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I think these are all great points.  I am a little concerned that we are
spending a lot of time narrowing our scope.  I like Trevor's suggestion of
the 5 key points as guidelines.  I'd like to see us start to generate a
list of people to talk to and start scheduling those discussions.  I think
issues will become more clearly defined as we have those discussions.

Karen

On 2/6/12 1:22 PM, "Owens, Trevor" <[log in to unmask]> wrote:

>Thanks Andrea and Mark.
>
>Great points. I see the value of working toward a broader decision tree
>that is not open source specific. At the same time I could see that
>getting us away from the initial interest in Open Source too. I also see
>some default value to scoping these kinds of things as tightly as we can
>to make them more manageable.
>
>Does it help the situation if we think of what we would produce as
>something other than a decision tree? What if instead it was something
>like "5 key issues when considering open source software as part of
>preservation and access infrastructure." In that case, we would still
>focus in on the issues related to open source, but wouldn't necessarily
>need to branch out into broader comparative issues.
>
>I would be interested to get more input from the group on this. What do
>we think would be the most useful here? Further, what do we think is
>tightly scoped enough in this case that it remains doable.
>
>Best, Trevor
>
>-----Original Message-----
>From: The NDSA infrastructure working group list
>[mailto:[log in to unmask]] On Behalf Of
>Goethals, Andrea
>Sent: Friday, February 03, 2012 4:24 PM
>To: [log in to unmask]
>Subject: Re: [NDSA-INFRASTRUCTURE] Notes from the 1/31 Working Group Call
>
>Hi Mark,
>
>Good point. I think I got confused about whether we were specifically
>trying to focus on open source solutions or not.
>
>Andrea
>
> 
>
>> -----Original Message-----
>> From: The NDSA infrastructure working group list [mailto:NDSA-
>> [log in to unmask]] On Behalf Of Mark Evans
>> Sent: Friday, February 03, 2012 3:49 PM
>> To: [log in to unmask]
>> Subject: Re: [NDSA-INFRASTRUCTURE] Notes from the 1/31 Working Group
>> Call
>> 
>> Andrea,
>> 
>> The  "Buy" option suggest that its a decision to use commercial
>> solution or services, which could be built off either open source,
>> proprietary or hybrid components. The essence being that its not a
>> decision to completely make use of open source technologies.
>> 
>> Therefore If we are including "Buy" then I  think the decision tree
>> should not be limited to open source only.
>> 
>> M
>> 
>> 
>> 
>> 
>> 
>> Mark Evans
>> Digital Archiving Practice Manager
>> Tessella Inc
>> 51 Monroe Street, Suite 702, Rockville, MD 20850, USA
>> E: [log in to unmask], T: (1) 240 403-7502, C: (1) 240 401 6256,
>> F:
>> (1) 240 403-7507
>> 
>> http://www.digital-preservation.com
>> 
>> 
>> This message is commercial in confidence and may be privileged. It is
>> intended for the addressee(s) only. Access to this message by anyone
>> else is unauthorized and strictly prohibited. If you have received
>> this message in error, please inform the sender immediately. Please
>> note that messages sent or received by the Tessella e-mail system may
>> be monitored and stored in an information retrieval system.
>> 
>> 
>> 
>> 
>> 
>> 
>> "Goethals, Andrea" <[log in to unmask]>
>> Sent by: The NDSA infrastructure working group list
>> <[log in to unmask]>
>> 02/03/2012 03:33 PM
>> Please respond to
>> The NDSA infrastructure working group list
>> <[log in to unmask]>
>> 
>> 
>> To
>> [log in to unmask]
>> cc
>> 
>> Subject
>> Re: [NDSA-INFRASTRUCTURE] Notes from the 1/31 Working Group Call
>> 
>> 
>> 
>> 
>> 
>> 
>> Hi all,
>> 
>> Karen, Trevor and Jefferson - thanks for getting the project scope
>> started. I looked at the scoping the project section and made a few
>> purely
>> syntactic edits. When I got to the third point I started to word-smith
>> the
>> description but then realized I was confused and left it half done. I
>> wasn't sure what the decision support tool was going to cover. Is it
>> the
>> key decision points when deciding whether to build, buy or adopt open
>> source solutions; or is it the key decision points when deciding
>> whether
>> to build, buy or adopt open source or non-open source solutions? In
>> other
>> words, is the decision whether to build, buy or adopt, and the decision
>> that it be open-source is assumed?
