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The purpose of this case study is to discuss the creation of robust preservation functionality within PURR. The study seeks to discuss the customization of the HUBzero platform, composition of digital preservation policies, and the creation of a novel, machine-actionable metadata model for PURR's unique digital content. Additionally, the study will trace the implementation of the Open Archival Information System (OAIS) model and track PURR's progress towards Trustworthy Digital Repository certification.

This case study discusses the use of the Center for Research Libraries Trusted Repository Audit Checklist (TRAC) certification process and ISO 16363 as a rubric to build an OAIS institutional repository for the publication, preservation, and description of unique datasets.

ISO 16363 continues to serve as a rubric, barometer and set of goals for PURR as development continues. To become a trustworthy repository, the PURR project team has consistently worked to build a robust, secure, and long-term home for collaborative research. In order to fulfill its mandate, the project team constructed policies, strategies, and activities designed to guide a systematic digital preservation environment. PURR expects to undertake the full ISO 16363 audit process at a future date in expectation of being certified as a Trustworthy Digital Repository. Through its efforts in digital preservation, the Purdue University Research Repository expects to better serve Purdue researchers, their collaborators, and move scholarly research efforts forward world-wide.

PURR is a customized instance of HUBzero®, an open source software platform that supports scientific discovery, learning, and collaboration. HUBzero was a research project funded by the United States National Science Foundation (NSF) and is a product of the Network for Computation Nanotechnology (NCN), a multi-university initiative of eight member institutions. PURR is only one instance of a HUBzero's customization; versions have been implemented in many disciplines nation-wide. PURR maintains the core functionality of HUBzero, but has been modified to publish datasets and to support their preservation. Long-term access to published data are an essential component of PURR services and Purdue University Libraries' mission. Preservation in PURR is not only vital to the Purdue University research community, but to the larger digital preservation issues surrounding dynamic datasets and their long-term usability.

This article investigates the construction of risk within trustworthy digital repository audits. It contends that risk is a social construct, and social factors influence how stakeholders in digital preservation processes comprehend and react to risk.

This research employs a qualitative research design involving in-depth semi-structured interviews with stakeholders in the Trustworthy Digital Repository Audit and Certification (TRAC) process, and document analysis of the TRAC checklist and audit reports. I apply an analytic framework based on the Model for the Social Construction of Risk in Digital Preservation to this data.

The findings validate the argument that risk in digital preservation is indeed socially constructed and demonstrate that the eight factors in the Model for the Social Construction of Risk in Digital Preservation do indeed influence how stakeholders constructed their understanding of risk. Of the eight factors in the model, communication, expertise, uncertainty and vulnerability were found to be the most influential in the construction of risk during the TRAC audit process. The influence of complexity, organizations political culture, were more limited.

This article brings new insights to digital preservation by demonstrating the importance of understanding risk as a social construct. I argue that risk identification and/or assessment is only the first step in the long-term preservation of digital information and show that perceptions of risk in digital preservation are shaped by social factors by applying theories of social construction and risk perception to an analysis of the TRAC process.

This article aims to evaluate a new architecture for scalable decision-making and control in preservation environments for its ability to address five key goals: scalable content profiling; monitoring of compliance, risks and opportunities; efficient creation of trustworthy plans; context awareness; and loosely coupled preservation ecosystems. Scalable decision support and business intelligence capabilities are required to effectively secure content over time.

We conduct a systematic evaluation of the contributions of the SCAPE Planning and Watch suite to provide effective and scalable decision support capabilities. We discuss the quantitative and qualitative evaluation of advancing the state of art and report on a case study with a national library.

The system provides substantial capabilities for semi-automated, scalable decision-making and control of preservation functions in repositories. Well-defined interfaces allow a flexible integration with diverse institutional environments. The free and open nature of the tool suite further encourages global take-up in the repository communities.

The article discusses a number of bottlenecks and factors limiting the real-world scalability of preservation environments. This includes data-intensive processing of large volumes of information, automated quality assurance for preservation actions, and the element of human decision-making. We outline open issues and future work.

The open nature of the software suite enables stewardship organizations to integrate the components with their own preservation environments and to contribute to the ongoing improvement of the systems.

The paper reports on innovative research and development to provide preservation capabilities. The results of the assessment demonstrate how the system advances the control of digital preservation operations from ad hoc decision-making to proactive, continuous preservation management, through a context-aware planning and monitoring cycle integrated with operational systems.

This article explores the tension between the concept of a Designated Community (DC) as a foundational element in Trustworthy Digital Repository (TDR) certification and curators' uncertainty about how to interpret and apply this concept in practice.

This research employs a qualitative research design involving in-depth semi-structured interviews with stakeholders in the Trustworthy Digital Repository Audit and Certification (TRAC) process.

The authors' findings indicate that stakeholders in the audit and certification process viewed their uncertainty about how to apply the concept of a DC in the context of an audit as a source of risk for digital repositories and the repositories' collections.

This article brings new insights to digital preservation by applying social theories of risk to trustworthy digital repository audit and certification processes, with an emphasis on the concept of DC.

The aim of this paper is to undertake professional profiling of the trustworthy digital repositories managers. Starting from the ISO standard: trustworthy digital repositories, 2011, an interdisciplinary high education program was designed and adapted to the requirements and skills of the electronic information managers.

The interdisciplinary study program “Advanced systems for libraries, archives and museums”, which is proposed will be disseminated to the 2011 graduates. An online questionnaire is generated and distributed to the engineering students and information science students. The research was developed at Transilvania University.

The digital repository manager is a very important job for the future of the society. The engineering students proposed very precise topics in the field of IT, skills meant to predict the size of these databases and to assure fast information recovery systems, the ones from information science proposed topics for information management, copyright conditions and information security. This is the premise of creating an attractive curriculum.

