Strategies for Advancing Hidden Collections: Difference between revisions

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* Kelly Revak, Processing Archivist, Library of Congress
* Kelly Revak, Processing Archivist, Library of Congress


Additions to this library are welcome. Readers may contribute to its development by [https://wiki.diglib.org/index.php?title=Special:CreateAccount&returnto=Main+Page creating an account], or by sending suggestions to [mailto:cwilliford@clir.org Christa Williford] at CLIR.
Additions to this library are welcome. Readers may contribute to its development by [https://wiki.diglib.org/index.php?title=Special:CreateAccount&returnto=Main+Page creating an account], or by sending suggestions to [mailto:cwilliford@clir.org Christa Williford] at CLIR. On June 19, 2017, CLIR held an "Ask the Experts" panel with project leaders during which they discussed common issues arising for people working with collections at small and under-resourced institutions. A recording of this session is available: http://clir.adobeconnect.com/p4vpre5njea5/


== Where to begin: Basics of project planning for GLAM organizations ==
== Where to begin: Basics of project planning for GLAM organizations ==
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Additional information on the January 11, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar1 here].
Additional information on the January 11, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar1 here].


* Rough cut of the session recording: http://clir.adobeconnect.com/p1skqeqc76b/
* Rough cut of the session recording: http://clir.adobeconnect.com/p1skqeqc76b/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_slides/
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_slides/
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_transcript/
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_transcript/
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Additional information on the January 18, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar2 here].
Additional information on the January 18, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar2 here].


* Rough cut of the session recording: http://clir.adobeconnect.com/p6l7b7bu74m/
* Rough cut of the session recording: http://clir.adobeconnect.com/p6l7b7bu74m/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_slides
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_slides
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_transcript/
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_transcript/
** Chat 1, Justifying the Existence of GLAMS: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat1/
** Chat 1, Justifying the Existence of GLAMS: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat1/
** Chat 2, Not-Your-Usual Funding Sources: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat2/
** Chat 2, What would you do differently?: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat2/
** Chat 3, What would you do differently?: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat3/
** Chat 3, Not-Your-Usual Funding Sources: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat3/
* Evaluation: https://www.surveymonkey.com/r/LC5M3B5
* Evaluation: https://www.surveymonkey.com/r/LC5M3B5


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* [http://www.marac.info/assets/documents/marac_technical_leaflet_2.pdf Computing the Total Cost of Archival Processing] - A technical leaflet by Thomas Wilsted produced by the Mid-Atlantic Regional Archives Conference ([http://www.marac.info/ MARAC]), 1989.
* [http://www.marac.info/assets/documents/marac_technical_leaflet_2.pdf Computing the Total Cost of Archival Processing] - A technical leaflet by Thomas Wilsted produced by the Mid-Atlantic Regional Archives Conference ([http://www.marac.info/ MARAC]), 1989.
* [http://library.gwu.edu/collections/digitize/cost-calculator George Washington University Digitization Cost Calculator] - (unavailable)
* [http://library.gwu.edu/collections/digitize/cost-calculator George Washington University Digitization Cost Calculator] - (unavailable)
* [http://dashboard.diglib.org/ Digitization Cost Calculator] - A project of the [https://wiki.diglib.org/Assessment:Costs Digital Library Federation Assessment Interest Group’s working group on Cost Assessment] that uses community supplied data to help users estimate costs for digitization projects.
* [https://roseelr.files.wordpress.com/2014/04/cost-finding-rose.docx Cost Finding Exercise] - Word Document Download. An exercise by Elizabeth Rose completed during her masters work at Southern Connecticut State University. The exercise considers the direct and indirect costs of processing an archival collection and includes references for additional information.
* [https://roseelr.files.wordpress.com/2014/04/cost-finding-rose.docx Cost Finding Exercise] - Word Document Download. An exercise by Elizabeth Rose completed during her masters work at Southern Connecticut State University. The exercise considers the direct and indirect costs of processing an archival collection and includes references for additional information.
* [http://americanarchivist.org/doi/pdf/10.17723/aarc.58.1.h9847h1372211l75 Beneficial Shocks: The Place of Processing-Cost Analysis in Archival Administration] - Research article by Paul Ericksen and Robert Shuster from American Archivist, Winter 1995. Includes discussion of both theoretical analysis and practical application.
* [http://americanarchivist.org/doi/pdf/10.17723/aarc.58.1.h9847h1372211l75 Beneficial Shocks: The Place of Processing-Cost Analysis in Archival Administration] - Research article by Paul Ericksen and Robert Shuster from American Archivist, Winter 1995. Includes discussion of both theoretical analysis and practical application.
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* [https://www.imls.gov/grants/available/museums-america IMLS Museums for America grant] - A grant program from the Institute of Museum and Library Services (IMLS) with the goal to "strengthen the ability of an individual museum to serve its public."
* [https://www.imls.gov/grants/available/museums-america IMLS Museums for America grant] - A grant program from the Institute of Museum and Library Services (IMLS) with the goal to "strengthen the ability of an individual museum to serve its public."
* [https://www.neh.gov/grants/preservation/preservation-assistance-grants-smaller-institutions NEH Preservation Assistance Grants (PAG)] - These PAG funds help small and mid-sized institutions improve their ability to preserve and care for significant historical collections.
* [https://www.neh.gov/grants/preservation/preservation-assistance-grants-smaller-institutions NEH Preservation Assistance Grants (PAG)] - These PAG funds help small and mid-sized institutions improve their ability to preserve and care for significant historical collections.
* [https://www.neh.gov/grants/challenge/creating-humanities-communities Creating Humanities Communities] - A grant program from the NEH to help stimu,late and proliferate meaningful humanities activities in underserved areas of the United States and territories. Limited geographic regions qualify.
* [https://www.neh.gov/grants/challenge/creating-humanities-communities Creating Humanities Communities] - A grant program from the NEH to help stimulate and proliferate meaningful humanities activities in underserved areas of the United States and territories. Limited geographic regions qualify.
* [http://www.connectingtocollections.org/funding-collections-care/ Connecting to Collections Care Funding for Collections Care] - A webinar recorded November 2010 presented by Debra Hess Norris and Lee Price. The webinar page also includes related books for additional resources.
* [http://www.connectingtocollections.org/funding-collections-care/ Connecting to Collections Care Funding for Collections Care] - A webinar recorded November 2010 presented by Debra Hess Norris and Lee Price. The webinar page also includes related books for additional resources.
* [http://www.connectingtocollections.org/fundraising-for-collections-care/ Connecting to Collections Care Fundraising for Collections Care] - A webinar series recorded in 2013 with sessions on Fundamentals, Finding Support, Cultivating Donors and Members, Writing Proposals, and Creative Fundraising. The series page includes additional links to resources, slides, and sample documents.
* [http://www.connectingtocollections.org/fundraising-for-collections-care/ Connecting to Collections Care Fundraising for Collections Care] - A webinar series recorded in 2013 with sessions on Fundamentals, Finding Support, Cultivating Donors and Members, Writing Proposals, and Creative Fundraising. The series page includes additional links to resources, slides, and sample documents.
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Additional information on the January 25, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar3 here].
Additional information on the January 25, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar3 here].


