• Dimensions of Digital Archiving
• Obstacles to Digital Archiving
• OCLC’s Digital Archiving Experience
• OCLC Vision
• OCLC Strategy
• OCLC Content Management Programs
• OCLC/GPO Content Management Program
• Implementation Sequence and Schedule

"The explosive growth of information in digital form is stretching the ability of traditional archives to ensure its accessibility and usability to future users. In addition, technology evolution is causing hardware and software systems to become obsolete in a few years, resulting in inaccessible media formats and data structures."

From the Digital Archive Directions Workshop, College Park, MD, June 1998

• Security
• Access
• Economy
• Openness
• Library Needs
• Publisher Needs
• End-user Needs

• Business failure

• Standards and tools for descriptive, structural, and archival metadata
• Provisions for sustaining accessibility over time and through stages of migration
• Contract protection for access arrangements

• Digital archiving must be lower than existing costs
• Opening up of shelf space/reduction in capital expense
• Greatly reduced "circulation" costs
• Elimination of duplicate content costs (physical and electronic)
• Cost recovery options for content owners and service providers

• Facilitates broader access
• Open linking with other front-end services and archives—expands access opportunities/reach
• Ease of adaptation as better technologies appear

• Assurance of long term access
• Low and predictable costs
• Leverage existing investments
• Choices in access, archiving, and other content management facilities

• Provision for compliance with intellectual property rights
• Credible protection against unauthorized use
• Subscription/usage fee models which reduce publisher risks

• Ease of searching and browsing archival contents
• Content in context
• Integration with other information sources
• Immediate access to content from around the world

• Standards and tools for content capture and creation (including metadata)
• Rights, permissions, and access management
• Long term preservation and access
• Library trust
• Stewardship of the cultural, historical, and scientific record is a cornerstone of librarianship
• Few organizations trusted to assume this critical role for the library community.

• Diverse content structures require flexibility in workflow and metadata creation facilities
• Digital content lends itself to automation of otherwise labor-intensive processes
• Standards and best practices not yet well established

• OCLC CORC—Cooperative Online Resource Catalog.

- Web-based
- Support for MARC 21 and Dublin Core
- Flexible resource description options
- Descriptive and pathfinder metadata tools
- To be upgraded to adapt to digital content management application

• Cooperative digital publishing network

• Balancing desire to expand access with rights and needs of content owners
• Support for distributed, linked access environment, with a high level of object migration expected.

• Contracts to support more distant time horizon than the community is accustomed to

• Independent third party with track record of working as a liaison between publishing and library communities
• 30 years of experience managing complex access control scenarios
• PURL technology to manage object migration challenge
• New Naming Service to enhance inter-service linking

• Many unique concerns:

- Deterioration of physical media over time
- Technological obsolescence—data, document formats, display technologies
- Business failure

• Guarantee a process, not an outcome.
• Establish principles to provide maximum probability of perpetual access
• Consistent with DLF position and OAIS framework

- "Perfect solutions are the enemy of getting anything done" Clifford Lynch
- "Establish some archival repositories," with two requirements:

• Participants will adopt OAIS framework
• Agreement on minimum requirements for a digital archival repository

"When faced with the reality that no vendor can provide "guaranteed forever archiving," library decision-makers are pragmatic in their assessment about this issue (e.g., they need to realize a certain "comfort level" with a vendor and simply acclimate to this realization) and are highly supportive of, and receptive to, the guiding principles OCLC has outlined regarding this issue."

• OCLC will dedicate staff to monitor all aspects of related technology
• OCLC will escrow a percentage of service fees to fund future technology migration
• All materials archived by OCLC will be placed in safe and redundant storage facilities and routinely refreshed
• If necessary, OCLC will microfilm and store information and data deemed important by the membership or by the content owner
• OCLC will establish three advisory groups to monitor OCLC’s archiving program and provide direction (1 - Computing and Storage, 2 - Software and Data Formats, and 3 - Information Technology)
• OCLC will embrace the OAIS framework, work collaboratively with the DLF and other key payers, and continue to play an active role on all International Standards Groups that influence any aspect of archiving
• OCLC will guarantee to provide to the content provider, subscriber and/or copyright owner on a usable transport and in an appropriate format all content if OCLC is unable to continue maintaining the archive

• Fill the vacuum. Continue OCLC’s traditional role of applying technology to address library needs to the digital archiving problem
• 68% of libraries surveyed believe OCLC will do the "best job" fulfilling this role

• WorldCat Backup
• RLG Collaboration
• JSTOR Safety Storage
• netLibrary Escrow Services
• ECO Archive
• Electronic Archive Pilot
• FDLP/ERIC Digital Library Pilot Project

• Partnership between GPO, NLE, and OCLC
• Two-year file of ERIC Research Reports
• Each report is approximately 133 pages of TIFF images
• Memorandum of Understanding signed
• OCLC acknowledged as GPO/FDLP partner
• Great potential for Depository Libraries

Help libraries and other institutions fulfill and expand their role as stewards and providers of local information, and become premier, highly sought-after destinations on the global Web.

Digital Content Management Strategies

• Make digital publishing of locally controlled content easy and cost effective for all interested libraries and other like-minded institutions
• Become a major node on a global network of trusted electronic archives
• Employ a partnership-intensive program to achieve scale and tap into needed talent and other resources
• Actively promote OCLC’s interest and commitment in this area

• Content Preparation

- Discovery
- Selection
- Cataloging
- Workflow Management

• Content Preparation
• Content Management

- Ingest Function
- Archival Storage
- Data Migration & Refreshing
- Administration

• PURL Maintenance

- Backup/Redirection Functionality
- Validation
- Migration Tracking "

• Access

- GPO Access
- WorldCat/FirstSearch
- Library OPAC