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ArchivesSpace: Next Generation Archives Management System Bradley Westbrook ArchivesSpace Program Manager 23 September 2013 PROJECT OVERVIEW Archives Management System software that provides integrated support for the archival workflow,

  1. ArchivesSpace: Next Generation Archives Management System Bradley Westbrook ArchivesSpace Program Manager 23 September 2013

  2. PROJECT OVERVIEW

  3. Archives Management System software that provides integrated support for the archival workflow, including appraisal, accessioning, description, arrangement, publication of finding aids, collection management, and preservation (Lisa Spiro, Archival Management Software: Report for CLIR, 2009 http://www.clir.org/pubs/reports/spiro)

  4. ArchivesSpace: The Project • A project instigated and funded by the Andrew W. Mellon Foundation for integrating the best qualities of Archon and the Archivists’ Toolkit into a “next generation” archives management tool • Requires developing a sustainable partnership and community to support and foster the growth of the software • A community effort , led by the libraries of New York University, the University of Illinois at Urbana- Champaign, and the University of California, San Diego • Three phases: planning, development, and transitioning

  5. Multi-Faceted Project Team • Steering Group: Luc Declerck, David Millman, Beth Sandore, with Robin Dale • Technical Architect: Mark Matienzo • Development Manager: Katherine Kott • Stakeholder Team: Mark Matienzo (Product Owner), Chris Prom, Kyle Rimkus, Scott Schwartz, Annie Ross, Brad Westbrook (Archivists/Business Analysts), Joe Pawletko (Technical Advisor) • Development Team (Hudson Molonglo): James Bullen, Mark Triggs, Payten Giles, Brian Hoffman • Testing and Release Team: Sai Tadikonda, Brian Tingle, Adrian Turner (CDL); with Hudson Molonglo, Mark Matienzo, and Katherine Kott • Migration Team: Joe Pawletko (NYU), Nathan Stevens (AT), Chris Prom (Archon) plus Stakeholders and UIUC programmers

  6. Phase 1: Planning Fall 2009-Winter 2011 Technical planing – Functional requirements (archivesspace.org/documents/AT Archon HiLevel Reqs-- FINAL--2010127.pdf) – Application specifications (archivesspace.org/documents/Accession Specification-- FINAL--20100421.pdf) – Architecture (archivesspace.org/documents/ArchivesSpace_Technical_ Architecture_Report-FINAL-07302010.pdf) Business planning – Community Survey (www.chrisprom.com/stats.html) – Contracted consultant – Drafted Charter for product governance

  7. Phase 2: Development: July 2011-Fall 2013 Repository API, record All required management Basic front & edit, Workflow, Full application import/export, workflow, user back end authentication, search, EAD testing, beta UI templating & management infrastructure general import/export release customization workflow, import/export (July/Aug) (Nov/Dec) (May/June) reporting (Jan/Feb) (Sept/Oct) (Mar/Apr)

  8. KEY FACTS

  9. Requirements • Java 1.6 or higher; Java 1.7+ recommended • MySQL (not required, but strongly recommended for production use) • At least 512 MB RAM allocated to the application • ArchivesSpace has been tested on Linux (Red Hat and Ubuntu), Mac OS X, and Windows.

  10. Supported Browsers Browser Bronze Support Silver Support Gold Support Internet Explorer Yes No No 6-7 Internet Explorer Yes Yes No 8+ Firefox 7 and Yes Yes No below Firefox 8+ Yes Yes Yes Chrome Yes Yes Yes Safari 4 Yes No No Safari 5+ Yes Yes Yes

  11. Technology • JRuby, Sinatra, Rails • jQuery, Twitter Bootstrap • JSON, MySQL, Derby, Solr • RSpec, Selenium, SimpleCov • Git, Ant

  12. Architecture • Backend application takes care of data persistence and presents a RESTful API • Frontend applications present user interfaces and exchange JSON data with the backend via the API • Shared libraries for consistent and efficient handing of operations on JSON data objects • An indexer ensures that as data changes it is accurately reflected in the search indexes

