SERI Advanced Institutes

Every state and territory had an opportunity to send a staff member to one of the advanced institutes.

States and territories were divided geographically for these institutes with state and territories east of the Mississippi River attending the institute in Richmond, VA March 31-April 4, 2014 and the states and territories west of the Mississippi attending the institute in Salt Lake City, UT October 20-24, 2014.

The Advanced Institutes were organized and offered by CoSA through an IMLS Laura Bush 21st Century Librarian Program grant.

Below you will find information and presentations on the topics that were covered.

Agenda & Institute Overview

Presented by Matt Veatch, Kansas State Archives

Agenda, Overview, and Introductions slide presentation

Organizational Context: Setting the Stage

Presented by Nancy McGovern, MIT and Matt Veatch, Kansas State Archives

Organizational Context: Setting the Stage Part 1 slide presentation

Organizational Context: Setting the Stage Part 2 slide presentation

Prioritizing Challenges

Presented by Nancy McGovern, MIT

Prioritizing Challenges slide presentation

Exercise: Program Attributes & Analysis

Facilitated by Nancy McGovern, MIT and Kari Smith, MIT

Exercise 1: Program Attributes & Gap Analysis handout

Role-based Breakout Session: Taking the Pulse

Administrators: Assess resources, desired outcomes, and impact

Managers: Develop a project-based plan

Archivists: Walk through examples of defining requirements

Breakout Session 1: Taking the Pulse handout

Landscape Overview

Presented by Nancy McGovern, MIT

Landscape Overview slide presentation

Digital Repository Management Using OAIS

Presented by Nancy McGovern, MIT

Digital Repository Management Using OAIS slide presentation

Exercise: Mapping Policies, Metadata, Roles, Resources to a Standards-Based Framework

Exercise: Mapping to OAIS slide presentation

Exercise 2: Mapping Policies, metadata, roles, resources to a standards-based framework handout

Defining OAIS requirements by Deconstructing the OAIS Reference Model handout

Building Your Program: Self-Assessment for Progress

Presented by Nancy McGovern, MIT

Self-Assessment for Progress slide presentation

Decision Making for Action: Policy Development and Implementation

Presented by Nancy McGovern, MIT

Decision Making for Action: Policy Development and Implementation slide presentation

Digital Curation and Preservation Framework: Outline handout

Overview of Workflows and Microservices

Presented by Kari Smith, MIT and Courtney Mumma, Artefactual

Overview of Workflows and Microservices slide presentation

Adaptive Workflows for Responding to Technology

Presented by Kari Smith, MIT and Courtney Mumma, Artefactual

Adaptive Workflows for Responding to Technology slide presentation

Exercise: Constructing Workflows

Content Life Cycle Management: High-Level Workflow (pipeline)

Overview: Program Development

Presented by Nancy McGovern, MIT

Overview of Program Development slide presentation

Building Capacity through Experimentation and Assessment

Presented by Kari Smith, MIT and Nancy McGovern, MIT

Building Capacity Through Experimentation and Assessment slide presentation

Standards for Long-Term Management of Electronic Records

Presented by Cal Lee, UNC-Chapel Hill

Standards for Long-term Management of Electronic Records slide presentation

Digital Forensics for Electronic Records Management

Presented by Cal Lee, UNC-Chapel Hill and Kari Smith, MIT

Digital Forensics for Electronic Records Management slide presentation

Identifying and Serving Designated Communities

Presented by Nancy McGovern, MIT and Kari Smith, MIT

Identifying and Serving Designated Communities slide presentation

Investing in Technology Over Time

Presented by Nancy McGovern, MIT and Kari Smith, MIT

Investing in Technology Over Time slide presentation

Cost Models and Sustainability Strategies

Presented by Neil Grindley, Jisc & 4C Project Coordinator

Cost Models and Sustainability slide presentation

Discussion: Allocation Options in Practice

Facilitated by Kari Smith, MIT

Discussion 1: Allocation Options in Practice handout/worksheet

Digital Preservation and Sacred Cows exercise

Charting Your Course: Establishing Top Priorities for your Program

Charting Your Course slide presentation

General Materials

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