D3.2 Cost Concept Model and Gateway Specification

This document introduces a Framework supporting the implementation of a cost concept model against which current and future cost models for curating digital assets can be benchmarked. The value built into this cost concept model leverages the comprehensive engagement by the 4C project with various user communities and builds upon our understanding of the requirements, drivers, obstacles and objectives that various stakeholder groups have relating to digital curation. Ultimately, this concept model should provide a critical input to the development and refinement of cost models as well as helping to ensure that the curation and preservation solutions and services that will inevitably arise from the commercial sector as ‘supply’ respond to a much better understood ‘demand’ for cost-effective and relevant tools. To meet acknowledged gaps in current provision, a nested model of curation which addresses both costs and benefits is provided. The goal of this task was not to create a single, functionally implementable cost modelling application; but rather to design a model based on common concepts and to develop a generic gateway specification that can be used by future model developers, service and solution providers, and by researchers in follow-up research and development projects.<p></p> The Framework includes:<p></p> • A Cost Concept Model—which defines the core concepts that should be included in curation costs models;<p></p> • An Implementation Guide—for the cost concept model that provides guidance and proposes questions that should be considered when developing new cost models and refining existing cost models;<p></p> • A Gateway Specification Template—which provides standard metadata for each of the core cost concepts and is intended for use by future model developers, model users, and service and solution providers to promote interoperability;<p></p> • A Nested Model for Digital Curation—that visualises the core concepts, demonstrates how they interact and places them into context visually by linking them to A Cost and Benefit Model for Curation.<p></p> This Framework provides guidance for data collection and associated calculations in an operational context but will also provide a critical foundation for more strategic thinking around curation such as the Economic Sustainability Reference Model (ESRM).<p></p> Where appropriate, definitions of terms are provided, recommendations are made, and examples from existing models are used to illustrate the principles of the framework

Managing Research Data: Gravitational Waves

The project which led to this report was funded by JISC in 2010–2011 as part of its ‘Managing Research Data’ programme, to examine the way in which Big Science data is managed, and produce any recommendations which may be appropriate. Big science data is different: it comes in large volumes, and it is shared and exploited in ways which may differ from other disciplines. This project has explored these differences using as a case-study Gravitational Wave data generated by the LSC, and has produced recommendations intended to be useful variously to JISC, the funding council (STFC) and the LSC community. In Sect. 1 we define what we mean by ‘big science’, describe the overall data culture there, laying stress on how it necessarily or contingently differs from other disciplines. In Sect. 2 we discuss the benefits of a formal data-preservation strategy, and the cases for open data and for well-preserved data that follow from that. This leads to our recommendations that, in essence, funders should adopt rather light-touch prescriptions regarding data preservation planning: normal data management practice, in the areas under study, corresponds to notably good practice in most other areas, so that the only change we suggest is to make this planning more formal, which makes it more easily auditable, and more amenable to constructive criticism. In Sect. 3 we briefly discuss the LIGO data management plan, and pull together whatever information is available on the estimation of digital preservation costs. The report is informed, throughout, by the OAIS reference model for an open archive. Some of the report’s findings and conclusions were summarised in [1]. See the document history on page 37

Managing Research Data in Big Science

The project which led to this report was funded by JISC in 2010--2011 as part of its 'Managing Research Data' programme, to examine the way in which Big Science data is managed, and produce any recommendations which may be appropriate. Big science data is different: it comes in large volumes, and it is shared and exploited in ways which may differ from other disciplines. This project has explored these differences using as a case-study Gravitational Wave data generated by the LSC, and has produced recommendations intended to be useful variously to JISC, the funding council (STFC) and the LSC community. In Sect. 1 we define what we mean by 'big science', describe the overall data culture there, laying stress on how it necessarily or contingently differs from other disciplines. In Sect. 2 we discuss the benefits of a formal data-preservation strategy, and the cases for open data and for well-preserved data that follow from that. This leads to our recommendations that, in essence, funders should adopt rather light-touch prescriptions regarding data preservation planning: normal data management practice, in the areas under study, corresponds to notably good practice in most other areas, so that the only change we suggest is to make this planning more formal, which makes it more easily auditable, and more amenable to constructive criticism. In Sect. 3 we briefly discuss the LIGO data management plan, and pull together whatever information is available on the estimation of digital preservation costs. The report is informed, throughout, by the OAIS reference model for an open archive

Digital Preservation Services : State of the Art Analysis

Research report funded by the DC-NET project.An overview of the state of the art in service provision for digital preservation and curation. Its focus is on the areas where bridging the gaps is needed between e-Infrastructures and efficient and forward-looking digital preservation services. Based on a desktop study and a rapid analysis of some 190 currently available tools and services for digital preservation, the deliverable provides a high-level view on the range of instruments currently on offer to support various functions within a preservation system.European Commission, FP7peer-reviewe

Keeping Research Data Safe 2: Final Report

The first Keeping Research Data Safe study funded by JISC made a major contribution to understanding of long-term preservation costs for research data by developing a cost model and indentifying cost variables for preserving research data in UK universities (Beagrie et al, 2008). However it was completed over a very constrained timescale of four months with little opportunity to follow up other major issues or sources of preservation cost information it identified. It noted that digital preservation costs are notoriously difficult to address in part because of the absence of good case studies and longitudinal information for digital preservation costs or cost variables. In January 2009 JISC issued an ITT for a study on the identification of long-lived digital datasets for the purposes of cost analysis. The aim of this work was to provide a larger body of material and evidence against which existing and future data preservation cost modelling exercises could be tested and validated. The proposal for the KRDS2 study was submitted in response by a consortium consisting of 4 partners involved in the original Keeping Research Data Safe study (Universities of Cambridge and Southampton, Charles Beagrie Ltd, and OCLC Research) and 4 new partners with significant data collections and interests in preservation costs (Archaeology Data Service, University of London Computer Centre, University of Oxford, and the UK Data Archive). A range of supplementary materials in support of this main report have been made available on the KRDS2 project website at http://www.beagrie.com/jisc.php. That website will be maintained and continuously updated with future work as a resource for KRDS users

