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SEEING THE FOREST FOR THE TREES
Kara Van Malssen | AVPreserve
PERICLES Conference
November 30, 2016
kara@avpreserve.com
@kvanmalssen
a look outside the OAIS reference model
1996 2016
OAIS has been widely adopted

We have good maturity models (NDSA LoDP, ISO 16363, etc.)

Technology has matured

We have professional communities of practice

Training is widely available
Publication of “Preserving Digital Information”

— Task Force on Archiving Digital Information
?
AVPRESERVEwe are an information management consulting
and software development firm, serving
media &
entertainment corporategovernment cultural
heritage
higher
education
areas of expertise
digital / media asset management
metadata management & governance
digital preservation
services
requirements defintion
technology selection
tool development (Fixity, Exactly)
ISO 16363 assessments
organizational alignment
OAISISO 16363 ASSESSMENTS
ORGANIZATIONAL ALIGNMENT
OAIS
ISO 16363 ASSESSMENTS
inside the box
Category-level evaluation
Top 3 strenths/gaps
Recommendations
Roadmap
LITE ASSESSMENT
All criteria evaluated
Scoring
Priortization
Categorization
Timeline
Recommendations
Roadmap
FULL ASSESSMENT
OAIS
OAIS
ORGANIZATIONAL ALIGNMENT
outside the box
ORGANIZATIONAL ALIGNMENT
outside the box
OAIS
ISO assessments
(inside the box)
Documentation
Policy
Procedure
Functionality
Infrastructure
Operations
Organizational
Alignment
(outside the box)
COMMON GAP AREAS
Content creators
unreasonably burdened
No digital preservation
mandate
No central oversight
No / lacking policy
Exemplary siloed
preservation efforts
2.50
Insuffcient infrastructure
COMMON GAP AREAS
Why?
1
we have a cultural
obsession with
innovation 2
we don’t have
patience for the slow
pace of change
“In Praise of Maintenance”
Freakonomics Radio, 19 October 2016
Has our culture’s obsession with
innovation led us to neglect the fact that
things also need to be taken care of?
The work of the maintainers, those individuals
whose work keeps ordinary existence going
rather than introducing novel things. Brief
reflection demonstrates that the vast majority
of human labour… is of this type: upkeep.
Andrew Russel and Lee Vinsel
“Hail the Maintainers”
Aeon, 7 April 2016
0
20
40
60
80
INNOVATION MAINTENANCE
Google Search Trends
2004 - present
> 23 x
the next shiny thing!
CREATORS, CREATE MAINTAINERS, MAINTAIN
INCENTIVES?
The most general lesson to be learned…is
that the change process goes through a
series of phases that, in total, usually
require a considerable length of time.
The central issue is never strategy, structure,
culture, or systems…But the core of the
matter is always about changing the
behavior of people.
John P. Kotter
“Leading Change: Why Transformation Efforts Fail”
Harvard Business Review, January 2007
John P. Kotter
The Heart of Change, 2002
“Coming up with a plan, sticking
with it, and getting buy in.”
“What is your greatest digital
preservation challege
today?”
Achieving systematic digital
preservation requires large-
scale organization change
Lasting organizational
change takes concerted
effort over many years
http://www.nytimes.com/elections/results/president
1996 2016
OAIS has been widely adopted

We have good maturity models (NDSA LoDP, ISO 16363, etc.)

Technology has matured

We have professional communities of practice

Training is widely available
Publication of “Preserving Digital Information”

— Task Force on Archiving Digital Information
We have largely focused on the area inside the OAIS box
1996 2016
Publication of “Preserving Digital Information”

— Task Force on Archiving Digital Information
Where do we go
from here?
Reassess resource
allocation as a
profession
Resist the urge to
become distracted by
the next shiny thing
Recognize that our
work, maintenance,
is not always highly
valued, even by
ourselves
Remember that lasting
change takes time
Seek help from other
communities
Find ways to close
the incentive gap
A FEW SUGGESTIONS
2Establish
organization-wide
governance &
oversight
Bring together existing silos
and identify stewardship gaps
Create a vision
for digital
preservation
3
Demonstrate the value and
impact of long-term
accessibility
4Create and/or
update policies
5Ensure
alignment &
accountability
6Focus on small
wins, but don’t
let them become
a distraction
7 8Maintain…
Quantify the need and
communicate it broadly
Team up with marketing
1Instill a sense of
urgency
amongst all
stakeholders
Ensure roles & responsibiities
are clear, and all content is
accounted for
Create feedback loops to
help cement practices
Team up with behavioral
scientists
Incremental victories are
necessary, but not the end
goal
Remove
technological
barriers
Keep core infrastructure
simple, and integrate
specialized applications
Demonstrate connection
between new behaviors and
success. Ensure continuity
during change in tech and staff
Kara Van Malssen | AVPreserve
www.avpreserve.com
kara@avpreserve.com
@kvanmalssen
thank you
Icons from The Noun Project: https://thenounproject.com/

