Saturday, 13 November 2010

A systems view of digital preservation

The longer I've been around, the more concerned I become about long-term data loss -- in the archival sense. What are the chances that the digital record of our current period will still be accessible in 300 years' time? The honest answer is that we don't know. And my guess is that it definitely won't be available unless we take pretty rigorous steps to ensure it. Otherwise it's posterity be damned.

It's a big mistake to think about this as a technical problem -- to regard it as a matter of bit-rot, digital media and formats. If anything, the technical aspects are the trivial aspects of the problem. The really hard questions are institutional: how can we ensure that there are organisations in place in 300 years that will be capable of taking responsibility for keeping the archive intact, safe and accessible?

Aaron Schwartz has written a really thoughtful blog post about this in which he addresses both the technical and institutional aspects. About the latter, he has this to say:

Recall that we have at least three sites in three political jurisdictions. Each site should be operated by an independent organization in that political jurisdiction. Each board should be governed by respected community members with an interest in preservation. Each board should have at least five seats and move quickly to fill any vacancies. An engineer would supervise the systems, an executive director would supervise the engineer, the board would supervise the executive director, and the public would supervise the board.

There are some basic fixed costs for operating such a system. One should calculate the high-end estimate for such costs along with high-end estimates of their growth rate and low-end estimates of the riskless interest rate and set up an endowment in that amount. The endowment would be distributed evenly to each board who would invest it in riskless securities (probably in banks whose deposits are ensured by their political systems).

Whenever someone wants to add something to the collection, you use the same procedure to figure out what to charge them, calculating the high-end cost of maintaining that much more data, and add that fee to the endowments (split evenly as before).

What would the rough cost of such a system be? Perhaps the board and other basic administrative functions would cost $100,000 a year, and the same for an executive director and an engineer. That would be $300,000 a year. Assuming a riskless real interest rate of 1%, a perpetuity for that amount would cost $30 million. Thus the cost for three such institutions would be around $100 million. Expensive, but not unmanageable. (For comparison, the Internet Archive has an annual budget of $10-15M, so this whole project could be funded until the end of time for about what 6-10 years of the Archive costs.)

Storage costs are trickier because the cost of storage and so on falls so rapidly, but a very conservative estimate would be around $2000 a gigabyte. Again, expensive but not unmanageable. For the price of a laptop, you could have a gigabyte of data preserved for perpetuity.

These are both very high-end estimates. I imagine that were someone to try operating such a system it would quickly become apparent that it could be done for much less. Indeed, I suspect a Mad Archivist could set up such a system using only hobbyist levels of money. You can recruit board members in your free time, setting up the paperwork would be a little annoying but not too expensive, and to get started you’d just need three servers. (I’ll volunteer to write the Python code.) You could then build up the endowment through the interest money left over after your lower-than-expected annual costs. (If annual interest payments ever got truly excessive, the money could go to reducing the accession costs for new material.)

Any Mad Archivists around?


Worth reading in full.

LATER: Dan Gillmor has been attending a symposium at the Library of Congress about preserving user-generated content, and has written a thoughtful piece on Salon.com about it.

The reason for libraries and archives like the Library of Congress is simple: We need a record of who we are and what we've said in the public sphere. We build on what we've learned; without understanding the past we can't help but screw up our future.

It was easier for these archiving institutions when media consisted of a relatively small number of publications and, more recently, broadcasts. They've always had to make choices, but the volume of digital material is now so enormous, and expanding at a staggering rate, that it won't be feasible, if it ever really was, for institutions like this to find, much less, collect all the relevant data.

Meanwhile, those of us creating our own media are wondering what will happen to it. We already know we can't fully rely on technology companies to preserve our data when we create it on their sites. Just keeping backups of what we create can be difficult enough. Ensuring that it'll remain in the public sphere -- assuming we want it to remain there -- is practically impossible.


Dan links to another thoughtful piece, this time by Dave Winer. Like Aaron Schwartz, Dave is concerned not just with the technological aspects of the problem, but also with the institutional side. Here are his bullet-points:

1. I want my content to be just like most of the rest of the content on the net. That way any tools create to preserve other people's stuff will apply to mine.

2. We need long-lived organizations to take part in a system we create to allow people to future-safe their content. Examples include major universities, the US government, insurance companies. The last place we should turn is the tech industry, where entities are decidedly not long-lived. This is probably not a domain for entrepreneurship.

3. If you can afford to pay to future-safe your content, you should. An endowment is the result, which generates annuities, that keeps the archive running.

4. Rather than converting content, it would be better if it was initially created in future-safe form. That way the professor's archive would already be preserved, from the moment he or she presses Save.

