DPE: Publications

Repository Planning Checklist and Guidance

Platter Online Training Module

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The purpose of this document is to present a tool, the Planning Tool for Trusted Electronic Repositories (PLATTER) which provides a basis for a digital repository to plan the development of its goals, objectives and performance targets over the course of its lifetime in a manner which will contribute to the repository establishing trusted status amongst its stakeholders. PLATTER is not in itself an audit or certification tool but is rather designed to complement existing audit and certification tools by providing a framework which will allow new repositories to incorporate the goal of achieving trust into their planning from an early stage. A repository planned using PLATTER will find itself in a strong position when it subsequently comes to apply one of the existing auditing tools to confirm the adequacy of its procedures for maintaining the long term usability of and access to its material.

In order to maintain the scope of the document at a reasonable level, we focus only on the process by which the repository organization sets and manages its objectives. The management of the process of implementing these objectives, encompassing such widely disparate areas as finance, human resource management, software and hardware planning, data warehousing etc. is too large a subject area to be covered by any single document and will typically require input from a range of subject experts.

Even the process of defining a generic tool for managing objectives and targets must deal with the considerable diversity amongst those organisations which may be included under the term “digital repository”. In PLATTER, this diversity is acknowledged and explicitly handled by requiring repositories as a first step in the planning process to answer a questionnaire which characterises the repository relative to other repositories and which can be used to determine how and whether the goals and objectives we have identified are to be realised in a given organisation.

The PLATTER process is centred around a group of Strategic Objective Plans (SOPs) through which a repository specifies its current objectives, targets, or key performance indicators in those areas which have been identified as central to the process of establishing trust. In the future, PLATTER can and should be used as the basis for an electronic tool in which repositories will be able to compare their targets with those adopted by other similar (suitably anonymised) repositories. The intention is that the SOPs should be living documents which evolve with the repository, and PLATTER therefore defines a planning cycle through which the SOPs can develop symbiotically with the repository organisation.

Read the Report [PDF, 348KB], Published 25th March 2008

Read PLATTER on yudu.com

Read PLATTER on scribd.com

PLATTER on issuu.com

PLATTER presentations

Planning a Trusted Digital Repository with PLATTER

Colin Rosenthal, Presentation at 3rd Annual WePreserve Conference 2008 in Nice, 30th October.

Download the presentation [PPT, 233 KB]

Practical Ways to Tackle Digital Preservation Using DPE Tools

Jan Hutar, Colin Rosenthal, Presentation at Prague, WePreserve Forum 2008, 17 October.

Download the presentation [PDF, 233 KB]

PLATTER - Průvodce plánováním důvěryhodného digitálního repozitáře Jan Hutař

Jan Hutař, Presentation at AKM 2008 Conference, 4th December 2008.

Download the presentation [PDF, 490 KB]