Information Preservation

Code:

CINF048

Acronym:

PI

Keywords
Classification	Keyword
OFICIAL	Information Science

Instance: 2016/2017 - 2S

Active?	Yes
Responsible unit:	Department of Communication and Information Sciences
Course/CS Responsible:	Bachelor of Arts in Information Science

Cycles of Study/Courses

Acronym	No. of Students	Study Plan	Curricular Years	Credits UCN	Credits ECTS	Contact hours	Total Time
CINF	40	CINF - Study Plan	3	-	6	56	162

Teaching language

Portuguese

Objectives

1- Understand and place preservation and its management in a systemic approach, as part of the organizational information system (OIS) management and throughout the information life cycle (theoretical, organizational, physical / material and operational perspectives)

2- Acquire basic knowledge/skills to provide long term information preservation and continuous access (models, requirements, strategies, processes, techniques, tools, services), considering the nature of information, layers to be preserved, life cycle phase, production / acquisition / capture, processing, selection, organization, representation, communication, retrieval, use and storage options/methodologies, and technological platform/medium on which it is recorded

3- Acquire the ability to collaborate in the planning/implementation of a preservation strategic plan and operational/preventive and safety plan; a digitization project and creation, management and certification of digital repositories, either in digital or hybrid OIS.

Learning outcomes and competences

Acquire basic knowledge/skills to provide long term information preservation and continuous access (models, requirements, strategies, processes, techniques, tools, services), considering the nature of information, layers to be preserved, life cycle phase, production / acquisition / capture, processing, selection, organization, representation, communication, retrieval, use and storage options/methodologies, and technological platform/medium on which it is recorded.
Acquire the ability to collaborate in the planning/implementation of a preservation strategic plan and operational/preventive and safety plan; a digitization project and creation, management and certification of digital repositories, either in digital or hybrid OIS.

Working method

Presencial

Pre-requirements (prior knowledge) and co-requirements (common knowledge)

Information Management

 

Program

I. INFORMATION PRESERVATION
1. Preservation and Information Services
2. Evolution and challenges in the Information Era: the PRESERVMAP
3. Theoretical and conceptual framework
4. Preservation as a variable of Information Management

II. MEDIA MATERIALS AND TECHNOLOGICAL PLATFORMS
1. Traditional media: materials and production processes
2. Digital media: complexity, dependence on technology and obsolescence
 
III. MEDIA TRANSFER / REPLACEMENT AND DEMATERIALIZATION PROCESSES
1. Evolution: the photocopy, photograph, microfilm and digitization
2. Planning the transfer / replacement of physical media and dematerialization process

IV. PRESERVATION IMPLEMENTATION
1. From the empirical models to a preservation systemic model
2. Preservation strategies
3. Conceptual and requirements models, metadata: and standards
4. Preservation tools, services and platforms
5. Preservation management
6. Audit and certification of digital repositories

V. POLICIES, PLANNING AND MANAGEMENT
1. Preservation and security policy
2. Preservation and security plan
3. Emergency plan
4. Assessment and risk management

Mandatory literature

DEEGAN, Marilyn; TANNER, Simon; Digital Preservation, Facet Publishing, 2006. ISBN: 978-1-85604-485-1
DUREAU, J.M.; CLEMENS D. W. G.; Princípios para a preservação e conservação de espécies bibliográficas, Biblioteca Nacional, 1992. ISBN: 972–565–155-3
FLIEDER, Françoise; DUCHEIN, Michel; Livros e documentos de arquivo : preservação e conservação, BAD, 1993. ISBN: 972-9067-16-3
PAVÃO, Luís; Preservação de fotografia na era do digital, 2002. ISBN: 0873-5670
PINTO, Maria Manuela Gomes de Azevedo ; PRESERVMAP : Um roteiro da preservação na era digital, Edições Afrontamento; CETAC.MEDIA, 2009. ISBN: 978-972-36-1070-3
THIBODEAU, Kenneth; Overview of Technological Approaches to Digital Preservation and Challenges in Coming Years, 2002
UNESCO; Charter on the Preservation of the Digital Heritage, 2003
UNESCO; Guidelines for the preservation of digital heritage , 2003
ISO. International Organization for Standardization; ISO 16363
ISO. International Organization for Standardization; ISO/TR 13028
ULL; ISO/TR 18492:2005
ISO. International Organization for Standardization; ISO 14721

