Charles Beagrie News https://blog.beagrie.com Just another WordPress site Fri, 15 Jun 2018 08:15:08 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Research Data: What to Keep? https://blog.beagrie.com/2018/06/15/research-data-what-to-keep/ https://blog.beagrie.com/2018/06/15/research-data-what-to-keep/#respond Fri, 15 Jun 2018 08:15:08 +0000 https://blog.beagrie.com/?p=1260 Charles Beagrie Ltd has started a new research data study for Jisc and UK institutions.

Jisc is working to develop shared infrastructure, influence policy and provide guidance to support institutions with the growing need for robust research data management. There is a wide-range of needs and existing provision for creation, collection, storage and preservation, and reuse of data within UK Higher Education.

What research data should be kept?

Researchers, data curators and policy makers all need to answer the question, what research data should be kept? We can’t keep it all, because that would be too expensive and time-consuming. However, we have to keep data that is irreplaceable and unique in its value for future research; to enable it to be reused and validated: to enable peer review to be informed; and to enable there to be trust in research findings. Types of data needing to be retained vary and may include related materials such as software and documentation. But how much and what is enough? Obviously, there is no single answer to that: it depends on many factors, but what are those factors, and how should we weight them? These remain difficult and open questions, but this year Jisc is working with us to take a step toward answering them.

How can we identify what to keep?

We are setting out to explore, what actually is the optimal data to keep from research projects conducted at UK institutions? Over the course of the rest of 2018, our project will work with a small number of research areas to find out. What conditions, such as openness or timescales, might be ideal? We will consult the views of researchers (as data creators and data users), research funders, ethics professionals, archivists, research data managers, peer reviewers, other research users, and others on these questions. We will dig into the reasons for their views, and into whether research data is currently kept in line with those views, or not.

Why are we carrying out this investigation now?

This work comes at a critical time in the evolution of research data management and sharing. At the policy level, the recommendations from the UK Open Research Data Taskforce are expected shortly. These may take into account both the recommendations to Government of the 2017 report by Dame Wendy Hall and Jérôme Pesenti into the future of the UK artificial intelligence industry and the recent Government announcements around this, where research data can be a key input into AI tools. The availability of research data is also a matter of concern to those interested in research integrity and reproducibility. Relevant infrastructure investments include both the Jisc research data shared service and the increasing activity around the European Open Science Cloud.

Both policy and infrastructure investments need better information about the extent and nature of the research data that needs to be kept, under what conditions, and for how long. Our 2018 project will not provide all this information, but it will explore current practices and take the next step.

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Digital Past 2018 https://blog.beagrie.com/2018/02/15/digital-past-2018/ https://blog.beagrie.com/2018/02/15/digital-past-2018/#respond Thu, 15 Feb 2018 11:49:01 +0000 https://blog.beagrie.com/?p=1256

I spent two days last week at the excellent Digital Past 2018 conference in Aberystwyth. It was my first time at the conference.

Organised by the Royal Commission on the Ancient and Historical Monuments of Wales (RCAHMW), it showcased innovative digital technologies and techniques for data capture, interpretation and dissemination of the heritage of Wales, the UK and beyond. An image from one of the digital projects featured “Commemorating the Forgotten U-boat War around the Welsh Coast 1914-18” is used in this blog.

Fortunately for a first-time attendee, it was also the 10th anniversary of the conference, so there were several outstanding keynotes that looked back over developments in the last decade, current emerging trends, and more speculatively into the future.

I had my first attempt at doing a conference summing up at Digital Past this year. I have always been a great admirer of Cliff Lynch’s conference summings up at the Coalition for Networked Information and elsewhere. It is a very difficult job to do well. I think I still have a lot to learn from Cliff but it was an interesting challenge!

I would highly recommend the conference to colleagues. Keep an eye out for the next one.

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The Costs of Inaction: advocating for digital preservation https://blog.beagrie.com/2017/12/04/the-costs-of-inaction-advocating-for-digital-preservation/ https://blog.beagrie.com/2017/12/04/the-costs-of-inaction-advocating-for-digital-preservation/#respond Mon, 04 Dec 2017 11:43:13 +0000 https://blog.beagrie.com/?p=1244

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Illustration by Jørgen Stamp digitalbevaring.dk CC BY 2.5 Denmark

Traditionally the major challenge in digital preservation has been seen to be technology obsolesence. However, arguably the organisational challenges, particularly funding (and advocacy for funding), have proved to be much more significant over time.

