Combined proposed changes

Table for effort transfers in revision of DoW

This spreadsheet shows the proposed distribution of person-months in the revised DoW. Please indicate below if it is OK.

Partner
number
Partner
name
OK with
spreadsheet?
Comments/changes
1 STFC -  
2 APA Y  
3 CERN Y  
4 STM Y  
5 FTK -  
6 CSC Y  
7 DNB Y  
8 DPC Y  
9 AFPUM Y  
10 BL - EFFORT UPDATE TO BE EMAILED TO SL ON 10.1.13
11 ESA -  
12 KNAW-DANS -  
13 KB -  
14 LIBER -  
15 CINI Y Cannot understand why effort in WP15, which is unchanged, is outlined. Only transfer is from WP34 (suppressed) to WP11 which was 1 and becomes 2
16 ICT -  
17 FORTH - Since WP21 is finishing now and we have not charged a lot of effort to that, I wonder whether it is better to transfer 1PM from WP21 either to WP25 (that we lead) or to WP11. Better to WP11 since WP25 finishes next August.
18 GLOBIT -  
21 Airbus -  
22 Inmark -  
23 FRD -  
24 LTU Y  
25 UNITN Y 2pm from WP12 have not been transferred
26 Tessella Y Following PO meeting comments and final review of our total Year 2 costs, I have taken an additional 1PM from WP21 (move 2PM total) and transferred this 1PM to WP11
27 IBM Y  
28 SBA -  
29 IKI-RAS -  
30 ONB Y please leave 1PM in WP31, this is justifiable, we just shifted it there from WP43
31 UPAT -  
33 UESSEX -  
34 CINES -  


The table below should be used in the first instance for indicating shifts of effort between WPs for individual partners. Please fill in with changes such as "+2", "-1.5" in the relevant cells. The sum of these transfers should be zero across each row.

ofp: out of project

Partner
number
Partner
name
WP11 WP12 WP13 WP14 WP15 WP16 WP21 WP22 WP23 WP24 WP25 WP26 WP27 WP31 WP32 WP33 WP34 WP35 WP36 WP41 WP42 WP43 WP44 WP45 WP46 WP51 WP52
1 STFC                     +1 / -1 balanced with WP31     +1 / -1 balanced with WP25 +1   -1                    
2 APA +2 (from WP34 and WP12) -1                             -1                    
3 CERN           -1   +6         -1 -3     -1                    
4 STM     -1             -0.5 -0.5             -0.5         +0.5 +2 -1   +1
5 FTK                                                      
6 CSC                                                      
7 DNB     -1                     +2   -0.5     -0.5                
8 DPC                             -1 -2.5 -1         +5.5 -1        
9 AFPUM                                                      
10 BL   -1                         +3     -3       +1          
11 ESA                                                      
12 KNAW-DANS                                                      
13 KB -1                                         +1          
14 LIBER                                                      
15 CINI                                                      
16 ICT     +3 (tbd-from WP16)     -3 (tbd-move to WP13)                                          
17 FORTH   -1                 +1                                
18 GLOBIT             -1 -1     -1 -1                   +3 +1        
19 MRL     -2 (ofp)               -3 (ofp)                     -1 -1        
20 PCL -2 (ofp) -1 (ofp) -2 (ofp) -1 (ofp) -2 (ofp)   -2 (ofp) -1 (ofp) -2 (ofp)   -2 (ofp)   -2 (ofp) -2 (ofp)   -1 (ofp)   -1 (ofp) -1 (ofp)   -1 (ofp) -1 (ofp) -1 (ofp)       -2 (ofp)
21 Airbus                                                      
22 Inmark                                                      
23 FRD     -4 -4     -1 +7 -4   -1               +3 +1     +3       +6 (PMB)
24 LTU     -2                                       +2        
25 UNITN               +1     +1                 -1 -1            
26 Tessella +1     +1     -2                                        
27 IBM                                                      
28 SBA                                                      
29 IKI-RAS     -6 (ofp?)               -8 ? (ofp?)   -3                   -5.3?        
30 ONB                           +1               -2 +1       +3
31 UPAT                                       +0.5 -0.5            
33 UESSEX                                                      
34 CINES       -1   - 1     +2                                    
  Original
pm in WP
91 24 66 31 35 13 51 47.5 32 32.5 45 21 22 11 21 38.5 10 20.5 24 67 31 41.5 54.5 14 15 11 61
  Net change
in WP (+/-)
    -15               -13   -6                            

-- SimonLambert - 2012-10-19



WP11 Common vision: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
1 48 STFC

Objectives

Create and refine a common vision of the digital preservation landscape which will guide and be refined by the research activities.

Much of the work on building the common vision of course happens in very close collaboration with the research streams, however it was felt important to dedicate a specific work package to this common vision because it by necessity crosses research work packages.

Description of work and role of partners

The initial vision of the digital preservation landscape will be based on the work of research projects such as CASPAR, PLANETS, SHAMAN as well as the NoE DELOS plus the PARSE.insight roadmap supplemented by the vision for 2030 described by the high level expert group for science data infrastructures which will be published in the summer of 2010, and a number of the other Roadmapping and foresight activities undertaken by the partners. We have had much of this in mind in designing the research part of the JPA.

The vision will be documented in the deliverables from this work package, revised on an annual basis. The overall vision and conceptual models in these deliverables will form an important part of the narrative of the project in its outreach and training activities.captured in the annual updates.

Task 1110 Creation of Virtual Centre of Excellence (lead APA)

Review of digital preservation research agendas

This task will commence at the Kick-Off meeting at which the participant will have an opportunity to present their views on digital preservation research for the next 6 or 7 years. We will map these to the work packages and topic areas. If the discussions in this task uncover omissions from our plan,, or, more likely, differences in emphasis, we will continue over the next 3 months with a number of Tiger Teams to identify the actions required to integrate these into our plans to deliver the common vision.

Assessing the Digital Preservation landscape will include desk-based research generating a cross-walk of existing research agendas, building on the PARSE.Insight roadmap as well as other national/international activities. Since digital resources such as enhanced publications are becoming increasingly complex, their preservation is a shared responsibility involving various stakeholders from publishers, libraries, data centres and research institutions. While the individual challenges, there is a growing need to cooperate in the preservation of interlinked digital contents and research data.

For example we believe that the project will need to directly tackle the potential gap between the “document-centric” techniques of a project like Planets and the “data-centric” techniques of a project like CASPAR. Both these projects produced conceptual models, which we believe can be merged. In this task we will identify how we will perform this mapping to produce a combined conceptual model. If there are discrepancies then these will be identified and a resolution proposed.

An interesting input is the INSPIRE digital library system being built at CERN, an international organisation, for the field of High-Energy Physics, which bridges across all these communities. Currently a document-centric system, managed by a consortium of libraries in the field, it is now evolving towards a data-centric system in promoting preservation, re-use and Open Access to selected, high-level, collections from data-centres to be used by research institutions worldwide. This endeavour needs a common vision from all other stakeholders in digital preservation, while it can bring a different, transversal, insight to the wider community.

Another input would be the requirements that have been recognized in the SHAMAN projects and coming from the LOTAR (LOng Term ARchiving) project of the aerospace industries will be compared with the current offerings of the major PLM vendors (Dassault, PTC, SAP and Siemens PLM) related to long-term preservation needs.

Identifying the topic groups will allow us to adjust the task timings within work packages, if necessary, to overlap the discussions; the current timings are based on our current best guess groupings. The task will continue for essentially the whole of the project as a focus of activities to create the VCoE.

Task 1120 Integrating to a common digital preservation research agenda (lead APA)

We bring together the work of Streams 2 and 3, to produce a common vision of the research agenda of digital preservation.

In addition we will build on the work being funded by other means, which produce a discipline-level integration which can be used to make it easier to apply the broad vision to specific areas.

For example one of these areas of discipline integration, not funded by APARSEN, will study Product Lifecycle Management (PLM) systems which have been established as a standard to control release processes and obsoleteness of design parts in the manufacturing industries. However long-term archiving has been largely ignored. The objective is now to establish a common view and understanding about the preservation requirements that allow seamless integration of processes and practices that already are used in PLM systems into long-term preservation systems or adequate enhanced PLM systems. This work will also prepare presentations about results of the current research achievements from EU-, regional- and industry-funded projects, that are applicable for engineering long-term preservation planning and present them in workshops with industry and tool vendor representatives. This analysis should also identify the bodies that are prepared to generate and sustainable finance a standardized view together with the research groups in the host organizations

List of deliverables

  • D11.1 Comparison of research programmes as a measure of integration (M46)
  • D11.2 Report on a Common Vision of Digital Preservation (M46)
  • D11.3 Virtual Centre of Excellence organisation (M48)

Description of deliverables

D11.1) Comparison of research programmes as a measure of integration: This deliverable will provide key evidence as to the effectiveness of our defragmentation activities. What we would hope to see is an increasing coming together in the directions of research activities [month 46]

D11.2) Report on a Common Vision of Digital Preservation: This report will provide a record of the agreements reached on our common vision. [month 48]

D11.3) Virtual Centre of Excellence organisation: This deliverable will take the form of showing that the VCOE exists and has a credible business plan for sustainability. We expect that this will be the continued existence of the APA, increased in size and influence. [month 48]


IDEA! Implications of loss of Philips, Microsoft and IKI-RAS

No change or action required: these three partners had the same level of person-months as all others, and would simply have brought their own perspective to the common vision and VCoE.


Further revisions in response to feedback from Project Officer 12th/14th December

PO's comments on this WP:

"Check description – looks as if it just talks about first 3 months"
"Update to reflect what done so far (D11.2 etc.)"
"D11.1: not “hope” but “aim to achieve”, and explain how"

We also need to react to the influx of extra person-months into this WP from others where partners had just 1 pm.

Response is to rewrite the WP description as below:

Objectives

This work package has a number of objectives, all linked to the common vision.

  • It will allow APARSEN partners to make inputs across a range of other WPs where they do not necessarily have dedicated person-months, but where their experience and expertise will provide a valuable perspective.
  • It will contribute to the integration of the emerging results of APARSEN's work.
  • This integration will in turn create and refine a common vision of the digital preservation landscape which will guide and be refined by the research activities.
  • A common glossary of digital preservation trminology will be set up and maintained.
  • The WP will set up a Virtual Centre of Excellence as a lasting result of APARSEN.

Much of the work on building the common vision of course happens in very close collaboration with the research streams, however it was felt important to dedicate a specific work package to this common vision because it by necessity crosses research work packages.

Description of work and role of partners

The initial vision of the digital preservation landscape is based on the work of research projects such as CASPAR, PLANETS, SHAMAN as well as the NoE DELOS plus the PARSE.Insight roadmap supplemented by the vision for 2030 described by the High Level Expert Group for science data infrastructures which was published in the summer of 2010, and a number of the other roadmapping and foresight activities undertaken by the partners.

The vision will be documented in the deliverables from this work package, revised on an annual basis. The overall vision and conceptual models in these deliverables will form an important part of the narrative of the project in its outreach and training activities, captured in the annual updates.

Task 1110 Creation of Virtual Centre of Excellence (lead STFC)

It is necessary to develop a vision and structures for the Virtual Centre of Excellence that will be the lasting legacy of APARSEN. This requires balancing the interests and priorities of partners and finding a suitable organisational structure with the flexibility to accommodate a diversity of organisations. The approach will combine a dedicated working group with engagement and consultation of all APARSEN partners. An approach to business modelling which was used by the IMPACT project is being adopted, and lessons will be learned through consultations with organisations similar to VCoEs. The service offerings of the VCoE, such as consultation and training, will be underpinned by the The blueprint for the VCoE will be adopted by the APA.

Task 1120 Common vision of digital preservation (lead APA)

The development of the common vision began at the APARSEN kick-off meeting by comparing research agendas. This activity is continued by bringing together the work of Streams 2 and 3, to produce a common vision of the research agenda of digital preservation and how it translates into practice. The work packages in these streams will identify gaps in their respective areas, which will imply needs for further research and development. Obviously there are implications for the Virtual Centre of Excellence and the services it can offer. This task will also proceed by a combination of a dedicated working group and engagement with the whole consortium. A key underpinning of any common vision is agreed terminology. The glossary starts with the one from OAIS, adding and extending when necessary; it will be developed over the lifetime of APARSEN and will be adopted by the project's own work and used in its deliverables.

Task 1130 Integration (lead APA)

This task allows partners to make inputs from their own perspectives to a range of WPs where they do not have effort assigned. Typically the experience and views of data holders of various kinds are of interest, be they science data repositories, national libraries or others. For the purpose of rationalising the distribution of effort, such contributions are grouped under WP11, since they do of course contribute to the common vision. After the activities of WPs and Streams have produced results, it is necessary to integrate them into the common vision. This integration can to some extent be performed within the ambit of the WPs themselves, but there comes a point where a broader view is needed, and that is clearly within WP11. This task provides the building blocks for 1130.

List of deliverables

  • D11.1 Report on a Common Vision of Digital Preservation (M46)
  • D11.2 Virtual Centre of Excellence development (M48)

Description of deliverables

D11.1) Report on development of Common Vision of Digital Preservation: This report provides a record of the agreements reached on our common vision. This brings together the various aspects of digital preservation investigated within the project into a coherent overall understanding of digital preservation which underpins and informs activities, advice and training in digital preservation, as well as delineating areas which require further research. [month 48]

D11.2) Report on the blueprint of the Virtual Centre of Excellence: This report will provide a record of progress on developing the blueprint for the sustainable Virtual Centre of Excellence. This will lead to a VCOE in the form of the continued existence of a APA following the blueprint, increased in size and influence, and has a credible business plan for sustainability. [month 48]

-- SimonLambert - 2012-10-15



WP12 Staff and experience exchange: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
12 40 DPC

Objectives

The objective is to encourage the development of a well connected and highly skilled generation of professional leaders. We will open up the work of the network to junior staff by establishing a grant programme that will allow relatively junior staff to spend time working with colleagues in other institutions. Arrangements will also be put in place to enable some short senior staff exchanges. This will embed a deeper and more permanent cross understanding of processes and practices between organisations.

Description of work and role of partners

In this work package temporary staff positions will be opened up within the consortium partner organisations, part funded by the NoE. A central exchange will keep track of these and a range staff transfers between organisations. These placements will range from a few months to one year in duration.

APARSEN will tackle this question of mobility of ideas in a radically different way. We will use a portion of the dissemination budget to offer a number of early-career bursaries so that junior staff intending a career in information preservation can undertake an extended placement within a recognised centre of excellence. In the first month of each year, the network - including members of the APA and DPC - will be invited to designate placements that they would like to offer to junior staff. This work should have practical and demonstrable benefits, should be ancillary but pertinent to the core work of the agency, should be embedded within and have a clearly identified team. Placements should be no longer than 6 months and have clear objectives, though in unusual circumstances where the objectives require it, placements of up to one year will be considered, The best of these placement proposals will be selected by an independent scrutiny committee using a published set of criteria. They will then be advertised through the network.

Applications will be sought from junior staff of network members on the understanding that the network will provide support via a travel support grant and a contribution to staffing costs. Applicants will be selected on their underlying competences and be asked to demonstrate an understanding of the field of work and the likely impact of this work on their career progression. A condition of the bursary is that all applicants should not be based in an organisation for which they have previously worked or in which they have previously studied. Applicants should be within 5 years of leaving higher education and should not have worked for more than 5 years: they will need to demonstrate eligibility and impact to their career progression and benefit to their employer as part of their application. The applicant will be required to undergo appraisal as part of the scheme to establish learning objectives at the start of the placement then to reflect on achievements after their placement. Applicants may also be required to attend a meeting of the entire cohort (such as the APA Annual Conference) and will be required to keep a diary and provide a portfolio of work as evidence of their accomplishments.

Applicants will be selected by an independent review committee using published criteria. The committee may chose to interview candidates and will review progress through the year.

The intended outcome is a new and growing workforce with skills commensurate to deal with the emerging digital preservation challenge, an enhanced and widely distributed skill set and a step up the career ladder for what is intended to become a group of community leaders. An additional benefit is the added capacity that this will bring to placement providers and the energy and new ideas which junior staff often bring to an organisation. This proposal is based on a combination of two successful programmes: the Marie Cure Early Career Scholarship Programme and the HLF Work Place Bursary Programme. Junior staff are generally more mobile and thus more likely to be able to participate. Also, because we are selecting from recently qualified staff and junior staff, institutions can support the mobility of staff without losing critical expertise or organisational memory.

Senior members of staff, for example key decision makers or digital preservation experts, will usually have commitments which limit their availability for such exchanges and therefore we will also try to put in place short exchanges of a few weeks.

We recognise the risks in these plans and so would review the success after the first year before committing further funds. Each 6 month exchange would cost approximately 30K€ including travel, equipment, taxes and costs for the host.

List of deliverables

  • D12.1 Register/map of research activities, positions available and placements (M14)
  • D12.2 Report on exchange activities (M38)

Description of deliverables

D12.1) Register/map of research activities, positions available and placements: This will consist of a database of research activities, positions and placements which will be continually updated. There will be a (probably web based) query interface to allow young researchers to find suitable placements. [month 14]

D12.2) Report on exchange activities: This report will provide details of the exchanges which have taken place during the project. There will be an intermediate as well as a final report. Intermediate version available M26 [month 38]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-15



WP13 Coordination of common standards: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
4 48 ICT

Objectives

To identify common standards - either existing or required new ones - which will enhance the accessibility of information via the interoperability of the systems managed by the partners and the community at large. In the case of new standards this will identify possible routes for standardisation, addressing the cost benefit trade off of the alternatives (see for example international standards versus community standards).

