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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.

 

I. Pre-Processing - appraise, transfer, accession

Appraise recordsAppraisal pre-processingProcessing manual link
Physical transfer packing instructions

Initial site visit

Packing

Processing manual link
Connecting devices for digital transferIdentify mediaUniversity of Texas, San Antonio guide
Create 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
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

 

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