5. The format must be factored for simplicity. Our descendents are going to have to understand it. Let's not embarass ourselves, or cause them to give up.

6. The format should probably be static HTML.

7. ??

Sunday, 7 November 2010

Put not your faith in cloud services: they may go away

From John Dvorak:
I have complained about the fly-by-night nature of these companies for years, but my concern now seems misplaced. I was concerned about operations that you depend on for deep cloud services. This means complex programs running on the cloud with no real alternative. Over time, I've tended to see these companies as more stable than the "Use our free service. You won't regret it!" model.

I was taken to task by numerous vendors who kept telling me that I was full of crap, because cloud services are professionally managed, and nobody could do the job—whatever the job was—better than a room of pros. With the cloud, the pros would also keep the data safe.

Yeah, until they were all laid off, and the service shut down!

Now here's the problem I am experiencing second-hand. The audio podcast I do with Adam Curry, the No Agenda Show (Google it), has been using Drop.io to store podcast album cover images for convenience. They will all be destroyed, as well as the accumulation of links, tips, curiosities, and other valuable information, in the next few weeks.

Looking back on the idea of using this service, I didn't fully consider the ramifications of its discontinuance despite my skepticism about cloud services in general. You know, this was just a lot of weird stuff thrown into a bin. But once it was discontinued, it was apparent what you are left with: dead links.

Wednesday, 27 October 2010

Tales of the Unexpected: an alternative history of the computing industry

Bill Thompson and I will be doing a joint gig tomorrow at the Science Museum in London.  All welcome.

The big bad package

Another opinion piece on how technology has changed libraries, this time focusing on the shift to licensed content and its perceived effect on services:

"Libraries are early and enthusiastic adopters of digital innovations. But these innovations bring the values of the marketplace with them. Through innocuous incremental stages, academic libraries have reached a point where they are now guided largely by the mores of commerce, not academe.

Commercialization has impinged on two core facets of university libraries—their collections and their user services. The ownership and provision of research materials, especially academic journals, has been increasingly outsourced to for-profit companies. Library patrons, moreover, are increasingly regarded simply as consumers, transforming user services into customer service. Both developments have distanced libraries from their academic missions."


This fairly damning article comes from Daniel Goldstein, a subject Librarian at UCD writing in the Chronicle of Higher Education. He writes at length about how big package ejournal licensing has eroded the value of traditional library services, removing the specialist librarian as a vital part of academic life and simplifying the services libraries offer:

"By outsourcing ownership to mega-vendors, libraries have introduced the commercial interests of the journal providers into what had been an internal academic transaction between a library and its patrons. Purveyors of e-journals provide access to their titles on sites that are designed to bolster brand recognition and encourage repeat visits. This practice is good for business but not for scholarship. It is common to hear library patrons say that they found information on "Informaworld" (the platform of publisher Taylor and Francis) or "ScienceDirect" (Elsevier's platform) and not to know the name of the journal in which the article was published. Students especially have become purveyor-dependent, when they should be familiarizing themselves with the best literature, in the best journals, regardless of who sells it."
My first thought on this is, does it matter, as long as they get the content they need? But it does. The journal in which an article is published should indicate the authority of the piece based upon the journals' editorial credibility. To some extent, journal vendors are possibly unwittingly eroding the value of peer review. He also warns against the same problem occurring with ebooks:
"It is time, now, to articulate a plan for e-books that better serves the needs of the academic community. University libraries should opt out of the e-book market until it conforms itself to the values, needs, and wallets of academe."
Pretty radical stuff. Its worth taking the time to digest and read. I've often felt that ejournal vendors have forced us to arrange the digital library by publisher, rather than by subject or author. Goldstein also warns against the 'good enough' data that Librarians increasingly fall back on when dealing with digital material. This is also a strong argument, although one I don't always buy. After all, access to full text will surpass even the most well constructed metadata. That said, getting accurate metadata to run a library link resolver remains a real challenge.

There is an interesting response in Library Journal, focusing on open access as an alternative and the problems faced in both getting material available and readers aware of its existence.

Its strikes me that open access for pre-prints, at least in its current institution-centric form does not have all the answers. As Goldstein notes, scholarly publishing is still a legitimate commercial concern, and peer review is a costly process, I can't personally see how open access publishing on an institutional basis could solve the big package problem. Institutional repositories themselves certainly have other vital roles to play, notably that of digital preservation.

