Home | News & Events | Events | 2016 Events | 2016 NISO Virtual Conference | December 7: Making Certain Digital Content is Preserved: Archiving Digital Resources

NISO-NFAIS Joint Virtual Conference

Making Certain Digital Content is Preserved: Archiving Digital Resources

Wednesday, December 7, 2016
11:00 - 5:00 p.m. (Eastern Time)

System Requirements:

  • NISO has developed a quick tutorial, How to Participate in a NISO Web Event. Please view the recording, which is an overview of the web conferencing system and will help to answer the most commonly asked questions regarding participating in an online Webex event.
  • You will need a computer for the presentation and Q&A.
  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet isn't always 100% reliable.
  • Please check your system in advance to make sure it meets the Cisco WebEx requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins. 

About the Virtual Conference

Publishers, aggregators, government agencies, research institutes and libraries understand the value in and require archiving mechanisms in order to retain access to scholarly records in a constantly changing information landscape. Over the last several years, best practices have been developed and many initiatives have been launched to rise to the challenge in preserving these works but perhaps without a clear vision for how or who will support long-term maintenance to ensure this critical information is not lost or degraded. This webinar will address the past, present and future state of digital preservation including an overview, institutional policies, metadata and formats, accessibility, types of archives and repositories, back-up systems and issues of security.

Preliminary Agenda

11:00 a.m. – 11:10 a.m. – Introduction
Jill O'Neill, Educational Programs Manager, NISO and Marcie Granahan, Executive Director, NFAIS

11:10 – 11:45am    Why Preservation of Scholarly Content Matters
Confirmed Speaker: Craig Van Dyck, Executive Director, The CLOCKSS Archive

After a general introduction to the subject of Preservation, and to CLOCKSS, the presentation will touch on these aspects:
- How Preservation matters to end users, libraries, publishers, funders, and research institutes
- How CLOCKSS works
- Current challenges
- What is needed, to ensure Preservation of scholarly content (“the minutes of science”)

Craig Van Dyck is Executive Director of the CLOCKSS Archive, since November 2015. Prior to CLOCKSS, Craig worked 38 years with scholarly publishers, most recently for 18 years at Wiley, and previously for 10 years at Springer. His portfolio included industry-wide collaborations on electronic publishing infrastructure, such as preservation, persistence, and interoperability. Craig served as chairman of the Association of American Publishers Enabling Technologies Committee from 1995-1998, and was instrumental in the development of the Digital Object Identifier (DOI) system and of CrossRef. He has served on the Boards of Directors of the International DOI Foundation, CLOCKSS, ORCID, CrossRef, and the Society for Scholarly Publishing.


11:45am – 12:15pm Enabling the Preservation Relay: Interoperable Repository Architectures
Confirmed Speakers:
Jonathan Wheeler, Data Curation Librarian, University of New Mexico and Karl Benedict, Associate Professor and Director of Research Data Services, University of New Mexico College of University Libraries and Learning Sciences

The variety of business and service models among digital repositories put data at risk when production repositories lack a mandate or capability for long term preservation. Repository architects can mitigate these risks through development of systems which support the identification and migration of digital assets at scale. In this session, we describe the preservation-enabling features of the Geographic Storage and Retrieval Engine (GSToRE) and provide an overview of requirements and workflows for cross-platform data transfer.

Jon Wheeler is a Data Curation Librarian within the University of New Mexico’s College of University Libraries and Learning Sciences. As a member of the libraries’ Research Data Services program, he has a principal focus on the development of research data ingest, packaging, and archiving workflows, which facilitate preservation and compliance with funder requirements.

