Scope of works
Description Essex Record Office (ERO) is seeking to engage with the market to understand available solutions and supplier capabilities that can support the modernisation of its archive management, digital preservation and public access services. ERO is undertaking this Preliminary Market Engagement (PME) exercise to inform future procurement activity and ensure that any proposed solutions align with the organisation's statutory responsibilities, service requirements and long-term digital preservation ambitions. ERO is looking to understand the market's ability to provide solutions that can deliver the following outcomes: • Replacement of the current in-house developed Archive Management System (SEAX), which underpins over 80% of ERO's operations and public-facing services, including income-generating online services. • The archive management system will need to: o facilitate viewing the catalogue on-site at Essex Record Office locations and online o provide free access to digital and digitised collections on-site at Essex Record Office locations o provide online access, outside of ERO locations, to digital and digitised collections via a subscription service o facilitate the creation of user accounts with role dependent security/access levels o provide a paywall to access certain collections o manage the personal data of users of the service, including taking payments from them • Support for statutory archive, records management and civil registration functions. • Secure, scalable and standards-compliant digital preservation capabilities to support the long-term preservation, integrity and accessibility of digital records. We require a solution for preserving digital records with retention periods of 100 years or more, as well as potentially shorter retention periods. The solution must be able to deal with a variety of file formats including proprietary software files and a range of sound and moving image files. • Progression towards National Digital Stewardship Alliance (NDSA) Level 4 digital preservation maturity. Specifically, we require: o For digital records storage: three copies in at least two geographic locations (storage will need to be in the UK or EU) o A means of controlling, auditing, and recording file permissions o A means of recording sufficient metadata about the files using an appropriate metadata standard e.g. METS (Metadata Encoding and Transmission Standard), PREMIS (PREservation Metadata: Implementation Strategies), BagIt (BagIt File Packaging Format) and/or Dublin Core o Periodic integrity checking and disaster simulation, and a means of regularly updating the results of these checks o A means of recording details of people and software that have accessed or taken preservation actions on files. • Improved management and discovery of digital assets through modern digital asset management capabilities. • Enhanced public access, search and discovery through modern online archive and catalogue services. • Improved customer journeys and increased public engagement. • Support for current income generating services and potential for enhanced income generation opportunities. • Integration capabilities with existing and future corporate platforms and digital services. • Modern, intuitive and user-friendly interfaces for both staff and public users. As a minimum, we will need: o The ability to allow members of the public to access suitable digital preservation files o A means of providing redacted access copies of the content where necessary o A means of recording when files have been accessed and by whom o A means of ensuring the content is protected from unauthorised changes and any loss • Scalable architecture capable of supporting current digital holdings of 88.8TB and significant future growth over the coming decades. • Strong governance, audit, compliance and security features to support statutory and regulatory requirements, including the Public Records Act, Freedom of Information legislation and Data Prote
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