B. Project Planning

Project planning should take a number of elements into consideration. The purpose or goal of the final collection should inform any decisions made during the planning phase i.e. are you digitizing materials for shorter term use (access) or longer term use (preservation)?

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Figure 1. This chart provides three dimensions that inform strategic planning decisions: Scale; Usage; and Audience.


  1. Adapted from a flow chart in “Digitization Guidelines” from UMass Amherst Library’s Digital Initiatives: http://www.library.umass.edu/assets/aboutus/attachments/UMass-Amherst-Libraries-Best-Practice-Guidelines-for-Digitization-20110523-templated.pdf


  • B1. Coordination, Financial, Human Resource and Technological Considerations
  • B2. Selection of Materials
  • B3. Ownership, Control, Access and Possession (OCAP)
  • B4. Research and Information Protocols Template
  • B5. Naming Conventions
  • B6. Checklist of criteria
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