Page History

The following is a list of all the tasks you might do if you were fully processing a collection from start to finish.

Pre-Processing

•  Appraise records
•  Transfer materials
•  Create accession record

Survey Collection/Accession

•  Research content subject
•  Create work plan or processing proposal
•  Note groups / themes
•  Note potential materials to weed
•  Note potential materials to send back to donor
•  Note oversize materials
•  Note legacy media that will have to be reformatted
•  Note preservation concerns

Processing

•  Create or update resource record description at Collection level
•  Appraise records - discard, move to another collection
•  Box
•  Folder
•  Label boxes
•  Barcode boxes
•  Transfer boxes to storage
•  Add instances at collection level or in the container list
•  Review records for restrictions
•  Physical arrangement
•  Intellectual arrangement
•  Create container list at series, box, folder level 
  
  
•  Document digital media and where it exists within the collection in accession record
•  Migrate legacy media
•  Photograph physical media
•  House media in format-specific containers
•  Run virus scan
•  Package content and generate checksums
•  Record technical metadata
•  Record software or tools for viewing or use
•  Scan for PII within the files
•  

  Delete/deaccession files with PII where appropriate

•  

  Redact files with PII File format normalization/migration for material outside of Archivematica or proprietary formats

•  

  Identify file formats

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  Perform file format normalization/migration with ready pathways/services in Archivematica

•  

  Create Dissemination Information Package (DIP) - mostly create DIP at access request by researcher

Description

Accession Record (required fields)

•  Title
•  Identifier
•  Accession Date
•  Content Description
•  Disposition Note
•  Provenance
•  Acquisition Type
•  Resource Type
•  Restrictions Apply?
•  Publish?
•  Access Restrictions Note
•  Use Restrictions?
•  Use Restrictions Note
•  Dates
•  Extents
•  Agent Links
•  Related Resources
•  Collection Management
•  Events

Resource Record (Required Note Fields)

•  Abstract
•  Appraisal
•  Arrangement
•  Biographical / Historical
•  Conditions Governing Access
•  Conditions Governing Use
•  Custodial History Immediate Source of Acquisition
•  Physical Location
•  Preferred Citation
•  Processing Information
•  Scope and Contents