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01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110

THE LEVELS OF DIGITAL PRESERVATIONA NATIONAL DIGITAL STEWARDSHIP ALLIANCE PROJECTJEFFERSON BAILEY, @jefferson_bailNDSA INNOVATION WORKING GROUP CO-CHAIRALA Digital Preservation Interest Group, 2013-06-30Upstairs, by Jo Szczepanska, from The Noun Project01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110About the NDSAThe Levels: Goals & IntentThe Levels: In briefThe Levels: In detailEarly feedbackYour feedback!THE LEVELS: THIS PRESENTATION

Upstairs, by Jo Szczepanska, from The Noun Project01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110The mission of the National Digital Stewardship Alliance is to establish, maintain, and advance the capacity to preserve our nations digital resources for the benefit of present and future generations.

Started in July 2010 by Library of Congress, NDIIPP

Has 160+ members; free to join & all-volunteer

Features a diverse range of institutions and sizes

Organized in 5 Working Groups: Innovation, Infrastructure, Content, Standards, Outreach

http://www.digitalpreservation.gov/ndsa/THE NDSA: ABOUT01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE NDSA: ACTIVITIESStorage Survey & Staffing SurveyWeb Archiving reportAnnual Innovation AwardsContent Case Studies (geospatial, citizen journalism, etc)WikiProjectKickstarter featured projectsWebinars on OSSInnovation Interview SeriesThese Levels!http://www.digitalpreservation.gov/ndsa/activities01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110Simple guidance to help institutions of any type and size mitigate the risks to digital content

Basic assistance for planning and undertaking digital preservation activities

Content and resource agnostic

Evolving document of community-accepted minimums for digital stewardship

To be usedTHE LEVELS: GOALS01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110NDSA Supergroup: Abbie Grotke (Library of Congress), Amy Kirchhoff (ITHAKA), Kris Klein (California State Library), Jane Mandelbaum (Library of Congress), Shawn Rounds (Minnesota Historical Society), Robin Ruggaber (University of Virginia) and Linda Tadic (Audiovisual Archive Network), Trevor Owens (Library of Congress), Andrea Goethels (Harvard University), Meg Phillips (NARA), me

Community-development

Blog posts on NDIIPP blog, The SignalTHE LEVELS: ORIGINS01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110Concepts & process areas

Accepted best practices & validation

Baseline considerations, boxes off the floor

Progressive, accessible scalability

Functional independenceTHE LEVELS: WHAT THEY COVER01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE LEVELS: WHAT THEY DONT COVERTechnology:

InfrastructureHardware, softwareTech ownership

Activity:

BudgetingProject Management

Policy:

Scope of CollectingStandards & WorkflowsStaffing

Elasticity:

Vendor lock, systems, OSSData I/OInstitutional change/knowledge

01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110Identify consensus of best practices

Bootstrapping

Self Assessment

Strategic Planning

Institutional advocacy

A roadmap & a starting point

THE LEVELS: USES01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110FOUR LEVELSLevel 1 Protect your dataLevel 2 Know your dataLevel 3 Monitor your dataLevel 4 Repair your data

FIVE ACTIVITY AREASStorage & Geographic LocationFile Fixity & Data IntegrityInformation SecurityMetadataFile Formats

From Bit-level Preservation to Long-term StewardshipTHE LEVELS: STRUCTURE01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE LEVELS: THE LEVELSLevel 1 (Protect your data)Level 2 (Know your data)Level 3 (Monitor your data)Level 4 (Repair your data)Storage and

Geographic

Location- Two complete copies that are not collocated- For data on heterogeneous media (optical discs, hard drives, etc.) get the content off the medium and into your storage system- At least three complete copies- At least one copy in a different geographic location- Document your storage system(s) and storage media and what you need to use them- At least one copy in a geographic location with a different disaster threat- Obsolescence monitoring process for your storage system(s) and media- At least three copies in geographic locations with different disaster threats- Have a comprehensive plan in place that will keep files and metadata on currently accessible media or systemsFile Fixity

and Data

Integrity- Check file fixity on ingest if it has been provided with the content- Create fixity info if it wasnt provided with the content- Check fixity on all ingests- Use write-blockers when working with original media- Virus-check high risk content- Check fixity of content at fixed intervals- Maintain logs of fixity info; supply audit on demand- Ability to detect corrupt data- Virus-check all content- Check fixity of all content in response to specific events or activities- Ability to replace/repair corrupted data- Ensure no one person has write access to all copiesInformation

