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Presentations & Publications

Last updated: June 29, 2015

2015

“Networked Information’s Risky Future: The Promises and Challenges of Digital Preservation”

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By Amy Kirchhoff, Sheila Morrissey, and Kate Wittenberg
2014

“Digital Preservation Coalition Technology Watch Report: Preserving eBooks”

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By Amy Kirchhoff and Sheila Morrissey

“Panel Discussion at Open Access Symposium 2014: The Business and Economics of Open Access”

Publishing and Preserving OA Content Session Info
with Kate Wittenberg (Portico), Sarah Lippincott (Library Publishing Coalition), and Kevin Hawkins (University of North Texas Libraries)

“Publishing and Preserving Data as Primary Research Objects: The RMap Project, Portico, the Data Conservancy at Johns Hopkins University, and IEEE”

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By Kate Wittenberg at STM Annual U.S. Spring Conference 2014 Stewardship of Knowledge: Building a Framework for the Future of Scholarly Publishing

“Scaling Up and Scaling Out: Leveraging Preservation Infrastructure and Experience to Benefit the Community”

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By Kate Wittenberg, Amy Kirchhoff, and Sheila Morrissey
2013
“Preservation in a Dynamic Environment” (October 21, 2013)

ITHAKA Sustainable Scholarship 2013 Pre-Conference
By Sheila M. Morrissey
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“How Can We Know the Dancer from the Dance? Intention and the Preservation of Digital Objects” (September 2013)

By Sheila M. Morrissey
Author’s Original Manuscript of an article to be published in The New Review of Information Networking, Volume 19, Issue 1, 2014, to be available online.
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“Workshop Report: Preservation at Scale” (September 6, 2013)

By Amy Kirchhoff (Portico), Sheila M. Morrissey (Portico), and Marcel Ras (National Library of the Netherlands )
From the 10th International Conference on Preservation of Digital Objects 2-6 September 2013, Lisbon, Portugal
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“Case Study on Sustainable Economic Models: Portico” (August 2013)

By Amy Kirchhoff and Kate Wittenberg
From A Handbook of Digital Library Economics: Operations, Collections and Services, David Baker and Wendy Evans, Chandos Publishing, Oxford, UK, 2013
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“A Perspective on PDF/A-3 from the National Digital Stewardship Alliance” (August 16, 2013)

PDF Association Technical Conference North America 2013 PDF/A Day, Seattle, WA
By Sheila M. Morrissey on behalf of the NDSA PDF/A-3 Standards Subcommittee
- Listen to audio
- View slides
“Metadata for Preservation: A Digital Object’s Best Friend: Part 2: Implementation!” (February 13, 2013)

NISO Two-Part Webinar: Metadata for Preservation: A Digital Object’s Best Friend
Part 2: Implementation! By Amy Kirchhoff
- View webinar
- View slides
2012
“Migration at Scale: A Case Study”(Oct 2012)

iPRES 2012 by Sheila M. Morrissey, Vinay Cheruku, John Meyer, Matthew Stoeffler, William Howard, and Suresh Kadirvel
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“Beyond Well-Formed and Valid: QA for XML Configuration Files” (Aug 2012)

Balisage 2012 International Symposium on Quality Assurance and Quality Control in XML by Sheila M. Morrissey, John Meyer, Sushil Bhattarai, Gautham Kalwala, Sachin Kurdikar, Jie Ling, Matt Stoeffler and Umadevi Thanneeru
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“The Network is the Format: PDF and the Long-term Use of Digital Content” (Jun 2012)

IS&T Archiving 2012; Reprinted with permission of IS&T: The Society for Imaging Science and Technology sole copyright owners of IS&T’s Archiving 2012; by Sheila M. Morrissey
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“File Format Considerations in the Preservation of E-books” (May 2012)

NISO Two-Part Webinar: Understanding Critical Elements of E-books: Acquiring, Sharing, and Preserving
Part 2: Heritage Lost? Ensuring the Preservation of E-books
- View slides
2011
“More What You’d Call ‘Guidelines’ Than Actual Rules: Variation in the Use of Standards” (Summer 2011)

by Sheila M. Morrissey
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“Preservation of Digitized Books and Other Digital Content Held by Cultural Heritage Organizations” (Mar 2011)

a report for the NEH and IMLS resulting from a grant from the “Advancing Knowledge: The IMLS/NEH Digital Partnership” given to Portico and Cornell University Library.
- Preservation of Digitized Books and Other Digital Content Held by Cultural Heritage Organizations
“Preservation Standards (& Specifications)(&& Best Practices)” (Sept 2011)
- Discoverable, Available, Accessible: Preserving Digital Content, NISO webinar
by Amy Kirchhoff