* Rough cut of the session recording: http://clir.adobeconnect.com/p2vkfvzxuqr/
* Rough cut of the session recording: http://clir.adobeconnect.com/p2vkfvzxuqr/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_slides/
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_slides/
* Transcript of presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_transcript/
* Transcript of presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_transcript/
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* [http://www.connectingtocollections.org/seeding-engagement-and-cultivating-volunteers-through-crowdsourcing/ Seeding Engagement and Cultivating Volunteers through Crowdsourcing] - A Connecting to Collections Care webinar originally presented in July 2016 by Meghan Ferriter. Dr. Ferriter shares the crowdsourcing experience of the [https://transcription.si.edu/ Smithsonian Transcription Center (TC)] and how their experience can be adapted to other projects.
* [http://www.connectingtocollections.org/seeding-engagement-and-cultivating-volunteers-through-crowdsourcing/ Seeding Engagement and Cultivating Volunteers through Crowdsourcing] - A Connecting to Collections Care webinar originally presented in July 2016 by Meghan Ferriter. Dr. Ferriter shares the crowdsourcing experience of the [https://transcription.si.edu/ Smithsonian Transcription Center (TC)] and how their experience can be adapted to other projects.
* [http://www.infotoday.com/cilmag/oct14/Zastrow--Crowdsourcing-Cultural-Heritage.shtml Crowdsourcing Cultural Heritage: 'Citizen Archivists' for the future] - A 2014 article by Jan Zastrow published in Computers in Libraries (Vol. 34, No. 8, October 2014).
* [http://www.infotoday.com/cilmag/oct14/Zastrow--Crowdsourcing-Cultural-Heritage.shtml Crowdsourcing Cultural Heritage: 'Citizen Archivists' for the future] - A 2014 article by Jan Zastrow published in Computers in Libraries (Vol. 34, No. 8, October 2014).
* [http://alm.axiell.com/infographic-leveraging-volunteers-and-crowdsourcing-digitisation?utm_source=Axiell+ALM+-+Non-Customer+Newsletter&utm_campaign=6f296c7bbf-Prospect+Newsletter+February&utm_medium=email&utm_term=0_00e6b7cbf3-6f296c7bbf-143955453 Leveraging Volunteers and Crowdsourcing for Digitisation] - A February 2017 infographic that shares results of research conducted by [http://mcn.edu/ MCN] and [http://alm.axiell.com/ Axiell] involving over 100 Museums and Archives from around the world.
* Examples of Crowdsourcing volunteer projects:
* Examples of Crowdsourcing volunteer projects:
** [https://www.flickr.com/photos/8623220@N02/ Library of Congress Flickr Feed]
** [https://www.flickr.com/photos/8623220@N02/ Library of Congress Flickr Feed]
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Additional information on the February 1, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar4 here].
Additional information on the February 1, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar4 here].


