Document management — Monitoring and verification of information stored on 130 mm optical media

ISO 23868:2008 specifies test methods to determine the quality of data on recorded media and provides specifications enabling end-user organizations to monitor data quality and ongoing conformance with the error limits required for its class identified by the manufacturer of the drive/media. ISO 23868:2008 defines error rate monitoring capabilities and procedures associated with 130 mm optical media while being used in a production environment to ensure that data is still readable throughout the expected life of the media.

Gestion de documents — Surveillance et vérification de l'information stockée sur des supports optiques de 130 mm

General Information

Status
Published
Publication Date
08-Oct-2008
Current Stage
9020 - International Standard under periodical review
Start Date
15-Oct-2011
Completion Date
15-Apr-2022
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ISO 23868:2008 - Document management -- Monitoring and verification of information stored on 130 mm optical media
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INTERNATIONAL ISO
STANDARD 23868
First edition
2008-10-15
Document management — Monitoring
and verification of information stored on
130 mm optical media
Gestion de documents — Surveillance et vérification de l'information
stockée sur des supports optiques de 130 mm
Reference number
ISO 23868:2008(E)
ISO 2008
---------------------- Page: 1 ----------------------
ISO 23868:2008(E)
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© ISO 2008

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ii © ISO 2008 – All rights reserved
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ISO 23868:2008(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies

(ISO member bodies). The work of preparing International Standards is normally carried out through ISO

technical committees. Each member body interested in a subject for which a technical committee has been

established has the right to be represented on that committee. International organizations, governmental and

non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the

International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 23868 was prepared by Technical Committee ISO/TC 171, Document management applications,

Subcommittee SC 1, Quality.
© ISO 2008 – All rights reserved iii
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ISO 23868:2008(E)
Introduction

Many organizations now use optical media for long-term storage of information. It is assumed that a disk

selected for recording has already been qualified for that purpose. It is therefore important to be able to verify

that data have been recorded correctly and remain readable for the required amount of time. Previous ISO

Standards clearly specified requirements for interchange, and methods for predicting the lifetime of optical

media but did not contain methods for validation of the quality of written data.

Longevity is limited both by media degradation and by technology obsolescence. Interchange needs to be

regularly verified to assure that information on existing recorded media will continue to be recoverable. Users

can have a maintenance policy that protects disks against unanticipated failure or use, such as by making one

archival copy, another to function as a backup or master, and another for routine access. Hardware support

lifecycles typically vary between 5 years to 10 years and technology lifecycles usually end after 20 years.

Consequently, recordings that require a longer lifecycle might have to be transferred to upgraded platforms

every 10 years to 20 years.

Optical media for long-term storage should be evaluated. Significant longevity differences can exist for disks

from different media manufacturers and also between disks from the same media manufacturer. Degradation

can be more rapid for disks of very poor initial quality than for high quality recordings. Disks with an initially

poor quality do not offer sufficient headroom to avoid reaching the unrecoverable error threshold before the

next scheduled inspection, which for archival disks is to be avoided. This means that a disk of high initial

recorded quality that maintains this condition for life is expected to have superior longevity.

Powerful cyclic redundancy check (CRC) error correction systems that are embedded in the disk and utilized

by the drive can mask degradation. In the absence of drive standards, functionality does not allow the user to

verify, in a simple manner, the quality of information recorded on a particular disk. Methods described in this

International Standard specify a quality control policy that can non-destructively identify degradation, and

thereby support timely and effective corrective action.
iv © ISO 2008 – All rights reserved
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INTERNATIONAL STANDARD ISO 23868:2008(E)
Document management — Monitoring and verification of
information stored on 130 mm optical media
1 Scope

This International Standard specifies test methods to determine the quality of data on recorded media and

provides specifications enabling end-user organizations to monitor data quality and ongoing conformance with

the error limits required for its class identified by the manufacturer of the drive/media. This International

Standard defines error rate monitoring capabilities and procedures associated with 130 mm optical media

while being used in a production environment to ensure that data are still readable throughout the expected

life of the media.
2 Normative references

The following referenced documents are indispensable for the application of this document. For dated

references, only the edition cited applies. For undated references, the latest edition of the referenced

document (including any amendments) applies.
ISO 12651, Electronic imaging — Vocabulary