“Protecting Future Access Now: Models for Preserving Locally Created Content” (Aug 2011)

Amigos Online Conference presentation by Amy Kirchhoff
- See slides
2010
“The Economy of Free and Open Source Software in the Preservation of Digital Artifacts.” Library Hi Tech 28, no.2 (2010)
by Sheila M. Morrissey
- The Economy of Free and Open Source Software in the Preservation of Digital Artifacts (pdf, 204 kb)
“Becoming a Certified Trustworthy Digital Repository: The Portico Experience.” iPres (2010)

by Amy Kirchhoff, Eileen Fenton, Stephanie Orphan, and Sheila M. Morrissey
- Becoming a Certified Trustworthy Digital Repository: The Portico Experience
“Portico: A Case Study in the Use of the Journal Archiving and Interchange Tag Set for the Long Term Preservation of Scholarly Journals.” JATS-CON (2010)

by Sheila M. Morrissey, John Meyer, Sushil Bhattarai, Sachin Kurdikar, Jie Ling, Matthew Stoeffler, and Umadevi Thanneeru
- Portico: A Case Study in the Use of the Journal Archiving and Interchange Tag Set for the Long term Preservation of Scholarly Journals
“Portico: A Case Study in the Use of XML for the Long Term Preservation of Digital Artifacts.” International Symposium on XML for the Long Haul (2010)

by Sheila M. Morrissey, John Meyer, Sushil Bhattarai, Sachin Kurdikar, Jie Ling, Matthew Stoeffler, and Umadevi Thanneeru
- Portico: A Case Study in the Use of XML for the Long Term Preservation of XML
2009
“‘What? So What’: The Next-Generation JHOVE2 Architecture for Format-Aware Characterization.” The International Journal of Digital Curation 4, no.33 (2009)

by Stephen Abrams, Sheila Morrissey, and Tom Cramer
- “What? So What”: The Next-Generation JHOVE2 Architecture for Format-Aware Characterization
“Expanding the Preservation Network: Lessons from Portico.” Library Trends 57, no. 3 (Winter 2009)

by Amy Kirchhoff
- Expanding the Preservation Network: Lessons from Portico
2008
“Preserving E-Journals: An Overview of Portico.” The Serials Librarian 53, no. 4 (2008)

by Amy Kirchhoff and Eileen Fenton
- Preserving E-Journals: An Overview of Portico
“Digital preservation: challenges and implementation.” Learned Publishing 21, no. 4 (Oct 2008)

by Amy Kirchhoff
- Digital preservation: challenges and implementation (PDF, 585 KB)
Against the Grain 20, no. 4 (September 2008)

Bruce Heterick, Guest Editor
- Against the Grain 20, no. 4
“What about E-Books?” Against the Grain 20, no. 4 (Sep 2008)

by Toni Tracy
- What about E-Books?
“Key issue: Traditional and digital preservation – appraisal, accessioning and arrangement.” Serials 21, no. 2 (Jul 2008)
- Key issue: Traditional and digital preservation – appraisal, accessioning and arrangement
ALA Annual Conference, Anaheim, CA, June 2008
- Portico Participant’s Meeting Presentations (PDF, 437 KB)
Digital preservation of e-journals in 2008: Urgent Action revisited

Results from a Portico/Ithaka Survey of U.S. Library Directors
- Digital preservation of e-journals in 2008: Urgent Action revisited (PDF, 249 KB)
NISO Digital Preservation Forum, Washington, DC, March 2008

by Evan Owens, Portico CTO
- Long-Term Preservation and Standards: An Uneasy Alliance (PDF, 1.7 MB)
2007
“Addressing the E-Journal Preservation Conundrum: Understanding Portico.” Long Island Resources Council Symposium (Apr 2007)

by Ken DiFiore
- Addressing the E-Journal Preservation Conundrum: Understanding Portico
2006
“Preserving Electronic Scholarly Journals: Portico.” Ariadne 47 (2006)

by Eileen Fenton
- Preserving Electronic Scholarly Journals: Portico
“Portico Takes on 100-Year Archive Dilemma.” SD Times, December 2006

by Jeff Feinman
- Portico Takes on 100-Year Archive Dilemma
“An Overview of Portico: An Electronic Archiving Service.” Serials Review 32, no. 2 (2006): 55-150

