digitisation guide 120223 - atlas of living australia

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Guidance

Digitisation: A strategic approach

for natural history collections

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Contents

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1

Glossary !"#$%&'#()*''+,-.#/01234#&"5&6+$7'#$%+$#$%7#578&"&$&*"#&'#9+'75#*"#$%+$#(&:7"#&"#!"#$%&!'(')'*+)',-&,.&#/0')+(/&$+)/0'+1*#;<787,7"67#=>?@#

ABCD A667''#$*#B&*)*(&6+)#C*))76$&*"'#0+$+@#A#5+$+#'6%7D+#57:7)*E75#9-#F0GH#8*,#+667''&"(#+"5#'%+,&"(#9&*5&:7,'&$-#5+$+@##

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Atlas A$)+'#*8#N&:&"(#AI'$,+)&+#

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CMS C*))76$&*"#3+"+(7D7"$#M-'$7D@#A"#&"8*,D+$&*"#'-'$7D#;I'I+))-#6*DEI$7,K9+'75?#57'&("75#$*#D+"+(7#*9L76$'#&"#+#6*))76$&*".#+)*"(#P&$%#$%7&,#D7$+5+$+.#DI)$&D75&+#+"5#*$%7,#,7)7:+"$#&"8*,D+$&*"@#


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compression A"#+)(*,&$%D#+EE)&75#$*#+#5&(&$+)#8&)7#$*#,75I67#&$'#'&]7@#A)(*,&$%D'#D+-#,75I67#$%7#57$+&)#*8#$%7#*,&(&"+)#8&)7^)*''-#6*DE,7''&*"^*,#,7$+&"#$%7#57$+&)^)*'')7''#6*DE,7''&*"@#;0123?#

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M77#<+*)/0&.'1/.#?,<=0/**',-&

digital asset A#5&(&$+)#,7E,7'7"$+$&*"#*8#+"#*9L76$#$%+$#&'#D+"+(75#+'#+"#+''7$\#7O&'$'#+'#+#5&(&$+)#8&)7@#

digital SLR A#5&(&$+)#'&"()7#)7"'#,78)7O#6+D7,+#$%+$#+))*P'#$%7#I'7,#$*#:&7P#+#'67"7#$%,*I(%#$%7#$+S&"(#)7"'#,+$%7,#$%+"#$%,*I(%#+#:&7P8&"57,@#

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.dng A#5&(&$+)#&D+(7#8&)7#&"#0&(&$+)#a7(+$&:7#;0aH?#8*,D+$.#+"#*E7"#,+P#&D+(7#8*,D+$#*P"75#9-#A5*97#I'75#8*,#5&(&$+)#E%*$*(,+E%-@#!$#&'#9+'75#*"#$%7#F![[bcd#'$+"5+,5#8*,D+$#+"5#D+"5+$7'#'&("&8&6+"$#I'7#*8#D7$+5+$+@#;7"@P&S&E75&+@*,(bP&S&b@5"(?#

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Dublin Core A#D7$+5+$+#'$+"5+,5#8*,#57'6,&9&"(#5&(&$+)#+''7$'@#

2//&5@F1'-?,0/4,0(6&


3

DwC 0+,P&"#C*,7@#A#'$+"5+,5#57:7)*E75#9-#F0GH#8*,#'%+,&"(#D7$+5+$+#+9*I$#'E76&7'#*9'7,:+$&*"'#+"5#'E76&D7"'@#

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ftp [&)7#F,+"'87,#d,*$*6*)@#A#'$+"5+,5#"7$P*,S#E,*$*6*)#I'75#$*#$,+"'87,#8&)7'#8,*D#*"7#%*'$#$*#+"*$%7,#%*'$#*:7,#+#FCdK9+'75#"7$P*,S.#'I6%#+'#$%7#!"$7,"7$@#;7"@P&S&E75&+@*,(bP&S&b[$E?#

