The 2014 National Agenda for Digital Stewardship: What Works in Digital Preservation, and What is Needed

Micah Altman
Director of Research, Libraries
Massachusetts Institute of Technology

Trevor Owens
Digital Archivist
Library of Congress

Michelle Gallinger
Gallinger Consulting


There is more content being created than ever, and businesses, research institutions, policymakers and funders are increasingly recognizing that legacy digital content contributes to positive job creation and international competitive advantage. At the same time, digital stewardship processes are reaching a critical mass of maturity and uptake, and more work is being done to steward digital content than ever before. The 2015 edition of the National Agenda makes sense of the changing landscape, summarizes successes in the field, and articulates the priority actions that will have the most impact on community and practice. The 2015 National Agenda is the result of many months of individual effort and dedicated institutional support from across the National Digital Stewardship Alliance (NDSA) community and it integrates the perspective of leading government, academic, nonprofit and private-sector organizations with digital stewardship responsibilities.





Analytics and Privacy: A Proposed Framework for Negotiating Service and Value Boundaries

Lisa Hinchliffe
Professor/Coordinator for Information Literacy Services and Instruction
University of Illinois at Urbana-Champaign

Andrew Asher
Assessment Librarian/Adjunct Faculty in Anthropology
Indiana University


Throughout their everyday interactions with university systems, individuals create, intentionally or unintentionally, numerous streams of digital data. Universities and libraries are increasingly moving to aggregate and utilize these data streams as they seek to provide the best services and resources possible for their users. These analytics offer the promise of improving educational and service quality by revealing patterns, trends, and behaviors that are not readily apparent through observation or self-perception. However, new analytics also challenge long-held principles with regard to privacy, confidentiality, informed consent, and other values. This issue-oriented briefing examines the role of libraries as producers and consumers of educational analytics, and proposes a framework of principles and best practices for the stewardship of these data throughout their lifecycle. After a short presentation of the proposed framework, the remainder of the session will be given to structured discussion to elicit feedback and critique and to discuss how institutions might fruitfully engage with local policy and practice development. Session participants will have the opportunity to contribute to an ongoing dialogue about user privacy, service quality, and ethical data collection, stewardship, and decision-making while considering the complexity of values expressed in the American Library Association Code of Ethics and other professional ethical frameworks. Through these discussions, this session aims to provide participants with tools to initiate discussions in their own organizations in order to develop policies and procedures related to data gathering and analysis that is informed by professional values as well as institutional priorities and requirements.




Archives and Digital Humanities

Charlotte Nunes
Council on Library and Information Resources Postdoctoral Fellow in Digital Scholarship
Southwestern University

Mary W. Elings
Head of Digital Collections, The Bancroft Library
University of California at Berkeley

Jen Wolfe
Digital Scholarship Librarian, Digital Research & Publishing
University of Iowa

Tom Keegan
Head, Digital Research & Publishing
University of Iowa

Archives-Based Digital Humanities Projects: Transformative Potential at Institutions Large and Small (Nunes, Ellings)
This session will focus on efforts to create opportunities for students to learn about digital archives by building, analyzing, and enhancing access to them. Featuring speakers from two very different higher educational contexts (the University of California at Berkeley, a large state university, and Southwestern University, a small liberal arts college in Georgetown, Texas) the presentation will consider how small-scale, archives-oriented digital humanities projects at both institutions have transformative potential for higher education. Emerging scholarship such as Mia Ridge’s Crowd-Sourcing Our Cultural Heritage (2014) offers best practices as well as important insights into the challenges and rewards of projects that connect the public with ongoing archival digitization projects. Yet large-scale public crowd-sourcing projects are often resource intensive, even for a large research institution like Berkeley. There exists no systematic consideration of how smaller-scale, targeted projects can engage faculty and students in the work of archives using digital methods. How can digital archiving practices be substantively incorporated into pedagogies and curricula targeting university students? How might digital archiving processes, including digitization, transcription, and metadata creation, be incorporated in higher education curricula, so as to create meaningful learning opportunities for students? These questions will be addressed through discussion of archives-based digital humanities projects that rely on cross-campus interdisciplinary collaboration. For example, UC Berkeley’s recent #HackFSM hackathon brought together small teams of students to re-envision access to the Free Speech Movement Digital Archives. Southwestern’s Latina History Project involves student participants in digital archiving processes for a collection of photographs and oral histories provided by Latina social justice activists from across Central Texas. Drawing on case studies from multiple projects in process at their respective institutions, the speakers will demonstrate how targeted archives-based digital humanities projects can enhance research and pedagogy at both a large research institution and a small liberal arts college.

