Herb Sandler and Marion Osher Sandler formed one of the most remarkable partnerships in the histories of American business and philanthropy—and, if their friends and associates would have a say in things, in the living memory of marriage writ large. This oral history project documents the lives of Herb and Marion Sandler through their shared pursuits in raising a family, serving as co-CEOs for the savings and loan Golden West Financial, and establishing a remarkably influential philanthropy in the Sandler Foundation. This project consists of eighteen unique oral history interviews, at the center of which is a 24-hour life history interview with Herb Sandler.
Marion Osher Sandler was born October 17, 1930, in Biddeford, Maine, to Samuel and Leah Osher. She was the youngest of five children; all of her siblings were brothers and all went on to distinguished careers in medicine and business. She attended Wellesley as an undergraduate where she was elected into Phi Beta Kappa. Her first postgraduate job was as an assistant buyer with Bloomingdale’s in Manhattan, but she left in pursuit of more lofty goals. She took a job on Wall Street, in the process becoming only the second woman on Wall Street to hold a non-clerical position. She started with Dominick & Dominick in its executive training program and then moved to Oppenheimer and Company where she worked as a highly respected analyst. While building an impressive career on Wall Street, she earned her MBA at New York University.
Herb Sandler was born on November 16, 1931 in New York City. He was the second of two children and remained very close to his brother, Leonard, throughout his life. He grew up in subsidized housing in Manhattan’s Lower East Side neighborhood of Two Bridges. Both his father and brother were attorneys (and both were judges too), so after graduating from City College, he went for his law degree at Columbia. He practiced law both in private practice and for the Waterfront Commission of New York Harbor where he worked on organized crime cases. While still living with his parents at Knickerbocker Village, he engaged in community development work with the local settlement house network, Two Bridges Neighborhood Council. At Two Bridges he was exposed to the work of Episcopal Bishop Bill Wendt, who inspired his burgeoning commitment to social justice.
Given their long and successful careers in business, philanthropy, and marriage, Herb and Marion’s story of how they met has taken on somewhat mythic proportions. Many people interviewed for this project tell the story. Even if the facts don’t all align in these stories, one central feature is shared by all: Marion was a force of nature, self-confident, smart, and, in Herb’s words, “sweet, without pretentions.” Herb, however, always thought of himself as unremarkable, just one of the guys. So when he first met Marion, he wasn’t prepared for this special woman to be actually interested in dating him. The courtship happened reasonably quickly despite some personal issues that needed to be addressed (which Herb discusses in his interview) and introducing one another to their respective families (but, as Herb notes, not to seek approval!).
Within a few years of marriage, Marion was bumping up against the glass ceiling on Wall Street, recognizing that she would not be making partner status any time soon. While working as an analyst, however, she learned that great opportunity for profit existed in the savings and loan sector, which was filled with bloat and inefficiency as well as lack of financial sophistication and incompetence among the executives. They decided to find an investment opportunity in California and, with the help of Marion’s brothers (especially Barney Osher), purchased a tiny two-branch thrift in Oakland, California: Golden West Savings and Loan.
Golden West—which later operated under the retail brand of World Savings—grew by leaps and bounds, in part through acquisition of many regional thrifts and in part through astute research leading to organic expansion into new geographic areas. The remarkable history of Golden West is revealed in great detail in many of the interviews in this project, but most particularly in the interviews with Herb Sandler, Steve Daetz, Russ Kettell, and Mike Roster, all of whom worked at the institution. The savings and loan was marked by key attributes during the forty-three years in which it was run by the Sandlers. Perhaps most important among these is the fact that over that period of time the company was profitable all but two years. This is even more remarkable when considering just how volatile banking was in that era, for there were liquidity crises, deregulation schemes, skyrocketing interest rates, financial recessions, housing recessions, and the savings and loan crisis of the 1980s, in which the entire sector was nearly obliterated through risky or foolish decisions made by Congress, regulators, and managements. Through all of this, however, Golden West delivered consistent returns to their investors. Indeed, the average annual growth in earnings per share over 40 years was 19 percent, a figure that made Golden West second only to Warren Buffett’s Berkshire Hathaway, and the second best record in American corporate history.
Golden West is also remembered for making loans to communities that had been subject to racially and economically restrictive redlining practices. Thus, the Sandlers played a role in opening up the dream of home ownership to more Americans. In the offices too, Herb and Marion made a point of opening positions to women, such as branch manager and loan officer, previously held only by men. And, by the mid-1990s, Golden West began appointing more women and people of color to its board of directors, which already was presided over by Marion Sandler, one of the longest-serving female CEOs of a major company in American history. The Sandlers sold Golden West to Wachovia in 2006. The interviews tell the story of the sale, but at least one major reason for the decision was the fact that the Sandlers were spending a greater percentage of their time in philanthropic work.
One of the first real forays by the Sandlers into philanthropic work came in the wake of the passing of Herb’s brother Leonard in 1988. Herb recalls his brother with great respect and fondness and the historical record shows him to be a just and principled attorney and jurist. Leonard was dedicated to human rights, so after his passing, the Sandlers created a fellowship in his honor at Human Rights Watch. After this, the Sandlers giving grew rapidly in their areas of greatest interest: human rights, civil rights, and medical research. They stepped up to become major donors to Human Rights Watch and, after the arrival of Anthony Romero in 2001, to the American Civil Liberties Union.