GBIF H)*9+)#B&*5&:7,'&$-#!"8*,D+$&*"#[+6&)&$-@#A#()*9+)#"7$P*,S#*8#UY#6*I"$,&7'#+"5#XY#*,(+"&'+$&*"'.#HB![#E,*D*$7'#+"5#8+6&)&$+$7'#$%7#D*9&)&'+$&*".#+667''.#5&'6*:7,-#+"5#I'7#*8#&"8*,D+$&*"#+9*I$#$%7#*66I,,7"67#*8#*,(+"&'D'#*:7,#$&D7#+"5#+6,*''#$%7#E)+"7$@##

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HISPID 27,9+,&ID#!"8*,D+$&*"#M$+"5+,5'#+"5#d,*$*6*)'#8*,#!"$7,6%+"(7#*8#0+$+@#A#8&)7#8*,D+$#57'&("75#$*#+))*P#$%7#'$*,+(7#+"5#$,+"'D&''&*"#*8#%7,9+,&ID#E)+"$#'E76&D7"#5+$+@#

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HTTP 2-E7,$7O$#F,+"'87,#d,*$*6*)@#A"#+EE)&6+$&*"#E,*$*6*)#8*,#5&'$,&9I$75.#6*))+9*,+$&:7.#%-E7,D75&+#&"8*,D+$&*"#'-'$7D'@#2FFd#&'#$%7#8*I"5+$&*"#*8#5+$+#6*DDI"&6+$&*"#8*,#$%7#G*,)5#G&57#G79@#;7"@P&S&E75&+@*,(bP&S&b2$$E?#

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JPEG A#5&(&$+)#&D+(7#8&)7#&"#edcH#8*,D+$@#edcH#'#+#6*DD*")-#I'75#D7$%*5#*8#)*''-#6*DE,7''&*"#8*,#5&(&$+)#E%*$*(,+E%-#;&D+(7?@#F%7#57(,77#*8#6*DE,7''&*"#6+"#97#+5LI'$75.#+))*P&"(#+#'7)76$+9)7#$,+57#*88#97$P77"#'$*,+(7#'&]7#+"5#&D+(7#JI+)&$-@#edcH#$-E&6+))-#+6%&7:7'#>Z_>#6*DE,7''&*"#P&$%#)&$$)7#E7,67E$&9)7#)*''#&"#&D+(7#JI+)&$-@#;7"@P&S&E75&+@*,(bP&S&beE(?#

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migration d,7'7,:+$&*"#*8#$%7#&"$7(,&$-#*8#+#5&(&$+)#8&)7#9-#$,+"'87,,&"(#&$#+6,*''#%+,5P+,7#+"5#'*8$P+,7#6*"8&(I,+$&*"'#+"5#+6,*''#'I9'7JI7"$#(7"7,+$&*"'#*8#6*DEI$7,#$76%"*)*(-#$*#7"'I,7#$%7#8&)74'#6*"$&"I&"(#+:+&)+9&)&$-#+"5#+667''&9&)&$-@#;0123?#

#


4

MP3 3dcHK>#*,#3dcHK=#AI5&*#N+-7,#!!!.#D*,7#6*DD*")-#,787,,75#$*#+'#DEW.#&'#+#E+$7"$75#5&(&$+)#+I5&*#7"6*5&"(#8*,D+$#I'&"(#+#8*,D#*8#)*''-#5+$+#6*DE,7''&*"@#!$#&'#+#6*DD*"#+I5&*#8*,D+$#8*,#6*"'ID7,#+I5&*#'$*,+(7.#+'#P7))#+'#+#57#8+6$*#'$+"5+,5#*8#5&(&$+)#+I5&*#6*DE,7''&*"#8*,#$%7#$,+"'87,#+"5#E)+-9+6S#*8#DI'&6#*"#5&(&$+)#+I5&*#E)+-7,'@#;7"@P&S&E75&+@*,(bP&S&b3EW?#

