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Progress Report on Governing Board's 2018 direction for APTrust: This is a 2018 calendar-year planAfter its initial development of a cloud-based digital preservation repository, APTrust will now turn its focus to better understanding the digital-preservation strategies and processes of its individual members, with the goals of addressing barriers to use of its services and evolving in ways that broaden the value of membership.
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DATE THIS REPORT WAS LAST UPDATED: 7/24/18% of year complete as of today56.2%Status
Codes
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Chip's summary comments
(7/24/18): We are beyond the halfway point of the 2018 calendar-year plan with some significant accomplishments and some adjustments in the plan to reflect what we've learned in initial work on nearly all of the tasks. The rescheduling of the fall meeting to December will allow us to do a more comprehensive review of progress (with more time to get stuff done) and make adjustments that keep the plan relevant in a fast-changing landscape for 2019.
(4/24/18): We are a little less than 1/3 of the way through the 2018 calendar-year plan and we have much work in progress. Our goal is to have addressed all of the urgent priorities in the calendar year. Development of our simple ingest tool (DART) has taken significant time because, true to APTrust's nature, Andrew is developing it for use by the entire digital-preservation community with environments not limited to APTrust. Once that moves to full production, the pace will quicken on our other tasks.
Not started
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In progress
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Completed
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PriorityTaskProposed Task CompletionAssigned toStatus
Code
StatusTask Completion Date
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Section I
Technical Milestones
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1--UrgentOffer a lower-cost preservation storage option7/1/2018Andrew and Chip to lead (APTrust staff)➤ July update: Glacier-only service is in production, although not formally announced. April update: Glacier-only service concept being refined, and final outline of user requirements to come at Spring 18 member meetingJuly 18, 2018
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2--UrgentProvide service that encrypts deposits using AWS or other provider encryption and key-management7/1/2018Andrew and Chip to lead (APTrust staff)➤ July update: Glacier-only service does include encryption at rest. This is transparent to users with AWS managing the encryption keys. Depositer-encrypted content (with depositer-managed encryption keys) can be deposited to our high-assurance service as well.July 18, 2018
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3--UrgentMake APTrust deposit process easier, improve training, and improve reporting on deposit in progress7/1/2018Bradley (APTrust staff) to lead with Kelly➤ July update: DART is in production, with APTrust staff supporting its use by members and with the development of a group of experienced users who can help with training for new users. April update: This begins with DART, which is in user testing as of 4/19/18 and will assume production status (with appropriate training resources) before 7/1/18. July 1, 2018
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➤ July update: Bradley, Kelly and team continuing to develop reporting improvements. Chip and Kelly working on ongoing billing reporting (for depositors to see accumulating charges for extra content).
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4--UrgentComplete APTrust security policies and testing routines7/1/2018Chip and Christian (APTrust staff) to draft for review by Trusted Digital Repository (TDR) work group (dependent on II.6)➤ Separated key escrow issues as a longer-term project; drafts of security policies are being refined; drafting of testing plan will begin when policies are confirmed.
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5--SoonExplore integrations with Archivematica, Archivespace, Fedora, Samvera/Hyrax/Hyku, DSpace, Dataverse, Bitcurator, Avalon (among others)Rolling--identify candidates and specific timelinesDependent on #II.1, then assign to Andrew (APTrust staff) and member volunteers as appropriate➤ July update: Now that Dart has moved to production status, work will begin on this in late-summer/fall 2018.
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6--SoonDevelop capacity to provide APTrust-managed key escrow service for institutions encrypting their own content10/1/2018Christian and Chip (APTrust staff) to develop and pilot with member volunteer (TBD)➤ Christian researching.
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7--When we canExplore cloud-based options for format migration that APTrust could make availableFall 2018 meetingAndrew and Christian (APTrust staff) to design AWS process, then test with member volunteer (TBD)➤ July update: Early discussions with AWS engineers late-spring or early summer 2018 were expected to include this, but have focused instead on improving efficiency, lowering cost and the possible application of AI to APTrust content (only with depositor interest and direct involvement). Format migration deferred for next conversations.
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8--When we canDesign and make available a cloud-based environment that enables depositors to validate formats and index content of deposits7/1/2018
Spring 2019
Andrew and Christian (APTrust staff) to design AWS process, then test with member volunteer (TBD)➤ Awaiting assessment of project.
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Section II
Improvements for Collaboration
Ensure that understanding of how each of our institutions does digital preservation is documented and shared as an APTrust community asset and planning resource
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1--UrgentDraft templates for better understanding of member digital preservation plans/processes, including local workflows and tools7/1/2018
Late Fall 2018
Drafting led by Chip (APTrust staff) for review by Advisory Committee (and coordinated with Communications Work Group (CWG))➤ Delayed pending completion of DART tool. An important step in preparing for connecting this information to APTrust development activities is our now-in-planning work to better link our technical team to members via a feature-request and progress-reporting system. At the same time, we've fulfilled a frequent request to enable single-file restore--a need expressed by members.Single-file restore completed 7-14-2018
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2--UrgentShare practices for streamlining processing and selection of content for preservation7/1/2018
Late Fall 2018
Publishing path established by Communications Work Group with new website development led by Chip (APTrust staff), then submissions solicited by CWG➤ Chip's publishing plan work delayed by competing priorities and possibility of another publishing option.
