Digital preservation policies
A digital preservation policy gives structure
and general direction for specific actions.
Resources covering specific policies and general principles and guidance in writing this type of policy are included.
Articles
| Books
| Events
| Organisations and Websites
| Online tutorial
| Policies, Strategies & Guidelines
| Projects and Case Studies
| Bibliographies
| Glossaries
| Journals & Newsletters
| Discussion Lists
| Surveys
| Tools
| Evaluations
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Cornell University Library Digital Preservation Policy Framework
Cornell University Library
(Date Created: Dec 2004)
(United States of America)
- This policy document covers the mandate, objectives, roles and responsibilities, activities and priorities of the Cornell University Library's preservation program.
- http://commondepository.library.cornell.edu/cul-dp-framework.pdf
- Developing a Profile for a National Long-term Preservation Policy
Severiens, Thomas
(Date Created: Apr 2006)
(Germany)
- This is a 6 page English summary of a document originally published in German (140 p.), "Zur Entwicklung eines Beschreibungsprofils Langzeit-Archivierungs-Strategie fur eine nationale (National long-term Preservation Policy) - ein Beitrag aus der Sicht der Wissenschaften" in December 2005. It is part of a series of 7 digital preservation papers commissioned by nestor. The document mainly discusses the scope of a national long-term preservation policy.
- http://www.langzeitarchivierung.de/downloads/mat/07_summary.pdf
- nestor studies; 7
- Digital Archive policies and Trusted Digital Repositories
Moore, Reagan W.; Smith, MacKenzie
(Date Created: Jun 2007)
(United States of America)
- This paper describes the PLEDGE project being conducted by the MIT Libraries, the San Diego Supercomputer Center, and the University of California San Diego Libraries. This project aims to determine the set of policies that affect operational digital preservation archives and to develop standardised rules which would potentially allow for automated “trustworthiness” assessment.
- http://www.ijdc.net/ijdc/article/view/27/30
- International Journal of Digital Curation Vol 2, no 1, 2007
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Digital Library SunSITE Collection and Preservation Policy
University of California, Berkeley
In: Berkeley Digital Library SunSITE
(Date Created: 6 Jul 1996)
(United States of America)
- This paper is a discussion of the collecting levels of the Digital Library SunSITE and its preservation policy. The policy includes a description of four levels of collecting (and preserving) digital materials: archiving, serving, mirroring and linking.
- http://sunsite.berkeley.edu/Admin/oldcollection.html
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Digital Preservation for Museums : Recommendations
Au Yeung, Tim
(Date Created: Oct 2004)
(Canada)
- This paper extends a section of a previous publication, Digital Preservation Best Practice for Museums. The document contains two main sections, action recommendations and broader recommendations. It also contains a checklist to help in the creation of digital preservation policies for museums.
- http://www.chin.gc.ca/English/Digital_Content/Preservation_Recommendat
ions/index.html
- Also available in PDF format via http://www.chin.gc.ca/English/Digital_Content/Preservation_Recommendations/pdf.html
- Digital Preservation Policy: A subject of no importance?
Beagrie, Neil; Rettberg, Najla; Williams, Peter
(Date Created: 29 Sep 2008)
(United Kingdom)
- This paper presented at iPRES 2008 (British Library Conference Centre, 29-30 Sept. 2008) presents ongoing work in a JISC funded study aimed at producing an outline model of digital preservation policies in the UK Higher Education sector and the role digital preservation can play in supporting strategies in learning, teaching and research.
- http://www.bl.uk/ipres2008/presentations_day1/01_Beagrie.pdf
- Heritage Map Digitisation : an Adventure in Applying Aspects of Digital Preservation Policy
Firth, Shirley; McGrath, Peter
(Date Created: Feb 2006)
(Australia)
- This paper describes the heritage map digitisation project at the State Library of Victoria (SLV) called the Melbourne and Metropolitan Board Maps Digitising Project. The project is used as a practical example of how the SLV's digital preservation policy was applied including image capture standards, image metadata and future proofing principles. The article also discusses challenges and outcomes of the project.
- http://www.valaconf.org.au/vala2006/papers2006/36_McGrath_Final.pdf
- KB e-Depot Digital Archiving Policy
Oltmans, Erik; van Wijngaarden, Hilde
(Date Created: 2006)
(Netherlands)
- This paper discusses the Koninklijke Bibliotheek's policy and ambitions for digital archiving of electronic publications. It provides an overview of the KB's e-depot repository and the requirement and potential for collaboration.