Description of work and role of partners

Task 1310 Analysis of current standards

This task will produce an analysis of standards in use for their digital preservation activities by partners, communities and identification of commonalities and differences.

We will take advantage of our links, funded outside the NoE, to on-going global discipline-specific initiatives such as, in the Earth Observation domain

  • the Group for Earth Observation’s Standards and Interoperability Forum (SIF) and in particular to the European branch of it European SIF.
  • Consultative Committee for Space Data Systems - CCSDS which has adopted a reference model for Open Archival Information Systems
  • The ESA HMA project which has standardised via the Open Geospatial Consortium ground segment interfaces, including authorisation services, online data access services
  • The Open Archive Initiative which promotes the interoperability standards for content access
  • The Open Search mass market approach to search sharing and information access In the Industrial domain

Requirements for the preservation of Design and Engineering data resulting from the on-going activities in the SHAMAN project and other European initiatives

Other disciplines represented in the consortium have similar links.

Task 1320 Identification of new standards required

This task will identify areas where common standards would be of benefit. The task will rely on the methodology for interoperability analysis at level of system of systems developed within the GIGAS Support Action with the participation of GEO, GMES initiatives and the INSPIRE directive.

Another discipline-specific study we can take advantage of is based on the High-Energy Physics community which, through the DPHEP initiative , is starting to explore technical issues in data preservation, and aims to define standards for the field where none exist yet .

We have links to similar discipline-specific studies for example in the domains of enhanced publications, compound resources, as well as industrial design and engineering.

A roadmapgap analysis for standardisation for some exemplary areas will also be drafted, including liaison with standardisation bodies and stakeholders, shaping, information sharing and consensus building for the agreement on the roadmap.

Task 1330: Common Standards for Industrial Design and Engineering

An important area where we believe we can have an impact is Engineering. In order to get industrial acceptance preservation systems need to be structured and built that allow exchange of engineering data in heterogeneous organisations with different Product Lifecycle Management systems and services as data source for preservation activities. Common standards and archiving policies are essential for the wide acceptance and interoperability. Existing design and manufacturing standards need to be extended to allow preservation in all stages of the design and release process.

With respect to LOTAR tThis task will analyze standards in use by partners and industry communities and provide manpower to take leadership in managing standardization workgroups at the related association that foster standards with their members. This process is required to come to initial steps of standardization which is the for example a ProSTEP recommendation paper.

This activity includes the analysis of on-going standardisation in the LOTAR consortium performed with participation of industrial consortia partners and in organizations like the ProSTEP iViP organization that represents aerospace, automotive and high-tech industries as well as international PLM and CAD tool vendors; the VDA association (Association of the Automotive industries) and the AIA (Aerospace Industries Association) These organizations are key for recommendations to extend the current ISO standards for 10303 (STEP) and 14721.4 (OAIS) and the CAD interoperability standards in the CAx-IF workgroups as well as to support standardisation of PLM processes in the related PLM-Services group. Outside these European industrial organisations results related to engineering preservation coming out of the SHAMAN project and national projects like the JISC-funded SCARP project will be included.

Concerning LOTAR aA roadmap will be developed for standardisation of long living engineered parts spanning from formats used in PLM applications to formats and processes for long term preservation. We will establishing liaisons with standardization bodies and stakeholders, shaping, information sharing and consensus building for the agreement on the roadmap between industry, vendors and research communities

List of deliverables

  • D13.1 Report about standardisation activities (M48)

Description of deliverables

D13.1) Report about standardisation activities: Contains recognized standardisation gap, potential, roadmap and updated status reports about standardisation activities with yearly updates regarding the harmonization of standards in the domains of L&M Institutions, Publishing, Industry and Science. Intermediate deliverables at M14, 26 and 38 [month 48]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-15



WP14 Common testing environments: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
4 14 Tessella

Objectives

Collect together a set of environments to test the efficacy of tools and techniques for digital preservation, against changes in hardware, software, environment and knowledgebase of the Designated Communities, and designidentify new ones if necessary.

Description of work and role of partners

It has been said that it is easy to make claims about digital preservation but very hard to provide evidence about any specific tools and techniques. It is probably reasonable to expect that each proposed preservation technique works well against certain types of digital objects or certain challenges; it is unlikely that there is a universal test. Besides preservation efficacy one also needs to test against portability, interoperability, robustness and scalability.

We need testbed environment techniques which can tell us whether a proposed preservation technique works, and the zone of effectiveness with respect to type of objects that can be digitally preserved by that technique.

The CASPAR project adopted what it called accelerated lifetime testing by simulating changes in hardware, software, environment and the knowledge base of designated communities; using CASPAR techniques in well defined scenarios using many types of data from many disciplines it was claimed that this was solid evidence for the efficacy of the proposed CASPAR solution. Note that the CASPAR testbed is not a piece of software but rather a general approach within which other specific pieces of software can be tested.

Other projects have proposed different test beds and environments, for example the Vienna test bed and that the PLANETS test bed which are closely related, is a piece of software which gives prominence to significant properties. The SHAMAN Integration Subprojects (ISPs) are testbeds set out to embed preservation features into production and reuse environments. In addition, commercial companies like Tessella have systems (in their case, SDB) that can operate at scale (e.g., migrating complex logical objects consisting of hundreds of thousands of files) and into which new tools can be plugged. This allows their customers to test tools and techniques on content held within their repositories than might not be able to be sent to an external testbed (e.g., for size or security reasons). At the level of bit preservation there are numerous digest techniques, and indeed digests of digests such as ACE [11].

In this work package we will look across partners and beyond to identify candidate testing techniques. These will be classified and themselves tested against various types of data and scenarios; a number of open competitions will be organised to encourage a competitive spirit. Ultimately we aim to produce a collection of testbeds environments from either APARSEN partners that are able to provide such services which will include testing procedures and test data, together with test software if appropriate, which can be used to provide a common measure for digital preservation techniques. We recognise of course that this collection of tests will not be perfect but we believe it will be possible to provide a benchmark regarding test environment capabilities.

At the very least the testing should provide evidence about effectiveness of the tools against changes over time in hardware, software, environment and changes in the knowledgebase of the Designated Communities.

Task 1410: Identification of testbed techniques and tools

This task collects together the various testbeds environments which are available.

Task 1420: Testbed Environment suite

This task produces a testbed environment suite with associated testbed procedures. To facilitate this partners will make their testbeds environments, procedures, test data and software available to other partners.

List of deliverables

  • D14.1 Report on testing environments (M14)

Description of deliverables

D14.1) Report on testing environments: This deliverable consists of a report which summarises the test environments which have been examined and the proposed common testing approach, and also provides a framework within which to evaluate the efficacy and applicability of proposed preservation tools and techniques, for example what types of digital objects the tool/technique is/is not useful for and what types of changes the tool/technique can guard again (changes in hardware, software, environment and knowledgebase of designated communities). [month 14]


Further revisions in response to feedback from Project Officer 12th/14th December

Task 1410: Identification of testbed techniques and tools

This task collects together the various testbeds environments which are available within the project consortium of partners, and identifies previous test environments that have influenced the validation of digital preservation techniques and tools.

Task 1420: Testbed Environment suite

This task produces a testbed environment suite with associated testbed procedures. To facilitate this partners will make their testbeds environments, procedures, test data and software available to other partners. within the constraints of the funding available within the work package

List of deliverables

  • D14.1 Report on testing environments (M26)

Description of deliverables

D14.1) Report on testing environments: This deliverable consists of a report which summarises the test environments which have been examined and the proposed common testing approach, and also provides a framework within which to evaluate the efficacy and applicability of proposed preservation tools and techniques, for example what types of digital objects the tool/technique is/is not useful for and what types of changes the tool/technique can guard again (changes in hardware, software, environment and knowledgebase of designated communities). [month 26]

-- SimonLambert - 2012-10-15



WP15 Internal workshops, symposia and events: amending the DoW

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Start month End month WP leader
4 48 KANW-DANS

Objectives

In this work package we collect together the organisation of the internal workshops and symposia which bring together the research which partners have been actively investigating. The aim is to ensure that knowledge is spread between the members so that we avoid silos of information within the consortium. These meetings will play an important role in building out integrated conceptual view of developing, dynamic, fields of investigation.

Description of work and role of partners

In each of the areas in the research topics we plan to organise regular workshops, across silos. In order to reduce the costs of travel we will exploit virtual meetings i.e. Web conferencing and telecons for meetings up to 3 hours long. These short meetings will be held approximately every two months. Longer meetings between research work packages will also be held, many hold adjacent to the six monthly All Hands meetings.

It will be important to reach research in many parts of the partner organisations beyond those which are directly connected with this project. In very large organisations such as ESA and CERN, they may be many defenders of groups each researching in an area which has connection to digital preservation.

Where possible these workshops will be recorded so that those who cannot participate directly will have the opportunity to watch and listen to the workshops at their leisure. These recordings will also be useful for training purposes.

List of deliverables

  • D15.1 Register of workshops and attendees (M44)
  • D15.2 Collection of workshop recordings and evaluation of their possible impact on the whole community (M48)

Description of deliverables

D15.1) Register of workshops and attendees: This register will contain the names and affiliations of attendees at the workshops. What we would hope to see is that we have attendance from a growing number of APARSEN members and, most importantly, a growing variety of members of the larger organisations; this would indicate a growing penetration into those organisations. Intermediate deliveray at M26 [month 44]

D15.2) Collection of workshop recordings and evaluation of their possible impact on the whole community: The evaluation will be based on evidence such as the number of downloads from non-APARSEN organisations. Intermediate delivery at M26. [month 48]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-15



WP16 Common tools, software repository and market place: amending the DoW

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Start month End month WP leader
8 48 APA

Objectives

This workpackage creates and populates a repository of preservation-related software.

Description of work and role of partners

Allowing central access toProvides a central point of information about preservation software modules or services that have been designed and developed in regional and EU funded projects. it is necessary to move from heterogeneous, chaotic and unmanaged storage strategies to a common well managed and structured repository that holds the software modules or pointers to external repositories such as Sourceforge. We will adopt a repository system within which can be deposited the source code, service modules and executables together with the required documentation about requirements that have been addressed, application and user guides, prototypical implementation examples, and metadata sets that allows one to find and retrieve the stored information as well as the licensing and contact details about their originators. The source code, service modules and executables software modules themselves may be stored, or provided simply as references to other repositories.

We believe that we will not need to implement new repository software, although some customisation may be necessary. A repository will be adopted so that partners can deposit software or references to software.

List of deliverables

  • D16.1 Software repository (M1420)

Description of deliverables

D16.1) Software repository: The software repository will contain the software or pointer to the software together with descriptions, categorisations and annotations which will allow users to find appropriate tools for their requirements. Of particular importance is information about the strengths and areas of applicability of each tool. The system will allow users to provide their own evaluations and annotations. [month 1420]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-15



WP21 Preservation services: amending the DoW

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Start month End month WP leader
11 26 STFC

Objectives

A preservation service is understood to be of general applicability—not specific to the preservation activity of a particular organisation—and something that could, in principle, be offered by a third party—so not a desktop tool. There are of course blurred boundaries between services and tools, but the general distinction will be kept in mind. The aim of this work package is to characterise a set of services covering the spectrum of needs of digital preservation and to examine what services already exist, are under development, or have potential for development the preservation services which can be shared between organisations. As noted in section B1.3, the starting point will be the PARSE.Insight roadmap. A critical part of the process will be to analyse the range of services in terms of their applicability to confront each of the competing proponents with different views and different types of digitally encoded information. This will be done through dedicated internal workshops and testbeds from WP1400.

It is possible that some of the techniques will be found to be of limited applicabilityunsatisfactory but it might also be expected that as one challenges different approaches one sees that each is applicable to particular disciplines or specific types of digital objects; however some may be seen to be generally applicable. We are seeking to identify both the general, infrastructure-type components as well as delimiting the applicability of specific servicestools and techniques. Of particular importance is that the preservation services will at least address the services described by the PARSE.Insight Roadmap.

This will form part of the common vision of APARSEN, and feed into the Virtual Centre of Excellence, for which provision of services is a possible activity and source of revenue.

Description of work and role of partners

Task 2110 Collection of preservation services

This task will gather a preliminary set of services that already exist or are under development, drawing on the knowledge of the participants. identify the broad requirements and design constraints for shared preservation services. The initial set of services will be characterised in terms ofbased on the technical components in the PARSE.Insight roadmap [2]. This includes services to counter the fundamental threats to digital preservation identified in the PARSE.Insight survey. * Registry services for Representation Information

  • Services to capture knowledge about changes in hardware, software, environment and things which affect the Knowledgebase of Designated Communities and to stimulate the creation of required Representation Information.
  • Services to audit and certify repositories
  • Storage services which look after Provenance and other components of an Archival Information Package

These were illustrated in the CASPAR diagram of preservation workflows.

A number of e-Infrastructure projects are underway; in particular SCIDIP-ES [REF] aims at putting production level services in place based on the CASPAR conceptual model which we know is consistent with the PARSE.Insight roadmap. However we know that EUDAT [REF] also aims at producing services to help preservation. The requirements from these and other projects will be critically evaluated, especially from the point of view of the memory institutions which are not well represented in the e-Infrastructure projects.

Some of the economic and social issues associated with these services are investigated in Stream 3.

Task 2120 Characterisation of preservation servicesPreservation workflow comparisons

This task will set up a multidimensional classification of arrange comparisons between preservation techniques and services in order to come to some common view of what services are common and where are the boundaries of applicability for the other techniques. The aim is to describe the "landscape" of services which will then be analysed with recommendations in the following task. This will be done by challenging the services with a range of scenarios and types of data.various proponents with data outside their normal comfort zones in dedicated internal workshops. Data types would include static, dynamic, complex, simple etc described in [REF]; preservation would be tested against the common testbed environments from WP1400.

Task 2130 Prospects for preservation servicesPreservation service definitions

This task will map out the landscape of preservation services which will help organisations preserve their digital holdings against changes including in hardware, software, environment and knowledge bases of designated communities. Based on the characterisation set up in the previous task, features will be identified such as:

  • promising current directions
  • gaps in coverage implying priorities for service development
  • domain-specific considerations

List of deliverables

  • D21.1 OverviewDesign of preservation services (M24)

Description of deliverables

D21.1) OverviewDesign of preservation services: This deliverable will summarise the services surveyed, describe the classification scheme adopted, and give the results of the analysis of the landscape of services. list the categorised requirements of the various user communities and the actual operative definition of the services to fulfil those requirements. It will be based on the available technologies and oriented towards the possible research developments (so it will be not just be a theoretical roadmap). The key point is that this deliverable should demonstrate a high degree of the user communities ‘consensus’ on the services requirements illustrated in the PARSE.Insight surveys, case studies and Roadmap, supplemented by any similarly extensive body of evidence. [month 24]


IDEA! Implications of loss of Philips, Microsoft and IKI-RAS

Philips had 3 pm, Microsoft 2, IKI-RAS 7 (none spent). The loss of Philips can be covered by other partners representing the "user" perspective, particularly given the plan to seek input from data holding partners outside the WP. IKI-RAS would have represented another user angle, space data, which hopefully can be covered by other science data holders; the figure of 7 pm was probably unrealistic. Microsoft could have contributed a view of services as a supplier; however Tessella remains, as a specialist in the digital preservation area and with knowledge of the competitors. Furthermore, input from SCIDIP and EUDAT can be taken into account, which was not known to be available at the time the original DoW was drawn up. Thus no change or action is needed due to these withdrawals.


Further revisions in response to feedback from Project Officer 12th/14th December

PO's comment on this WP:

"Be clearer about research input of WP (not just a summary of what is available)"

Response is to add the following text before the last paragraph:

"The research aspect of this work package is the mapping of the space of potential services and the analysis of how that space is occupied and where further efforts are needed. A relationship will also be made to the requirements of different domains, as a further dimension of analysis. This goes beyond a simple summary list of what services are available."

-- SimonLambert - 2012-10-03



WP22 Identifiers and citability: amending the DoW

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Start month End month WP leader
4 48 FRD

Objectives

The persistent identification of digital, and human, resources is a crucial issue for the whole information society. Location, discoverability and citability of resources (ranging from raw data to datasets to publications etc.) and people depend on Persistent Identifiers (PI). Some notable experiences have emerged in different domains, like URN in use by research institutes and libraries (NBN) or DOI in use by publishers and libraries, but some weak points still remain:

  • some institutions have not yet implemented a standard identifier system
  • a global unique technology cannot be expected/imposed
  • a unique access point to a joint cross-domain service is missing
  • added value services tailored on different user communities are still inadequate

Moreover the user communities have different visions and approaches to PI concepts, different objects, granularity of what an identifier must refer to, different legal and cost models.

Some experience with semantic web approaches have arisen and sound promising but adoption by user communities is still not very wide and mature.

For the identification of people, the ORCID [12] initiative aims to provide unique identifiers for researchers linkable to an individual's research output, to enhance the scientific discovery process and improve the efficiency of funding and collaboration. On this topic new iniatives are emerging, like the ISNI or national projects, so it becomes strategic to combine together the two trends with PI for objects and actors in orer to maximise the impact for final users.

