opf annual report 2010-2011
TRANSCRIPT
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Contents
Chairmans Statement.........................
About...................................................
Highlights.............................................
Projects................................................
Governance.........................................
Resources............................................
Membership........................................
OPF Timeline........................................
2012 Preview.......................................
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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
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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.
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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
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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.
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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.
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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
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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
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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
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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
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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