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Web	
  Archiving	
  Roundtable	
  Needs	
  
Assessment	
  Survey	
  Results	
  
John	
  Bence	
  and	
  Anna	
  Perricci	
  
SAA	
  2014	
  
August	
  13,	
  2014	
  
Thanks to all who responded!
We will post these slides
and more information on the
Web Archiving Roundtable blog
Who	
  responded?	
  
•  50	
  people	
  
–  41	
  SAA	
  members,	
  8	
  non	
  SAA	
  members,	
  1	
  was	
  not	
  sure	
  
•  Range	
  of	
  insEtuEon	
  types	
  
–  Higher	
  educaEon	
  
–  Businesses	
  and	
  nonprofits	
  
–  Museums	
  and	
  specialized	
  research	
  libraries	
  
–  State	
  and	
  naEonal	
  libraries	
  
Tools	
  &	
  staffing	
  
•  What	
  are	
  people	
  using?	
  
– 49%	
  Archive-­‐It,	
  12%	
  HTTrack,	
  11%	
  WaS-­‐CDL,	
  6%	
  Hanzo	
  
Archives;	
  28%	
  other	
  (alternately	
  or	
  addiEonally)	
  
•  Staffing	
  #	
  and	
  %	
  
– 46%	
  1	
  FTE,	
  36%	
  2-­‐3	
  FTE,	
  18%	
  4-­‐6+	
  FTE	
  	
  
– 80%	
  1-­‐10	
  hours/week	
  
What	
  we	
  learned	
  about	
  	
  
descrip?on	
  &	
  workflows	
  
•  DescripEve	
  pracEces	
  
–  37%	
  catalog	
  record,	
  25%	
  finding	
  aids	
  (37%	
  other)	
  
• DACS	
  use	
  
– Yes	
  39%,	
  No	
  43%	
  
• Local	
  best	
  pracEces	
  manual/guide	
  exists	
  
– Yes	
  15%,	
  No	
  85%	
  
Scale of collecting
On average, how many
distinct URLs or seeds
does your institution
crawl per year?
Answers ranged from 1
seed URL every 4 years
to 50,000,000
Flickr User: mynameisharsha
Photo URL: https://www.flickr.com/photos/mynameisharsha/5427691534/
License: CC BY-SA 2.0
What do you want to learn about web
archiving?
Do you have any suggestions on how the Web
Archiving Roundtable can help you develop
your knowledge of web archiving?	
  
Categories	
  we	
  iden?fied	
  based	
  on	
  the	
  33	
  responses:	
  
–  DescripEon	
  
–  PreservaEon	
  
–  Access/	
  Use	
  
–  Project	
  Management/	
  CollaboraEon	
  
–  Appraisal/	
  CollecEon	
  Dev/	
  Policy	
  
–  Technology/	
  Capture/	
  Tools	
  
–  Business	
  Case/	
  Costs/	
  Best	
  PracEces	
  
Breakdown	
  on	
  Categories	
  
PreservaEon:	
  3	
  
DescripEon:	
  4	
  
Access	
  /	
  Use:	
  6	
  	
  
Project	
  Management	
  /	
  CollaboraEon:	
  6	
  	
  
Appraisal	
  /	
  CollecEon	
  Development	
  /	
  Policy:	
  7	
  	
  
Technology	
  /	
  Capture/	
  Tools:	
  11	
  	
  	
  
Business	
  Case	
  /	
  Costs	
  /	
  Best	
  PracEces:	
  12	
  	
  
Inquiries	
  about	
  	
  
Descrip?on	
  
-­‐Metadata	
  best	
  pracEces	
  
-­‐Decision-­‐making	
  for	
  levels	
  of	
  
descripEon	
  and	
  access	
  
-­‐SelecEon	
  of	
  others'	
  policies	
  
and	
  finding	
  aids	
  for	
  
insEtuEonal	
  web	
  archives	
  
-­‐Template	
  for	
  descripEon	
  
Preserva?on	
  
-­‐	
  IntegraEon	
  with	
  
repositories	
  with	
  respect	
  to	
  
future	
  access	
  
-­‐PreservaEon	
  workflow	
  in	
  
repository	
  system	
  
Inquiries	
  about	
  	
  
Access	
  &	
  Use	
  
-­‐How	
  are	
  researchers	
  using	
  
web	
  archives?	
  How	
  can	
  
users	
  be	
  encouraged	
  to	
  use	
  
web	
  archives?	
  