The Sandlers’ sponsorship of medical research demonstrates their unique, creative, entrepreneurial, and sometimes controversial approach to philanthropic work. With the American Asthma Foundation, which they founded, the goal was to disrupt existing research patterns and to interest scientists beyond the narrow confines of pulmonology to investigate the disease and to produce new basic research about it. Check out the interview with Bill Seaman for more on this initiative. The Program for Breakthrough Biomedical Research at the University of California, San Francisco likewise seeks out highly-qualified researchers who are willing to engage in high-risk research projects. The interview with program director Keith Yamamoto highlights the impacts and the future promise of the research supported by the Sandlers. The Sandler Fellows program at UCSF selects recent graduate school graduates of unusual promise and provides them with a great deal of independence to pursue their own research agenda, rather than serve as assistants in established labs. Joe DeRisi was one of the first Sandler Fellows and, in his interview, he describes the remarkable work he has accomplished while at UCSF as a fellow and, now, as faculty member who heads his own esteemed lab.
The list of projects, programs, and agencies either supported or started by the Sandlers runs too long to list here, but at least two are worth mentioning for these endeavors have produced impacts wide and far: the Center for American Progress and ProPublica. The Center for American Progress had its origins in Herb Sandler’s recognition that there was a need for a liberal policy think tank that could compete in the marketplace of ideas with groups such as the conservative Heritage Foundation and the American Enterprise Institute. The Sandlers researched existing groups and met with many well-connected and highly capable individuals until they forged a partnership with John Podesta, who had served as chief of staff under President Bill Clinton. The Center for American Progress has since grown by leaps and bounds and is now recognized for being just what it set out to be.
The same is also true with ProPublica. The Sandlers had noticed the decline of traditional print journalism in the wake of the internet and lamented what this meant for the state of investigative journalism, which typically requires a meaningful investment of time and money. After spending much time doing due diligence—another Sandler hallmark—and meeting with key players, including Paul Steiger of the Wall Street Journal, they took the leap and established a not-for-profit investigative journalism outfit, which they named ProPublica. ProPublica not only has won several Pulitzer Prizes, it has played a critical role in supporting our democratic institutions by holding leaders accountable to the public. Moreover, the Sandler Foundation is now a minority sponsor of the work of ProPublica, meaning that others have recognized the value of this organization and stepped forward to ensure its continued success. Herb Sandler’s interview as well as several other interviews describe many of the other initiatives created and/or supported by the foundation, including: the Center for Responsible Lending, Oceana, Center on Budget and Policy Priorities, Learning Policy Institute, and more.
Herb and Marion Sandler also played key roles in the formation and funding of two important research centers here on the UC Berkeley campus which have a global reach: the Berkeley Center for Equitable Growth (CEG) and the Human Rights Center. The CEG is directed by economist Emmanual Saez and has supported the influential work of Thomas Piketty which looks at methods for reducing wealth and income disparities around the globe. The Human Rights Center has for the past 25 years investigated and shed light upon human rights abuses around the globe.
A few interviewees shared the idea that when it comes to Herb and Marion Sandler there are actually three people involved: Marion Sandler, Herb Sandler, and “Herb and Marion.” The later creation is a kind of mind-meld between the two which was capable of expressing opinions, making decisions, and forging a united front in the ambitious projects that they accomplished. I think this makes great sense because I find it difficult to fathom that two individuals alone could do what they did. Because Marion Sandler passed away in 2012, I was not able to interview her, but I am confident in my belief that a very large part of her survives in Herb’s love of “Herb and Marion,” which he summons when it is time to make important decisions. And let us not forget that in the midst of all of this work they raised two accomplished children, each of whom make important contributions to the foundation and beyond. Moreover, the Sandlers have developed many meaningful friendships (see the interviews with Tom Laqueur and Ronnie Caplane), some of which have spanned the decades.
The eighteen interviews of the Herb and Marion Sandler oral history project, then, are several projects in one. It is a personal, life history of a remarkable woman and her mate and life partner; it is a substantive history of banking and of the fate of the savings and loan institution in the United States; and it is an examination of the current world of high-stakes philanthropy in our country at a time when the desire to do good has never been more needed and the importance of doing that job skillfully never more necessary.
Martin Meeker, Charles B. Faulhaber Director, Oral History Center, UC Berkeley
List of Interviews of the Marion and Herbert Sandler Oral History Project
Thérèse Bonney aboard the S.S. Siboney, en route to Portugal, 1941. BANC PIC 1982.111 series 3, NNEG box 49, item 19
Pioneering war correspondent and Cal grad Mabel Thérèse Bonney (1894-1978) was decorated with the Croix de Guerre and the Legion d’Honneur by the French government, and the Order of the White Rose of Finland for her work during World War II. Her photographs were exhibited at the Museum of Modern Art, the Library of Congress, and Carnegie Hall during her lifetime. Her work on children displaced by war spurred the United Nations to create their international children’s emergency fund, UNICEF, in 1946, and inspired the Academy Award-winning film The Search in 1948. Yet in the canon of female war photographers that includes contemporaries such as Lee Miller, Margaret Bourke-White, and Toni Frissell, Bonney rarely receives mention. Bonney was a renaissance woman whose life deserves further study, and her collections at the Bancroft Library are ripe for discovery. Manuscript Archivist Marjorie Bryer has processed The Thérèse Bonney papers, and Pictorial Archivist Sara Ferguson has digitized over 2,500 previously inaccessible nitrate negatives from the Thérèse Bonney Photograph Collection.
