Levels of Preservation Working Group

Take me to the Levels of Digital Preservation Working Group Listserv! If you are already a member of this Working Group, you can always access the listserv (including its archives) at that link. To join this Working Group, please contact Bradley Daigle at bradley [at] virginia [dot] edu.

The Levels Reboot

Project Plan

From the members of the Levels Reboot Team.

Project overview and description

Overview

The NDSA launched its Levels of Preservation (LoP) guidelines in 2013 as a tiered set of recommendations on how organizations should begin to build or enhance their digital preservation activities. They function as the key tool to help practitioners of all levels deploy a sustainable digital preservation strategy. Since that time practitioners across the globe have been working with the guidelines and some have been extending and adapting them.

The original intent of the LoP was to create tiered set of recommendations for either preservation practitioners who were just starting out or for those looking to deepen their preservation strategy. Not meant as a comprehensive preservation strategy but rather a lightweight tool to encourage organizations to think through preservation issues. The LoP are organized into five functional areas that are at the heart of digital preservation systems: storage and geographic location, file fixity and data integrity, information security, metadata, and file formats. By design, they do not cover policy or staffing considerations. They are considered to be a technical implementation of a variety of preservation decisions and are utilized by many organizations across the country and even internationally.

With the current rapid changes in technology, a document that functions as the technical implementation of a preservation strategy, needs updating after 5 years. In addition, after 5 years of active use, users have expressed the need to add features and considerations.

Description

This project will engage key stakeholders and other communities to:

  • Create an updated version of the Levels document;
  • Create other materials to support an updated Levels document, such as case studies and teaching materials; and,
  • Articulate an ongoing strategy by which the Levels can be adapted and updated on a regular basis.

Dates and deliverables

The following section outlines initial deliverables with the proviso that as Working Groups are established and start their work, dates and deliverables will need to be added to reflect their specific work plans, which may also affect the timing and strategies for finalizing and sharing results.

Dates

Deliverables

Responsibility

Status

Preliminaries

 

March-April 2018

Form subgroup of NDSA Coordinating Committee to oversee initial activities (Levels Reboot Team)

NDSA Coordinating Committee

Done

April 2018

Put out call for participation (CFP) to the global digital preservation community

Levels Reboot Team

Done

April 2018

Create communications listserv based on CFP respondents

Levels Reboot Team

Done

April-June 2018

Complete project plan, get feedback, finalize

Levels Reboot Team

Done

Establish Working Groups

 

June 2018

Send follow-up survey asking for active members and reviewers for Working Groups

Levels Reboot Team

Done

June 2018

Establish Working Groups in the following areas: Access, Teaching/Outreach/Advocacy, Implementation, Assessment, and Documentation (subject to change as survey results come in), with each WG to be led by co-chairs, one of which should be--where possible--a member of the Levels Reboot Team

Levels Reboot Team

Done

June-July 2018

Create a work plan template for (optional) use by Working Groups in establishing their priorities and deliverables

Levels Reboot Team

 

June-July 2018

Hold initial Working Group meetings to discuss work plan (including deliverables and dates, communications strategies, reporting out mechanism, etc.)

Working Group leads

In Process (August)

Summer-
early Fall 2018

Finalize Working Group work plans

Working Group leads

 

Summer-
early Fall 2018

Approve Working Group work plans

Levels Reboot Team

 

Working Group deliverables

 

Winter-
Spring 2018-19

[Insert deliverables from Working Group work plans here] - These dates will be refined once the groups are formed

Working Group leads, with oversight from Levels Reboot Team

 

Share activities and final results (provisional timeline)

 

September- October 2018

Hold iPres and DigiPres workshops (to provide project updates and gather feedback)

Levels Reboot Team

 

March 2019

Working Groups complete final reports and/or other deliverables

Working Group leads

 

April 2019

Reconcile Working Group reports and/or deliverables

Levels Reboot Team

 

April-May 2019

Draft shared for community comment

Levels Reboot Team

 

Spring 2019

Coordinate conference schedule proposals for 2019 conference season

Working Group leads and Levels Reboot Team

 

Late Spring 2019

Articulate publications strategy and share results

Levels Reboot Team

 

Project managers and key stakeholders

The members of the Levels Reboot Team, a subgroup of the NDSA Coordinating Committee, share project management responsibilities, and shall be responsible to NDSA members through the NDSA Coordinating Committee.