- http://www.emeraldinsight.com/10.1108/07378830610715464
- Also available in PDF and from Library Hi Tech ISSN 0737-8831 ; Volume: 24 Issue: 4; 2006 pp. 604-613
- NEDCC Survey and Colloquium Explore Digitization and Digital Preservation Policies and Practices
Clareson, Tom
In: RLG DigiNews
(Date Created: Feb 2006)
(United States of America)
- This is a report on a USA national survey conducted by the NEDCC (Northeast Document Conservation Center) to assess the digital preservation readiness of cultural heritage institutions. The survey was the first step in a project that ultimately aims to develop a digital preservation needs assessment methodology. Conclusions from the survey observe that most respondents are creating and collecting digital
materials, yet less than a third have policies in place that specifically address digital materials.
- http://worldcat.org/arcviewer/1/OCC/2007/08/08/0000070511/viewer/file1
629.html#article1
- Report on the Range of Policies Required for and Related to Digital Curation
Jones, Sarah
(Date Created: 30 Mar 2009)
(United Kingdom)
- This report (34 p.) aims to: 1. provide an overview of curation requirements as set out by UK research funders; 2. examine the current curation policy landscape to identify gaps in provision; and, 3. recommend policy developments to ensure appropriate curation of research outputs. It includes a brief overview of background research; a consideration of the requirements for digital curation and comparison of the policies of the major UK research funding bodies; the main types of curation policies and aspects to consider when creating policies.
- http://dcc.ac.uk/docs/reports/DCC_Curation_Policies_Report.pdf
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Towards Collection Management Guidance
Ellis Weinberger
(Date Created: 1 Jun 2000)
(United Kingdom)
- This paper contains guidelines for the modification of collection management policies to help ensure preservation of digital objects. This paper has been incorporated into the CEDARS Guide to Digital Collection Management.
- http://www.leeds.ac.uk/cedars/documents/CIW02r.htm
Top
- Digital Preservation in the Regions : Sample Survey of Digital Preservation Preparedness and Needs of Organisations at Local and Regional Levels : An Assessment Carried out from December 2004 to March 2005
Simpson, Duncan
(Date Created: Jun 2005)
(United Kingdom)
- This report, published by the Museums, Libraries and Archives Council (MLA) and Digital Preservation Coalition (DPC), is the result of a survey of non-national museums, libraries and archives in two English regions to gauge their awareness and preparedness in handling the long-term preservation of digital material. The report indicates that awareness raising on the whole issue of digital preservation is needed, and presents 14 action points that institutions and the MLA / DPC can take to promote better practice.
- ISBN: 190374380X
- http://www.mla.gov.uk/what/publications/~/media/Files/pdf/2005/digital
_preservation_in_regions.ashx
- Available for download in pdf and msword formats.
Top
- DCC and DPC Joint Workshop: Policies for Digital Curation and Preservation
03 - 04 Jul 2006
, Wolfson College, University of Oxford
Digital Curation Centre
(United Kingdom)
- The forum is aimed at practitioners who want to develop their own policies, and discover more about particular areas of the digital curation and preservation life-cycle. Overview and presentations available from the website.
- http://www.dcc.ac.uk/events/policy-2006/
- DCC and DPC Joint Workshop: Policies for Long-Term Curation and Preservation.
03 - 04 Jul 2006
, Wofson College, University of Oxford
Digital Curation Centre
(United Kingdom)
- This two-day workshoporganised jointly by the Digital Curation Centre, Digital Preservation Coalition and Oxford Internet Institute, explored the range of policies required to manage, preserve, and reuse the information held within digital repositories over time. Presentations available from the website.
- http://www.dcc.ac.uk/events/policy-2006/
- DPC Briefing Day : Policies for Digital Repositories : Models and Approaches
05 Jul 2006
, British Library, London
(United Kingdom)
- "This event will be useful to people who are in the process of planning digital repositories and who want to find out more about available tools and the benefits of each model." Report and presentations available from the website.
- http://www.dpconline.org/graphics/events/06briefdigrep.html
-
ERPANET Training Seminar: Policies for Digital Preservation
29 - 30 Jan 2003
, Fontainebleau, Paris
(France)
- Includes a seminar report.
- http://www.erpanet.org/events/2003/paris/ERPAtraining-Paris_Report.pdf
Top
- Concepts for Developing Digital Preservation Policies
Canadian Heritage Information Network
(Date Created: Feb 2006)
- Although this free online tutorial concentrates on developing digital preservation policies for museums, it is applicable to other institutions as well. The course consists of 3 modules, 5 quizzes, 3 self-assessments, checklists, printable tools and discussion forums. The course duration is approximately 2 hours. The course defines what a policy and procedure is, discusses the processes in developing a digital preservation policy, and identifies what a digital preservation policy should cover.
- http://www.chin.gc.ca/ATutor/index.php
Top
Policies, Strategies & Guidelines
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- Collections Preservation Policy
AHDS (Arts and Humanities Data Service)
(Date Created: 04 Aug 2004)
(United Kingdom)
- This policy outlines the AHDS (Arts and Humanities Data Service) approach to digital preservation, what is does and does not preserve, OAIS conformance, types of preservation undertaken and levels of service.
