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Introduction to Digital Preservation Planning for Research Managers

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Course Information


Introduction to Digital Preservation Planning for Research Managers

Using a combination of tutor-led sessions and group work/discussions, the Introduction to Digital Preservation planning for Research Managers course is an introduction to digital preservation, specifically designed to look at planning for long-term preservation from the perspective of the research data manager.

Topic Areas Covered

What is digital preservation?

Find out about digital preservation and how and why it is important in the context of research data

Assess your research data

Develop an understanding of how digital objects behave and how you can make sure they survive for the longer term

Your Research Data Management plan

Learn how your plan can be adapted to intersect with preservation actions

Timing of interventions

Learn about managing content beyond the life of projects, capturing contextual information

Understanding drivers

A comprehensive summary of the key drivers and reasons for why you or your institution would want to preserve


Develop an understanding of why preservation storage has extra requirements beyond traditional IT storage

Migration for digital preservation

Learn how to plan for migration, as a strategy, and also what tools you can use

Making a business case

Learn about benefits, risks and costs and how you can use them to persuade your institution why digital preservation is important


Start time: 09:30

End time: 17:30

Course Code


Course Date

25th May 2017

Places Available


Course Leader

Stephanie Taylor / Ed Pinsent

Course Fee

Course Description

Learning Outcomes

By the end of this course you will gain an understanding of:

  • What digital preservation means, and how it can help research managers
  • How to assess content for preservation
  • How to integrate preservation planning into a research data management (RDM) plan
  • How to plan for preservation interventions
  • How to identify reasons and motivations for preservation for individual projects
  • What storage means, and the storage options that are available
  • How to select appropriate approaches and methods to support the needs of projects
  • How to prepare a business case for digital preservation


Is this course right for you?

This course is ideal for those who are:

  • Repository Managers
  • Research Data Managers
  • Research Data Support Managers
  • Research Librarians
  • Digital Librarians
  • Information Technology Managers
  • Surveying Officers
  • Archivists
  • Working/managing research data


What Previous Attendees Thought

  • “Excellent course. Covered all aspects very clearly and interestingly.”
  • “Really enjoyed the course, it felt very practical unlike other digital preservation courses I’ve done. A great overview but with enough practical details”. - Kiara King, Archivist at Ballast Trust Glasgow
  • “Very useful and well presented”.
  • “Excellent course; liked the pace and class exercises / discussions”.
  • “Great! Good examples, interesting, engaging presentation. Lots of opportunity to ask questions. Informal style.” - Cheryl Brown, Surveying Officer, Glasgow University


The Digital Preservation Training Programme (DPTP) is designed for all those working in institutional information management who are grappling with fundamental issues of digital preservation. It provides the skills, knowledge and confidence necessary for institutions to combine organisational and technological perspectives, and devise an appropriate response to the challenges that digital preservation needs present.


About the tutors:

Ed Pinsent

Ed Pinsent wrote the recent iterations of the Digital Preservation Training Programme, building on the work of Kevin Ashley, Jen Mitcham, William Kilbride, Patricia Sleeman and others. Ed is a senior archivist based within the Digital Preservation Team at CoSector, and has been involved in all aspects of digital preservation since 2004. He has a traditional archivist and records manager background, and brings to his teaching a wide range of skills and experience from numerous digital preservation projects.

Steph Taylor

Steph Taylor has a background in digital libraries and information management with wide experience of copyright and legal issues in the digital domain as applied to libraries, archives & institutional repositories.