MP4 3dcHKX#d+,$#>X#*,#3dX#;8*,D+))-#!M1b!cC#>XXfVK>X_=ZZW?#&'#+#DI)$&D75&+#6*"$+&"7,#8*,D+$#'$+"5+,5#'E76&8&75#+'#+#E+,$#*8#3dcHKX@#!$#&'#D*'$#6*DD*")-#I'75#$*#'$*,7#5&(&$+)#:&57*#+"5#5&(&$+)#+I5&*#'$,7+D'.#7'E76&+))-#$%*'7#578&"75#9-#3dcH.#9I$#6+"#+)'*#97#I'75#$*#'$*,7#*$%7,#5+$+#'I6%#+'#'I9$&$)7'#+"5#'$&))#&D+(7'@#;7"@P&S&E75&+@*,(bP&S&b3EX?#

OCR 1E$&6+)#C%+,+6$7,#<76*("&$&*".#$%7#E,*67''#*8#6*":7,$&"(#+"#&D+(7#*8#+#$7O$#5*6ID7"$#&"$*#+#6*DEI$7,#,7+5+9)7#$7O$#8&)7@#

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5

RGB <75.#(,77".#9)I7@#A"#+55&$&:7#6*)*I,#D*57)#&"#P%&6%#,75.#(,77".#+"5#9)I7#)&(%$#&'#6*D9&"75#$*#6,7+$7#6*)*I,'.#6*D9&"&"(#8I))#&"$7"'&$&7'#*8#+))#$%,77#$*#D+S7#P%&$7@#0&(&$+)#6+D7,+'.#'6+""7,'#+"5#D*"&$*,'#I'7#<HB#$*#,76*,5#+"5#5&'E)+-#6*)*I,'@#;0123?#

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6

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7

About the guidance

Introduction A))#"+$I,+)#%&'$*,-#6*))76$&*"'#7"(+(7#&"#5&(&$&'+$&*"_#$%7-#5+$+9+'7#'E76&D7"'.#&D+(7#'E76&D7"'#8*,#EI9)&6+$&*"#+"5#,7'7+,6%.#+"5#'%+,7#;5&(&$+)?#&"8*,D+$&*"@#0&(&$&'+$&*"#&'#8&,D)-#E+,$#*8#$%7&,#+6$&:&$&7'@#`"8*,$I"+$7)-.#D*'$#5&(&$&'+$&*"#;+E+,$#8,*D#5+$+9+'&"(?#&'#+5&I,?.#I"6**,5&"+$75.#"*$#'$,+$7(&6#+"5#'*#&"6*DE)7$7@#

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A#D+L*,#6%+))7"(7#8*,#+"-*"7#$+6S)&"(#$%&'#E,*9)7D#&'#$*#5*#'*#P&$%*I$#+5:7,'7)-#&DE+6$&"(#*"#7O&'$&"(#5&(&$&'+$&*"#*,#6*))76$&*"#D+"+(7D7"$#+6$&:&$&7'#P&$%&"#+"#&"'$&$I$&*"@##

About this document F%&'#5*6ID7"$_#

Q *I$)&"7'#$%7#6*"$7O$#*8#5&(&$&'+$&*"#&"#"+$I,+)#%&'$*,-#6*))76$&*"'#;'76$&*"#>?#

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Q 7OE)+&"'#$%7#D+&"#6%+))7"(7'#+"#&"'$&$I$&*"#DI'$#*:7,6*D7#8*,#78876$&:7#5&(&$&'+$&*"#;'76$&*"#W?#

