Software Preservation Network NDSA Digital Preservation Conference October

Software Preservation Network NDSA Digital Preservation Conference October 26 th, 2017 softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Jessica Meyerson, Educopia Institute, jessica@educopia. org Brandon Butler, University of Virginia, @bc_butler Dan Noonan, The Ohio State University, @Danny. Noonan 1962, noonan. 37@osu. edu Alex Chassanoff, MIT Libraries, @amchass Christa Williford, CLIR+DLF, @cwillifo, cwilliford@clir. org softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Introduction to SPN ● Saving Software Together ● Mission: Preserving software through community engagement, infrastructure support, and knowledge generation ● Values: ○ Community ○ Sustainability ○ Access ○ Transparency ○ Advocacy softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Legal/Policy Working Group Scope: Explores licensing and information policy and develops a legal approach to software preservation and reuse Recent work: ● Partnership with Brandon Butler and Peter Jaszi for ARL Copyright Best Practices ● Harvard’s Cyberlaw Clinic for continued research on case law and licensing for software preservation softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Legal/Policy Working Group DMCA Triennial Rulemaking: Petitioning the Copyright Office/Librarian of Congress for an exception to the ban on hacking digital locks. Cyberlaw Clinic in lead role. Seeking stories! https: //goo. gl/forms/TVJGmzd. X 35 P 6 g. EPr 2 Timeline: ● ● 9/13/17: Simple petition to break digital locks for software preservation submitted October (? ? ): Copyright Office issues Notice of Proposed Rulemaking, kicking off three rounds of comments - support, opposition, and reply Winter-Spring 2018: Hearings and post-hearing questions Spring-Summer 2018: Office issues recommendation, Librarian makes final rule. softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Legal/Policy Working Group Fair Use Best Practices: Developing a Code of Best Practices in Fair Use for Software Preservation. Alfred P. Sloan Foundation funded, ARL as grantee, SPN as key informant and ally. Landing page: http: //bit. ly/2 gwe. ZE 7 Timeline: ● August-Winter 2017 -18: Interviews and first report re current state of software preservation vis a vis copyright; where are the friction points? ● Winter-Summer 2018: Focus group meetings to develop consensus practices. ● Fall 2018: Publish Code and supporting materials. ● Fall 2018 -Spring 2019: Publicize and promote best practices. softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Legal/Policy Working Group Join us for lunch! Bring your: ● Stories about copyright and software preservation ● Stories about cracking digital locks ● Questions about how this stuff works ● Cards and contact info ● Calendar of events we should crash ● Syllabus of must-reads about software preservation law/policy ● Rolodex of other people we should talk to softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Metadata Standards & Policies Working Group Scope: Develops and promotes common metadata frameworks to support software preservation and discovery Recent work: Survey about metadata used in software preservation; crosswalk of software metadata ontologies Members: Elizabeth Russey Roke, Glynn Edwards, Wendy Hagenmaier, Paula Jabloner, Eric Kaltman, Daniel Noonan, Katherine Thornton, Tim Walsh softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG Survey: Collection Development. . . softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG Survey: Donor Agreements. . . softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG Survey: Preserving Software? softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG Survey: Preserving Software? Yes softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG Survey: Conclusions/Recommendations ● ● ● Centralized registries for: ○ software collecting and preservation institutions (archival value and/or for rendering files) ○ software collection development policies ○ agreements, language specific to software access, and rights documentation ○ obsolete software accessible to those that wish to render files Defining the limits to existing standards and tools—not all the fields are included in each standard—and developing a game plan forward movement Defining a minimal set of metadata for software preservation, as well as outlining optimal sets that are situationally delineated (e. g. emulation) Documenting examples of existing metadata solutions for software preservation Considerations for including metadata as machine-actionable to support emulation as a service and other applications softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

MDWG: The Crosswalk softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Curation-Readiness Working Group Scope: Provides guidance, framed by use cases, for improving software’s “curation readiness” OSF Working Group Page: https: //osf. io/crfyv/ Members: Fernando Rios, Bridget Almas, Alex Chassanoff, Nicole Contaxis, Paula Jabloner, Heidi Kelly softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Curation-Readiness Working Group Overview of Research Process ● Iterative approach ● Articulated perspectives of interest ○ Software as research process (academic/researcher) ○ Software as cultural heritage artifact (archives/museum) ● Identified exemplar scenarios (e. g. , reuse of software ) ● Outline steps for increasing curation-readiness for each case softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Software Preservation Use Cases http: //doi. org/10. 17605/OSF. IO/8 RZ 9 E softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Curation-Readiness Working Group ● Two reports ○ ○ Exploring Curation-Ready Software: Use Cases April 2017 Making Software Curation-Ready July 2017 ● Call to Action ○ ○ Where does software preservation fit into your institution’s overall preservation goals? Join SPN Working Groups! softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Research Working Group Scope: ● Facilitates research projects that bring individuals and organizations with diverse perspectives together to document and analyze the landscape of software preservation and access ● Aims to explore frameworks for sustainable, transparent, community-based research and to advocate for innovative models of research that accelerates practice Members: Yasmin Al. Noamany, John Borghi, Alex Chassanoff, Wendy Hagenmaier, Eric Kalter, Monique Lassere, Cynde Moya, Megan Potterbusch, Katherine Thornton, Christa Williford, Lauren Work softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Ontology of Software Preservation Research Questions https: //osf. io/3 jpqp/ ● ● ● Definitions ○ How can “software, ” “software curation, ” “software preservation, ” and “software access” be defined, and how do the definitions matter? Who and What ○ What institutions/organizations/communities/individuals are collecting, curating, preserving, and providing access to software, and what software they collecting, curating, preserving, and making accessible? ○ What software registries exist, and what are they focusing on/asking for currently? Why ○ What are the use cases for collecting, curating, preserving, and providing access to software, now and in the future? softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Ontology of Software Preservation Research Questions https: //osf. io/3 jpqp/ ● How ○ ○ ○ What workflows are currently being used to collect, preserve, curate, and provide access to software and what might future state workflows look like? What skillsets are needed to collect, preserve, curate, and provide access to software? What policies currently exist around preserving, curating, and providing access to software and what might future state policies look like? What metadata schemas/vocabularies currently exist for describing software, and what are the gaps in the software metadata landscape? How can the quality of software preservation be assessed? What ethical questions exist regarding software preservation and curation? softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Next Step--Developing A Research Toolkit ● A set of templates and research instruments that individuals can use to gather data about software preservation in their local organization or community ● Individuals will be encouraged to contribute their data back to SPN ● The Working Group will analyze the data in aggregate and map the landscape of software preservation over time cwilliford@clir. org @cwillifo softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c

Join Us! Web: softwarepreservationnetwork. org Gmail: softwarepreservationnetwork@gmail. com Twitter: @Soft. Pres. Network OSF: https: //osf. io/a 7 uea/ Google Docs (linked to OSF): http: //bit. ly/spn-shared-docs These slides: https: //osf. io/k 9 xua/ softwarepreservationnetwork. org | @softpresnetwork | https: //osf. io/a 7 uea/ | #digipres 17 | #r 2 c