>> 
>> Thanks,
>> Andrea
>> 
>> > -----Original Message-----
>> > From: The NDSA infrastructure working group list [mailto:NDSA-
>> > [log in to unmask]] On Behalf Of Bailey,
>> > Jefferson
>> > Sent: Thursday, February 02, 2012 1:18 PM
>> > To: [log in to unmask]
>> > Subject: [NDSA-INFRASTRUCTURE] Notes from the 1/31 Working Group Call
>> >
>> > Hi all,
>> >
>> > We have posted draft notes from Tuesday's call on the wiki. There are
>> > available at this link and are pasted full-text at the bottom of this
>> > email:
>> >
>> >
>> http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=Tuesday
>> > ,_January_31,_2012
>> >
>> > Feel free to tweak or make edits to the notes on the wiki page.
>> >
>> > Also, we have posted a first-draft towards scoping out a baseline
>> > description of our OSS project. Please take a look and edit or append
>> > the wiki or discuss over the listserv. The current text can be found
>> in
>> > the "Scoping the Project" section on project wiki page:
>> >
>> >
>> http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=Open_So
>> > urce_Software
>> >
>> > Lastly, our next call will be Tuesday, February 28, 2012 at 2pm EST.
>> >
>> > Thanks,
>> > Karen, Trevor, & Jefferson
>> > _____
>> >
>> > Infrastructure Working Group Call, January 31, 2012, 2pm-3pm
>> >
>> > ==Attending==
>> >
>> > *Trevor Owens, Library of Congress
>> > *Karen Cariani, WGBH
>> > *Dave MacCarn, WGBH
>> > *Jefferson Bailey, Library of Congress
>> > *Aaron Trehub, Auburn University
>> > *Mitch Brodsky, NY Philharmonic
>> > *John Spenser, BMS Chase
>> > *Martin Jacobson, NARA
>> > *Michael Sterling, Academy of Motion Pictures
>> > *Corey Snavely, University of Michigan
>> > *Micah Altman, Harvard University (soon to be MIT)
>> > *Nicole Scalessa, Library Company of Philadelphia
>> > *Dean Farrell, UNC
>> > *Elizabeth Perkes, Utah State Archives
>> > *Bob Downs, Columbia University
>> > *Joe Pawletko, NYU
>> > *Dan Dodge, Thompson Reuters
>> > *Priscilla Caplan, FCLA
>> > *Andrea Goethels, Harvard University
>> > *Linda Tadic, Audiovisual Archive Network
>> > *Shaun Nicholson, Michigan State
>> > *Martin Halbert, UNT
>> >
>> > ==Agenda==
>> > *Update on Storage Report activities
>> > *Discussion of our OSS project
>> > *Update on other NDSA WG activities
>> >
>> > ==Storage Report==
>> > *Two posts have been published on the NDIIPP blog highlighting and
>> > analyzing results from the NDSA storage survey.
>> > *Access: http://blogs.loc.gov/digitalpreservation/2011/12/diversity-
>> of-
>> > access-to-digital-preservation-collections-first-results-from-the-
>> ndsa-
>> > storage-survey/
>> > *Cloud: http://blogs.loc.gov/digitalpreservation/2012/01/partly-
>> cloudy-
>> > trends-in-distributed-and-remote-preservation-storage-more-results-
>> > from-the-ndsa-storage-survey/
>> > *Three more are planned: one (in draft form now) on fixity, one on
>> > administrative/managerial complexities, and one summary post that
>> will
>> > also included any stats/results that didn't fall into the previous
>> four
>> > posts.
>> > *We are still tossing around ideas for the form of a final product
>> from
>> > this project, so ping the list if you have ideas or would like to be
>> > involved in that effort.
