Difference between revisions of "Overview"

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[[Main Page]] > Overview
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[[Main Page]] > [[Documentation]] > [[Technical Architecture]] > Overview
  
The Archivematica project is integrating a number of open-source tools to create a comprehensive digital archives system that is compliant with the [http://en.wikipedia.org/wiki/Open_Archival_Information_System ISO-OAIS] functional model and other digital preservation standards and best practices.  
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==Open source OAIS==
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Archivematica provides an integrated suite of free and open-source tools that allows users to process digital objects from [[Micro-services#Archivematica_Micro-services|ingest to archival storage and access]] in [[Requirements|compliance]] with the [http://en.wikipedia.org/wiki/Open_Archival_Information_System ISO-OAIS] functional model and other [[wikipedia:Digital preservation|digital preservation]] standards and best practices. All of the Archivematica code and documentation is released under AGPL and Creative Commons open-source licenses.
  
Using the latest in virtualization technology, each release of the system is packaged as a [http://en.wikipedia.org/wiki/Virtual_appliance virtual appliance], making it possible to run on any consumer-grade hardware and operating system, even directly from a USB key. This means an entire suite of digital preservation tools is now available to the average archivist from one simple installation.
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[[File:OAIS.png|thumb|left|500px|OAIS reference model]]
  
Archivematica does not prescribe a specific SIP format, essentially accepting files for ingest with as much or as little metadata as is available. It runs the SIP through standard quarantine, identification, validation, metadata extraction and normalisation processes using a variety of tools such as FITS, Xena and Clam AV. Archivematica packages AIPs using PREMIS, METS and Library of Congress’ Bagit format. The Archivematica virtual appliance is able to interact with any number of networked or external storage devices to allow for the flexible implementation of an archival storage and backup strategy, which can range from using a simple filesystem to sophisticated vendor storage arrays. It then prepares DIP access derivatives and sends these to a web-enabled application such as ICA-AtoM or Archon for further enhancement of descriptive metadata, integration into existing institutional archival descriptions and public access.
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==Micro-services design pattern==
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Archivematica implements a [http://www.cdlib.org/services/uc3/curation/ micro-service] approach to digital preservation. The Archivematica micro-services are granular system tasks which operate on a conceptual entity that is equivalent to an OAIS information package: Submission Information Package (SIP), Archival Information Package (AIP), Dissemination Information Package (DIP). The physical structure of an information package will include files, checksums, logs, submission documentation, XML metadata, etc..  
  
The project goal is to give archivists with limited technical and financial capacity the tools, methodology and confidence to begin preserving digital information today. The project has conducted a thorough OAIS use case and process analysis to synthesize the specific, concrete steps that must be carried out to comply with the OAIS functional model from Ingest to Access. Wherever possible, these steps are assigned to software tools within the Archivematica system. If it is not possible to automate these steps in the current system iteration, they are incorporated and documented into a manual procedure to be carried out by the end user, including file format-specific preservation plans. This ensures that the entire set of preservation requirements is being carried out, even in the very early iterations of the system. In short, the system is conceptualized as an integrated whole of technology, people and procedures, not just a set of software tools.
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These information packages are processed using a series of micro-services. Micro-services are provided by a combination of Archivematica Python scripts and one or more of the free, open-source [[External tools|software tools]] bundled in the Archivematica system. Each micro-service results in a success or error state and the information package is processed accordingly by the next micro-service. There are a variety of mechanisms used to connect the various micro-services together into complex, custom workflows. Micro-services can be distributed to processing clusters for highly scalable configurations.
  