- http://www.ahds.ac.uk/documents/colls-policy-preservation-v1.pdf
- Columbia University Libraries Policy for Preservation of Digital Resources
Columbia University Libraries
(Last Updated: 2006)
(United States of America)
- Official statement of CUL policy for the preservation of digital resources, including its commitment to digital lifecycle management.
- http://www.columbia.edu/cu/lweb/services/preservation/dlpolicy.html
-

Corporate Policy on Electronic Records
Public Record Office
(Date Created: Sep 2000)
(United Kingdom)
- This is the Public Record Office's official policy for the management of electronic records. As well as detailing standards for handling and access to digital materials, the policy includes a section which examines the preservation of electronic documents in the long-term.
- http://www.nationalarchives.gov.uk/documents/rm_corp_pol.pdf
- Digital Collection Development Policy
Library and Archives Canada
(Date Created: Feb 2006)
(Canada)
- The Digital Collection Development Policy establishes policy direction and sets out a framework for collection development activities related to all digital materials in the LAC collection. The Policy consists of a high level policy framework, definitions, basic policy statements, roles and responsibilities, provisions for monitoring and reviewing, and a section for specific selection guidelines. The current version of the Policy document includes selection guidelines for web sites (section 4.1); networked publications (section 4.2) Further work related to the selection guidelines for government and private records is presently being undertaken.
- http://www.collectionscanada.ca/collection/003-200-e.html
-

Digital Preservation for Museums : Recommendations
Au Yeung, Tim
(Date Created: Oct 2004)
(Canada)
- This paper extends a section of a previous publication, Digital Preservation Best Practice for Museums. The document contains two main sections, action recommendations and broader recommendations. It also contains a checklist to help in the creation of digital preservation policies for museums.
- http://www.chin.gc.ca/English/Digital_Content/Preservation_Recommendat
ions/index.html
- Also available in PDF format via http://www.chin.gc.ca/English/Digital_Content/Preservation_Recommendations/pdf.html
- Digital Preservation Policies Study
Beagrie, Neil; Semple, Najla; Williams, Peter; Wright, Richard
(Date Created: 30 Sep 2008)
(United Kingdom)
- This JISC funded study prepared by Charles Beagrie Limited provides an outline model for digital preservation policies and analyses the role that digital preservation can play in supporting and delivering key strategies for Higher and Further Education Institutions in the UK. Published in two parts consisting of the report (60p.) and Appendices 1-6, the study aims to encourage the understanding and development of digital preservation policies.
- http://www.jisc.ac.uk/Home/publications/publications/jiscpolicyfinalre
port.aspx
- Full report and appendices available for download in PDF.
- Digital Preservation Policy
State Library of Victoria
(Regularly Updated)
(Australia)
- This is the digital preservation policy of the State Library of Victoria.
- http://www.slv.vic.gov.au/about/information/policies/digitalpreservati
on.html
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Digital Preservation Policy for the National Library of Australia
National Library of Australia
(Last Updated: Sep 2008)
(Australia)
- This policy indicates the National Library of Australia's (NLA) directions in preserving its digital collections and in working with other agencies. It outlines the nature of the Library's digital collections and the challenges associated with keeping them accessible; its broad directions for the digital collections; strategies for managing digital collections; and its areas of focus in research, standards development and both national and international collaboration.
- http://www.nla.gov.au/policy/digpres.html
- 3rd edition; earlier version safekept in PANDORA at http://nla.gov.au/nla.arc-36099
-
Digital Preservation Policy Tool
ERPANET
(Date Created: Sep 2003)
- This document provides guidance on what should be covered in a digital preservation policy. It outlines the purpose of such a policy as well as the importance of stating responsibilites, monitoring and reviewing and coverage. Also included is a bibliography which provides links to practical examples of digital preservation policies.
- http://www.erpanet.org/guidance/docs/ERPANETPolicyTool.pdf
-
ERPANET Bibliography on Digital Preservation Policies
ERPANET (Electronic Resource Preservation and Access Network)
(Date Created: 20 Jan 2003)
- A small but authoritative bibliography which contains links to the digital preservation policies of selected Universities, National Libraries, National Archives and other institutions. There are also links to guides to developing digital preservation policies.
- http://www.erpanet.org/assessments/ERPANETbibliography_Policies.pdf
- National Museum of Australia Digital Preservation and Digitisation Policy
National Museum of Australia
(Date Created: 20 Aug 2009)
(Australia)
- This policy sets out the National Museum of Australia's policy for preservation of digital materials considered to have long-term value and physical items that are considered to contain information that should be digitally preserved. The policy was released publicly in August 2009 and is due for review in January 2012.
