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Resources on Botany, Horticulture, and Natural History Literature:
XVI International Botanical Congress - CBHL Symposium

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The electronic botanical library :
The way to preserve our heritage of botanical research?

by Malcolm Beasley, Botany Librarian
The Natural History Museum, London

Introduction

Current technological advances and the Internet extend the traditional contact between library and user. Interaction now includes e-mail, personal searching of catalogues, electronic document delivery and viewing of documents. Such developments raise the inseparable issues of access to botanical literature and its preservation and conservation. Custodians of scientific literature that is often hundreds of years old must realise its fragility, relatively temporary nature and importance as a resource for research. Has the time now come to preserve and disseminate botanical information by electronic means? That is perhaps an irreversible step, yet one being driven by scientific expectation, need and development. The implications are discussed in the context of a major international research library.

Imagine for a moment the need to select information to take away from Earth if we were evacuating the planet, to go to a new home. Yes, it is a farfetched concept, appealing to the science fiction enthusiasts among us, but in these days of asteroid impact threat studies, it would serve us well to dream constructively about safeguarding our total resources of knowledge. What would we take, if it were possible? What would you, as botanists, want to take personally from the ideal botanical library? Put another way, what would we need to take to save the absolute core understanding of botanical research up to the time of leaving? Well, I will leave you all to dream seriously later on, but my scenario serves a purpose. You have heard how we must today all take care of the heritage we are using and creating for the future. We must also take responsibility for the care and maintenance of the books and other documents in our botanical libraries. As a librarian, I can only endorse that and repeat the message, whilst trying to follow best practise myself. Even that is sometimes difficult and not all in my profession would always be able to agree on what we mean by it.

Everyday preservation - the example of photocopying

Whenever I pass a photocopier at my place of work, I always look to see if someone is using it. If they are, I ask myself if one of the library books is being copied and is it being done satisfactorily? I am in charge of a collection of some 40,000 books and I sometimes see the worst things being done to these important items. I try to educate users of our Library into how best to use the stock in the safest and most acceptable manner, for whatever their needs. The same scenario takes place in probably a hundred other similar institutions, including those of many of the delegates attending this session. Just think though, what happens when I do not see copying take place, when I am away, when someone needs something urgently?

The message I would like to impress on you to take back to all of your colleagues and places of work, even to your own library staff, is to look after the books, periodicals, maps and everything you may have use of in your libraries. The material wears out, it will not last forever and it is probably irreplaceable. Think about what you need, where the information will come from and in what form you need that information. Does it really have to be a photocopy? Do you and your colleagues need to keep handling the same stock over and over again? Would anything be suitable to give a preservation priority?

I offer you a real example of what I mean. I recently had a request from the southern hemisphere, for an old and obscure Italian botanical paper. Our library, being historically rich in journals, had the required item on the shelves, itself something not very many botanical libraries could offer. When I came to see if I could photocopy the required article, which was quite long, I realised the paper was ageing badly, it was light brown and had crumbling edges. It had that acidic, musty smell always associated with paper decay. I could only just manage to copy the whole paper, even with very great care. We use a photocopier which has a cut-away edge which allows whole pages to be copied right into the centre of the spine and is sympathetic to fragile items, but even so, a few small fragments of paper were lost in the copying process. You could suggest I should not have attempted copying. I put it to you in my defence, that here was a rare document being needed for use by someone who could not otherwise obtain it easily, if at all. The journal has very rarely been used and is usually just sitting on a shelf, rotting. Yes, I use that word literally. All of the paper you use and on which the information you read is printed is decaying and has a varied life expectancy. At least I can now say that a useable second copy of that paper now exists somewhere else and is being given scientific scrutiny again. But only just, for if our volume had been too far decayed, could the enquirer have obtained the information needed anywhere else?

What can I offer you as a result of this short story? Well, I would like to have been able to digitise the document. It was out of copyright and would have benefited from being stored as an image file, with some image enhancement perhaps, to overcome the darkening caused by the acidic decay of its paper. Such an act would of course help, thereby making the article readily available for others to use as well. But should enhancement or other alteration to the document's appearance be acceptable practise? These are perhaps two of the key elements of the digital argument in a library setting. If a legitimately made file exists, it can be rapidly made available for use many times over, assuming it is catalogued and easily retrievable and safeguarded by a recognised provider. If it is backed-up and preserved in the best practise of digital data management, its future is long-term.

But this is not to suggest that we forget and discard the original document that has been digitised. No. Librarians must insist that the traditional practices of preservation of original material, manuscript, artistic or printed, must continue.

