We all owe a debt of gratitude to those who come before us, and in that vein, we present here a copy of the output from the very first NDF conference that was held in May 2002. In reflecting on the challenges that were present in the early years of the new millennium, we also note that we continue to face many of the same issues and opportunities today. We should be proud of the progress made, but also reflect on the challenges that remain.

OUTPUT FROM THE 2002 INAUGURAL NDF CONFERENCE

THE NATIONAL DIGITAL FORUM

The National Digital Forum was held on 15-16 May 2002 at the National Library of New Zealand. The Forum was convened as the result of continuing discussions between the National Library and other heritage organisations interested in the opportunities presented by digitisation.
 
Through developing its own digitisation projects, the National Library had started working through some issues itself. In doing so, it had become aware of other organisations undertaking or contemplating digitisation activities and saw advantages in working together and co-ordinating activities.
 
At a meeting at the National Library of New Zealand in February 2002, interested parties – representatives from a wide range of organisations and institutions, including libraries, art galleries, museums, archives and the Ministry of Culture and Heritage – decided a National Forum was the best way in which to progress a number of issues relating to digitisation, including:

  • Legal – copyright, privacy, intellectual property

  • Funding Technical – especially developing common standards for interoperability

  • Maori/Treaty concerns Audiences and users – identifying and assessing demand Strategic policies – selection of materials, preservation, curatorial ethics.

  • It was felt a national, collaborative approach would: help avoid duplication of effort provide access to expertise, especially for smaller organisations facilitate problem solving provide a strong national platform from which to negotiate funding.

DESIRED OUTCOMES

A forum was seen as a chance to establish if there was a mandate for collective national action on digitisation. It was hoped a forum would lead to the establishment of:
 
ongoing arrangements for leadership and collaboration standards and guidelines to apply to future digitisation projects a process for ongoing communications to educate about digitisation.

THE FORUM

There was a positive response to the Forum, with over 150 participants from a wide spread of organisations, including the cultural heritage sector, multi-media companies and strong representation from museums, university and specialist libraries and archives

DIGITISATION OPPORTUNITIES, CHALLENGES, COLLABORATION AND ENDORSEMENT

Opportunities

  • Access – ability to provide better access to collections and institutions, 24 hours a day, seven days a week, and for those who traditionally may not have been able to access the material …those in remote locations, indigenous people, those with disabilities; also improving access to unique collections

  • Resource sharing to make better use of scarce resources; breaking down silos between organisations

  • Promoting a New Zealand identity – tourism, cultural heritage

  • Preservation – of collections, fragile materials

  • Education – providing and assisting different forms of educational experience, e.g. distance learning, research

  • Funding – making best use of scarce funding and creating new opportunities for funding

  • Career and skills development

  • Promoting excellence

  • Commercial opportunities – new opportunities for wealth creation and deriving economic returns, marketing to new markets

  • Community participation – involving communities in the creation of collections; reciprocity

  • Profile-raising for individual organisations

  • Reviewing or rethinking current practices in terms of using resources, storing artefacts, managing collections policies and practices

Challenges

  • Skills & training: Are our organisations/people able to take advantage of opportunities? Do they have the right skills and training?

  • Standards: How do we decide on standards? Are international standards suitable?

  • Ownership & property rights/ moral rights: How do we honour and present information correctly? How do we resolve issues of indigenous rights?

  • Sustainability/ funding: Can we maintain what we start up? Who pays? How do we care for and maintain digitised collections?

  • Why digitise? How can we work out what to digitise? It’s important to know why – we need to understand relevant information. Digitisation is a means not an end.

  • Raising expectations. If we start to provide access digitally does it raise expectations in terms of access to everything? Good faith actions vs potential disappointment.

  • Digital divide: How do we ensure users are involved in the process and ensure access to digital collections?

  • Leadership/ responsibility: Who leads? Who drives? Which institutions? Should there be a national infrastructure?

  • Technology: How do we go about digitising? Where do we go for advice?

Collaboration

  • Do we support some form of collaboration?

  • What do we collaborate on and who with? There are different drivers and benefits for different institutions.

  • Will we lose our individual identity or will it be enhanced?

  • Should we create something new and monolithic or take a ‘virtual’ collaborative approach?

Endorsement

  • A collaborative approach was unanimously endorsed, with the following criteria:

  • Have a clear purpose, outcomes and benefits

  • What is the purpose? Do we have clear outcomes & priorities? Are the benefits clear and articulated?

  • Get a mandate from government, institutions – Groups represented at the Forum, and those inside and outside the sectors represented

  • Promote a project mix – Look for quick wins and small projects.

  • Use Service Level Agreements as a collaboration mechanism, based on the model used by PictureAustralia.

  • Recognise Māori relationships as key and a core part of any move forward.