Q 5&'6I''7'#+"5#E,*:&57'#(I&5+"67#*"#E)+""&"(#8*,#+"5#*,(+"&'&"(#+#5&(&$&'+$&*"#E,*L76$#;'76$&*"'#X#+"5#U?@#

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Intended audience G%&)7#D+"-#E7*E)7#+''*6&+$75#P&$%#"+$I,+)#%&'$*,-#6*))76$&*"'#;*,#*$%7,#$-E7'#*8#6*))76$&*"'?#P&))#97"78&$#8,*D#$%&'#5*6ID7"$.#&$'#&"$7"575#+I5&7"67#&'#6I,+$*,'.#6*))76$&*"#D+"+(7,'.#9I'&"7''#D+"+(7,'.#5&(&$&'+$&*"#D+"+(7,'#+"5#5&(&$+)#6*))76$&*"#D+"+(7,'#&"#"+$I,+)#%&'$*,-#6*))76$&*"'@##

Basis of the guidance HI&5+"67#&'#9+'75#*"#$%7#*I$6*D7'#*8#5&(&$&'+$&*"#+6$&:&$&7'#&"#"+$I,+)#%&'$*,-#6*))76$&*"'#+)*"(#P&$%#6*"'I)$+$&*"'#P&$%#DI'7ID'.#%7,9+,&+.#&D+(&"(#7OE7,$'#+"5#EI9)&6)-#+:+&)+9)7#&"8*,D+$&*".#7(#$%7#N@*)&5,&')O#+EE,*+6%#;'76$&*"#W@X@>.#E=T?#,7E,7'7"$'#6I,,7"$#E,+6$&67'#&"#'*D7#"+$I,+)#%&'$*,-#6*))76$&*"'@#A'#P7)).#$%7#+EE,*+6%#+5*E$75#&'#6*"'&'$7"$#P&$%#d**)74'#'IEE)-#6%+&"#D*57)#8*,#5&(&$+)#6*"$7"$#&"#DI'7ID'#;<787,7"67#=f?#&))I'$,+$75#&"#[&(I,7#>#;ET?@#


8

#

Figure 1 Poole's supply chain model for digital content in museums

Using the guidance B76+I'7#*8#$%7#,+"(7#*8#5&(&$&'+$&*"#6+E+9&)&$&7'#+"5#7OE7,&7"67'#&"#"+$I,+)#%&'$*,-#6*))76$&*"'#+"5#$%7#:+,&7$-#*8#*9L76$'#$*#97#5&(&$&'75.#$%7#&"8*,D+$&*"#&"#$%&'#(I&57#&'#"767''+,&)-#(7"7,+)@#A'#'I6%.#-*I#'%*I)5#6*"'&57,#$%7#(I&5+"67#+'#+#9+'&'#8*,#+6$&*".#+"5#+D7"575#&$#+'#"767''+,-#$*#,78)76$#$%7#6&,6ID'$+"67'#*8#-*I,#&"'$&$I$&*"@#

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!"#$"%&' ()"#$*"+,- .#,/0*"+,- 1$-$&%2%-" 3+4"#+50"+,- 64%


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Part 1 DIGITISATION CONTEXT

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1 Digitisation in natural history collections ...... 11

2 Key concepts in managing digitisation ....... 13

3 Major challenges in digitisation .................... 26

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11

1 Digitisation in natural history collections

1.1 Role of digitisation in natural history collections !"'$&$I$&*"'#7"(+(7#&"#5&(&$&'+$&*"#8*,#+#:+,&7$-#*8#,7+'*"'.#'I6%#+'#,7'7+,6%.#*")&"7#EI9)&'%&"(.#D+,S7$&"(#+"5#57:7)*E&"(#7O%&9&$&*"'@#M7)5*D#$%*I(%#&'#5&(&$&'+$&*"#+EE,*+6%75#'-'$7D+$&6+))-#*,#'$,+$7(&6+))-@##

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1.2 Benefits of digitisation 0&(&$&'+$&*"#9,&"('#97"78&$'#$*#+"#&"'$&$I$&*"#&"6)I5&"(_#

