Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California...

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Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California [email protected] http://wiki.ucop.edu/display/Curation/Foundations @slabrams, #ipres2015, #sept www.accademia.org/explore-museum/artworks/michelangelos- david Curati on A Foundational Framework for Digital Curation The Sept Domain Model

Transcript of Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California...

Page 1: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Stephen Abrams

iPRES 2015, Chapel Hill, November 2-6

UC Curation CenterUniversity of California

[email protected]

http://wiki.ucop.edu/display/Curation/Foundations

@slabrams, #ipres2015, #sept

www.accademia.org/explore-museum/artworks/michelangelos-david

Curation

A Foundational Framework for Digital CurationThe Sept Domain Model

Page 2: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

A domain model for digital curation

Justification

sept

Roadmap

Ensure that programmatic analysis, planning, and assessment are rigorous and systematic rather than ad hoc and idiosyncratic

Build up incrementally from first principles

Synthesize and extend prior community efforts

View curation as an inherently semiotic activity

Benefits

Better understand and express nuanced curation intentions and outcomes

Set realistic stakeholder expectations

Gain greater confidence that activities are comprehensive

Page 3: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Programmatic change and aging infrastructure

Imminent retirement of executive and program directors; mounting technical debt

genesis

An opportunity for strategic reassessment and planning

Hoping for a “short” background paper to guide analysis

The more investigation, the less confidence

The more questions, the fewer persuasive answers

Page 4: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Pragmatic advancement, but no robust and comprehensive conceptual underpinnings

Two decades of progress

state-of-the-art

There is a model – explicit or tacit – underlying all of theseFedora

OAISPorticoDIASLOCKSSJHOVEPREMISDioscuriTRACPlato4CDPN

Do they all fit together? Are we thinking about all the

right things and defining them properly?

There are no more overloaded and under-formalized terms of practice than “digital curation” and “digital object”

DSpacePRONOMAIHTPDF/AChronopolisiRODSAceNDSAFIDOOliveBitCuratorPCDM

Page 5: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Prior object modeling

crosswalk

Sender/ receiver

BucklandKahn-

WilenskyFRBR NAA OAIS PREMIS BRM ICO

sourceinfo-as-knowledge

work essenceinformation object

intellectual entity

propositional content

intellectual entity

encoding

info-as-thing

data

expression

source

data object / digital object

bitstream / filestream

symbol structure

symbol structuremanifestati

on

file / representation

item bitspatterned matter/energy

information carrier

frame-of-reference

key-metadata representati

on information

auxiliary information

channel

info-as-process

process projection

signalperformance

sensory impression

contentknowledge base

decoding

effectinfo-as-knowledge

work essenceinformation object

intellectual entity

propositional content

intellectual entity

not fully populated

fineness o

f gra

nula

rity

Page 6: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Sept object modeling

crosswalk

Sender/ receiver

BucklandKahn-

WilenskyFRBR NAA OAIS PREMIS BRM ICO

sourceinfo-as-knowledge

work essenceinformation object

intellectual entity

propositional content

intellectual entity

encoding

info-as-thing

data

expression

source

data object / digital object

bitstream / filestream

symbol structure

symbol structuremanifestati

on

file / representation

item bitspatterned matter/energy

information carrier

frame-of-reference

key-metadata representati

on information

auxiliary information

channel

info-as-process

process projection

signalperformance

sensory impression

contentknowledge base

decoding

effectinfo-as-knowledge

work essenceinformation object

intellectual entity

propositional content

intellectual entity

Sept

message

structure

form

carrier

annotation

behavior

stimuli

ground

interpretation

experience

Page 7: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital Curation Centre

Maintaining, preserving and adding value to digital research data throughout its lifecycle

digital curation

Cui bono?