Archivematica is still in early development and recognizes that it will always have technical gaps to fill, given the extraordinary complexity of the digital preservation domain. Therefore, the project has established an agile and open development methodology which is focused on rapid, iterative release cycles, each of which improves incrementally upon the system's requirements, software and documentation.
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==Dashboard==
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[[Image:CreateSIPs-10.png|500px|thumb|left|In Dashboard: A transfer that is has completed micro-service jobs in the transfer workflow to be packaged into a SIP, arranged in Ingest or stored in the backlog]]
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The web dashboard allow users to process, monitor and control the Archivematica workflow processes. It is developed using Python-based Django MVC framework. The Dashboard provides a multi-user interface that reports on the status of system events and makes it simpler to control and trigger specific micro-services. This interface allows users to easily add or edit metadata, coordinate AIP and DIP storage and provide preservation planning information. Notifications include error reports, monitoring of MCP tasks and manual approvals in the workflow. The dashboard also supports a transfer backlog linked to accession data as well as indexing, analysis, arrangement and minimal description of transfer(s) into SIP(s). An administration area allows users to manage storage locations, configuration of micro-services, alteration of preservation plans and user access levels.
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==Format policies==
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Archivematica maintains the original format of all ingested files to support migration and emulation strategies. However, the primary preservation strategy is to normalize files to preservation and access formats upon ingest. Archivematica groups file formats into [[Media_type_preservation_plans|format policies]]  (e.g. text, audio, video, raster image, vector image, etc.). Archivematica's preservation formats must all be open standards. Additionally, the choice of formats is based on community best practices, availability of free and open-source normalization tools, and an analysis of the significant characteristics for each media type. The choice of access formats is based largely on the ubiquity of web-based viewers for the file format.
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Archivematica format policies are managed in a structured, online format policy registry ([[Format_policy_registry_requirements|FPR]]) that brings together format identification information with significant characteristic analysis, risk assessments and normalization tool information to arrive at default preservation format and access format policies for Archivematica. This registry is synced with [http://www.nationalarchives.gov.uk/PRONOM/Default.aspx PRONOM], and the goal is to ultimately integrate other registries like the [http://corereg.arts.gla.ac.uk/PlanetsCoreRegistry/welcome.html Planets Core Registry] and/or the  [http://www.udfr.org/ Universal Digital Format Registry] (UDFR). Archivematica installations use the FPR to update their local, default policies. Users are free to determine their own format preservation policies, whether based on alternate institutional policies or developed through the use of a formal preservation policy tool like Plato. The system is configured to make it simple to add new normalization tools and customize local format policies.
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==From Transfer to SIP to AIP and DIP==
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The primary function of Archivematica is to process digital transfers (accessioned digital objects), turn them into Submission Information Packages (SIPs), apply format policies and create high-quality, repository-independent Archival Information Packages (AIP) using [http://www.loc.gov/standards/mets/ METS], [http://www.loc.gov/standards/premis/ PREMIS] and [https://confluence.ucop.edu/download/attachments/16744580/BagItSpec.pdf?version=1 Bagit]. Archivematica is bundled with AtoM, but is designed to upload Dissemination Information Packages (DIP), containing descriptive metadata and web-ready access copies, to several access systems (e.g. Dspace, ContentDM, etc.).
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[[File:AMarch.png|500px|left|thumb|Archivematica Ingest infrastructure overview]]
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==Lowering the barriers to best-practice digital preservation==
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The goal of the Archivematica project is to give archivists and librarians with limited technical and financial capacity the tools, methodology and confidence to begin preserving digital information today. The project has conducted a thorough [[OAIS Use Cases|OAIS use case]] and process analysis to synthesize the specific, [[UML Activity Diagrams|concrete steps]] that must be carried out to comply with the OAIS functional model from Ingest to Access. Through deployment experiences and user feedback, the project has expanded even beyond OAIS to address analysis and arrangement of transferred digital objects into SIPs and allow for archival appraisal at multiple decision points. Wherever possible, these requirements are assigned to software tools within the Archivematica system. If it  is not possible to automate these steps in the current system iteration, they are incorporated and [[Documentation|documented]] into a manual procedure to be carried out by the end user. This ensures that the entire set of preservation requirements is being carried out, even in the early, pre 1.0 system releases. In short, the system is conceptualized as an integrated whole of technology, people and procedures, not just a set of software tools. For institutions that want technical assistance to install and customize Archivematica, optional [http://artefactual.com/archivematica.html technical support services] are provided by Artefactual Systems.
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All of the software, documentation and development infrastructure are available free of charge and released under AGPL and Creative Commons licenses to give users the freedom to study, adapt and re-distribute these resources as best suits them. Rather than spend precious funding on proprietary software licenses that restrict these freedoms, the Archivematica project encourages memory institutions tackling the challenges of digital preservation to pool their financial and technical resources in projects like Archivematica to maximize their long-term investments for the benefit of their colleagues, users and professional community as a whole.
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[[Contribute code|Code contributions]], [https://projects.artefactual.com/projects/archivematica bug reports], wiki [[Special:UserLogin|documentation updates]] along with questions and feedback on the [http://groups.google.ca/group/archivematica discussion list] are strongly encouraged and welcomed.
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Commercial licenses and commercial use of the Archivematica name and logo [[trademark|trademarks]] may be negotiated with [http://artefactual.com Artefactual Systems] on a case-by-case basis.
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== Agile development ==
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Digital preservation systems must implement strategies that deal with technology obsolescence and incompatibility to ensure that digital objects remain authentic, accessible and useable for future use. The technologies that create digital objects and the technology available to manage them are constantly changing. Therefore, the Archivematica project has established an [[wikipedia:Agile software development|agile software development]] methodology to manage the perpetual maintenance and development of the system. This methodology is focused on rapid, iterative release cycles, each of which improves upon the system's [[Technical_Architecture|architecture]], [[requirements]], [[External_tools|tools]], [[documentation]], and [[development]] resources.
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__NOTOC__

Latest revision as of 20:41, 9 March 2017

Main Page > Documentation > Technical Architecture > Overview

Open source OAIS[edit]

Archivematica provides an integrated suite of free and open-source tools that allows users to process digital objects from ingest to archival storage and access in compliance with the ISO-OAIS functional model and other digital preservation standards and best practices. All of the Archivematica code and documentation is released under AGPL and Creative Commons open-source licenses.

OAIS reference model

Micro-services design pattern[edit]

Archivematica implements a micro-service approach to digital preservation. The Archivematica micro-services are granular system tasks which operate on a conceptual entity that is equivalent to an OAIS information package: Submission Information Package (SIP), Archival Information Package (AIP), Dissemination Information Package (DIP). The physical structure of an information package will include files, checksums, logs, submission documentation, XML metadata, etc..

