School of Information and Library Science
University of North Carolina, Chapel Hill
INLS 490-161 – Construction of iRODS Rules
[Last Updated: 2010-01-11]
Spring 2010
Meeting Time: Monday and Wednesday, 11:00-12:15
Location: 307 Manning
Credits: 3
Faculty Instructors: Cal Lee, Richard Marciano, Reagan Moore, and Arcot Rajasekar
Non-Faculty Instructors: Chien-Yi Hou, Antoine de Torcy
Office: 212 Manning (Lee), 202 Manning (Marciano, Moore, Rajasekar)
Phone: 919-962-7024 (Lee), 919-962-0033 (Marciano), 919-962-9548 (Moore), 858-534-8378 (Rajasekar)
E-Mail: callee [at] ils [dot] unc [dot] edu, richard_marciano [at] unc [dot] edu, rwmoore [at] email [dot] unc [dot] edu, rajaseka [at] email [dot] unc [dot] edu, chienyi [at] unc [dot] edu, antoine [at] diceresearch [dot] org
Office Hours (in 202 Manning):1:00 PM on Monday, 1:00 PM on Wednesday, 11:00 AM on Friday, or by appointment
Course Web Site: http://blackbloard.unc.edu
iRODS Wiki (source of further supporting information): https://www.irods.org/
This class will prepare students to develop and implement policies for digital repositories and curation of digital collections. This includes formulation of policies that can be enacted through computer-actionable rules, adapting existing rules and developing new rules. The rules will be developed for the integrated Rule-Oriented Data System (iRODS), which organizes distributed data into a shared collection. Rules are used to automate collection administration, or enforce policies, or validate assessment criteria. Students will work in groups to define policies and identify rules for particular digital curation situations.
Topics covered will include: design requirements for sustainable digital repositories; ensuring and proving trustworthiness of repositories; policy-driven data management; strategies for writing policies that can be enacting with rules; iRODS architecture; interfaces to iRODS, including command-line interface; iRODS software installation and configuration; principles of rule-oriented programming; iRODS rule grammar; iRODS micro-services; managing and invoking rules; standard and default rules; identifying conditions and timing of rules; composing workflows for digital curation; and creating, managing and using metadata within iRODS.
Students should have taken INLS 460 (Information Tools) or have equivalent knowledge of information technology. Previous experience with programming will be very helpful but is not required.
Upon completion of this course, you should be able to:
Students should have taken INLS 460 (Information Tools) or have equivalent knowledge of information technology. Knowledge of the C programming language or a scripting language is desirable, but it is not required. Sufficient information will be provided for students to generate rule sets on their own.
Students should have access to a laptop (Mac, Windows, or Unix operating system) and will install on their laptops– with help from the instructors – the iRODS software, which is available as an open source download from http://diceresearch.org. If you foresee any problems with this laptop requirement, you should let the instructors know as soon as possible. Students will build and modify rules to control their own personal data grid.
Special Needs: If you feel that you may need an accommodation for a disability or have any other special need, please make an appointment to discuss this with one of us. We will best be able to address special circumstances if we know about them early in the semester.
Note for Doctoral Students: Doctoral students in this course will engage in the same class sessions as the other students, but their products for the course will be different. Doctoral students will produce a final paper that is either a literature review or a detailed proposal for a study that represents an intersection between their own research and one or more aspects of the course (e.g. data grids, interoperability, rule-oriented data management). In order to provide you feedback on your plans for a class product, doctoral students should submit a one-page (single-spaced) summary of the final paper through the Blackboard assignments area by the start of class on Monday, Jan 25. Doctoral students should submit the final paper through the Blackboard assignments area by the start of class on Monday, April 19.