Security- Identify who has read, write, move and delete authorization to individual files- Restrict who has those authorizations to individual files- Document access restrictions for content- Maintain logs of who performed what actions on files, including deletions and preservation actions- Perform audit of logsMetadata- Inventory of content and its storage location- Ensure backup and non-collocation of inventory- Store administrative metadata- Store transformative metadata and log events- Store standard technical and descriptive metadata- Store standard preservation metadataFile Formats- When you can give input into the creation of digital files encourage use of a limited set of known open formats and codecs- Inventory of file formats in use- Monitor file format obsolescence issues- Perform format migrations, emulation and similar activities as neededStorage and Geographic LocationLevel 1Protect your dataLevel 2Know your dataLevel 3Monitor your dataLevel 4Repair your dataTwo complete copies that are not collocated

For data on heterogeneous media (optical discs, hard drives, etc.) get the content off the medium and into your storage systemAt least three complete copies

At least one copy in a different geographic location

Document your storage systems(s) and storage media and what you need to use themAt least one copy in a geographic location with a different disaster threat

Obsolescence monitoring for your storage system(s) and mediaAt least three copies in geographic locations with different disaster threats

Have a comprehensive plan in place that will keep files and metadata on currently accessible media or systemsTHE LEVELS: THE LEVELSStorage and Geographic Location01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111012Storage and Geographic LocationTHE LEVELS: THE LEVELSFile Fixity and Data IntegrityLevel 1Protect your dataLevel 2Know your dataLevel 3Monitor your dataLevel 4Repair your dataCheck file fixity on ingest if it has been provided with the content

Create fixity info if it wasnt provided with the contentCheck fixity on all ingests

Use write-blockers when working with original media

Virus-check high risk contentCheck fixity of content at fixed intervals

Maintain logs of fixity info; supply audit on demand

Ability to detect corrupt data

Virus-check all contentCheck fixity of all content in response to specific events or activities

Ability to replace/repair corrupted data

Ensure no one person has write access to all copies01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111013THE LEVELS: THE LEVELSInformation SecurityLevel 1Protect your dataLevel 2Know your dataLevel 3Monitor your dataLevel 4Repair your dataIdentify who has read, write, move and delete authorization to individual files

Restrict who has those authorizations to individual filesDocument access restrictions for contentMaintain logs of who performed what actions on files, including deletions and preservation actionsPerform audit of logs01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111014Storage and Geographic LocationTHE LEVELS: THE LEVELSMetadataLevel 1Protect your dataLevel 2Know your dataLevel 3Monitor your dataLevel 4Repair your dataInventory of content and its storage location

Ensure backup and non-collocation of inventoryStore administrative metadata

Store transformative metadata and log eventsStore standards technical and descriptive metadataStore standard preservation metadata01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111015Storage and Geographic LocationTHE LEVELS: THE LEVELSFile FormatsLevel 1Protect your dataLevel 2Know your dataLevel 3Monitor your dataLevel 4Repair your dataWhen you can give input into the creation of digital files, encourage use of a limited set of known open formats and codecsInventory of file formats in useMonitor file format obsolescence issuesPerform format migrations, emulation and similar activities as needed01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111016Storage and Geographic LocationTHE LEVELS: THE LEVELSLevel 1Storage & Geographic LocationFile Fixity & Data IntegrityInformation SecurityMetadataFile Formats- Two complete copies that are not collocated- For data on heterogeneous media (optical discs, hard drives, etc.) get the content off the medium and into your storage system - Check file fixity on ingest if it has been provided with the content- Create fixity info if it wasnt provided with the content- Identify who has read, write, move and delete authorization to individual files- Inventory of content and its storage location- When you can give input into the creation of digital files encourage use of a limited set of known open formats and codecs01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110

