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    Contents

    Chairmans Statement.........................

    About...................................................

    Highlights.............................................

    Projects................................................

    Governance.........................................

    Resources............................................

    Membership........................................

    OPF Timeline........................................

    2012 Preview.......................................

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    10

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    1

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    5

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    About

    The real challenge of digital preservaon is long-term access

    to digital content. Since the beginning of the digital era,

    formats have become obsolete and content has become

    inaccessible. The rapid innovaon that drives the digital

    world limits the lifespan of soware. Soware becomes

    obsolete from a technical perspecve or unsupportable from

    a commercial perspecve. Therefore, preserving just the bits

    that make up digital content is not enough. It is essenal to

    take acve steps to ensure that future generaons will have

    meaningful, contextual access to the content that is locked

    up in todays digital material.

    The Open Planets Foundaon (OPF) was founded on 1st

    June 2010. It is a not-for-prot organisaon inspired by and

    building on the pioneering work of the EU co-funded Planets

    project. Planets successfully developed digital preservaon

    best pracces, prototype tools and demonstrators that were

    validated by the cultural heritage sector as a solid basis for a

    soluon that addresses the challenge and accessing digital

    content for the long-term.

    The OPF is further developing this suite of tools and pracces

    and maturing them into a comprehensive open source range

    of soware oerings. The OPF provides digital preservaon

    best pracce guidance and tools that cover preservaonplanning, cosng models, format idencaon and

    characterisaon.

    The founders of the OPF foresee that making tools available

    under an open source licence where and when possible will

    smulate the adopon of digital preservaon pracces;

    wider adopon will increase sustainability due to the size of

    the community of immediate stakeholders.

    The OPF plays an acve role in further developing the open

    source components for its suite by means of connuous

    involvement with the community through requirementsmanagement, architectural guidance, conguraon

    management support and development infrastructure

    support.

    The OPF products and services:

    Meet digital preservaon needs of archives and libraries

    at naonal scale

    Are focused on praccal soluons

    Provide funconal products and services, which are

    open source, extensible and non-proprietary

    Are posioned to deliver value for money

    Have commied internaonal support from exisng

    partners and growing interest from libraries, archives

    and industry

    2

    Background

    The OPFs mission is

    to ensure that its members

    around the world are able to meet

    their digital preservaon challenges

    with a best pracce strategy and

    soluons that are widely adopted

    and acvely developed by thecultural heritage sector and

    beyond.

    The founders of the OPF believe that in order

    to ensure sustainability and economy of scale of digital

    preservaon there must be support by value-added services

    and digital preservaon expert tools. The OPF founders also

    believe that this will require at least 80% of naonal heritage

    organisaons to adopt a digital preservaon pracce by

    2015.

    The community needs decision pracces and tools that

    support the process of determining when, what and how

    to safeguard this long term access to digital content. They

    need to be alerted when digital content is endangered,

    decide what needs to be preserved and test how this can be

    done. Content holders tradionally are very well organised to

    decide about what to preserve, but it is the missing whenand how where OPF pracses and tooling will prove their

    value.

    Objecves

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    Developer Collaboratory

    Practoner Community

    Highlights

    The community established by the OPF brings together

    praconers and developers to build praccal soluons

    to address the challenges of long-term access to digital

    content.

    We work closely with our members to idenfy and

    understand their digital preservaon problems and

    ascertain their requirements for tools and services. We

    have set up templates to help praconers to further dene

    and focus these requirements to create concrete use cases

    for development work. By documenng this informaon in

    the OPF wiki (hp://wiki.opf-labs.org/display/REQ/Home),

    members with similar problems can share ideas and

    experiences, avoid duplicaon of eort and reduce costs.

    The OPF hosts hackathons throughout the year which give

    the opportunity for practoners and developers to meet

    face-to-face and work directly with one another to develop

    praccal soluons for specic digital preservaon issues.

    The resulng tools are available to the OPF members to test

    and provide feedback for further development work.

    Guided by the OPF Technical and Architecture Advisory

    Board, a best-of-breed development infrastructure has

    been set up to support the digital preservaon technical

    community. Distributed source control repositories from

    GitHub are combined with the powerful Atlassian tool set,

    including the Conuence wiki, the JIRA issue tracker, and

    the Bamboo integrated build server. This infrastructure has

    been adopted by the AQuA and SCAPE projects (see page

    5), as well as being used by the OPF to manage our own

    code and resources.