While living in Paris in the 1920s and 1930s, Bonney modeled for fashion designers like Sonia Delaunay and Madeleine Vionnet, and became friends with many of the most famous artists and writers of her day, including Raoul Dufy, Gertrude Stein, and George Bernard Shaw. In 1924 Bonney founded an international photo service that licensed images acquired in France for publication in the U.S. She was often dissatisfied with the images she distributed, and this inspired her to take up photography herself. Bonney wrote about, and took photographs of, many of the artists and writers in her life throughout the twenties, thirties, and forties.
PHOTOJOURNALISM AND WAR RELIEF EFFORTS
Bonney photographed throughout Europe during World War II, focusing on the effects of war on the civilian population. Her photographs of children were particularly moving and resulted in her most famous work, the exhibit and book, Europe’s Children. Bonney was actively involved with relief efforts after the war, particularly in the Alsace region of France. She also founded a number of organizations dedicated to promoting friendship between citizens of France and the United States, and improving Franco-American political relations. One effort, the Chain d’Amite, encouraged French families to open their homes to American G.I.s; another, Project Patriotism, inspired airmen who were shot down in France to help the families that had rescued them. Project Patriotism eventually spread to other European countries, including the Netherlands. Marjorie’s father-in-law, Peter, was a teenager when Germany invaded the Netherlands during the war. He was sent to live with relatives in the Dutch countryside so he wouldn’t be conscripted. One of Peter’s most moving stories was about the American pilot his family hid when his plane crashed on the family farm. Bonney’s papers include many poignant letters from U.S. soldiers and, while processing the collection, Marjorie wondered what this airman from Brooklyn might have written about his experiences with his Dutch “family.”
LOVER OF CHEESE
Bonney’s many interests included food and cooking. She and her sister, Louise, wrote a guide to Paris restaurants and a cookbook, French cooking for American kitchens. Her papers include her research on cheese, which she referred to as “Project Fromage.” Series 7 of Bonney’s papers include meticulous notes on various cheeses from France and the Netherlands, “technical” correspondence about cheese, and materials related to tyrosemiophilia — the hobby of collecting cheese labels.
EVERYDAY PEOPLE AND LIFE DURING WARTIME
Bonney documented daily life during wartime across Europe. She recorded entire communities — their families, customs, and industries, their artists and politicians, their schools, and their churches. Her papers and photographs show not only the horrors of war but the hope and perseverance of those who lived through it.
NOW AVAILABLE AT THE BANCROFT LIBRARY!
Newly digitized portions of the pictorial collection include Series 6: France, Germany 1944-1946. This series includes photographs of concentration camps Vaihingen, Buchenwald, and Dachau; Displaced Person camps; Neuschwanstein Castle; and Hermann Göring’s Collection of art looted by the Nazi’s. It also includes many images of the heavily bombarded town of Ammerschwihr in Alsace, France and war relief efforts there. Future digitization efforts will focus on Series 3, Carnegie Corporation Trip: Portugal, Spain, France 1941-1942. This series consists of images taken while on a grant from the Carnegie Corporation of New York to document the effects of war on civilian populations. It includes images of military personnel, civilian industries, and Red Cross operations. Famous personalities pictured in this series include Pierre Bonnard, Henri Matisse, Georges Roualt, Gertrude Stein, Philippe Petain, Raoul Dufy, and Aristide Maillol.
Bonney’s papers help contextualize her photographs. They include correspondence; personal materials; her writings (autobiographical and articles about others); and her files on World War II, Franco-American relations, art, fashion, photography, and cheese.
Both collections are open for research:
— Marjorie Bryer and Sara Ferguson
This month, we’re bringing you a special edition of our From the Archives department. Below are interviews, all available in the OHC archives, recommended by each of us. Enjoy digging through the crates!
Martin Meeker’s pick:
Andre Tchelistcheff: Grapes, Wine, and Technology. Some lives in our collection of interviews are just profoundly interesting, and well worth digging into. This might be because of difficulties surmounted, achievements recognized, or simply the quality of the telling. Our 1979 oral history with Andre Tchelistcheff reveals one such life that ticks all of those boxes. From his birth in Russia in 1901, through his harrowing escape during the Revolution, to his years in France studying viticulture, and his decades quite literally remaking California’s wine industry, Tchelistcheff lived a remarkably influential life while remaining rooted in his passions throughout.
