PERICLES Management of change to enable long term reuse

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GRANT AGREEMENT: 601138 SCHEME FP7 ICT 2011.4.3 Promoting and Enhancing Reuse of Information throughout the Content Lifecycle taking account of Evolving Semantics [Digital Preservation] PERICLES Management of change to enable long term reuse Simon Waddington (King s College London) Our Digital Future, Cambridge, 14 th -15 th March, 2016

PERICLES: " Promoting and Enhancing Reuse of Information throughout the Content Lifecycle taking account of Evolving Semantics EC FP7 Integrated Project, Digital Preservation (Feb. 2013- Jan. 2017). 11 partners.

Facilitate continued understanding, access to and reuse of digital objects that are: Heterogeneous, volatile and complex (highly interconnected) Enforce policies that govern management and evolution of content Integrated test beds Addressing primarily space science and digital art domains Aim to develop reusable components to support ongoing reusability Not a repository system

Science data originating from International Space Station SOLAR Experiment that monitor the sun's spectral variability Raw data and telemetry are captured by instrument Data are calibrated by solar scientists Dataset is made available to Scientists in other fields (e.g. climate) Users of other instruments Complex dependencies Long timeframes

Software-based artworks Self-contained or networked systems Comprise hardware and software elements Proprietary/open source/custom software Typically involve cutting edge technology Unique and challenging to maintain Unlike physical artworks, often necessary to replace elements Works can exist in multiple versions Synergies with the space science experiments Complex dependencies Sow Farm by John Gerrard Brutalism, by Jose Carlos Martinat

Capture and representation of the environment Understand the wider context around digital objects that impacts their long-term reuse Digital ecosystems Analogy with biological systems Evolving systems of interdependent entities Model-driven approach Abstraction of complex systems as models that can be manipulated independently Models are computational not merely descriptive Continuum approach Merging of active-life and archival phases Non-custodial

PET PERICLES Extraction Tool https://github.com/pericles-project/pet Apache Licence 2.0 Available and used system resources File format identification and checksums Currently running processes Event information (file and network) from processes Graphic configuration information MS Office and PDF font dependencies Native commands

"Digital Ecosystem" represents the surrounding environment of a digital object that impacts reuse Now or at a later point in time Digital ecosystem can include data objects, software, user communities, processes, technical services Includes dependencies between entities Scope The scope of the digital ecosystem depends on the particular use case

Archiving versus preservation Behavioural change E.g. technological change, policy change, which have an impact on other entities through dependencies Semantic change E.g. User community knowledge and practices If significant change occurs, it may impair or obstruct data reuse, access or interpretation

Given objects A and B. A is dependent on B if changes to B have a significant impact on the state of A, or if changes to B can impact the ability to perform function X on A. Entity A Depends on Entity B PERICLES modelling language Linked Resource Model (LRM) Upper OWL ontology for modelling linked resources DEM formalism for digital ecosystems Domain ontologies

Any physical, digital, conceptual, or other kind of entity and in general comprises all things in the universe of discourse of the LRM Model. AbstractResource: Conceptual representation of an entity. ConcreteResource: Concrete realization of an abstract resource (with a physical extension). AggregatedResource: A set of multiple resources. ConcreteResource 1 AbstractResource realizedas intersectionof (ConcreteResource, AggregatedResource) haspart ConcreteResource 2 ConcreteResource N

Context under which change in one or more entities has an impact on other entities of the ecosystem lrm:resource_1 lrm:resource_μ lrm:plan lrm:description lrm:dependency lrm:plan lrm:description lrm:resource_2 lrm:resource_n

Digital video http://ontologydesignpatterns.org/wiki/submissions:digitalvideo

Digital video playback Representation of a digital video resource Video artwork as an aggregated resource Player dependency

Ontology design patterns Reusable components that can be used across models Model editor Manual editing through a GUI PET tool Sheer curation tool running in background PET2LRM Semantic extraction from text Populating the ontologies with instances VERGE Scalable feature extraction and feature processing from images and video

Technologies Jenkins Docker Python-based Web Service Wrapper jbpm

Reactive Implement changes when there is a known failure or obsolescence (technology watch) Disadvantages Don t enable forward planning or value assessment Could result in loss of availability if major actions are required Predictive What if scenarios Manipulate independently of digital objects Reduce brute force processing

Can we preserve? Risk due to hardware failure, software obsolescence, format obsolescence, semantic change etc. Three main dimensions Risk probability of an entity being unusable Impact potential loss of functionality and cost of mitigating actions Proximity time frame in which we consider risk/impact Models enable estimation of secondary risks MICE (Model Change Impact Explorer) tool Visualisation of digital ecosystem and change impact

Model-driven approach Upfront cost of building models versus benefits Mitigated by reusability across different use cases Use of design patterns Ability to make predictions as well as react Trade-off between high and low resolution models Reflexive models model the underlying preservation system Automation For heterogeneous, volatile, complex objects, automation is essential Decision-support not decision-making

Contact: Simon Waddington simon.waddington@kcl.ac.uk Website http://pericles-project.eu/ Public wiki https://projects.gwdg.de/projects/pericles-public/wiki Twitter https://twitter.com/periclesfp7 PERICLES Community of Practices