  • Work on rights management issues, including property rights and moral rights.

  • Focus on strategy – Any collaborative approach needs to be mindful of bigger picture and fit into an overall strategy.

  • Remember preservation – Important to get a balance between access and preservation.

  • Work on leadership – Identify what is needed and how to implement, both for individual projects and across the board.

  • Ensure transparency – Any collaborative approach must be transparent to all interested parties. Any group formed should be representative across the sector.

  • Link to e-government – Learn from work already under way in the e-government arena.

THREE RECURRING ISSUES

First steps

Participants agreed that it was important to get the first steps right – making a successful start to the collaborative process. Discussion about how to go about this initially centred on the concept of a pilot collaborative project to take the form of Pictures New Zealand (along the lines of PictureAustralia) or Multi-media New Zealand. This would be designed to provide learning and development in training, standards and other aspects of digitisation.
 
Discussion on the purpose of such a project and what would best fulfill the needs of the collective group was inconclusive, with some participants keen to get a pilot collaborative project identified and under way, while others felt this was too rushed. After much discussion it was agreed by a majority vote that the steering group identify in its early stages one or more new collaborative projects and a process for ensuring maximum learning across the sector through them – in particular in the areas of opportunities and challenges raised at the forum. These include standards, skills development, funding, user access and engagement, relationships with Maori, rights management and preservation.
 
Integrity

Group discussions highlighted the importance of maintaining integrity – of data, of collections, and of the heritage – when moving into the digital world. Dr Paul Miller  (UKOLN) said memory institutions – museums & galleries, libraries, archives – held cultural memory in trust, and had a role in actively interpreting memory.
For this to happen successfully, users must be able to trust the information presented and information providers must present the information in a way that makes this possible.
 
Common standards

Establishing and maintaining common standards is an important part of this process. ‘Interoperability’ was the buzzword of the Forum.

RECOMMENDATIONS

At the end of the Forum, participants agreed on a number of recommendations as a way forward.
1. Form a representative industry steering / working group to work on:

  • a) A digitisation strategy for the sector – consult and identify a strategy for moving forward

  • b) An implementation plan – how to implement the strategy.

  • c) Standards – reach agreement on a standards regime and processes for setting standards to achieve immediate and long-term outcomes

  • d) Training – increase skills within the industry and take a collaborative approach to maximise resources

  • e) Funding – explore opportunities for funding on collaborative projects.

  • f) Mechanisms to involve the regions – possibly regional groups or consultation groups.

  • g) A mandate from Government – include lobbying government (and other stakeholders).

2. Establish a Digitisation Register, including completed projects, projects under way, planned projects, what people are doing related to digitisation, skills, who within the community are the enablers, catalysts in this arena. 

  • a) Contribute to, use and build on the National Library Register immediately. Steve Knight to facilitate this process with forum attendees and others in the industry.

  • b) Steering group to look at the longer term needs in terms of the register and a broader forum for information sharing and exchange.

3. Accept the National Library’s offer of leadership and facilitation.

The National Library will continue to provide leadership, in a facilitation role, ensuring consultation with other institutions (in a similar model to that used to initiate and design the Forum). It will facilitate the establishment of the steering group and develop and distribute communications from the Forum.
 
4. Actively support the Online Encyclopedia of New Zealand and tap into this as a learning opportunity for the rest of the sector.
 
5. Ask the steering group to identify in its early stages one or more new collaboration projects and a process for ensuring maximum learning across the sector through them – in particular in the areas of opportunities and challenges raised at the forum.

OPTIONS FOR NEXT STEPS

Dianne Macaskill, Archives New Zealand; Margaret Calder, National Library of New Zealand.

A range of options for moving forward with collaboration was discussed, including:

  • Sharing information on digitisation

  • Developing channels for addressing common issues

  • Agreeing on standards

  • Developing a national digitisation strategy

  • Seeking joint funding

  • Feedback – group discussions

In breakout sessions, participants considered:

  • the opportunities offered by digitisation – both for their own institutions and for the country as a whole

  • any issues or challenges presented by digitisation.

Opportunities
 
Access

  • To NZ resources by people overseas

  • To international resources by New Zealanders

  • To unique/hard-to-get to collections

  • To published and non-published information

  • To information in different forms for different audiences

  • For disadvantaged – those in remote areas, those with disabilities

  • For dispersed Māori communities to reconnect with their resources, heritage & regain sense of identity

  • Equity issues – equalising opportunities for access

  • Brings together resources from physically separate sites

    • Brings new exhibits together

    • Puts work/artefacts into new contexts

  • Extends the life of exhibitions (virtually)

  • Reduces fragmentation

  • Electronic media allows measurement of access

  • Tap into national/international body of know-how

  • Allows 24 hour, 7-day access to material and searching across boundaries – institutional, national and international

  • Benefit to funders/ratepayers of access to work

  • Democratic participation – providing access to the public record

  • To/for those people who are not text-literate

  • Stimulation of choice

Education

  • Extending research possibilities

    • enables independent research

  • Gives institutions more time to focus on user education

  • Enables different learning behaviours.

