UC-5

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UC-5 Preservation Planning
Summary
Number	UC-5
Name	Preservation Planning
Context	N/A
Sub-Use Cases	UC-5.1 Monitor Designated Community UC-5.2 Monitor Technology UC-5.3 Prototyping UC-5.4 Develop Preservation Strategies UC-5.5 Develop Preservation Standards UC-5.6 Profile External Data Standards UC-5.7 Develop Migration Plans UC-5.8 Develop Packaging Designs
Overview	New digital technologies and the requirements of Consumers and Producers are monitored and recommendations are provided for strategies, standards, IP designs and migration plans.
Actors	Develop Packaging Designs and Migration Plans Develop Preservation Strategies and Standards Monitor Designated Community Monitor Technology Administration>Audit Submission Administration>Customer Service Administration>Establish Standards and Policies Administration>Manage System Configuration Administration>Negotiate Submission Agreement Consumer Producer
Description
Preconditions	UC-1 Ingest
Trigger
Successful outcome	Develop Packaging Designs and Migration Plans develops AIP/SIP template designs and customization advice and sends them to Administration>Negotiate Submission Agreement; sends migration plans, new AIP designs and software as a migration package to Administration>Manage System Configuration; and provides AIP/SIP review to Administration>Audit Submission.
Steps	Monitor Designated Community uses surveys or other interactions with Consumers and Producers to track changes in their service requirements and product technologies. Monitor Designated Community provides reports, requirements alerts and emerging standards to Develop Preservation Strategies Monitor Designated Community sends preservation requirements to Develop Packaging Designs and Migration Plans Monitor Technology tracks emerging digital technologies Monitor Technology receives prototype requests from Develop Preservation Strategies and Standards and Develop Packaging Designs and Migration Plans Monitor Technology creates and tests prototypes Monitor Technology sends reports, external data standards, technology alerts and prototype results to Develop Preservation Strategies and Standards Monitor Technology sends prototype results to Develop Packaging Designs and Migration Plans Develop Preservation Strategies and Standards receives consumer comments from Administration>Customer Service Develop Preservation Strategies and Standards receives performance information and inventory reports from Administration>Manage System Configuration Develop Preservation Strategies and Standards sends recommendations on system evolution and proposals to Administration>Establish Standards and Policies Develop Preservation Strategies and Standards produces profiles of external data standards and sends them as proposals to Administration>Establish Standards and Policies Develop Preservation Strategies and Standards sends advice to Develop Packaging Designs and Migration Plans Develop Packaging Designs and Migration Plans sends issues to Develop Preservation Strategies and Standards Develop Packaging Designs and Migration Plans receives approved standards and migration goals from Administration>Establish Standards and Policies Develop Packaging Designs and Migration Plans develops AIP/SIP template designs and customization advice and sends them to Administration>Negotiate Submission Agreement Develop Packaging Designs and Migration Plans provides AIP/SIP review to Administration>Audit Submission Develop Packaging Designs and Migration Plans develops and tests migration plans, new AIP designs and software and sends them as a migration package to Administration>Manage System Configuration
Exceptions
Documentation
Citations	OAIS 4-1 "This entity provides the services and functions for monitoring the environment of the OAIS and providing recommendations to ensure that the information stored in the OAIS remains accessible to the Designated User Community over the long term, even if the original computing environment becomes obsolete. Preservation Planning functions include evaluating the contents of the archive and periodically recommending archival information updates to migrate current archive holdings, developing recommendations for archive standards and policies, and monitoring changes in the technology environment and in the Designated Community’s service requirements and Knowledge Base. Preservation Planning also designs IP templates and provides design assistance and review to specialize these templates into SIPs and AIPs for specific submissions.Preservation Planning also develops detailed Migration plans, software prototypes and test plans to enable implementation of Administration migration goals."
Diagrams	OAIS figure 4-6 (section 4.1.1.6) OAIS fig. 4-6
Notes