Links to the webinar recording, slides, and a transcript will be posted here when available.
Webinar resources:
* Rough cut of the session recording: http://clir.adobeconnect.com/p3bvg34fflb/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_slides/
* Transcript of presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_transcript/
** Chat 1, What is cataloging? https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat1/
** Chat 2, Cataloging concerns: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat2/
** Chat 3, Legacy Data & You: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat3/
* Evaluation: https://www.surveymonkey.com/r/JT9PCKG


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=== General ===
=== General ===
* [http://firstmonday.org/article/view/1628/1543 Metadata for All: Descriptive Standards and Metadata Sharing Across Libraries, Archives, and Museums] - An article from [http://firstmonday.org/index First Monday], a peer reviewed journal on the internet, by Mary W. Elings and Gunter Waibel (Vol. 12, No. 3, 5 March 2007).
* [http://firstmonday.org/article/view/1628/1543 Metadata for All: Descriptive Standards and Metadata Sharing Across Libraries, Archives, and Museums] - An article from [http://firstmonday.org/index First Monday], a peer reviewed journal on the internet, by Mary W. Elings and Gunter Waibel (Vol. 12, No. 3, 5 March 2007).
* [http://www.alastore.ala.org/nealschuman/companionwebsite/metadata-digital-collections/ Metadata for Digital Collections: A How-to-Do-It Manual] - A 2004 book by Steven J. Miller. Link goes to a Companion Website for the manual that includes resources, chapter supplements, and additional information.
* [https://protekvaults.com/the-art-and-science-of-descriptive-metadata/ The art and science of descriptive metadata: Classifying your film archive for identification and discovery] - A general overview, with examples, of metadata by Tim Knapp of [https://protekvaults.com/ PRO-TEK Vaults]
* [http://freeyourmetadata.org/ Linked Data for Libraries, Archives, and Museums] - A book and website on getting the most from your metadata.  
* [http://freeyourmetadata.org/ Linked Data for Libraries, Archives, and Museums] - A book and website on getting the most from your metadata.  
* [https://www.clir.org/pubs/reports/spiro/spiro_Jan13.pdf Archival Management Software: A Report for the Council on Library and Information Resources] - A pdf 2009 report for the Council on Library and Information Resources ([https://www.clir.org CLIR]) by Lisa Spiro
* [https://www.clir.org/pubs/reports/spiro/spiro_Jan13.pdf Archival Management Software: A Report for the Council on Library and Information Resources] - A pdf 2009 report for the Council on Library and Information Resources ([https://www.clir.org CLIR]) by Lisa Spiro
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* [http://www.loc.gov/standards Standards at the Library of Congress] - A listing of all of the standards maintained by the Library of Congress
* [http://www.loc.gov/standards Standards at the Library of Congress] - A listing of all of the standards maintained by the Library of Congress
* [http://www.getty.edu/research/publications/electronic_publications/intrometadata/crosswalks.html Metadata Standards Crosswalk] - A useful online spreadsheet from Getty that shows how a selection of well-used metadata standards may interact with each other.
* [http://www.getty.edu/research/publications/electronic_publications/intrometadata/crosswalks.html Metadata Standards Crosswalk] - A useful online spreadsheet from Getty that shows how a selection of well-used metadata standards may interact with each other.
* [https://www.loc.gov/marc/marc2dc.html MARC to Dublin Core Crosswalk] - A detailed resource from the Library of Congress to help manage the conversion of metadata from MARC to Dublin Core. A link to the [https://www.loc.gov/marc/dccross.html Dublin Core to MARC Crosswalk] is also available on the page.
* [http://files.archivists.org/pubs/CampusCaseStudies/Case7Final.pdf Standards and Standards Development: The Development of Digital Records Conversion Process (ANSI/ARMA 6-2007)] - A 2008 Case Study from the Society of American Archivists (SAA) that addresses several critical questions about standards in archives.
* [http://files.archivists.org/pubs/CampusCaseStudies/Case7Final.pdf Standards and Standards Development: The Development of Digital Records Conversion Process (ANSI/ARMA 6-2007)] - A 2008 Case Study from the Society of American Archivists (SAA) that addresses several critical questions about standards in archives.
* [http://www.niso.org/publications/press/understanding_metadata Understanding Metadata: What is Metadata, and What is it For?: A Primer] - A 2017 update by Jenn Riley published by [http://www.niso.org/home/ NISO] Press. Link goes to a PDF version. Additional NISO press resources can be found [http://www.niso.org/publications/press/ here].