Based on UNC Registrar Policy for graduate-level courses (http://regweb.unc.edu/resources/rpm24.php), both assignment and semester grades will be H, P, L or F. Few students will obtain an "H," which signifies an exceptionally high level of performance (higher than an "A" in an A-F systems). The following is a more detailed breakdown:
| H | Superior work: complete command of subject, unusual depth, great creativity or originality | P+ | Above average performance: solid work somewhat beyond what was required and good command of the material | P | Satisfactory performance that meets course requirements (expected to be the median grade of all students in the course) | P- | Acceptable work in need of improvement | L | Unacceptable graduate performance: substandard in significant ways | F | Performance that is seriously deficient and unworthy of graduate credit |
According to UNC Registrar Policy, undergraduate grades are based on the following definitions:
| A | Mastery of course content at the highest level of attainment that can reasonably be expected of students at a given stage of development. The A grade states clearly that the students have shown such outstanding promise in the aspect of the discipline under study that he/she may be strongly encouraged to continue. |
| B | Strong performance demonstrating a high level of attainment for a student at a given stage of development. The B grade states that the student has shown solid promise in the aspect of the discipline under study. |
| C | A totally acceptable performance demonstrating an adequate level of attainment for a student at a given stage of development. The C grade states that, while not yet showing unusual promise, the student may continue to study in the discipline with reasonable hope of intellectual development. |
| D | A marginal performance in the required exercises demonstrating a minimal passing level of attainment. A student has given no evidence of prospective growth in the discipline; an accumulation of D grades should be taken to mean that the student would be well advised not to continue in the academic field. |
| F | For whatever reason, an unacceptable performance. The F grade indicates that the student's performance in the required exercises has revealed almost no understanding of the course content. A grade of F should warrant an advisor's questioning whether the student may suitably register for further study in the discipline before remedial work is undertaken. |
| AB | Absent from final examination, but could have passed if exam taken. This is a temporary grade that converts to an F* after the last day of class for the next regular semester unless the student makes up the exam. |
| FA | Failed and absent from exam. The FA grade is given when the undergraduate student did not attend the exam, and could not pass the course regardless of performance on the exam. This would be appropriate for a student that never attended the course or has excessive absences in the course, as well as missing the exam. |
| IN | Work incomplete. This is a temporary grade that converts to F* at the end of eight weeks into the next semester unless the student makes up the incomplete work. |
| W | Withdrew passing. Entered when a student drops after the six-week drop period. |
The main text for this course is:
The book is in the process of being published, and we're providing you access to the text in digital form. When indicated as one of the required readings for a given class session, we refer to this as the "iRODS Book."
Most other readings for this class are available at specified URLs. In some cases, the reading will be available through Blackboard. NOTE: Accessing licensed online materials can require you either to use a computer with a UNC IP address or visit the associated sites through a UNC proxy server. See: Off-Campus Access, http://proxy.lib.unc.edu/setupinfo.html
NOTE: Most weeks of this course will follow a structure of lecture and discussion (Monday) followed by a hands-on lab session (Wednesday).
Note: The readings in the "skim" category for the next two weeks illustrate workflows that have been developed to meet particular needs. As you read them, consider the dependencies between the components of the workflow and which components are relevant to the rules your group is exploring.
Abrams, Stephen, Patricia Cruse, and John Kunze. "Preservation Is Not a Place." International Journal of Digital Curation 4, no. 1 (2009): 8-21. http://www.ijdc.net/index.php/ijdc/article/viewFile/98/73
Aschenbrenner, Andreas, Tobias Blanke, David Flanders, Mark Hedges, and Ben O'Steen. "The Future of Repositories? Patterns for (Cross-)Repository Architectures." D-Lib Magazine 14, no. 11/12 (2008). http://www.dlib.org/dlib/november08/aschenbrenner/11aschenbrenner.html
Baldwin, Carliss Y., and Kim B. Clark. "What is Modularity?" Design Rules. Vol. 1: The Power of Modularity, 63-92. Cambridge, MA: MIT Press, 2000. http://site.ebrary.com.libproxy.lib.unc.edu/lib/uncch/Top?id=2001005
Chavez, Robert, Gregory Crane, Anne Sauer, Alison Babeu, Adrian Packel, and Gabriel Weaver. "Services Make the Repository." Journal of Digital Information 8, no. 2 (2007). http://journals.tdl.org/jodi/article/view/195/179
Marciano, Richard, Bertram Ludäscher, Ilya Zaslavsky, Reagan Moore, and Keith Pezzoli. "Multi-Level Information Modeling and Preservation of EGOV Data." In Electronic Government: First International Conference, Egov 2002, Aix-En-Provence, France, September 2-6, 2002: Proceedings, edited by Roland Traunmüller and Klaus Lenk, 93-100. Berlin: Springer, 2002.
Marciano, Richard, and Reagan Moore. "Technologies for Preservation." In Managing Electronic Records, 81-100. London: Facet Publishing, 2005.