A new business model for licensed content may help, moving away from the big deal packages. A colleague who deals far more with this kind of thing recently suggested an interesting alternative to me, which I have since given some thought to:

Social academic platforms such as Menderley are transforming the way academics share citations, and also full text articles, (be it possibly illegally in some cases). Why not simply plug article purchasing from vendors directly into there, but marry that up with shared institutional funds? Academics could purchase articles directly from Menderley, Pubget, Scopus, Web of Knowledge or a library discovery service such as Summon using pools of institutional funds, some or all of which was previously spend on packages.

Once an article has been purchased using shared funds, the full text is then made available to everyone from their institution, either via the vendors' website and/or stored locally on an institutional licensed content server, similar to the LOCKSS and Portico initiatives.

Placing article level selection in the hands of the user is a great idea, allowing collections to grow and diversify according to the academic needs of an institution. The negative issues around big deal purchasing and vendor-exclusive deals could be partly sidestepped. Certain core titles for all disciplines could still be automatically purchased for all by the institution (Nature), and any titles already purchased in perpetuity (such as an archives package) could be added.

We could see two or three purchasing models in operation, rather than just one.

In this 'shared itunes for papers' model, what role is there for the librarian, now selection has been devolved? The above scenario would still need administering financially, with access management and article availability issues to be taken care of, as well as any local storage of content. Its not really so different to the current work of our library's' ejournals team, all that's changed is the selection model.

Monday, 25 October 2010

Libraries without librarians?

The Wall Street Journal has produced a somewhat bleak article focusing on the news that to cut operational costs, U.S. public library services are turning to automated mechanisms, sometimes over staff.

Faced with layoffs and budget cuts, or simply looking for ways to expand their reach, libraries around the country are replacing traditional, full-service institutions with devices and approaches that may be redefining what it means to have a library.

Later this year Mesa, Ariz., plans to open a new "express" library in a strip-mall, open three days a week, with outdoor kiosks to dispense books and DVDs at all hours of the day. Palm Harbor, Fla., meanwhile, has offset the impact of reduced hours by installing glass-front vending machines that dispense DVDs and popular books.

The wave of innovation is aided by companies that have created new machines designed to help libraries save on labor. For instance, Evanced Solutions, an Indianapolis company that makes library software, this month is starting test trials of a new vending machine it plans to start selling early next year.

"It's real, and the book lockers are great," said Audra Caplan, president of the Public Library Association. "Many of us are having to reduce hours as government budgets get cut, and this enables people to get to us after hours."


Whilst it will be a while before a walking robot can successfully guide a reader around the labyrinthine complexities of South Front 3 within the UL, it is interesting to note that this is seen by some as a negative or retrograde step.

"The basis of the vending machine is to reduce the library to a public-book locker," Mr. Lund said in an interview. "Our real mission is public education and public education can't be done from a vending machine. It takes educators, it takes people, it takes interaction."


I don't personally read it that way. Many libraries in Cambridge and the world over already use self-circulation machines to cut costs and make life easier for the reader.

The article seems to be placing a negative cutback-centric spin on a larger growing trend for automating basic library services.

Academic libraries have been doing this kind of thing for years. A self-issue terminal that works with RFI tags in books is arguably a much nicer experience than a 10 minute queue ending in a grumpy Librarian. Ditto with being able to get requested books from an external locker any time you like.

Freeing up staff time for more productive action or interaction (of the reader-educational type perhaps?) other than scanning a barcode and stamping a book is never a bad thing.

From my perspective as an evening Duty Officer within the UL, it would be really nice to be able to have some way to cater for those readers who insist on turning up five minutes before closing with a really complex query. These lockers would not work, so where is the robot that could possibly help here?

Sunday, 24 October 2010

Data mash-ups and the future of mapping

Interesting JISC report published last month.  The Summary says (in part):

"This TechWatch report describes the context for the changes that are taking place and explains why the education community needs to understand the issues around how to open up data, how to create mash-ups that do not compromise accuracy and quality and how to deal with issues such as privacy and working with commercial and non-profit third parties. It also shows how data mash-ups in education and research are part of an emerging, richer information environment with greater integration of mobile applications, sensor platforms,e-science, mixed reality, and semantic, machine-computable data and speculates on how this is likely to develop in the future."

Full report (in optimised pdf format) from here.

Saturday, 23 October 2010

Arcadia Lecturer honoured by Electronic Freedom Foundation

James Boyle, who was the first Arcadia Lecturer, has been given a Pioneer Award by the EFF.  The awards were established in 1992 to "recognize leaders on the electronic frontier who are extending freedom and innovation in the realm of information technology".  The award will be presented at a ceremony in San Francisco on November 8 hosted by Cory Doctorow, who you may remember, gave an Arcadia Seminar in 2009.