[[#toc|Table of Contents]]
[[#toc|Table of Contents]]
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* [http://www.sno.phy.queensu.ca/~phil/exiftool/ ExifTool]  
* [http://www.sno.phy.queensu.ca/~phil/exiftool/ ExifTool]  
* [https://www.avpreserve.com/tools/fixity/ Fixity]  
* [https://www.avpreserve.com/tools/fixity/ Fixity]  
* [https://github.com/LibraryOfCongress/bagger Library of Congress Bagger]  
* [https://github.com/LibraryOfCongress/bagger Library of Congress Bagger]
* [http://marcedit.reeset.net/ MarcEdit]
* [https://github.com/ISA-tools/OntoMaton OntoMaton]
* [http://ontowiki.net OntoWiki]
* [http://openrefine.org/ Open Refine]
* [http://openrefine.org/ Open Refine]
* [https://www.oxygenxml.com/ Oxygen: XML Editor]
* [https://www.oxygenxml.com/ Oxygen: XML Editor]
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* [http://alm.axiell.com/solutions Axiell Group]
* [http://alm.axiell.com/solutions Axiell Group]
* [http://www.collectiveaccess.org/ Collective Access]
* [http://www.collectiveaccess.org/ Collective Access]
** [http://collectiveaccesscommunity.org/ CollectiveAccess Community] - A collaborative, community space for those who use CollectiveAccess
* [http://www.oclc.org/contentdm.en.html CONTENTdm] - For digital objects
* [http://www.oclc.org/contentdm.en.html CONTENTdm] - For digital objects
* [http://lucidea.com/ CuadraSTAR]
* [http://lucidea.com/ CuadraSTAR]
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* [http://www.collectionspace.org/ CollectionSpace]
* [http://www.collectionspace.org/ CollectionSpace]
* [http://www.collectiveaccess.org/ Collective Access]
* [http://www.collectiveaccess.org/ Collective Access]
** [http://collectiveaccesscommunity.org/ CollectiveAccess Community] - A collaborative, community space for those who use CollectiveAccess
* [http://www.collectorsystems.com/ Collector Systems]
* [http://www.collectorsystems.com/ Collector Systems]
* [http://lucidea.com/ CuadraSTAR]
* [http://lucidea.com/ CuadraSTAR]
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Additional information on the February 8, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar5 here].
Additional information on the February 8, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar5 here].


Links to the webinar recording, slides, and a transcript will be posted here when available.
* Rough cut of the session recording: http://clir.adobeconnect.com/p93lcun8g78/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_slides
* Scenarios discussed during the session: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_scenarios/
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_transcript/
** Chat 1, Swingate Public Library: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat1/
** Chat 2, Dealing With the Past: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat2/
** Chat 3, Collecting in the Now: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat3/
** Chat 4, Access to Offensive Materials: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat4/
** Chat 5, Community Archives Project: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat5/
** Chat 6, Final Q&A: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat6/
* Evaluation: https://www.surveymonkey.com/r/LC5M3B5
 