"Model Requirements for the Management of Electronic Records: Update and Extension (MoReq2 Specification)." Hampshire, United Kingdom: Serco Consulting, 2008. http://www.moreq2.eu/
Pardo, Theresa A., Sharon S. Dawes, and Anthony M. Cresswell. "Opening Gateways: A Practical Guide for Designing Electronic Records Access Programs." Albany, NY: Center for Technology in Government, 2002. http://www.ctg.albany.edu/publications/guides/gateways/gateways.pdf
Rosenthal, David S. H., Thomas Robertson, Tom Lipkis, Vicky Reich, and Seth Morabito. "Requirements for Digital Preservation Systems: A Bottom-up Approach." D-Lib Magazine 11, no. 11 (2005). http://www.dlib.org/dlib/november05/rosenthal/11rosenthal.html
Aitken, Brian, Petra Helwig, Andrew Jackson, Andrew Lindley, Eleonora Nicchiarelli, and Seamus Ross. “The Planets Testbed: Science for Digital Preservation.” Code4Lib Journal 3 (2008). http://journal.code4lib.org/articles/83
Barateiro, José, Gonçalo Antunes, José Borbinha, and Filipe Freitas. "Challenges on Preserving Scientific Data with Data Grids." In Proceedings of DaGreS’09, 17-22. New York, NY: ACM Press, 2009.
Data Audit Framework: Implementation Guide. October 2009. http://www.data-audit.eu/docs/DAF_Implementation_Guide.pdf
Dunn, Christopher S., and Erik W. Austin. "Protecting Confidentiality in Archival Data Resources." IASSIST Quarterly 22, no. 2 (1998): 16-24.
Hedstrom, Margaret L. "Privacy, Computers, and Research Access to Confidential Information." Midwestern Archivist 6, no. 1 (1981): 5-18.
Helwig, Petra. “Test Methods for Testbed.” PLANETS Project. November 30, 2007. http://www.planets.arts.gla.ac.uk/docs/reports/Planets_TB3-D2_MethodsForTesting.pdf
Lakos, Amos, and Shelley Phipps. "Creating a Culture of Assessment: A Catalyst for Organizational Change." portal: Libraries and the Academy 4, no. 3 (2004): 345-61. http://muse.jhu.edu.libproxy.lib.unc.edu/journals/portal_libraries_and_the_academy/v004/4.3lakos.pdf
Moore, Reagan W. and MacKenzie Smith. “Automated Validation of Trusted Digital Repository Assessment Criteria.” Journal of Digital Information 8, no.2 (2007). http://journals.tdl.org/jodi/article/view/198/181
Rounds, Shawn P., and Mary P. Klauda. "Trustworthy Information Systems Handbook." Saint Paul, MN: State Archives Department, Minnesota Historical Society, 2002. http://www.mnhs.org/preserve/records/tis/tableofcontents.html
Brown, Adrian. "Legal Issues." In Archiving Websites: A Practical Guide for Information Management Professionals, 146-162. London: Facet, 2006.
Directory of Open Access Repositories (OpenDOAR). Policies Tool. http://www.opendoar.org/tools/en/policies.php
Schott, Maik, Jana Dittmann, Claus Vielhauer, Christian Krätzer, and Andreas Lang. "Integrity and Authenticity for Digital Long-Term Preservation in iRODS Grid Infrastructure." In 6th International Workshop for Technical, Economic and Legal Aspects of Business Models for Virtual Goods Incorporating the 4th International ODRL Workshop, October 16-18, 2008, Poznań, Poland, edited by Rüdiger Grimm and Susanne Guth, 90-104. Poznań: Poznań University of Economics Publishing House, 2008. http://www.virtualgoods.org/2008/90_VirtualGoods2008Book.pdf
Zhu, Bing, Richard Marciano, and Reagan W. Moore. "Enabling Inter-Repository Access Management between iRODS and Fedora." Paper presented at the 4th International Conference on Open Repositories, Atlanta, GA, May 18-21, 2009.
Distributed Custodial Archival Preservation Environments (DCAPE) project. http://dcape.org
Lee, Christopher A., Richard Marciano, Chien-yi Hou, and Chirag Shah. “Mainstreaming Preservation through Slicing and Dicing of Digital Repositories: Investigating Alternative Service and Resource Options for ContextMiner Using Data Grid Technology.” In Proceedings of the Sixth International Conference on Digital Preservation (iPres), San Francisco, California, October 5-6, 2009.