The sample size limits the extent of statistical analyses and possible generalizations. The planned qualitative research may help in confirmation of the repository manager profiles.

The proposed model may be generalized. The profile of the digital repositories manager is of great interest throughout the world. This paper describes a unique approach and could be transferred to other countries and communities.

Conventional approaches to digital preservation posit that archives should define a Designated Community, or future user group, for whom they preserve digital information. Archivists can then use their knowledge of these users as a reference to help them deliver digital information that is intelligible and usable. However, this approach is challenging for archives with mandates to serve wide and diverse audiences; these archives risk undermining their efforts by focusing on the interests of a narrow user group.

A unique approach to this challenge was developed in the context of a project to build a digital preservation program at the Ontario Jewish Archives (OJA). It draws from previous research on this topic and is based on a combination of practical and theoretical considerations.

The approach described here replaces the reference of a Designated Community with three core components: a re-articulation of the Open Archival Information System (OAIS) mandatory responsibilities; the identification of three distinct tiers of access for digital records; and the implementation of an access portal that allows digital records to be accessed and rendered online. Together with supplemental shifts in reference points, they provide an alternative to the concept of a Designated Community in the determination of preservation requirements, the identification of significant properties, the creation of Representation Information and in the evaluation of success.

This article contributes a novel approach to the ongoing conversation about the Designated Community in digital preservation, its application and its limitations in an archival context.

This paper aims to carry out a literature review on the implementation of digital preservation policies, strategies and actions by institutional repositories. The objective is to identify, out of the published experiences, at which level they are fulfilling the function of ensuring the long-term availability of the deposited materials.

Using a systematic literature review methodology, a total of 21 articles from international refereed journals published between 2009 and 2020 are reviewed.

The research production on this subject is very limited. The scarce number of published articles proves that the interest of repository managers has been focused on issues other than to assure the long-term availability of the assets they store. The literature review has not found clear evidence about how institutional repositories are implementing digital preservation. It is particularly striking the lack of works focused on the situation in European countries. More field studies are needed. They would allow to extract conclusions and produce best practices to help managers to improve preservation strategies.

This study has shown that one of the main functions of repositories is not being dealt with as promised by repository managers. More work in this area is needed. In particular, it is necessary for a study at the European level to gather detailed data that will allow to draw a portrait of the current situation, extract conclusions and produce best practices to help managers to improve or develop preservation strategies.

This paper aims to examine the state of the art in electronic records management (ERM) with the goal of identifying the prevailing research topics, gaps and issues in the field.

First, a wide search was performed on academic research databases, limited to the period between 2008–2018. Second, the search results were reviewed for relevance and duplicates. Finally, the study sources were checked against the list of journals and conferences ranked by computing research and education and JourQual. The final sample of 55 selected studies was analyzed in depth.

ERM has lost some research momentum due to being deeply embedded in affiliate information systems areas and the changing records management landscape. Additionally, the requirement models specified by Governmental/National Archives might have constrained technology innovation in ERM. A lack of application was identified for the social media research area.

Limitations were encountered in available search tool functionality and keyword confusion leading to inflated search results. While effort has been made to obtain optimal search results, some relevant articles may have been omitted.

The last ERM state-of-the-art review was in 1997. A lot has changed since then. This paper will help researchers understand the current state of ERM research, its understudied areas and identify gaps for future studies.

The terms “digital curation” and “cyberinfrastructure” have been coined in the last decade to describe distinct but related concepts of how data can be managed, preserved, manipulated and made available for long‐term use. This paper aims to examine these.

The paper considers the origins of both terms and the communities that have been engaged with each of them, traces the development of the present digital environment in the USA and considers what this may mean for the future.

The paper reveals that each term has important attributes that contribute to a comprehensive understanding of the digital knowledge universe.

The paper reveals information about the development of digital preservation.

The purpose of this paper is to provide, through a set of indicators, an overview of the way in which Spanish institutional repositories are run and the services they offer their respective institutions and other users. The selected descriptors are based on aspects related to technology, procedures, content, marketing and the personnel responsible for managing repositories.

In order to establish the indicators, a thorough review of the literature was carried out to identify existing indicators that are used to assess repositories. These were divided into five categories (technology, procedures, content, marketing and personnel) with a total of 48 components. An online survey was conducted with the repositories managers of 66 Spanish research institutions in order to verify the degree of fulfilment of the selected indicators.

The survey received forty-six responses, which represented a response rate of 69 per cent. Of these, 44 came from universities and two from research centres. In total, 65 per cent of the repositories have the capacity to import data from and export data to other university systems, mainly Current Research Information System (32 per cent). Most repositories have mechanisms for the large-scale import and export of metadata and digital objects (83 per cent). The use of altmetrics in repositories is widespread (44 per cent). Authors and librarians deposit most frequently (37 and 32 per cent, respectively), in spite of the fact that 44 per cent do not have full-time staff working in the repository. In more than 80 per cent of the repositories, between 90 and 100 per cent of the deposits are full-text documents. With respect to the tools used to promote the repository within the institution, these are primarily face-to-face training sessions (82 per cent), followed by support materials such as manuals and help pages (65 per cent). The academic authorities encourage open access among researchers in 56 per cent of cases, a significant element in repository marketing.

This work proposes a model based on five dimensions and 48 indicators to assess institutional repositories. This approach has been applied to Spanish institutional repositories to provide up-to-date information about their management procedures and promotional methods and the services they offer authors and the university community. This overview of Spanish repositories has provided an insight into the way in which repositories have evolved in recent years and allowed potential improvements to be identified based on the most advanced repositories. This model can also be exported to assess institutional repositories in other countries.