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* [http://www2.archivists.org/groups/technical-subcommittee-on-guidelines-for-reappraisal-and-deaccessioning-ts-grd/guidelines-for-reappraisal-and-deaccession SAA Guidelines for Reappraisal and Deaccessioning] - A pdf document from the Society of American Archivists (SAA)
* [http://www2.archivists.org/groups/technical-subcommittee-on-guidelines-for-reappraisal-and-deaccessioning-ts-grd/guidelines-for-reappraisal-and-deaccession SAA Guidelines for Reappraisal and Deaccessioning] - A pdf document from the Society of American Archivists (SAA)
* [http://archive.cmsimpact.org/fair-use/best-practices/code-best-practices-fair-use-academic-and-research-libraries The Code of Best Practices in Fair Use for Academic and Research Libraries] - Can be used as a model to develop institutional policies regarding fair use and online access.
* [http://archive.cmsimpact.org/fair-use/best-practices/code-best-practices-fair-use-academic-and-research-libraries The Code of Best Practices in Fair Use for Academic and Research Libraries] - Can be used as a model to develop institutional policies regarding fair use and online access.
* [http://copyright.cornell.edu/resources/publicdomain.cfm Cornell’s Copyright Term and the Public Domain in the US] - An easy to use chart to reference when particular types of items move into the public domain. Updated annually.
* [http://copyright.cornell.edu/resources/publicdomain.cfm Cornell’s Copyright Term and the Public Domain in the US] - An easy to use chart to reference when particular types of items move into the public domain. Originally published by [http://vivo.cornell.edu/display/individual23436 Peter B. Hirtle] who has published a number of copyright resources. Updated annually.
* [http://fairuse.stanford.edu/charts-and-tools/ Copyright & Fair Use Resources from Stanford University Libraries] - A number of charts and tools discussing copyright, fair use, and best practices.
* [http://fairuse.stanford.edu/charts-and-tools/ Copyright & Fair Use Resources from Stanford University Libraries] - A number of charts and tools discussing copyright, fair use, and best practices.
* [http://fairuse.stanford.edu/overview/website-permissions/websites/ Websites: Five Ways to Stay Out of Trouble] - A resource from the Stanford University Libraries Copyright & Fair Use website dealing specifically with website usage and rights.
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - Select "Legal Issues" from the list for an extensive list of related resources.
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - Select "Legal Issues" from the list for an extensive list of related resources.
* [http://www2.archivists.org/publications/brochures/copyright-and-unpublished-material SAA’s Copyright and Unpublished Material: An introduction for Users of Archives and Manuscript Collections] - A downloadable and printable resource that answers basic questions.
* [http://www2.archivists.org/publications/brochures/copyright-and-unpublished-material SAA’s Copyright and Unpublished Material: An introduction for Users of Archives and Manuscript Collections] - A downloadable and printable resource that answers basic questions.
* [http://www2.archivists.org/groups/intellectual-property-working-group/well-intentioned-practice-for-putting-digitized-collections-of-unpublished-materials- Well-intentioned Practice for Putting Digitized Collections of Unpublished Materials Online (W-iP)] - A 2011 document developed by [http://www.oclc.org/research.html OCLC Research] and supported by the [http://www2.archivists.org/groups/intellectual-property-working-group SAA's Intellectual Property Working Group] to help move institutions forward with digitization of unpublished archival materials whose rights holders are often difficult to identify and contact.
* [http://www.nemanet.org/nemn/summer-2016/abandonned-property/# Found! Abandoned Property in the Museum] - A New England Museums Now 2016 reprint of a 2013 article from NEMA News on Legal Issues. Authored by Gilbert Whittemore and covers ten clear steps for dealing with undocumented items in collections.
* [http://www.nemanet.org/nemn/summer-2016/abandonned-property/# Found! Abandoned Property in the Museum] - A New England Museums Now 2016 reprint of a 2013 article from NEMA News on Legal Issues. Authored by Gilbert Whittemore and covers ten clear steps for dealing with undocumented items in collections.
* [http://www2.archivists.org/groups/acquisitions-appraisal-section/abandoned-property-project SAA Abandoned Property Project] - A state-by-state listing of relevant abandoned property legislation compiled by the Society of American Archivists ([http://www2.archivists.org/ SAA]) and updated as required.
* [http://www2.archivists.org/groups/acquisitions-appraisal-section/abandoned-property-project SAA Abandoned Property Project] - A state-by-state listing of relevant abandoned property legislation compiled by the Society of American Archivists ([http://www2.archivists.org/ SAA]) and updated as required.
* [http://www.ala.org/acrl/standards/security_theft ACRL/RBMS Guidelines Regarding Security and Theft in Special Collections] - Guidelines developed by the Association of College & Research Libraries ([http://www.ala.org/acrl/ ACRL]) and its Rare Books and Manuscript Section ([http://www.ala.org/acrl/aboutacrl/directoryofleadership/sections/rbms/acr-rbmec RBMS]).
* [http://www.ala.org/acrl/standards/security_theft ACRL/RBMS Guidelines Regarding Security and Theft in Special Collections] - Guidelines developed by the Association of College & Research Libraries ([http://www.ala.org/acrl/ ACRL]) and its Rare Books and Manuscript Section ([http://www.ala.org/acrl/aboutacrl/directoryofleadership/sections/rbms/acr-rbmec RBMS]).
* [http://publications.arl.org/rli279/ Research Library Issues (RLI) Special Issue on Special Collections and Archives in the Digital Age] - This June 2012 issue of RLI, published by the Association of Research Libraries ([http://www.arl.org/ ARL]), includes articles on legal matters associated with digitization, Deeds of Gifts, and copyright.
* [http://publications.arl.org/rli279/ Research Library Issues (RLI) Special Issue on Special Collections and Archives in the Digital Age] - This June 2012 issue of RLI, published by the Association of Research Libraries ([http://www.arl.org/ ARL]), includes articles on legal matters associated with digitization, Deeds of Gifts, and copyright.
* [http://www.localcontexts.org/ Local Contexts] - An initiative to support Native, First Nations, Aboriginal, and Indigenous communities in the management of their intellectual property within the digital environment by providing strategic resources and practical solutions.  
* [http://www.localcontexts.org/ Local Contexts] - An initiative to support Native, First Nations, Aboriginal, and Indigenous communities in the management of their intellectual property within the digital environment by providing strategic resources and practical solutions.
** [http://www.sfu.ca/ipinch/project-components/community-based-initiatives/special-initiative-traditional-knowledge-licensing-an/ Traditional Knowledge Licensing and Labeling Website 1.0] - A description of the creation of Traditional Knowledge (TK) that led to the development of the TK Labels shared in the Local Contexts website.  