To overcome these weaknesses, this WP aims to:

  • provide an overview of the current PI systems and criteria for evaluation
  • design a reference model to describe an interoperability framework and provide an integrated entry point
  • correlate PI systems for objects and actors
  • define community-driven added value services cross-sectorial both among PI domains for objects and among PI domains for actors

Description of work and role of partners

Task 2210 : Survey and benchmarking (M2-M5) (Lead UT)

Existing PI solutions present a fragmentary landscape because each of them addresses only a particular set of domain requirements. This task aims to defining a complete state of art of the available identifier systems adopted by different user communities.

The initial study will include an analysis of user requirements, use cases and scenarios, to help to outline a set of criteria in terms of organisational framework, object management, infrastructure and security. The final objective is to provide a benchmarking model, with criteria for evaluation, to support user communities and institutions in the identification of the appropriate PI system.

Task 2220: Identifier evaluation and integration into an Interoperability Framework and Reference Model (IFRM) (M5-M12) (Lead FRD)

The various identifier systems will be evaluated against the requirements. It is likely that no one system will satisfy all requirements. Therefore in order to create the conditions for an effective interoperability between credible PI systems, we believe it is necessary to define an Interoperability Framework which takes into account both organisational and technical issues. This task will take advantage of work ongoing in partners, and intends to provide a Reference Model that addresses functions, roles and responsibilities to implement a dynamic interoperability of heterogeneous PI systems checked by user communities against the benchmarks developed in Task 2210. Moreover the IFRM will be tested through a proof of concept, for example as a root name resolver.

Task 2230: Citability advanced services (M8-M32) (Lead FRD)

Due to the unprecedented growth of electronic resource (e-resource) availability, one of the questions currently being explored is: "how often are e-resources being cited in my research community?" The IFRM would allow the citability of cross-domain stable resources and consequently to build a number of services tailored on specific community requirements. The pervasiveness of the adopted services is in fact one of the key factors for an extensive consensus building and for the long term sustainability of the service itself.

In particular, by addressing the citability issues, it is possible to design advanced services for resources identified by different PI systems, such as:

  • bibliometric statistics to quantify original research and reviews;
  • cross citations allowing the user to move from one article to another at the citation level, regardless of journal or publisher;
  • a European register of certified resources for an automatic citation indexing system.
  • the ORCID initiative aims to provide unique identifiers for researchers linkable to an individual's research output

Regarding PI for actors the scenario will benefit of emerging initiatives like the ORCID or ISNI aiming to provide unique identifiers for researchers linkable to an individual's research output. Correlation of PI systems for objects with PI systems for actors will increase enormously the potential spectrum of services can be develop on the common base offered by the IF implementation.

The plan for the Year 2 and Year 3 is to start implementation of a demonstrator of the Interoperability Framework (IF) for PI systems both for objects and for actors. The plan can be divided in three steps.

i. Validation – Validation of the model through a user group with experts on PI; duration of the validation a couple of months; number of experts around 40; on-line working modalities and tools. ii. Demonstrator – Definition and set up of a demonstrator with selected resources from the APARSEN community, it‘s important to have data from different PI domains and for objects, people and bodies; definition of the publication modality and tools development in support of publication of data; population of the demonstrator with data; before end Nov 2012. iii. Services – Proposal of few services and development on a cross PI Domains (PIDs) basis using all the data available in the demonstrator; some basic services implemented before Jan 2013.

Some 'common policies' across many WPs are envisaged, like the use, development and promotion of the Glossary common to all the WPs in order to reinforce coordination among WPs, to increase the quality of the project publications and to outreach other user communities. Another relevant 'common policy' will take care of the long term preservation of the project publications with some repositories identification, WP22 will contribute as convenient to the PI policy definition. Furthermore, WP22 will develop cooperation with other WPs of the stream 2, in particular with WP25 for its specific competence about 'interoperability‘. WP25 will benefit from the IF implementation to build and test a set of interoperability services.

An important part of the embedding this work as part of the VCoE will be to create collaborations with DOI foundation and DataCite, Handle community, NBN national centres, PersID project, EPIC and KE consortia, as well as with the PI systems for people and authors like ORCID and ISNI and VIAF in order to enrich the scenario of persistent identification in the digital world.

Particular attention will be devoted to experiences like Europeana, PersID [www.PersID.org] aiming to implement some first pilot services and ORCID.

These services are addressed to all the different communities but it is envisaged to identify new prospective services oriented to cluster communities at national or international level.

A series of success indicators will be identified to evaluate the pervasiveness of the proposed services

Very large databases and subsets of results that are dynamically generated by experiments require a model for data citation that scales well. The model will use existing persistent identifier models and enable data citation potentially across several databases. The model will be based on assigning persistent identifiers to queries selecting the subsets of data used for an experiment setting, ensuring both result set identity as well as result list (sorting identity) across several and potentially migrated databases. This approach will be tested via case-studies in cooperation with some APARSEN partners and other DP projects with eScience data in the engineering and sensor networks domain, as well as via a set of bilateral/individual case studies with researchers in different communities.

List of deliverables

  • D22.1 PI system framework (M12)
  • D22.2 Set of added value services and evaluation of user satisfaction (M36)
  • D22.3 Demonstrator refinement and user community engagement and satisfaction assessment (M48)

Description of deliverables

D22.1) PI system framework: This deliverable provides a Reference Model that addresses functions, roles and responsibilities needed to make heterogeneous PI systems interoperable. [month 12]

D22.2) Set of added value services and evaluation of user satisfaction: The first part of this deliverable aims at describing a set of advanced services that can be developed within the Reference Model. [month 24]. The second part release of the deliverable will report about the practical implementation of the demonstrator, some selected added value services and the early results of the cooperation with other EU and Internationale initiatives in the field. [month 36].

D22.3) The Final DE reports the results of the user-driven demonstrator refinement, user community engagement and satisfaction assessment, and the results of other EU initiatives in the fields [month 48].


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-16



WP23 Storage solutions: amending the DoW

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Start month End month WP leader
11 26 ESA

Objectives

Storage is a central component in any preservation solution, and requires special functionalities in order to adequately address the need of a preservation system. Partners’ needs for storage may vary substantially, e.g. in required capacity, number of objects, size of a typical object, geographical locations. Furthermore, depending on the nature of the data and its usage pattern, performance needs may vary greatly.

New technological approaches are required that meet the legal, business, cost, and scalability requirements of the ‘digital age’ for long-term digital information retention. Recent advances in solutions for Storage-as-a-Service, whereby storage is supplied by a storage provider in a pay-per-use mode, raise the option to adopt new technical solutions such as Cloud Storage as the basic storage for preservation systems. Such solutions are typically not enterprise in nature. A key aspect is to identify whether such technologies can not only address the cost and scalability needs, but also become a platform for trusted storage, addressing auditability, provenance and a desired level for data integrity.

The objective of this workpackage is to identify and compare partners’ needs in terms of digital objects preservation and their available and currently used storage approaches and technical solutions. The workpackage will identify the conditions under which external storage services would be used by partners, and will furthermore compare different external storage services and their fitness to preserve digital objects in terms of cost, legal, policy and business needs

* Possibly to rephrase into:

Generally, the context for this WP work relies on the fact that storage is an essential component in any digital preservation solution.

The objective of this workpackage is to highlight i) examples of storage solutions adopted or envisaged at some of WP23 partners premises, underlining aspects of digital preservation, and ii) research carried on about massive storage systems with respect to digital preservation, by some of WP23. This WP work will analyse such storage services primarily with respect to their any fitness to preserve digital objects. For this, WP partners will also provide information about cost parameters, law and policy related issues whenever available, in support of such analysis. Overall, due to their affiliation status and nature, different partners will give very different perspective about storage needs towards digital preservation. Finally, aspects related to data integrity, provenance information availability, and storage auditability are considered part of this WP work.

Description of work and role of partners

Task 2310 Storage solutions

Compare and contrast storage solutions implemented, planned or researched by consortium partners, and others e.g. Storage Networking Industry Association (SNIA) Data Task Force 100 Year Archive Requirements Survey [13]. Focus on dimensions such as: how long is the data preserved for, complexity of data, scalability, cost, availability, and legal regulations.

Task 2320 Evaluation and recommendation for storage solutions

This task will identify and recommend storage solutions for the long term. It will compare and survey commercial and non-commercial storage providers in terms of their cost model, validity of technology, trustworthiness, etc. For some storage providers, there is a potential risk of 'data lock in' since once the data is stored and managed it can be very difficult to migrate the data out and move it to a different solution. The task will investigate interoperability among different providers, and options to migrate data in and out of external providers.

* Possibly to rephrase into:

Task 2310 Storage solutions

Revise relevant examples of storage solutions adopted or envisaged at some of WP23 partners premises. The focus will be on key aspects leading to digital preservation, including main limitations.

Task 2320 Evaluation and recommendation for storage solutions

Summarise the outcomes of Task 2310 work and draft out a set of recommendations for ensuring digital presevration at storage resources level.

List of deliverables

  • D23.1 Storage solutions report (M26)

Description of deliverables

D23.1) Storage solutions report: This report will summarise the options available for storage, including in-house and use of external storage providers. It will summarise the evaluations of these against cost, reliability, preservation capabilities, technology lock-in etc. [month 26]

* Possibly to rephrase into:

D23.1) Storage solutions report: This report will summarise the work done in WP23. [month 26]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-16



WP24 Authenticity and provenance: amending the DoW

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Start month End month WP leader
3 14 CINI

Objectives

To review and recommend authenticity systems.

Description of work and role of partners

The revised OAIS defines Authenticity as the degree to which a person (or system) regards an object as what it is purported to be. Authenticity is judged on the basis of evidence. Much of this evidence consists of Provenance Information which is the information that documents the history of the Content Information. This information tells the origin or source of the Content Information, any changes that may have taken place since it was originated, and who has had custody of it since it was originated. The archive is responsible for creating and preserving Provenance Information from the point of Ingest; however, earlier Provenance Information should be provided by the Producer. Provenance Information adds to the evidence to support Authenticity.

In addition the fixity is also important to ensure that the bit sequences have not been changed where they should not have been. In some cases the data will have to be Transformed. OAIS points out that where the transformation is irreversible then one can define Transformational Information Property: An Information Property whose preservation is regarded as being necessary but not sufficient to verify that any Non-Reversible Transformation has adequately preserved information content. This could be important as contributing to evidence about Authenticity. Such Information Properties will need to be associated with specific Representation Information, including Semantic Information, to denote how they are encoded and what they mean. (The term ‘significant property’, which has various definitions in the literature, is sometimes used in a way that is consistent with its being a Transformational Information Property).

Provenance may reasonably [16] be divided into what we might term Technical Provenance – things that, for example, are recorded fairly automatically by software. This must be supplemented by Non-technical Provenance, by which we mean, for example, the information about the people who are in charge of the Content Information – the people who could perhaps fake the other PDI. In other words in order to judge whether we can trust the multitude of information that surrounds the Content Information, we must be able to judge whether we trust the people who were responsible for collecting it, and who may perhaps have been able to fake it.

Task 2410 Review of Authenticity systems

This task will:

  • Review work on authenticity and ways in which provenance, fixity and context are recorded by partners. This will include reviews on theoretical work on Provenance [14] as well as attempts at integrated models [15]. In addition techniques [11] ensuring that the bits have not been tampered with will be investigated
  • Evaluate the methodology for authenticity as delineated by CASPAR and InterPARES [17] as based on OAIS

Effort will be dedicated to a more complete definition of the interaction among the various components of the preservation systems with specific reference to their accuracy and reliability with reference to the procedures and processes related to the authenticity protocols as identified by CASPAR project on the basis of InterPARES concepts and OAIS models. These concepts and methods will be investigated in the other domains present in the network to identify the basis on which they can be applied and developed (specifically the methodology for setting protocols for authenticity and defining specific steps).

The issue of Transformational Information Properties will be also investigated with reference to the level of granularity required to ensure integrity and identity (important for authenticity) in the transfer from the digital objects creators to the repositories for preservation.

The main effort will be dedicated to the processes of collecting evidence about authenticity, the automation required and the ability to track information and components available in the lifecycle of digital resources. Further investigation, as part of the general methodology and conceptual framework for authenticity, will include:

1. creation of a consistent terminology and definitions, generally accepted and well understood beyond the professional communities involved in the preservation environment (but even there it lacks a cross-domains perspective): the definitions related to the attributes of preservation are not clearly expressed and present dangerous ambiguities with respect to the authenticity goals [44]. New terms (i.e. significant properties) are often required and used but do not necessarily contribute to the solution.

2. development of interrelations and concrete and open cooperation among the results of relevant projects (PREMIS [18], InterPARES , CASPAR, DRAMBORA, RAC [4], CIDOC.CRM) with the aim of building an interoperable framework: many environments specifically for the dynamic use of the resources as required because of the complexity of their layering and aggregations, the preservation is not only and mainly solved on the basis of a collection of metadata/information.

3. integration of conceptual models, schemas and business solutions to be developed in the application scenarios for handling relevant tasks as:

  • presumption and verification of authenticity
  • integrated use of relevant and flexible representation information possibly connected with approved schemas of descriptive systems (at least in the archival, library and museum domains where existing standard and recommendations at international level should be able to provide the required knowledge for identification of digital resources: this effort should be developed both with reference to the technical details but also by considering the semantic level required by the designated communities

Task 2420 Evaluation of authenticity evidence

Develop (or adopt) methods for creating evidence for the evaluation of authenticity which will be trusted by users.

This will be carried out by confronting the various proposed systems against the data which is held by the project partners.

Task 2430 Provenance Interoperability and Reasoning

Of particular interest is interoperability of Provenance systems. We will extend the CRM Digital (specialization of the ISO 21127:2006 standard CIDOC CRM) to the needs of digital preservation for various application domains. We would like to introduce the topic of "generalized reasoning on scientific Digital Provenance data for Digital Preservation". In the framework of the IP 3D-COFORM, we have considerably enhanced our Digital Provenance models from CASPAR to describe in any required detail the very complex data acquisition and data processing processes both on an atomic - processing step by processing step - and on an integrated level - from acquisition to data ready for publishing. A single acquisition process may create thousands of images and some terabyte of data. The complex processes yielding massive intermediate data and multiple versions of final products, reprocessing with improved methods or corrected input, give raise to a need for complex generic reasoning over provenance data in order to solve digital preservation tasks, such as inheritance of properties from superto subprocesses, inheritance along processing steps, merging metadata of intermediate steps, relevance, assessment, obsolescence control, "garbage collection"and appraisal, and others. In e-science, formats change rapidly, and frequently can only be identified via the software release that created the data. There is a need of an advanced schema (ontology) for registries of processing tools and their formats as well as some forms of reasoning.

List of deliverables

  • D24.1 Report on authenticity and plan for interoperable authenticity evaluation system (M14)
  • D24.2 Implementation and testing of an authenticity protocol on a specific domain (M14)

Description of deliverables

D24.1) Report on authenticity and plan for interoperable authenticity evaluation system: This report will describe the common view about how best to capture evidence about authenticity and to evaluate authenticity in a common way that allows the interoperability required to support changes in data holders and processing workflows. [month 14]

D24.2) Implementation and testing of an authenticity protocol on a specific domain: On the basis of the results of CASPAR project on authenticity protocols we define and test an operational version of the protocol for preservation processes in the e-gov domain, and usable across APARSEN members. [month 14]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-16



WP25 Interoperability and intelligibility: amending the DoW

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Start month End month WP leader
20 33 FORTH

Objectives

Research and development of techniques to support interoperability of data between organisations and disciplines.

Background

According to the IEEE definition interoperability refers to “the ability of two or more systems or components to exchange information and to use the information that has been exchanged”. Various aspects or layers of interoperability have been identified, mainly:

Syntactic interoperability. If two or more systems are capable of communicating and exchanging data, they are exhibiting syntactic interoperability, which is required for any attempt s of further interoperability. Specified data formats, communication protocols and the like are fundamental. For instance, XML or SQL standards provide syntactic interoperability. This is also true for lower-level data formats, such as ensuring alphabetical characters are stored in ASCII format in both of the communicating systems.

Semantic interoperability. Beyond the ability of two or more computer systems to exchange information, semantic interoperability is the ability to automatically interpret the information exchanged meaningfully and accurately in order to produce useful results as defined by the end users of both systems. To achieve semantic interoperability, both sides must defer to a common information exchange reference model. The content of the information exchange requests should be unambiguously defined: what is sent is the same as what is understood.

Focus of this WP

Digital preservation has been termed “interoperability with the future”. Regarding syntactic interoperability, special attention will be dedicated to the metadata and standard protocols in the sector with specific reference to analyse significant properties according to OAIS model. Case studies will be developed in specific domains (like the case of the Italian universities’ networks where interoperability services based on syntactic framework will be planned also with reference to the preservation issues) . Regarding semantic interoperability, we will address techniques and issues related to the use of ontology to identify and qualify information sources, including a) character set or representation (b) language interoperability, and the issues described within Task 2530.

Furthermore, we will also investigate collaborative methods for tackling such issues.

We should mention however that the crux of the interoperability problem is that digital objects and services have various dependencies (syntactic, semantic, etc). We cannot achieve interoperability when the involved parties are not aware of the dependencies of the exchanged artefacts. One general approach to tackle this problem is standardization. From the dependency point of view, standardization essentially reduces the dependencies or makes them widely known (it does not vanish dependencies). Apart from developing standards, it is worth investigating more flexible methods for tackling the interoperability problem. A rising question is whether we could tackle the interoperability problem without having to rely to several and possibly discrepant standards. It is worth investigating whether we could establish a protocol for aiding interoperability on the basis of explicit dependency management.