Old formats and new formats

Librarians are responding to the new technologies by reorganising their staff and reader facilities, taking on new skills and providing IT training, as well as bringing in new IT specialists to set up and run networks. There is an opportunity to attract new funding as new resource demands are created in the IT areas. Librarians are using the new web tools and resources available to seek information sources, book suppliers, e-journals and a multitude of other sites to assist in enquiry answering, something which can provide a surprisingly fresh approach to a regular task. There is recognition that in this new working environment, both staff and users will still occasionally need guiding and coaxing through use of the new systems, services and inevitable technical problems. It is worth remembering that electronic documents can be supplied or accessed by using traditional acquisitions policies. They may add to printed materials and, or, substitute for them. Should additional forms of the same document be acquired? Only local circumstances and policies can determine this. Things are moving forwards sometimes very rapidly, whilst in the wake of such progressive developments, there is the slower current of reasoned adaptation and acceptance of the new technologies as they are tried out, tested and applied.

At The Natural History Museum in London, we do all of this and have an additional obligation to consider. This is to preserve such items indefinitely. This has to be done in an order of priorities and is heavily dependent upon financial resources, the skills of binders and conservators and the selection of items for conservation by the library staff, who themselves must be fully aware of such matters. Training our staff in this area is not forgotten either, as with diminishing resources, such skills may be reduced and awareness of preservation issues neglected.

To help us more generally, it is worth looking at the recently issued International Federation of Library Associations document entitled Principles for the care and handling of library material, which is the first part of their series International Preservation Issues, issued in 1998. Incidentally, the work itself is printed on permanent paper to ISO 9706:1994, which covers the permanency of paper for documents. If you ask your library staff to ensure this work is available, we can all begin to apply some quite basic steps towards preserving the botanical heritage we currently enjoy use of. Without this, we may find that very soon, many items you take for granted today and use regularly may become unavailable or are put on restricted access. Think more often of your books and journals as being irreplaceable, to help look after them, as it is not just you who uses them but those who come after you and probably those who came before you, also.

I would add that different types of material often need different storage conditions, as my colleagues will have mentioned. Ideally, this means when items are in use too, so please keep literature out of the sunlight if possible and handle with care! The same applies to digital media. Floppy discs, CD-ROMS and tapes, as well as other formats, all need to be kept away from heat, which decays the substrate on which the data is carried.

Tapes

For example, if you look at old reel-to-reel audio recording tape, perhaps only twenty years old, the cheaper brands often display the dreadful feature of their metal oxide peeling away from the plastic tape on which it was laid down. That is data falling off its carrier! It is irretrievable, just like a failed disc today. The Commission on Preservation and Access has demonstrated tape life expectancy to be only a few tens of years (10 - 30), which I can personally concur with on the basis of old tapes seen, but it will vary with the original manufacturer and quality of tape.

I would also add that my experience is with analogue sound recordings, so whether we are able to extrapolate the same lifetime to digital recordings of any type, I am uncertain. DAT tapes, for instance, use a spinning head, helical recording system rather like that of a video recorder, so there may be much greater wear on the tape at every pass, in comparison to a fixed head system of an analogue sound recorder. Much the same can be inferred for video tapes and cassette tapes in their various formats. There is also perhaps a risk of imprinting, again something I have experienced with audio tapes, where magnetic effects cause layers of tape on a spool to pick up information from each other, like a shadow, the sounds mixing together on playback. Can this happen to digital information on tape?

Compact discs

Neither I nor anyone else can say for certain how long any compact disc will last, either. Studies done by university researchers in the USA suggest less than fifty years. This will depend on whether the disc is in use or just safely stored but it is constantly vulnerable. Ultimately, the users are the biggest threat to disc safety whilst in use, so it may be necessary to have duplicate copies of some data for daily regular use, perhaps in other formats as well, and a master copy or more in safe proper storage elsewhere.

I would like to summarise some key points, as offered by Kodak to consumers, which are both relevant to data storage and add to our understanding of the CD itself. Writable CDs use a layer of organic dye to store data, which itself follows a spiral track moulded into the polycarbonate disc for the laser to follow. The laser burns and darkens sections to mimic the microscopic pits which a read only CD uses as its data store. This layer of dye is backed by a gold layer, to reflect the reading laser. A conventional read-only compact disc has an aluminium-chromium layer and no dye. Note that a disc is written and read from underneath, so its surface is particularly vulnerable to damage. A writable disc is more susceptible to damage than a CD-ROM, particularly before being written on by the laser, because scratches, fingerprints and other blemishes might diffuse the more powerful writing laser beam, causing it to incompletely burn the dye layer and so lose data.

So what are best handling procedures? Good storage containers, such as the jewel cases in which many are originally packaged, are the first essential. They are durable and give physical protection. Only handle discs by their edges and protect them as much as possible from light, dust and environment changes. Severe flexing of the disc during handling is discouraged, as this can distort the data-carrying layers within. Similarly, do not press things into their surfaces, such as a ball-point pen while writing, as this will cause the same effect. Do not try to clean CDs with solvents and do not put labels onto discs, as this can unbalance them in the reading equipment, making them unreadable. If a label has been applied, do not peel it off, as this may cause delamination of the disc. Beware of writing on CDs with marker pens containing solvents. If you need to clean a disc, use a non-abrasive tissue or soft cloth and rub from the centre outwards, in a straight line, to prevent scratches forming, which the laser may follow and try to read.