[[#toc|Table of Contents]]
[[#toc|Table of Contents]]
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Additional information on the February 15, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar6 here].
Additional information on the February 15, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar6 here].


Links to the webinar recording, slides, and a transcript will be posted here when available.
Webinar resources:
* Rough cut of the session recording: http://clir.adobeconnect.com/p6t0282kmur/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_slides/
* Collaborative Project Template Spreadsheet (.xlsx): https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_template/
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_transcript/
** Chat 1, Signs of Trouble: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat1/
** Chat 2, Project ROI: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat2/
** Chat 3, Roadblocks: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat3/
** Chat 4, Celebration: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat4/
** Chat 5, Final Comments: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat5/
* Evaluation: https://www.surveymonkey.com/r/JXMZ36G
 
 


=== During the Project ===
=== During the Project ===
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* [http://www.ala.org/rusa/sections/rss/rsssection/rsscomm/rssresstat/prjctassmnteval Project Assessment and Evaluation] - A list of resources compiled by the Referencce and User Services Association ([http://www.ala.org/rusa/ RUSA]), a division of the American Library Association (ALA).  
* [http://www.ala.org/rusa/sections/rss/rsssection/rsscomm/rssresstat/prjctassmnteval Project Assessment and Evaluation] - A list of resources compiled by the Referencce and User Services Association ([http://www.ala.org/rusa/ RUSA]), a division of the American Library Association (ALA).  
* [https://manoa.hawaii.edu/assessment/workshops/pdf/templates_2009-12.pdf Creating an Assessment Plan & Using Assessment Templates] - A 2009 guide created by the University of Hawaii at Manoa Assessment Office.
* [https://manoa.hawaii.edu/assessment/workshops/pdf/templates_2009-12.pdf Creating an Assessment Plan & Using Assessment Templates] - A 2009 guide created by the University of Hawaii at Manoa Assessment Office.
* Tutorials for creating Gantt, PERT, and CPM charts
** [https://www.officetimeline.com/gantt-chart-excel How to make Gantt charts in Excel] - A video tutorial with Excel templates for making Gantt charts.
** [https://www.youtube.com/watch?v=oe_Uvf6p4_A Creating a Pert CPM chart using Excel] - A 2012 YouTube video tutorial by Eric Magidson.
** [https://www.youtube.com/watch?v=8NHJTRUiX6A Creating a PERT/CPM Chart using Excel 2016 and the Personal Trainer Case] - A 2016 YouTube video tutorial by Eric Magidson.
* [http://www.pmsolutions.com/audio/PM_Performance_and_Value_List_of_Measures.pdf Measures of Project Management Performance and Value: A Benchmark of Current Business Practices] - A 2005 resource from the Center for Business Practices as part of the Comprehensive List of Measures series.  
* [http://www.pmsolutions.com/audio/PM_Performance_and_Value_List_of_Measures.pdf Measures of Project Management Performance and Value: A Benchmark of Current Business Practices] - A 2005 resource from the Center for Business Practices as part of the Comprehensive List of Measures series.  
* [http://www.mclam.com/pdf/Metrics.pdf Environmental Protection: Using Metrics to Track Progress of Community Outreach Programs] - A 2004 guide published by the American Institute of Chemical Engineers to help develop metrics for understanding how well organizations are implementing programs as well as how to improve them.
* [http://www.mclam.com/pdf/Metrics.pdf Environmental Protection: Using Metrics to Track Progress of Community Outreach Programs] - A 2004 guide published by the American Institute of Chemical Engineers to help develop metrics for understanding how well organizations are implementing programs as well as how to improve them.

Revision as of 18:10, 27 June 2017

This resource library has been prepared for gallery, library, archive, and museum (GLAM) workers engaged in collection processing projects. Compiled by experts from the GLAM communities, the library is arranged to support the content of the CLIR Strategies for Advancing Hidden Collections (SAHC) webinar series. A wide range of solutions and suggestions for a variety of collecting organizations appear below; inclusion of links on this page does not necessarily represent an endorsement of an organization or a product by CLIR or any individual connected with the SAHC project.

Project Coordinator

Joy M. Banks, Consultant

Speakers

  • Angela Kipp, Collection Manager, TECHNOSEUM and Administrator, Registrar Trek
  • Rosemary Pleva Flynn, Principal Librarian, Library and Information Services Team Lead, Energy and Environmental Research Center (EERC) at the University of North Dakota
  • Sarah Leu, Project Archivist, Historical Society of Pennsylvania
  • Beth Knazook, Library Juice Academy and Queen's University
  • Jessica Bitely, Director of Preservation Services, Northeast Document Conservation Center (NEDCC)
  • Yvonne Ng, Senior Archivist, WITNESS
  • Ellen Ryan, Head of Special Collections and Archives and Assistant Professor, Idaho State University

