Introduction

The following table outlines the basic steps to build a web archive collection in Archive-It. See the Archive-It User Guide and Archive-It Video Curriculum for more information.

Step Number	Description	Documentation
1	Log into Archive-It	https://support.archive-it.org/hc/en-us/articles/207999976-Set-up-and-administer-your-account#Howtologintothewebapplication
2	Create a collection	https://support.archive-it.org/hc/en-us/articles/207999936-How-to-create-a-collection
3	Add seeds to collection	https://support.archive-it.org/hc/en-us/articles/207999936-How-to-create-a-collection https://support.archive-it.org/hc/en-us/articles/208331753-How-to-select-seeds- https://support.archive-it.org/hc/en-us/articles/208332843-How-to-assign-and-edit-a-seed-type-
4	Add new seeds to an existing collection	https://support.archive-it.org/hc/en-us/articles/208331753-How-to-select-seeds-#How-to-add-new-seeds-to-an-existing-collection
5	Add collection-level metadata	https://support.archive-it.org/hc/en-us/articles/208332603-Add-edit-and-manage-your-metadata
6	Upload image to represent collection	https://support.archive-it.org/hc/en-us/articles/207999936-How-to-create-a-collection
7	Modify crawl scope at collection-level and/or seed-level (see examples at end of table)	Seed-level scoping vs collection-level scoping: https://support.archive-it.org/hc/en-us/articles/208333803-Seed-level-scoping-vs-collection-level-scoping-What-s-the-difference- How to modify your collection's crawl scope: https://support.archive-it.org/hc/en-us/articles/208001046-How-to-modify-your-collection-s-crawl-scope Getting started with pre-crawl scoping (video tutorial): https://support.archive-it.org/hc/en-us/articles/216489103-Archive-It-Video-Curriculum-#gettingstartedPreCrawl PDF only crawl (video tutorial): https://support.archive-it.org/hc/en-us/articles/216489103-Archive-It-Video-Curriculum-#gettingstartedPDFonly
8	Run test crawl	https://support.archive-it.org/hc/en-us/articles/208001226-Run-monitor-and-save-a-test-crawl https://support.archive-it.org/hc/en-us/articles/216489103-Archive-It-Video-Curriculum-#gettingstartedTest
9	Perform quality assurance (QA)	https://support.archive-it.org/hc/en-us/articles/208333833-How-to-perform-quality-assurance-QA-and-using-Wayback-QA
10	Read test crawl report	https://support.archive-it.org/hc/en-us/articles/208002126-How-to-read-your-crawl-s-report https://support.archive-it.org/hc/en-us/articles/216489103-Archive-It-Video-Curriculum-#postcrawl
11	Modify collection crawl scope, if necessary	https://support.archive-it.org/hc/en-us/articles/208333803-Seed-level-scoping-vs-collection-level-scoping-What-s-the-difference- https://support.archive-it.org/hc/en-us/articles/208001046-How-to-modify-your-collection-s-crawl-scope https://support.archive-it.org/hc/en-us/articles/208333823-Modify-scope-and-run-patch-crawls-from-your-report
12	Run second test crawl	https://support.archive-it.org/hc/en-us/articles/208001226-Run-monitor-and-save-a-test-crawl
13	Perform QA, read test crawl report, modify crawl scope until satisfied with results of test crawl	Quality assurance overview: https://support.archive-it.org/hc/en-us/articles/208333833-Quality-Assurance-Overview Post crawl analysis (video tutorials): https://support.archive-it.org/hc/en-us/articles/216489103-Archive-It-Video-Curriculum-#postcrawl How to use the Wayback QA tool: https://support.archive-it.org/hc/en-us/articles/115004144786-How-to-use-the-Wayback-QA-Tool Access to your archives in "proxy mode":https://support.archive-it.org/hc/en-us/articles/208002206-Access-to-your-archives-in-Proxy-Mode-
14	Save test crawl data	https://support.archive-it.org/hc/en-us/articles/208001226-Run-monitor-and-save-a-test-crawl#Howtorunmonitorandsaveatestcrawl-Howtosaveordiscardtestcrawldata
15	Add seed-level metadata	See guidelines on seed-level metadata. Also review official Archive-It Help Center pages: https://support.archive-it.org/hc/en-us/articles/208332603-Add-edit-and-manage-your-metadata https://support.archive-it.org/hc/en-us/articles/360014464192-Add-and-Edit-Seed-Level-Metadata- https://support.archive-it.org/hc/en-us/articles/208012996-Upload-and-download-metadata
16	Add document-level metadata (if necessary)	https://support.archive-it.org/hc/en-us/articles/208012676-How-to-add-and-edit-metadata-at-the-document-level
17	Enable OAI-PMH	https://support.archive-it.org/hc/en-us/articles/210510506-Access-web-archives-with-the-OAI-PMH-metadata-feed
18	Make collection “public”	https://support.archive-it.org/hc/en-us/articles/208334003-Controlling-access-to-your-web-archives-#Howtorestrictaccesstoyourwebarchives-Howtomakeanentirecollectionprivateorpublic
19	Confirm crawl frequency settings	https://support.archive-it.org/hc/en-us/articles/208333013-Schedule-crawls
20	Log out of Archive-It

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