To facilitate practical interoperability we also need to share ideas and reach common views on virtualisation of different types of data, particularly those outlined in the Warwick workshop

Description of work and role of partners

Task 2510 Research and development of common services and models to support interoperability.

In this task we will gather the conceptual models, services and formats that are used by the partners to address concrete interoperability challenges in digital preservation and try to develop structure the complex landscape of interoperability models, virtualisation of data, management, storage etc to facilitate practical interoperability, services and formats that tackle the indentified discrepancies. This includes conceptual models for exchanging provenance metadata (e.g. CRM Digital and OPM). We will establish collaborations with relevant standardization bodies and stakeholder communities on new standards.

Task 2520 Intelligibility Modelling and Reasoning

There is a need for services that help archivists in checking whether the archived digital artefacts remain intelligible and functional, in identifying hazards and obsolescence risks and investigating the consequences of probable losses. To tackle these requirements [48] [T, DEXA’07] showed how such services can be reduced to dependency management services, while [47] [TF, ECDL’07] extended that model with disjunctive dependencies. Central notions of these works is the notion of module, dependency and profile. In a nutshell, a module can be a software/hardware component or even a knowledge base expressed either formally or informally, explicitly or tacitly, that we want to preserve. A module may require the availability of other modules in order to function, be understood or managed (e.g. OAIS RepInfo). A profile is the set of modules that are assumed to be known (available or intelligible) by a user (or community of users), so this is an explicit representation of the concept of OAIS KB. Based on this model, a number of services have been defined for checking whether a module is intelligible by a community, or for computing the intelligibility gap of a module. GapMgr is a system which has been developed based on this model, and has been applied in the context of the EU project CASPAR.

In the context of this NoE we will attempt to extend the framework of task-based dependencies. One promising direction is to found the extended framework on Horn Rules. The proposed framework and methodology, apart from simplifying the disjunctive dependencies of [47] [TF, ECDL’07], is expected to be more expressive and flexible as it will allow expressing the various properties of dependencies (e.g. transitivity, symmetry) straightforwardly. Subsequently we plan to elaborate on the inference services required for task-performability, risk-detection and computing intelligibility gaps. In addition we will evaluate various implementation approaches, e.g. implementations over ORDBMS (Datalog queries through Recursive SQL), Semantic Web (Ontologies and Rules SWRL). It is worth noting that due to disjunction there is not a unique way to fill an intelligibility gap. To tackle this problem we will elaborate on abductive reasoningreasoning techniques for computing intelligibility gaps.

Task 2530 Semantic Interoperability and Scientific Data

Activities related to semantic interoperability, ontologies and knowledge bases have been growing in relevance within Earth Observation (EO), and other disciplines. Within the EO domain there is a clear need to cope with needs ranging from knowledge capture (e.g.: for the description of Ground Segment components) to support semantic access to EO resources (e.g.: for the identification of relevant EO products) to preservation attributes identification. Different information organisation techniques are employed ( like thesauri, ontologies, topic maps), and various thesauri / dictionaries have been developed by a number of institutions: General Multilingual Environmental Thesaurus (GMET) by the EEA, Wiktionary by Wikipedia, Eurovoc by the EC Publications Office, Semantic Web for Earth and Environmental Terminology (SWEET) by NASA, are some of the high relevant European and international initiatives. To support semantic access to EO resources relevant for a particular application domain, we can identify suitable tools and information organisation techniques, but there are often unbreakable barriers, for various and different reasons, which prevent reusing existing thesauri / dictionaries, issue which is exacerbated when preservation issues need to be taken into account.

Within this task we will address the limitations and barriers, establishing a networking capability with the objective to overcome them, taking into account a set of common high level objectives and requirements to be agreed upon. Such semantic interoperability high level objectives should permit application experts to easily identify within the archive the EO missions, sensors or products useful for their activity, using familiar semantic terms pertaining to their application domain and to follow-up and identify relevant preservation attributes. The baseline objectives to be given as input to the task will be agreed upon with experts via workshops and networking events. We will use as seed discussion elements the objective: to permit an easy, semantic identification from non-EO domains of relevant EO resources and of their preservation attributes; to keep ontology and architecture as simple as possible; support multiple application domains and limit dependencies from evolution / changes, taking into account the long lasting objective of long term data preservation.

List of deliverables

  • D25.1 Interoperability Objectives and Approaches (M26)
  • D25.2 Interoperability strategies (M33)

Description of deliverables

D25.1) Interoperability Objectives and Approaches: This document will gather the interoperability objectives and guidelines agreed by experts and stakeholders from the participating communities. Subsequently it will propose interoperability services, standard models, formats and virtualisation models and interfaces propose a useful map/framework/matrix to structure the complex ecosystem of interoperability issues in digital preservation, helping users and key stakeholders to solve their practical interoperability issues (i.e. finding suitable solutions) in different areas of digital preservation and for different interoperability objects. This deliverable will be the result of Tasks 2510 and 2530. [month 26]

D25.2) Interoperability strategies: This document will propose a methodology for capturing, modelling, managing and exploiting various interoperability dependencies. At first it will describe methods for modelling tasks and their dependencies which can have conjunctive or disjunctive nature. Then it will elaborate on the reasoning services required and it will investigate technologies that can be used for realizing them. Since there may exist several methods to fill an intelligibility gap (if there are disjunctive dependencies), we will investigate whether abductive reasoning which reasoning techniques can be exploited. The document will also consider the results reported in D25.1 [month 33]


Further revisions in response to feedback from Project Officer 12th/14th December

Objectives

Research and development of techniques to support interoperability of data between organisations and disciplines.

Background

According to the IEEE definition interoperability refers to “the ability of two or more systems or components to exchange information and to use the information that has been exchanged”. Various aspects or layers of interoperability have been identified, mainly:

Syntactic interoperability. If two or more systems are capable of communicating and exchanging data, they are exhibiting syntactic interoperability, which is required for any attempt s of further interoperability. Specified data formats, communication protocols and the like are fundamental. For instance, XML or SQL standards provide syntactic interoperability. This is also true for lower-level data formats, such as ensuring alphabetical characters are stored in ASCII format in both of the communicating systems.

Semantic interoperability. Beyond the ability of two or more computer systems to exchange information, semantic interoperability is the ability to automatically interpret the information exchanged meaningfully and accurately in order to produce useful results as defined by the end users of both systems. To achieve semantic interoperability, both sides must defer to a common information exchange reference model. The content of the information exchange requests should be unambiguously defined: what is sent is the same as what is understood.

Focus of this WP

Digital preservation has been termed “interoperability with the future”. This WP will elaborate on the interoperability problem, considering challenges, accomplishments and remaining gaps. In particular it aims at providing:

  • An overview of ongoing and past projects and initiatives on interoperability in different areas of digital preservation.
  • A description of the main interoperability scenarios and challenges encountered by partners and other stakeholders in their daily life activity that served to drive the definition of the main common interoperability objectives and guidelines for digital preservation.
  • An analysis of the current solutions adopted to enable semantic interoperability in the domain of Earth Science, building on the experience of one of the partners of the WP25, i.e. ESA, that is actively involved in the Earth Observation Long Term Data Preservation (LTDP) programme to favour the set-up of a European Framework for the long term preservation of Earth Science (ES) data.
  • An analysis of the key questions about global semantic interoperability in digital preservation enabled by the Semantic Web initiative and Linked Data, including an overview of the main strengths and weaknesses of the approach.
  • A broad matrix of models, standards and services for interoperability that cross the main areas of digital preservation which can be used as a tool to navigate the complex ecosystem of the current interoperability solutions, helping users and key stakeholders to solve their practical interoperability issues in different areas of digital preservation and for different interoperability objects.
  • A set of common interoperability objectives and guidelines to address the main interoperability challenges in digital preservation.
  • An analysis of the common interoperability objectives in terms of their dependencies, for defining a methodology for modeling these dependencies and enabling services like task performability checking, which in turn could reduce the human effort required for periodically checking or monitoring whether a task on an archived digital object or collection is performable,
Digital preservation has been termed “interoperability with the future”. Regarding syntactic interoperability, special attention will be dedicated to the metadata and standard protocols in the sector with specific reference to analyse significant properties according to OAIS model. Case studies will be developed in specific domains (like the case of the Italian universities’ networks where interoperability services based on syntactic framework will be planned also with reference to the preservation issues) . Regarding semantic interoperability, we will address techniques and issues related to the use of ontology to identify and qualify information sources, including a) character set or representation (b) language interoperability, and the issues described within Task 2530. Furthermore, we will also investigate collaborative methods for tackling such issues. We should mention however that the crux of the interoperability problem is that digital objects and services have various dependencies (syntactic, semantic, etc). We cannot achieve interoperability when the involved parties are not aware of the dependencies of the exchanged artefacts. One general approach to tackle this problem is standardization. From the dependency point of view, standardization essentially reduces the dependencies or makes them widely known (it does not vanish dependencies). Apart from developing standards, it is worth investigating more flexible methods for tackling the interoperability problem. A rising question is whether we could tackle the interoperability problem without having to rely to several and possibly discrepant standards. It is worth investigating whether we could establish a protocol for aiding interoperability on the basis of explicit dependency management. To facilitate practical interoperability we also need to share ideas and reach common views on virtualisation of different types of data, particularly those outlined in the Warwick workshop

Description of work and role of partners

Task 2510 Research and development of common services and models to support interoperability.

In this task we will gather the conceptual models, services and formats that are used by the partners to address concrete interoperability challenges in digital preservation and try to develop structure the complex landscape of interoperability initiatives, models, virtualisation of data, and solutions management, storage etc to facilitate practical interoperability, services and formats that tackle the indentified discrepancies to identify the future objectives and propose the possible recommendations to fill the identified discrepancies and gaps. This includes conceptual models for exchanging provenance metadata (e.g. CRM Digital and OPM). We will establish collaborations with relevant standardization bodies and stakeholder communities on new standards.The identified gaps could be used as input for activities that could lead to new standards and interoperability services.

The specific objectives of this task are: 1) to describe ongoing and past projects and initiatives on interoperability in different areas of digital preservation and for different stakeholders and domains; 2) to gather models, standards and services adopted to address different digital preservation interoperability issues in order to provide a concrete tool to classify these solutions and allow a better understanding of this complex ecosystem; 3) to analyze some example interoperability scenarios and challenges encountered by partners and other stakeholders in the domain of digital preservation that serve to drive the definition of the main common interoperability objectives and guidelines for digital preservation. 4) to provide a set of recommendations to fill the gap and discrepancies between the current situation and the future goals and objectives.

Task 2520 Intelligibility Modelling and Reasoning

Each interoperability objective/challenge, like those that will be collected in T2510, is a kind of demand for the performability of a particular task (or tasks). In this task (T2520) we will identify such tasks, we will reflect on their dependencies and on how these can be modelled. The objective is to propose a modelling approach that enables the desired reasoning, e.g. task performability checking, which in turn could greatly reduce the human effort required for periodically checking or monitoring whether a task on an archived digital object or collection is performable, and consequently whether an interoperability objective is achievable. Such services could also assist preservation planning, especially if converters and emulators can be modeled and exploited by the dependency services. Finally, we will propose technologies for implementating the proposed modeling approach and we will report results and recomendations.

There is a need for services that help archivists in checking whether the archived digital artefacts remain intelligible and functional, in identifying hazards and obsolescence risks and investigating the consequences of probable losses. To tackle these requirements [48] [T, DEXA’07] showed how such services can be reduced to dependency management services, while [47] [TF, ECDL’07] extended that model with disjunctive dependencies. Central notions of these works is the notion of module, dependency and profile. In a nutshell, a module can be a software/hardware component or even a knowledge base expressed either formally or informally, explicitly or tacitly, that we want to preserve. A module may require the availability of other modules in order to function, be understood or managed (e.g. OAIS RepInfo). A profile is the set of modules that are assumed to be known (available or intelligible) by a user (or community of users), so this is an explicit representation of the concept of OAIS KB. Based on this model, a number of services have been defined for checking whether a module is intelligible by a community, or for computing the intelligibility gap of a module. GapMgr is a system which has been developed based on this model, and has been applied in the context of the EU project CASPAR. In the context of this NoE we will attempt to extend the framework of task-based dependencies. One promising direction is to found the extended framework on Horn Rules. The proposed framework and methodology, apart from simplifying the disjunctive dependencies of [47] [TF, ECDL’07], is expected to be more expressive and flexible as it will allow expressing the various properties of dependencies (e.g. transitivity, symmetry) straightforwardly. Subsequently we plan to elaborate on the inference services required for task-performability, risk-detection and computing intelligibility gaps. In addition we will evaluate various implementation approaches, e.g. implementations over ORDBMS (Datalog queries through Recursive SQL), Semantic Web (Ontologies and Rules SWRL). It is worth noting that due to disjunction there is not a unique way to fill an intelligibility gap. To tackle this problem we will elaborate on abductive reasoningfor computing intelligibility gaps.

Task 2530 Semantic Interoperability and Scientific Data

This task will serve two purposes:

  • to highlight the barriers which currently hamper semantic exploitation of scientific data, with focus on Earth sciences domain
  • to identify a number of solutions enabling semantic interoperability and exploitation of those data, promoted by the European Space Agency (ESA)
Results of such investigation work will be collected into internal project deliverable D25.3 "Semantic interoperability and scientific data, in the domain of Earth sciences" (ESA, M22). The overaching goal of D25.3 is to allow deriving recommendations with respect to exploiting semantic aspects of scientific data in support of their long term preservation. D25.3 is concepted to provide D25.1 with a comprehensive description of main interoperability issues of one specific scientific domain, and so be instrumental for deriving D25.1 conclusions and recommendations.

Activities related to semantic interoperability, ontologies and knowledge bases have been growing in relevance within Earth Observation (EO), and other disciplines. Within the EO domain there is a clear need to cope with needs ranging from knowledge capture (e.g.: for the description of Ground Segment components) to support semantic access to EO resources (e.g.: for the identification of relevant EO products) to preservation attributes identification. Different information organisation techniques are employed ( like thesauri, ontologies, topic maps), and various thesauri / dictionaries have been developed by a number of institutions: General Multilingual Environmental Thesaurus (GMET) by the EEA, Wiktionary by Wikipedia, Eurovoc by the EC Publications Office, Semantic Web for Earth and Environmental Terminology (SWEET) by NASA, are some of the high relevant European and international initiatives. To support semantic access to EO resources relevant for a particular application domain, we can identify suitable tools and information organisation techniques, but there are often unbreakable barriers, for various and different reasons, which prevent reusing existing thesauri / dictionaries, issue which is exacerbated when preservation issues need to be taken into account. Within this task we will address the limitations and barriers, establishing a networking capability with the objective to overcome them, taking into account a set of common high level objectives and requirements to be agreed upon. Such semantic interoperability high level objectives should permit application experts to easily identify within the archive the EO missions, sensors or products useful for their activity, using familiar semantic terms pertaining to their application domain and to follow-up and identify relevant preservation attributes. The baseline objectives to be given as input to the task will be agreed upon with experts via workshops and networking events. We will use as seed discussion elements the objective: to permit an easy, semantic identification from non-EO domains of relevant EO resources and of their preservation attributes; to keep ontology and architecture as simple as possible; support multiple application domains and limit dependencies from evolution / changes, taking into account the long lasting objective of long term data preservation.

List of deliverables

  • D25.1 Interoperability Objectives and Approaches (M26)
  • D25.2 Interoperability strategies (M33)

Description of deliverables

D25.1) Interoperability Objectives and Approaches: This document will gather the interoperability objectives and guidelines agreed by experts and stakeholders from the participating communities. Subsequently it will propose interoperability services, standard models, formats and virtualisation models and interfaces propose a useful map/framework/matrix to structure the complex ecosystem of interoperability issues in digital preservation, helping users and key stakeholders to solve their practical interoperability issues (i.e. finding suitable solutions) in different areas of digital preservation and for different interoperability objects. This deliverable will be the result of Tasks 2510 and 2530. [month 26]

D25.2) Interoperability strategies: This deliverable will analyze the main intelligibility objectives (identified in D25.1) through a dependency point of view for proposing a modeling approach that can automate task-performability checking and thus assist usability and preservation planning. Specifically, it will propose a methodology for capturing, modelling, managing and exploiting various interoperability dependencies. At first it will describe methods for modelling tasks and their dependencies which can have conjunctive or disjunctive nature. Then it will elaborate on the reasoning services required and it will investigate technologies that can be used for realizing them. Since there may exist several methods to fill an intelligibility gap (if there are disjunctive dependencies), we will investigate whether abductive reasoning which reasoning techniques can be exploited. [month 33]



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WP27 Scalability: amending the DoW

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Start month End month WP leader
20 31 IBM

Objectives

There are many aspects to the scalability of preservation systems. Scalability needs to address:

  • Total capability (in TB)
  • Number of digital objects and size of each objects (e.g. video objects or small documents)
  • Distribution – how geographically dispersed is the system
  • Degree of sharing, namely at what level does it support multiple curators and multiple users, and concurrency requirement
  • Security in a multi-tenant environment which hosts data shared by different curators
  • Availability – are objects expected to be available at any time from anywhere?
  • Number of versions of the same object
  • Connections between different objects (e.g., connection between a publication and the underling data it uses)
  • Amount of metadata and connections between metadata
  • Variety of data types
  • Substructure
  • Searchability

The objective of this workpackage is to understand what the important scalability parameters are in preservation systems. Of a particular importance is developing preservation support services which can be shared by many data curators, that can lead to a reduced cost infrastructure. identifying gaps in technology that prevent us from getting to the right level of scalability.

