sustainable economics for a digital planet: ensuring long-term access to digital information
DESCRIPTION
Sustainable Economics for a Digital Planet: Ensuring Long-term Access to Digital Information. Funders Forum on Sustaining Digital Resources. May 7, 2010. Brian Lavoie Research Scientist OCLC [email protected]. Roadmap. - PowerPoint PPT PresentationTRANSCRIPT
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Brian LavoieResearch [email protected]
Sustainable Economics for a Digital Planet:Ensuring Long-term Access to Digital Information
Funders Forum on
Sustaining Digital
ResourcesMay 7, 2010
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Roadmap
• Background: Blue Ribbon Task Force on Sustainable Digital Preservation and Access
• Task Force Final Report highlights• Funders’ perspective• Conclusion
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BACKGROUND
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Digital preservation: multi-faceted problem
Source: “The Diverse and Exploding DigitalUniverse” IDC Whitepaper, March 2008
2007: Amount of digitalinformation created, captured,or replicated exceededavailable storage capacity
“Dealing with the digital universe is not a technical problem alone”
Perpetuating digital signalsDeciding what is preservedAccommodating IPR Matching means to ends
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Blue Ribbon Task Force on Sustainable Digital Preservation and Access
• Task Force:• Supported by NSF, Mellon, Library of Congress, JISC,
CLIR, NARA• Co-chairs: Brian Lavoie (OCLC), Fran Berman (RPI)• Cross-domain, cross discipline• http://brtf.sdsc.edu/
• Frame digital preservation as sustainable economic activity
• Economic activity: deliberate allocation of resources• Sustainable: ongoing resource allocation over long
periods of time• Articulate problem space/provide recommendations &
guidelines
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Task Force deliverables
Interim Report (December 2008)
• Scope problem space• Understand current
practices• Identify systemic
challenges
Washington , DCApril 1, 2010
LondonMay 6, 2010
Final Report (February 2010)
• Analysis of 4 key contexts• Findings &
recommendations• Next stepsSymposia (April & May
2010)• Community discussion• Catalyze further work
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FINAL REPORT
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Task Force Final Report (February 2010)
http://brtf.sdsc.edu/biblio/BRTF_Final_Report.pdf
Sustainable Economics for a Digital Planet
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Key message
“… sustainable economics for digital preservation is not just about finding more funds. It is about building an economic activity firmly rooted in a compelling value proposition, clear incentives to act, and well-defined preservation roles and responsibilities.”
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Key themes
• Value• Expected benefits• Judgment about priorities
• Incentives• Motivation to act• Vary across stakeholders & time
• Roles & Responsibilities• Who benefits? Preserves? Pays?
Demand
Supply
Supply &
Demand
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Sustainability principles & actions
• Dynamics: Preservation is a series of decisions
• Take action early in digital lifecycle• Anticipate and make contingency plans for
economic risks• Create mechanisms to transfer preservation
responsibilities
• Benefits: Value of preservation based on use• Articulate value of preservation from use cases• Use proxy organizations to aggregate diffused
demand• Use option strategies where future value is highly
uncertain
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Sustainability principles & actions (continued)
• Selection: Scarce resources = prioritization• Prioritize on basis of projected future use• Revisit decisions: “de-selection” often as important as
selection
• Incentives: Strengthen, align, create• Impose and enforce preservation mandates where
appropriate• Create private incentives to preserve in the public
interest• Promote 3rd-party archiving via non-exclusive
preservation license
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Sustainability principles & actions (continued)
• Organization: Coordinate preservation interests• Governance: responsibilities, outcomes, strategies,
accountability• Formalize/document governance in policy statements,
service level agreements, MOUs
• Resources: Gather sufficient resources & use efficiently
• Use funding mechanisms that reflect community norms
• Ensure resource flows are flexible in face of disruptions
• Leverage economies of scale & scope to reduce costs
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FUNDERS’ PERSPECTIVE
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Who are the sustainability actors?
• Sustainability conditions prescribe actions; but who takes action?
• National, international, public institutions• Government , cultural heritage, consortia, scholarly
institutes …• Stakeholder Organizations
• Higher education, private sector, professional societies, …
• Individuals• Scholars, creators, private individuals …
• Funders and sponsors of digital information creation
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Recommendations for funders
• Create and enforce preservation mandates• Adhere to community-specific requirements• Clearly define roles & responsibilities for
individuals & organizations
• Invest in building system-wide preservation capacity
• “Seed” stewardship capacity for communities of practice
• Develop sustainable funding models beyond one-off grants & soft money
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More recommendations for funders
• Provide leadership in education & training of 21st-century preservationists
• Raise awareness of digital preservation imperative • Synthesize domain expertise and preservation skills
• Fund efforts to model & test domain-specific preservation strategies
• Identify domain-specific requirements for complete digital lifecycle management
• Isolate risks, develop strategies to address them
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Concluding thoughts
• Choices & trade-offs key to preservation decision-making:
• e.g., creation vs. preservation• e.g., open benefits vs. limited benefits
• Scope for action for all types of stakeholders (institutions, funders, policy, individuals)
• Invest not only in creation, but also in preservation of what we have created