Roger Eardley-Pryor’s pick:
J. Michael McCloskey (Mike McCloskey), “Sierra Club Executive Director and Chairman, 1980s-1990s: A Perspective on Transitions in the Club and the Environmental Movement,” conducted in 1998 and published in 1999, is the second oral history with Mike McCloskey as part of the Sierra Club Oral History Project. Mike, a longtime leader in one of the largest environmental organizations in the United States, discusses the Club’s growing pains associated with an upsurge in membership amid Ronald Reagan’s anti-environmental actions in the early 1980s. Today, in lieu of modern assaults against environmental protections, Mike’s oral history sheds light on ways environmentalists managed those challenges and even expanded their purview to international issues.
Amanda Tewes pick:
Paul Burnett’s pick:
I choose nurse educator and clinical nurse Angie Lewis, who worked at UC San Francisco during the early years of the AIDS crisis. In Lewis’ interview, we really hear what it was like to first learn of this then-unknown disease that was killing gay people in San Francisco in the early 1980s. But we also hear touching stories of the mobilization of community and medical support for those who were suffering from AIDS.
David Dunham’s pick:
David Blackwell: African American Faculty and Senior Staff Oral History Project. Named after an esteemed mathematician and the first African-American tenured professor at Cal, David Blackwell Hall opened this fall to honor Professor Blackwell. Read more about his pioneering life in his oral history, part of our African American and Senior Faculty Oral History Project.
Todd Holmes’ pick:
I’d recommend Francis Mary Albrier: Determined Advocate for Racial Equality. This oral history captures the extraordinary life of one of Berkeley’s most prominent citizens, from her leading role in fighting discriminatory hiring in the City’s schools and businesses to desegregating the famed Richmond Shipyards. Moreover, through her oral history, you get a clear view of the many unsung citizens that organized communities of color to collectively push for change.
Shanna Farrell’s pick:
When I was first learning how to conduct longform interviews, I drew inspiration from Willa Baum, former director of the Oral History Center. She was an amazing interviewer, and her oral history interview provided insight into who she was, what drove her, and how she built the reputation of our office.
The Bancroft Library is currently engaged in a two-year project funded by the National Historical Publications and Records Commission to process a range of archival collections relating to environmental movements in the West. A leading repository in documenting U.S. environmental movements, The Bancroft Library is home to the records of many significant environmental organizations and the papers of a range of environmental activists.
Among the library’s environmental holdings are the records of the Sierra Club, including correspondence of naturalist and Club founder John Muir, the records of the Save-the-Redwoods League, and the records of Save the Bay. Among the collections already made available to researchers in this current NHPRC-funded project are the records of the Coalition for Alternatives to Pesticides, the records of the Small Wilderness Area Preservation group, the papers of environmental lawyer Thomas J. Graff, and the records of California-based Trustees for Conservation. Collections scheduled to be processed in the next eighteen months include the records of such major environmental organizations as Friends of the River, Friends of the Earth, the Rainforest Action Network, and the Earth Island Institute.
Background: Each year the Bancroft Library acquires a sizeable amount of new manuscript material. The sheer quantity of this material necessitates that the archivists who handle, process, and catalog these materials, exercise considerable judgment in balancing thorough and accurate descriptions that facilitate access with the need to make the materials available as quickly as possible. Archivists are trained to determine just the right level of description to allow for sufficient discovery. In the case of very large collections, an archivist rarely describes materials at the item-level.
But sometimes a single item merits closer examination and considerable research to render it truly accessible to the library’s researchers. One such item recently caught my attention–
The “Ship Capitol’s Log Book” is the account of a passenger aboard one of the first ships to head to California during the gold rush, arriving in San Francisco in July 1849.
At first glance, it looked like a typical gold rush era journal, with daily entries describing conditions and life aboard the ship as it made its way from Boston to San Francisco around Cape Horn. But this one stood out because it included several finely rendered pencil drawings throughout including ships, shorelines, and even an albatross at rest.
Unlike similar journals that have crossed my desk, this one came with a contemporary inscription inside the front cover identifying the ship and giving the date (and, incidentally, providing a neat title for the catalog record). The accompanying description provided by the vendor was also intriguing, noting that there was an additional inscription in a different hand: “Above this [title] is the inscription of Paul Maraspin, another passenger on the ship and the ancestor of the log’s most recent owner…. It is not clear who authored the journal.” However, upon closer examination, I determined that this might not be the case. It was clearly two initials followed by “Maraspin” but it didn’t look like either a “P” or “Paul.” I could not clearly make out the first initial, but the second one looked like an “L,” and below that a street address of “17 Court Street, Boston” and the date “Feb. 1917.”
The vendor also noted that the lettering of the captions of the drawings was in a third hand, suggesting that someone other than the author of the journal might be the source of those. Also noted was the composer of several songs recorded in the journal, B.F. Whittemore.
The clues from the vendor and my own initial assessment of the journal suggested that a bit more research might make the journal infinitely more discoverable and useful. I became intrigued by the name of the owner of the journal, and the information suggested by the vendor just didn’t seem to fit with the facts the artifact was presenting to me.
Archivists have at their disposal the same research tools many other people do…the internet and access to genealogical sites that hold various records. There is a tremendous amount of information out there that makes this kind of research much more efficient than it used to be. Of course, too much information can also be problematic and it is the skillful researcher who can quickly sort through large amounts information and surmise whether more research will yield tangible results or, lacking that, have to call the effort “good enough.”