-­‐Outreach	
  strategies	
  for	
  
potenEal	
  users	
  of	
  web	
  
archives	
  
-­‐What	
  are	
  opEons	
  for	
  access	
  
systems	
  (including	
  in-­‐
house/onsite	
  or	
  networked)	
  
Project	
  Management	
  &	
  
Collabora?on	
  
-­‐	
  Deeper	
  understanding	
  of	
  
workflows,	
  documentaEon,	
  
and	
  policies	
  
-­‐	
  Examples	
  of	
  workflows,	
  
documentaEon,	
  and	
  policies	
  
from	
  other	
  insEtuEons	
  
Inquiries	
  about	
  Appraisal/	
  Collec?on	
  
Development/	
  Policies	
  
-­‐	
  CreaEng	
  collecEon	
  
development	
  policies	
  for	
  
insEtuEons	
  
-­‐	
  How	
  to	
  work	
  with	
  content	
  
creators	
  for	
  best	
  capture	
  of	
  
content	
  
-­‐	
  Workflows	
  for	
  appraisal	
  
before	
  and	
  aker	
  capture	
  
-­‐	
  Policies	
  for	
  specific	
  issues	
  like	
  
permissions	
  to	
  acquire	
  third-­‐
party	
  content,	
  robots.txt,	
  etc.	
  
-­‐	
  More	
  dialogue	
  and	
  
development	
  of	
  best	
  pracEces	
  
concerning	
  appraisal	
  of	
  web	
  
content	
  
Inquiries	
  about	
  Technology/	
  	
  
Capture	
  /	
  Tools	
  
How to use specific tools better (e.g. scoping rules, QA
methods)
Comparison of strengthens, benefits of various tools
How to keep up on tool development and new technologies
Best approaches for handling social media, complex web
content (i.e. dynamically generated content) and proprietary
systems (i.e. SharePoint)
Quality Assurance tools/options
Integration of web archiving tools with repository systems
Inquiries	
  about	
  Business	
  Case/	
  Costs/	
  	
  
Best	
  Prac?ces	
  
-­‐Explaining	
  value,	
  jusEfying	
  
expense	
  and	
  requesEng	
  
funding	
  for	
  web	
  archiving	
  (e.g.	
  
to	
  administrators,	
  colleagues	
  
&	
  users)	
  
-­‐EsEmaEng	
  size	
  and	
  cost	
  
model	
  for	
  web	
  archiving	
  
Are	
  there	
  any	
  best	
  prac?ces	
  
for:	
  
-­‐working	
  with	
  site	
  creators	
  
-­‐using	
  web	
  archiving	
  tools	
  
-­‐cataloging/metadata	
  
-­‐permissions	
  &	
  policy	
  making	
  
If	
  there	
  are	
  best	
  prac?ces,	
  	
  
how	
  can	
  I	
  learn	
  more	
  about	
  them?	
  
Levels	
  of	
  interest	
  in	
  educa?on
• 30 interested in
participating in some kind
of online educational
engagement
• 26 said ‘yes, podcasts or
other prerecorded video
is of interest (equally to
interest in webinars or
live demos)’
Image credit: http://imgur.com/gallery/NWJ12Pl
• 30 interested in participating in
some kind of interactive online
educational engagement
• Yes, I am interested in
participating in a live online forum
(virtual meeting) to share web
archiving experiences –20
• Yes, I am interested in
participating in an online forum
that is text based (e.g. text based
discussion board or wiki) –22
• Yes, I would like to teach a
webinar -- 2
• 10 not interested in any option
offered, 10 did not respond
• 26 Yes, podcasts or other
prerecorded video is of interest
(equally to interest in webinars or
live demos)
• 13 people said they were less
interested or not interested in ,
podcasts or other prerecorded
video
• 3 were more interested in videos
or podcasts than webinars or live
demos
• 9 did not respond
Takeaways
Image source: http://www.thebraiser.com/wp-content/uploads/2012/12/chinese.jpg
Moving	
  forward
Training	
  next	
  steps	
  
Will	
  reach	
  out	
  to	
  community	
  
for	
  instructors	
  and	
  develop	
  
curriculum	
  
Will	
  choose	
  plaoorm(s)	
  
	
   	
  -­‐explore	
  opEons	
  for	
  
	
  live	
  and	
  recorded	
  
	
  video/demos	
  
Image source: http://imgur.com/gallery/vG7KE48
Building	
  beWer	
  knowledge	
  base	
  on	
  web	
  
archiving	
  fundamentals	
  and	
  use	
  cases	
  
Text based community built resources (knowledge base /
forum/wiki)
Building a tool kit for business cases for web archives
Developing better use cases
Option: reaching out to web
archiving service providers
Documentation and
troubleshooting
(continuing)
Request training on
specific topics (i.e. setting
scoping rules)
Flickr User: Michael Wifall
Photo URL: https://flic.kr/p/hr452t
License: CC BY-SA 2.0
Opportunities for discussion:
Today and on an ongoing basis
Image credit: http://www.idocampaigns.com/Editor/assets/iStock_000014314309_Large.jpg
How	
  you	
  can	
  get	
  involved!	
  
