Showing posts with label Best Practices Exchange 2010. Show all posts
Showing posts with label Best Practices Exchange 2010. Show all posts

Wednesday, October 13, 2010

Best Practices Exchange wrap-up

Picacho Peak, Pinal County, Arizona, as seen from Interstate 10, 1 October 2010.

Now that I've had a little time to reflect upon the 2010 Best Practices Exchange (BPE), here are a few final thoughts I want to share:
  • Archivists and digital forensics investigators have similar needs: both need to produce exact copies of the files with which they work and to document their own activities. However, archival use of digital forensics tools poses some ethical questions. If, for example, a tool reveals that a transferred hard drive contains deleted but recoverable files, is the archives obligated to make the deleted files accessible? In some instances, it may be possible for archivists to conduct a preliminary analysis of media slated for transfer and then negotiate with the creator. However, in some instances, such negotiations may not be possible; owing to this possibility, repositories may want to state publicly that they use software that can recover deleted files.
  • The Utah State Archives and Records Service is seeking repositories interested in beta testing its Archives Enterprise Manager (AXAEM) system. AXAEM automates the creation of records schedules, supports creation of MARC records, EAD-encoded finding aids, and EAC-encoded data about records creators, tracks agency records office training histories and contact information, and allows searching of electronic indexing. It will soon support ingestion of electronic records and supporting metadata and map searching. If you want to be a beta tester, contact Elizabeth Perkes at eperkes[at]utah.gov
  • As Laura Campbell of the Library of Congress noted, weak social ties are sometimes incredibly durable and strong. The BPE, which promotes the development of informal professional and personal links between cultural heritage professionals seeking to preserve digital information, sustains these weak ties. And -- sorry SAA, sorry MARAC -- that's one of the reasons why the BPE is the archival professional meeting that I love the most.
This post was written at my parents' house in Ohio and posted at CLT, where I rather unexpectedly ended up tonight; thanks to some last-minute mechanical problems, I got to choose between spending a long evening in Charlotte or spending the entire night in Philadelphia. I anticipate being in Albany for the remainder of October and almost all of November, and I'm hoping to get back to posting at least three times a week. Apologies for the slack pace as of late.

Thursday, September 30, 2010

BPE 2010, day two


Archivist of the United States David Ferriero notices that I'm photographing him, 2010 Best Practices Exchange, Phoenix, Arizona, 29 September 2009.

As promised, here are the most interesting things that came to the fore during the second day of the 2010 Best Practices Exchange (BPE):
  • Archivist of the United States David Ferriero seems like a really cool guy. He was this morning’s keynote speaker, and he deliberately allocated a lot of time to answering attendee questions. I’ve heard him speak before, but not in such an informal setting. He’s affable, articulate, funny, passionate about the rich store of materials that the U.S. National Archives and Records Administration holds, an ardent advocate of sound records management, and keenly aware of the digital challenges confronting archives and libraries.
  • Writing a policy is not an accomplishment. Policies pave the way for accomplishments: they enable us to transform our professional principles and theoretical frameworks such as the Open Archival Information System Reference Model into real-world programs and day-to-day actions.
  • Control doesn't always reduce risk. A lot of people assume that a data center that they operate and control is inherently more secure than a cloud computing environment -- even if unauthorized individuals could easily access the data center and walk off with hardware and the inner workings of the cloud environment can be accessed only by authorized support personnel or highly sophisticated hackers.
  • When making the case for funding archives to elected officials, do your homework. Research each official's background and interests, tailor your remarks accordingly, and, if meeting with an individual legislator, try to bring with you a record that is likely to capture his or her interest. One archivist discovered that a legislator was particularly fond of a mid-20th century elected official and brought a record in which the official outlined his beliefs about health care policy. The legislator, who was deeply moved, brought the record onto the floor of the legislature and read it aloud and later facilitated the return of alienated records to the archivist's repository.
  • If you're responsible for creating an emergency response plan, remember that human life is paramount, that first responders know what they're doing, and that you need to demonstrate that you know what you're doing. In the event of an emergency, you want to be able to report whether the building has been cleared, whether people with special needs or disabilities are sheltering in place or need to be checked on, and to hand over a floor plan.
  • "Everything we invent is about to become obsolete." In other words, let’s just accept that every digital preservation tool we create has a short life span and move on.

BPE 2010, day one

The 2010 Best Practices Exchange (BPE) got off to a roaring start this morning, and I'm deeply glad to be here. I've had the privilege of attending all five BPE's, and I've always found the BPE incredibly valuable. Unlike most other conferences, which tend toward formal presentations concerning past successes, it's informal and focused on lessons learned -- and in some instances, abject failure is astoundingly instructive. Moreover, it's a lot smaller than many archival conferences and attendees are really encouraged to reach out to people they don't know. I've gotten to know a lot of interesting people via the BPE. Some of them are now my "go-to" people whenever a new, thorny electronic records problem comes my way, and I get calls and e-mails from other people I've met at the BPE.