Curriculum Committee

  • Stephanie Gaub Antequino, Memorabilia Archivist, Planet Hollywood International
  • Casey Davis, Project Manager, American Archive of Public Broadcasting
  • Tamar Evangelista-Dougherty, Consultant
  • Linda Hocking, Curator of Library and Archives, Litchfield Historical Society
  • Daniel Johnson, Digital Preservation Librarian, University of Iowa
  • Holly Mengel, Manuscripts Cataloging Librarian, University of Pennsylvania
  • Matthew Peek, Military Collections Archivist, State Archives of North Carolina
  • Kelly Revak, Processing Archivist, Library of Congress

Additions to this library are welcome. Readers may contribute to its development by creating an account, or by sending suggestions to Christa Williford at CLIR. On June 19, 2017, CLIR held an "Ask the Experts" panel with project leaders during which they discussed common issues arising for people working with collections at small and under-resourced institutions. A recording of this session is available: http://clir.adobeconnect.com/p4vpre5njea5/

Where to begin: Basics of project planning for GLAM organizations

The resources in this section will help lay the foundation for successful project planning and management.

Additional information on the January 11, 2017 webinar can be found here.


Participants and viewers of the recording are encouraged to offer feedback through this evaluation: https://www.surveymonkey.com/r/L9CYDRQ.

Jump to: General | Selecting the best collection management system | Collection Prioritization & Assessment | Workflow | Project Management Tools

General

Table of Contents

Selecting the best collection management system

Note: Some of these resources may be dated but can still contain useful information. SEE ALSO Collection access: Describing, cataloging, and processing with the future in mind

For all institution types

For Museums

For Libraries

  • The Small Libraries Manager's Handbook, edited by Alice Graves. Includes several chapters on system selection.

For Archives

Table of Contents

Collection Prioritization & Assessment

Table of Contents

Workflow

Table of Contents

Project Management Tools

Table of Contents

Building resources and relationships: Determining what and who you need

The resources in this section will help guide project managers through the process of estimating project costs, communicating costs with others, and building relationships for support.

Additional information on the January 18, 2017 webinar can be found here.


Jump to: General | Buy-in from Board of Directors, Community, Volunteers | Calculating processing time, staff time, and estimating supply costs | Communicating to people who need to approve the project | Funding Sources and Grant Writing

General

Table of Contents

Buy-in from Board of Directors, Community, Volunteers

Table of Contents

Calculating processing time, staff time, and estimating supply costs

Table of Contents

Communicating to people who need to approve the project

Table of Contents

Funding Sources and Grant Writing

Table of Contents

Making the most of people: Recruitment, retention, and recognition

The resources in this section consider how volunteers, interns, and staff fit into the project picture.

Additional information on the January 25, 2017 webinar can be found here.


Jump to: Teens and Student Workers | Volunteers and Staff | Celebrating Success | Ethics of Hiring

Teens and Student Workers

Table of Contents

Volunteers and Staff


Table of Contents

Celebrating Success

Table of Contents

Ethics of Hiring

Table of Contents

Collection access: Describing, cataloging, and processing with the future in mind

The resources available in this section try to provide guidance on the sometimes complicated world of description and processing. We understand that while GLAM organizations have many things in common, processing is often handled differently depending on the field. As we learn to work together, we hope that exploring best practices from different areas will help us move towards greater interoperability in the future.

Additional information on the February 1, 2017 webinar can be found here.

Webinar resources:

Jump to: Communities | General | Institutional Ethics | Cataloging and Metadata Standards | Data Management Tools | Collection Management Systems | Controlled Vocabularies and Thesauri | Tutorials and Online Learning

Communities

  • AutoCat - A general cataloging listserv, primarily for libraries but open to everyone.
  • OCLCCAT - An OCLC sponsored cataloging listserv open to everyone.
  • Metadata Support Group - A Slack forum sponsored by the Digital Library Federation (DLF). Requires registration and a Slack account but not membership in DLF.
  • SAA Lone Arrangers listserv - Hosted by the Society of American Archivists (SAA) and open to members and non-members.
  • AASLH Nomenclature Community - A space for those using or interested in using the Nomenclature 4.0 resource from the American Association for State and Local History (AASLH).
  • Connecting to Collections Care Forum - A space to ask questions about collections care and receive answers from peers and forum monitors. Requires registration for participation.

Table of Contents

General

Table of Contents

Institutional Ethics

SEE ALSO Ethics and Social Justice

Table of Contents

Cataloging and Metadata Standards

The resources listed below may require registration or subscription for access. While some are freely available online, others are fee-based.