Process-centric Explains the what, but not the

why or for whom

www.dcc.ac.uk

Page 8: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

www.cdlib.org/uc3

Page 9: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

Distinguishable through consumer criteria

www.cdlib.org/uc3

Page 10: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

Distinguishable through consumer criteria

Is what it purports to be

www.cdlib.org/uc3

Page 11: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

Distinguishable through consumer criteria

Is what it purports to be Spanning production,

management, and exploitation

www.cdlib.org/uc3

Page 12: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

Distinguishable through consumer criteria

Is what it purports to be Spanning production,

management, and exploitation Use is feasible and beneficial

www.cdlib.org/uc3

Page 13: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

UC Curation Center

Complex of actors, policies, practices, and technologies enabling successful consumer engagement with authentic content of interest across space and time

digital curation

Distinguishable through consumer criteria

Is what it purports to be Spanning production,

management, and exploitation Use is feasible and beneficial Equally dependent on human

competencies, institutional mission and resources, and technology

www.cdlib.org/uc3

Page 14: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Looking at the domain

Initial focus

modeling

Objects

Engagement with objects

Policy and strategy regarding engagement

Page 15: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital object

Exchangeable knowledge

oais

Interpreted using representation information

Information object, expressed as a data object, composed of a digital object, represented as bits

Structural Semantic Other

Needs finer granularity of definition

Page 16: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Communication with the future

A digital object is the unit of communication

digital curation

An object encapsulates the message to be communicated, but not its meaning

Meaning is an emergent epistemic state of the consumer

Content is realized by physical stimuli …

Perceived by a sense modality … Interpreted in a context … Experienced as cognitive

meaning or psychological affect

The final, crucial transition from perception to cognition is an inherently semiotic act

Page 17: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Signs and systems of signification

Charles Sanders Peirce (1839 – 1914)

semiotics

A sign is something that “stands in” for something else, for someone, in some manner.

Semiosis is a triadic relation between a representation, its referent, and its experiential effect

Interpretation takes place with respect to a subjective contextual ground

referent

representation

ground

effect

stands in for

contextualizes

stimulates

(re)presents

objective subjective

Page 18: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object-mediated communication

Modes of understanding

semiosis

Denotative

Connotativeobject

curatorial presentatio

n

contextual ground

frames-of- reference

experienced meaning

intended meaning

interpretation

codification

owner

curator

creator

consumer

objective subjective

feasible beneficial

stimulus

Page 19: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital object

Considerations

analysis

Semantics

Syntactics

Empirics

Pragmatics

Diplomatics

Dynamics

Abstract meaning

Symbolic expression

Physical representation

Realizing behavior

Evidential authenticity

Persistence and evolution

SSEPDD

Page 20: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital object

Considerations

analysis

Semantics

Syntactics

Empirics

Pragmatics

Diplomatics

Dynamics

Meaning

Symbolic expression

Physical representation

Realizing behavior

Evidential authenticity

Persistence and evolution

SEPT

Page 21: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital object

Considerations

analysis

Semantics

Syntactics

Empirics

Pragmatics

Diplomatics

Dynamics

A subsidiary group or division of an extended family or clan

SEPT

Page 22: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Digital object

Considerations

modeling

Semantics

Syntactics

Empirics

Pragmatics

Diplomatics

Dynamics

carrier

message

behaviorencodinginscribe

drealize

d

expressed

describes

semantics

syntactics

empirics

object

pragmatics

verificationinterventio

n

diplomatics dynamics

annotation

Page 23: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics Blob… bits … bits … bits … Disk

Page 24: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Blob

Artifact

bits

identity:

Disk

File

… bits … bits … bits …

Page 25: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Syntactics (structure)

Blob

Artifact

Exemplar

bits

identity:

type:

Disk

File

PowerPoint file

Page 26: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Syntactics (structure)

Semantics

Blob

Artifact

Exemplar

Product

type:

description:

Disk

File

PowerPoint file

PowerPoint presentation

bits

identity:

Page 27: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Syntactics (structure)

Semantics

Pragmatics

Blob

Artifact

Exemplar

Product

Asset

behavior:

Disk

File

PowerPoint file

PowerPoint presentation

Slide show (in PowerPoint)

description:

type:

identity:

bits

Page 28: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Syntactics (structure)

Semantics

Pragmatics

Diplomatics

Blob

Artifact

Exemplar

Product

Asset

Record

behavior:

verification:

Disk

File

PowerPoint file

PowerPoint presentation

Slide show (in PowerPoint)

Slide show (really)

description:

type:

identity:

bits

Page 29: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Object typology

Considerations

modeling

Facet

Empirics

Syntactics (morphology)

