Email

   Endangered large

Documents, correspondence and other records created in the course of contractual dealings between individuals and agencies, especially where the subjects are of long duration and may be subject to legal scrutiny at undefined points in the distant future.

Digital Species: Formats

Trend in 2023:

No change No Change

Consensus Decision

Added to List: 2017

Trend in 2024:

No change No Change

Previously: Endangered

Imminence of Action

Action is recommended within five years, detailed assessment within three years.

Significance of Loss

The loss of tools or services within this group would have a global impact.

Effort to Preserve | Inevitability

It would require a small effort to preserve materials in this group, requiring the application of proven tools and techniques.

Examples

Gmail, Hotmail, Yahoo Mail, Outlook, and email in all its forms including individual messages, threads of conversation, mailboxes, email servers and file attachments.

‘Critically Endangered’ in the Presence of Aggravating Conditions

Lack of skills, commitment or policy from corporate owners; uncertainty or conflicting claims over IPR or orphaned works; use of personal accounts for professional work and vice versa; proliferation and duplication of attachments; email not recognized as a record; absent, unworkable or inconsistent records management; dependence on free cloud-based services; lack of migration path; lack of preservation planning; perverse incentives to delete; encryption.

‘Vulnerable’ in the Presence of Good Practice

Application of appraisal and selection tools; timely transfer to preservation facility or archive; commitment to transparency; preservation policy; working preservation plan; clear migration path; widespread recognition of email as a record.

2023 Review

This entry was added in 2017, but the Jury did not have the capacity to assess it in detail. It was reviewed and assessed in 2019, including highlights to significant developments, including the recommendations of the Email Preservation Taskforce and the development of the ePADD software. Email presents many preservation challenges, from scale through core technologies, attachments, privacy and intellectual property rights. Because this entry intersects with many others, the aggravating conditions associated with email should be considered in conjunction where relevant. The 2021 Jury agreed with the Endangered classification with an identified trend toward reduced risk. The 2021 trend was based on discussions on continued developments in email preservation tools and techniques, as well as the growing number of archives preserving email content while recognizing issues with providing access to preserved email content. They added that ongoing records management policies towards corporate or business email need to be better embedded to stop the loss of important email content, and more awareness is needed around the potential of personal email. While record-keeping legislation and mandates direct retention periods, email document decisions taken by government officials at local, regional and national levels are not always well maintained, if at all; a loss could impact people’s lives along with their ability to assert rights. The 2022 Taskforce agreed on a trend towards reduced risk based on material improvement with applied examples of good practice, including (but not limited to) approaches to creating a PDF format for the preservation of email, and improvements to existing software, tools and workflows supporting complex email preservation.

The 2023 Council agreed with the Endangered classification, with risks remaining on the same basis as before (‘No change’ to the 2023 trend). However, they also noted a decrease in the imminence of action and effort to preserve. The Council also recommended noting areas of overlap with the ‘Cloud-based Services and Communications Platforms’ entry as it pertains to the saving and preservation of email in cloud-based services such as Microsoft Sharepoint.

2024 Interim Review

These risks remain on the same basis as before, with no significant trend towards even greater or reduced risk (‘No change’ to trend). They agree with the Endangered classification, with the potential for new initiatives around a profile of PDF specifically for email archiving coming later in 2024, and how this could impact the community.

Additional Comments

Email is hugely important as it has been so pervasive as a communication mechanism for society. Some methods used and responsibility adopted for collecting at the business and public body level (again will differ globally), but this will be a fraction of the communities that use it, and few will be set up for the long-term care of this data.

Case Studies or Examples:

  • Resources and outputs from the EA-PDF project to identify the essential characteristics and optimal functional requirements of email messages and necessary related information in a PDF technology-based archive. PDF Association (2021), ‘EA-PDF’. Available at: https://www.pdfa.org/resource/ea-pdf/ [accessed 24 October 2023].

  • Resources and outputs from the Integrating Preservation Functionality into ePADD (ePADD+) project to integrate long-term email preservation functionality into the program and provide a tool supporting the email archiving lifecycle more robustly. ePADD (n.d.) ‘History’. Available at: https://www.epaddproject.org/about/history [accessed 24 October 2023].

  • Resources and outputs from the RATOM project to develop software to assist archives and other collecting organizations with email analysis, selection, and appraisal tasks. RATOM (n.d.) ‘About’. Available at: https://ratom.web.unc.edu/about/ [accessed 24 October 2023].

See also:

  • Prom, C (2019) ‘Preserving Email (2nd Edition)’, DPC Technology Watch Report 19-01. Available at: http://doi.org/10.7207/twr19-01

  • Artefactual Systems and DPC (2021) ‘Preserving Email’ DPC Technology Watch Guidance Notes. Available at: http://doi.org/10.7207/twgn21-08

  • Murray K and Prom, C (2018) ‘The Future of Email Archives: A Report from the Task Force on Technical Approaches for Email Archives’, CLIR. Available at: https://clir.wordpress.clir.org/wp-content/uploads/sites/6/2018/08/CLIR-pub175.pdf [accessed 24 October 2023].

  • “Novice to Know-How: Email Preservation”, was conceived of and funded by The National Archives (UK) and delivered by the DPC. This course is aimed at learners who already have a solid foundational knowledge of digital preservation (e.g. they have completed the original N2KH learning pathway) and wish to gain practical skills in relation to the preservation of email. DPC and The National Archives (UK) (2023), ‘Novice to Know-How: Email Preservation’. Available at: https://www.dpconline.org/digipres/prof-development/n2kh-online-training [accessed 24 October 2023].

  • Ville, M. (2023) ‘2013 – 2023: A Review of Ten Years of Email Archiving in France’, iPRES 2023 Conference, Urbana-Champaign, Illinois, USA, 19–22 September.


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