Allinson, Julie, Sebastien François and Stuart Lewis. “SWORD: Simple Web-Service Offering Repository Deposit.” Ariadne 54 (2008). http://www.ariadne.ac.uk/issue54/allinson-et-al/
“Decision Tree for Selection of Materials for Long-Term Retention.” Modified and updated by Deborah Woodyard-Robinson. Digital Preservation Coalition, March 8, 2006. http://www.dpconline.org/graphics/handbook/dec-tree.html
DiCaterino, Ann, Kai LarsenMei-Huei Tang, and Wen-Li Wang. "An Introduction to Workflow Management Systems." Albany, NY: Center for Technology in Government, 1997. http://www.ctg.albany.edu/publications/reports/workflow_mgmt/workflow_mgmt.pdf
Giaretta, David. “Preservation Workflows, Strategies and Infrastructure.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 177-184. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819
Goble, Carol. "Curating Services and Workflows: the Good, the Bad and the Downright Ugly." 3rd International Digital Curation Conference. Washington, DC, December 11-13, 2007. http://www.dcc.ac.uk/events/dcc-2007/programme/presentations/Day_Two/Carol_Goble_0840-0940.ppt
Heuscher, Stephan. "Workflows in Digital Preservation." Paper presented at the ERPANET Workshop on Workflow, Budapest, Hungary, October 13-15, 2004. http://www.erpanet.org/events/2004/budapest/presentations/Workflows_in_Digital_Preservation_2004-10-13.pdf
Higgins, Sarah. "Workflow Standards for E-Science." Digital Curation Centre. March 7, 2008. http://www.dcc.ac.uk/resource/standards-watch/workflow-standards-for-e-science/
Hou, Chien-Yi, Ilkay Altintas, Efrat Jaeger-Frank, Lucas Gilbert, Reagan Moore, Arcot Rajasekar, and Richard Marciano. "A Scientific Workflow Solution to the Archiving of Digital Media." HPDC workshop on Scientific Workflow Systems, Paris, France, 2006. https://www.irods.org/pubs/DICE_HPDC-DigArch.pdf
Hswe, Patricia, Joanne Kaczmarek, Leah Houser, and Janet Eke. "The Web Archives Workbench (WAW) Tool Suite: Taking an Archival Approach to the Preservation of Web Content." Library Trends 57, no. 3 (2009): 442-60. http://muse.jhu.edu.libproxy.lib.unc.edu/journals/library_trends/v057/57.3.hswe.pdf
John, Jeremy Leighton. "Adapting Existing Technologies for Digitally Archiving Personal Lives: Digital Forensics, Ancestral Computing, and Evolutionary Perspectives and Tools." Paper presented at iPRES 2008: The Fifth International Conference on Preservation of Digital Objects, London, UK, September 29-30, 2008. http://www.bl.uk/ipres2008/presentations_day1/09_John.pdf
Johnston, Leslie. “Development of Repository Architecture and Services at the University of Virginia Library.” Paper presented at DigCCurr2007: An International Symposium on Digital Curation, Chapel Hill, NC, April 18-20, 2007. http://ils.unc.edu/digccurr2007/papers/johnston_paper_8-1.pdf [See also conference presentation: http://ils.unc.edu/digccurr2007/slides/johnston_slides_8-1.pdf]
Johnston, Leslie. “Identifying and Implementing Modular Repository Services: Transfer and Inventory.” Presented at DigCCurr 2009: Digital Curation Practice, Promise and Prospects, Chapel Hill, NC, April 1-3, 2009. http://www.ils.unc.edu/digccurr2009/6d-johnston.pdf
Klett, Fanny, Ann Hägerfors, and Kuldar Aas. "State-of-the-Art, Stakeholder Needs, Application Scenarios." PROTAGE Consortium, 2008. http://www.protage.eu/files/D1%201-State-of-the-art-Needs-Scenarios%20ver%201%200.pdf [For presentation of workflow, see especially p.49-71, 80-87]
Kulovits, Hannes, Christoph Becker, Michael Kraxner, and Andreas Rauber. “Creating a Preservation Plan Using the Preservation Planning Tool Plato.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 45-46. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819 [See also conference demo presentation: http://www.ils.unc.edu/digccurr2009/2d-rauber-plato.pdf]
McCown, Frank, Michael L. Nelson, and Herbert Van de Sompel. "Everyone is a Curator: Human-Assisted Preservation for ORE Aggregations." In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 94-101. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819 [See also the conference presentation: http://www.ils.unc.edu/digccurr2009/5b-mccown.pdf]
Mavalankar, Vikram. "Extensions and an explanation module for the iRODS Rule Oriented Verifier." http://gradworks.umi.com/14/47/1447797.html