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3--UrgentProvide means for institutions to tell their own stories about value of APTrust7/1/2018
Late Fall 2018
See #II.2➤ See above.
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4--UrgentImprove sharing of institutionally-developed tools and practices7/1/2018
Late Fall 2018
Wiki submissions solicited by and coordinated by CWG➤ Effort ongoing with CWG.
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5--UrgentDevelop a digital-preservation advocacy toolkit with talking points, presentations, videos, etc.7/1/2018Bradley (APTrust staff) to lead in coordination with CWG➤ Effort ongoing with CWG.
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6--UrgentDocument plausible risk scenarios/case studies addressed only by these types of solutions (using real cases whenever available)Generate scenarios at APTrust Spring MeetingChip and Christian (APTrust staff), with security-interest volunteers TBD➤ July update: Work got under way at APTrust 2018 Spring Meeting.
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7--SoonShow how each of our institutions is building expertise and capability for digital preservation, and what role APTrust plays in that processAPTrust Spring MeetingSee #II.2➤ July update: Some discussion began at APTrust 2018 Spring Meeting.
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8--When canFormalize APTrust's ongoing review of platforms and other digital preservation infrastructure questions to be more useful to wider audiencesOngoing, beginning with new APTrust service offering in July 2018Technical team to explore current landscape➤ July update: after initial focus on completion of Glacier-only service, review of latest offerings by Wasabi and other providers.
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9--When canDesign means by which APTrust can be helpful in preservation of software that will be required to make deposited data practically useful in the futureOngoingChip (APTrust staff), with Lauren Work and Brandon Butler of UVA➤ We're engaged with the Yale EaaSY project through UVA. All three plus Sherry Lake at UVA are involved in aspects of the Software Preservation network's work.
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Section III
Document APTrust Value
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1--UrgentDocument the differences between APTrust and other servicesSchedule being set by larger (beyond APTrust) group of preservation servicesJoint task with other higher ed national projects (under way), to be used in “Why APTrust?”--CWG project➤ Project is under way and being led by Bradley, involving most other non-profit dig pres efforts in US.
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2--UrgentBetter articulate collaborative nature and transparency of operations/financesTarget 7/1/2018CWG Project “Why APTrust?”➤ Underway in CWG.
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3--UrgentGiven that all institutions have access to cloud services, define specific value that APTrust provides over self-managed alternatives.Target 7/1/2018CWG Project “Why APTrust?”➤ Underway in CWG.
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4--UrgentAccumulate evidence that we are working together to provide a vibrant community of practice, geographic diversity, financial transparency, continuing exploration of more cost effective services, and trusted services that evolve with timeTarget 7/1/2018
December 2018 APTrust meeting
CWG Project “Why APTrust?”➤ Underway in CWG.
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5--SoonDevelop a data-based analysis tool to illustrate financial implications of inactionTarget December 2018 APTrust Meeting for re-evaluation armed with new financial analysesChip (APTrust staff) with CWG➤ Next-phase APTrust financial analyses under way.
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6--SoonDevelop use case for deposit of whole-collection metadata and encrypted user data as available short- or long-term preservation options through APTrust (useful in part for platform/application migrations)7/1/2018
December 2018 meeting
Bradley (APTrust staff) with CWG➤ Not yet started.
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7--SoonDevelop a use-case for large data sets/research data deposit to APTrust7/1/2018
December 2018 APTrust meeting
Chip (APTrust staff) with volunteer institution staff (TBD)➤ Not yet started.
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Section IV
APTrust as an organization
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1--UrgentExplore expansion of membership categories to subscribing members and consortial members, as long as culture and value to existing members is not sacrificedSpring 2018 meeting
Fall 2018 (online discussions with Advisory Committee and APTrust Board)
Chip and Bradley (APTrust staff) with APTrust Governing Board➤ July update: Bradley and Chip have begun explorations with consortial representatives to discuss models and generate recommendations on how to structure. Expect to review a proposal with advisory committee and APTrust board in Fall (online).
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2--UrgentDo full cost-analysis of options for asserting trusted digital repository status/compliance, including open documentation, peer review, and independent audit7/1/2018
December 2018 APTrust meeting
Bradley (APTrust staff) with TDR working group➤ Awaiting completion of documentation review.
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3--SoonExplore better alliance-building with other major community projectsSpring 2018 meeting
Ongoing
Chip (APTrust staff) to coordinate with staff and with volunteers TBD➤ Bradley and Chip are actively working on various tasks with collaborating digital preservation organizations (Bradley is leading a services matrix project).
➤ Chip and others at UVA are engaged with specific work tasks on the Software Preservation Network.
➤ Bradley is active in NDSA on related issues (including fixity checking) as well as leading the next iteration of "Levels of Preservation."
➤ Bradley leading liaison activity with international Digital Preservation Coalition.
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