In this particular case, I discovered information about the owner’s signature that led to the solution of numerous puzzles presented by the journal itself, including how he came into possession of it, its likely author, the identity of the illustrator, the history of the lyricist of several songs, the author of the final song in the journal, and the history of the ship and its captain, Thorndike Procter.
Because Maraspin struck me as an unusual name, my first step was a Google search on the name. This resulted in the discovery of a Maraspin Creek in Barnstable, Massachusetts. Assuming the creek was named after a prominent family in the area, the information gave me hope that I could find out more about them and explore those connections.
I switched over to Ancestry.com to do a direct search on Paul Maraspin from Barnstable, Massachusetts around the time period of 1849. Numerous records surfaced that indicated a Paul Maraspin from Barnstable had been married and had several daughters, but none of whose initials matched the inscription in the journal. But then I found an application to the Sons of the American Revolution from 1937 for Paul Maraspin that listed his wife, Mary Eliza Davis, and one child, a son, Francis Lothrop Maraspin. Paul Maraspin had this son rather late in life, at the age of 52, and some 16 years after he had sailed to California. Looking back at the inscription, I could see now that the autograph was, in fact, “F.L. Maraspin.”
I then turned to confirming that this was, indeed, the Francis Lothrop Maraspin in the application form. Back to Google, I found an article from the Cape Cod Times lauding a Francis Maraspin’s 100th birthday in 1966. Back to Ancestry.com I found another Sons of the American Revolution application from 1935, this time for a Francis Lothrop Maraspin. I could see print coming through from the backside of the page and paged forward to see it. Right at the top was the statement identifying Paul Maraspin as his father. But the real clincher was at the bottom.The application was signed by Francis Lothrop Maraspin himself with his typed address, 17 Court Street, Boston.
And from the journal again:
As you can see, the signature and address matched the inscription on the journal cover perfectly and we now knew we had our owner and could assume, with reasonable certainty, that the likely author of the journal was Francis Lothrop’s father, Paul Maraspin.
I shared these initial findings with my supervisor, Randal Brandt, who directed me to a publication that would be key to figuring out the rest of the puzzles. The Argonauts of California, published by C.W. Haskins in 1890, is an invaluable source of information about the gold seekers who came to California. The passenger lists it contains were crucial in figuring out the names of people associated with the journal. We now knew who had written the journal but who had done the drawings? And what about the composer of those numerous songs recorded in the journal? A closer examination of the drawings proved fruitful. Of the nine drawings, two of them had the initials “CCH” in the lower right hand corner.
A quick perusal of the Capitol’s passenger list turned up only one possible match, a C.C. Hosmer. Now we knew the name of the illustrator. Back to Ancestry.com again, I went hunting for more information about him and found out his full name, Chester Cooley Hosmer (1823-1879). Because Chester Cooley Hosmer is also an unusual name, on a whim I Googled it along with the word “Capitol.” The very first result was a library catalog listing in the Special Collections of the Jones Library in Amherst, Massachusetts for Chester Cooley Hosmer’s journal documenting the same trip aboard the Capitol. Describing it as a journal “illustrated throughout with his drawings,” the catalog listing included scans of two pages with drawings. Here is one of them.
One can readily see the style of these drawings match those in the Maraspin journal. Not only did we now know our illustrator but also the location of his journal from the very same voyage.
Turning to the name listed as the songwriter, B.F. Whittemore (sometimes spelled incorrectly as “Whitmore” in passenger lists), a search turned up another interesting character. The Wikipedia entry for Benjamin Franklin Whittemore states that he went on to become a minister in the Union Army and then elected to the state legislature of South Carolina and eventually the House of Representatives.
Others identified in this process included the composer of the final song lyrics in the journal titled, “A Song Dedicated to the Officers of the Ship Capitol,” and signed “W.T. old friend.” Again, the passenger lists were the key as only one person had those initials, W.T. Hubbard.
More research on the ship and lists revealed the full name of the captain, Thorndike Procter of Salem, Massachusetts.
As might be true with any group of persons traveling so far from home for so long, there is inevitable tragedy as well as triumph. Captain Thorndike Procter committed suicide in San Francisco Bay on October 17, 1849. It was reported in the papers that the captain “had been lately subject to occasional fits of derangement, during the last of which he jumped overboard, and was drowned….” Nine weeks later, Paul Maraspin’s young “old friend,” William.T. Hubbard, just 23 years of age, also died by drowning in San Francisco Bay on Christmas Eve.
The work of improving access and discoverability to our collections is at the heart of what we do as library professionals. Unknown people become known, their stories and lives become real to us, and as you read this journal now you can see the intertwining of their lives. One hundred and sixty-eight years later, two journals from the same trip are virtually reunited because of the work of archivists and catalogers separated by time and a continent. In this way, library professionals contribute to a very large cultural jigsaw puzzle that, slowly but surely, becomes ever more complete.
