Full Processing List

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

• 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
• Immediate Source of Acquisition
• Physical Location
• Preferred Citation
• Processing Information
• Scope and Contents