    The original Planets soware has been revised and

    refactored in order to make it more sustainable, as part

    of an on-going process of reviewing research outputs to

    generate producon tools. We have made the original

    Planets code smaller, more modular, and easier to deploy.

    We connually simplify the components of our soware

    suite, focussing it more keenly on our members needs.

    3

    Website

    The OPF launched its 2.0 website (hp://www.

    openplanetsfoundaon.org/) in November 2010. It oers

    informaon about the OPF and its members, the projects

    it is involved in, and publicises relevant conferences and

    exhibions. In addion, it provides a plaorm for digitalpreservaon praconers and developers to post blogs on

    the challenges they face, tool developments, and to invite

    feedback from the community.

    Digital preservaon experts from around the world have

    contributed blogs and have commented on a wide-range

    of topics such as bit rot, migraon and normalisaon,

    emulaon, format idencaon, format registry eco-

    systems, JPEG2000, and digital preservaon market

    research.

    OPF website

    Github

    Visulisaon of rst years

    development actvity

    OPF wiki

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    Conferences and Events

    Publicaons and Papers

    Highlights

    Oracle Preservaon and Archiving Special Interest Group

    (PASIG) Meeng Madrid, July 2010

    Presenng OPF: a pragmac community supporng praccal

    tools and pracces

    iPres Vienna, Spetember 2010

    Introducing OPF to the global digital preservaon community

    JISC Dev8D Developer DaysLondon, February 2011

    Outreach to the UK Higher Educaon developers community

    to address long term access challenges

    Oracle Preservaon and Archiving Special Interest Group

    (PASIG) Meeng London, April 2011

    An overview of digital preservaon over the last years and

    development of architectures

    AQuA Hackathon Leeds, April 2011

    Praconers and developers working together to solve

    praccal digital preservaon problems

    UDFR Stakeholder meengWashington, April 2011

    Requirements and technical involvement with a global format

    registry development

    EU meeng The Future of the Past Luxembourg, May 2011

    Meeng to establish priories for research in digital

    preservaon for the next Framework Programme (FP8)

    Oracle Preservaon and Archiving Special Interest Group

    (PASIG) Meeng California, May 2011

    Developing digital preservaon architectures and future roleof PASIG

    A New Registry for Digital Preservaon: Outline Proposal

    Bill Roberts, September 2010

    http://www.openplanetsfoundation.org/new-registry-

    digital-preservaon-outline-proposal

    Digital Preservaon and Long Term Access Funconality

    Cambridge Judge Business School, December 2010

    http://www.openplanetsfoundation.org/blogs/2010-12-

    16-market-research-cambridge-judge-business-school-

    part-2

    Aligning Naonal Approaches to Digital Preservaon

    Estonia, May 2011

    Internaonal collaboraon, discussions on standards,

    cercaon and accreditaon

    JHOVE2 WorkshopRome, May 2011

    Direct involvement with JHOVE2 characterisaon tool and itsfuture development and maintenance

    OPF HackathonAmsterdam, November 2010

    The OPF hosted a 3-day event for both praconers and

    developers to work together. The rst day provided an

    overview of the OPFs requirement and development process

    and the delegates worked together in groups to dene

    requirements for a selecon of OPF tools. Days 2 and 3 were

    spent dening the requirements into solid use cases and

    collaborang and hacking the tools.

    Delegates commented:

    Mixing developers with praconers gave me a very useful

    insight in to how tools should be developed.

    4OPF Hackathon at the Internaonal Instute of Social History,

    Amsterdam

    A New Registry for Digital Preservaon: Conceptual Overview

    Bill Roberts, January 2011

    http://openplanetsfoundation.org/sites/default/files/

    OPF_A_New_Registry_Conceptual_Overview_v1%201.pdf

    Planets Project: Preserving Delicate Digital Materials

    Mulmedia Informaon & Technology, Vol 37, Number 1

    Bram van der Werf and Clive Billenness, February 2011

    http://www.cilip.org.uk/get-involved/special-interest-

    groups/mulmedia/journal/pages/journalcurrenssue.aspx

    Introducing the Open Planets Foundaon

    ARC Magazine

    Bram van der Werf, June 2011

    hp://www.archives.org.uk/images/documents/arc/arc%20

    june%202011.pdf

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    Projects

    The SCAlable Preservaon Environments (SCAPE) project

    is co-funded by the European Commission under FP7 and

    led by the Austrian Instute of Technology. The OPF joins

    experts from memory insons, data centres, research

    labs, universies, and industrial rms in researching and

    developing scalable preservaon systems.