Description of work and role of partners

Task 2710 Scalability of services

This task will review of the scalability of storage and other techniques used and needed by partners . This will be contrasted with the extremely scalable solutions that exist today in the form of Cloud Storage providers. A starting point can be Tessella's work on measuring the scalability of the SDB solution and NARA’s ERA solutions. The scalability challenges identified in the Warwick Workshop report should also be addressed, for example dealing with hundred of billions of objects and objects of many petabytes. The initial work will consist of obtaining answers from partners, from existing surveys and our own questionnaires about scalability needs for long term digital preservation. We will obtain information from other projects considering scalability such as the SCIDIP-ES, SCAPE and ENSURE projects.

In addition, information will be collected about scalability of existing technology such as Tessella SDB, cloud storage, DuraSpace, etc., as well as in-house systems used in APARSEN partners.

Task 2720 Recommendations about scalability

Evaluation and recommendations. The task will identify the foremost important scalability parameters and dimensions that are needed for the partner's preservation systems. It will analyze implications on issues such as security and cost required to attain such levels of scalability. Specific recommendations will be given, with clear guidelines for how tools and techniques can be incorporated into real environments and, in particular the testing environments identified in workpackage 1400. Some of these tools can include external storage. identify gaps in technology than need to be addressed in order to attain the required levels of scalability. Recommendations will be given on tools and techniques. The recommendations report will be used by the VCoE to direct activities towards covering identified gaps and requirements.

List of deliverables

  • D27.1 Recommendations about scalability (M31)

Description of deliverables

D27.1) Recommendations about scalability: This report will summarise the challenges from, and possible responses to, scalability to be needed over the next decade or more. This will include estimates from partners and associated stakeholders about their requirements. [month 31]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-16



WP31 Digital Rights and Access management: amending the DoW

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Start month End month WP leader
27 38 Philips

Objectives

Create techniques for preserving the usefulness of Digital Rights associated with digital objects. Examination of techniques how to deal with DRM protected digital objects and identification of best practices for preserving the usefulness of their associated Digital Rights.

Description of work and role of partners

Task 3110 Review of DRM use and preservation

Review the work that has been done in consortium members and beyond into DRM requirements and preservation. For example, the CASPAR project developed and tested tools which allowed one to deal with a changing legislative base on which to determine the rights associated with the aid digital object, and also to accommodate a multiplicity of legal systems. These capabilities are needed both in the current European environment and also to deal with digital rights created right now but which need to be honoured in the future in a different legal environment and with different methods of encoding the digital rights.

Furthermore this task will work out why long term preservation of DRM protected material is a current and important challenge.

Task 3120 Digital Rights research

In this task we compare the implementations of different digital rights tools and evaluate them in a common testing environments.by building up a classification that shows, which tools are well suited for digital preservation and which are not. A number of important questions will be identified and a research map will be produced.

List of deliverables

  • D31.1 Report on DRM preservation (M38) (M36)

Description of deliverables

D31.1) Report on DRM preservation (: This report will summarise the research and requirements on DRM issues, including identification of appropriate tools. It will also contain an overview of appropriate best practices for dealing with DRM materials and its preservation.[month 38]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17

After finishing deliverable D31.1 the remaining time of two month will be used for presenting the work package results and its deliverable on conferences like DCC. It is planned to provide a paper based on the deliverable and/or present our results in form of a poster on poster sessions.

-- StefanHein - 2013-01-10



WP32 Cost/benefit data collection and modelling: amending the DoW

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Start month End month WP leader
11 26 BL

Objectives

Create models for the cost of preservation of digital objects Evaluate, test, validate and standardise cost models for the preservation of digital objects The objective of this WP is to evaluate and test cost models for the preservation of digital objects

Description of work and role of partners

Task 3210 Cost parameters

The data holders in the consortium encompass a wide variety of repositories and cost drivers. Many of the cost models which have been published, such as LIFE [37] and [38], are based on a library model with a limited number of parameters collected. The same is true of the work by Beagrie et al [39]. |Fontaine et al [40] collected a very large number of cost parameters; while this limited the ability to produce an explicit models of cost dependencies because there were many more parameters collected for each repository than there were repositories providing data and therefore the number of degrees of freedom was too limited, nevertheless there used a technique of finding similarities for any new proposed repository. Even so, limited attention was paid to do anything other than bit preservation and access; the requirements for preserving the usability of the information were not part of the costings.

There are many related points of view. For example CERN could provide an interesting insight to a discipline where the costs of producing data are enormous, into the billions of Euros, but scant, if any, examples of data preservation and re-use exist. This scenario could stress-test any kind of economic model in extreme conditions. Other data, such as observations of the Earth at particular times, cannot be reproduced because the earth constantly changes.

Cost parameters from selected cost models will be mapped to the trusted repositories ISO or OAIS model to ascertain where cost parameters lie within the digital landscape. This will enable a gap analysis to be carried out as well as an assessment of whether a standard model could be developed in the future. A number of cost models have been published which cover different elements of costs associated with repositories. A review of published cost models will be undertaken to map cost parameters against the ISO for Trusted Repositories (ISO16363). This will show how cost model parameters are concentrated or where areas of activity are not covered.

Task 3220 Cost data collection

Based on the list of cost parameters from task 3210, we will collect cost information, with appropriate anonymisation, from the consortium members and others. If we have had enough data we may be able to model certain aspects of the costs, failing that we will use techniques such as those of Fountain at al, to make cost predictions and compare those to a controlled set of repository data. Based on the list of cost parameters from task 3210, we will collect cost information, with appropriate anonymisation, from the consortium members and others and test published cost models. If we do not have enough data we will review the cost parameters against the ISO for Trusted Repositories further and identify areas for investigation and development.

List of deliverables

  • D32.1 Report on cost parameters for digital repositories (M26)
D32.2 Report on testing of cost models and further analysis of cost parameters (M30)

Description of deliverables

D32.1) Report on cost parameters for digital repositories: This report will present which we believe are important, a summary of the data collected and results of the test using the control set. It will include costing data collected from numerous archives covering a great variety of sizes, types, data holdings and governance. It will contain an investigation of the effect of the various parameters. [month 26] This report will include a high level analysis of published cost models. Results of the mapping exercise between cost parameters and the ISO on Trusted Repositories (ISO16363) will provide commonalities and differences between the cost models. D32.2)The results of the testing of models (with the limited data we have) will be included within this report. Where enough cost data is not available, further analysis of the mapping of cost parameters to the ISO on Trusted Repositories will identify areas for further investigation and development. A review of the results of the survey (included within WP36) related to cost models will also be provided as well as links to the new Coordination Action. [month 30]


Further revisions in response to feedback from Project Officer 12th/14th December

Objective amended to (DRAFT): The objective of this WP is to evaluate and test cost models for the preservation of digital objects

Task3210 - DRAFT A number of cost models have been published which cover different elements of costs associated with repositories. A review of published cost models will be undertaken to map cost parameters against the ISO for Trusted Repositories (ISO16363). This will show how cost model parameters are concentrated or where areas of activity are not covered.

Task 3220 - DRAFT Based on the list of cost parameters from task 3210, we will collect cost information, with appropriate anonymisation, from the consortium members and others and test published cost models. If we do not have enough data we will review the cost parameters against the ISO for Trusted Repositories further and identify areas for investigation and development

Deliverable D32.1 - to be split into two as follows: D32.1 Report on cost parameters for digital repositories due M26 This report will include a high level analysis of published cost models. Results of the mapping exercise between cost parameters and the ISO on Trusted Repositories (ISO16363) will provide commonalities and differences between the cost models.

D32.2 Report on testing of cost models and further analysis of cost parameters due M30 The results of the testing of models (with the limited data we have) will be included within this report. Where enough cost data is not available, further analysis of the mapping of cost parameters to the ISO on Trusted Repositories will identify areas for further investigation and development. A review of the results of the survey (included within WP36) related to cost models will also be provided as well as links to the new Coordination Action.

-- SimonLambert - 2012-10-17



WP33 Peer review and 3rd party certification of repositories: amending the DoW

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Start month End month WP leader
4 16 AFPUM

Objectives

Develop common method for peer review of data quality of data holdings and independent repository audit and certification. The analysis will consider self-audit as well as peer review, and the role of national arrangements and legislative constraints.

Description of work and role of partners

Task 3310 Repository test audit and certification (Task lead: STFC)

Building on the work of the ISO repository audit and certification working group of CCSDS [4], we will undertake a number of test audits of our data holding partners working with the ISO working group and using the metrics which they have set out. We expect coming out of such an audit not a simple yes/no answer but rather in view of the areas in which each repository need to improve. This is part of the standard ISO audit and certification approach, namely review, improvement plan, check.

We will also look at the possibility of implicit and explicit support in the national legislation. For example in the Italian case, the preservation function for e-government is under the control of the National Archives whose role is to verify the quality of the policies and staff involved. They are looking at the international recommendations like ISO guidelines (RAC) or self-auditing indications (DRAMBORA [25]). The outsourcers which preserve the digital archives of public and private bodies are also under control of the Archival administration: guidelines have been provided even if only at a general level.

Under this task we will fund the test audits and related activities required to support the research required to set up of the European Framework and the ISO Digital Repository Audit and Certification processes. The three levels of the European Framework will allow us to

  • start with the DSA
  • perform a self audit in more detail using ISO 16363 and the corresponding DIN draft standards
  • validate the results of the self certification using 3rd party auditors associated with ISO 16363. This will produce an improvement plan for each repository and together these will contribute to a best practice analysis and recommendations report.

The report should encourage other repositories to take part in this European audit and certification framework.

Task 3320 Data quality peer review

In this task we will look at a number of ways in which to assess data quality. For example we could use a formal review process analogous to that used in journal publications. Alternatively we could use the work from work package WP 2600 on the annotation and reputation to provide not so much a stamp of approval but rather a set of opinions with tools to allow the user to make up his or her own mind

List of deliverables

  • D33.1 Final report on peer review and 3rd party certification of repositories (M14)

Description of deliverables

D33.1) Final report on peer review and 3rd party certification of repositories: This report describes possible requirements and research agenda in the area of data quality, using input from domain scientists and the range of archives and other data holders within the consortium and associated with it. [month 14]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17



WP34 Brokerage services: amending the DoW

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Start month End month WP leader
11 26 APA (formerly IKI-RAS)

Objectives

Develop brokerage services required for preservation of digital holdings

Description of work and role of partners

Task 3410 Brokerage of data holdings

Research and develop ways in which repositories can come to agreement about handing on their data holdings in case a repository can no longer preserve its holdings and needs to hand them on. An implementation could for example be based on the CASPAR Orchestration Manager [26]. The aim would be to allow those holding data to register any which they believe they may not be able to afford to maintain. Other repositories have the opportunity to offer to host that data. For example they may have spare storage capacity and similar designated communities.

ESA has had experience of this type of brokerage operating in an ad-hoc manner, when it knows it has funding for particular dataset for a limited time after the end of the Earth Observation satellite project which produced it.

Task 3420 Brokerage of hardware and software

In this task we will research and develop ways in which organisations can share information about the availability of hardware and software. This would be useful in the case that a repository has physical media such as tapes or removable disks which it can no longer read, or datasets for which they no longer have software needed to process it. The simplest implementation would be a registration system which allows those who need that hardware or software to flag that requirement; those with such information could respond.

For both tasks a more pro-active system would try to actively match those in need with whose with a supply.

List of deliverables

  • D34.1 Report on brokerage options and estimate of usage (M26)
  • D34.2 Brokerage server report (M26)

Description of deliverables

D34.1) Report on brokerage options and estimate of usage: This report will describe the various types of brokerage systems in use and what is required from such a service together with estimates of the demands on such a service. [month 26]

D34.2) Brokerage server report: This will report on prototype systems to facilitate this type of brokerage. [month 26]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17



WP35 Data policies and governance: amending the DoW

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Start month End month WP leader
27 38 CSC

Objectives

The objectives of this Work Package are to devise a methodology for implementing the data access policy management mechanisms suggested for example in e-IRG Report on Data Management.

Data management is increasingly becoming policy-driven. There are issues like curation/privacy/liability/etc that will need serious consideration and are likely to drive policy, and hence interoperability must consider the propagation of policy. Data policies and governance should also have an in-built vision on how to support structured communities. Also policies defining how to manage data explotion: different policies need to be implemented at different scale (no extra copies after certain stage). The selection of materials for preservation should also be a political decision. The policies should also cover data as a liability, not only an asset. Specific cases will be considered with reference to the policies development. This requires:

  • Governance of Distributed Heterogeneous facilities
  • Interoperability of Data Access Policy Management Mechanisms
  • Interoperability of Data Privacy Environments
  • Interoperability of Legal Environments
  • Interoperability of Data Snapshot/Archive Policy Management Mechanisms
  • Interoperability of Data Curation Policy Management Mechanisms
  • Retention of Policy Management Information

Description of work and role of partners

Task 3510 To identify the stakeholders, bodies and individuals to be contacted, using project connections across Europe, which are responsible and implementing governance and data policies.

Task 3520 To draw up a web-based Questionnaire on governance models and data policies, which will be sent to all stakeholders identified in Task 3510

Task 3530 To collate the results of the survey from across Europe so as to develop scenarios for Governance, interoperability ans retention of policy management mechanisms.

Task 3540 To make recommendations on common governance and data policy management mechanisms to ensure legal and technical interoperability for permanent access to Europe’s digital materials To make guidelines on governance and data policy management mechanisms to enhance interoperability for permanent access to Europe's digital material

List of deliverables

  • D35.1 Exemplar good Governance structures and Data Policies (M38)

Description of deliverables

D35.1) Exemplar good Governance structures and Data Policies: Reveals the level of preparedness for interoperable Governance and data policy Makes targeted recommendationsguidelines to stakeholder communities at national level on how to improve governance and data policy interoperability Good governance structures for distributed heterogeneous data structures Flexible cooperation agreements to facilitate access to data [month 38]


Further revisions in response to feedback from Project Officer 12th/14th December

Objectives

The objective of this Work Package is to devise a methodology for implementing governance structures and data policies. This will be achieved by surveying current best practices on governance and data policies in a few selected countries in Europe.

Data management is increasingly becoming policy-driven, as noted for example in the e-IRG Report on Data Management. Interoperability issues in data management are important to ensure that the records of science are reachable and useful to other scientific fields enabling cross-disciplinary research. Further, issues like curation/privacy/liability/etc are likely to drive policy, and hence interoperability must consider the propagation of policy.

Description of work and role of partners

Task 3510 To identify the stakeholders, bodies and individuals to be contacted, using project connections, which are responsible and implementing governance and data policies in selected countries.

Task 3520 To draw up a web-based questionnaire on governance models and data policies which will be sent to all stakeholders identified in Task 3510. It is expected that roughly 30% of respondents will answer to the questionnaire, thus the number of potential respondents identified in the Task 3510 must be large enough in order to make justified conclusions based on answers. Further, particular attention will be paid to the questionnaire so that it will be easy to answer in order to increase the response rate. For example, the questions will be formulated such that respondent could answer to those without significant external consultation.

Task 3530 To collate the results of the survey so as to develop possible scenarios for governance, interoperability and retention of policy management mechanisms, based on current practices used in various repositories. This analysis will reveal different mechanism repositories use to get researchers motivated and for example what kind of restrictions or metadata requirements repositories have.

Task 3540 To make preliminary guidelines on governance and data policy management mechanisms to enhance interoperability for permanent access to the records of science.

List of deliverables

  • D35.1 Exemplar Good Governance Structures and Data Policies (M38)

Description of deliverables

D35.1) Exemplar good Governance structures and Data Policies: Reveals the level of preparedness for interoperable Governance and data policy in selected countries. Makes selected targeted guidelines to stakeholder communities at national level on how to improve governance and data policy interoperability. [month 38]

-- SimonLambert - 2012-10-17



WP36 Business cases: amending the DoW

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Start month End month WP leader
11 2630 UPAT (formerly LIBER)

Objectives

The objective of this WP is to devise a methodology for implementing the recommendations of the Blue Ribbon Task Force (BRTF) on economically-sustainable digital preservation (http://blueribbontaskforce.sdsc.edu/).

Economically-sustainable digital preservation requires: * Recognition of the benefits of digital preservation on the part of key decision-makers * Incentives for the decision-makers to act in the public interest * A process for selecting digital materials for long-term preservation * Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities * Appropriate governance of digital preservation activities

Given that APARSEN is focused in DP challenges for the records of science; we will focus the issue of economic sustainability in the context of Research Libraries. As a valid representative of this ecosystem, we will use the LIBER community of research libraries in Europe. Our aim is to produce a “roadmap”, where we will produce a diagnosis of the current landscape (“preparedness”) and give to research libraries guidelines for managing research data in the long run and under sustainable conditions.

Based on a survey methodology, desk research and in depth interviews with experts and practitioners within organizations active in digital preservation, this roadmap will provide an efficient method for defining and reporting about interaction of Science Memory Institutions with other stakeholders- policy makers, funders, private industry, defined by the BRTF as key stakeholders.

Furthermore we will develop Exemplar Business cases for each of the Stakeholder Groups (national and international agencies funders and sponsors of data creation, organizations with a stake in long-term access), interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s digital materials

WP36 will take under consideration WP32 (Cost/benefit data collection and modeling) specific needs for data feedback through the WP36 survey regarding Cost models used in various organizations.