A disc's life is over when it cannot be read, which when it happens suggests to the user that either the disc and/or the reading equipment has failed. Remember also that such discs are read by software routinely handling errors in the data stream, so errors are usually present in the discs and normally overcome. Deterioration will just increase the number of errors to be read and at some point, those become too much for the software to handle. The disc then fails. It is worth considering that the early CDs of the 1980's may be less durable than modern ones, as the metal coatings used on them were variable in quality. If a disc appears semi-transparent when held up to the light or if it shows pin holes in the metal layer, it may be prone to oxidation and failure. Are writeable discs stable and permanent data storage devices? Some, if left in bright light, will have their chemistry altered, which means data can be lost through loss of contrast during playback. Prevention is increased if discs are stored in their standard caddies or opaque containers out of direct sunlight. Recommended storage is a cool and dry environment.

Interestingly, it is not recommended to freeze CDs to promote their longevity. Storage at 25 degrees Celsius and 40 percent humidity is expected to give a disc life of about 200 years. This is a useful measure of permanence in the context of our considering paper preservation. Obviously, even if such a time elapsed, the question of the data being readable is unanswerable. Whether equipment to read it will then exist is unknown. Two hundred years ago, electricity was only just being discovered! There are still no recommended international standards for disc storage, so the advice given here is clearly a form of best currently accepted practice. Do we still think the botanical library can be digitised? I recommend you might look at the COOL (Conservation On Line) website for further information and background to all aspects of preservation as mentioned here today.

Need for funding support

Perhaps it is becoming imperative that funding be increased to libraries and specially allocated from within botanical research, to assist in the preservation of the very literature and documents which botany uses. I cannot help but notice that researchers bid for research funding, yet when they receive it, nothing is specifically allocated towards the libraries those persons will use. Why cannot a percentage or lump sum of any grant be earmarked for literature support? Such a move could radically change the often daunting tasks of preservation, conservation, curation and digitisation in libraries. It would promote, assist and even enable research work. If this sounds a radical proposition, I have actually put this point to researchers in receipt of grants and they have agreed with my view, but cannot see a mechanism to achieve such aims.

My point is one of saying libraries need research-quality funding if they are to be used as a part of the research process. They are inseparable from it. Books and journals cost an extraordinary amount in many cases. We had an example of three historically significant, folio, colour-printed volumes generously donated to our library a few years ago. If we had purchased them, they would have cost us about six thousand pounds sterling, or nine thousand dollars. That would be beyond our normal budget, so they probably would never have been acquired. But here is another avenue for support, that of donations to enrich research collections from the funds and goodwill of corporate or individual sources, because they recognise the long-term worth of such an action. Yes, libraries everywhere still seek and recognise benefactors, to add to their shelves something which money alone can never buy.

An ever-growing information resource

We have amassed a collection of botanical information so large and diverse, so ever-expanding, that already no one library holds it all. All of you in the audience, even as users of botanical information, never see this entire resource. I do not, despite being a botanical librarian in one of the world's most important collections of botanical information. It is just simply such a large and diverse resource that it has spread beyond a single, simple discipline of research. As our knowledge has broadened and at the same time become more and more specific, so has the literature increased. Today, interdisciplinary studies cause an even wider resource to be required to feed botanical enquiry, and that is too much to find in one location.

It is not on the Internet, either. Our needs for information extend beyond the "home" research library to the key national and international libraries. Then there are our personal research contacts, which sometimes supply information, and also the anonymous area of inter-library loans for those requests for photocopies. Have you ever thought of where they all come from? Finally perhaps, we may need to go to the special sources, which have to be personally viewed because of their uniqueness, fragility or obscurity. Does it necessarily follow that because a title is not on your library shelves you do not need it? What if you do not know of it or if it is in a language you cannot read or speak? If a title is the most critical work for your topic of research, should not a library somewhere stock it so that you either come across it by serendipity or through the citation or recommendation of others who have seen it? I leave you to form your own conclusions. It is no good referring people back to literature dating from 1850, for instance, if they cannot access that same material, or its substitute, whatever its scientific necessity, merit or worth.

No book, no more research. It is as simple as that. The whole process crumbles together with the decaying paper, which someone wanted you to read. Such facts strongly suggest that the time has come where electronic tools can enable us to offer new means of preservation of the information contained within printed documents. Subject to copyright considerations, this will allow provision of substitutes for rare, fragile or otherwise unavailable items.