17Storage and Geographic LocationTHE LEVELS: THE LEVELSLevel 2Storage & Geographic LocationFile Fixity & Data IntegrityInformation SecurityMetadataFile Formats- At least three complete copies- At least one copy in a different geographic location- Document your storage system(s) and storage media and what you need to use them- Check fixity on all ingests- Use write-blockers when working with original media- Virus-check high risk content - Document access restrictions for content - Store administrative metadata- Store transformative metadata and log events - Inventory of file formats in use

01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111018Storage and Geographic LocationTHE LEVELS: THE LEVELSLevel 3Storage & Geographic LocationFile Fixity & Data IntegrityInformation SecurityMetadataFile Formats- At least one copy in a geographic location with a different disaster threat-Obsolescence monitoring process for your storage system(s) and media - Check fixity of content at fixed intervals- Maintain logs of fixity info; supply audit on demand- Ability to detect corrupt data- Virus-check all content - Maintain logs of who performed what actions on files, including deletions and preservation actions - Store standard technical and descriptive metadata- Monitor file format obsolescence issues 01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110

19Storage and Geographic LocationTHE LEVELS: THE LEVELSLevel 4Storage & Geographic LocationFile Fixity & Data IntegrityInformation SecurityMetadataFile Formats- At least three copies in geographic locations with different disaster threats- Have a comprehensive plan in place that will keep files and metadata on currently accessible media or systems - Check fixity of all content in response to specific events or activities- Ability to replace/repair corrupted data- Ensure no one person has write access to all copies - Perform audit of logs- Store standard preservation metadata - Perform format migrations, emulation and similar activities as needed 01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110

2001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE LEVELS: EARLY FEEDBACK

Dramatic Chipmunk, via YouTube user cregets01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE LEVELS: PRIMARY FEEDBACK AREASLevel 1 (Protect your data)Level 2 (Know your data)Level 3 (Monitor your data)Level 4 (Repair your data)Storage and

Geographic

Location- Two complete copies that are not collocated- For data on heterogeneous media (optical discs, hard drives, etc.) get the content off the medium and into your storage system- At least three complete copies- At least one copy in a different geographic location- Document your storage system(s) and storage media and what you need to use them- At least one copy in a geographic location with a different disaster threat- Obsolescence monitoring process for your storage system(s) and media- At least three copies in geographic locations with different disaster threats- Have a comprehensive plan in place that will keep files and metadata on currently accessible media or systemsFile Fixity

and Data

Integrity- Check file fixity on ingest if it has been provided with the content- Create fixity info if it wasnt provided with the content- Check fixity on all ingests- Use write-blockers when working with original media- Virus-check high risk content- Check fixity of content at fixed intervals- Maintain logs of fixity info; supply audit on demand- Ability to detect corrupt data- Virus-check all content- Check fixity of all content in response to specific events or activities- Ability to replace/repair corrupted data- Ensure no one person has write access to all copiesInformation

Security- Identify who has read, write, move and delete authorization to individual files- Restrict who has those authorizations to individual files- Document access restrictions for content- Maintain logs of who performed what actions on files, including deletions and preservation actions- Perform audit of logsMetadata- Inventory of content and its storage location- Ensure backup and non-collocation of inventory- Store administrative metadata- Store transformative metadata and log events- Store standard technical and descriptive metadata- Store standard preservation metadataFile Formats- When you can give input into the creation of digital files encourage use of a limited set of known open formats and codecs- Inventory of file formats in use- Monitor file format obsolescence issues- Perform format migrations, emulation and similar activities as needed01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 0110111001100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110Next Steps:Community FeedbackRelease Candidate One is liveNext Iterations Late Summer

Your Feedback:Clarity?Usability?Levels and Activity Areas?Additions?THE LEVELS: NEXT STEPS & FEEDBACK01100100 01101001 01100111 01101001 01110100 01100001 01101100 00100000 01110000 01110010 01100101 01110011 01100101 01110010 01110110 01100001 01110100 01101111 01101110THE LEVELS OF DIGITAL PRESERVATIONA NATIONAL DIGITAL STEWARDSHIP ALLIANCE PROJECTLevels of Digital Preservation Resourceshttp://bit.ly/ndsa_levels

NDSA Homepagehttp://www.digitalpreservation.gov/ndsa

[email protected]


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