The objectives of this Work Package are to devise a methodology for implementing the Recommendations of the Blue Ribbon Task Force on economically-sustainable digital preservation. The final Report of the Task Force is being launched in Washington DC on 1 April 2010 (see http://blueribbontaskforce.sdsc.edu/). Economically-sustainable digital preservation requires: * Recognition of the benefits of digital preservation on the part of key decision-makers * Incentives for the decision-makers to act in the public interest * A process for selecting digital materials for long-term preservation * Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities * Appropriate governance of digital preservation activities

!UPatras will lead this workpackage. Using a survey methodology, UPatras will survey key stakeholders with an interest in digital preservation in LIBER institutions and in all countries across Europe. The objective is to: * Ascertain the readiness of European countries to undertake economically-sustainable digital preservation across Europe

The National and International agencies category of stakeholders identified by the Blue Ribbon report will also be contacted.

Description of work and role of partners

Task 3610 To identify the bodies and individuals to be contacted, using project connections across Europe, which fall into the 4 categories of stakeholders identified by the Blue Ribbon Report: national and international agencies; funders and sponsors of data creation; organisations with a stake in long-term access; interested individuals

Task 3620 To draw up a web-based Questionnaire on economically-sustainable digital preservation, which will be sent to all stakeholders identified in Task 3610

Task 3630 To collate the results of the survey from across Europe so as to develop scenarios for each of the 4 categories of stakeholders as to their ability to fund/promote/perform economically-sustainable digital preservation

Task 3640 To produce a high-level Report analysing the findings of the survey, and making recommendations to each of the stakeholder groups on what is needed for them to perform their role in ensuring permanent access to Europe’s digital materials

List of deliverables

  • D36.1 Business Preparedness Report (M18 M24)
  • D36.2 Exemplar Business cases for each of the Stakeholder Groups (M26 M30)

Description of deliverables

D36.1) Business Preparedness Report: Reveals the level of preparedness by country for permanent access to digital materials Shows which of the 4 stakeholder groups, at a national level, are ready for promoting/ supporting/ undertaking economically-sustainable digital preservation and where the gaps are Makes targeted recommendations to stakeholder communities at national level on how to improve their role in supporting/providing permanent access to digital resources [month 18 month 30]

D36.2) Exemplar Business cases for each of the Stakeholder Groups: • national and international agencies • funders and sponsors of data creation • organisations with a stake in long-term access • interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s digital materials [month 26 month 26]

UPAT Proposal for Philips/IKI-RAS effort in WP36

WP36 leadership requires more time than initially estimated, especially after the withdrawal for PCL and Microsoft. Nevertheless regarding personnel costs, our proposal is to transfer a small amount of 750 € to UPAT personnel costs budget, thus changing the total effort of UPAT for Wp36 to 3,5 P/Ms.

Furthermore as WP36 work progresses it seems that there is a significant need for our "presence"/participation in a number of external and internal events in order to present the results on Business Cases. A demand far beyond our initial estimations in terms of travelling budget. This along with the higher travel costs for us due to geographical position (as well as to crisis...) has a result that our travel budget is not enough even to attend the minimum number of internal meetings for the next 2 years (A typical 2-3 days trip in Europe costs us 800-1000 €!). So, our proposal is to use an amount of 4.000 € from the «free» Philips/IKI-RAS budget in order to increase UPAT travel budget.

WP36 Future planning

  • Implementation of In depth interviews for exemplar business cases – M26
  • Production of D36.2 Exemplar Business cases for each of the Stakeholder Groups - M30
  • Integration with the results from the rest of Sustainability WPs (WP21, WP23, WP32, WP34) – M30


Further revisions in response to feedback from Project Officer 12th/14th December

Here it is the full text of the new WP36 DoW taking into account PO comments

*********************************************

Objectives

The objective of this WP is to devise a methodology for implementing the recommendations of the Blue Ribbon Task Force (BRTF) on economically-sustainable digital preservation http://blueribbontaskforce.sdsc.edu

Economically-sustainable digital preservation requires:

  • Recognition of the benefits of digital preservation on the part of key decision-makers
  • Incentives for the decision-makers to act in the public interest
  • A process for selecting digital materials for long-term preservation
  • Mechanisms to secure an ongoing, efficient allocation of resources to digital preservation activities
  • Appropriate governance of digital preservation activities

Given that APARSEN is focused in DP challenges for the records of science; we will focus the issue of economic sustainability in the context of Research Libraries. As a valid representative of this ecosystem, we will use the LIBER community of research libraries in Europe. Our aim is to produce where we will produce a diagnosis of the preservation of digital records of science current landscape (“preparedness”) in memory institutions, as well as a “roadmap”, a to provide recommendations to research libraries for managing research data in the long run and under sustainable conditions. Furthermore we will develop Exemplar Business cases for each of the Stakeholder Groups (national and international agencies funders and sponsors of data creation, organizations with a stake in long-term access), interested individuals which will make their case for them to be involved and to promote/support permanent access to Europe’s records of science.

Based on a survey methodology, desk research and in depth interviews with experts and practitioners within organizations active in digital preservation, this roadmap and use cases (success and failure stories) will provide an efficient method for defining and reporting about interaction of Science Memory Institutions with other stakeholders- policy makers, funders, private industry, defined by the BRTF as key stakeholders.

Within the framework of WP36 survey exercise we will take under consideration WP32 (Cost/benefit data collection and modeling) specific needs for data including in the questionnaire relevant questions about Cost models used in various organizations. The feedback from these questions will be used for both WPs objectives.

Description of work and role of partners

*Task 3610 To identify the bodies and individuals to be contacted, using project connections across Europe, which fall into the 4 categories of stakeholders identified by the Blue Ribbon Report: national and international agencies; funders and sponsors of data creation; organisations with a stake in long-term access; interested individuals To design and adopt a detailed methodology and tools for the implementation of WP task and deliverables. Given that our research will focus on LIBER community we will develop a detailed communication plan and furthermore we will make a list of potential cases of organizations around Europe with successful digital preservation activities in order to proceed with the development of exemplar business cases.

*Task 3620 To draw up a web-based Questionnaire on economically-sustainable digital preservation, which will be sent to LIBER community

*Task 3630 To collate the results of the survey in order to analyse the level of preparedness for permanent access to the records of science across Europe and gaps between users or stakeholder needs and governance and financial issues as enabling factors amd makes targeted recommendations (roadmapping) to the research libraries community on how to improve their role in supporting/providing permanent access

*Task 3640 To provide a collection of successful cases of implementation of preservation business models and a qualitative analyses and best practices based on these cases

List of deliverables

  • D36.1 Business Preparedness Report (M24)
  • D36.2 Exemplar Business cases (M30)

Description of deliverables

D36.1) Business Preparedness Report: Depicts the level of preparedness of institutions located across Europe, charged with the mission of securing the permanent access to digital materials, especially the records of scientific activities.

D36.2) Exemplar Business case: Provides

  • a collection of successful cases of implementation of preservation business models
  • a qualitative analyses and best practices based on the collected business cases
  • supporting qualitative information and analysis of successful cases to be integrated with quantitative findings of D36.1; in order to have real initiatives that support the analyses Library preparedness for permanent access to digital materials in EU, and provide the recommendations for implementing the BRTF.
  • Shows how Libraries organisations, national level, are ready for promoting/supporting/ undertaking economically-sustainable digital preservation and where the gaps are.
  • Makes targeted recommendations (roadmapping) to stakeholder communities at national level (here we shall devise a segmentation and clustering according to the typology and degree of preparation) on how to improve their role in supporting/providing permanent access to digital resources.

-- SimonLambert - 2012-10-17



WP41 External Workshops, symposia and events: amending the DoW

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Start month End month WP leader
7 46 LTU

Objectives

The objective of this WP is to contribute to the mobilisation of stakeholders towards creating the conditions for the existance and sustainability of the VCoE. To address this aim, WP41 will be focused in sharing APARSEN results with the targeted audiences defined in the APARSEN Communication Plan develped through WP44. The main communication channel of WP41 are events, mainly workshops and symposia involving participants outside the consortium. The aim will be to spread information and knowledge, and further advance the level of understanding digital preservation issues. Existing industrial and engineering networks, like for instance aerospace, automotive, and manufacturing industries pertaining to long term preservation, will be used part of this.

The scope of these workshops and symposia will be to inform stakeholders outside the consortium about Digital Preservation (DP) issues and the foreseen benefits DP practictioners could reap from VCoE services.. These stakeholders will then be able to “spread the word” both in academia and in industry to promote that digital preservation becomes a part of the research or information production workflow, as well as provide feedback to the APARSEN project.

Description of work and role of partners

This work package will be executed in different levels - identification of different needs among the groups of interest, planning, design and coordination of information and finally execution. This work package will act also in consultation with project internal workshops and programmes (mainly within WP 1500.) The work package will also cooperate with APA and other DP inititatives/projects regarding external arrangements such as workshops, conferences etc. The tasks will integrate key persons from inside and outside the consortium dealing with digital preservation in order to share the latest findings of the project and enable those key persons to spread the messages and findings of APARSEN to their own networks. The key persons will also feed information from the field back to the APARSEN project.

Task 4110: Identification of priority target audiences for workshops and communication actions (Task leader FTK)

This task will identify researchers outside the consortium membership which should be invited to the workshops. In addition to from research and industry further circles of interest such as senior or data managers, publishers, functionaries etc. will be identified and their needs examined throughout a survey or questionnaire.

Task 4120: Events and conference tracking (Task leader DANS)

In addition to the identification of target audiences also core events such as conferences, symposia etc. have to be spotted and registered. Keep on track relevant events and conferences and ensure presence of NoE in cooperation with other work packages and the project management. The list of gathered events has to be continuously maintained. The findings will be kept track of in the internal wiki and distributed to regular online updates (to be established within 4400).

Task 4130: Production of information material (Task leader INMARK)

This task involves the conceptualisation, drafting, publishing of information material, presentations etc. that may be of relevance for workshops. It will gather and take into account already existing material on digital preservation, etc. and output from other streams, integrate this information and create relevant information material.The collection of information material produced to support the portfolio of APARSEN events, will be annually reported in Deliverable D41.1.

Task 4140: Organisation and administration of events (Task leader LTU)

This task involves the actual organisation and administration of external events and symposia. It includes the finding of location, organisation of facilities, accounting etc. This wp also requires strong interdependency with wp 4300 (training), relying on its findings and programmes. 6-8 events will be organized/co-organized annually by APARSEN.

Task 4150: Engagement of external actors 1: Research (Relevant Actors and Stakeholders from Libraries, Publishers, and Data Centers and Research Institutions) (Task leader: LIBER supported by FTK)

In alignment with Tasks 1110 and 1330 actors and stakeholders within and outside the consortium will be engaged to reflect on existing gaps within the European e-infrastructure and discuss about the possible impact of measures aimed at optimizing the business relationships between libraries, archives, data centres. Possible models for cooperation and co-existence, but also common standards and policies will be assessed according to the perceived benefits of the respective parties involved. The task activies will be reported on in the D41.1.

Task 4160: Engagement of external actors 2: Industry and Engineering communities (Task leader: AIRBUS supported by ICT)

As described in Task 1120 and 1340 the technical recommender level of major industries are identified and addressed in the selected associations. In this work package liasons at industrial bodies will be engaged to collaborate in active workgroups, and thus work within and support the recommended activities also outside the consortium.

This will also lead into the development of a workshop to inform and educate industrial IT (PLM) Mangers about requirements to allow integration of long-term preservation evolving their current PLM processes. The task activies will be reported on in the D41.1.

List of deliverables

  • D41.1 Workshops planning and summary report (M46)

Description of deliverables

D41.1) Event planning and summary report: These reports will provide valuable evidence of the effectiveness of our work in Spreading Excellence. We would hope to see a cumulative growing number and variety of organizations attending these events, ensuring that we are not just speaking to those already converted. There will be intermediate deliveries at M14 and 26 [month 46]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17



WP42 Formal qualifications: amending the DoW

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Start month End month WP leader
16 46 FTK

Objectives

As stated in the introduction an “EU NoE should also help to set up the next generation of researchers through educational programs, and disseminate the research results through training” (page 10, B1.2 Long term integration). The aim of this work package is to support putting this statement into actionpromote the quality of research in Digital Preservation as well as to propagate the regard and the application of Digital Preservation in practice by leveraging the required skills and competence profiles within and beyond the library and information science community.

Within this work package formal qualifications are designed, such as educational programs for continuous professional education and qualification, course material is collected and arrangements for running these qualification programs are made.or the definition of DP curricula for higher education in selected disciplines. Admissible resources to be considered are references to ongoing/recurring offerings in higher education which address Digital Preservation issues, constituent (degree) courses/modules thereof, but also relevant learning/teaching material available electronically. As a contribution to the APARSEN VCoE, WP42 will ease the targeted access to qualification opportunities and applicable resources, but also for the elicitation of gaps in the current provisioning with respect to the topic areas (Trust, Sustainability, Usability and Access) addressed by the project. Many young researchers already have courses to make them information literate, i.e. to equip them with the skills to search for information, use it, store it etc. Digital Preservation basics could be easily become part of this. Digital Preservation indeed is not only something for librarians; it is something that all information users and producers should become aware of. This can only be done by integrating some basics digital preservation skills in contious professional education programmes. The outcome will guide APARSEN in the subsequent design of formal qualifications, introducing and complementing formal qualifications in Digitial Preservation in a targeted way.

Therefore in addition to digital preservation specific qualifications it will be important to integrate digital preservation material into many other courses in order to begin to build preservation awareness into the whole data workflow.

  • To establish a dialogue with relevant stakeholders aboutharmonize the inclusion of Digital Preservation theory and practice in relevant higher education curricula
  • To define curricula anddevelop and deliver a portfolio of courses and e-learning material

The involvement in this process of research institutions outside of the APARSEN consortium in this process will be also promoted from the beginning, including those outside the Europe. For that purpose specific models of cooperation will be designed.

Moreover, the structured survey data will be made publicly available, allowing students and professionals to spot qualification opportunities meeting their competence profile and subject field, hence leveraging the required skills and competence profiles within and beyond the library and information science community.

Description of work and role of partners

Task 4210: Identification and collection of existing initiatives and curricula

This task is on gathering a general overview on existing courses and training facilities already existing. Furthermore institutions or organisations offering training and/or education on digital long term preservation shall be identified and contacted.

Task 4220: Define curricula and courses

With the expertise from the consortium members a working group shall elaborate courses and curricula for training and education in digital long term preservation. Within this task it shall be defined to what extend digital long term preservation is already part of existing curricula (e.g. in informatics, library systems or historical scholarship) and in which ways digital long term preservation could be further integrated in different disciplines. The developed curricula will be discussed and calibrated as part of a collaborative dialogue with external stakeholders from academia, possibly within a focussed workshop on teaching DP at graduate/postgraduate levels. Engagement with external stakeholders in Continuing Professional Education will be conducted in alignment with WP43.

Task 4230 Collect teaching materialsIdentify admissible resources

In cooperation with other work packages, especially WP43, the project will survey and catalogue existing resources such as degree courses or modules (such as 4160) training material will be collected and assessproved on its relevance tofor training and education formal qualifications in theory and practice of Digital Preservation.

Task 4240: Make arrangements for running courses for continuous professional educationCreation of a learning and training material CMS

The findings shall find entrance into curricula and training facilities. Task 4231 is set to take the findings into action and get in contact with relevant university and training facilities to integrate ideas and proposals into their respective curricula.In alignment with WP43, the project will set up a common CMS where the resources are organized, listed or stored, and shared.

It can also be offered to present the existing state of the art through training or information events defined within WPs 4100 or 4300.

List of deliverables

  • D42.1 Report on existing initiatives and curricula regarding digital long term preservation (M2225)
  • D42.2 Summary report on actions taken and possibilities of cooperation (M46)

Description of deliverables

D42.1) Report on existing initiatives and curricula regarding digital long term preservation: Here we collect together information about the other ongoing activities together with a critique of their coverage both in terms of course content and geographical take-up. [month 2225]

D42.2) Summary report on actions taken and possibilities of cooperation: We will be working with universities and other organisations delivering these formal qualifications in order to tailor our courses to their requirements and to try to ensure the take-up of our material. [month 46]

Bullet Points

  • Main achievements in Y2
    • Completed analyses for D42.1, assessing the landscape for formal qualifications in Europe and identification of gaps w.r.t. APARSEN topics.
    • Specification of functional/non-functional requirements for joint WP42/43 online platform.
  • Future plans
    • Define procedures for maintaining the existing data and for adding further resources
    • Establish dialogue with relevant stakeholders
  • Risks/problems
    • Sparse information available
    • Desk-based analysis/mapping of course contents difficult

Further revisions in response to feedback from Project Officer 12th/14th December

  • Do objectives match tasks and deliverables? edited D42.2 title
  • “Develop and deliver a portfolio of courses” – is this too much? already rephrased in previous version
  • T4220: what type of courses? How many? Target groups? elaborated on T4220 text, added smart objectives
  • Erroneous reference T4231 already eliminated in previous version
  • T4240: what are “findings”? How many contacts? already rephrased in previous version, added smart objectives

Person-Months per Participant

Participant number Participant short name Person-months per participant
5 FTK 6.00
8 DPC 9.00
15 C.I.N.I. 2.00
18 GLOBIT 3.00
20 PCL 1.00
24 LTU 4.00
25 UNITN 1.00
28 SBA 2.00
31 UPAT 32.00
Total 3129.00

Task 4220: Define curricula and courses

With the expertise from the consortium members a working group shall elaborate courses and curricula for training and education in digital long term preservation. Within this task it shall be defined to what extend digital long term preservation is already part of existing curricula (e.g. in informatics, library systems or historical scholarship) and in which ways digital long term preservation could be further integrated in different disciplines. Identified gaps in the coverage of APARSEN topic areas will be discussed with the stakeholders of the respective APARSEN RTD work packages, who will define the course contents for alleviating those gaps. Curricula for different disciplines (such as computer science, information system science, ...) will be defined and calibrated through a collaborative dialogue with external stakeholders from academia, possibly within a focussed workshop on teaching DP at graduate/postgraduate levels. Engagement with external stakeholders in Continuing Professional Education will be conducted in alignment with WP43.