These information packages are processed using a series of micro-services. Micro-services are provided by a combination of Archivematica Python scripts and one or more of the free, open-source software tools bundled in the Archivematica system. Each micro-service results in a success or error state and the information package is processed accordingly by the next micro-service. There are a variety of mechanisms used to connect the various micro-services together into complex, custom workflows. Micro-services can be distributed to processing clusters for highly scalable configurations.

Dashboard[edit]

In Dashboard: A transfer that is has completed micro-service jobs in the transfer workflow to be packaged into a SIP, arranged in Ingest or stored in the backlog

The web dashboard allow users to process, monitor and control the Archivematica workflow processes. It is developed using Python-based Django MVC framework. The Dashboard provides a multi-user interface that reports on the status of system events and makes it simpler to control and trigger specific micro-services. This interface allows users to easily add or edit metadata, coordinate AIP and DIP storage and provide preservation planning information. Notifications include error reports, monitoring of MCP tasks and manual approvals in the workflow. The dashboard also supports a transfer backlog linked to accession data as well as indexing, analysis, arrangement and minimal description of transfer(s) into SIP(s). An administration area allows users to manage storage locations, configuration of micro-services, alteration of preservation plans and user access levels.

Format policies[edit]

Archivematica maintains the original format of all ingested files to support migration and emulation strategies. However, the primary preservation strategy is to normalize files to preservation and access formats upon ingest. Archivematica groups file formats into format policies (e.g. text, audio, video, raster image, vector image, etc.). Archivematica's preservation formats must all be open standards. Additionally, the choice of formats is based on community best practices, availability of free and open-source normalization tools, and an analysis of the significant characteristics for each media type. The choice of access formats is based largely on the ubiquity of web-based viewers for the file format.

Archivematica format policies are managed in a structured, online format policy registry (FPR) that brings together format identification information with significant characteristic analysis, risk assessments and normalization tool information to arrive at default preservation format and access format policies for Archivematica. This registry is synced with PRONOM, and the goal is to ultimately integrate other registries like the Planets Core Registry and/or the Universal Digital Format Registry (UDFR). Archivematica installations use the FPR to update their local, default policies. Users are free to determine their own format preservation policies, whether based on alternate institutional policies or developed through the use of a formal preservation policy tool like Plato. The system is configured to make it simple to add new normalization tools and customize local format policies.

From Transfer to SIP to AIP and DIP[edit]

The primary function of Archivematica is to process digital transfers (accessioned digital objects), turn them into Submission Information Packages (SIPs), apply format policies and create high-quality, repository-independent Archival Information Packages (AIP) using METS, PREMIS and Bagit. Archivematica is bundled with AtoM, but is designed to upload Dissemination Information Packages (DIP), containing descriptive metadata and web-ready access copies, to several access systems (e.g. Dspace, ContentDM, etc.).


Archivematica Ingest infrastructure overview

Lowering the barriers to best-practice digital preservation[edit]

The goal of the Archivematica project is to give archivists and librarians with limited technical and financial capacity the tools, methodology and confidence to begin preserving digital information today. The project has conducted a thorough OAIS use case and process analysis to synthesize the specific, concrete steps that must be carried out to comply with the OAIS functional model from Ingest to Access. Through deployment experiences and user feedback, the project has expanded even beyond OAIS to address analysis and arrangement of transferred digital objects into SIPs and allow for archival appraisal at multiple decision points. Wherever possible, these requirements are assigned to software tools within the Archivematica system. If it is not possible to automate these steps in the current system iteration, they are incorporated and documented into a manual procedure to be carried out by the end user. This ensures that the entire set of preservation requirements is being carried out, even in the early, pre 1.0 system releases. In short, the system is conceptualized as an integrated whole of technology, people and procedures, not just a set of software tools. For institutions that want technical assistance to install and customize Archivematica, optional technical support services are provided by Artefactual Systems.

All of the software, documentation and development infrastructure are available free of charge and released under AGPL and Creative Commons licenses to give users the freedom to study, adapt and re-distribute these resources as best suits them. Rather than spend precious funding on proprietary software licenses that restrict these freedoms, the Archivematica project encourages memory institutions tackling the challenges of digital preservation to pool their financial and technical resources in projects like Archivematica to maximize their long-term investments for the benefit of their colleagues, users and professional community as a whole.

Code contributions, bug reports, wiki documentation updates along with questions and feedback on the discussion list are strongly encouraged and welcomed.

Commercial licenses and commercial use of the Archivematica name and logo trademarks may be negotiated with Artefactual Systems on a case-by-case basis.

Agile development[edit]

Digital preservation systems must implement strategies that deal with technology obsolescence and incompatibility to ensure that digital objects remain authentic, accessible and useable for future use. The technologies that create digital objects and the technology available to manage them are constantly changing. Therefore, the Archivematica project has established an agile software development methodology to manage the perpetual maintenance and development of the system. This methodology is focused on rapid, iterative release cycles, each of which improves upon the system's architecture, requirements, tools, documentation, and development resources.