    SCAPE will develop infrastructure and tools for scalable

    preservaon acons; by providing a framework for

    automated, quality-assured preservaon workows and

    by integrang these components with a policy-based

    preservaon planning and watch system. These concrete

    project results will be validated within three large-scale

    Testbeds from diverse applicaon areas: Digital Repositories

    from the library community, Web Content from the web

    archiving community, and Research Data Sets from the

    scienc community. Each Testbed has been selected

    because it highlights unique challenges.

    SCAPE will develop scalable services for planning and

    execuon of instuonal preservaon strategies on an open

    source plaorm that orchestrates semi-automated workows

    for large-scale, heterogeneous collecons of complex digital

    objects.

    The OPF has three key roles in the SCAPE project:

    It leads the SCAPE training and sustainability acvies

    It provides technical integraon of Planets and

    SCAPE technology

    It contributes to outreach and disseminaon acvies

    working with its user community to enhance the impact

    of SCAPE.

    hp://www.scape-project.eu/

    Parcipang in projects helps the OPF to expand its

    knowledge in digital preservaon R&D and build a widernetwork to benets its members. The OPF will also play a

    role in inuencing future digital preservaon projects. The

    OPF is currently a consorum partner in SCAPE and AQuA.

    Automang Quality Assurance (AQuA) is a JISC-funded

    collaboraon between the University of Leeds, University of

    York, The Brish Library and the Open Planets Foundaon

    aiming to address quality issues in digised content by

    applying tools to automate the validaon process.

    AQuA bought together content holders and developers at

    two mashup events. The content holders presented their

    problemac digised content and arculated requirements

    for their validaon. The developers were paired with the

    content holders to further discuss the isses and apply tools

    to automate the detecon and idencaon of preservaon

    and quality issues in the collecon.

    During the three-day mashup events, content holders and

    developers documented their acvies in the OPF wiki:

    Collecons: an overview of the digised content and

    samples from the content holders

    Issues: a detailed account of actual or potenal

    preservaon issues in the collecon

    Soluons: specic soluons to the issues addressed

    with links to the code

    The OPFs role was to provide administrave support andtechnical resources through its members. It also helped to

    sustain the outputs from the events.

    Since the events, one prototype has been turned into a

    edgling JHOVE2 format module. Two other prototypes

    are being integrated into The Brish Librarys open source

    content proling and characterisaon toolset.

    AQuA aendees connue to contribute to the wiki even

    aer the events and the resources on the wiki have received

    interest from the wider digital preservaon community.

    hp://wiki.opf-labs.org/display/AQuA/Home

    5

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    Governance

    Board of Directors Technical and Architecture

    Advisory Board

    Adam Farquhar Chairman

    The Brish Library

    Bjarne Andersen Director

    The State and University Library, Denmark

    Neil Grindley Director

    Joint Informaon Systems Commiee (JISC)

    Hans Jansen Director

    The Naonal Library of The Netherlands

    Max Kaiser Director

    The Austrian Naonal Library

    Ross King Director

    with Special Responsibility for Financial Maers

    The Austrian Instute of Technology

    Jacqueline Slats Director

    The Naonal Archives of The Netherlands

    Asger Askov Blekinge

    The State and University Library, Denmark

    Andrew Jackson

    The Brish Library

    Andrew Lindley

    The Austrian Instute of Technology

    David Tarrant

    University of Southampton

    Carl Wilson

    The Brish Library

    The OPF is governed by its Board of Directors who are elected

    by its members at the Annual General Meeng. The Board

    comprises senior managers from its member organisaons

    who have responsibility for or a special interest in digital

    preservaon. The acve Board meets monthly to review

    progress against the business plan and provide strategic

    direcon.