List of deliverables

  • D42.1 Report on existing initiatives and curricula regarding digital long term preservation (M2225)
  • D42.2 Summary report on actions taken and possibilities of cooperationReport on definition of curricula and course contents, summary of liasing actions and cooperations (M46)

Smart objectives

  • Defined curricula for at least 2 different academic disciplines
  • Defined curricula for at least 2 different professional disciplines
  • Provision of cohesion indicators for assessing coverage of APARSEN topic areas
  • Definition of course contents for RTD work packages not covered by the current provision
  • Contacting all 17+ providers of eligible European curricula, contacting non-European providers
  • Organisation of at least 1 focussed workshop with external stakeholders

-- HolgerBrocks - 2012-12-21



WP43 Training courses: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
8 46 DPC

It was agreed at the WP43 meeting held on 4th July 2012 that a substantial rewrite of the WP43 DoW was required to more clearly define the tasks to be undertaken. The text below represents the results of what was agreed by partners and while it is a marked departure from the original text still promises to deliver substantively the same outcomes but in a clearer and more ordered fashion. Due to fundamental changes made it was not possible to use the mark-up suggested above and so the New and Old text are included here in their entirety.

New Text

Objectives

The objective of this work package is to develop training based on leading Digital Preservation research both within APARSEN and beyond, building from an initial assessment of current training provision in Digital Preservation. A number of workshops and events will be run during the lifetime of the project but the aim will be to make these self-funding by the end of APARSEN. These events will go on to form a key service to be offered by the VCoE.

Work in WP43 will be closely aligned with that in WP42 with the courses offered by WP43 being shorter in duration and not leading to formal qualifications.

Description of Work and Role of Partners

Demands for Digital Preservation (DP) in a broad spectrum of communities, coupled together with the novelty and immaturity of this research and practice domain, causes fragmentation: some institutions have already adopted and implemented DP procedures in their workflow but new digital curator profiles are missing, while others have not yet envisaged preservation components into traditional information management processes. New job profiles are required for digital curators across Europe and internationally, but evidence shows employers face recruitment difficulties due to skills shortages and also increased demand from staff for vocational training in the field.

This work package will tackle these challenges by offering vocational training to help build knowledge and skills necessary to apply in decision-making processes and professional practice. The WP will benefit also from previous experiences in training activities performed in other projects and initiatives like Digital Preservation Europe, ERPANET, DELOS, PLANETS and CASPAR.

Task 4310: Preliminary Assessments

There is an increasing amount of training materials being produced in the area of digital preservation, and there is much overlap. This task will undertake a preliminary survey aimed to identify and describe the instances of best practices, specific courses, training curriculum, and approaches used for continuing professional development in the communities addressed by the project.

To design training courses effectively tailored on the user community requirements the analysis will look not only at current training provision but also participant feedback from training events and at focus groups, skills required from an analysis of established and emerging standards, and skills gaps identified by peer review of repositories.

The report produced will result in a series of recommendations on which the direction of the APARSEN training provision will be based and will also help to shape the vision for training to be delivered by the VCoE.

Task 4320: Development of Advanced Practitioner Training Course

This task will see the development of a week-long training course that will provide the next level of training to digital preservation practitioners with existing experience in the field and/or have attended an introductory level course such as the DCC’s Digital Preservation 101 and ULCC’s DPTP courses in the UK. It will aim to present training from the leading edge of digital preservation research and practice, drawing from work within the APARSEN project as well as other European projects and initiatives. The course will be practically focused and will aim to provide participants with concrete skills and actionable solutions. Consideration will also be given to specific industries and separate instances of the courses may be presented to targeted audiences.

Task 4330: Development of Topic Specific Training Courses

During the course of the APARSEN project this task will organise and develop training materials for a series of themed courses relating to the projects’ topic themes: Trust, Sustainability, Usability and Access. Each one day course will present training on the outcomes of at least two APARSEN research work packages from the relevant stream. In collaboration with WP41 each training event will be coupled with a workshop on the same theme to make these events as attractive as possible to participants. Coordination with Stream One as well as WPs 42 and 44 will also be key to the success of these events.

Content from these training courses will also be presented at the Advanced Practitioner courses organised by Task 4320. It will also be formatted to allow for delivery online supplemented by audio-visual material to be captured at the events.

Task 4340: Development of Executive Briefings

In recognition of the specific need for training aimed at those in executive and senior management roles this tasks will look to produce training resources for this audience in the form of a series of podcasts on relevant digital preservation issues. Envisioned as both an online training resource and an advocacy tool for digital preservation practitioners, this set of podcasts will focus on a number of key issues relating to digital preservation from the point of view of those at an executive level. Topics to be covered will likely include the Value of Digital Preservation, Risk Management, Compliance, and Digital Legacy. Each podcast will last approximately 30 minutes and feature a presentation by a leading member of the Digital Preservation community.

Task 4350: Development of an Online Training Portal

Carried out in collaboration with WP42, this task will see the creation of an online training portal that will be used to deliver training materials from the APARSEN project and ultimately the VCoE. Content for the portal will be developed as part of tasks 4320-4350.

List of Deliverables

D43.1 Survey for the Assessment of Training Material/ Assessment of Digital Curation Requirements (M14) D43.2 Launch of Digital Preservation Training Portal for VCoE (M36)

Description of Deliverables

D43.1) Assessment of the current availability and coverage of Digital Preservation including a gap analysis and identification of participant needs. [M14] D43.2) An online training portal that will be populated with the materials we have gathered or created, together with a number of structured sets of courses which are consistent with the common vision we are creating. It will be updated as our vision evolves. This work will be carried out in coordination with WP42. [M36]

Current Text

Objectives

The objective of this work package is to define courses and collect, or create where necessary, training materials for digital preservation practitioners. This material will be related to that in WP 4200 but will be, because of the more limited time for the courses, shorter and shallower and will not lead to formal qualifications although certificates of attendance may be given.

A number of workshops and events will be run during the lifetime of the project but the aim will be to make these self-funding by the end of APARSEN.

Description of work and role of partners

Demands for Digital Preservation (DP) in a broad spectrum of communities, coupled together with novelty and immaturity of this research and practice domain, causes fragmented experiments: some institutions have already adopted and implemented DP procedures in their workflow but new digital curators profiles are missing, others have not yet envisaged preservation components into traditional information management processes. Apart from the courses on rather technical issues, we also provide more political courses, such as: how do you make sure that digital preservation in your institution becomes part of the workflow?, how does one sell the idea to set up the needed infrastructure?

This task intends to tackle these challenges by offering vocational training to help build knowledge and skills necessary to apply in decision-making processes and professional practice.

New job profiles are required for digital curators across Europe and internationally, but evidence shows employers face recruitment difficulties due to skills shortages and also increased demand from staff for vocational training in the field.

The WP will benefit also from previous experiences in training activities performed in other projects and initiatives like Digital Preservation Europe (DPE) , ERPANET, DELOS, PLANETS, CASPAR etc.

Task 4310: Preliminary assessments

There is an increasing amount of training materials being produced in the area of digital preservation, and there is much overlap. This task, starting from the availability of the competences inside the consortium (the Virtual Centre Of Research), foresees a preliminary survey aimed to identify and describe the instances of best practices, specific courses, training curriculum, and approaches used for continuing professional development in the communities addressed by the project.

To design training courses effectively tailored on the user community requirements, the analysis takes into account the provenance sector, the role inside the institution and the competencies of the participants. The project will try to develop an agreement among the universities to share some educational initiatives built with the same criteria and be recognized across the universities in Europe (on the basis of the Bologna process and credits system): one course of 30 hours in classroom (also in e-learning) could have 5 credits if it includes final exams. The DELOS Summer Schools were organized on this basis

To be more productive, we could try to develop a whole curriculum dedicated to digital curation and preservation (an agreement could be basically defined among the universities, but we recognise that the real application of this agreement is very complex because of the differences of timetable and constraints. In the project we will consider the development of such curriculum and the analysis of the complexities involved from the juridical and organizational point of view.

Many aspects have to be analysed including:

  • targets
  • recognition of credits
  • the areas to teach

Helen Tibbo has developed a project in US on digital curation with the aim of international exchange. There is also a project called IDEA for exchanging doctoral students.

Task 4320: Design set of courses

The project will provide a series of training courses related to digital preservation issues to provide grounding in the best practices of digital preservation, enabling curators to develop innovative strategies to safeguard their repositories.

Much course material will be prepared for self-study via the Web; however a number of Summer Schools and short courses will be run.

The training courses will be based on the following issues:

1. general principles and objectives guiding the whole set of digital preservation concepts (particularly OAIS concepts), tools and techniques;

2. digital objects life-cycle and handling practices;

3. management of digital preservation life-cycle, which means integration of preservation components into traditional workflows (e. g. acquisition, processing, storage etc.) in terms of political responsibilities, cost sustainability, legal issues, etc.

The goal of this initiative is to show the digital preservation process as a key part of the whole information lifecycle, from planning, creation, short-term use and re-use as well as long term preservation – involving maintaining usability as well as access.

Task 4330: Training on decision makers on management

Apart from technical background this workpackage will adapt training facilities on the needs of different target groups and/or non-technical players such as decision makers, policy deputies or in order to raise awareness on the general topic and introduce the challenge and its findings also within decision a broader spectrum of decision makers, practitioners and the public.

Task 4340: Coordination with stream 1 (integration)

As workshops will be also organised internally (1500) cohesion on training and information has to be set and interchanged.

Task 4150: Creation of suitable information channels for relevant target groups (industry, research, management etc.)

Deriving from the findings from T4110-4140 workshop programmes will be drafted and conceptualised for the needs of the respective target groups. It will further include the actual coordination and organisation of speakers for the respective event. The programmes may be also designed as “modules” meaning that they may also be executed complementary.

Task 4340: Online tutorials and webinars

As part of the Training also online training facilities will be designed and elaborated in collaboration throughout the project helping to support and disseminate the messages and ideas.

Task 4350: Creation of a Trainer and Training Materials CMS

Once the materials for training courses has been produced and collected, the project will set up a shared CMS where the resources are organised, stored and shared

Task 4360: Organisation of training facilities

Actual training face-to-face training facilities will be organised in cooperation with 4160.

List of deliverables

  • D43.1 Survey for the assessment of training material/ Assessment of digital curation requirements (M14)
  • D43.2 Release of training materials CMS (M36)

Description of deliverables

D43.1) Survey for the assessment of training material/ Assessment of digital curation requirements: This survey will collect information about the types of training courses which are on offer, together with a critique of their coverage and quality. [month 14]

D43.2) Release of training materials CMS: This will consist of a course management system, populated with the materials we have gathered or created, together with a number of structured sets of courses which are consistent with the common vision we are creating. It will be updated as our vision evolves. [month 36]


Further revisions in response to feedback from Project Officer 12th/14th December

Objectives

The objective of this work package is to develop training based on leading Digital Preservation research both within APARSEN and beyond, building from an initial assessment of current training provision in Digital Preservation. A number of workshops and events will be run during the lifetime of the project but the aim will be to make these self-funding by the end of APARSEN. These events will go on to form a key service to be offered by the VCoE.

Work in WP43 will be closely aligned with that in WP42 with the courses offered by WP43 being shorter in duration and not leading to formal qualifications.

Description of Work and Role of Partners

Demands for Digital Preservation (DP) in a broad spectrum of communities, coupled together with the novelty and immaturity of this research and practice domain, causes fragmentation: some institutions have already adopted and implemented DP procedures in their workflow but new digital curator profiles are missing, while others have not yet envisaged preservation components into traditional information management processes. New job profiles are required for digital curators across Europe and internationally, but evidence shows employers face recruitment difficulties due to skills shortages and also increased demand from staff for vocational training in the field.

This work package will tackle these challenges by offering vocational training to help build knowledge and skills necessary to apply in decision-making processes and professional practice. The WP will benefit also from previous experiences in training activities performed in other projects and initiatives like Digital Preservation Europe, ERPANET, DELOS, PLANETS and CASPAR and from collaboration with current initiatives such as TIMBUS, SCAPE, the OPF, EUDAT, ARCOMEM, SCIDIP-ES and the PrestoCentre.

Task 4310: Preliminary Assessments

There is an increasing amount of training materials being produced in the area of digital preservation, and there is much overlap. This task will undertake a preliminary survey aimed to identify and describe the instances of best practices, specific courses, training curriculum, and approaches used for continuing professional development in the communities addressed by the project.

To design training courses effectively tailored on the user community requirements the analysis will look not only at current training provision but also participant feedback from training events and at focus groups, skills required from an analysis of established and emerging standards, and skills gaps identified by peer review of repositories.

The report produced will result in a series of recommendations on which the direction of the APARSEN training provision will be based and will also help to shape the vision for training to be delivered by the VCoE.

Task 4320: Development of Advanced Practitioner Training Course

This task will see the development of a week-long training course that will provide the next level of training to digital preservation practitioners with existing experience in the field and/or have attended an introductory level course such as the DCC’s Digital Preservation 101 and ULCC’s DPTP courses in the UK. It will aim to present training from the leading edge of digital preservation research and practice, drawing from work within the APARSEN project as well as other European projects and initiatives. The course will be practically focused and will aim to provide participants with concrete skills and actionable solutions. Consideration will also be given to specific industries and separate instances of the courses may be presented to targeted audiences.

Task 4330: Development of Topic Specific Training Courses

During the course of the APARSEN project this task will organise and develop training materials for a series of courses relating to the projects’ topic themes: Trust, Sustainability, Usability and Access. Each one day course will present training on the outcomes of at least two APARSEN research work packages from the relevant stream based on the training needs identified in D43.1 and will provide practitioners with practically-focused training that will allow them to incorporate original APARSEN research into their repositories’ planning and procedures. Audiences for the training may be subtly different depending on the topics covered but will be clearly identified in the planning for each event and targeting specifically those industries within APARSEN. In collaboration with WP41 each training event will be coupled with a workshop on the same theme to make these events as attractive as possible to participants. Coordination with Stream One as well as WPs 42 and 44 will also be key to the success of these events.

Content from these training courses will also be presented at the Advanced Practitioner courses organised by Task 4320. It will also be formatted to allow for delivery online supplemented by audio-visual material to be captured at the events.

Task 4340: Development of Executive Briefings

In recognition of the specific need for training aimed at those in executive and senior management roles this tasks will look to produce training resources for this audience in the form of a series of podcasts on relevant digital preservation issues. Envisioned as both an online training resource and an advocacy tool for digital preservation practitioners, this set of podcasts will focus on a number of key issues relating to digital preservation from the point of view of those at an executive level. Topics to be covered will likely include the Value of Digital Preservation, Risk Management, Compliance, and Digital Legacy. Each podcast will last approximately 30 minutes and feature a presentation by a leading member of the Digital Preservation community.

Task 4350: Development of an Online Training Portal

Carried out in collaboration with WP42, this task will see the creation of an online training portal that will be used to deliver training materials from the APARSEN project and ultimately the VCoE. Based on the Moodle e-Learning platform the portal will provide a wide range of functionality for the delivery of online training materials. Content for the portal will be developed as part of tasks 4320-4350 and will include audio and video captured at the APARSEN training events, bibliographies and practical exercises. Content will be offered for free in the first instance but with the scope to provide full online courses in the future that require a subscription.

List of Deliverables

D43.1 Survey for the Assessment of Training Material/ Assessment of Digital Curation Requirements (M14) D43.2 Launch of Digital Preservation Training Portal for VCoE (M36)

Description of Deliverables

D43.1) Assessment of the current availability and coverage of Digital Preservation including a gap analysis and identification of participant needs. [M14] D43.2) An online training portal that will be populated with the materials we have gathered or created, together with a number of structured sets of courses which are consistent with the common vision we are creating. It will be updated as our vision evolves. This work will be carried out in coordination with WP42. [M36]

-- SimonLambert - 2012-10-17



WP44 External communications and awareness raising: amending the DoW

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Start month End month WP leader
8 46 48 ONB

Objectives

This WP helps to raise awareness of the issue of digital preservation. This will be done through the members of the consortium but also through the network of Digital Preservation ambassadors stakeholders as mentioned in Task 4110 identified in WP45 and defined in D44.1 (p.15, onion model). It will help to establish APARSEN as one relevant platform for information on digital long term preservation. This work package tends to serve all major strands of communication – from well-know techniques as newsletters to recently emerged facilities such as social media facilities.

It will bundle the information taken from different work packages and restructure and elaborate relevant information to release and inform on the NoE.

This work package will also continue the maintenance and further development of the PARSE.Insight Interactive Map, which gives an overview of the organisations identified as active stakeholders in Digital Preservation Research and Practice.