In recent years an increasing number of community efforts have focussed on helping organisations to identify benefits and write a business case for digital preservation. The Keeping Research Data Safe (KRDS) Digital Preservation Benefits Analysis Tools and the Digital Preservation Business Case Toolkit are good examples.

Most organisations require a business case for major funding projects. This will outline what resources are required, what the resource will be used to achieve, and how this new investment will benefit the organisation.

It is seen as good practice to have actively considered a number of alternative options to the preferred one that you have put forward. One of the options normally recommended for inclusion in a business case is that of doing nothing and its consequences (“the costs of inaction”).

This blog suggests how research on “the costs of inaction” might contribute successfully to advocacy and business cases for digital preservation.

Although it will be of value to all repositories, it will be particularly pertinent for new and emerging repositories. New and emerging services may face particular challenges because digital preservation is a long-term activity: collections are usually appreciating assets – returns can increase over time as  collections reach a critical mass and user awareness of them grows.

For these  repositories it is always helpful to consider “the cost of inaction” and the counter-factual position if no repository exists. There are already hidden opportunity costs and negative consequences involved in doing nothing and they can provide a benchmark against which the value of and funding case for new or emerging services can be assessed.

Counter-factual evidence is difficult to gather and this remains an understudied approach. There are a few great examples for other preservation domains (I am a big fan of AVPreserve’s Cost of Inaction Calculator for Audio Visual archives and its promotional video) and this video is worth watching to understand underlying principles even if you are not an AV repository.


Another relevant example is from the domain of data archives. A recently completed CESSDA-SaW Cost-Benefit Advocacy Toolkit produced on behalf of the Consortium of European Social Science Data Archives looks at how we might evaluate immature repositories or the case for creating new ones. The Toolkit emphasises the potential importance of thinking counter-factually. What would happen if there was no repository?

There are a small number of studies that have looked at quantifying some of the hidden and opportunity costs, particularly for data archived with individual researchers as opposed to being preserved in a long-term repository.


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Illustration Charles Beagrie Ltd ©2017. CC-BY licensed

The CESSDA SaW Return on Investment Factsheet in the toolkit pulled together what evidence we have on the counter-factuals for data repositories. These studies are all partial and narrowly focussed. However, they variously consider what happens when research data is archived by individual researchers.

The reported findings are summarised in the table below in terms of total data loss, partial data loss, access (data requests fulfilled), and delay (the elapsed time until requests are fulfilled). The loss of data, loss of access, delays and inefficiencies are in many ways the flip-side of the high efficiencies seen for users of data archives. They are discussed in fuller detail in the Factsheet.


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Illustration from Cessda-SaW Return on Investment Factsheet Charles Beagrie Ltd ©2017. CC-BY licensed

These reported metrics are from studies of different disciplines and study dates (and perhaps have differing levels of certainty – absolute loss is a very difficult metric to gather evidence for). However, they contrast sharply with the excellent preservation record, very high fulfilment rates, and rapid online access rates of public data archives in the social sciences. The public data archives also are appreciating as opposed to depreciating assets with improving rather than decreasing trends in value over time.

These studies and results provide an indicator of how valuable more data on the cost of inaction would be to the digital preservation community generally. They also provide pointers to the methodologies that could be used. Feedback from focus groups with key stakeholders of data archives undertaken during production of the toolkit (see the CESSDA SaW D4.9 Cost-benefit Advocacy Toolkit Deliverable Report) certainly suggests how effective data on the costs of inaction could be as a central part of our advocacy and in business cases for digital preservation. It is research I would like to see extended and if you are aware of other examples please let me know.

This blog post was first published on the DPC website as part of the first ever International Digital Preservation Day on 30th November 2017.