Karl Benedict, PhD, is an Associate Professor and Director of Research Data Services in the College of University Libraries and Learning Sciences at the University of New Mexico. Dr. Benedict has worked since 1986 in parallel tracks of geospatial information technology, data management and analysis, and archaeology. Previously he was the Director of the Earth Data Analysis Center (EDAC) and Research Assistant Professor in the Department of Geography and in CUL&LS at UNM and worked for the US Forest Service, National Park Service, and in the private sector conducting archaeological research, developing geospatial databases, performing geospatial and statistical analyses, and developing web-based information delivery applications. His work within the library focuses on managing the Research Data Services program to support UNM’s researchers’ abilities to manage their data during the research process and maximize the discovery, access, and use of their data products long after the end of their projects.

12:15pm - 12:45pm Harvard Library’s Digital Preservation Repository, the Digital Repository Service
Confirmed Speaker:
Andrea Goethals, Manager of Digital Preservation and Repository Services, Harvard University


This presentation will start with an overview of this 16-year old repository, including key policies and strategies, what it contains and the technology and people behind it. Some of the current work will be highlighted, as well as challenges and future work.

Andrea Goethals leads the development and operation of Harvard's digital preservation program and the management and oversight of the Digital Repository Service (DRS), Harvard's large-scale digital preservation repository. Her focus is on the practitioner issues of digital preservation, including planning for and building sustainable programs; increasing staff capabilities; documenting policies, strategies and operations; and conducting large-scale repository operations such as content and metadata migrations. She directed the National Digital Stewardship Residency (NDSR) Boston program, and participates in the IIPC Preservation Working Group and the NDSA Standards and Practices Working Group.

12:45pm - 1:45pm  Lunch

1:45 – 2:15pm Portico: Lessons from a Community Supported Archive
Confirmed Speakers:
Kate Wittenberg, Managing Director, Portico; Amy Kirchhoff, Archive Service Product Manager, Portico; and Stephanie Orphan, Director, Publisher Relations, Portico

In this presentation, Kate Wittenberg, Amy Kirchhoff, and Stephanie Orphan will provide an overview of Portico, including what types of content we preserve, what technical infrastructure is required, and why preservation is important for scholarly communication. We will also discuss partnerships we have developed that leverage work we have done, and what challenges and opportunities lie ahead.

Kate Wittenberg, Managing Director, Portico: Kate brings a deep understanding of issues at the intersection of digital technologies, academic libraries, and scholarly publishing. Prior to joining Portico, Kate was Project Manager in Ithaka S+R, and before that she directed the Electronic Publishing Initiative at Columbia, a collaboration between Columbia’s university press and libraries that produced born-digital scholarly publications.

Amy J. Kirchhoff has been the Archive Service Product Manager for Portico since 2006. She is responsible for creation and execution of archival policy and oversees operation and development of the Portico website. Amy has published articles on Portico’s preservation methodology and policies in several publications including, most recently, Learned Publishing and The Serials Librarian.

Stephanie Orphan is responsible for maintaining and expanding publisher participation in the Portico preservation service to ensure ongoing growth and sustainability of the Portico archive. She joined Portico as publisher content coordinator in 2007 and brings a strong understanding of publishing platforms, metadata, and packaging formats to her role as Director of Publisher Relations, as well as significant relationship management experience.

2:15pm – 2:45pm Information Digitization in the Humanities: The Cultural Assessment Interest Group
Confirmed Speaker:
Hannah Scates Kettler, Digitial Humanities Research & Instruction Librarian, University of Iowa

The Cultural Assessment Interest Group is a new Digital Library Federation Assessment Interest Group initiative that sprang from many conversations held during last year’s DLF Forum following Safiya Noble’s keynote about power structures in information technology entitled “Power, Privilege, and the Imperative to Act”, and continued to gain steam with the keynote during 2016’s DLF Forum by Stacie Williams “All Labor is Local”. Growing within the digital library community was a sense of unease as evidenced by the themes of such talks. Perhaps we have not been quite as aware we’d hoped when it came to information creation and digitization.
This year a group of GLAM (Galleries, Libraries, Archives and Museums) specialists came together to begin evaluating how well librarians are representing and delivering the shared cultural heritage in digital collections. The Cultural Assessment Interesting Group takes a critical look at the processes that create digital collections from material selection to metadata creation in order to highlight areas of potential perpetuation of societal power structures and correction of biased representation in digital collections.