Complementary Bibliography

SMITH, Abby; Authenticity in digital environment, 2001. ISBN: 0873-5670
ZEIER, Franz; Books, boxes and portfolios : binding, construction and design step-by-step, Design Press, 1990. ISBN: 0-8306-3483-5
PAVÃO, Luís; Conservação de colecções de fotografia, Dinalivro, 1997. ISBN: 972-576-130-8
Electronic records : a workbook for archivists, ICA, 2005
CABRAL, Maria Luísa; Amanhã é sempre longe demais : crónicas de preservação & conservação, Gabinete de Estudos a&b, 2002. ISBN: 972-98827-1-1
HAZEN, Dan; HORREL, Jeffrey; MERRYLL-OLDHAM, Jan; Selection research collections for digitisation, Council on Library and Information Resources ; European Commission on Preservation and Access
Preserving the digital heritage : Principles and policies, Netherlands National Commission for UNESCO, European Commission on Preservation and Access, 2007. ISBN: 978-90-6984-523-4
BUCHANAN, Sally A.; Prevenção contra desastres: instruções para formação em planeamento e recuperação, BAD, 2002
PINTO, Maria Manuela Gomes de Azevedo; Do ”efémero” ao “sistema de informação”: a preservação na era digital, 2005. ISBN: 0873-5670
ASSOCIAÇÃO PORTUGUESA DE BIBLIOTECÁRIOS ARQUIVISTAS E DOCUMENTALISTAS; Inquérito sobre o estado de conservação do património arquivístico e bibliográfico em Portugal, BAD, 1999
PINTO, Maria Manuela Gomes de Azevedo; Da acção à informação: o desafio digital, BAD, 2007. ISBN: 978-972-9067-37-2
STIELOW, Frederick; Building digital archives, descriptions, and displays : a how-to-do-it manual for archivists and librarians, Neal-Schuman Publishers, 2003. ISBN: 1-55570-463-8
IFLA; Directrizes da IFLA para a conservação e o manuseamento de documentos de biblioteca , Biblioteca Nacional, 2004. ISBN: 972-565-306-8
PINTO, Maria Manuela Gomes de Azevedo; Preservmap : um roteiro da preservação na Era Digital, [s.n.], 2007
PINTO, Maria Manuela Gomes de Azevedo ; Gestão da Informação e Preservação Digital : uma perspectiva portuguesa de uma mudança de paradigma, Universitat Politècnica de València, 2009. ISBN: 978-84-936288-3-3
ISO. International Organization for Standardization; ISO 18921
ISO. International Organization for Standardization; ISO 18926
ISO. International Organization for Standardization; ISO 18927
ISO. International Organization for Standardization; ISO 19005-1
ISO. International Organization for Standardization; ISO 23950
ISO. International Organization for Standardization; ISO 24517-1
ISO. International Organization for Standardization; ISO 26324
ISO. International Organization for Standardization; ISO 27729
ISO. International Organization for Standardization; ISO 27730
ISO. International Organization for Standardization; ISO 30300
ISO. International Organization for Standardization; ISO 30301
ISO. International Organization for Standardization; ISO/IEC 17799
ISO. International Organization for Standardization; ISO/IEC 24751-1
ISO. International Organization for Standardization; ISO/IEC 24751-2
ISO. International Organization for Standardization; ISO/IEC 24751-3
ISO. International Organization for Standardization; ISO/TR 15801
ISO. International Organization for Standardization; ISO/TS 23081-1
ISO; ISO/TS 23081-2:2007 : Information and documentation : Records management processes : Metadata for records — Part 2: Conceptual and implementation issues, ISO, 2007
ISO. International Organization for Standardization; ISO/TR 23081-3
ISO; ISO/TR 22957:2009 - Document management : Analysis, selection and implementation of electronic document management systems (EDMS), ISO, 2009
ISO; 27001:2005 : Information technology : Security techniques : Information security management systems, ISO, 2005
ISO. International Organization for Standardization; ISO 12142:2001(E)
ISO. International Organization for Standardization; [ISO 15489-1]
ISO. International Organization for Standardization; ISO/TR 15489-2
CONSELHO INTERNACIONAL DE ARQUIVOS; Directrizes para o controlo e preservação de desastres em arquivos, Biblioteca Nacional, 1999
HIRTLE, Peter B.; Archival Authenticity in a Digital Age, 2001. ISBN: 0873-5670
IFLA principies for the care and handling of library material, IFLA / PAC, 1998
LYNCH, Clifford; Authenticity and integrity in the digital environment : an exploratory analysis of the central role of trust, 2002. ISBN: 0873-5670
PINTO, Maria Manuela Gomes de Azevedo; Uma era, uma visão, um paradigma : da teoria à prática, 2005. ISBN: 1645-4936
ISO; ISO/IEC PRF 26300:2006 : Information technology : Open Document Format for Office Applications (OpenDocument) v1.0 , ISO, 2006
REAL, Manuel Luís; A gestão do Arquivo Municipal do Porto, 2006. ISBN: 0873-5670
ISO. International Organization for Standardization; ISO 15836
ISO. International Organization for Standardization; ISO 16175-1
ISO. International Organization for Standardization; ISO 16175-2
ISO. International Organization for Standardization; ISO 16175-3

Teaching methods and learning activities

Theoretical and practical lectures with discussion and students active participation.
Presentation of case studies, projects, relevant activities and study visits.
Where appropriate, it will be explored the use and manipulation of resources, tools and applications specifically related with information preservation (following case studies and project’s presentations).
Distribution assessment with final exam: 2 hours exam without consultation (50%) + Research work, individual or in a group (50% - including (70%) a written report + (30%) oral presentation in the classroom).
Student may also present an optional work (individual): increases up to 2 grade-point (0/20) in the assessment component "Research work".

Software

MS PowerPoint

keywords

Humanities > Information science > Information management
Physical sciences > Computer science > Digital systems > Digital content
Technological sciences > Technology > Information technology

Evaluation Type

Distributed evaluation with final exam

Assessment Components

Designation	Weight (%)
Exame	50,00
Trabalho escrito	50,00
Total:	100,00

Amount of time allocated to each course unit

Designation	Time (hours)
Estudo autónomo	52,00
Frequência das aulas	56,00
Trabalho de investigação	54,00
Total:	162,00

Eligibility for exams

According to the Assessment Regulations in force.

Calculation formula of final grade

50% Written Exam (2 hours exam without consultation) + 50% Research work, individual or in a group (including 70% a written report + 30% oral presentation in the classroom)
The optional work (individual): increases up to 2 grade-point (0/20) in the assessment component "Practical work".

Examinations or Special Assignments

Not applicable

Internship work/project

 

Special assessment (TE, DA, ...)

According to the Assessment Regulations in force.

Classification improvement

According to the Assessment Regulations in force.

Observations

The practical work involves a mandatory component (under the topic of preservation in the digital environment) and an optional component (develop a digital portfolio). The mandatory component of the practical work will be subject of a written report (to deliver on the day of the exam) and oral presentation which is an admission requirement to the final exam.
The assessment requires all specified components (practical work and exam).