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CESSDA SaW Final Conference in Dublin https://blog.beagrie.com/2017/10/25/cessda-saw-final-conference-in-dublin/ https://blog.beagrie.com/2017/10/25/cessda-saw-final-conference-in-dublin/#respond Wed, 25 Oct 2017 11:03:05 +0000 https://blog.beagrie.com/?p=1239

The final conference of the CESSDA SaW project was held in Dublin, Ireland on 19th October 2017 and summarised the project results in strengthening and widening of European infrastructure of social science data archives. Organized by the Irish Social Science Data Archive (ISSDA) and CESSDA ERIC, the event was very successful hosting representatives from 28 countries. CESSDA members, non-members and aspiring members, were rounded to present the outcomes of a two-year project which has helped increasing the consortium and strengthening its members.

It has been an extremely productive and collaborative project with many valuable and interesting outputs. Charles Beagrie Ltd has led on the development of the cost-benefit advocacy toolkit (released in April 2017) in CESSDA-SaW and we covered this in a previous blog post – but there are many other project outputs now available that will be of interest to the research data management community.

There is a fuller report, presentations and photos from the conference available here.

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Public Release of New PDF/A Technology Watch Report https://blog.beagrie.com/2017/09/14/public-release-of-new-pdfa-technology-watch-report/ https://blog.beagrie.com/2017/09/14/public-release-of-new-pdfa-technology-watch-report/#respond Thu, 14 Sep 2017 15:28:07 +0000 https://blog.beagrie.com/?p=1233 The Digital Preservation Coalition (DPC) and Charles Beagrie Ltd have released Preservation with PDF/A by Betsy Fanning, the latest in their series of Technology Watch Reports to the public. This is now the 14th Technology Watch Report produced over the last 5 years by Charles Beagrie Ltd and the DPC. It provides a comprehensive review of the PDF/A standard and its use.

An update to the original Technology Watch Report, Preserving the Data Explosion: Using PDF published in 2008, the report begins with a history of the PDF/A standard and its development, before moving on to an examination of conformance levels, validation methods and considerations to be made when choosing to use PDF/A for long-term preservation.

“Conformance to the standard is not a simple ‘yes/no’ binary state, in part because there are now four variants of PDF/A,” explains author Betsy Fanning. “One question that is often asked is: ’When should I use PDF/A, and which version should I use?’ This report attempts to answer that question and to provide some guidance about the strengths, weaknesses, opportunities and threats associated with each.”

Preservation with PDF/A examines each of the four variants and lays out the conditions under which it might be beneficial to use PDF/A-3 rather than PDF/A-1, and vice versa, before presenting a range of practical considerations to make the most effective use of the file format.

Neil Beagrie, managing editor of the Technology Watch Report series on behalf of the DPC, added “the choice of file format is a component of a wider technical and organizational infrastructure which comprises a comprehensive digital preservation solution. This report will make interesting reading for anyone putting together their digital preservation strategy.”

Note the new style cover design!

Read ‘Preservation with PDF/A’ now

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15th anniversary for Charles Beagrie Ltd https://blog.beagrie.com/2017/07/10/15th-anniversary-for-charles-beagrie-ltd/ https://blog.beagrie.com/2017/07/10/15th-anniversary-for-charles-beagrie-ltd/#respond Mon, 10 Jul 2017 10:33:25 +0000 https://blog.beagrie.com/?p=1229 Today is the 15th anniversary of the founding of Charles Beagrie Ltd by myself and Daphne. Our thanks to our associates, partners, and clients for making the last 15 years enjoyable and productive ones stretching across many different disciplines and sectors!

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Digital Preservation Handbook wins IRMS Innovation of the Year Award https://blog.beagrie.com/2017/05/23/digital-preservation-handbook-wins-irms-innovation-of-the-year-award/ https://blog.beagrie.com/2017/05/23/digital-preservation-handbook-wins-irms-innovation-of-the-year-award/#respond Tue, 23 May 2017 13:34:22 +0000 https://blog.beagrie.com/?p=1222

 

The Information and Records Management Society (IRMS) has recognised the re-imagined and revised 2nd edition of the Digital Preservation Handbook as its Innovation of the Year.

Speaking after the Awards ceremony, IRMS Chair Scott Sammons praised the Handbook, saying “This fantastic resource has had such positive feedback from our members. It takes the traditional idea of an information handbook and repackages it to offer essentially useful information in a way that is simple, easy to understand and easy to act upon. It ticks all the boxes.”