To see the completed catalog record for this item please use this link:
On October 26-28, I had the honor of attending the Library Leaders Forum 2016, which was held at the Internet Archive (IA). This year’s meeting was geared towards envisioning the library of 2020. October 26th was also IA’s 20th anniversary. I joined my Web Science and Digital Libraries (WS-DL) Research Group in celebrating IA’s 20 years of preservation by contributing a blog post with my own personal story, which highlights a side of the importance of Web preservation for the Egyptian Revolution. More personal stories about Web archiving exist on WS-DL blog.
In the Great room at the Internet Archive Brewster Kahle, the Internet Archive’s Founder, kicked off the first day by welcoming the attendees. He began by highlighting the importance of openness, sharing, and collaboration for the next generation. During his speech he raised an important question, “How do we support datasets, the software that come with it, and open access materials?” According to Kahle, the advancement of digital libraries requires collaboration.
After Brewster Kahle’s brief introduction, Wendy Hanamura, the Internet Archive’s Director of Partnership, highlighted parts of the schedule and presented the rules of engagement and communication:
- The rule of 1 – Ask one question answer one question.
- The rule of n – If you are in a group of n people, speak 1/n of the time.
Before giving the microphone to the attendees for their introductions, Hanamura gave a piece of advice, “be honest and bold and take risks“. She then informed the audience that “The Golden Floppy” award shall be given to the attendees who would share bold or honest statements.
Next was our chance to get to know each other through self-introductions. We were supposed to talk about who we are, where we are from and finally, what we want from this meeting or from life itself. The challenge was to do this in four words.
After the introductions, Sylvain Belanger, the Director of Preservation of Library and Archives in Canada, talked about where his organization will be heading in 2020. He mentioned the physical side of the work they do in Canada to show the challenges they experience. They store, preserve, and circulate over 20 million books, 3 million maps, 90,000 films, and 500 sheets of music.
“We cannot do this alone!” Belanger exclaimed. He emphasized how important a partnership is to advance the library field. He mentioned that the Library and Archives in Canada is looking to enhance preservation and access as well as looking for partnerships. They would also like to introduce the idea of innovation into the mindset of their employees. According to Belanger, the Archives’ vision for the year 2020 includes consolidating their expertise as much as they can and also getting to know how do people do their work for digitization and Web archiving.
After the Belanger’s talk, we split up into groups of three to meet other people we didn’t know so that we could exchange knowledge about what we do and where we came from. Then the groups of two will join to form a group of six that will exchange their visions, challenges, and opportunities. Most of the attendees agreed on the need for growth and accessibility of digitized materials. Some of the challenges were funding, ego, power, culture, etc.
— Yasmina Anwar (@yasmina_anwar) October 27, 2016
Chris Edward, the Head of Digital Services at the Getty Research Institute, talked about what they are doing, where they are going, and the impact of their partnership with the IA. Edward mentioned that the uploads by the IA are harvested by HathiTrust and the Defense Logistics Agency (DLA). This allows them to distribute their materials. Their vision for 2020 is to continue working with the IA and expanding the Getty research portal, and digitize everything they have and make it available for everyone, anywhere, all the time. They also intend on automating metadata generation (OCR, image recognition, object recognition, etc.), making archival collections accessible, and doing 3D digitization of architectural models. They will then join forces with the International Image Interoperability Framework (IIIF) community to develop the capability to represent these objects. He also added that they want to help the people who do not have the ability to do it on their own.
After lunch, Wendy Hanamura walked us quickly through the Archive’s strategic plan for 2015-2020 and IA’s tools and projects. Some of these plans are:
- Next generation Wayback Machine
- Test pilot with Mozilla so they suggest archived pages for the 404
- Wikimedia link rots
- Building libraries together
- The 20 million books
- Table top scribe
- Open library and discovery tool
- Digitization supercenter
- Collaborative circulation system
- Television Archive — Political ads
- Software and emulation
- Proprietary code
- Scientific data and Journals – Sharing data
- Music — 78’s
“No book should be digitized twice!”, this is how Wendy Hanamura ended her talk.
Then we had a chance to put our hands on the new tools by the IA and by their partners through having multiple makers’ space stations. There were plenty of interesting projects, but I focused on the International Research Data Commons– by Karissa McKelvey and Max Ogden from the Dat Project. Dat is a grant-funded project, which introduces open source tools to manage, share, publish, browse, and download research datasets. Dat supports peer-to-peer distribution system, (e.g., BitTorrent). Ogden mentioned that their goal is to generate a tool for data management that is as easy as Dropbox and also has a versioning control system like GIT.
After a break Jeffrey Mackie-Mason, the University Librarian of UC Berkeley, interviewed Brewster Kahle about the future of libraries and online knowledge. The discussion focused on many interesting issues, such as copyrights, digitization, prioritization of archiving materials, cost of preservation, avoiding duplication, accessibility and scale, IA’s plans to improve the Wayback Machine and many other important issues related to digitization and preservation. At the end of the interview, Kahle announced his white paper, which wrote entitled “Transforming Our Libraries into Digital Libraries”, and solicited feedback and suggestions from the audience.
