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Introduction


Initiate project


Records Management

Digitization project proposals are University records classified and managed as part of the AD60 Projects record series.

  1. Identify audiovisual material that requires digitization for access and preservation. 

  2. Consult with immediate supervisor for preliminary assessment. 

  3. If preliminary authorization is granted, complete a digitization project proposal. If the digitization is part of a larger digital initiatives project, also complete the Libraries' digital initiatives project proposal

  4. Share proposals with immediate supervisor for review, revision, and approval.

  5. Consult the Digitization Coordinator for guidance.

  6. Submit completed project proposal to appropriate member of the Libraries' Senior Management Team. 

  7. If project is authorized, proceed to next steps.

Store and share project documents in accordance with DalCLASS


  1. Determine approved locations to store electronic and physical records produced during the course of the audiovisual digitization project. 

    1. External digitization projects produce records that fall into a variety of DalCLASS record series:

      1. AD60 Projects
      2. FN12 Accounts Payable
      3. FN13 Accounts Receivable
      4. FN50 Procurement
      5. IM 31 Collections Management
      6. IM 32 User Support

    2. Digitization projects may also relate to research grants and produce records in other DalCLASS record series, for example:

      1. FN14 Reseach Accounting
      2. RS11 Research Grants and Awards - External

  2. Store project files in accordance with DalCLASS.

  3. Consult the Records Manager for guidance on the creation, organization, and disposition of University administrative records created during digitization projects.




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