The 2nd edition of Digital Preservation Handbook provides an authoritative and practical guide to the complex topic of digital preservation. The Digital Preservation Coalition has hosted and maintained the Digital Preservation Handbook since 2002. Supported by a group of external funders, the new edition of the handbook was developed by an expert community of international authors, under the editorship of Neil Beagrie of Charles Beagrie Ltd, in a series of innovative ‘booksprints,’ ensuring it spoke to as wide an audience as possible whilst retaining a deep understanding of the topics covered.

Neil noted “The online DP Handbook first went live in May 2002. This award is a wonderful way to recognise the ambition and vision of the DPC in instigating this revision, the innovation and effort involved in the Handbook’s re-design and re-launch last year, and the Handbook’s longstanding contribution to the profession and digital preservation practice. Thanks to all who made the second edition so successful: William and staff at the DPC, the funding sponsors, contributors (content, booksprints, peer review, and advisory board), Daphne at Charles Beagrie Ltd for design, layout and proof-reading, and Digital Bewaring for wonderful images.”

Not so much a handbook now, a new responsive website provides free-of-charge open access to case studies, videos and peer-reviewed online content which captures the state of the art in managing data for the long-term. It includes interactive functions, allowing readers to add comments and suggest examples and updates, while a completely new section called ‘Getting Started in Digital Preservation’ supports the DPC’s programme of introductory workshops.

Member of the editorial board for the DPC, Sharon McMeekin says “this is the award the matters most to us. It is a resource created by the digital preservation community for the digital preservation community. We couldn’t be more thrilled that it has been recognised as the great resource it is by the IRMS and its members.”

The 2nd edition of the Handbook was developed and delivered by a research consortium of the Digital Preservation Coalition (DPC) and Charles Beagrie Ltd. The DPC helps members to deliver resilient long-term access to digital content and services, helping them to derive enduring value from digital collections. The Coalition also raises awareness of the attendant strategic, cultural and technological challenges and supports members through advocacy, workforce development, capacity-building and partnership.

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The Cost-Benefit Advocacy Toolkit: useful tools for research data and digital preservation https://blog.beagrie.com/2017/04/27/the-cost-benefit-advocacy-toolkit-useful-tools-for-research-data-and-digital-preservation/ https://blog.beagrie.com/2017/04/27/the-cost-benefit-advocacy-toolkit-useful-tools-for-research-data-and-digital-preservation/#respond Thu, 27 Apr 2017 11:02:23 +0000 https://blog.beagrie.com/?p=1206

We are pleased to announce that the Cost-Benefit Advocacy Toolkit has been published by Consortium of European Social Science Data Archives (CESSDA) and is available for you to use.

The Toolkit will be of interest to a wide audience in research data management and digital preservation.

It was developed within the CESSDA SaW project, which aims to strengthen and widen the CESSDA network.

You can access the Toolkit and download any components from here.
The Toolkit is comprised of:

  • A User Guide;
  • Three Factsheets (Benefits, Costs, and Return on Investment);
  • Four Case Studies from Social Science Data Archives (ADP in Slovenia, FSD in Finland, LiDA in Lithuania, and UKDS in the UK);
  • Two Worksheets (the Archive Development Canvas, and the Benefits Summary for a Data Archive);
  • A Deliverable Report describing how the toolkit was developed.

In addition, the Toolkit describes and links to a number of pre-existing external tools and relevant studies.

The major use for the Toolkit will be supporting funding and business cases but elements are likely to be relevant in advocacy to other groups or in supporting broader operational tasks.

Some feedback on the draft Toolkit from attendees at our International Digital Curation Conference 2017 workshop earlier this year included:

“This was one of the most relevant and important workshops I have ever attended in my 14 years of professional experience in this library profession. Since I am interacting with senior stakeholders (e.g. assistant vice-presidents, Deans, Chairs, & associate Deans etc.), cost-benefit and ROI are very important to the development of research data services.”

“The worksheets are really useful, and very relevant to be used at an institutional level.”

“Highly relevant and good content.”

The CESSDA SaW Project is funded by the EU Horizon 2020 Research and Innovation Programme under the agreement No.674939.

