Digital Preservation Storage Workshop: Exploring Preservation
Storage Criteria and Distributed Digital Preservation
A. Goethals

N. McGovern

J. Mandelbaum

Harvard Library
90 Mt. Auburn St.
Cambridge, MA 01970 USA
andrea_goethals@harvard.edu

MIT Libraries
77 Massachusetts Ave (14E-210)
Cambridge, MA 02139 USA
nancymcg@mit.edu

Library of Congress
101 Independence Ave
Washington, DC 20540 USA
jman@loc.gov

S. Schaefer

G. Truman

E. Zierau

University of California, San Diego
9500 Gilman Drive
La Jolla, CA 92093 USA
sschaefer@ucsd.edu

Truman Technologies
4096 Piedmont Avenue, Suite 217Oakland, CA 94611 USA
gail@trumantechnologies.com

The Royal Danish LibraryP.O. Box 2149
Denmark
elzi@kb.dk

ABSTRACT
Preservation storage is an essential component of a sustainabledigital preservation program. This workshop uses recent
community developments to explore good practice for preservation
storage as well as implementation use cases.
Preservation Storage “provides the services and functions for thestorage, maintenance and retrieval of [Archival Information
Packages, or] AIPs. Archival Storage functions include receiving
AIPs from Ingest and adding them to permanent storage, managing
the storage hierarchy, refreshing the media on which Archive
holdings are stored, performing routine and special error checking,providing disaster recovery capabilities, and providing AIPs toAccess to fulfill orders” (see OAIS, 4-2, [2]). For this workshop,
the term “Preservation Storage” is used, instead of Archival Storage
or Digital Preservation Storage, but is understood to mean storage
for digital material under preservation management.
This workshop references two documents that have been informedby community discussions and derive from digital preservation
standards and two previous workshops: “Preservation Storage
Criteria” initially presented at “What is Preservation Storage?”
workshop at iPRES 2016 [5] and “Outer OAIS - Inner OAIS (OOIO) Model” the focus of the Distributed Digital Preservation
Workshop presented as part of the Digital Preservation
Management Workshop series prior to iPRES 2015 [4].

KEYWORDS
Preservation Storage, Archival Storage, OAIS Reference Model,
Digital Preservation

distributed digital preservation approaches. Good practice forpreservation storage must respond to the evolving capabilities andcapacity of emerging technologies. Digital preservation managers
must continually identify, evaluate, and incorporate available
options to provide preservation storage that is suited to therequirements, scale, content, and cost models of individualprograms. This workshop will demonstrate the use of the proposedstorage criteria as a framework for making decisions and the use
cases of the distributed digital preservation model for considering
possible approaches to implement preservation storage.

2

Prior to the workshop, attendees will receive current versions of thepreservation storage criteria and the OO-IO Model documents
along with brief supporting materials as background for thediscussion and exercises. During the workshop, presenters will
introduce the two main topics, storage criteria and distributed
digital preservation, then facilitate interactive discussions andbreakout groups explore and apply core preservation storage
concepts. After the workshop, presenters will incorporate relevant
workshop outcomes into revised versions of the documents
discussed as a continuation the digital preservation community’sdiscussion of preservation storage standards-based practice.
Exercises and discussions will explore the categories of thepreservation storage criteria (Content integrity, Costconsiderations, Flexibility and resilience, Information security,
Scalability and performance, Storage location, and Transparency)
and distributed digital preservation use cases.

31INTRODUCTION

Storage is a fundamental component any organizational program
designed to preserve digital content. Digital preservation programsmust make use of a combination of storage systems or services thatleverage the requirements, opportunities, and challenges of

WORKSHOP STRUCTURE

WORKSHOP OBJECTIVES

Attendees of the workshop will develop a deeper understanding ofpreservation storage, be exposed to current options and challenges,
consider the role standards play in achieving good practice, andapply the concepts to realistic use cases. Instructors will include:Andrea Goethals leads the development and operation of
Harvard's digital preservation program and the management andoversight of the Digital Repository Service (DRS), Harvard's largescale digital preservation repository.
Nancy McGovern is the Director for Digital Preservation at MITLibraries. She leads the Digital Preservation Management (DPM)
workshop series, offered fifty times since 2003. She has held senior
positions at ICPSR; Cornell University Library; and the U.S.
National Archives. She is the President of the Society of American
Archivists, 2016-2017. She completed her PhD on digitalpreservation at UCL in 2009.
Jane Mandelbaum currently works on IT strategic planning andIT architecture development in the Office of the Chief Information
Officer, Library of Congress. She leads and guides enterprise-wide
projects and architecture initiatives focusing on digital content
management and digital content delivery. She previously served as
implementation and operations manager for the Library’s largest
business system (the Library’s Integrated Library System), led theteam to establish and operate the Library’s first LAN environment,
and served as the automation officer for the National LibraryService for the Blind and Physically Handicapped. She has also
worked as a project manager and business analyst in a management
consulting firm.
Sibyl Schaefer is the Chronopolis Program Manager and Digital
Preservation Analyst for Research Data Curation at the Universityof California, San Diego. In addition to working with national
digital preservation efforts like the Digital Preservation Networkand the National Digital Stewardship Alliance, she helps define
long-term digital preservation solutions for the UCSD campus.
Schaefer holds an MLIS with a specialization in Archival Studies
from the University of California, Los Angeles.
Gail Truman is the lead for Truman Technologies, providingconsulting and development services relating to digital archives.
Truman Technologies help clients assess and deploy digitalpreservation systems, from web archives and digital repositories tolarge-scale on-premise and cloud-based digital storage, on-line
archive and business continuity infrastructures.
Eld Zierau is a digital preservation specialist at the Royal Danish
Library, responsible for research, design and implementation ofvarious aspects of digital preservation. She has been heavily
involved in preservation storage implementation there as a chiefarchitect, auditor of implementation, and creator of the initial OuterOAIS-Inner OAIS model, enhancing it through international
collaboration. She completed her PhD in 2011 on digitalpreservation with a specific focus on preservation storage.

ACKNOWLEDGMENTS
This digital preservation storage criteria document referred to inthis workshop proposal was informed by discussions at the 2016
Designing Storage Architectures for Digital Collections
Conference [1] and at the PASIG 2016 conference [3]. In addition
to the authors listed, Steve Knight of the National Library of New
Zealand and Kate Zwaard of the Library of Congress contributed
to the development of this workshop.

REFERENCES[1] Library of Congress, 2016. Designing Storage Architectures conference,
Washington DC, U.S.
http://www.digitalpreservation.gov/meetings/storage16.html.
[2] International Organization for Standardization (ISO), 2012. ISO 14721:2012,
Open archival information system (OAIS) -- Reference model. Geneva,
Switzerland. https://www.iso.org/standard/57284.html[3] The Preservation and Archiving Special Interest Group (PASIG), 2016. Fall2016 meeting, New York City, US. http://www.pasignyc.org/[4] Eld Zierau and Nancy Y. McGovern, 2014. Supporting the Analysis and Auditof Collaborative OAIS’s Using an Outer OAIS-Inner OAIS (OO-IO) Model.
iPRES Conference Proceedings, Melbourne, Australia.
[5] Andrea Geothals et al. "What is Preservation storage?", 2016. iPRES
Conference Proceedings, Bern, Switzerland.