As you can see, librarianship has quite a task facing it, which although similar to other preservation activities in many other disciplines, has special obligations because it cares for the evidence of intellectual studies, in our case, the study of botany. Consider the growing problem of retrieval of information from digital resources. How do you index them? How do you cope with millions of documents available globally, and how do you search them? Are databases such as Biosis going to be adequate for the future? This consideration is just part of the librarians' task ahead.

Digitisation et the natural history museum

So, what is the Botany Library of The Natural History Museum in London doing in the realms of digitisation? Does it offer any clues to the content of the digital botanical library? I can report that we are approaching the matter with care, fully aware of the many pitfalls and the need to have a powerful Information Technology (IT) facility in place to support our needs for research purposes. In our libraries, we have carried out several experiments in digital image capture. We have access to the Internet and the many databases available through that, some free of cost, others by subscription, which may be made available to staff. Then there is also a developing area of Geographical Information Systems (GIS) use, which has so far only been used by our scientists. In the future, it might well become available to our local readers and to external users, as an extension to the botanical literature. This would involve linking places, specimens, geography, literature citations or digital images and text as well as the Internet and even a chronological dimension into one live package. Matters relating to free access or perhaps chargeable access to certain levels of data will have to be considered against a background of copyright issues, growing orientation towards freedom of information and research areas with sensitive data, perhaps in process. Increasingly we see much of our data as digital objects and so need to develop a networked environment to handle them together with the outside world's resources in parallel.
The development of Dublin Core standards for the cataloguing and description of digital objects and the use of SGML, DOI, XML and other possible protocols are under discussion at the international level. The Natural History Museum is involved in that work as part of our desire to make our collection information available. In 1996 there was the "Preserving Digital Information" report by the Task Force on Archiving of Digital Information, commissioned by the Research Libraries Group and the Commission on Preservation and Access. This mentioned the "fragility of cultural memory", which I rather like as a phrase. The CPA is based at Stanford and encourages collaboration among libraries and related organisations to ensure the preservation of the documentary records in all formats to give "enduring access to scholarly information." The more people that understand these issues, the more support we will get to do what has to be done.

At The Natural History Museum, we are also hoping to digitise more colour transparencies of our artwork for archival backup and quick visual reference access by readers, as well as for wider internal use of these materials. This work involves the use of scanners, and I would just point out here the necessity to make sure transparencies are dust free before scanning. It may seem obvious, but can easily be overlooked and then leave you with corrupted data, digital dust! Also consider the need to have a scale against original materials being scanned or photographed, and perhaps also a standard colour patch, for colour balance reference.

Our thriving Picture Library will make further use of images, as they become available in what will be a slow rolling programme of discovery. All of this could be done in any botanical library with a basic current range of resources and capabilities, but again it is necessary to consider the position of those not in such a well-off position. That needs to be given special consideration on a case-by-case basis and could well even depend on the availability of electricity, rather than technological hardware. There is also the issue of local staff skill levels to consider. I am trying to think in a global context here, as it is too easy to look at such matters from my own library's position in the European context. Europe needs to adopt and follow policies to enable a strategy of digital and traditional conservation for the preservation of information, to support the scholarship and research of the future.

The networked library

Of course, we use e-mail constantly, but not exclusively. Many of our clients do not have such systems, and some who do, still prefer to send us a letter, a fact borne out in a recent survey in England by a commercial postage company who surveyed customers. Letters are still seen as a reliable means of communication. However, we could not do without e-mail in our libraries and it has certainly assisted international collaboration, co-operation and communications, demolishing the old problems of time zones. We use it for Inter-Library Loans and extend that into use of services such as those offered by the British Library and its ARTTEL service, which we still essentially need from time to time. We also use BIDS, an academic subscription service from Bath University and some free services through the Internet, such as CARL. There are also image databases, such as Flora Danica online and other local floras, even some books entirely digitised. We have networked key CD-ROM databases internally so that staff have access in the libraries together with other gateway services, which we intend to evaluate and make available in a structured manner through a library and university consortium currently under development. Internet facilities require constant review and quality assessment of current information provided. We use the OCLC services for cataloguing incoming literature more easily and we can check information and bibliographic data through other library catalogues around the world with relative ease.

There is a barrier to cross when non-English language sites are used. This is another important issue in the preservation of data. Can we understand it sufficiently to warrant preservation in our own country? Would it be best served by being kept in its country of origin instead and then accessed remotely when needed? Where should resources be aimed to enable such a means of sensible data storage? Hopefully, all foreign text characters will eventually be handled by Unicode or similar software.

I was involved in a pilot scheme using a commercial searchable image database, customised to our needs but in a rather too experimental support environment. Lessons learned include the essentials of having interconnected machines, both desktop PCs and servers at all workstations involved in the project. Internet, as well as e-mail functions on each machine proved invaluable, particularly when we started to move large images, say of more than one megabyte, around our network. Yes, we had to check to see that it could cope with the occasional high traffic density thus caused. We also learned that if you have to master CD-ROMs, it should be done internally if at all possible, but if you must use external resources, make sure they know what you require as a finished product. We lost much time in having CDs mastered to inappropriate colour standards at a time when we were unable to detect the deficiency. However, we learn from early problems and accept that sometimes if you are taking a lead in experimental curation, things may not work out. Technical support was another essential need in terms of our customised software, which unfortunately did not meet our eventual requirements.

