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.

I. Pre-Processing - appraise, transfer, accession
Appraise records	Appraisal pre-processing	Processing manual link
Physical transfer packing instructions	Initial site visit Packing	Processing manual link
Connecting devices for digital transfer	Identify media	University of Texas, San Antonio guide
	Create accession record	Processing manual link
	Label and photograph the media
	Connecting drives and devices	Floppy drives Zip disk drives Jaz disk drives Optical disc drives Memory card readers Data tape drives Hard drives and storage devices Computers
Create accession record	Basic information section	Title (required; DACS 2.3, CAAIS 1.4) Identifier (required; CAAIS 1.2) Accession Date (required) Content Description (required; DACS 3.1, CAAIS 3.3) Condition Description (DACS 4.2.5, CAAIS 4.3.2) Disposition Note (required; DACS 5.3.4 & 7.1.8, CAAIS 4.4.2) Provenance (required; DACS 5.2, CAAIS 2.1) Acquisition Type (required; CAAIS 1.6) Resource Type (required) Restrictions Apply? (required) Access Restrictions Note (required; DACS 4.1) Use Restrictions? (required) Use Restrictions Note (required; DACS 4.4)
	Dates section	Label (required) Type (required) Begin (required)
	Extents section	Portion (required) Number (required) Type (required) Container Summary (required)
	Collection management section	Processors (required; DACS 8.1.5) Processing Status (required)
II. Processing
Survey collection or accession	Research content subject	Processing manual link
	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

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

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I. Pre-Processing - appraise, transfer, accession

II. Processing

Processing

Description

Accession Record (required fields)

Resource Record (Required Note Fields)