Syntactics (structure)

Semantics

Pragmatics

Diplomatics

Dynamics

Blob

Artifact

Exemplar

Product

Asset

Record

Heirloom

intervention:

Disk

File

PowerPoint file

PowerPoint presentation

Slide show (in PowerPoint)

Slide show (really)

Slide show (tomorrow)

verification:

behavior:

description:

type:

identity:

bits

Page 30: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Modes of engagement

Linear workflow

oais

Locus Role

Three loci of activities

Three roles

Production Management Access

Too prescriptive

Doesn’t distinguish orthogonal concerns

Producer Manager Consumer

Page 31: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Modes of engagement

Continuum, not lifecycle

continuum

Locus Role Aspect

Lifecycle implies a prescribed progression through well demarcated and distinguishable states

Continuum allows adaptive and cyclic navigation among overlapping and interdependent activities

Production Management Exploitation

Catalyze Organize Pluralize

Creator Owner Curator Consumer

Page 32: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Modes of engagement

continuum

Catalyze Organize Pluralize

observe, simulate, create, derive

identify, classify, clean, annotate, package

license, submit, publish, cite, aggregate

appraise, select, harvest, collect

normalize, characterize, arrange, annotate, store, index, plan, watch, intervene, administer

replicate, audit, notify, syndicate, resolve, resolve, authorize, report

search, discover, retrieve, subselect

analyze, correlate, synthesize, interpret, transform, annotate

summarize, validate, assert, refute

Locus

Production

Management

Exploitation

Page 33: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Policy and strategy

Levels of preservation

ndsa

Categories

Protect

Know

Monitor

Repair

Storage

Integrity

Security

Metadata

Format

Limited scope

Page 34: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Policy and strategy

Imperatives

rubric

Predilect

Collect

Protect

Introspect

Project

Connect

Decide what you intend

Obtain (or do) what you decide

Protect (or sustain) what you obtain

Know what you protect

Offer what you know

Deliver what you offer

Page 35: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Policy and strategy

rubric

Blob Artifact Exemplar Product Asset Record Heirloom

service level and submission agreement

disaster recovery / business continuity

format action plans

collection development policy

order agreement, outreach and training

evidentiary standards

sustainability and succession planning

accessioning packaging normalization / canonicalization

discovery, workflow and tool integration

code and workflow repositories

chain of custody preservation planning

environmental control, redundancy, media refresh

administrative control, fixity, malware detection / sanitization

technical control, migration

bibliographic control

access control, emulation

archival control change control, preservation watch

forensic characterization

morphological characterization,PID minting

structural characterization, ontologies, format registries

intellectual characterization, entity extraction, sentiment analysis

behavioral characterization, software registries, analytics

archival characterization, master registry

provenancial characterization, annotation

media inventory file inventory,PID resolution

object index work catalog dissemination, syndication,derivation

documentary form

versioned change history

legacy / emulated environments

file delivery format-aware processing

disciplinary-specific processing

search and browse, annotation

trust-based workflows

consortial collaboration

Imperative

Predilect

Collect

Protect

Introspect

Project

Connect

Page 36: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

A domain model for digital curation

Next steps

sept

Continue development

Respond to feedback

Strategic planning for program and services

Use case analysis and requirements gathering for next generation repository

Page 37: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

A domain model for digital curation

Summary

sept

Curation enables communication

Objects carry messages, not meanings

Consumer interpretation and experience are inherently subjective

Progress towards greater rigor in conceptualizing digital curation

Terminology for expressing nuanced intentions, actions, and outcomes

Object modeling concerns span six analytic dimensions

Object typology of increasing utility

Engagement entails a continuum of activities, roles, and aspects

Rubric for strategic and policy imperatives

Page 38: Stephen Abrams iPRES 2015, Chapel Hill, November 2-6 UC Curation Center University of California Stephen.Abrams@ucop.edu .

Thank you

Stephen Abrams

sept domain model for digital curation

UC Curation CenterCalifornia Digital Library

[email protected]

http://wiki.ucop.edu/display/Curation/Foundations

@slabrams, #ipres2015, #sept

www.flickr.com/photos/manroland_web_systems/8548753246