    To support the Board of Directors, the OPF has established

    the Technical and Architecture Advisory Board. Its key

    objecves are to make praccal, technical decisions,

    providing direcon on new technologies to support. The

    Technical Board comprises senior developers and architects

    from member organisaons. They are involved in engaging

    the wider developer community and acvely parcipate

    in decision-making processes to support the development

    of producon quality soware. The hold monthly calls to

    monitor development progress and ensure the OPF soluons

    are deployable and applicable for use in libraries and archives.

    6

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    Technical Resources

    Year One Expenditure

    The OPF has agreements with its aliate members, the

    Vienna University of Technology and HATII at the University

    of Glasgow, to connue to host an R&D version of the Plato

    planning tool, and test copora, respecvely.

    In addion to its employees, the OPF has secured addional

    technical resources from partners, and its aliate member

    organisaons (as part of their in-kind contribuons) to

    support its members needs.

    7

    Sta

    Bram van der Werf

    Execuve Director

    Rebecca McGuinness

    Membership and Communicaons Manager

    David Tarrant

    Senior Developer

    Resources

    Sta salaries, naonal insurance and pensioncontribuons

    Technical resources: hire of digital preservaon

    specialists to support members needs

    Outreach acvies: member events, visits to

    current and potenal members, prole raising

    in the digital preservaon community, travel

    sponsorship for members

    Community building and communicaons:

    Development and maintenance of the OPF 2.0website, wiki and development collaboratory

    Professional services and nancial costs: payroll,

    management accounts, bank charges and foreign

    exchange fees

    Start up costs: recruitment costs, solicitors fees,

    insurance, oce equipment and sta training

    Total

    82, 181

    29,247

    19,306

    7,186

    6,315

    22,291

    116,526

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    Membership

    8

    Member Benets

    OPF Digital Preservaon Community

    By joining the OPF, members become a part of an internonal

    eort to develop digital preservaon best pracces, tools

    and technologies. Members benet from:

    Support for tools and services

    Peer-reviews of their organisaons systems and tooldevelopement

    Reports and surveys being carried out on their behalf

    into specic areas of digital preservaon

    Priority booking and free aendance at OPF events

    A free API licence key for applicable services (format

    services)

    Exclusive access to results and documentaon from OPF

    events

    Members are also in a privileged posion to:

    Inuence the OPF strategy

    Inuence OPF event topics

    Shape the tools and services roadmap by providingrequirements and use cases

    Test and validate prototype tools and provide feedback

    Join an acve community that fosters collaboraon

    between preservaon praconers and technical experts

    Parcipate in meaningful discussions with digital

    preservaon experts from around the world

    Our current members are naonal archives, libraries,

    higher educaon and research organisaons. They share a

    commitment to ensuring eecve long-term access to digital

    material.

    Charter members are organisaons with a mission and a

    responsibility to manage substanal digital content for the

    long term. These include major memory instuons (archives,

    libraries and museums) in the public or private sector.

    Most of these instutes have the need, the infrastructure

    and resources to deploy OPF pracces and tools. Charter

    members are eligible to nominate representaves from their

    organisaon to sit on the OPF Board.

    Aliate members are typically academic organisaons with

    a strong research and development focus who want to be

    part of the scienc network within OPF, developing digitalpreservaon technologies and tools. They include higher

    educaon instuons that want to work closely with the OPF

    experts and its praconer community to establish the digital

    preservaon higher educaon curriculum of the future.

    Partnerships

    The OPF work in partnership with technology and services

    providers and also with exisng digital preservaon

    organisaons and coalions.

    Charter Members

    Aliate Members

    Technology&

    ServiceP

    artners

    Partn

    er

    Initat

    ves

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    The Royal Library, Denmark

    The State and University Library, Denmark

    Stanford University Libraries & Academic Informaon

    Resources

    Membership

    HATII at the University of Glasgow

    University of Southampton

    Bodleian Libraries, University of Oxford

    Cambridge University Library

    Vienna University of Technology

    Kings College London

    (Centre for e-Research)