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12

1.3 Digitisation of collections within collections M*D7#"+$I,+)#%&'$*,-#6*))76$&*"'#+,7#E+,$#*8#6*))76$&"(#&"'$&$I$&*"'#$%+$#&"6)I57#6I)$I,+).#'*6&+)#+"5#+,$#*9L76$'@#!"#$%7'7#6+'7'.#$%7#"+$I,+)#%&'$*,-#6*))76$&*"#I'I+))-#%+'#$*#*E7,+$7#P&$%&"#+#E*)&6-.#+"5#5&(&$&'+$&*".#6*"$7O$#+EE)&6+9)7#$*#$%7#P%*)7#&"'$&$I$&*"@#!DE)7D7"$&"(#+#5&(&$&'+$&*"#E,*(,+D#&"#&'*)+$&*"#8,*D#$%7#9,*+57,#6*"$7O$#&'#$%I'#*8$7"#&DE,+6$&6+)#*,.#+$#97'$.#6%+))7"(&"(@##

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13

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14

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Figure 2 Digitisation management framework

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Figure 3 Core digitisation activities

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15

2.3 Digitisation governance H*:7,"+"67#8*,#5&(&$&'+$&*"#6*"'&'$'#*8#$%7#E,&"6&E)7'.#E*)&6&7'.#E,*675I,7'.#,*)7'#+"5#,7'E*"'&9&)&$&7'#+''*6&+$75#P&$%#5&(&$&'+$&*"#+6$&:&$&7'@#18#$%7'7.#$%7#5&(&$&'+$&*"#E,&"6&E)7'#(&:7"#&"#B*O#>#;E>U?#;9+'75#*"#$%*'7#&"#<787,7"67#>Y?#+,7#E*''&9)-#$%7#D*'$#&DE*,$+"$.#+'#$%7-#6+"#+EE)-#P&$%*I$#+#8*,D+)#5&(&$&'+$&*"#,7(&D7#+"5#97#8*))*P75#9-#7:7,-*"7#&":*):75#&"#5&(&$&'+$&*"@#

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Box 1 Digitisation principles*

#

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16

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Figure 4 Digitisation maturity model

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17

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Figure 5 Outline digitisation process

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18

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Figure 6 Digitisation planning stage

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Figure 7 Organising digitisation stage

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Figure 8 Creating the digital asset stage

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Figure 9 Managing digital assets stage

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#

Figure 10 Sharing digital assets stage

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21

Box 2 Indicative types of digital assets

#

2.9 Objects for digitisation c+6%#"+$I,+)#%&'$*,-#6*))76$&*"#%+'#+#P&57#,+"(7#*8#*9L76$'#'I&$+9)7#8*,#6*":7,$&"(#$*#+#5&(&$+)#+''7$\#$-E&6+)#6+$7(*,&7'#+,7#)&'$75#&"#B*O#W#;E=>?@#0&887,7"$#6+$7(*,&7'#D+-#%+:7#5&887,7"$#I'7'#+"5#I'7,'#;'76$&*"#X@=.#EWT?#+"5#*8$7"#,7JI&,7#5&887,7"$#$**)'#8*,#$%7&,#6,7+$&*"#;'76$&*"#=@>>.#E=W?.#'$+"5+,5'#;'76$&*"#X@U@X.#EXV?#+"5#D7$+5+$+#;'76$&*"#X@U@U.#EXT?@##