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Seeing the Forest for the Trees: A look outside the OAIS Reference Model

  • 1. SEEING THE FOREST FOR THE TREES Kara Van Malssen | AVPreserve PERICLES Conference November 30, 2016 kara@avpreserve.com @kvanmalssen a look outside the OAIS reference model
  • 2. 1996 2016 OAIS has been widely adopted We have good maturity models (NDSA LoDP, ISO 16363, etc.) Technology has matured We have professional communities of practice Training is widely available Publication of “Preserving Digital Information” — Task Force on Archiving Digital Information
  • 3. ?
  • 4. AVPRESERVEwe are an information management consulting and software development firm, serving media & entertainment corporategovernment cultural heritage higher education
  • 5. areas of expertise digital / media asset management metadata management & governance digital preservation services requirements defintion technology selection tool development (Fixity, Exactly) ISO 16363 assessments organizational alignment
  • 7. OAIS ISO 16363 ASSESSMENTS inside the box Category-level evaluation Top 3 strenths/gaps Recommendations Roadmap LITE ASSESSMENT All criteria evaluated Scoring Priortization Categorization Timeline Recommendations Roadmap FULL ASSESSMENT
  • 10. ISO assessments (inside the box) Documentation Policy Procedure Functionality Infrastructure Operations Organizational Alignment (outside the box) COMMON GAP AREAS
  • 11. Content creators unreasonably burdened No digital preservation mandate No central oversight No / lacking policy Exemplary siloed preservation efforts 2.50 Insuffcient infrastructure COMMON GAP AREAS
  • 12. Why?
  • 13. 1 we have a cultural obsession with innovation 2 we don’t have patience for the slow pace of change
  • 14. “In Praise of Maintenance” Freakonomics Radio, 19 October 2016 Has our culture’s obsession with innovation led us to neglect the fact that things also need to be taken care of? The work of the maintainers, those individuals whose work keeps ordinary existence going rather than introducing novel things. Brief reflection demonstrates that the vast majority of human labour… is of this type: upkeep. Andrew Russel and Lee Vinsel “Hail the Maintainers” Aeon, 7 April 2016
  • 16. the next shiny thing!
  • 17. CREATORS, CREATE MAINTAINERS, MAINTAIN INCENTIVES?
  • 18. The most general lesson to be learned…is that the change process goes through a series of phases that, in total, usually require a considerable length of time. The central issue is never strategy, structure, culture, or systems…But the core of the matter is always about changing the behavior of people. John P. Kotter “Leading Change: Why Transformation Efforts Fail” Harvard Business Review, January 2007 John P. Kotter The Heart of Change, 2002
  • 19. “Coming up with a plan, sticking with it, and getting buy in.” “What is your greatest digital preservation challege today?”
  • 20. Achieving systematic digital preservation requires large- scale organization change Lasting organizational change takes concerted effort over many years
  • 22. 1996 2016 OAIS has been widely adopted We have good maturity models (NDSA LoDP, ISO 16363, etc.) Technology has matured We have professional communities of practice Training is widely available Publication of “Preserving Digital Information” — Task Force on Archiving Digital Information
  • 23. We have largely focused on the area inside the OAIS box 1996 2016 Publication of “Preserving Digital Information” — Task Force on Archiving Digital Information
  • 24. Where do we go from here?
  • 25. Reassess resource allocation as a profession Resist the urge to become distracted by the next shiny thing Recognize that our work, maintenance, is not always highly valued, even by ourselves Remember that lasting change takes time Seek help from other communities Find ways to close the incentive gap A FEW SUGGESTIONS
  • 26. 2Establish organization-wide governance & oversight Bring together existing silos and identify stewardship gaps Create a vision for digital preservation 3 Demonstrate the value and impact of long-term accessibility 4Create and/or update policies 5Ensure alignment & accountability 6Focus on small wins, but don’t let them become a distraction 7 8Maintain… Quantify the need and communicate it broadly Team up with marketing 1Instill a sense of urgency amongst all stakeholders Ensure roles & responsibiities are clear, and all content is accounted for Create feedback loops to help cement practices Team up with behavioral scientists Incremental victories are necessary, but not the end goal Remove technological barriers Keep core infrastructure simple, and integrate specialized applications Demonstrate connection between new behaviors and success. Ensure continuity during change in tech and staff
  • 27. Kara Van Malssen | AVPreserve www.avpreserve.com kara@avpreserve.com @kvanmalssen thank you Icons from The Noun Project: https://thenounproject.com/