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

Table of Contents

 

packing instructionsConnecting devices for digital
  • Processors (required; DACS 8.1.5)
  • Processing Status (required

    I. Pre-Processing

    - appraise, transfer, accession

    Appraise recordsAppraisal pre-processingProcessing manual link 
    Physical transfer

    Initial site visit

    Packing

    Processing manual link 
    Pack materials 
    Digital transferIdentify media"Know Your Media" (University of Texas, San Antonio guideCreate accession recordProcessing manual link)
    Label and photograph the media 
    Connecting drives and devices

    Create accession record

    - if can't complete all the required

    fields come back to them after

    the survey

    Basic information section
    Dates section
    Extents section
     

    Create accession record

    Create an accession record with all required fields.*


    *You can complete the record after surveying the materials if necessary

    Required fields

    • Title
    • Identifier
    • Accession Date
    • Content Description
    • Disposition Note
    • Provenance
    • Acquisition and Resource Type
    • Access and Use Restrictions
    • Dates
    • Extents (portion, number, type, and container summary)
    • Collection management (processors and processing status
    Collection management section
    • )

    II. Surveying and Planning

    Planning stage -

    Survey collection or accession

    • during the survey you are just

    looking at the collection and

    taking notes - do not start

    moving, foldering, or otherwise

    altering the materials

     

    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 manual link

    Create work plan or processing proposal

    Processing manual link

    workPlanTemplate.docx
    Update accession record 

    III. Processing

    AppraisalDeaccessioning

    Processing manual link

    Airtable deaccession request form

    Disposal of weeded materialsProcessing manual link
    Partners' papersProcessing manual link

    Access restrictions

    (Screening)






    MIT records policies

    Institute Archives & Special Collections: Institute Records Access Policy

    Institute Archives & Special Collections: Institute Archives Records Collection Policy

    Access restrictions (in years)

    75 years - FERPA education records, faculty and staff personnel records, health care patient records, gifts records, PII

    50 years - Corporation records

    20 years - all MIT records

    Access restriction categoriesProcessing manual link
    ExamplesIn faculty, "personal archives" - processing manual
    Reviewing for restrictions, "screening" (physical collections)Processing manual link
    Reviewing for restrictions, "screening" (digital collections)Processing manual link
    Arrangement

    Physical arrangement

    Intellectual arrangement

    Digital arrangement

    Levels of arrangement

    Processing manual link
    Preservation

    In-house preservation

    (work done by processors)

    Disk image extractionProcessing manual link
    Wunsch Conservation LabProcessing manual link
    Description






    Guidelines
    Collection level description
    Component list
    Titles

    Collection, series, file level w/ style guide

    Dates
    Extents
    Notes

    all

    Required:

    Finding aid data
    Preparing materials for storage


    Overview

    Processing manual

    Labels and barcodes
    Creating locationsProcessing manual
    HD moves

    HD manifest spreadsheet

    Schedule a move