Sugges?ons	
  &	
  ideas?	
  
-­‐Email	
  us	
  (WA	
  RT	
  steering	
  
commipee	
  members)	
  
-­‐Email	
  the	
  WA	
  RT	
  list:	
  
webarchiving@forums.archivists.org	
  
-­‐Tweet	
  us	
  @Web_ArchRT	
  
Step	
  up	
  to	
  the	
  plate	
  to	
  help:	
  
-­‐Teaching/curriculum	
  
development	
  
-­‐Blog	
  posts	
  
-­‐Weekly	
  link	
  roundup	
  
contribuEons	
  
-­‐Help	
  build	
  or	
  share	
  tools,	
  
policies	
  and	
  resources	
  with	
  
community	
  
Feedback	
  or	
  ques?ons	
  about	
  this	
  
presenta?on	
  or	
  the	
  survey?	
  
•  John	
  
–  jbence@emory.edu	
  
–  @jdbence	
  
•  Anna	
  
–  alp2198@columbia.edu	
  
–  @AnnaPerricci	
  
Thanks!
Image credit: Anna Perricci

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SAA Web Archiving Roundtable Education Needs Assessment Survey Results

  • 1. Web  Archiving  Roundtable  Needs   Assessment  Survey  Results   John  Bence  and  Anna  Perricci   SAA  2014   August  13,  2014  
  • 2. Thanks to all who responded! We will post these slides and more information on the Web Archiving Roundtable blog
  • 3. Who  responded?   •  50  people   –  41  SAA  members,  8  non  SAA  members,  1  was  not  sure   •  Range  of  insEtuEon  types   –  Higher  educaEon   –  Businesses  and  nonprofits   –  Museums  and  specialized  research  libraries   –  State  and  naEonal  libraries  
  • 4.
  • 5. Tools  &  staffing   •  What  are  people  using?   – 49%  Archive-­‐It,  12%  HTTrack,  11%  WaS-­‐CDL,  6%  Hanzo   Archives;  28%  other  (alternately  or  addiEonally)   •  Staffing  #  and  %   – 46%  1  FTE,  36%  2-­‐3  FTE,  18%  4-­‐6+  FTE     – 80%  1-­‐10  hours/week  
  • 6.
  • 7.
  • 8. What  we  learned  about     descrip?on  &  workflows   •  DescripEve  pracEces   –  37%  catalog  record,  25%  finding  aids  (37%  other)   • DACS  use   – Yes  39%,  No  43%   • Local  best  pracEces  manual/guide  exists   – Yes  15%,  No  85%  
  • 9.
  • 10. Scale of collecting On average, how many distinct URLs or seeds does your institution crawl per year? Answers ranged from 1 seed URL every 4 years to 50,000,000 Flickr User: mynameisharsha Photo URL: https://www.flickr.com/photos/mynameisharsha/5427691534/ License: CC BY-SA 2.0
  • 11. What do you want to learn about web archiving? Do you have any suggestions on how the Web Archiving Roundtable can help you develop your knowledge of web archiving?   Categories  we  iden?fied  based  on  the  33  responses:   –  DescripEon   –  PreservaEon   –  Access/  Use   –  Project  Management/  CollaboraEon   –  Appraisal/  CollecEon  Dev/  Policy   –  Technology/  Capture/  Tools   –  Business  Case/  Costs/  Best  PracEces  
  • 12. Breakdown  on  Categories   PreservaEon:  3   DescripEon:  4   Access  /  Use:  6     Project  Management  /  CollaboraEon:  6     Appraisal  /  CollecEon  Development  /  Policy:  7     Technology  /  Capture/  Tools:  11       Business  Case  /  Costs  /  Best  PracEces:  12    
  • 13.
  • 14. Inquiries  about     Descrip?on   -­‐Metadata  best  pracEces   -­‐Decision-­‐making  for  levels  of   descripEon  and  access   -­‐SelecEon  of  others'  policies   and  finding  aids  for   insEtuEonal  web  archives   -­‐Template  for  descripEon   Preserva?on   -­‐  IntegraEon  with   repositories  with  respect  to   future  access   -­‐PreservaEon  workflow  in   repository  system  
  • 15. Inquiries  about     Access  &  Use   -­‐How  are  researchers  using   web  archives?  How  can   users  be  encouraged  to  use   web  archives?   -­‐Outreach  strategies  for   potenEal  users  of  web   archives   -­‐What  are  opEons  for  access   systems  (including  in-­‐ house/onsite  or  networked)   Project  Management  &   Collabora?on   -­‐  Deeper  understanding  of   workflows,  documentaEon,   and  policies   -­‐  Examples  of  workflows,   documentaEon,  and  policies   from  other  insEtuEons  