Description of work and role of partners

Task 4410: Draft Communication plan

Create the project Communications Plan, as described in part B.

Task 4420: Communication outreach and awareness monitoring

This task will implement and monitor the communication plan. WP44 is one of the core WPs for communication within the APARSEN project. Task 4420 will implement and monitor the communication plan and coordinate all communication activities in this WP44. It will oversee and encourage communication through the different communication channels as e.g. website, social media, newsletter and Interactive Map and provide texts for several dissemination activities. Task 4420 will provide project publicity material e.g. a high level brochure and scientific folders as well as a general APARSEN ppt presentation, which will be updated regularly. Task 4420 will also communicate with all other WP4X in APARSEN stream 4 “Spreading Excellence” to align and coordinate all communication work in this project. In particular, we plan to involve a network of “associate partners”. Additionally in this task a network of “associate partners” will be involved.These are organisations that do not want to join the network formally but would be happy to contribute real world examples of data that need to be preserved. Example associate partners could, from contacts by partners through other projects, include multi-media companies such as the BBC, environmental organisations such as national weather prediction organisations a collaboration of Pharmaceutical organisations, and companies in areas such as defence and engineering or finance. We will test agreed preservation activities on this data using the test environments identified in work package 1400 and report back to them. We will generalise these observations in order to make broader recommendations that can be disseminated to the wider digital preservation public community through partners like the DPC.

Task 4430: Support communication of PM

Coordinate with PM (5200) on key message and deliver input for project communication facilities, website etc – deriving from, for example a track of relevant events gathered in 4100). Serve as point of contact for press and media.

Task 4440: Set up of Editorial team Board for and communication (social media)

It is vital that the communication messages are well installed within the project. This wp work (in coordination with PM, stream and work package leads) is on tying in project members in contribute and informing on their findings, experiences, daily live. On a regular basis deputies from all streams shall give input and news on their findings and contribute to the outside communication of the project. Communication activities within the scope of WP44 will be overseen by an Editorial Board. Its members will ensure communication efforts are consistent in their tone and content. The Editorial Board will act as a pool of reviewers for communication material, who will individually or in small groups review content produced within the communication activities of WP44. The Editorial Board will monitor updates received from WP leads, select those with high publicity potential and check the quality and consistency of outgoing messages.

This is a way to make the project interesting and vital beyond consensual manners. The findings shall be mainly executed throughout social media facilities all communication channels of APARSEN.

Task 4450: Install and curate social media facilities

As findings of previous projects (such as CASPAR) showed, there is a need for getting in touch with a broader community than the target groups within libraries, research centers etc. This shall be executed through a low threshold access as provided by social media facilities (Facebook, Microblogging, Twitter).

It will be relevant for this task to track developments in the field of social media and constantly feed and uptake.

Task 4460: Drafting and issue of newsletters

In coordination with other streams regular newsletters on the project will be written and issued. Mailing lists will be identified and an issue system will be set up (in coordination with 5200)

Task 4470: Interactive Map (FTK, GLOBIT, DNB, KB)

The Interactive Map developed as part of PARSE.Insight visualises active stakeholders in Digital Preservation research in Europe. It is based on data sets which were identified in the course of the project and/or provided by related projects such as DPE. The scope of the Interactive Map needs to be broadened in order to cover all relevant communities of practice addressed by APARSEN, e.g. Industrial Design and Engineering. Additionally, its database needs to be continuously maintained and updated. Therefore, more sophisticated management functions for adding/updating organisational profiles need to be provided.

List of deliverables

  • D44.1Social media facilities plan Communication Plan (M12)
  • D44.2 Annual report on communication activities (M46)

Description of deliverables

D44.1) Social media facilities plan Communication Plan: After setting up the Editorial team Board for communication (social media) this plan reports the identified, relevant social media platforms and outlines strategies for their usage. sets out the strategy for the APARSEN's internal and external communication activities throughout the lifetime of the project [month 12]

D44.2) Annual report on communication activities: This internal delivery collects all information about the implemented communication outreach and the awareness monitoring. Intermediate deliveries M24 and 36 [month 46]

Withdrawal of Philips and IKI-RAS

In terms of Philips one PM gets lost which TESSELLA wishes to take and therefore no further action is needed. With reference to IKI-RAS we will loose 4-5 PMs which as far as I understood was mainly meant for dissemination purposes in Russia. This is not explicitly written down in the DoW so we do not have to reduce the scope of the WP but inform maybe the PO that we loose stakeholders in Russia as recipients of our results.

Future planning of WP44

  • production of a booklet on sustainability
  • intense use of website, the newsletters, our social media channels for dissemination of edited outcomes of the different WPs
  • build up of an APARSEN stakeholder database and further development of the Interactive Map
  • networking in terms of communication with other projects and initiatives being active in digital preservation
  • continue investigations with associate partners from the pharmaceuticals industry to establish a Common Pharma File Formats Initiative/Forum


Further revisions in response to feedback from Project Officer 12th/14th December

WP44
  • Correct references to other WPs

Simon please correct:

under Task 4420:

Task 4420 will also communicate with all other WP4X WPs (WP41 - WP45) in APARSEN stream 4 “Spreading Excellence” to align and coordinate all communication work in this project. We will test agreed preservation activities on this data using the test environments identified in work package 1400 WP14 and report back to them.

under Task 4430:

Coordinate with PM (5200 WP52) on key message and deliver input for project communication facilities, website etc – deriving from, for example a track of relevant events gathered in 4100) WP41). Serve as point of contact for press and media.

under Task 4460:

In coordination with other streams regular newsletters on the project will be written and issued. Mailing lists will be identified and an issue system will be set up (in coordination with 5200 WP52)

  • T4440: delete first sentence: Simon please delete this sentence
  • T4450: words missing at end

It will be relevant for this task to track developments in the field of social media and constantly feed and uptake update them with the latest activities and outcomes of the project..

  • T4470: be more precise about what “more sophisticated management functions”

Task 4470: Interactive Map (FTK, GLOBIT, DNB, KB)

The Interactive Map developed as part of PARSE.Insight visualises active stakeholders in Digital Preservation research in Europe. It is based on data sets which were identified in the course of the project and/or provided by related projects such as DPE. The scope of the Interactive Map needs to will be broadened in order to cover all relevant communities of practice addressed by APARSEN, e.g. Industrial Design and Engineering. Additionally, its database needs to be continuously maintained and updated. Therefore, more sophisticated management functions for adding/updating organisational profiles need to be provided. The project will design workflows and setup editing interfaces, which allow for continuous maintenance of the underlying stakeholder register and corresponding organizational profiles.

LIST OF DELIVERABLES

Add further deliverable "D44.3 Interactive map of stakeholders in digital preservation (M30)"

DESCRIPTION OF DELIVERABLES

* "D44.3 Interactive map of stakeholders in digital preservation: A web application that allows for interactive search and browsing stakeholders in digital preservation [month 30]" The type of deliverable will be "Other" (no report). Although the web application will serve the public, its resources (software, stakeholder database, etc.) will not be laid open.

-- SimonLambert - 2012-10-17



WP45 Liaison with other stakeholders: amending the DoW

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Start month End month WP leader
7 46 STM

Objectives

Liaise with other stakeholders across Europe and beyond, with a focus on reaching out beyond the constituencies represented in the consortium.

Description of work and role of partners

Task 4510: Identification of additional stakeholders

There are existing organisations which can be used as rapid multipliers. For example

  • Datacite is a new international consortium from libraries engaged in central registering of research data and making them retrievable via a common system of persistent identifiers.
  • Pangea does something like that for earth observation data, while
  • CoData is aiming at a World system of Datacenters
* similar project-networks in overlapping areas related to Digital Preservation such as SCAPE, OPF, TIMBUS, SCIDIP-ES, ARCOMEM and EUDAT have formed consortia assembling high level experts and institutes in areas relevant for APARSEN

The European Space Agency is coordinating a European Earth Observation (EO) LTDP initiative aiming at ensuring a coherent and efficient preservation of all European Earth Observation data and in creating a collaborative framework among EO data owners and archive holders for the benefit of European users and countries. A broader initiative at European level and a more diverse Europe-wide organisation involving key stakeholders in different domains dealing with digital data preservation aspects is anyway needed if we wish to achieve the profound restructuring that is required.

By liaising effectively with initiatives like these, the NoE/ VCoE can establish better aligned common practices in the area of Digital Preservation. The liaisons have a focus on the EU and beyond and include the international liaisons as previously under WP46, which has now been integrated into WP45 to avoid duplication of efforts and to increase efficient coordination.

Task 4520: Set up and run liaisons

In this task we will organise and support a variety of liaisons through cross-membership of organisations and working groups, and in-depth information exchange mainly via webinars. Webinars with presentations and discussions on recent and upcoming deliverables of the APARSEN project provide a good means for a two-way liaison. In these webinars experts from other networks and from DP practitioning institutes are invited to provide useful feedback on the direction APARSEN is taken. Also, the webinar programs contain guest speakers from the other network-projects so that APARSEN partners get indepth updates on the developments there. In 2012 a total of 3 such webinars were held, for 2013 a number of 4 are scheduled and another 5 webinars are planned for 2014. In addition and also part of the liaison building, APARSEN seeks deeper engagement with other network-organisations in the DP area. As part of communication exchange, APARSEN shall incorporate for its WP44 activities other project’s mailing lists, adopt useful items in the APARSEN newsletter and vice versa, promote each others events on APARSEN website and vice versa, link to interesting background on APARSEN website and vice versa, Use outside contacts for the review of deliverables, enter the liasions in the Interactive Map, invite to join APARSEN's LinkedIN group. APARSEN also seeks common activities with mentioned project networks like OPF, SCAPE, TIMBUS, etc, such as common webinars and common workshops and possibly, if feasible, common training initiatives.

List of deliverables

  • D45.1 Stakeholder identification and communication strategy (M10)
  • D45.2 Mapping Defragmentation opportunities across key stakeholders outside APARSEN (M40)

Description of deliverables

D45.1) Stakeholder identification and communication strategy: As part of our outreach plans, and making use of the interactive map (WP4400), we will keep track of organisations where there is a requirement for digital preservation [month 10]

D45.2) Mapping of defragmentation opportunities across key stakeholders outside APARSEN: As one of the mechanisms for working together with wide communities of collaborators we will use this deliverable to keep track of opportunities for standardisation defragmentation in the area of Digital preservation strategies . [month 40]

---+++ Future Planning, Yr 3+ For 2013 we have planned 4 webinars for external stakeholders, where new deliverables of APARSEN will be presented. The first two webinars are planned for February and March and will focus on the first deliverables under the theme of Sustainability. Later in the year there will follow two more timed along the delivery dates of the next set of deliverables. For year 3 of the project, the activities to connect and collaborate with other initiatives will continue and the connections with other inititatives will be further intensified and extended.


Further revisions in response to feedback from Project Officer 12th/14th December

these are incorporated in the inserted texts

-- SimonLambert - 2012-10-17



WP46 International liaison: amending the DoW

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<ins>Here is some text to be inserted.</ins>
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Start month End month WP leader
4 46 STFC

Objectives

Set up and run liaisons with international organisations with a stake in digital preservation research including those in the USA, Australia, China and India.

Description of work and role of partners

Task 4610: Identification of international contacts

A list of organisations as candidates for liaisons will be compiled, starting with those known to consortium members. This will include NSF, NARA, Library of Congress, DataNet project, NASA, etc

Task 4620: International liaison

Arrange and carry through the international liaisons

List of deliverables

  • D46.1 International liaison communication report (M46) -- this deliverable will de dropped and integrated in the annual communications reports of WP44 and on running international liaisons of WP45

Description of deliverables

D46.1) International liaison communication report: The report will contain details of contacts with international colleagues, organisations and individuals involved and plans for working together. Internal drafts of this report will be available at each review in order that progress can be tracked. [month 46]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17



WP51 Administrative coordination: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
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Start month End month WP leader
1 48 STFC

Objectives

  • Ensure compliance with the EC Grant Agreement and transparency and objectivity in managing the consortium
  • Ensure that there is a strategic coherence to the work of each partner and each work package in the total project
  • Provide a single point of contact for the European Commission
  • Ensure proper working of the General Assembly and Management Support Team
  • Provide a platform for the timely and accurate completion of the programme of work described in the Consortium Plan and summarised in the Description of Work, including management of Risk, Quality and Communications within the consortium

Description of work and role of partners

Task 5110 Administrative and Financial co-ordination (Start M1, duration 48 months, partners: STFC)

  • Establish and maintain financial records including collection and submission of cost statements, accounting for EC payments and distribution of partner shares according to Consortium Budget according to the modalities described in the ECGA.
  • Maintain contractual documents including the Grant Agreement and Description of Work.
  • Coordinate internal and contractual periodic reporting.
  • Organise and manage reviews required by the Commission.

Task 5120: Project Quality Plan (Start M1, duration 48 months, partners: STFC)

Produce, execute and monitor the use of procedures defined in the Project Quality Plan (D1.1), which includes provisions such as internal reporting procedures, configuration management arrangements, standard project document templates and use of management tools.

Task 5130 : Risk register (Start M1, duration 48 months, partners: STFC)

Set up a Project Risk Register to identify and categorise all potential strategic risks to the successful delivery of the project. For each risk area, mechanisms for risk mitigation will be identified and, in the case of risks which are rated as highly likely to occur or as having a high impact on the successful delivery of the project, contingency action should be proposed.

The Project Co-ordinator shall be responsible for ensuring that:

  • Risk mitigation actions are included in project plans at the appropriate level and are monitored as part of the regular project management process
  • Risks are routinely monitored and the Risk Register maintained at project and work package levels
  • New risks are identified and added to the Risk Register as required
  • Contingency plans for any high likelihood/high impact risks are current

Task 5140 : Performance monitoring (Start M1, duration 48 months, partners: STFC)

Monitor the work being carried out, using effort reporting web-based tools, with checks at the end of each month and at the WP and project milestones.

Monitor compliance with the quality procedures defined in the Project Quality Plan.

Recommend any necessary changes to the Consortium Plan and Consortium Budget

List of deliverables

  • D51.1 Project Quality Plan (M4)
  • D51.2 Project Risk Register (M4)

Description of deliverables

D51.1) Project Quality Plan: Definition of the quality techniques and standards to be applied, and the various responsibilities for achieving the required quality levels, during the project [month 4]

D51.2) Project Risk Register: Online record of the assessment and status of risks identified within the project allowing scrutiny and validation that there is a management plan for each risk. [month 4]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17



WP52 Technical coordination: amending the DoW

The idea is to use this page to amend the text for the WP description in the DoW. Please edit this wiki page directly, and use the "insert" and "delete" mark-up to show changes, as illustrated:

Here is some unchanged text.
<ins>Here is some text to be inserted.</ins>
<del>Here is some text to be deleted.</del>
Here is some more unchanged text

Start month End month WP leader
1 48 APA

Objectives

  • Ensure that there is a strategic coherence to the work of each partner and each work package in the total project
  • Provide the public portal to the project

Description of work and role of partners

Task 5210 : Consortium management (Start M1, duration 48 months, partners: STFC)

Organise periodic project meetings as defined in Section B2.1

Oversee dissemination activities and ensure access rights are respected.

Co-ordinate timely production of deliverables and preparation for mandatory mid-term and end-of-term reviews. Implement conflict management procedures defined in Section B2.1 as required.

Task 5220 : Set up project public website (Start M1, duration unlimited, partners: STFC)

Produce and maintain the project web site, which is a major source of information about the project.

Task 5230 : Information sharing portal (Start M1, duration unlimited, partners APA)

Produce the information sharing portal for the project, using for example Alfresco (http://www.alfresco.com/) or similar product.

Task 5340 : Identification of new partners

It is important to extend the scope of the Network of Excellence during the runtime of the project in order to bring in new ideas and conduct exploratory research around them.

We will implement a systematic approach to address and integrate new needs, actors and potentials in the landscape.

In order to identify new innovative research approaches as an ongoing process, we may set up an automated process based on statistical evaluation of various sources of information such as research results and publication venues such as mainstream digital preservation conferences and journals (iPRES, DCC, Digital Library conferences such as JCDL, ECDL, archival conferences and journals), but specifically also those outside the core domain such as eGovernment, medical/industrial records management, software engineering, and science of the sciences. For example, there are specialised companies on the stage working for the EU and they could help to identify and invite relevant projects and activities in the field of preservation as well as application domains and technology providers for focussed workshop sessions. Using these or other means we will integrate a method for systematic research evaluation and agenda setting.

A separate fund of up to 5% of the project budget will be reserved by the co-ordinator to fund the additional participants.

Adding future partners to the consortium shall follow a pre-defined procedure:

  • Definition of the competences the current consortium is lacking – these gaps should become clear as we develop our integrated vision.
  • Create a profile the future partner shall fulfil
  • Identification of potential partner(s) that might be able to fill that gap
  • Analyse potential partner and check work/publications in relevant field
  • Send out invitation to potential partner

List of deliverables

  • D52.1 Project Web Site (M5)

Description of deliverables

D52.1) Project Web Site: This web site will be part of the Alliance for Permanent Access (APA) web site in order help to transform the APA site into the authoritative source of information about digital preservation. This will help the transformation of the APA into a Virtual centre of Excellence. In association with this site we will include a members’ only site for access to non-public information [month 5]


Further revisions in response to feedback from Project Officer 12th/14th December

-- SimonLambert - 2012-10-17

Topic revision: r1 - 2012-11-01 - DavidGiaretta
 
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