Arrangement and Description of Electronic Records: Part II

Certificate Eligibility: 
Certificate Eligibility: 
0.75 CEUs, 5 ARCs
1 day
Max Attendees: 
Tactical & Strategic

This one-day course introduces advanced processing strategies that are applicable to born-digital and hybrid (i.e., mixed analog and digital) records, with an emphasis on hands-on work. We’ll use a variety of software tools to establish descriptive control over digital archives, focusing on arrangement and description at the collection and series levels. The instructor will demonstrate specific techniques, and you’ll practice them on a sample a set of sample records and/or materials supplied by your repository. A laptop with wireless connectivity is required to participate in this course, and you must have the ability to install, configure, and use open-source software on that laptop.


In the morning, we’ll review the functional requirements that must be met by a program to arrange and describe heterogeneous digital materials, focusing on the implications that the OAIS Reference Model and DACS have regarding archival processing workflows. Then we’ll use open-source tools to process digital records at the collection level. In the afternoon, we’ll undertake additional processing exercises, focusing on control at the series and file levels, resulting in the production of descriptive, structural, and preservation metadata that is stored in an archival information packet. We’ll conclude the workshop by discussing factors to be considered when selecting tools and developing processing services, considering repository needs, resources, and capabilities.

Learning Outcomes: 
Use standards and tools that support an integrated processing workflow for digital materials
Evaluate and use software to process electronic records in a way that preserves their identity, significant characteristics, evidential value, and utility
Make implementation decisions in order to develop a processing workflow that is suitable for your repository
Who Should Attend?: 

Repository managers, archivists, practitioners, and anyone responsible for the arrangement and description of electronic records

What You Should Already Know: 

Students should have taken and/or passed the exam for Arrangement and Description of Electronic Records: Part I

DAS Core Competency: 
4. Integrate technologies, tools, software, and media within existing functions for appraising, capturing, preserving, and providing access to digital collections.
5. Plan for the integration of new tools or successive generations of emerging technologies, software, and media.
6. Curate, store, and retrieve original masters and access copies of digital archives.
A&D Core Competency: 
1. Arrangement: Understand the process of organizing materials with respect to their provenance and original order to protect their context and facilitate access.
2. Description: Analyze and describe details about the attributes of a record or collection of records to facilitate identification, management, and understanding of the work.
3. Descriptive Standards: Apply rules and practices that codify the content of information used to represent archival materials in discovery tools according to published structural guidelines.
4. Management: Demonstrate ability to manage physical and intellectual control over archival materials.
5. Discovery: Create tools to facilitate access and disseminate descriptive records of archival materials.
6. Ethics: Convey transparency of actions taken during arrangement and description and respect privacy, confidentiality, and cultural sensitivity of archival materials.
7. Risk Management: Analyze threats and implement measures to minimize ethical and institutional risks.
“Scaling a workflow to a small repository. Practical solutions for those with little funding or IT support.”
“The discussion of what constitutes acceptable & sufficient preservation meta-data was particularly helpful and how it should be part of a larger AIP. The extension of this larger concept to include specific tools & resources to be applied during processing & arrangement was excellent." — Megan Shoemaker
“The hands-on exercises were a great idea. They were well defined, well structured & helpful!” — Justin Otto
Co-Sponsor Provides: 
  • Classroom: 6-foot tables with two chairs each or 8-foot tables with three chairs each
  • LCD projector with VGA connection
  • Projection screen
  • Flip chart with markers or a whiteboard with erasable markers and an eraser
  • Wireless Internet access
  • Coffee/tea/water for morning break
  • Water/assorted soft drinks for afternoon break