Jump to: General | Description Standards | Encoding Standards

General

Table of Contents

Description Standards

  • RDA: Resource Description and Access - Cataloging standard that replaced AACR2 and RDA is based on the FRBR (Functional Requirements for Bibliographic Records) and FRAD (Functional Requirements for Authority Data) concept models
  • AACR2: Anglo-American Cataloging Rules - Standards to build catalogs in general libraries of all sizes. No longer being updated. Replaced by RDA. Still valid and used by some smaller organizations.
  • Describing Archives: A Content Standard (DACS), Second Edition - An output-neutral set of rules for describing archives, personal papers, and manuscript collections that can be used with any encoding standard including MARC21, EAD, and EAC.
  • Standards for Archival Description: A Handbook - 1994 Handbook of the Society of American Archivists (SAA) describing technical standards, conventions, and guidelines used by archivists to describe holdings and repositories.
  • SNAC: Social Networks and Archival Context - A cooperative in development to create a more collaborative environment for discovering records related to historical persons.
  • PREMIS: Preservation Metadata: Implementation Strategies - A data dictionary developed as the international standard for metadata to support the preservation of digital objects and ensure their long-term usability.
  • PBCORE: Public Broadcasting Metadata Dictionary Project - An XML metadata schema designed for sound and moving images that is both a content and data standard.
  • The Small Museums Cataguing Manual: A guide to cataloguing object and image collections - 4th edition of the guide (2009) published by Museums Australia (Victoria)
  • NPS Museum Handbook, Part II: Museum Records - A publication of the National Parks Service, downloadable as a pdf file.
  • The FIAF Moving Image Cataloguing Manual - Published by the International Federation of Film Archives (FIAF) Cataloguing and Documentation Commission. Available for free as a pdf download
  • Cataloging Cultural Objects: A Guide to Describing Cultural Works and Their Images - A data content standard for the cultural heritage community sponsored by the Visual Resources Association Foundation (VRAF)

Table of Contents

Encoding Standards

Table of Contents

Data Management Tools

Table of Contents

Collection Management Systems

The below systems are not an endorsement of the product by CLIR, just suggestions to highlight the range of systems available. This is not a comprehensive list of all systems available. We tried to include low cost and/or open source system options when possible.

Jump to: How to choose | Gallery | Library | Archive | Museum | Online Exhibits

How to choose

SEE ALSO: 1.2 Selecting the Best Content Management System

Table of Contents

Gallery

Table of Contents

Library

Table of Contents

Archive


Table of Contents

Museum

Table of Contents

Online Exhibits

Table of Contents

Controlled Vocabularies and Thesauri

Table of Contents

Tutorials and Online Learning

There are many options for online learning. The following list is a sampling of free or low cost options to enhance understanding of cataloging and processing techniques.

Table of Contents

Overcoming project hurdles: Approaches to identifying and managing collection red flags

The resources included in this section are presented to help organizations deal with areas in collections that may present problems and give managers the confidence to move forward with processing.

Additional information on the February 8, 2017 webinar can be found here.


Jump to: Creating Policies for Collection Building | Rights, Copyright, and Legal Dilemmas | Ethics and Social Justice | Hazardous Materials | Culturally Sensitive and Tough Topic Collections | Sample Projects and Collections


Creating Policies for Collection Building

SEE ALSO Developing and Evaluating Institutional Documentation

Table of Contents

Rights, Copyright, and Legal Dilemmas

Resources included are for reference only and do not represent legal advice. Most apply only to U.S. law; other countries may have different rules and guidelines.

Table of Contents

Ethics and Social Justice

SEE ALSO Institutional Ethics

Table of Contents

Hazardous Materials


Table of Contents

Culturally Sensitive and Tough Topic Collections

Table of Contents

Sample Projects and Collections

  • Documenting the Now - A collaborative project that aims to respect both the content creator and the potential researcher and seeks to find a user-friendly means of collecting and preserving the digital content of social media.
  • South Asian American Digital Archive (SAADA) - An independant, national, non-profit organization working to document, preserve, and share stories representing the voices of South Asian Americans.
  • Human Rights Documentation Initiative (HRDI) - A long-term preservation effort by the University of Texas Libraries to capture fragile and vulnerable records of human rights struggles worldwide, promote them, and make them accessible for research.
  • XFR Collective - A non-profit organization partnering with many to preserve at-risk audiovisual media by providing low-cost digitization services.
  • Moving Image Preservation of Puget Sound (MiPoPs) - A non-profit organization helping to preserve our cultureal heritage by assisting archives, libraries, and other organizations with the conversion of analog video recordings to digital formats according to archival best practices.
  • The Memory Lab at DC Public Library - A service provided to the DC public that allows for personal preservation of AV materials. A model that other organizations can follow.

Table of Contents

Closing the loop: Project assessment and leveraging goals for future planning

The resources included in this section provide additional information for all other topics and help provide support for sustaining and moving projects into the future.

Additional information on the February 15, 2017 webinar can be found here.

Webinar resources:


During the Project

Table of Contents

Project Evaluation and Assessment


Table of Contents

Future Project Planning

Table of Contents

Developing and Evaluating Institutional Documentation

SEE ALSO Creating Policies for Collection Building

Table of Contents