For a couple of reasons, I'm not going to post detailed recaps of every BPE session. Instead, I'm simply going to highlight some of the most noteworthy and interesting things that come up during each day's discussion and do detailed recaps . I have a couple of reasons for adopting this approach. First, I just can't keep up. Drafting detailed recaps is grueling, and I really need to hit the ground running when I get back to Albany. Second, this year, all of the attendees have been asked to adhere to Chatham House rules. In essence, unless an attendee states that she or he is going on record or expressly gives permission to share his or her insights with attribution, what is said at the BPE stays at the BPE. I'm going to honor this request, so I won't post name personal or institutional names unless I've gotten clearance to do so.

So what came up during today's discussions and sessions? Some really interesting stuff:
  • Things really are tough all over. Financial hardship has been a constant topic of formal and informal discussion this year. State archives and state libraries throughout the nation are dealing with furloughs, layoffs, or early retirements, or some combination of these things. Essential investments -- digital preservation infrastructure, capital construction -- are being deferred or cancelled outright. Governmental dysfunction that was irritating but tolerable when times were better is making bad fiscal and policy situations even worse. Fewer and fewer archivists and librarians are responsible for doing more and more work, and people are frustrated, worn-out, and increasingly worried that they won't be able to meet their obligations to current and future citizens. None of us know how to solve these problems, but, at least in my experience, being able to offer and receive consolation and to learn how others are dealing with similar problems is both comforting and inspiring.
  • Relationships between state archives and state information technology departments continue to evolve in all sorts of interesting ways. One state archives is building a digital repository and plans to support the repository's operations via imposition of ingest fees that will go to the state archives and storage and preservation fees that will go to the state's information technology (IT) agency, which will maintain the repository's infrastructure. In some respects, this is a sound decision: the state archives currently charges agencies a fee for storing paper records, and state agencies are accustomed to paying service fees to the state's IT agency and as a result haven't raised many objections to the proposed digital repository fees. Moreover, the IT agency has started forcing agencies wishing to make large-scale IT investments to submit their plan to the state archives for review and, if necessary, revise their plans to address long-term preservation needs; this review process means more work for state archives staffers, but it helps to ensure that agencies manage their records appropriately. Another state archives has traditionally had difficulty getting its IT agency to take any interest in records management or digital preservation. However, now that the IT agency has realized that it can charge agencies for records-related services, it is claiming that it, not the state archives, should be responsible for providing such services.
All of today's sessions were first-rate, but I found Abby Smith Rumsey's presentation and discussion concerning the economics of digital preservation particularly compelling. Abby was a member of the Blue Ribbon Task Force on Sustainable Digital Preservation and Access, which issued a superb report aimed at funders of digital preservation activities, and she framed digital preservation in economic terms:
  • Preservation is a derived demand. In other words, people don't care about preservation in and of itself. They care about the end result: they want access to old material, and if making these materials accessible requires preservation work, we archivists and librarians need to do preservation work. Access, not preservation, is the public good we must "sell" to funders and the public.
  • Preservation is a depreciable durable asset. In other words, if we don’t take care of cultural heritage materials, they will eventually cease to exist.
  • Digital preservation is not a rival in consumption. Unlike books, it costs almost nothing to maintain an extra copy of a digital file, and this can be a problem: for example, a lot of smaller colleges and universities assume that the big research libraries will preserve scholarly journals and that they themselves don't have any preservation obligations.
  • Digital preservation is characterized by temporal dependency and path dependency. Things keep changing, and the preservation choices we make today constrain the future choices that we and our successors must make.
  • Preservation is a clear case of market failure: the needs are so long-term that the market can’t spontaneously deal with it.
She also emphasized some things that we archivists and librarians know (or should know) deep down but sometimes forget when consumed with our day-to-day struggles:
  • Sustainable digital preservation is not about getting more money. Instead, it’s about how we as a society decide to allocate scant resources and persuading people that digital preservation warrants funding. Thinking that throwing money at a problem will solve that problem is a sign that we haven't adequately articulated the problem.
  • Economic incentives for preservation are usually mandate-driven, but in the absence of strong enforcement and punitive measures, mandates are easily ignored. Moreover, preservation experts may need to devote a lot of effort to helping people comply with mandates.
  • Archives and libraries are not digital preservation stakeholders. We are instead proxy organizations that tend to the interests of digital preservation stakeholders. For example, state archives and state libraries are ultimately responsible to the citizens they serve.
She also highlighted how archivists may, in at least a few respects, be particularly well-suited to addressing digital preservation challenges:
  • Archivists are accustomed to identifying materials that warrant preservation and destroying others after they have reached the end of their useful life. Resource limitations all but guarantee that cultural heritage professionals and scientists will have to determine which digital resources warrant preservation, but librarians and scientists aren't accustomed to making such determinations.
  • Preservation requires a series of decisions to be made over the lifecycle of digital assets. We need to act early, create contingency plans, and prepare for handoffs to future generations. Archivists, who are accustomed to thinking in terms of the records lifecycle, are accustomed to making such plans; however, most other information professionals aren’t.
The discussion that took place in the wake of Abby's presentation was equally interesting. One attendee speculated that the future of digital preservation may resemble recent developments in the history of manufacturing: older companies with aging workforces and extensive legacy infrastructure have suffered as a result of economic change, and new companies that lack such burdens have thrived. Could libraries and archives be rendered obsolete by new organizations that figure out how to preserve digital materials but lack the encumbrance of traditional library or archival practices and principles? Abby suggested that this probably won't happen: archives and libraries have a lengthy history of looking after the public interest and enjoy a high degree of public trust as a result.