Mendling, Jan. "Process Modelling and Standardization." Paper presented at the ERPANET Workshop on Workflow, Budapest, Hungary, October 13-15, 2004. http://www.erpanet.org/events/2004/budapest/presentations/JanMendlingErpanet2004.pdf
Mitchell, Marilyn, ed. Library Workflow Redesign: Six Case Studies. Washington, DC: Council on Library and Information Resources, 2007. http://www.clir.org/pubs/reports/pub139/pub139.pdf
Moore, Reagan, and Bing Zhu. "Archiving Websites with iRODS: Ford.com Project." Presented at the Society of American Archivists Annual Meeting, San Francisco, California, August 26-30, 2008. https://www.irods.org/pubs/DICE_SAA-Ford-08.pdf
Morris, Steven P. and James Tuttle. “Curation and Preservation of Complex Data: The North Carolina Geospatial Data Archiving Project” Paper presented at DigCCurr2007: An International Symposium on Digital Curation, Chapel Hill, NC, April 18-20, 2007. http://ils.unc.edu/digccurr2007/papers/tuttle_paper_4-3.pdf [See also conference presentation: http://ils.unc.edu/digccurr2007/slides/tuttle_slides_4-3.pdf]
Müller, Eva, Uwe Klosa, Peter Hansson, and Stefan Andersson. "Archiving Workflow between a Local Repository and the National Archive Experiences from the DiVA Project." Paper presented at the Third ECDL Workshop on Web Archives, Trondheim, Norway, August 21, 2003. http://bibnum.bnf.fr/ecdl/2003/proceedings.php?f=muller
Niu, Jinfang and Margaret Hedstrom. “Documentation Evaluation Model for Social Science Data: An Empirical Test.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 125-129. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819 [See also conference presentation: http://www.ils.unc.edu/digccurr2009/6c-niu.pdf]
Producer-Archive Interface Methodology Abstract Standard. Washington, DC: Consultative Committee for Space Data Systems, 2004. (ISO 14721:2006) http://public.ccsds.org/publications/archive/651x0b1.pdf
Rajasekar, Arcot; Berman, Francine; Burnstan, Lynn; Kreisler, Harry; Schottlaender, Brian; Moore, Reagan; Marciano, Richard; Hou, Chien-Yi;”Building a Demonstration Prototype for the Preservation of Large-Scale Multimedia Collections”, 7th Annual International Conference on Digital Government Research, May 21-24, 2006, San Diego, CA, http://www.sdsc.edu/srb/projects/digarch/dgo2006_WRAP.ppt
Schmitz, Peter M.U., and Antony K. Cooper. "A Structured Workflow for Implementing Digital Archiving Standards in an Organisation." Paper presented at the African Digital Scholarship & Curation, May 12-14, 2009. http://www.library.up.ac.za/digi/docs/schmitz_paper.pdf
Smorul, Mike, Mike McGann, and Joseph JaJa. “The Use of the Producer-Archive Workflow Network (PAWN) in Support of Customized Archival Practice.” Paper presented at DigCCurr2007: An International Symposium on Digital Curation, Chapel Hill, NC, April 18-20, 2007. http://ils.unc.edu/digccurr2007/papers/smorul_paper_6-3.pdf
Strodl, Stephan, Florian Motlik, and Andreas Rauber. “Hoppla - Digital Preservation Support for Small Institutions.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 47-48. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819 [See also the conference presentation: http://www.ils.unc.edu/digccurr2009/6a-rauber.pdf]
Underwood, William E. "The Presidential Electronic Records Pilot System: Results of Laboratory Experiments and Use by Archivists." Georgia Tech Research Institute, 2003. http://perpos.gtri.gatech.edu/perpos/publications/TR2003-01.pdf
Weber, Mary Beth and Sharon Favaro. "Beyond Dublin Core: Development of the Workflow Management System and Metadata Implementation at Rutgers, The State University of New Jersey." Paper presented at DigCCurr2007: An International Symposium on Digital Curation, Chapel Hill, NC, April 18-20, 2007. http://ils.unc.edu/digccurr2007/papers/weberFavaro_paper_4-1.pdf [See also conference presentation: http://ils.unc.edu/digccurr2007/slides/weber_slides_4-1.pdf]
Whiteman, Cole. "Mapping Processes in Motion: Visualizing the ICPSR Data Pipeline." Paper presented at New Skills for a Digital Era, Washington, DC, May 31 - June 2, 2006. http://rpm.lib.az.us/NewSkills/CaseStudies/11_Whiteman.pdf
Yu, Holly. Content and Workflow Management for Library Web Sites: Case Studies. Hershey, PA: Information Science Pub., 2005.