This discussion will highlight the necessity of this work, the progress of this group to date and their intended outcomes over the next year.

Hannah Scates Kettler is a Digital Humanities Research & Instruction Librarian in the Digital Scholarship & Publishing Studio apart of the University of Iowa Libraries. In her role, she ushers digital humanities projects from inception to preservation, managing the process of creation as well as providing research and development support as needed. She is active in concerns regarding 3D creation and preservation, and diverse representations in cultural heritage collections.

Hannah is the founding member and current chair of the DLF Cultural Assessment Interest Group.

2:45pm – 3:15pm Digital Library of the Middle East
Confirmed Speakers:  
Peter Herdrich, CEO, Cultural Capital Group, LLC and Co-Founder, Antiquities Coalition and Elizabeth Waraksa, Program Director for Research and Strategic Initiatives, ARL.

Imagine an online resource that not only offers robust, professionally curated metadata and images for the collective cultural heritage of the Middle East, but also tracks ownership status for scholars and governmental entities alike, and allows for experiencing artifacts and cultural heritage sites in new media formats like holograms and immersive 3D. Thanks to a planning grant from the Andrew W. Mellon Foundation, the Antiquities Coalition and the Council on Library and Information Resources (CLIR) are simultaneously exploring the feasibility and technical prototyping of just such a resource – which we are calling the Digital Library of the Middle East (DLME) – while building support and gathering input for this crucial endeavor among our many anticipated allies and partners around the world.

The goals of the DLME are ambitious, but we believe that together, it can be a reality. A digitally based, internationally shared inventory of cultural artifacts from library and museum collections that includes detailed descriptions and images, and confirms objects’ ownership and legal status, would not only encourage greater understanding of the region’s cultural legacy and respect for the importance of the cultural commonwealth, but also help safeguard a fundamentally important expression of our humanity. This presentation will outline the principals’ work to date, as well as several next steps for the DLME.

Peter Herdrich is the Chief Executive Officer of the Cultural Capital Group, LLC. Expertise is derived from Peter’s practice as a leader in worldwide media, cultural affairs, and educational institutions, harnessing communications and business and their unparalleled capacity to create positive outcomes for corporate, notfor-profit, education and government clients. His most recent project is as co-Principal Investigator on a Mellon Foundation-funded study grant on the creation of the Digital Library of the Middle East. For eight years, he served at the Archaeological Institute of America (AIA), the world’s largest archaeological organization and the learned society for the academic discipline, first as a Board member and then as Chief Executive Officer. He was also Publisher of the AIA’s bimonthly periodical, Archaeology, the leading magazine in the field.

Combining his experience across the editorial and management sides of media and his leadership in cultural heritage initiatives around the world, he is the Cofounder of The Antiquities Coalition, a leading international NGO, where the mission is to stop the looting and illicit trade in cultural heritage property and fight against the organized criminals who destroy our shared history.

As Program Director for Research and Strategic Initiatives, Elizabeth A. Waraksa works closely with the Association’s Coordinating Committee to foster the development of project activities brought forward by member directors, staff, or partners in response to the Association’s System of Action.

Prior to joining ARL in October 2015, Elizabeth held numerous positions in academic libraries and universities on the West Coast, including Librarian for Middle Eastern Studies at UCLA and Lecturer in Near Eastern Languages and Cultures and the Study of Religion at UCLA. She has also conducted research and managed projects as an independent consultant for a variety of initiatives, including the Association of Research Libraries’ Strategic Thinking and Design process and the CLIR Postdoctoral Fellowship Program. As a CLIR postdoctoral fellow at the UCLA Library from 2007 to 2009, Elizabeth worked on subject-specific projects, including the UCLA Encyclopedia of Egyptology. She holds a doctorate in Near Eastern Studies with a specialization in Egyptian art and archaeology from the Johns Hopkins University and has taught extensively in this field. She has also participated in archaeological excavations in Egypt, Italy, and Israel, and published on a range of topics, from Egyptian female figurines to the benefits of collaboration.

