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Wednesday, October 29 • 9:00am - 10:00am
Placing the IR within the User's Workflow: Connecting Hydra-based Repositories with Zotero + Redesigning Electronic Record Processing and Preservation at NARA

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Two project updates:

Placing the IR within the User's Workflow: Connecting Hydra-based Repositories with Zotero
Community Notes
This session presents an update on the research conducted in an Andrew W. Mellon Foundation-funded project at Penn State University. The first phase of the project (2012-13) explored the scholarly workflow of the Penn State faculty across the sciences, humanities, and social sciences, focusing on the integration of digital technologies at all stages of a research lifecycle—from collecting and analyzing data, over managing and storing research materials, to writing up and sharing research findings. The current phase of the study (2014-2016) centers on developing a digital research tool for humanities scholarship using Zotero as a test platform, in collaboration with George Mason University. Based on the results of the first phase of our study, we will focus on unifying several phases of the research workflow, and facilitating elements such as better integration of finding and archiving into the scholar's online path. Specifically, we aim to connect Zotero with Penn State's Hydra-based institutional repository, ScholarSphere. Penn State Zotero users will be able to claim their publications and then seamlessly login and store copies within ScholarSphere. This project aims to place self-archiving within a tool that already has good traction within the Humanities (Zotero), and increase the visibility of an institutional repository within the workflow of digital scholars. Preliminary development as well as additional details on the technology, including options for other Hydra-based repositories to adopt this workflow, will be shared during this research update. We will also discuss specific needs of Humanities scholars as found in the first iteration of this study, and how these implications are addressed in the Zotero / ScholarSphere software integration.

Session Leaders
Dawn Childress, Penn State University
Patricia Hswe, Penn State University
Ellysa Cahoy, Penn State University


Redesigning Electronic Record Processing and Preservation at NARA
Community Notes
The US National Archives and Records Administration (NARA) is in the process of refactoring its infrastructure for the processing and preservation of electronic records.

In gathering requirements to enhance the tool suite at NARA, a number of needs were identified. The key need was for a flexible processing environment with an expandable set of software tools to verify and process a significant volume and varieties of electronic records. Existing systems lacked support for non-Federal digital materials (e.g., digital surrogate masters, Legislative, Donated, Supreme Court, etc.) or classified digital materials. And given highly successful partnerships with other types of organizations, there are growing storage for digital surrogates and a need for a more efficient workflows to provide public access.

This new infrastructure is described as the Optimized Ingest Framework (OIF). This framework includes a new model for managing the receipt and processing of digital materials for preservation and access; a modular approach to systems managing digital materials; a departure from the model of a single, monolithic system; the refactoring and evolution of existing systems; the establishment of an environment to provide necessary processing flexibility and tools for a wide variety of digital materials; and a more automated and robust solution for digital preservation with reduced complexity. 

This refactoring comprises three modular systems: a Digital Processing Environment (DPE) that encompasses a suite of tools for processing including validation, characterization and transformation of files; a Business Object Management system to create and manage workflows for transfer and ingest; and an enhanced Digital Object Repository for the management and preservation of records and surrogates. 

This project is just getting underway at NARA with its first iteration DPE prototype currently scheduled for early 2015.

Session Leader
Leslie Johnston, National Archives and Records Administration


avatar for Ellysa Cahoy

Ellysa Cahoy

Education Librarian, Penn State University

Dawn Childress

Librarian, Digital Collections and Scholarship, UCLA
avatar for Patricia Hswe

Patricia Hswe

Digital Content Strategist, The Pennsylvania State University
I manage Penn State's repository service, ScholarSphere (https://scholarsphere.psu.edu/), which promotes open, persistent access to the research outputs, including data sets, of Penn State's faculty, students, and staff. I'd love to talk about promotion of student scholarship through... Read More →
avatar for Leslie Johnston

Leslie Johnston

Director of Digital Preservation, National Archives

Wednesday October 29, 2014 9:00am - 10:00am EDT
Salons 4,5,6 Georgia Tech Hotel and Conference Center

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