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HERFORUM  January 2014

HERFORUM January 2014

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Subject:

Re: PDF/A reports - Supporting Reference collection indexes and disposals policy

From:

"MacLean, Sarah" <[log in to unmask]>

Reply-To:

Issues related to Historic Environment Records <[log in to unmask]>

Date:

Wed, 15 Jan 2014 09:18:45 +0000

Content-Type:

text/plain

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Parts/Attachments

text/plain (65 lines)

Dear all,

I feel this is an excellent point at which to remind you all of a couple of pieces of work which HERs should consider undertaking. 

Creating a index of your supporting reference collection is a good idea, especially if you have an office move on the horizon. For those of you who have undertaken an audit in recent years you will have either done this or started to do this. It is a useful way of identifying what is in your core supporting reference collection and help you sift out items that can be disposed of. For more information on indexing supporting reference collections take a look at section 3.4.1 of the current audit specification (p32-34). You can also use table 11 from the audit tables as a starting point for creating your index. Both the audit specification and the tables can be found in the HER Forum file area at https://www.jiscmail.ac.uk/cgi-bin/filearea.cgi?LMGT1=HERFORUM&f=/HER_Audit/Full_Audit

Alongside your index you really should have a disposals policy. The policy is a statement of what the HER does and does not hold, as well as listing suitable repositories for the stuff you don't accept. It can be as detailed as you like but it is a useful opportunity to state even the status quo in writing. There is a template to help you write a disposals policy so there is no excuse not to do one! The template is also available in the HER Forum File area in this folder, https://www.jiscmail.ac.uk/cgi-bin/filearea.cgi?LMGT1=HERFORUM&f=/HER_Policy_Templates .

If you have difficulty downloading any of these files from the File Area please contact me off list and I will e-mail them to you.

All the best

Sarah


Sarah MacLean
Heritage Information Partnerships Supervisor
English Heritage

-----Original Message-----
From: Issues related to Historic Environment Records [mailto:[log in to unmask]] On Behalf Of Chris Wardle
Sent: 15 January 2014 08:02
To: [log in to unmask]
Subject: Re: PDF/A reports

Hi All,

The 'elephant in the room' in this discussion is the growing number of HERs that do not have the storage space for hard copies. I understand that Helen no longer has the storage space for them, nor does my former workplace in Staffordshire, and Derbyshire too. As HERS move offices, and are increasingly shoehorned into ever smaller offices, the number that no longer has the space for paper copies is bound to grow.

Currently we have adequate space both to hold paper reports and space for at least some more. Though I realised a few years ago that one day space would be an issue and resisted a proposal by EH for the City HER to be a depository for details of building foundations. Units almost invariably supply me with digital copies, as its cheaper for them to do so and I no longer insist on a paper copy.

Shortly we will have to moving to new offices ('cos our present late '60s/early '70s building is crumbling). In these fine offices there will not be the space for paper reports, so I will have to get those paper reports I have digitized. What concerns me is the reports I have had over the last few years about the corruptibility of normal pdfs

Chris    

-----Original Message-----
From: Issues related to Historic Environment Records [mailto:[log in to unmask]] On Behalf Of Tim Evans
Sent: 14 January 2014 19:54
To: [log in to unmask]
Subject: Re: PDF/A reports

Dear All,

Just to briefly follow up on a few of the issues raised on this subject.

We (the ADS) receive alot of PDF files (of all shapes, formats and sizes) as well as DOC, RTF, ODT etc through OASIS. Part of our OASIS/Grey Literature Library remit is to ensure that these files are 'preserved', i.e. in the future (be it 2 years or 20) they can be opened and migrated to other formats. Converting PDFs to other formats (such as DOC or HTML) creates a pretty ugly and unusable product, therefore we took the plunge and opted for PDF/A 1 (versions A and B) for creating preservation versions of files uploaded as PDF. It's a situation we continue to monitor, including examining the more recent PDF/A 2 and 3 standards.

I should stress, although we ask for people to upload PDF/A if possible, as Julia notes we don't/can't enforce it. Thus most conversions are done in-house using a range of purchased software including Adobe Pro and PDFTron. Even then, conversions of existing PDFs to PDF/A are troublesome - some will not convert to the profile.

Again, as noted below, bigger organizations have a wide range of standard software (Office or Adobe) which creates valid PDF/A files. The issues tend to crop up with various bits of freeware (and even some software you have to pay for) which claim to create PDF/A, but in reality don't (mainly through bugs in the software rather than any malicious intent).  As for technical advice, its' well worth reminding contractors that most modern word-processing packages (including OpenOffice which is free) create valid PDF/A 1A files. In addition, further information can be found here: http://www.pdfa.org/tag/pdfa-validation/ Although bear in mind it is "pro PDF/A".

A colleague and I recently wrote a short article summarisingalot of these points, which is Open Access and can be found here: http://www.niso.org/publications/isq/2013/v25no3/moore At the very least, it's a good cure for insomnia.

If anyone has any further questions about how we deal with PDFs you're always welcome to email us off-list, we'll try and advise as best we can.

With Regards
Tim Evans

Archaeology Data Service

This e-mail (and any attachments) is confidential and may contain personal views which are not the views of English Heritage unless specifically stated. If you have received it in error, please delete it from your system and notify the sender immediately. Do not use, copy or disclose the information in any way nor act in reliance on it. Any information sent to English Heritage may become publicly available.

Portico: your gateway to information on sites in the National Heritage Collection; have a look and tell us what you think. 
http://www.english-heritage.org.uk/professional/archives-and-collections/portico/

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