by Eileen Fenton
- An Overview of Portico: An Electronic Archiving Service
“Archiving Electronic Journals: An Overview of Portico’s Approach. Papers from Portico.” Portico (2006)

by Amy Kirchhoff and Eileen Fenton
- Archiving Electronic Journals: An Overview of Portico’s Approach. Papers from Portico.
CNI Fall 2006 Task Force Meeting, Washington, DC, December 2006

by Eileen Fenton, Portico Executive Director
- Learning by Doing: Early Operation of the Portico Archiving Service (PDF, 593 KB)
SSP Fall Educational Seminar 3: What Works in Archiving? Case Studies for Technology, Maintenance, Business Models, and More, Washington, DC, November 2006

by Eileen Fenton, Portico Executive Director
- Portico: An Electronic Archiving Service (PDF, 222 KB)
XVI Annual Charleston Conference: 2006 – Issues in Book and Serial Acquisition, Charleston, SC, November 2006

by Eileen Fenton, Portico Executive Director
- Portico: An Electronic Archiving Service (PDF, 180 KB)
Allen Press Editorial Seminar, Lawrence, KS, September 2006

by Evan Owens, Portico CTO
- Online Journal Publishing Best Practices: From Production to Preservation (PDF, 193 KB)
Portico Participants’ Meeting, ALA Annual Meeting, New Orleans, LA, June 24, 2006

by Robin Dale, RLG Program Officer, Guest Speaker
- Developing Metrics to Evaluate Digital Archives (PDF, 246 KB)
Archiving 2006, Ottawa, Canada, May 25, 2006

by Evan Owens
- Automated Workflow for the Ingest and Preservation of Electronic Journals (PDF, 287 KB)
2005
“Digital Savings.” Library Journal 130, no. 4 (2005): 50-51

by Roger C. Schonfeld and Eileen Gifford Fenton
- Digital Savings
Digital Library Federation Fall Forum, Charlottesville, VA, November 8, 2005

by Evan Owens
- A Format-Registry-Based Automated Workflow for the Ingest and Preservation of Electronic Journals (PDF, 375 KB)
Association of Research Libraries, Washington, DC, October 27, 2005

by Kevin Guthrie
- Portico: An Important Component of a New Preservation Infrastructure (PDF, 103 KB)
Association of Research Libraries, Washington, DC, October 26, 2005

by William G. Bowen
- New Times Always; Old Times We Cannot Keep (PDF, 453 KB)
Overview of Portico, September 30, 2005

presented by Eileen Fenton to Conference of European National Libraries
- Overview of Portico An Electronic Archiving Service (PDF, 100 KB)
2004
“Library Periodicals Expenses: Comparison of Non-Subscription Costs of Print and Electronic Formats on a Life-Cycle Basis.” D-Lib Magazine 10, no. 1 (2004)

by Roger C. Schonfeld, Donald W. King, Ann Okerson, and Eileen Gifford Fenton
- Library Periodicals Expenses: Comparison of Non-Subscription Costs of Print and Electronic Formats on a Life-Cycle Basis
“The Digital Preservation Conundrum, Part 2: Preservation and Electronic-Archiving.” The Serials Librarian 46, no. 1/2 (2004): 115-19

by Eileen Fenton
- The Digital Preservation Conundrum, Part 2: Preservation and Electronic-Archiving
“The Nonsubscription Side of Periodicals: Changes in Library Operations and Costs between Print and Electronic Formats.” (2004)

by Roger C. Schonfeld, Donald W. King, Ann Okerson, and Eileen Fenton
- The Nonsubscription Side of Periodicals: Changes in Library Operations and Costs between Print and Electronic Formats

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The Portico digital preservation service is part of ITHAKA, a not-for-profit organization helping the academic community use
digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways.