Presentation  (Nunes)

Archives Alive!: Adding Scalability to Digital Humanities Scholarship, Undergraduate Engagement, and Librarian/Faculty Collaboration (Wolfe, Keegan)
This presentation will include the results of a collaboration between library staff and IDEAL (Iowa Digital Engagement and Learning) faculty that extends a manuscript transcription crowd-sourcing project, DIY History, into the undergraduate classroom. Archives Alive!, a month-long curriculum module for freshmen Rhetoric students, uses DIY History to teach research, writing, and presentation skills through a series of digitally-engaged tasks. Students not only work with primary source materials, but become part of the collaborative effort to build and enhance them. Piloted last year with two courses, the project has grown to nearly 20 classes totaling 400 students. Scalable, interdisciplinary, and open access, the assignment can be re-used and adapted for instructors at any institution interested in experimenting with digital humanities pedagogy grounded in library collections of primary sources.

Archives Alive!: http://ideal.uiowa.edu/projects/archives-alive
DIY History: http://diyhistory.lib.uiowa.edu/


The Benefits of Collaboration: Optimizing Content Coverage in Library Discovery Systems

Amira Aaron
Associate Dean, Scholarly Resources, Libraries
Northeastern University

Bruce Heterick
Vice President, JSTOR | PORTICO

Christine Stohn
Product Manager
Ex Libris Group


The recommendations of the National Information Standards Organization (NISO) Open Discovery Initiative (ODI) and the recently launched collaboration between ProQuest and Ex Libris highlight the challenges and opportunities arising from the dual roles that some stakeholders in the library domain play, in which they act as both information providers and technology vendors. In this session, we will discuss the benefits of collaboration for all stakeholders, despite the conflicts of interest that can stem from the duality of roles, and the impact of increased findability of content through discovery interfaces. The speakers represent various stakeholders in the scholarly publishing arena.


 Presentation (Strohn)
Presentation (Heterick)
Presentation (Aaron)




A Decade In: Assessing the Impacts and Futures of Internet Identity

Ken Klingenstein
Identity and Trust Person

The rise of Internet identity began in earnest ten years ago, as academic, government and corporate and social deployments started and began to influence each other. Government initiatives have come and gone and come anew. Research and education deployments worldwide have pushed the envelope but are now challenged to interfederate. Social providers evolve business models that leverage the user as product.

There are impressive successes now in many instances and key integrations have been achieved. The extent of usage has grown dramatically. At the same time, there are obvious stress points, where the conflict of economic motives compound issues of privacy, where the international differences in cultures and legal systems create a swamp of issues, and helping the institution and the user manage the complexity of privacy. This session will provide both an update and an assessment of Internet identity and discuss how the stress points may be addressed, or not.



The DeLiVerMATH Project: Towards Virtual Research Environments in Mathematics

Peter Loewe
Head of Development
German National Library of Science and Technology

Silke Rehme
Vice President, Content & Services
FIZ Karlsruhe Leibniz Institute for Information Infrastructure


In order to create virtual research environments for the area of mathematics, it is essential to have high-quality access to literature, which, even today, continues to be the heart of mathematical knowledge. In this connection, the establishment of digital libraries in the field of mathematics involves building up a controlled vocabulary and a taxonomy of fine-grained topics, as well as developing processes for automated content indexing (content analysis, semantic enrichment) and assigning documents. This presentation showcases the results of the DeLiVerMATH project consisting of methods and tools for content indexing and the retrieval process as prerequisites for creating a virtual research environment in the area of literature provision. This enables the efficient and user-friendly provision and application of mathematical knowledge for future science and research in the long term.