One other critical matter is that of constantly having to upgrade equipment to meet expectation and the needs of a project. Throughout, we have upgraded PCs on a cyclic basis but at the moment, with new processors becoming very much more powerful, our minimum standards for PC specifications have become top-of-the-range, if compared to the domestic market. This is likely to rapidly need higher specification as the newly developed 600 MHz chips become available. There are knock-on effects to also consider, such as display screen size being too small and unsuitable for viewing purposes.

We have a small range of botanical CD-ROMs and floppy discs of various kinds and in several languages, some multimedia. This includes medicinal plant encyclopaedias, interactive plant identification keys, and databases such as the Index Kewensis and the Plant Finder. We intend to collect whatever discs are relevant to our collections policy. Through careful storage and handling, these should last for as long as is necessary, but much will depend upon technological changes as to when they become obsolete and when they are no longer of use. That, I think, is the more difficult issue to handle in terms of indefinite preservation.

I currently need to review the condition and usability of the old 5 1/4 inch floppy discs, some of which are beginning to be unreliable in use. We have very few remaining machines which can read them, so I will need to check on our ability to legitimately copy their contents to other formats and somehow record the curation activity, if doing so. Whether CDs are a back-up option, I cannot yet say, but you will see that a reader still potentially needs access to the data, even if it is outmoded and obsolete, if we are to offer a historical perspective for eventual research into machine-readable botanical resources. There are old software packages too, which fall into this same category. Can they still be run and used for their once intended purpose, even today, let alone the future? My conversation with a botanist earlier this week suggested such data is at risk, as packages change. Their output may possibly vary between versions. So, do we decide to save obsolete tools and data, which would require us to provide a means of reading or otherwise interacting with it? By comparison, we do keep obsolete books to create what is the historical record of botany.

One other major development at The Natural History Museum in London, recently achieved, has been the creation of an Internet-accessible searchable image database to support our commercial Picture Library. That uses botanical library and other natural history images to generate some income for our institution. In addition, it provides to our readers a means of browsing and searching of images, supplementing our extensive collections of colour transparencies. We have over 40,000 artworks in our botanical library collections alone, yet relatively few have so far been photographed. Any substitute images can take pressure off the original materials, at least in theory, until the originals have to be consulted for genuine reasons, as opposed to casual browsing for enjoyment. This is likely to be the same at best, in many other botanical libraries. We have a long way to go and I do not yet see a replacement for photography of the unique artworks of immense scientific, historical, cultural and artistic importance.

Consider also the matters of image resolution, the inevitable approximate likeness to an original image of any scanned or other digital image, plus the numerous difficulties in recreating true colour on a screen and then again on a colour printer. There are many specialised technical issues to cover here. However, I do see the use of a digital camera soon becoming very desirable in making a short cut to getting good quality images into a database, without the need for complex and laborious photographic processes. Our Botany Department has already used a very sophisticated digital camera to digitise unique specimens from the collections of Sir Hans Sloane, the nucleus historical material from the old British Museum, our founding body, dating from the seventeenth century. Some of this data is now available through the Internet, yet the master files are very large and only accessible internally for reproduction process requirements in reality. Perhaps soon, large files will be more the norm for daily use. Generally though, how we treat all such data internally, particularly from an Archives point of view, is still to be decided and we need to give it much careful and critical assessment. It would be correct to state, I believe, that once anyone begins to use computers, you are forever tied to that medium of digital data although it may sometimes only be used passively with traditional materials, such as books!

Data security

At this point I must not forget the fact that we have an on-line library catalogue and other databases. All of these need their data protected and secured for the future, even whilst new data is being added. We found a change of library management system two years ago caused some difficulties in terms of migrating data into the new system, so had to agree to cut out some data which was going to become irretrievable in the new system. That meant it had to be preserved in a common access format and we eventually transferred it to CD-ROM as plain text files. This is no doubt not going to be the last such episode in the developing history of our use of electronic information, and highlights again the precarious nature of such ephemeral data.

I would like to put a question to all of you as an issue of great importance now. Can you read today all of your data files? Have you backed them up, checked and verified their integrity and have you made master archival copies, which are then kept in a fireproof safe or other secure and safe place? Do you have a policy for such things and if not, should you? Who actually owns your data and who is responsible for its safe keeping? Do you check it occasionally for security, validity and integrity? If you have important project work, you may have to consider these things and more, to safeguard the investment in the data for the immediate and long-term future. It is easy to perhaps stray into the more technical IT areas here, which I do not wish to do.