#

Box 3 Categories of objects for digitisation

#

/0*.%)'1)2"#"$&- )&%%.$%)#

! 0+$+#&"#+#5+$+9+'7# !# 0&(&$+)#&D+(7#*8#+#6*))76$&*"#&$7D#

! 0&(&$+)#&D+(7# !# 0&(&$+)#CF#'6+"#*8#+#'E76&D7"#

! 0&(&$+)#+I5&*#8&)7# !# 0&(&$+)#:&57*#8&)7#

! ME76&7'#*9'7,:+$&*"#*"#+#P79#'&$7# !# H7"7$&6#'7JI7"67#

! 0&(&$+)#:7,'&*"#*8#+#D&6,*'6*E7#')&57# !# #1C<45#5*6ID7"$#

! G79K9+'75#'E76&7'#E,*8&)7# !# c)76$,*"&6#L*I,"+)#

! 3I)$&D75&+#8&)7#&"#+#5&(&$+)#+''7$## !# M6+""75#:7,'&*"#*8#+#8&7)5#"*$7K## D+"+(7D7"$#'-'$7D# # 9**S#

3&$.#'+".%)'1)'45.,$%)1'+)2"#"$"%&$"'()#

! 0*6ID7"$'.#7(#D*"*(,+E%'.#L*I,"+)'.#"*$79**S'.#)75(7,'.#8&7)5#"*$7'.#E%*$*(,+E%'.#D+E'#

! d,7'7,:75#+"5#5,&75#'E76&D7"'^+'#&"5&:&5I+)'#

! d,7'7,:75#+"5#5,&75#'E76&D7"'^&"#(,*IE'#*,#5,+P7,'#

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! [&7)5#P*,S#+6$&:&$&7'#

! !"K'&$I#'E76&D7"'#+"5#'67"7'#

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! A"+)*(I7#DI)$&D75&+#

! 3&6,*'6*E7#')&57'#

! A"+)*(I7#'*I"5#8&)7'#


22

2.10 Specimen (object) management process F%7#D*'$#&DE*,$+"$#*9L76$'#&"#+#"+$I,+)#%&'$*,-#6*))76$&*"#+,7#$%7#'E76&D7"'\#$%7-#+,7#+)'*#*8$7"#$%7#D*'$#"ID7,*I'@#`"57,'$+"5&"(#$%7#E,*67''#*8#D+"+(&"(#$%7'7#'E76&D7"'#E,*:&57'#&"'&(%$'#&"$*#$%7#,*)7#*8#5&(&$&'+$&*"#&"#$%7&,#D+"+(7D7"$#+"5#I'7@#!$#+)'*#E,*:&57'#+#6*"$7O$#8*,#I"57,'$+"5&"(#$%7#I'7,'#+"5#I'7'#;'76$&*"#X@=.#EWT?#*8#$%7#5&(&$+)#:7,'&*"'#;5&(&$+)#+''7$'?#*8#$%7#'E76&D7"'@#

[&(I,7#>>#;E==?#'%*P'#$%7#*:7,+))#E,*67''#8*,#D+"+(&"(#*9L76$'#&"#+#6*))76$&*"_#5&(&$+)#+''7$'.#'E76&D7"'.#5*6ID7"$'#+"5#*$%7,#E%-'&6+)#+,$78+6$'@##

#

#

Figure 11 Outline object management process

[*,#'E76&D7"'.#$%7,7#&'#+)'*#+"#!57"$&8-#'$+(7.#+'#&))I'$,+$75#&"#[&(I,7#>=#;E==?@#;M*D7$&D7'.#$%&'#+55&$&*"+)#'$+(7#&'#+)'*#"77575#8*,#*$%7,#$-E7'#*8#*9L76$'.#7(#$*#&57"$&8-#$%7#'I9L76$'#&"#+#E%*$*(,+E%@#A"5#8*,#'E76&D7"'#*8$7"#$%7#!57"$&8-#'$+(7#P&))#97#6*D9&"75#P&$%#$%7#C*))76$#'$+(7@?#

#

#

Figure 12 Outline specimen management process

3+L*,#+6$&:&$&7'#P&$%&"#7+6%#'$+(7#+,7#'%*P"#&"#[&(I,7#>W#;EWY?#P%7,7#*EE*,$I"&$&7'#8*,#5&(&$&'+$&*"#+,7#&"5&6+$75#&"#9-#$%7##########&6*"@#M&D&)+,#5&(&$&'+$&*"#*EE*,$I"&$&7'#7O&'$#8*,#*$%7,#$-E7'#*8#*9L76$'#&"#+#6*))76$&*"@#