The development of the Toolkit was led by Charles Beagrie Ltd, with support from the Slovenian Social Science Data Archive (ADP), the Finnish Social Science Data Archive (FSD), the Lithuanian Social Science Data Archive (LiDA), the University of Tartu in Estonia (UTARTU), and the UK Data Service (UKDS).

You can find out more about CESSDA SaW here.

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IDCC Conference Workshop Feb 2017 https://blog.beagrie.com/2016/12/16/idcc-conference-workshop-feb-2017/ https://blog.beagrie.com/2016/12/16/idcc-conference-workshop-feb-2017/#respond Fri, 16 Dec 2016 16:07:35 +0000 http://blog.beagrie.com/?p=1201 Demonstrating the Value and Impact of Research Data Services

Monday pm 20th February 2017

Workshop organisers: Neil Beagrie (Charles Beagrie Ltd) and Mike Priddy (DANS) and the Consortium of European Social Science Archives (CESSDA).

Description: At this half-day workshop attendees, will learn from Neil Beagrie and Mike Priddy about how to apply the Cost-Benefit Advocacy Toolkit, the Capability Development Model, and the Archive Development Canvas (a variant of the Business Model Canvas) developed by the CESSDA Strengthening and Widening Project (CESSDA-SaW). Although the CESSDA-SaW project work focuses on the social sciences, core elements are multi-disciplinary and relevant to a wide range of organisations at IDCC involved in development, funding, and advocacy for research data infrastructures and open access for data.

The workshop is free to attend but places are limited so early booking is advised.

CESSDA-SaW is a project funded by the Horizon 2020 programme. Its principal objective is to develop the maturity of data archive services that are aspiring to be, or are a part of the CESSDA community of social science data archives in a coherent and deliberate way towards the vision of a comprehensive, distributed and integrated social science data research infrastructure, facilitating access to social science data resources for researchers regardless of the location of either researcher or data. As part of the project, we have been developing the Cost-Benefit Advocacy Toolkit, the Capability Development Model, and the Archive Development Canvas to assist data archive services across Europe.

The broad outline for the workshop will be as follows:

  • Brief introduction to the CESSDA-SaW project
  • Presentation and discussion of the Cost-Benefit Advocacy Toolkit
  • Presentation and discussion of the Capability Development Model
  • Panel presentation and discussion – Bringing it together: The Archive Development Canvas
  • Breakout groups with hands-on opportunities to use and discuss the tools we have presented

The expected learning outcomes from the workshop are that all attendees will:

  • Understand the purpose of CESSDA-SaW, the Toolkit, Capability Development Model, and the Archive Development Canvas;
  • Understand what is specific to social science, to different funding regimes, or maturity of services;
  • Know the main findings from the desk research on the Toolkit and key lessons learnt;
  • Understand economic approaches such as Return on Investment, other key arguments for Value, how it has been calculated, and why the counter-factual and “cost of inaction” are important;
  • Understand how to use the Capability Development Model to undertake a self-assessment
  • Know what outputs will be available from CESSDA-SaW and how they might use them.

To register for the workshop see http://www.dcc.ac.uk/events/idcc17/workshops

If you are too late to book, I will maintain a short reserve list. Please contact me if you wish to be added to the list. Should anyone drop out and a place become available it will be offered to the reserves.

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2016 SMPTE Archival Technology Medal Award winner announced https://blog.beagrie.com/2016/08/16/2016-smpte-archival-technology-medal-award-winner-announced/ https://blog.beagrie.com/2016/08/16/2016-smpte-archival-technology-medal-award-winner-announced/#respond Tue, 16 Aug 2016 20:47:41 +0000 http://blog.beagrie.com/?p=1195

Congratulations to Daniel Teruggi who will receive the 2016 SMPTE Archival Technology Medal Award for his leadership of the Presto European Commission Research and Innovation Projects and his contributions to the preservation of the world’s audiovisual cultural heritage. The Presto projects have involved hundreds of scientists and researchers from dozens of academic and commercial organisations in the investigations of archival technology for audio-visual heritage collections and the development of new tools and technologies for archival preservation and access.

The SMPTE Archival Technology Medal Award will be presented to Daniel on Monday 24th October at the SMPTE 2016 Honors & Awards Ceremony in Hollywood.

For the full list of 2016 SMPTE honors and awards recipients see the SMPTE press release.

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