I hope I have highlighted issues which are meaningful to all of us and which may cause us to reflect more on what we do with our data and ask ourselves why we are prone to ignoring matters such as its safety. How long will it need to be available and who are its intended users? As our posters earlier this week featured the vulnerability of digital data, I feel it is obligatory for us all to experience at least once the failed disc and the salutary reminder of data becoming irretrievable. It happened to me once, when in an instant, my entire hard disc content was lost. We never established how that happened. It could be you next time, so please remember, unlike a lost book which is probably replaceable in some format, your personal information is probably unique and ought to be kept as at least two copies, safely and securely, if you value it.

Considering the library as a resource provider, our readers will gradually become more familiar with information presented to them on a screen and at some point even become demanding for such a presentation. Indeed, as librarians, we hope to offer our staff increasing desk top delivery options for inter-library loan materials, our own stock and internal information to assist communication. We see a time when our rare and special books will be presented to them and our readers through the catalogue, as complete works available at the reader's demand but also, perhaps, with restrictions or limitations on how they may use print-out or downloaded segments.

I do see an increasing perception that students are using cut-and-paste techniques to create "original" documents for course work and share with you concerns for the future if this happens too much, without due regard for the content of botanical documents. I could say the same for all of our natural history material or all other disciplines. There are some alarm bells already ringing and I do not hear them as just a signal of the old and traditional ways being taken over by the new and fashionable easy ways out. I suggest the often referred to information explosion of the late sixties and seventies really has happened again and shows no sign of diminishing. However, it has begun to shift into the virtual reality world of the Internet, where it is still relatively new and untamed, largely unvetted and just becoming peer-reviewed. I do not see this ever stopping and I welcome the challenge of something, which one of my colleagues very early on and quite rightly, referred to as a revolution even greater than the invention of printing.

The virtual ideal

If I could see the collections in my care put into that virtual world tomorrow I would be delighted, to say the least. Yet we would still be left with the materials from which all of the digital data was created. We are still expected to keep that indefinitely within our Museum today, no matter what we digitise. I would not professionally wish to see otherwise. Someone has to keep the original source materials, which as the other speakers have today already pointed out and covered admirably, needs resources and specialist skills. We now suggest it needs to be done in a globally co-ordinated scheme and sooner rather than later. However, if we want digitisation, consider the multiple standards of file formats in use today and what they might become tomorrow. How do you view data if you do not have the right software to read it in, or, for that matter, if your machine is incapable of running the package? The upgrading issue strikes again! Keeping pace with change that drives everything onwards is essential and of course, feeds the ever-hungry commercial sector. That is something which we sometimes do not give enough credit to, nor bother to communicate with, to make known the researcher's needs in software and hardware development. Where would we be today if computers had not been developed to the level we are so familiar with? Wherever we would be, I can say with absolute certainty, our conservation and preservation issues would be just the same. We would still be faced with the enormous task of trying to preserve our botanical information resources and reserves. We will continue to be, whatever happens.

I must cover the basics of this ideal. It will need considerable financial, staffing, equipment, managerial resources and skills to achieve. Converting paper-based information into digital data will always require this and it must not be overlooked. We face rising user expectations, already high and slowly rising in some botanical areas, but we librarians must and cannot overlook the critical aspects of copyright and intellectual property rights issues. We are responsible for ensuring the proper and responsible use of library stock and data made available within the library. International boundaries and the variations in copyright law between them are still issues to be resolved. Current legislation in Europe and the USA and proposals to update copyright laws are starting to address the realm of the digital Internet world and the concept of fair use.

Most excitingly, on-line access to databases and documents and the capabilities of desk-top delivery means that remote places can potentially be served as well as local ones. I see great possibilities in delivering information to those doing research in the field via satellite phones and similar technology. This can be extended to the research and educational needs of places lacking the major basic and historical collections essential to the study of botany, if approached in the spirit of global information availability.

The initial capture and storage of data are vital issues, needing dedicated high capacity storage devices which are currently magnetic or magneto-optical media. Such equipment is costly and likely to have a relatively short life expectancy in terms of it becoming obsolete quite quickly, let alone the data storage format itself becoming obsolete. We have also to consider the longevity of all digital materials, by which I mean tapes, CDs and other laser disc formats, magnetic and magneto-optical discs and even the once familiar punched tapes and punched cards, perhaps. Bandwidth for delivery of all this data to the user will increase in time, so access and availability of the data should increase. The link to the user becomes a critical pathway, perhaps sooner than the upgrading of the user's PC, as Internet access and availability increases amongst the general population. This is noticeably happening in Britain, where even my small local Public Library now has bookable free Internet access. This must surely be the way such access will develop and I suggest such examples be followed closely for developments. This emphasises that critical link to the users. Can they get access to what they want in botany, easily, cheaply and is the required resource globally or only locally available? There are many answers to such questions, depending on the user. I refer you at this point, to the International Plant Name Index (IPNI) project and its distributed access structure.