Presentations & Publications

“Networked Information’s Risky Future: The Promises and Challenges of Digital Preservation”

“Digital Preservation Coalition Technology Watch Report: Preserving eBooks”

“Panel Discussion at Open Access Symposium 2014: The Business and Economics of Open Access”

“Publishing and Preserving Data as Primary Research Objects: The RMap Project, Portico, the Data Conservancy at Johns Hopkins University, and IEEE”

“Scaling Up and Scaling Out: Leveraging Preservation Infrastructure and Experience to Benefit the Community”

“Preservation in a Dynamic Environment” (October 21, 2013)

“How Can We Know the Dancer from the Dance? Intention and the Preservation of Digital Objects” (September 2013)

“Workshop Report: Preservation at Scale” (September 6, 2013)

“Case Study on Sustainable Economic Models: Portico” (August 2013)

“A Perspective on PDF/A-3 from the National Digital Stewardship Alliance” (August 16, 2013)

“Metadata for Preservation: A Digital Object’s Best Friend: Part 2: Implementation!” (February 13, 2013)

“Migration at Scale: A Case Study”(Oct 2012)

“Beyond Well-Formed and Valid: QA for XML Configuration Files” (Aug 2012)

“The Network is the Format: PDF and the Long-term Use of Digital Content” (Jun 2012)

“File Format Considerations in the Preservation of E-books” (May 2012)

“More What You’d Call ‘Guidelines’ Than Actual Rules: Variation in the Use of Standards” (Summer 2011)

“Preservation of Digitized Books and Other Digital Content Held by Cultural Heritage Organizations” (Mar 2011)

“Preservation Standards (& Specifications)(&& Best Practices)” (Sept 2011)

“Protecting Future Access Now: Models for Preserving Locally Created Content” (Aug 2011)

“Becoming a Certified Trustworthy Digital Repository: The Portico Experience.” iPres (2010)

“Portico: A Case Study in the Use of the Journal Archiving and Interchange Tag Set for the Long Term Preservation of Scholarly Journals.” JATS-CON (2010)

“Portico: A Case Study in the Use of XML for the Long Term Preservation of Digital Artifacts.” International Symposium on XML for the Long Haul (2010)

“‘What? So What’: The Next-Generation JHOVE2 Architecture for Format-Aware Characterization.” The International Journal of Digital Curation 4, no.33 (2009)

“Expanding the Preservation Network: Lessons from Portico.” Library Trends 57, no. 3 (Winter 2009)

“Preserving E-Journals: An Overview of Portico.” The Serials Librarian 53, no. 4 (2008)

“Digital preservation: challenges and implementation.” Learned Publishing 21, no. 4 (Oct 2008)

Against the Grain 20, no. 4 (September 2008)

“What about E-Books?” Against the Grain 20, no. 4 (Sep 2008)

“Key issue: Traditional and digital preservation – appraisal, accessioning and arrangement.” Serials 21, no. 2 (Jul 2008)

ALA Annual Conference, Anaheim, CA, June 2008

Digital preservation of e-journals in 2008: Urgent Action revisited

NISO Digital Preservation Forum, Washington, DC, March 2008

“Addressing the E-Journal Preservation Conundrum: Understanding Portico.” Long Island Resources Council Symposium (Apr 2007)

“Preserving Electronic Scholarly Journals: Portico.” Ariadne 47 (2006)

“Portico Takes on 100-Year Archive Dilemma.” SD Times, December 2006

“An Overview of Portico: An Electronic Archiving Service.” Serials Review 32, no. 2 (2006): 55-150

“Archiving Electronic Journals: An Overview of Portico’s Approach. Papers from Portico.” Portico (2006)

CNI Fall 2006 Task Force Meeting, Washington, DC, December 2006

SSP Fall Educational Seminar 3: What Works in Archiving? Case Studies for Technology, Maintenance, Business Models, and More, Washington, DC, November 2006

XVI Annual Charleston Conference: 2006 – Issues in Book and Serial Acquisition, Charleston, SC, November 2006

Allen Press Editorial Seminar, Lawrence, KS, September 2006

Portico Participants’ Meeting, ALA Annual Meeting, New Orleans, LA, June 24, 2006

Archiving 2006, Ottawa, Canada, May 25, 2006

“Digital Savings.” Library Journal 130, no. 4 (2005): 50-51

Digital Library Federation Fall Forum, Charlottesville, VA, November 8, 2005

Association of Research Libraries, Washington, DC, October 27, 2005

Association of Research Libraries, Washington, DC, October 26, 2005

Overview of Portico, September 30, 2005

“Library Periodicals Expenses: Comparison of Non-Subscription Costs of Print and Electronic Formats on a Life-Cycle Basis.” D-Lib Magazine 10, no. 1 (2004)

“The Digital Preservation Conundrum, Part 2: Preservation and Electronic-Archiving.” The Serials Librarian 46, no. 1/2 (2004): 115-19

“The Nonsubscription Side of Periodicals: Changes in Library Operations and Costs between Print and Electronic Formats.” (2004)

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