A(+&".#$%7#+6$&:&$&7'#*66I,,&"(#&"#7+6%#'$+(7^+"5#%7"67#$%7#*:7,+))#D*57)'^+,7#(7"7,&6#+"5#$%I'#D+-#"*$#97#,7E,7'7"$+$&:7#*8#%*P#+#'$+(7#&'#E7,8*,D75#&"#+#E+,$&6I)+,#&"'$&$I$&*"@#A"5#$%7#9*I"5+,-#97$P77"#'$+(7'#D+-#97#9)I,,75#*,#:+,&75#57E7"5&"(#*"#$%7#6&,6ID'$+"67'#*8#+"#&"'$&$I$&*".#$%7#"+$I,7#*8#6*))76$&*"'#+"5#$%7#+EE,*+6%#$*#5&(&$&'+$&*"#+5*E$75@##

!"#$%&""'()*(+'#)' %,+#)' -.' /0.1&.'

!"#$ %&""'() *+'$),-. %/0#)' 12' 3,24&2'

!


23

#

Figure 13 Digitisation opportunities in specimen management

2.11 Ways of making a digital asset F-E&6+)#D7+"'#*8#D+S&"(#+#5&(&$+)#+''7$#&"#+#"+$I,+)#%&'$*,-#6*))76$&*"#+,7#(&:7"#&"#B*O#X#;E=X?@#a*$#7:7,-#6*))76$&*"#*,#&"'$&$I$&*"#P&))#I'7#+))#$%7'7#D7+"'#+"5#'*D7#D+-#%+:7#+55&$&*"+)#6+E+9&)&$&7'@#

#

#

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!"#$#"%#&'"#'("#)$'#*+,#-

!"#$#"%#&'"#'("#)$'#*+,#-

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,#0(/(0(

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! Indicates an opportunity for digitisation

94("#)$'#*+,#-),#0(/(0(

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!

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24

Box 4 Typical means of making digital assets

#

2.12 Users of digital assets !"5&6+$&:7#I'7,'#*8#5&(&$+)#+''7$'#8,*D#+#"+$I,+)#%&'$*,-#6*))76$&*"#+,7#(&:7"#&"#B*O#U#;E=X?#$%*I(%#+#6*))76$&*"#D+-#%+:7#+#D*,7#"+,,*P#,+"(7#*8#I'7,'@#

2//&+1*,#'76$&*"#X@=#;EWT?@#

#

Box 5 Indicative users of digital assets

#

2.13 Uses of digital assets d*$7"$&+)#I'7'#*8#+#5&(&$+)#+''7$#&"#+#"+$I,+)#%&'$*,-#6*))76$&*"#+,7#(&:7"#&"#B*O#V#;E=U?@#G%&)7#+#'&"()7#I'7,.#7(#+#E*)&6-#D+S7,.#D+-#8+:*I,#+#E+,$&6I)+,#I'7#8*,#+#5&(&$+)#+''7$.#7(#'E76&7'#6*"'7,:+$&*".#+#5&887,7"$#I'7,#&'#)&S7)-#$*#%+:7#&"#D&"5#+#5&887,7"$#I'7#8*,#$%7#'+D7#+''7$.#7(#'E76&D7"#&57"$&8&6+$&*"@#18$7".#+#I'7,#P&))#I'7#+#5&(&$+)#+''7$#&"#P+-'#"*$#&"$7"575#*,#6*"'&57,75#P%7"#$%7#+''7$#P+'#6,7+$75@#27"67.#&$#&'#&DE*,$+"$#P%7"#6,7+$&"(#+#5&(&$+)#+''7$#$*#"*$#57)&D&$#&$'#I'7#I""767''+,&)-#9-#6*"'$,+&"&"(#&$'#87+$I,7'#'I6%#+'#,7'*)I$&*".#9&$#57E$%#*,#+''*6&+$75#D7$+5+$+@#