Developing a 21st Century Global Digital Mathematics Library for Research

Clifford Lynch
Executive Director
Coalition for Networked Information

Patrick Ion
Associate Editor Emeritus
American Mathematical Society

Timothy W. Cole
Mathematics & Digital Content Access Librarian
University of Illinois at Urbana-Champaign


The amount of research mathematics available online, both retrospectively digitized and born digital, has greatly increased over the last decade and a half; however, the methods for describing, linking and discovering these resources has so far evolved much more slowly. In July 2012, with support from the Alfred P. Sloan Foundation, the International Mathematical Union organized a symposium on “The Future World Heritage Digital Mathematics Library: Plans and Prospects” at the National Academy of Sciences (NAS), Washington DC. The Sloan Foundation then commissioned a follow-up study, the results of which were published in March 2014 by the National Academies Press under the title, “Developing a 21st Century Global Library for Mathematics Research.” The report opens by noting that, “Mathematics is facing a pivotal junction where it can either continue to utilize digital mathematics literature in ways similar to traditional printed literature, or it can take advantage of new and developing technology to enable new ways of advancing knowledge.” In this briefing the presenters will discuss concrete ideas for creating a community-driven and community-owned next generation Global Digital Mathematics Library (GDML) to better support and enable advanced research in mathematics. The presentation will place the committee’s effort in the context of prior and ongoing work, including the World and European Digital Mathematics Library initiatives begun in the last decade. Findings and recommendations articulated in the NAS report will be discussed, many of which align well and resonate with analogous issues and goals arising in other disciplines. Opportunities and what’s next in the wake of the publication of the NAS Report will also be covered, focusing on community, literature, knowledge management and administrative facets of the new GDML initiative.









Developing an Analytics Dashboard for Coursera MOOC Discussion Forums

Bill Parod
Architect for Software Development
Northwestern University


In February 2013, Northwestern University partnered with Coursera to begin delivering Massive Open Online Courses (MOOCs) as part of our diversified online learning strategy. The “Massive” scale of these courses make tools showing learner activity in aggregate and by cohort extremely useful to our faculty. The Coursera platform provides some of these analytics tools, allowing instructors to track broad reach, engagement, and performance in their MOOCs. A valuable part of the completely online learning experience, however, is participation in discussion forums. The free text discourse that occurs in the forums is not easily tracked by quantitative, event-oriented, learning analytics. The Northwestern dashboard provides to faculty a view into MOOC-scale forum activity by combining forum metadata with text analysis and visualization techniques. The project performs entity extraction (people, places, organizations, and keywords) and sentiment analysis on forum posts, combined with geographic location information to enhance forum posts metadata for faceted searching and subsetting. Search results display facet values in aggregate using a variety of visualizations techniques, such as world map, heat map, word clouds, network graphs, stream graphs, and pie charts. Discussion forum activity can then be probed in aggregate by a variety of demographic, curricular, temporal, and topical characteristics.




Development of a Small Data Collections Archiving Service Option at Johns Hopkins University

Betsy Gunia
Data Management Consultant
Johns Hopkins University

Barbara Pralle
Head, Entrepreneurial Library Program
Johns Hopkins University

Since our inception in July 2011, Johns Hopkins University Data Management Services has been offering a single data archiving service focused on support for data collections of any size and number of files from a single grant. As we listened to our research community, we recognized that some researchers desired us to offer an additional service that was more tightly coupled with the publication process. We began offering this new service, “Small Collections Archiving Service,” starting in July 2014. During this project briefing we will elaborate on the work involved in developing this new service, including how we scoped the service, assessed the required human effort, and considered the different types of data collections and researchers’ needs this model would accommodate. In addition, we will discuss how we came up with a cost for this service, vetted it with various stakeholders within our community, and marketed it. Although we have not yet completed a data deposit using this new service, we have archived data sets for other researchers under our other service model, which is similar in scope to the Small Data Collections Archiving Service.