All project details and the activities will be overseen by the Levels Reboot Team.

The NDSA initially launched its Levels of Digital Preservation guidelines in 2013. The Levels’ authors wrote about the philosophy behind the publication here. Since that time practitioners across the globe have been working with the guidelines and some have been extending and adapting them. Response to and adoption of the Levels has far exceeded NDSA’s expectations.

This new Working Group’s primary task will be to provide the methodology by which the important NDSA Levels of Preservation document can be adapted more readily—taking in the broadest possible feedback in the process. We will not limit the group to NDSA members, though we will strongly encourage everyone interested in this project to consider joining the National Digital Stewardship Alliance. The preliminary charge for this group will be to:

  • Identify those actively engaged in adapting the Levels
  • Cast a wide net for those willing to engage in updating the current version
  • Create a methodology by which disparate approaches can be fully vetted and harmonized into a Version 2.0 of the Levels
  • Devise an ongoing strategy by which the Levels can be adapted on a regular basis.

A call for interest and participation was sent out in April 2018 and the community’s response has been tremendous. Practitioners from all over the globe have responded that they are either using the NDSA’s Levels guidelines or would like to assist in the creation of Version 2.0. We hope to harness the excellent work that is already underway and create a series of international groups to help refine and test the new proposed changes.

Principle audiences

Key stakeholders

  • NDSA Coordinating Committee
  • Digital Library Federation (DLF) and subgroups (e.g. Born-Digital Access Group)
  • Council on Library and Information Resources (CLIR)
  • NDSA Interest Groups (Infrastructure, Content, Standards and Practices)
  • NDSA Working Groups (especially National Agenda, Fixity, and Conference Planning)
  • Other NDSA-led groups (e.g. Preservation Storage Group, Cloud Studies Subgroup)

Communities whose input or support is needed

  • NDSA member organizations
  • Digital preservation service providers
  • Allied national and international organizations
  • The global digital preservation practitioners’ community

Community consultation and communications

Consultation and communication with NDSA members and the broader digital preservation community is especially critical in the early stages of this project.

The Levels Reboot Team will report to NDSA Coordinating Committee on a regular basis and provide project updates via regularly scheduled Zoom meetings. The Levels Reboot Team will also ensure that Working Groups convene on a regular basis and report out on progress. All documentation related to these meetings, as well as related documents, will be made accessible for review and approval as appropriate. The Levels Reboot Team will also provide written updates and other documentation to the NDSA Coordinating Committee ahead of all Annual General Meetings, in a timely manner as directed by the NDSA Coordinating Committee Chair, and will also make themselves available for presentations and discussions as required.

Communication strategies for principal audiences

Key stakeholders

Audience

Description

Frequency

Method(s)

Comments

NDSA Coordinating Committee

Verbal communication of project progress and deliverable status

Monthly

Report delivered via regularly scheduled conference calls

Levels Reboot project update is a running agenda item on the monthly NDSA Coordinating Committee

DLF

Verbal communication of project progress and deliverable status

Monthly

Report delivered via regularly scheduled conference calls

DLF Executive Director is an ex officio member of the NDSA Coordinating Committee and will receive updates at monthly teleconferences. Members of the Levels Reboot Team will be available to update DLF interest/working group leadership as needed.

CLIR

Communication of project progress and benefits

As needed

Reports delivered as needed, to be determined by the DLF Executive Director

DLF Executive Director reports to the president of CLIR and the CLIR Board of Directors and will provide updates with the support of members of the Levels Reboot Team as needed

NDSA Interest Groups, Working Groups, and other groups

Verbal communication of project progress and deliverable status

Monthly + as needed

Report delivered via regularly scheduled conference calls

Most groups meet monthly, and have members from the Levels Reboot Team that can provide occasional updates as events dictate

Communities whose input or support needed

Audience

Description

Frequency

Method(s)

Comments

NDSA member organizations

Communication of project progress and benefits

Annually + as needed

Report delivered at AGM and via updates at annual DigiPres Conference

Members of the Levels Reboot Team, and representatives from Working Groups as required, will actively engage with member organizations as needed

Digital preservation service providers

Communication of project progress and benefits

As needed

Updates delivered at digital preservation focused conferences and events and through the NDSA website and social media channels

Members of the Levels Reboot Team, and representatives from Working Groups as required, will actively engage with service providers as needed

Allied national and international organizations

Communication of project progress and benefits

As needed

Updates delivered at digital preservation focused conferences and events and through the NDSA website and social media channels

Members of the Levels Reboot Team, and representatives from Working Groups as required, will actively engage with allied organizations as needed

The global digital preservation practitioners community

Communication of project progress and benefits

As needed

Updates delivered at digital preservation focused conferences and events and through the NDSA website and social media channels

 

Communication vehicles

The project will adhere to principles of transparency and clarity. The following communication vehicles will be used to insure that stakeholders and other audiences are able to easily stay informed on project progress.

