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Institutional Policy Worksheets

Digitization Program Planning

In this section is a list of areas that a digitization program manager may need to make institutional policies for. It is left blank so it can be filled in as part of the planning stages of a digitization program, or as part of a revamp of an existing program. The particulars of each list item are not discussed in the checklist, but can be found in discussions elsewhere in this document. Consultation within an institution is often required, as many of these policies have impacts well outside the digitization team.

Please print the below sheets to help manage your Digitization Program:

Material Handling

Handling ProcedureCollections AllowedCollections DisallowedNotes / Limits
Gloved Hands
Ungloved Hands
Vacuum Tables
Contact Scanning – PSI Limited

(aka PSI Controlled Contact)

Contact Scanning – No PSI Limit

(aka Uncontrolled Contact)

Contact Scanning – Restraining Belt
Contact Scanning – Restraining Bar
Bound Material – Disbind
Bound Material – Open 180 degrees
Bound Material – Open 100 degree
Exposure to Daylite (5 min)
Exposure to Daylite (30 min)
Exposure to Low Heat
Exposure to High Heat

Imaging Quality Guidelines

Quality LevelMetrics Used (circle one)Relevant CollectionsExceptions & Notes
PreservationFADGI 4
METAMORFOZE Strict
Below PreservationFADGI 3

FADGI 2

FADGI 1
METAMORFOZE Strict

METAMORFOZE Light

METAMORFOZE Extra-Light

PDO Checklist

The Digital Object…Circle One
has been validated (by e.g. Golden Thread) to contain FADGI 4-Star Image Quality   Yes   /   No
has been validated (by e.g. JHOVE) to contain well-formed and valid data in a format widely acknowledged as preservation friendly (e.g. TIFF)   Yes   /   No
has metadata to accurately link to the real world object it represents   Yes   /   No
has metadata to aid in the discovery of the digital object within the collection   Yes   /   No
has metadata to provide sufficient context to aid the understanding of the object it describes   Yes   /   No

Roles

Role Name

Per this Document

Role

Alternative Terms

Individuals Assigned to These Roles
Project ManagerProgram Administrator
Technical ManagerLead Technician

Technical Lead

Technical Planner

TechnicianHigh-Level User

Power User

Skilled Operator

OperatorStudent Worker

Temp Labor

Volunteers

AssistantsRunner

Production Assistant

Extra set of Hands

Collection Prioritization, ROI Assignment

Collection 1Collection 2Collection 3Collection 4Collection 5
Collection Name
V

A

L

U

E

Uniqueness
Research Value
Provenance

Donor Value

Obligation

Copyright Status

Use Allowances

Public Value
Relevance to Core Mission
Temporal Relevance
Political Factors
Current Physical State, Risk of Degradation
I

N

V

E

S

T

M

E

N

T

Material Handling

Restrictions

Location of Collection
Suitability to Today’s Digitization Technology
Current State of Preparedness
Return on Investment
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