Alink, W., R.A.F. Bhoedjang, P.A. Boncz, and A.P. de Vries. "XIRAF – XML-Based Indexing and Querying for Digital Forensics." Digital Investigation (2006): S50-S58.
Antunes, Gonçalo, and José Barateiro. "Securing the iRODS Metadata Catalog for Digital Preservation." In Research and Advanced Technology for Digital Libraries: 13th European Conference. ECDL 2009, Corfu, Greece, September 27 - October 2, 2009, Proceedings, edited by Maristella Agosti, José Borbinha, Sarantos Kapidakis, Christos Papatheodorou and Giannis Tsakonas, 412-15. Berlin: Springer, 2009.
Barateiro, José, Gonçalo Antunes, Manuel Cabral, José Borbinha, and Rodrigo Rodrigues. "Using a Grid for Digital Preservation." In Digital Libraries: Universal and Ubiquitous Access to Information: 11th International Conference on Asian Digital Libraries, ICADL 2008, Bali, Indonesia, December 2-5, 2008, Proceedings, edited by George Buchanan, Masood Masoodian and Sally Jo Cunningham. Berlin: Springer, 2008. http://www.springerlink.com.libproxy.lib.unc.edu/content/k71v8x6081738x18/
Brandt, Olaf, Markus Enders, Bill Kehoe, and Marcy Rosenkrantz. "Matharc: Metadata Schema for Exchanging Aips." 2005. http://www.library.cornell.edu/dlit/MathArc/web/resources/MathArc_metadataschema_v1.3.doc
Garfinkel, Simson L. "Automating Disk Forensic Processing with SleuthKit, XML and Python." Paper presented at the Fourth International IEEE Workshop on Systematic Approaches to Digital Forensic Engineering, Oakland, CA, USA, May 21, 2009. http://www.simson.net/xml_forensics.pdf
Guenther, Rebecca S. "Battle of the Buzzwords: Flexibility Vs. Interoperability When Implementing Premis in Mets." D-Lib Magazine 14, no. 7/8 (2008). http://dx.doi.org/10.1045/july2008-guenther
Migletz, James J. "Automated Metadata Extraction." Master’s Thesis, Naval Postgraduate School, 2008. http://cisr.nps.navy.mil/downloads/theses/08thesis_migletz.pdf
PREMIS Editorial Committee. PREMIS Data Dictionary for Preservation Metadata, version 2.0. 2008. http://www.loc.gov/standards/premis/v2/premis-2-0.pdf
Producer-Archive Interface Specification (PAIS). Washington, DC: Consultative Committee for Space Data Systems, October 2009. CCSDS-651.1-W-11.
She, Joanne and Myron B. Chace. “Creating Metadata for a Digital Database: A Case Study.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 60-67. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819
Thomas, Susan, Renhart Gittens, Janette Martin, and Fran Baker. "Administrative and preservation metadata." In Workbook on Digital Private Papers. 2007. http://www.paradigm.ac.uk/workbook/metadata/
Underwood, William. “Automatic Metadata Extraction for Archival Description and Access.” In Proceedings of the Society of American Archivists Research Forum. Chicago, IL: Society of American Archivists, 2008. http://www.archivists.org/publications/proceedings/researchforum/2008/papers/WilliamUnderwood-SAA-ResearchPaper-2008.pdf
Ward, Jewel, Jennifer Mantooth, Antoine de Torcy, Mason Chua, and Jonathan Crabtree. “Integrating Metadata into the NARA Transcontinental Persistent Archive Prototype via the OAI-PMH.” In Proceedings of DigCCurr2009: Digital Curation: Practice, Promise, and Prospects, edited by Helen R. Tibbo, Carolyn Hank, Christopher A. Lee, and Rachael Clemens, 57-59. Chapel Hill, NC: University of North Carolina, School of Information and Library Science, 2009. http://www.lulu.com/product/paperback/proceedings-of-digccurr2009-digital-curation-practice-promise-and-prospects/4994819
Weise, Andrea, Adil Hasan, Mark Hedges, and Jens Jensen. "Managing Provenance in iRODS." In Proceedings of ICCS 2009, 667–676. Berlin: Springer: 2009. http://www.springerlink.com/content/d125n3871h357301/