The discussion then turned to possible alternative models of sustainable digital preservation, and the attendees advanced some really provocative models:
  • Community-supported agriculture. People who have an interest in ensuring the survival of a given grouping of digital assets could pay directly for preservation services and engage in dialogue with providers of such services.
  • Non-profit news gathering organizations. Journalists affected by the contraction of traditional media outlets have created non-profit organizations that secure funding from an array of sources and publish their findings on the Web.
  • The Grateful Dead Archive. Passionate people create collections during their spare time because they have private incentives to do so, share the materials they've amassed over the Web, and then discover that traditional heritage institutions are interested in acquiring their collections.
Fantastic session. And if you haven't had the chance to check out the Blue Ribbon Task Force's report, you really owe it to yourself to do so.

Tuesday, June 29, 2010

2010 Best Practices Exchange: proposals due tomorrow

The Polly Rosenbaum Archives and History Building, the new home of the Arizona State Library, Archives and Public Records, 21 October 2008. If you attend this year's Best Practices Exchange, you'll probably get to see this superb facility.

The 2010 Best Practices Exchange (BPE) will take place in Phoenix, Arizona, Wednesday, 29 September through Friday, 1 October 2010. The deadline for submitting presentation proposals is tomorrow, 30 June 2010.

This year, each BPE session will focus on one of the following topics:
The BPE is not a conventional conference, and that's one of the reasons it's so wonderful. It attracts about 80-100 attendees, which means that people tend to get to know each other quickly. Presentations lean toward the informal and the collaborative, reporting on projects in progress is encouraged, and audience members are strongly encouraged to ask many questions and offer their own perspectives. Everyone is encouraged to discuss failures and problems as well as successes, and I've always found this aspect of the BPE to be particularly valuable. It's deeply comforting to realize that other people have made similar mistakes, and it's really helpful to know who to call or e-mail when problems akin to those discussed at the BPE rear their ugly heads.

The BPE tends to attract a lot of state government electronic records archivists and digital librarians, but it's open to just about everyone interested in preserving digital materials:
  • Local, state, and federal government and university archivists and librarians
  • Educators and researchers in the fields of library science, information science, technology, archives, and records management
  • Product developers working to create systems for managing and preserving digital assets
Owing to the generous support of the Library of Congress's National Digital Information Infrastructure Preservation Program, there's no registration fee for this year's BPE. This year's call for proposals also includes a handy-dandy proposal submission form, so you don't even have to go to the trouble of sending anyone an e-mail. If you have a project you would like to discuss, by all means take a few minutes to pull together a couple of paragraphs and complete that form. You won't regret doing so.

Monday, June 7, 2010

2010 Best Practices Exchange

It's Best Practices Exchange time again! It's Best Practices Exchange time again! Well, it will be in a few months.

The 2010 Best Practices Exchange (BPE) will take place in Phoenix, Arizona, from Wednesday, 29 September through Friday, 1 October. David Ferriero, the Archivist of the United States, and Laura Campbell, Associate Librarian for Strategic Initiatives at the Library of Congress and the leader of the National Digital Information Infrastructure and Preservation Program, will deliver keynote addresses. The program will also feature a one day pre-conference workshop on digital preservation management.

BPE 2010 is open to practitioners in government and university archives and libraries; educators and researchers in the fields of library science, information science, technology, archives, and records management; and product developers working to create systems for managing and preserving digital assets. In my opinion -- and I've had the good fortune to attend every BPE -- it's the the most stimulating, invigorating, inspiring, and fun archival professional conference series that I've ever attended.

The BPE is not a conventional conference. As in past years, the program will include exchange sessions with presentations by individuals working in the field, followed by facilitated discussion. These grass-roots sessions are informal and collaborative. Attendees are encouraged to ask many questions and offer their own perspectives. This year, the sessions will focus on:
  • Track 1: New ways of working: strategically rethinking digital curatorial strategy
  • Track 2: New tools: Practical, hands-on techniques, tips, and tools
  • Track 3: New media: Collecting and preserving social media, the rising use of audio and video formats
  • Track 4: Policy and administration: Sustainable programs and commitment to long-term preservation
  • Track 5: Additional tracks that evolve out of proposals from the community

In addition to submitted proposals, this year's program will feature presentations from the four States Initiatives projects funded by the Library of Congress's National Digital Information Infrastructure and Preservation Program (NDIIPP). The projects include:

The deadline for submission of proposals is 30 June 2010. More information about submitting proposals, making travel arrangements, and registering for the conference (there is no fee for doing so!)is on the Best Practices Exchange 2010 Web site.