Preservation guide 04

Emulation and migration

The two ways to keep old things usable, when Lazarus uses each, and what is lost either way.

Two strategies

Migration converts a file into a newer format that current software can open. Emulation leaves the file exactly as it was and recreates, in software, the machine that once read it.

Migration is simpler for the person using the file. Emulation is truer to the original. Lazarus does both, and always keeps the original either way, so that a decision made today can be revisited when better tools exist.

When Lazarus migrates

Material whose content can be separated from the software that made it is migrated: documents, photographs, sound, video and data.

How common material is migrated
MaterialMigrated toKept alongside
Word-processor documentsPDF/A-2bThe original files
EmailEML messages and PDF/A-2bThe original mailboxes
Photographs and scansTIFFThe originals as taken
Audio from DAT and MiniDiscFLAC, 24-bitThe raw transfer
Digital video tapeFFV1 video in MatroskaLogs of every dropout
Instrument and survey dataCSV with a data dictionaryThe original files
Websites since 2004WARC, replayed in the reading roomThe server images

Migration always loses something. Fonts are substituted, layouts shift, a spreadsheet’s formulas become fixed numbers. The original is kept so that the loss is never permanent.

When Lazarus emulates

Software is behavior, and behavior cannot be migrated. Games, demos, applications, interactive works and the early web are kept in their original form and run in emulation, through the emulation toolkit.

Each platform has an emulation profile: an emulator core, the system software and firmware the machine needed, its configuration and a set of tests the profile must pass. Every record that runs in emulation names the profile it uses.

What has to survive

Archivists call the qualities a work cannot lose without becoming something else its significant properties. They differ by kind of work. For a game, timing, sound and input matter most; for a demo, exact timing down to the cycle; for a spreadsheet, the formulas rather than the numbers. Profiles are validated against these properties:

  • Speed is matched to the original hardware within a tenth of a percent.
  • Sound is compared with recordings made on real machines.
  • Picture is shown as the machine produced it, with its original aspect ratio, and optionally through a filter that approximates the screen it was made for.
  • Input delay is measured, and kept close to the original.

What emulation cannot do

Some things do not survive in either form. Peripherals such as light guns and pen plotters can be imitated but not replaced. Online games whose servers have shut down can be preserved only in part. And no emulator can reproduce the weight of a keyboard or the sound of a drive seeking. Where that matters, Lazarus records it, in photographs, video and sound, and keeps the recording with the record.