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Deck of Cards
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Card
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Level 1 - Minimum

This level is for low priority accessions; for new collections, this may mean providing description only at the collection level. There are many collections for which this level of processing is the best and most appropriate level.

Material TypePhysical ControlIntellectual Control
Analog + DigitalTransfer materials

Create accession record

Create or update resource record description at Collection level

Create file/container list at series or box level (for analog, only if high level information is provided by the donor/creator)

Update resource record with instances at Collection level

Analog

Rehouse boxes only if necessary (if original boxes are too large for the shelves or if they are in poor condition)

Weed only very obvious duplicate materials

Add labels and barcodes to boxes

Transfer boxes to HD or ASC storage

 
Digital (physical media + born digital)Document digital media and where it exists within the collection in accession record

Run virus scan

Package content and generate checksums

Record technical metadata

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idLevel2
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Level 2 - Baseline

This is the baseline level of processing for most collections.

Material TypePhysical ControlIntellectual Control
Analog + Digital

Transfer materials

Survey accession

Create accession record

May create processing proposal or work plan

Add/update container list and collection level description

Add instances in container list

Analog

Rehouse boxes as necessary

Folder loose material, refolder Pendeflex, refolder for preservation (moldy, water damage)

Weed only very obvious duplicate, non-archival, or transactional material

Screen at series, box, or folder level

Add labels and barcodes to boxes

Transfer boxes to HD or ASC storage

Label, date, add collection, box and folder number to all folders

Basic physical arrangement may be done

Intellectual arrangement may be done

Describe at series, box, or folder level in ASpace

Digital (physical media + born digital)

Document digital media and where it exists within the collection

May migrate materials off of physical media depending on volume, staff resources, and format

Run virus scan

Package content and generate checksums

Record technical metadata

Scan for PII within the files

Delete/deaccession files with PII where appropriate

Identify file formats

Record software or tools for viewing or use

Create series in the finding aid for digital material

 

 

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idLevel3
labelLevel 3
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Level 3 - Moderate

Use this level for accessions / collections with determined extra importance - taking into consideration historical value, researcher interest, extra levels of funds or support.

Material TypePhysical ControlIntellectual Control
Analog + Digital

Transfer materials

Survey accession

Create accession record

Create work plan

Add/update container list and collection level description

Add instances in container list

Analog

Rehouse boxes as necessary

Folder loose material, refolder Pendeflex, refolder for preservation (moldy, water damage)

Weed duplicate, transactional, and non-archival material

Screen at folder level

Add labels and barcodes to boxes

Transfer boxes to HD or ASC storage

Label, date, add collection number, box number on all folders

Physical arrangement may be done

Intellectual arrangement may be done, if done add folder numbers

Describe at series and folder level in ASpace

Digital

Document digital media and where it exists within the collection

Migrate materials off of physical media for formats with established workflows, may migrate materials without established workflows depending on volume, staff resources, and format

Photograph physical media

House media in format-specific containers

Run virus scan

Package content and generate checksums

Record technical metadata

Scan for PII within the files (if born digital)

Delete/deaccession files with PII where appropriate

Identify file formats

Record software or tools for viewing or use

Create series and upper level folder list in the finding aid for digital material, create series in the finding aid based on intellectual content

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

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idLevel4
labelLevel 4
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Level 4 - ExtremeIntensive

This level is reserved for grant funded or special projects.

Material TypePhysical ControlIntellectual Control
Analog + Digital

Transfer materials

Survey accession

Screen at item level

Create accession record

Create work plan

Add/update container list and collection level description

Add instances in container list

Intellectually arrange series so physical and digital are together

Possible item level description

High level of research undertaken resulting in detailed notes at all levels (collection to item)

Analog

Rehouse boxes as necessary

Folder loose material, refolder Pendeflex, refolder for preservation (moldy, water damage)

Weed duplicate, transactional, and non-archival material

Add labels and barcodes to boxes

Transfer boxes to HD or ASC storage

Label, date, add collection number, box number, folder numbers to all folders

Physical and intellectual arrangement match

Describe at series, folder and/or item level in ASpace

Digital

Document digital media and where it exists within the collection

Migrate materials off of physical media

Photograph physical media

House media in format-specific containers

Run virus scan

Package content and generate checksums

Record technical metadata

Scan for PII within the files (if born digital)

Delete/deaccession files with PII where appropriate

Identify file formats

Record software or tools for viewing or use

Create series and container list in the finding aid for digital material

File format normalization/migration with ready pathways/services in Archivematica Create series in the finding aid based on intellectual content

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

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

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