Many documents use images, which can take many forms and have so many file types, each with specific file format standards to be considered and many needing special viewing software, sometimes not commonly available. I offer a recent example of a set of Chinese CD-ROMs we received, as did other similar institutions. After six months, I am still awaiting a certain driver to be installed on our PCs so we may just evaluate the content of those discs. Images are all very well and I would be amongst the first to promote their application. However, we need to consider how we match file sizes to user need and means of access, which includes bandwidth issues in their transmission. Then there are the issues of machine capabilities, such as the amount of RAM and processor speed available, which will vary around the world as well as within any research institute or other site. We need to remember such things as local policy on the upgrading and provision of PCs and networking.

Can your data even be captured electronically in the first place? The issues to be considered here are such as whether an item is physically fit to be scanned. Would some other means of capture be better for a document or image, such as photography followed by a transparency or negative being scanned, if the specialised equipment then needed is available? Perhaps documents need preparation, curation or preservation, even before they can be scanned or photographed. You would only wish to capture data once and then in the best way, to get the most useful output or range of outputs for long-term future use and access. Do not forget either, that preserved items will themselves need looking after beyond their scanning date in most places, such as my own, where they are to be kept indefinitely for posterity.

I suggest that the type and size of data files created from original and printed items should be fit for their intended purpose. Clearly, derivative smaller files in other formats might be made from the master or made additionally when an item is scanned. This will enable users maximum flexibility in terms of access and use of the images and all within reasonable technical limits of hardware and software. However, considering the time and resources needed to create data files from activities like scanning, this is not always an easy option to assess. If making image files, you will need a special software environment to view them in which may be a database, properly configured and possibly searchable. Special handling features may be needed if there is text to be manipulated with specific images and if output is required. That might also have to be configurable. The common use of technology and its application makes the actual data involved a secondary issue, I suggest. It is more a question of how best it might be to do something in the interests of just a few, or perhaps the many people who are intended to be the users or the audience of data. An example of this would be NASA's web site of astronomical and space exploration images where they offer a range of formats and file sizes for downloading and viewing.

The importance of collaboration

It is useful here to reflect on the common needs of seemingly disparate organisations and the good that can be achieved by interaction and discussion between them. It can be too easy to work with and develop systems in isolation, independently of others who might benefit from a joint approach to such a topic. The sharing of know-how is possibly a more beneficial route, as rapid advancement to the desired results may be achieved that way. Pooling resources locally can be beneficial in data handling, as can be international collaboration, such as in the case of the IPNI project. Remember though, data users are not necessarily just local any longer and they will probably not have the hardware and software the originators of the data possess. Also consider that editors of data files must have a different level of security arrangements from other users of that data. Librarians use these tools, as does the end-user, but they are not necessarily the persons with skills in the relevant IT areas, despite being the data creators and users.

The attractions of automated and web-displayed botanical information can bring benefits, such as drawing interest from people previously unaware of botany, and their seeing what it can mean for them, in many ways. The downside to this is the possible and potential extra demand on the newly advertised resources, both electronic and physical, if the actual original material then needs to be provided for users. Artwork and manuscripts could fall into such a category.

To summarise, there are many technical issues to consider, such as standards of data capture, storage, processing and transmission capabilities. Consider the expertise required to plan, assess and utilise the hardware and software required for database creation and file handling. This may imply considerable long-term financial commitment and investment in skills, training and equipment, besides keeping pace with developments, techniques and upgrading. The transition from a traditional library and information environment to the digital world can be very exciting but equally dangerous and painful to experience. We need to be sure of our steps in this new world and of continuing support, with investment in all the many resources needed to keep it running and developing. Perception of what is involved and needed often does not match the reality, so technical advice, awareness and interaction with other specialists is at least desirable, to share experiences.

The Digital Libraries Initiative is an American multi-agency activity, involving major names such as the National Science Foundation, NASA, Library of Congress, National Library of Medicine and the Defence Advanced Research Projects Agency (DARPA). Together they will look into the ways digital information can be networked from libraries, with the use of innovative technology. The arts and sciences are embraced by this work through the use of this intellectual infrastructure.

Libraries are recognised as having a digital information life cycle, such as we are discussing today. The understanding of the implications and capabilities of digital libraries is also part of the groups' work. In 1999, NASA is looking towards an open archival information system. Similarly, the August 1999 Annual Meeting of the American Institute for Conservation of Historic and Artistic Works in Philadelphia will be discussing preservation issues relating to electronic media and the impact of technology on the way conservators carry out fundamental work. Our thoughts are clearly mirrored in other disciplines, suggesting much collaboration may be desirable. The question of whether records of the twentieth century are at risk appeared in a recent article in the journal Cultural Resource Management. I consider this Session as another step towards providing an answer.