  • 16. Inquiries  about  Appraisal/  Collec?on   Development/  Policies   -­‐  CreaEng  collecEon   development  policies  for   insEtuEons   -­‐  How  to  work  with  content   creators  for  best  capture  of   content   -­‐  Workflows  for  appraisal   before  and  aker  capture   -­‐  Policies  for  specific  issues  like   permissions  to  acquire  third-­‐ party  content,  robots.txt,  etc.   -­‐  More  dialogue  and   development  of  best  pracEces   concerning  appraisal  of  web   content  
  • 17. Inquiries  about  Technology/     Capture  /  Tools   How to use specific tools better (e.g. scoping rules, QA methods) Comparison of strengthens, benefits of various tools How to keep up on tool development and new technologies Best approaches for handling social media, complex web content (i.e. dynamically generated content) and proprietary systems (i.e. SharePoint) Quality Assurance tools/options Integration of web archiving tools with repository systems
  • 18. Inquiries  about  Business  Case/  Costs/     Best  Prac?ces   -­‐Explaining  value,  jusEfying   expense  and  requesEng   funding  for  web  archiving  (e.g.   to  administrators,  colleagues   &  users)   -­‐EsEmaEng  size  and  cost   model  for  web  archiving   Are  there  any  best  prac?ces   for:   -­‐working  with  site  creators   -­‐using  web  archiving  tools   -­‐cataloging/metadata   -­‐permissions  &  policy  making   If  there  are  best  prac?ces,     how  can  I  learn  more  about  them?  
  • 19. Levels  of  interest  in  educa?on • 30 interested in participating in some kind of online educational engagement • 26 said ‘yes, podcasts or other prerecorded video is of interest (equally to interest in webinars or live demos)’ Image credit: http://imgur.com/gallery/NWJ12Pl
  • 20. • 30 interested in participating in some kind of interactive online educational engagement • Yes, I am interested in participating in a live online forum (virtual meeting) to share web archiving experiences –20 • Yes, I am interested in participating in an online forum that is text based (e.g. text based discussion board or wiki) –22 • Yes, I would like to teach a webinar -- 2 • 10 not interested in any option offered, 10 did not respond • 26 Yes, podcasts or other prerecorded video is of interest (equally to interest in webinars or live demos) • 13 people said they were less interested or not interested in , podcasts or other prerecorded video • 3 were more interested in videos or podcasts than webinars or live demos • 9 did not respond
  • 22. Moving  forward Training  next  steps   Will  reach  out  to  community   for  instructors  and  develop   curriculum   Will  choose  plaoorm(s)      -­‐explore  opEons  for    live  and  recorded    video/demos   Image source: http://imgur.com/gallery/vG7KE48
  • 23. Building  beWer  knowledge  base  on  web   archiving  fundamentals  and  use  cases   Text based community built resources (knowledge base / forum/wiki) Building a tool kit for business cases for web archives Developing better use cases
  • 24. Option: reaching out to web archiving service providers Documentation and troubleshooting (continuing) Request training on specific topics (i.e. setting scoping rules) Flickr User: Michael Wifall Photo URL: https://flic.kr/p/hr452t License: CC BY-SA 2.0
  • 25. Opportunities for discussion: Today and on an ongoing basis Image credit: http://www.idocampaigns.com/Editor/assets/iStock_000014314309_Large.jpg
  • 26. How  you  can  get  involved!   Sugges?ons  &  ideas?   -­‐Email  us  (WA  RT  steering   commipee  members)   -­‐Email  the  WA  RT  list:   webarchiving@forums.archivists.org   -­‐Tweet  us  @Web_ArchRT   Step  up  to  the  plate  to  help:   -­‐Teaching/curriculum   development   -­‐Blog  posts   -­‐Weekly  link  roundup   contribuEons   -­‐Help  build  or  share  tools,   policies  and  resources  with   community  
  • 27. Feedback  or  ques?ons  about  this   presenta?on  or  the  survey?   •  John   –  jbence@emory.edu   –  @jdbence   •  Anna   –  alp2198@columbia.edu   –  @AnnaPerricci