— Yasmina Anwar (@yasmina_anwar) October 27, 2016
— Merrilee Proffitt (@MerrileeIAm) October 27, 2016
— Yasmina Anwar (@yasmina_anwar) October 27, 2016
— Merrilee Proffitt (@MerrileeIAm) October 27, 2016
— Mouse Reeve (@tripofmice) October 27, 2016
— Mouse Reeve (@tripofmice) October 27, 2016
— Dr.EB (@LNBel) October 27, 2016
At the end of the day, we had an unusual and creative group photo by the great photographer Brad Shirakawa who climbed out on a narrow plank high above the crowd to take our picture.
On day two the first session I attended was a keynote address by Brewster Kahle about his vision for the Internet Archive’s Library of 2020, and what that might mean for all libraries.
— Yasmina Anwar (@yasmina_anwar) October 28, 2016
Heather Christenson, the Program Officer for HathiTrust, talked about where HeathiTrust is heading in 2020. Christenson started by briefly explaining what is HathiTrust and why HathiTrust is important for libraries. Christenson said that HathiTrust’s primary mission is preserving for print and digital collections, improving discovery and access through offering text search and bibliographic data APIs, and generating a comprehensive collection of the US federal documents. Christensen mentioned that they did a survey about their membership and found that people want them to focus on books, videos, and text materials.
Our next session was a panel discussion about the Legal Strategies Practices for libraries by Michelle Wu, the Associate Dean for Library Services and Professor of Law at the Georgetown University Law Center, and Lila Bailey, the Internet Archive’s Outside Legal Counsel. Both speakers shared real-world examples and practices. They mentioned that the law has never been clearer and it has not been safer about digitizing, but the question is about access. They advised the libraries to know the practical steps before going to the institutional council. “Do your homework before you go. Show the usefulness of your work, and have a plan for why you will digitize, how you will distribute, and what you will do with the takedown request.”
After the panel Tom Rieger, the Manager of Digitization Services Section at the Library of Congress (LOC), discussed the 2020 vision for the Library of Congress. Reiger spoke of the LOC’s 2020 strategic plan. He mentioned that their primary mission is to serve the members of Congress, the people in the USA, and the researchers all over the world by providing access to collections and information that can assist them in decision making. To achieve their mission the LOC plans to collect and preserve the born digital materials and provide access to these materials, as well as providing services to people for accessing these materials. They will also migrate all the formats to an easily manageable system and will actively engage in collaboration with many different institutions to empowering the library system, and adapt new methods for fulfilling their mission.
In the evening, there were different workshops about tools and APIs that IA and their partners provided. I was interested in the RDM workshop by Max Ogden and Roger Macdonald. I wanted to explore the ways we can support and integrate this project into the UC Berkeley system. I gained more information about how the DAT project worked through live demo by Ogden. We also learned about the partnership between the Dat Project and the Internet Archive to start storing scientific data and journals at scale.
We then formed into small groups around different topics on our field to discuss what challenges we face and generate a roadmap for the future. I joined the “Long-Term Storage for Research Data Management” group to discuss what the challenges and visions of storing research data and what should libraries and archives do to make research data more useful. We started by introducing ourselves. We had Jefferson Bailey from the Internet Archive, Max Ogden, Karissa from the DAT project, Drew Winget from Stanford libraries, Polina Ilieva from the University of California San Francisco (UCSF), and myself, Yasmin AlNoamany.
Some of the issues and big-picture questions that were addressed during our meeting:
- The long-term storage for the data and what preservation means to researchers.
- What is the threshold for reproducibility?
- What do researchers think about preservation? Does it mean 5 years, 15 years, etc.?
- What is considered as a dataset? Harvard considers anything/any file that can be interpreted as a dataset.
- Do librarians have to understand the data to be able to preserve it?
- What is the difference between storage and preservation? Data can be stored, but long-term preservation needs metadata.
- Do we have to preserve everything? If we open it to the public to deposit their huge datasets, this may result in noise. For the huge datasets what should be preserved and what should not?
- Privacy and legal issues about the data.
Principles of solutions
- We need to teach researchers how to generate metadata and the metadata should be simple and standardized.
- Everything that is related to research reproducibility is important to be preserved.
- Assigning DOIs to datasets is important.
- Secondary research – taking two datasets and combine them to produce something new. In digital humanities, many researchers use old datasets.
- There is a need to fix the 404 links for datasets.
- There is should be an easy way to share data between different institutions.
- Archives should have rules for the metadata that describe the dataset the researchers share.
- The network should be neutral.
- Everyone should be able to host a data.
- Versioning is important.
Notes from the other Listening posts:
- LIBRARY 2020: Refining the vision, mapping the collection, and identifying the contributors
- WEB ARCHIVING: What are the opportunities for collaborative technology building?
- DIGITIZATION: Scanning services–develop a list of key improvements and innovations you desire
- DISCOVERY: Open Library– ideas for moving forward
At the end of the day, Polina Ilieva, the Head of Archives and Special Collections at UCSF, wrapped up the meeting by giving her insight and advice. She mentioned that for accomplishing their 2020 goals and vision, there is a need to collaborate and work together. Ilieva said that the collections should be available and accessible for researchers and everyone, but there is a challenge of assessing who is using these collections and how to quantify the benefits of making these collections available. She announced that they would donate all their microfilms to the Internet Archive! “Let us all work together to build a digital library, serve users, and attract consumers. Library is not only the engine for search, but also an engine for change, let us move forward!” This is how Ilieva ended her speech.