Conclusion

The computer environment crosses many boundaries but as we get used to this, our needs and pattern of information use will change. Our interpretation of what we want, what we store and where and how often we revisit it, will also change. Can we achieve considered exploitation of information without ruining the very objects we have said must be preserved and carefully stored, and yet still provide a substitute? Whatever the data, it will still need to be checked, verified for integrity and use, and from time to time, be copied into a new format to make continued access possible against a backdrop of ever changing technology. Secure and safe storage off-site will be essential, just as it is for microform copies of material today.

But why do we need to save at least some physical copies from loss? The documents themselves still hold information about their history, the subject' s history and publishing history, which can so far only be physically saved. But if we preserve and conserve these items, they will become objects, artifacts of the knowledge they contain and represent. There is, should be and will be a place for them. If I stray into a fictional mode again briefly, even the starships of the future will need a library. We have already seen our screen heroes using a ship's library, so I do not think we are far wrong in our vision of the future. The computer, or whatever that comes to be known as, will have to eventually supplant the traditional library. It will in effect become its successor.

According to the Shorter Oxford English Dictionary of 1933, the word 'library' can mean "a place set apart to contain books for reading, study or reference" as well as meaning "a great mass of erudition" or "the objects of study, the sources on which a person depends for instruction." The word was first recorded in the English language in 1450 but records of libraries go back to the time of the Greeks. There will be books in the future but they will be few in number by comparison with the quantities now existing, just as the incunabula of the past, those books printed before 1500, have become rare treasures themselves. If we consider just botany, it is a massive preservation project for consideration. How much of that information will be of use in the future, I do not know, but what is needed by botanists and what is needed by historians will be rather different, I suspect. Any action will require careful planning and a global awareness, as all languages will need to be considered. This is no easy task and one needing much specialist input.

So, what does the future hold for our botanical libraries? Already there are powerful new computer processor chips in development with 600 to 750 MHz clocks. Data storage devices and their capacity are being taken to massive new limits, perhaps even extraordinary levels, if some rumours can be believed. Machines are getting smaller and lighter to carry, with longer lasting power reserves. Our readers already frequently bring in their laptops. In the future we may permit them to be connected to a local network socket so data may be directly processed from local facilities. Indeed, the way botany develops may even require this type of interaction if it becomes very genetically based, numeric or graphically demanding for taxonomic studies. Recent proposals for the developing Index of Plant Names will certainly require users to interrogate a global live database and permit names to be submitted for authentication and acceptance, or even editing. If my hopes for greater interaction with those in the field turn out to be a workable reality, then we will see even wider use of field technology and greater demand for portable data and remote access to library holdings. Such information gathering would itself cause storage issues. Perhaps I might eventually see a satellite dish or its successor on top of my library roof?

I emphasise the need to watch for changes in the way botanical, ecological and environmental information is being used and for what trends there are in its application, to help us determine what needs to be preserved and made available to users of all disciplines. Data is these days rather too easy to capture, in some respects. This is a danger to our botanical digital collection too. Someone has to make use of the data sometime, but when and where? We will not know. Statistics become largely irrelevant for the use of data stored long-term, as they do with books, so we cannot adjudicate on any perceptions of lack of use.

Finally, I would like to suggest you might read the pages of a few web sites. The Society for the Preservation of Natural History Collections show their Guidelines for the care of natural history collections, whilst the National Archives and Records Administration (NARA) web page has many topics relating to our presentations. It includes a phrase, "to ensure ready access to essential evidence." This is very significant, I suggest, to all of us who carry out preservation and conservation activities. I would also recommend the web pages of the Research Libraries Group (RLG) Preservation Working Group on Digital Archiving, and the European Commission on Preservation and Access (ECPA), which aims to raise public awareness of preservation needs and the criticality of issues.

If we were leaving earth for the last time tomorrow, what would we take? Is the answer any different from that given if we are leaving the present and the past to enter an electronic future?



  CONTENTS:

Introduction
Everyday Preservation - The Example of Photocopying
Old Formats and New Formats
      Tapes
      Compact Discs
Need for Funding Support
An Ever-growing Information Resource
Digitisation at The Natural History Museum
The Networked Library
Data Security
The Virtual Ideal
The Importance of Collaboration
Conclusion

Abstracts and Links to Papers
   Reveal paper
   FitzGerald paper
   Reed paper
   Hedstrom paper


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of XVI International Botanical Congress - CBHL Participation

Speakers' Biographical Information

Posters

Resolution

Examples of preservation concerns

Research material worth preserving

Acknowledgments
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The CBHL Symposium presented at the XVI International Botanical Congress

CBHL's Resources Assessment for Preservation and Access Committee (RAPAC)

Core Literature Project: Historical Monographs in Botanical Sciences

Glossary in preservation

Links to professional organizations and associations

Links for plant libraries and archives resources

 

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Updated 2004-12-01