  13. Standards Compliant • Content standards: ISAD(G), DACS, ISAAR-CPF • Data format standards: – Collections: EAD, MARCXML – Dig. Objects: METS (MODS/DC, PREMIS Tech/Rights), MARCXML, MODS, DC – Agents: EAC

  14. ArchivesSpace 1.0 Features • • Accession management Public discovery interface • • Multilevel archival description Import and export of EAD and with rapid data entry, with drag MARCXML; import of CSV; and drop user interface export of MODS, METS, & DC • • Digital object metadata Support for multiple repositories management and multi-tenancy • • Relationships between records REST API • • Location management Full-text search • • Event records for preservation Plugin architecture /collection management actions • Controlled value lists • Authority control for people, • Configurable permission corporate bodies, families, “groups” subjects, classifications, • LDAP authentication software

  15. ONE APPLICATION, TWO INTERFACES

  16. Public Interface

  17. Public Interface

  18. Public Interface

  19. Staff Interface

  20. Primary Modules

  21. Accessions

  22. Resources

  23. Digital Objects

  24. Subjects

  25. Agents

  26. Browsing

  27. Importing

  28. ArchivesSpace Sandboxes • Public interface: http://alpha.archivesspace.org:8081/ • Staff interface: http://alpha.archivesspace.org/ – Username: “admin” – Password: “admin”

  29. BUILDING COMMUNITY

  30. Organizational Home

  31. Membership • Model – Sliding scale membership fees – Intended to permit representation from a broad variety of archives types and sizes – Enrollment of general members has started – To request to become a member, contact Brad Westbrook, ArchivesSpace Program Manager (brad.westbrook@lyrasis.org or ArchivesSpaceHome@lyrasis.org) • General membership brochure: http://www.archivesspace.org/brochures/membership

  32. Fee Structure

  33. Membership Benefits • Access to user instruction manual, video tutorials, help support • Request new features • Participate in governance groups • Persistent application and community

  35. 54 Charter Members • American Congregational Association’s • Institute for Advanced Study [Shelby Congregational Library White and Leon Levy Archives Center] • Arizona State University • Johns Hopkins University • Boston City Archives and Records • Litchfield Historical Society • Brigham Young University • Luther College • Brooklyn Historical Society Library and • Massachusetts Institute for Archives Technology • • Claremont Colleges Library Mennonite Church USA Archives • • Clemson University Michael Feinstein Great American • Songbook Initiative Clerics of St Viator • • Michigan State University College of William and Mary • • Mississippi State University Columbia University • • Mojave Desert Heritage and Cultural Creighton University Association • Duke University • National Library of Australia • Eastern Michigan University • New York Public Library • Getty Research Institute • Harvard University • Indianapolis Museum of Art Library and Archives

  36. • • New York University University of Houston • • Northwestern University University of Illinois at Urbana- • Champaign Pennsylvania State University • • University of Iowa Princeton University • • University of Kentucky Purdue University • • University of Maryland Rockefeller Archive Center • • University of Michigan Santa Ana Public Library • • University of Minnesota Smithsonian Institution • • University of North Carolina at Stanford University Charlotte • Texas A&M University • University of Richmond • University of California, Berkeley • University of Tennessee • University of California, Irvine • University of Virginia • University of California, Los Angeles • University of West Florida • University of California, San Diego • Yale University

  37. Governance • Structure/Groups – Board of Trustees (5 elected seats) – User Advisory Council (10 appointments) – Technical Advisory Council (10 appointments) • Governance brochure (http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_ Governance_Brochure_20130715.pdf)

  39. Staffing • Program Manager, hired June 1, 2013 • Developer, under recruitment • Diverse LYRASIS staff: – Website design and development – Members tracking and accounting – IT and communications support

  40. Resources • ArchivesSpace website: http://www.archivesspace.org/ • ArchivesSpace FAQ: http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_FAQ_20130717v2-1.pdf • ArchivesSpace membership brochure: http://www.archivesspace.org/wp- content/uploads/2013/04/ArchivesSpace-Inline-Brochure.pdf • ArchivesSpace governance brochure: http://www.archivesspace.org/wp- content/uploads/2013/07/ArchivesSpace_Governance_Brochure_20 130715.pdf

  41. Questions?

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