ISO/IEC 17345, Information technology — Data interchange on 130 mm rewritable and write once read many

ultra density optical (UDO) disk cartridges — Capacity: 30 Gbytes per cartridge — First generation

ISO/IEC 11976, Data interchange on 130 mm rewritable and write-once-read-many ultra density optical (UDO)

disk cartridges — Capacity: 60 Gbytes per cartridge — Second generation
3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 12651, ISO/IEC 17345,

ISO/IEC 11976, and the following apply.
3.1
end-of life
EOL
loss of interchange whereby information cannot be reliably retrieved
4 Test method
4.1 General

The method specified in this International Standard to determine the quality of data on recorded media is

based on a knowledge of the error correcting codes used to correct for inevitable media defects and the

deterioration during normal life of the media. At the time of writing, the data should be verified by the writing

system. During this verification process, the level of defects shall be checked and only data which require a

small percentage of the error correction capability shall be accepted by the writing system. This International

Standard defines a method for subsequent analysis of the remaining error correction capability when the

© ISO 2008 – All rights reserved 1
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ISO 23868:2008(E)

media are read on a reference drive. In addition, the performance of the servos on the media shall be checked

to determine if any unacceptable media distortion has occurred.
4.2 Calibration of test drive

The drive manufacturer provides reference disks, that have been checked on calibrated equipment. These

media shall be provided with a test report documenting the acceptable range of results that shall be obtained

when scanned on a drive to be used for archive data scanning. Any drive used to perform the media quality

tests shall pass the check with reference media.
4.3 Test parameters

The remaining error correction capability and servo performance of the media that are scanned shall be

measured using a media scan. In order to keep the scan to a manageable time, a percentage of the surface

shall be scanned.
During the scan of a disk, the following operations shall be performed.

a) The surface of the media shall be scanned to determine the location of written sectors.

b) A minimum of every tenth track of user written data shall be read and the number of errors in each code

word calculated so as to ensure that there is sufficient remaining correction capability in the written

sectors. The user may select to scan 100 % of the data depending on the value attributed to the content

of the media.

c) If > 75 % of the available error correction capability in any sector tested is required to recover valid data,

the media shall be reported as being at risk. In this case, the first measure shall be to clean the media

according to the manufacturer's instructions and to rescan for defects. If the same error is reported, the

data should be migrated within 2 years of the date of testing.

d) The servo channels shall be monitored to verify that none of the allowable thresholds are exceeded, for

example due to surface dust or scratches. The maximum servo disturbances are defined in the relevant

ISO specification for the media type (ISO/IEC 17345, ISO/IEC 11976). In this case, the first measure shall

be to clean the media according to the manufacturer's instructions and to rescan for defects. If the same

error is reported, the data should be migrated within two years of the date of testing.

e) The sector addresses shall be checked to ensure that at least one ID field in every sector is readable

without errors. If this condition is not met, the media shall be reported as being at risk. In this case, the

first measure shall be to clean the media according to the manufacturer's instructions and to rescan for

defects. If the same error is reported, the data should be migrated within two years of the date of testing.

f) The remaining spares area shall be checked to ensure that the relocation rate is acceptable. Less than

50 % of the spares allowed shall have been used. The spares allowed shall be allocated in proportion to

the percentage of the user area written. If this condition is not met, the media shall be reported as being

at risk. In this case, the first measure shall be to clean the media according to the manufacturer's

instructions and to rescan for defects. If the same error is reported, the data should be migrated within

two years of the date of testing.
4.4 Test set-up

Before testing a media cartridge, the drive to be used shall be calibrated using reference media supplied by

the drive manufacturer. The cartridge to be tested should be inspected for physical damage but no attempt

should be made to clean the media surface.

In general, media cleaning is detrimental to performance unless carried out using the correct materials to a

specification. Only in the event of a disk cartridge failing the scan, should the media be cleaned. See

informative Annex A for recommendations on disk cleaning. Disk cleaning should only be performed using the

recommended disk cleaner and cleaning fluid supplied by the media vendor.
On no account
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