Digital Preservation Management Tools and Techniques

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A toolset for developing standards compliant digital preservation management documentation on an array of topics


Quoting from the toolset website: "Organizations that are responsible for managing digital content across generations of technology are expected to demonstrate conformance with community standards and practice for digital curation and preservation, which continue to evolve. To assist organizations in demonstrating good practice and becoming recognized as a trusted digital repository (TDR), this set of digital preservation management tools and techniques has been iteratively developed and tested in the course of presenting nearly 50 Digital Preservation Management (DPM) workshops since we offered the first course in 2003."

The DPM workshop team has been developing these Digital Preservation Management (DPM) tools ( since the launch of our DPM workshops in 2003. As with the DPM model that is at the core of the DPM workshops, we intend for the tools to be useful to organizations and individuals in developing a right-sized and sustainable digital preservation programs.

In demonstrating organizational readiness, there is a tool or technique to assist organizations in addressing and developing documentation in each of these areas:

  • Principles: Adopt standards-based principles (DCP principles)
  • Policy: Develop a high-level policy framework (DP model document)
  • Scope: Complete a digital content review to define program scope (DCR process)
  • Workflow: Document workflows to improve and automate (DCM workflows)
  • Preparedness: Extend disaster preparedness to include digital (disaster planning)
  • Self-assessment: Engage in self-assessment to gauge progress (self-assessment)

The DPM tools were developed in part as an unintended outcome of the current DPMW grant from Research and Development Program of the National Endowment for the Humanities (NEH). We are developing and maintaining the DPM tools using limited resources as part of our ongoing commitment to the workshop curriculum, so we appreciate your patience with the pace of our responses.

The tools available under a Creative Commons license – we really want to promote their use. We will also be updating the tools and adding a tool or two more as we go along. We are always happy to receive feedback – nothing would be better than to move towards the next version of each of the tools based on experiences (ours and yours) in using them.

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