Planets: Integrated Services for Digital Preservation

The Planets Project is developing services and technology to address core challenges in digital preservation. This article introduces the motivation for this work, describes the extensible technical architecture and places the Planets approach into the context of the Open Archival Information System (OAIS) Reference Model. It also provides a scenario demonstrating Planets’ usefulness in solving real-life digital preservation problems and an overview of the project’s progress to date

LIFE: bibliography

The following bibliography came out of the research which formed the first phase of the joint British Library-UCL LIFE (Lifecycle Information for E-Literature) project. The references are not an exhaustive review of digital preservation activities, they are a reflection of the aims of the LIFE project. Any suggestions for additions or comments can be emailed to [email protected]

BlogForever D3.3: Development of the Digital Rights Management Policy

This report presents a set of recommended practices and approaches that a future BlogForever repository can use to develop a digital rights management policy. The report outlines core legal aspects of digital rights that might need consideration in developing policies, and what the challenges are, in particular, in relation to web archives and blog archives. These issues are discussed in the context of the digital information life cycle and steps that might be taken within the workflow of the BlogForever platform to facilitate the gathering and management of digital rights information. Further, the reports on interviews with experts in the field highlight current perspectives on rights management and provide empirical support for the recommendations that have been put forward

Lifecycle information for e-literature: full report from the LIFE project

This Report is a record of the LIFE Project. The Project has been run for one year and its aim is to deliver crucial information about the cost and management of digital material. This information should then in turn be able to be applied to any institution that has an interest in preserving and providing access to electronic collections. The Project is a joint venture between The British Library and UCL Library Services. The Project is funded by JISC under programme area (i) as listed in paragraph 16 of the JISC 4/04 circular- Institutional Management Support and Collaboration and as such has set requirements and outcomes which must be met and the Project has done its best to do so. Where the Project has been unable to answer specific questions, strong recommendations have been made for future Project work to do so. The outcomes of this Project are expected to be a practical set of guidelines and a framework within which costs can be applied to digital collections in order to answer the following questions: • What is the long term cost of preserving digital material; • Who is going to do it; • What are the long term costs for a library in HE/FE to partner with another institution to carry out long term archiving; • What are the comparative long-term costs of a paper and digital copy of the same publication; • At what point will there be sufficient confidence in the stability and maturity of digital preservation to switch from paper for publications available in parallel formats; • What are the relative risks of digital versus paper archiving. The Project has attempted to answer these questions by using a developing lifecycle methodology and three diverse collections of digital content. The LIFE Project team chose UCL e-journals, BL Web Archiving and the BL VDEP digital collections to provide a strong challenge to the methodology as well as to help reach the key Project aim of attributing long term cost to digital collections. The results from the Case Studies and the Project findings are both surprising and illuminating

A framework for whole lifecycle cost of long-term digital preservation

Digital preservation, also known as digital curation, is the active management of digital information, over time, to ensure its accessibility and usability. Digital preservation is nowadays an active area of research, for many reasons: the rapid evolution of technology, which also results in the rapid obsolescence of old technologies; degradation of physical records; constantly increasing volumes of digital information and, importantly, the fact that it has started to become a legal obligation in many countries. This research project aims to develop an innovative framework estimate costs of long term digital preservation. The framework can lead to generating a cost model that quantifies costs within different business sectors, while capturing the impact of obsolescence and uncertainties on predicted cost. Case studies from financial, healthcare and clinical trials sectors are used to prove the framework concept. Those sectors were chosen because between them they share all file types that are required to be preserved and all are either obliged by European or local laws, e.g. EU Data Retention Directive (2006/24/EC) and/or UK Data Retention Regulations 2014 No. 2042, or interested in preserving their digital assets. The framework comprises of three phases: assessing digital preservation activities, cost analysis and expansion and cost estimation. The framework has integrated two processes that will enable the user to reach a more accurate cost estimate; a process for identifying uncertainties with digital preservation activities and a cost modelling process. In the framework cloud computing was used as an example for storage and compute technologies. Combining different research methodology techniques was used in this research project. Starting with conducting a thorough literature review covering digital preservation and cost modelling. Following the literature review; is a combination qualitative and quantitative approaches, using semi-structured interview technique to collect data from industry experts. Industry experts were chosen from companies, firms and government bodies working with or researching digital preservation. Finalising with validating results by real-life case studies from businesses in selected sectors and experts’ verdict. Comparing the output of the framework to real-life case studies, demonstrated how companies/firms, who target to preserve their digital assets, can utilise it to predict accurately future costs for undertaking such investment. By applying industrially-based cost modelling approaches the framework generates a cost model that predicts single-point and three-points cost estimates, an obsolescence taxonomy, uncertainties identification process and quantifying uncertainties and obsolescence impact on cost prediction. Providing decision makers with all the framework outputs, will provide them with quantifiable information about their future investment, while remaining clear to understand and easy to amend. This makes the framework provide long-term total cost prediction solution for digital preservation to firms; helping, guiding and adding insight into digital preservation added value