  • Opportunities to deliver programmes nationally and internationally

  • Motivation for the digital generation

  • Improves interpretation of NZ resources

Financial

  • Increases access to external funding sources, including private funding opportunities

  • Makes best use of scarce funding

  • Potential source of wealth creation and long-term economic returns

Cultural

Market New Zealand to the world – bonus for tourism
Promotion of our own cultural identity
Empowerment back to local areas where material was derived
National and personal growth

Preservation

  • Of NZ resources

  • Of fragile material

  • Increasing relevance for future generations

  • Image qualities can be improved eg TIF vs microfilm

  • Ability to save history

  • Protecting knowledge

  • New medium for cultural/ language preservation

Own institution

  • Breaks down silos between institutions – institutional structures become irrelevant to users.

  • Enables shared problem solving, skill sharing

  • Opportunities to become centres of excellence/ improve performance

  • Allows institutions to respond to enquiries more easily

  • Reduces storage issues

  • Collaborative power gives leverage for funding

  • Gives a marketing edge for institutions

  • Improves links with e-government initiatives

  • Forces institutions to ensure all materials/resources are catalogued

  • Enables interaction with the community

  • Helps promote the institution’s work in the community

  • Stimulates increased identification of material

  • Employment has new relevance for cultural institutions

  • Encourage review of collections

  • Driver for broadband/digital TV access

  • Efficiency – saves money, prevents duplication of effort

  • Skills development for staff

  • Opportunities for partnerships with commercial organisations

  • Opportunities for innovation

  • Find out what people really want from their cultural/heritage institutions

  • New paradigms – opportunities for knowledge building

  • Improving management efficiency

Issues or challenges

Collaboration

  • Find a practical, successful project to make a start.

  • We need to collaborate but may end up competing more intensely for the same pool of funding.

  • Potential loss of identity for institutions

  • Standards could be a straitjacket

  • Digitisation is too expensive for institutions to do alone and the real value of digitised collections is in cross-searchability.

  • How to define collaboration – shared resources? Shared projects? Niche contributors? Shared technology? Shared storage? Shared knowledge?

  • Institutions are not always sympathetic to working collaboratively…still many competitive models; working with other institutions may increase costs short-term.

  • Sort out standards. Nirvana is seamless searching across different resources, only achieved with a high degree of collaboration and compliance with standards.

  • Can collaboration be one-sided, if one partner benefits more?

  • Get terms of reference right

  • Know when to quit.

  • Potential for duplication of effort

  • Establish governance models for collaboration

  • Clear guidelines and strategy

  • How to link regional with national initiatives

  • Smaller institutions may get forced down a shared path that doesn’t suit.

  • Disclosing priorities of collaborators…will their priorities for access, charges, conditions affect mine?

  • How to come up with a working model given the diversity in size, resources, objectives?

  • Overcoming silo mentality

Strategic

  • Need a clear statement of aims – why are we doing this?

  • Digitisation is a means not an end.

  • How to prioritise? What gets digitised first and why?

  • Is it worth digitising non-born-digital material?

  • Should born-digital material be captured first?

  • How to write a business case to justify digitising at this level?

  • Why do things for the national good?

  • Local needs/issues vs interoperability

  • Who controls what?

  • Who will provide leadership?

  • Cost/benefit analysis?

  • Can’t always predict what users will do with the material.

  • Digitisation can be isolating. Need to manage a dual capacity of digital and original worlds so they feed off each other.

Technical

  • Future proofing – rapid development of technology and costs

  • Quality metadata to allow good searching

  • Where does technical expertise come from?

  • Range of delivery mechanisms – more Mäori households have digital TV than PCs

  • Avoiding data flood which requires system upgrades and more operators

  • Agreement on generic metadata standards

  • National standards

  • Who sets standards? How to decide?

  • Interoperability

  • Bandwidth

  • Access to technology by smaller organisations

  • Choosing a robust technology

  • Outsourcing technology suppliers

  • How many portals are really needed?

Resources / Funding

  • Ensure funding past the pilot/ project stage …maintaining collections

  • Loss of income from making material accessible

  • Get the right people (technical, content management, owners)

  • Increase charges to fund digitisation

  • Who will pay? Should funding come from users or wider pool?

  • Who will fund upskilling?

  • Which Minister will be responsible?

