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When and Where
  • 1/27/2020 9:00 AM CST
  • 1/28/2020 5:00 PM CST
  • 12/28/2019 12:00 PM CST
  • The Church History Library
  • Salt Lake City
  • UT
  • Carol Kussmann
  • Daniel Noonan

This content was previously offered as two discrete one-day courses, part 1 and part 2. The instructors have revised this course to run as a cohesive two-day offering in 2019.

This two-day course introduces you to foundational and advanced processing strategies that are applicable to born-digital and hybrid (i.e., mixed analog and digital) records, with an emphasis on basic concepts that archivists use to establish descriptive control over digital content and hands-on work. You’ll learn about standards and tools that can be used to implement an integrated processing strategy, as well as use a variety of software tools to establish descriptive control over digital archives. 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 Day 1 of instructor-led exercises, you’ll arrange and describe some digital records in ways that maintain integrity and authenticity. In the morning, you’ll review the unique processing challenges posed by digital records before undertaking a detailed discussion on how standards, protocols, and best practices can help you address those challenges. In the afternoon, you will explore the applicability of Describing Archives: A Content Standard (DACS) to digital records and manuscripts. The instructor will demonstrate the use of basic tools that implement descriptive standards and best practices, leading you in a processing exercise that results in the generation of an archival information packet for some relatively homogeneous records. The day will conclude with a discussion of lessons learned and next steps to be taken, considering individual repository needs.

Day 2 includes using a variety of software tools to establish descriptive control over digital archives, focusing on arrangement and description at the collection and series levels. 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 course by discussing factors to be considered when selecting tools and developing processing services, considering repository needs, resources, and capabilities.

Previously titled Arrangement and Description of Electronic Records: Part I & 2

Upon completion of this course, you'll be able to:

  • List the major processing challenges posed by digital records
  • Suggest strategies to mitigate them
  • Identify the elements of an integrated arrangement and descriptive program for digital materials
  • Describe the major standards supporting descriptive systems for digital materials
  • Identify basic tools that will help you to arrange and describe born–digital records
  • Use standards and tools that support an integrated processing workflow for digital materials
  • Evaluate and use software to process digital 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 digital records

What Should You Know: Registrants should have basic knowledge about digital preservation strategies. This course builds on others, such as Basics of Managing Digital Records and Digital Records: The Next Step.

DAS Core Competency:

  • #1: Explain the nature of digital records and their lifecycle
  • #3: Formulate strategies and tactics for appraising, acquiring, describing, managing, organizing, preserving, and delivering digital archives
  • #4: Incorporate technologies throughout the archival lifecycle

If you intend to pursue the DAS Certificate, you will need to pass the examination for these courses.

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.

If you intend to pursue the A&D Certificate, you will need to pass the examination for this course.

Attendance is limited to 35.


When participants were asked “what aspect of the workshop methods/materials was most valuable to you?” responses included:

  • “This course did an outstanding job of organizing and pulling together many separate pieces that are discussed/written about. It proposes how they can work together, in what sequence. It really showed me the big picture. It was also very practical, here is how you can accomplish the “theory”. The tools were very helpful, just didn't have enough time to go through them all. Of all the DAS courses I've taken, this is the single one I would make mandatory. It pulls many of them together.”
  • “I thought the broad overview of concepts and theory was very good as well as the accessioning side of the process. It gave a good picture of why we should do preservation metadata; the OAIS repository structure and practical examples of its components; and easy ways to implement an acceptable workflow cheaply.”
  • “Seeing the AIP suggested template was most helpful--made tangible many of the OAIS concepts that we had been learning about in previous classes. I also appreciated the time we had to try out the different tools to see which would work best for our own workflows.”
  • “This course was a great introduction to various tools. I really benefited from the description of the SIP & AIP process with a correlation to existing tools for accomplishing the work.”