>> >
>> > ==OSS Project==
>> > Discussion:
>> > *We are continuing to brainstorm on potential questions and who
>> exactly
>> > to pose them to as far as decision-making around open-source software
>> > use for digital preservation.
>> > *There is still a lack of clarity on who we want to invite to comment
>> > and how we proceed developing question.
>> > *One idea is to develop questions for ourselves first (meaning the
>> > working group), then refine the question, then post to the NDSA
>> > membership (much like the storage survey).
>> > *Would also be useful to talk to folks who are experts or have
>> > experience in this area to tease out issues before writing questions.
>> > *Are our questions around decision-making for using, or for
>> > participating in and contributing to projects?
>> > *One potential approach is to look at thinks like Lyasis' FLOSS
>> project
>> > and other the other resources on the wiki. Then we can comment on
>> what
>> > features or formats we like from those materials materials.
>> > *We need to figure out the scope of the questions -- should we make
>> > distinctions between types of software (there's a difference between
>> > file-renaming software and a full repository) - what's our focus?
>> > *One use-case: enterprise tools for long-term access/preservation.
>> That
>> > is a decision that involves a different time horizon (for long-term
>> > preservation in memory institutions) than a commercial, enterprise-
>> wide
>> > solution.
>> > *Also the case of OSS on top of commercial piece (combination of
>> build,
>> > buy, and adopt).
>> > *Also the case of "commercial open source" which is increasingly
>> > prevalent, underlying OSS but with pay-for features or support or
>> > implementation on top of it.
>> > *It would work best to hone the focus before we begin thinking of
>> > questions and/or communities/institutions to query.
>> >
>> > ==Other NDSA news==
>> >
>> > ==Innovation news==
>> > * Innovation members are planning on participating in the Google
>> Summer
>> > of Code project. If any Infrastructure members would like to take
>> part
>> > (which involves mentoring a student developer/programmer who will
>> write
>> > code for an open-source software project), contact Jefferson or
>> Trevor
>> > and we will provide more info on the project & requirements.
>> > *Innovation Awards: the annual awards program will be announced soon
>> > and more information will be disseminated NDSA-wide. Please submit,
>> and
>> > encourage others to submit, nominations for people, projects,
>> > institutions, or students/educators demonstrating innovation in the
>> > field of digital preservation and stewardship.
>> >
>> > ==Standards==
>> > *There is a "wiki project" in development to document digital
>> > preservation standards and guidelines on Wikipedia.
>> > *Another project is to conduct a staffing survey to see how
>> > institutions have staffed themselves for digital preservation:
>> numbers
>> > of employees, organizational structure, skills expected of
>> > employees/job applications, their ideal staffing levels, their
>> > projected staffing levels, etc. The survey will be of both the NDSA
>> > community and external institutions.
>> > *Another project is to conduct a survey of what standards are
>> currently
>> > in use around digital preservation tasks at NDSA institution and then
>> > track this information over time to determine trends, etc.
>> >
>> > ==Outreach==
>> > *Creating "digital preservation in a box," a collection of resources
>> > for digital preservation.
>> > *Storytellers series, which collects unique or evocative stories
>> about
>> > digital preservation.
>> >
>> > ==Content==
>> > *Working with WordPress to develop an "opt-in" plug-in which blog
>> > creators can activate to note their content is available/allowable
>> for
>> > harvesting.
>> >
>> > ==Action items==
>> > *Trevor/Micah will write a short, one paragraph statement scoping out
>> a
>> > baseline description for considering OSS when building digital
>> > preservation infrastructure for long-term access & preservation
>> [done]
>> >
>> 
>>http://www.loc.gov/extranet/wiki/osi/ndiip/ndsa/index.php?title=Open_Sour
>>ce_Software

>> > *The group will review text posted to the wiki and comment over the
>> > listserv.
>> > *The group will continue reviewing, commenting on, and adding to the
>> > OSS resources currently posted to the wiki, especially anything that
>> > provides a good example or model of what we hope to provide.
>> > *Related: The Digital Dilemma 2 paper is now available for download
>> > *Next call will be Tuesday, February 28, 2012 at 2pm EST
>> >
>> > ############################
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