    University of Portsmouth

    Digital Curaon Centre

    Aliate Members

    9

    The Austrian Instute

    of Technology

    The Austrian Naonal Library

    Gopors

    The Naonal Library

    of The Netherlands

    JISC

    Microso Research

    The Naonal Archives of

    The Netherlands

    The Danish Naonal Archives

    The Naonal Library of Wales

    The Brish Library

    The Naonal Library of France

    Charter Members

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    OPF Timeline

    The OPF is founded

    with 10 charter

    members

    OPF-labs set up with

    JIRA suite

    OPF Github

    repository

    set up

    Large-scale refactoring

    of the Planets suite

    codebase begins

    OPF Hackathon,

    AmsterdamOPF website 2.0

    launched

    OPF Technical

    & Architecture

    Advisory Board formed

    OPF website launched

    Danish Naonal Archives

    join as a charter member

    Stanford University

    Libraries join as a charter

    member

    Naonal Library of Wales

    joins as a charter member

    JISC joins as a

    charter member

    JISC and OPF establish

    group aliate

    membership for UK HE

    instuons

    Naonal Library of France

    joins as a charter member

    SCAPE project begins

    AQuA project begins

    Vienna University of

    Technology joins as

    rst aliate member

    50th blog post

    on OPF website OPF AGM held in

    The Hague

    June

    2010

    July

    2010

    Nov

    2010

    Oct

    2010

    April

    2011

    March2011

    Feb

    2011

    June

    2011

    10

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    Tools and Services Roadmap

    2011

    Over the course of our rst year we have established a strong

    technical community. We are condent that this community,

    supported by our Technical and Architecture Advisory Board,

    is well posioned to produce and maintain tools and best

    pracces in the OPF open source collaboratory.

    Throughout the rst year it also became apparent that the

    requirement process will be our main focus for year two. We

    need to increase our capacity to connect theory from R&D

    prototypes with the reality of producon pracce.

    This requires acve involvement from praconers to

    understand the types of tools they need today. Validang

    prototypes and beta versions of tools and pracces will be

    developed by working closely with praconers. The OPF

    will help the, to scope their immediate needs, rather thenfocusing on more funconal and future requirements as the

    approach in R&D projects.

    In order to strengthen our praconers community, we

    will host quarterly member events similar to the AQuA

    project events. Members organisaons will be invited to

    bring examples of their collecons with which they are

    experiencing preservaon issues.

    During and aer these events, developers and technical

    experts will collaborate with hacking and deployment

    acvies.

    These events will be fully documented from inial

    requirements and use cases through to the hacking and

    coding, which we will make available in the OPF collaboratory.

    In order to meet dierent needs across our members, each

    event will have a topic and specic focus, such as databasearchiving, emulaon, bit-rot, preservaon planning, and

    tesng (corpora and testbed).

    2012 Preview

    11

    Planning: the OPF Preservaon

    Planning Tool, taking Planets PLATO

    into producon

    Quarter 2 Quarter 3Quarter 1 Quarter 4

    Pricing: making the LIFE3 cost

    modelling tool available through the

    OPF

    Fido: a lightweight command-line

    interface for idencaon, powered by

    PRONOM signatures

    Test corpora: shared sets of realisc

    test les, starng with the Planets

    Testbed corpora

    Collaboratory: the code repository,

    issue tracking, and code management

    tools

    Praconer wiki: sharing use-cases

    and soluons to workows and

    experiences

    Developer wiki: building a common

    understanding of our preservaon

    soware and systems

    Risk analysis tool (RAT): scans

    collecons for known preservaon

    issues and risks, reported via a trac-

    light rang system

    Results evaluaon framework

    (REF): sharing results from execungpreservaon processes on the Test

    Corpora

    Format registry eding tool: a Drupal-

    based web interface to the PRONOM

    data, allowing collaborave eding

    supportedprototype

    prototype prototype

    prototype prototype

    prototype

    development

    not available

    development development

    development

    in REF in REF

    beta

    beta

    beta

    beta

    beta

    prototype

    prototype

    prototype

    prototype

    prototype

    available available available available

    available available available

    available

    available

    available

    available

    available

    available

    available

    available

    available

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    Open Planets Foundaon

    The Brish Library

    Boston Spa

    Wetherby

    West YorkshireLS23 7BQ

    Telephone: +44 (0)1937 54 6822

    Email: [email protected]

    Web: www.openplanetsfoundaon.org