Information Preservation

Code:

CINF048

Acronym:

PI

Keywords
Classification	Keyword
OFICIAL	Information Science

Instance: 2025/2026 - 2S

Active?	Yes
E-learning page:	https://moodle.up.pt/
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	33	Study plan	3	-	6	41	162

Teaching language

Suitable for English-speaking students

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 infocommunicational flow (theoretical, organizational, strategic 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, flow / management 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 and implementation of a preservation policy, strategic plan and operational/preventive and security plan; a digitization project and creation, management and certification of digital repositories (either in digital or hybrid information systems).

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, flow / management 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 security plan; a digitization project and creation, management and certification of digital repositories, either in digital or hybrid information systems.

Working method

Presencial

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

Information Management

Program

I. INFORMATION PRESERVATION
1. Information Preservation: evolution and concepts in the Digital Era
2. Preservation and Information Management: operationalizing the strategy

• From the empirical models to new preservation models (systemic view and digital medium)
•  A service-oriented approach

II. MEDIA MATERIALS AND TECHNOLOGICAL PLATFORMS
1. Digital media: complexity, dependence on technology and obsolescence
2. Traditional media: materials and production processes

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

IV. PRESERVATION OPERACIONALIZATION

1. Conceptual and requirements models, metadata and standards
2. Preservation strategies
3. Preservation tools, services and digital platforms
4. Preservation management
5. Media transfer / replacement and processes dematerialization
5. Audit and certification of digital repositories

Mandatory literature

Angela Dappert; Digital preservation metadata for practitioners. ISBN: 978-3-319-82905-0
BUCHANAN, Sally A.; Prevenção contra desastres: instruções para formação em planeamento e recuperação, BAD, 2002
CONSELHO INTERNACIONAL DE ARQUIVOS; Directrizes para o controlo e preservação de desastres em arquivos, Biblioteca Nacional, 1999
DEEGAN, Marilyn; TANNER, Simon; Digital Preservation, Facet Publishing, 2006. ISBN: 978-1-85604-485-1
David Giaretta; Advanced Digital Preservation, Springer, 2011
Digital Curation Centre; DCC - Curation Reference Manual, Digital Curation Centre
DIGITAL PRESERVATION COALITION ; Digital Preservation Handbook, revised 2nd edition, Digital Preservation Coalition, 2015
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
IFLA; Directrizes da IFLA para a conservação e o manuseamento de documentos de biblioteca , Biblioteca Nacional, 2004. ISBN: 972-565-306-8
ISO. International Organization for Standardization; ISO/TR 13028
ISO. International Organization for Standardization; ISO 14721
ISO. International Organization for Standardization; ISO 16363
ULL; ISO/TR 18492:2005
ISO; 27001:2005 : Information technology : Security techniques : Information security management systems, ISO, 2005
ISO. International Organization for Standardization; ISO 30300
ISO. International Organization for Standardization; ISO 30301
PAVÃO, Luís; Conservação de colecções de fotografia, Dinalivro, 1997. ISBN: 972-576-130-8
PAVÃO, Luís; Preservação de fotografia na era do digital, 2002. ISBN: 0873-5670
Pinto, Maria Manuela; Da flexibilização organizacional à centralidade dos Fluxos Infocomunicacionais: transições que estão inexoravelmente a acontecer, Fundación Olga Gallego., 2019
PINTO, Maria Manuela; Da Preservação de Documentos à Preservação da Informação, EDUFBA - Editora da Universidade Federal da Bahia , 2014. ISBN: ISBN: 978-85-232-1240-7 (https://repositorio-aberto.up.pt/handle/10216/70843)
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
REAL, Manuel Luís; A gestão do Arquivo Municipal do Porto, 2006. ISBN: 0873-5670
Schumacher, Jaime Thomas, Lynne M. VandeCreek, Drew Erdman, Stacey Hancks, Jeff Haykal, Aaisha Miner, Meg Prud'homme, Patrice-Andre Spalenka, Danielle; From Theory to Action: Good Enough Digital Preservation for Under-Resourced Cultural Heritage Institutions, 2014
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 - Bureau of Strategic Planning; Risk Management Handbook, UNESCO, 2010
Susan S Lazinger; Digital preservation and metadata

Complementary Bibliography

CABRAL, Maria Luísa; Amanhã é sempre longe demais : crónicas de preservação & conservação, Gabinete de Estudos a&b, 2002. ISBN: 972-98827-1-1
LYNCH, Clifford; Authenticity and integrity in the digital environment : an exploratory analysis of the central role of trust, 2002. ISBN: 0873-5670
UNESCO; Guidelines for the preservation of digital heritage , 2003
ZEIER, Franz; Books, boxes and portfolios : binding, construction and design step-by-step, Design Press, 1990. ISBN: 0-8306-3483-5
ISO. International Organization for Standardization; [ISO 15489-1]
ISO. International Organization for Standardization; ISO/TR 15489-2
ISO; ISO/TR 22957:2009 - Document management : Analysis, selection and implementation of electronic document management systems (EDMS), ISO, 2009
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/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. International Organization for Standardization; ISO 12142:2001(E)
ISO; ISO/IEC PRF 26300:2006 : Information technology : Open Document Format for Office Applications (OpenDocument) v1.0 , ISO, 2006
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 to information preservation (following case studies and project’s presentations).

Distributed assessment with final exam: 1h30 exam without consultation (50%) + Research work, individual or in a group (50% - including (70%) a written report + (30%) oral presentation in the classroom).

Software

MS Office
Archivematica
Libsafe

keywords

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

Evaluation Type

Distributed evaluation without final exam

Assessment Components

Designation	Weight (%)
Trabalho prático ou de projeto	50,00
Apresentação/discussão de um trabalho científico	20,00
Trabalho escrito	30,00
Total:	100,00

Amount of time allocated to each course unit

Designation	Time (hours)
Estudo autónomo	51,00
Frequência das aulas	41,00
Trabalho de investigação	50,00
Apresentação/discussão de um trabalho científico	20,00
Total:	162,00

Eligibility for exams

Mandatory attendance at 75% of classes.

Mandatory attendance at all scheduled oral presentations of the group project.

A minimum grade of 40% is required in any of the assessment components.

Calculation formula of final grade

1) Individual Assessment (IA) - 30% Written report of two study visits

2) Group assessment (GA) - 50% Practical written work + 20% oral presentation

Final grade = IA (30%) + GA (70%)

The teacher reserves the right to differentiate the grading of students in the same group, depending on the factual perception of the effort made by each element, as well as participation and discussion in the oral presentations.

Examinations or Special Assignments

Not applicable.

Internship work/project

Not applicable.

Special assessment (TE, DA, ...)

Students who attend under regimes other than the ordinary one carry out the assessment components when it takes place for other students.

Classification improvement

Students can improve their grade by taking a final exam in the appeal period.

Observations

The written component will be submitted during the exam period, and the oral presentation will occur at the end of the semester (in classroom space). 

The Portuguese text takes precedence over the English translation.