3:15pm - 3:30pm Break

3:30pm – 4:00 Digital Archiving/Preservation Policy
Confirmed Speakers
: Christine Madsen, Chief Innovation Officer, and Megan Hurst, Chief Experience Officer, Athenaeum21

As publishers, libraries and museums increasingly create, collect, and depend upon digital data and collections, preservation policies and strategies are more important than ever. Digital preservation policies should be designed in such a way that they will actually be used and referred to and they should align with overall digital strategy. This presentation will present a simple framework for getting started (or re-started) on digital preservation in your organization.

Dr Christine Madsen is co-founder and principal of Athenaeum21 Consulting (http://www.athenaeum21.com), where she works with libraries and museums around the world on digital strategy and innovation. She is expert in building large-scale systems that use technology to connect researchers, teachers, and students with library and learning resources. Her background is in digitization and digital scholarship, understanding both how to digitize and why we should. Previously, she has worked as Head of Digital Programmes at the Bodleian Libraries, as well as leading the Open Collections Program (OCP) at Harvard.

Megan Hurst is co-founder and principal of Athenaeum21 Consulting, where she helps clients align their digital strategies with their organizational goals and resources, and with the needs and behaviors of 21st century end-users. Megan has experience producing, delivering, and archiving information in all digital formats, including text, audio, image, and video. Previously, she served as Director of Product Management at EBSCO Information Services, as well as developing Harvard University Libraries’ first digital assessment initiative.

4:00pm – 4:30pm Smithsonian Institution Archives: Durable Access to Digital Primary Sources
Confirmed Speaker:
 Ricc Ferrante, Information Technology Archivist & Director of Digital Services, Smithsonian Institution Archives

Documenting over 170 years of the Institution established for the “increase and diffusion of knowledge,” the Archives collects primary source materials from the Smithsonian’s museums, research centers, curators, scientists and administrative offices. With decades-old born holdings and an increasing body of digitized collections, the Archives uses digital preservation and curation methodologies to provide durable digital access to scholars, researchers and the public around the world. This presentation will illustrate how these methodologies are implemented along with examples of how some researchers have used the collections as a result.

Ricc Ferrante directs the Digital Services group at the Smithsonian Institution Archives. He oversees the curation of over 40 TB of born digital holdings and 1.5 million files of digitized collections. The variety of formats reflected the varied nature of the Smithsonian’s cultural heritage, scholarly and scientific research activities.

* * * * * * * * *

4:30 p.m. - 5:00 p.m. Roundtable Discussion 
Moderated by: Jill O'Neill, Educational Programs Manager, NISO


SAVE! Register for multiple events.

If paying by credit card, register online.

If paying by check, please use this PDF form.

Registration closes on Tuesday, December 6, 2016 at 4:00 p.m. Eastern.

Registration Costs

  • NISO LSA & Voting Members; NFAIS Members 
    • $185.00 (US and Canada)
    • $225.00 (International)
  • Non-Member
    • $245.00 (US and Canada)
    • $285.00 (International)
  • Student
    • $80.00

Additional Information

  • Cancellations made by Wednesday, November 30, 2016 will receive a refund, less a $35 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the virtual conference via e-mail the Friday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.
  • If you have not received your Login Instruction e-mail by 10 a.m. (ET) on the Tuesday before the virtual conference, please contact the NISO office at nisohq@niso.org for immediate assistance.
  • Registration is per site (access for one computer) and includes access to the online recorded archive of the conference. You may have as many people as you like from the registrant's organization view the conference from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.
  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact nisohq@niso.org to provide alternate contact information.
  • Conference presentation slides and Q&A will be posted to this event webpage following the live conference.
  • Registrants will receive an e-mail message containing access information to the archived conference recording within 48 hours after the event. This recording access is only to be used by the registrant's organization.