ID: 135



Jordi Serra is Director of the Master’s Degree on Records and Information Management of the University of Barcelona. He has worked as head records manager of several Departments of the autonomous Government of Catalonia, and has experience as expert consultant in records and information management, process improvement and digital preservation both in public and private sector. He has been teaching for more than twenty years about electronic records management, process analysis and digital preservation for several universities and professional organizations. He has been member of DLM-Forum on electronic records, and now is board member of the Association of Catalan Archivists, in charge of research and development.


An example of digital preservation policies and learning programs as a new business opportunity for consulting and archivists

Brief summary:

This communication presents some consultancy experiences developed in Latin America using the Digital Preservation Europe’s PLATTER model to develop an Institutional Digital Preservation Policy and a learning program, explain what has been the results and thinks about this as a new business opportunity for archivists.


Digital preservation becomes every day more collaborative and prone to outsourcing. Technical solutions and services are available to solve most of the digital preservation issues, specially for administrative purposes (textual documents and data preservation). And the market of digital preservation in the cloud is expected to grow increasingly in the next years. So, few digital archives will need to develop his own digital preservation infraestructure, as it find cloud services that cover its needs.

However here appears another business opportunity, that’s how a traditional archive, without experience in preserving digital records, can know which are its needs and risks, what services are optimal for them, and how it could contract, use, control and maintain this services. This archive needs a reliable and detailed
Preservation policy and strategy, based on an standard model, and a strictly responsibilities allocation to ensure the institutional commitment over time. This communication will talk about this new business opportunity for consulting and professional teaching, based on experiences developed in Latin America using the Digital Preservation Europe’s PLATTER model for preservation policy design, and the experience of University of Barcelona for digital preservation learning programs design.

The main contributions of this communication are explained in the next field.

(Write communication will be presented in english, and oral in catalan).

Scientific contribution:

An specific use of a model like PLATTER, mapped with TRAC (ISO 16363) and others, to define de structure of the digital preservation policy, at two levels: policy statements and responsibilites, and preservation strategy about processes, information objects and file formats.

A particular interpretation of the use of OAIS submission agreement concept integrated with the appraisal schedules, to integrate the preservation of all the records and information in a single preservation process map despite its format and phisical support.

A model to explain and make understandable the digital preservation concepts, and to train archives professionals with no IT skills to maintain and update a preservation policy.

A detection of new business opportunities for archivists and records managers, for the traditional archival methodologies, and also for consulting on public and private sector.


digital preservation, preservation policy, preservation strategy, preservation file formats, PLATTER, OAIS, submission agreement, consulting, learning program