It was an amazing experience to hear about the 2020 vision of the libraries and be among all of the esteemed library leaders I have met. I returned with inspiration and enthusiasm for being a part of this mission and also ideas for collaboration to advance the library mission and serve more people.
I’m sharing this event announcement because it may be of interest to you.
The Literature and Digital Humanities Working Group, and the Americanist Colloquium, would like to invite you to join us at the following talk:
Editions Inside of Archives: Literary Editing and Preservation at the Mark Twain Project
Thursday October 13th, 6.30pm
DLib Collaboratory, 350 Barrows Hall
The Mark Twain Papers & Project not only contains the largest collection of material by and about Mark Twain, it also employs several editors working toward a complete scholarly edition of Mark Twain’s writings and letters. The editors in the Project are sometimes involved in archival management, preservation, and “digital humanities” endeavors. Yet the goals of the archive both overlap with and diverge from those of a scholarly edition, especially in that editions produced by the Mark Twain Project use material from other archives, and considering the limit to which editorial work can faithful to physical manuscripts. Archival projects are sometimes done at the expense of editorial projects, and vice versa; each enterprise has its gains and losses.
Digital scholarly editing can also depart from more traditional print editorial enterprises. When editorial policy modifications occur simultaneously with the evolution of digital interfaces, what is an editor to do? Put another way, when “digitizing” an old book with a different editorial policy, is one obliged to “re-edit” the text or compromise about how to present the product of a different set of expectations for editing and designing scholarly editions? How do notions of readability and reliability change with concurrent technological innovations? I shall examine instances where the physical archive, the digital archive, and editions at the Mark Twain Project have illuminated common as well as new ground on reading, editing, and cultural heritage.
This Tuesday—August 16, 2016—please join us along with Voice of Witness for an evening of oral history and human rights. OHC interviewer, Shanna Farrell, will moderate a lively discussion between Voice of Witness editors, Peter Orner (Underground America: Narratives of Undocumented Lives) and Robin Levi (Inside this Place, Not of it: Narratives from Women’s Prisons) on the intersections of oral history methods, access, and social justice.
The event will begin at 6pm in the MLK Student Union’s Tilden Room (5th Floor). Light refreshments will be served and Voice of Witness books will be available for purchase.
This event is sponsored by OHC’s Advanced Oral History Summer Institute, which brings together students, faculty and scholars from across the United States for an intensive week of study and discussion. For more details, see the Oral History Center website.
- Mary Elings, Head of Digital Collections, Bancroft Library
- Lynn Cunningham, Principal Digital Curator, Art History Visual Resources Center
- Jason Hosford, Senior Digital Curator, Art History Visual Resources Center
- Jamie Wittenberg, Research Data Management Service Design Analyst, Research IT
- Camille Villa, Digital Humanities Assistant, Research IT
The Bancroft Library University of California Berkeley
SUMMER ARCHIVAL INTERNSHIP 2015
Who is Eligible to Apply
Graduate students currently attending an ALA accredited library and information science program who have taken coursework in archival administration and/or digital libraries.
Born-Digital Processing Internship Duties
The Born-Digital Processing Intern will be involved with all aspects of digital collections work, including inventory control of digital accessions, collection appraisal, processing, description, preservation, and provisioning for access. Under the supervision of the Digital Archivist, the intern will analyze the status of a born-digital manuscript or photograph collection and propose and carry out a processing plan to arrange and provide access to the collection. The intern will gain experience in appraisal, arrangement, and description of born-digital materials. She/he will use digital forensics software and hardware to work with disk images and execute processes to identify duplicate files and sensitive/confidential material. The intern will create an access copy of the collection and, if necessary, normalize access files to a standard format. The intern will generate an EAD-encoded finding aid in The Bancroft Library’s instance of ArchivesSpace for presentation on the Online Archive of California (OAC). Lastly, the intern will complete a full collection-level MARC catalog record for the collection using the University Library’s Millennium cataloging system. All work will occur in the Bancroft Technical Services Department, and interns will attend relevant staff meetings.
6 weeks (minimum 120 hours), June 29 – August 7, 2015 (dates are somewhat flexible)
NOTE: The internship is not funded, however, it may be possible to arrange for course credit for the internship. Interns will be responsible for living expenses related to the internship (housing, transportation, food, etc.).
The competitive selection process is based on an evaluation of the following application materials:
Cover letter & Resume
Current graduate school transcript (unofficial)
Photocopy of driver’s license (proof of residency if out-of-state school)
Letter of recommendation from a graduate school faculty member
Sample of the applicant’s academic writing or a completed finding aid
All application materials must be postmarked on or before Friday, April 17, 2015 and either mailed to:
Head of Digital Collections
The Bancroft Library
University of California Berkeley
Berkeley, CA 94720.
or emailed to melings [at] library.berkeley.edu, with “Born Digital Processing Internship” in the subject line.
Selected candidates will be notified of decisions by May 1, 2015.