- http://www.nma.gov.au/shared/libraries/attachments/corporate_documents
/policies/digital_preservation_and_digitisation_policy/files/29686/POL -C-028_Digital_preservation_1.0.pdf
- POL-C-028 Ver. 1.0
- OCLC Digital Archive Preservation Policy and Supporting Documentation
OCLC
(Last Updated: 08 Aug 2006)
(United States of America)
- This set of documentation provides an outline of OCLC’s approach to digital archive preservation. As the policy is a component of OCLC’s digital preservation program, it is dynamic in nature with regular updates. The policy aims to define operational activities involved in digital preservation such as service levels and preservation activities, data format risk assessment, and also includes a preservation action plan. A major component of the policy is the supporting documentation. These include papers on data integrity, digital archive risk assessment and accepted formats and access environments.
- http://www.oclc.org/support/documentation/digitalarchive/preservationp
olicy.pdf
- UK Data Archive Preservation Policy Ver. 3.1
Woollard, Matthew
(Date Created: 24 Jun 2009)
(United Kingdom)
- This document outlines the principles underpinning the UK Data Archives activities. The Archive is the primary repository for social science research data in the UK. The document outlines the purpose & objectives, the legal & regulatory framework, roles & responsibilities, the model & its functions, preservation planning & strategy, IT Architecture, Security, Cooperation and funding.
- http://www.data-archive.ac.uk/news/publications/preservationpolicy.pdf
-

Website Archiving Policy : National Library of Australia
National Library of Australia
(Date Created: 23 Jan 2004)
(Australia)
- This document describes the strategies used to ensure that the content accessible through the National Library of Australia's websites is archived in accordance with government policy and guidelines. The strategies cover content made accessible through the Library's public website, intranet, websites hosted by the Library and websites mirrored by the Library. The document also includes the web record archiving workflow.
- http://www.nla.gov.au/policy/webarchive/archstrat.html
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Projects and Case Studies
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- KB e-Depot Digital Archiving Policy
Oltmans, Erik; van Wijngaarden, Hilde
(Date Created: 2006)
(Netherlands)
- This paper discusses the Koninklijke Bibliotheek's policy and ambitions for digital archiving of electronic publications. It provides an overview of the KB's e-depot repository and the requirement and potential for collaboration.
- http://www.emeraldinsight.com/10.1108/07378830610715464
- Also available in PDF and from Library Hi Tech ISSN 0737-8831 ; Volume: 24 Issue: 4; 2006 pp. 604-613
Top
-
ERPANET Bibliography on Digital Preservation Policies
ERPANET (Electronic Resource Preservation and Access Network)
(Date Created: 20 Jan 2003)
- A small but authoritative bibliography which contains links to the digital preservation policies of selected Universities, National Libraries, National Archives and other institutions. There are also links to guides to developing digital preservation policies.
- http://www.erpanet.org/assessments/ERPANETbibliography_Policies.pdf
Top
- Digital Preservation in the Regions : Sample Survey of Digital Preservation Preparedness and Needs of Organisations at Local and Regional Levels : An Assessment Carried out from December 2004 to March 2005
Simpson, Duncan
(Date Created: Jun 2005)
(United Kingdom)
- This report, published by the Museums, Libraries and Archives Council (MLA) and Digital Preservation Coalition (DPC), is the result of a survey of non-national museums, libraries and archives in two English regions to gauge their awareness and preparedness in handling the long-term preservation of digital material. The report indicates that awareness raising on the whole issue of digital preservation is needed, and presents 14 action points that institutions and the MLA / DPC can take to promote better practice.
- ISBN: 190374380X
- http://www.mla.gov.uk/what/publications/~/media/Files/pdf/2005/digital
_preservation_in_regions.ashx
- Available for download in pdf and msword formats.
- NEDCC Survey and Colloquium Explore Digitization and Digital Preservation Policies and Practices
Clareson, Tom
In: RLG DigiNews
(Date Created: Feb 2006)
(United States of America)
- This is a report on a USA national survey conducted by the NEDCC (Northeast Document Conservation Center) to assess the digital preservation readiness of cultural heritage institutions. The survey was the first step in a project that ultimately aims to develop a digital preservation needs assessment methodology. Conclusions from the survey observe that most respondents are creating and collecting digital
materials, yet less than a third have policies in place that specifically address digital materials.
- http://worldcat.org/arcviewer/1/OCC/2007/08/08/0000070511/viewer/file1
629.html#article1
Top
-
Digital Preservation Policy Tool
ERPANET
(Date Created: Sep 2003)
- This document provides guidance on what should be covered in a digital preservation policy. It outlines the purpose of such a policy as well as the importance of stating responsibilites, monitoring and reviewing and coverage. Also included is a bibliography which provides links to practical examples of digital preservation policies.
- http://www.erpanet.org/guidance/docs/ERPANETPolicyTool.pdf
Top
Related Topics: Risk management
Broader Topic:
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