  • Have to put up a business case – hard to do with long-term public good

  • Commercial pressures

  • Link public funding to standards

  • Coping with increased demand

  • Care of collections post digitisation

Institutions

  • Strategic capability

  • Availability of technology

  • Integration of digitisation into workflow

  • Impact on current staff – unrealistic expectations; comfort with technology

  • Branding quality, integrity, authority of our sites

  • Dealing with unrealistic expectations from user community

  • Identifying users…who is your audience?

  • Developing infrastructure

  • Migration of knowledge from former data collection into digital formats eg, copies of originals

  • Digitisation will create a strain on resources

  • How to honour information and present correctly eg, digital marae…giving communities ownership and ability to correct mistakes

  • Attitude problems – Why do we need libraries/museums?

  • Training

  • Need to maintain collections’ context

  • Redefining roles to mediate demand

Access

  • Striking a balance between preservation and access

  • Equity – bridging the digital divide

  • Lack of human interaction … loss of skilled interpretation and context

  • How do you engage with end users/audience?

  • Loss of feedback loop with customers

  • Cherry picking vs comprehensive coverage

  • Profiling users too closely may exclude other user groups; profiling too broadly means stretched too thin.

  • How to pick up on New Zealand material overseas & reciprocate with ‘foreign’ material we hold

  • Could mean more demand for originals.

  • How to access significant private collections?

Rights

  • Indigenous intellectual property rights

  • Privacy issues and confidentiality

  • Transparency about copyright and intellectual property issues – clarity about sites that can be freely used; sites that use images illegally

  • Technology moving ahead of the law

  • Inappropriate use of information

  • Moral rights

  • Implications for repositories/ collecting

  • Increasing concerns about various sorts of rights as access widens beyond a few people

FEEDBACK – FINAL SESSION

Participants in the final breakout sessions were asked to consider several issues in looking for a way forward from the Forum. They were asked to:

  • Focus on confirming collaboration, which had already been given strong support

  • Decide on the provisos and criteria to be placed around collaboration

  • Suggest a preferred strategy for moving forward

  • Discuss the terms of reference.

Possible long-term outcomes of collaboration

  • A rich digital resource about New Zealanders, for everyone

  • Acquisition and retention of high-level digital skills by cultural heritage institutions

  • Creation of an infrastructure to sustain digital heritage (bandwidth, standards, resources, skills)

  • Positioning libraries, archives, museums to contribute to a digital resource

  • An informed, enriched New Zealand society

  • Distributed collections

  • Telling stories about ourselves

  • Technical standards

  • Agreed policies

  • A national framework that can deliver any digital framework

  • Agreed protocols and processes for the relationship between creators and deliverers of content

  • A responsible body which would also take leadership and advocacy role in relation to standards

  • Prioritised outcomes

The case for collaboration – provisos and criteria

  • Agreed policies and minimum standards

  • Common user interface to multiple institutions (CultureNet)

  • Common technology and standards used

  • Recognised credible, representative leadership group

  • Project mix – big and small

  • Māori relationships

  • Provide value to participants

  • Autonomy/ Sense of ownership retained by individual institutions

  • Service Level Agreements

  • Regularly review processes and tenets

  • Transparency

  • Accountability

  • No duplication of digital objects (single site – multiple access)

  • Vision: Tell stories about ourselves – make it easy to find out about ourselves

  • Participating organisations will bring their networks/ communities of interest

  • Deal with rights – indigenous peoples, copyright, moral, IP

  • Willingness to commit funding

  • Prioritise – collaboration needs to be in context of organisations’ strategy

  • Who should be included? Self-selection

  • Separate budgets for maintenance and creation

  • Small agencies supported in kind by larger ones

  • Everyone needs to benefit

  • Quick successes are important

  • Initiative needs a mandate from government and institutions

  • Clarity about priorities and outcomes

  • Relationship with e-government initiatives

  • Remember preservation

Preferred strategies

  • Representative of national steering group of key players to define next steps

  • Have informed regional groups

  • Embed Dublin Core

  • Identify lead organisations/coordinators

  • Support On-line Encyclopedia of NZ

  • Small-scale Multimedia New Zealand as pilot to test/develop frameworks

  • Pilot along line of PictureAustralia to:

  • Develop standards, guidelines for strategy, intellectual property

  • Test market, why/who – educate

  • Draw in Mäori

  • Activities for steering group

  • Develop good communication process

  • Promote regional activities

  • Work with interest groups

  • Develop project to pilot collaboration process

Terms of Reference

  • National Library to lead

  • Further develop key approaches: standards, pilots, structures with subgroups for each portfolio

  • Advise the Minister and industry groups

  • Find out who can do what

  • Lobby

  • Promote regional level collaboration

  • Create mechanisms for collaboration using input from this forum

  • Support and populate a register of projects – stimulate use of National Library pilot Register

  • Clearing house for information – reduce double handling by information sharing

  • Training

  • Māori networks

  • Export groups

  • Identify lead agencies

  • Use existing infrastructure