Vehicle

Description

Frequency

Activity

Notes

Website

The site will serve as the primary public face of the project for all stakeholders and audiences, as well as the general public

Content will be kept up-to-date as required


The Levels Reboot Team will liaise with NDSA/DLF staff to keep website up-to-date

 

Google Drive

All appropriate project documentation (meeting agendas and minutes, project plans, etc.) will be made accessible

Content will be kept up-to-date as required

Documents will be added and made publically accessible as appropriate by Levels Reboot Team and Working Group representatives

 

NDSA OSF site

Publications (posters, papers, presentations, etc.) will be made accessible

Content will be kept up-to-date as required

Documents will be added and made publically accessible as appropriate by Levels Reboot Team and Working Group representatives

 

Blog

The purpose of the blog will be to raise and maintain awareness of the project.

Posts as required

The Levels Reboot Team will liaise with NDSA/DLF staff to post project news as appropriate

 

Listservs and other group communication channels

A new listserv will be established to communicate within the Levels Reboot Team and Working Groups


Blog posts and other news will be shared via listserv, and cross-posted to several other key listservs

As required

The Levels Reboot Team, and Working Group representatives as required, to post project news as appropriate

Cross-posts to PASIG, Digital Preservation Coalition, SERI CoSA, Born Digital Access Group, SAA ERS, Humanist (digital humanities), Digital Curation, DigLib, Code4Lib, PADG, Digipres, AMIA, IASA, ARSC, and others as they emerge

Twitter

The Levels Reboot Team will use the existing NDSA Twitter account and establish the #LevelsofPreservation hashtag

As required

The Levels Reboot Team will liaise with NDSA/DLF staff to post project news as appropriate


Working Group members will retweet to their personal and organizational accounts as appropriate

@NDSA2 (2000 followers), with retweets by @CLIRDLF where appropriate (6000 followers)

Presentations, publications, and workshops

Members of the Levels Reboot Team, and Working Group representatives as required, will explore opportunities to present, publish, and workshop materials related to the project

As required

Levels Reboot Team, and Working Group representatives as required, to prepare publications and presentations as appropriate

iPres, PASIG, SAA, and DigiPres conferences are of particular interest

Additional note:

The Levels Reboot Team will monitor a broad range of communication vehicles from other organizations and professionals, as well as professional and scholarly publications, reports, and presentations as required.

Get Involved

Please contact Bradley Daigle at bradley [at] virginia [dot] edu if you are interested in participating

Levels Reboot Team

  • Karen Cariani, The David O. Ives Executive Director of the WGBH Media Library and Archives
  • Aaron Collie, FRASER Digital Library Manager, Federal Reserve Bank of St. Louis
  • Bradley Daigle, Partnerships and Content Lead, Academic Preservation Trust (APTrust)
  • Corey Davis, Digital Preservation Coordinator, Council of Prairie and Pacific University Libraries (COPPUL)
  • Amy Kirchoff, Archive Service Product Manager, ITHAKA
  • Carol Kussmann, Digital Preservation Analyst for the University of Minnesota Libraries
  • Mary Molinaro, Executive Director, Digital Preservation Network (DPN)
  • Bethany Nowviskie, Executive Director, Digital Library Federation (DLF - ex officio)
  • Sibyl Schaefer, Chronopolis Program Manager and Digital Preservation Analyst for the University of California, San Diego
  • Nathan Tallman, Digital Preservation Librarian, Penn State University Libraries
  • Helen Tibbo, Alumni Distinguished Professor, School of Information and Library Science, University of North Carolina
  • Lauren Work, Digital Preservation Librarian, University of Virginia Libraries

For information about the NDSA Coordinating Committee and Interest Group Co-chairs, please visit the Leadership page.