2//&+1*,#'76$&*"#X@=#;EWT?@#

6&0%)$')7&8.)&)2"#"$&-)&%%.$ )#

! A55#5+$+#$*#+#5+$+9+'7# !# F,+"'6,&97#+#8&7)5#"*$79**S#

! <76*57#+"#+I5&*#8&)7#$*#DEW# !# 3+S7#+#5&(&$+)#CF#'6+"#

! 1C<#+#5*6ID7"$# !# 3+S7#+#5&(&$+)#:&57*#

! F+S7#+#5&(&$+)#E%*$*(,+E%# !# M6+"#+#9**S#*,#8&7)5#"*$7'#

! <76*,5#+"#*9'7,:+$&*"#&"#+#5+$+9+'7# !# F,+"'6,&97#+#'E76&D7"#)+97)#

! C*":7,$#)*6+$&*"#57'6,&E$&*"'#$*##576&D+)#)+$&$I57#+"5#)*"(&$I57#

9%.+%)'1 )2"#"$&- )&%%.$%)#

! <7'7+,6%7,'# !# a+$I,+)#,7'*I,67#D+"+(7,'#

! F7+6%7,'# !# N+"5#57:7)*E7,'#

! M$I57"$'# !# C*"'I)$+"$'#

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! d*)&6-#D+S7,'# !# CI,+$*,'#


25

Box 6 Indicative uses of digital assets

#

9%.%)'1)2"#"$&- )&%%.$%)#

! c5I6+$&*"# !# ME76&7'#&57"$&8&6+$&*"#

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! B&*5&:7,'&$-#D*57))&"(# !# C*))76$&*"#:+)I+$&*"#

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! 1")&"7#:&7P&"(# !# 3+EE&"(#

! ME76&7'#6*"'7,:+$&*"#


26

3 Major challenges in digitisation G%7"#7D9+,S&"(#*"#+#5&(&$&'+$&*"#E,*(,+D.#'7:7,+)#'&("&8&6+"$#6%+))7"(7'#D+-#"775#$*#97#6*"8,*"$75_#

Q ,7)I6$+"67#$*#+667E$#$%7#"775#8*,#5&(&$&'+$&*"^'76$&*"#W@>#;E=V?#

Q +,(ID7"$'#+'#$*#P%-#5&(&$&'+$&*"#6+"4$#97#5*"7^'76$&*"#W@=#;E=V?#

Q 576&5&"(#P%+$#$*#5&(&$&'7^'76$&*"#W@W#;E=T?#

Q 576&5&"(#%*P#$*#97(&"#5&(&$&'+$&*"^'76$&*"#W@X#;E=T?#

Q 576&5&"(#P%*#P&))#5*#P%+$^'76$&*"#W@U#;W>?#

Q D*9&)&'&"(#5+$+#8*,#'%+,&"(^'76$&*"#W@V#;EW>?#

Q )*"(#$7,D#5+$+#D+"+(7D7"$^'76$&*"#W@Y#;EW=?#

Q 6%+"(&"(#6I)$I,7#$*#'IEE*,$#5&(&$&'+$&*"^'76$&*"#W@T#;EW=?#

Q D+"+(&"(#&"$7))76$I+)#E,*E7,$-#,&(%$'^'76$&*"#W@f#;EW=?#

Q D+&"$+&"&"(#D*D7"$ID#*"67#-*I#+6$I+))-#97(&"#5&(&$&'+$&*"^'76$&*"#W@>Z#;EWW?@#

3.1 Accepting the need for digitisation :IQ&5'(')'*/P#&'#+#6*DD*"#JI7'$&*"#*8$7"#+'S75#9-#$%*'7#P%*#P&))#97#+8876$75#9-#+#5&(&$&'+$&*"#E,*(,+D.#7(#.#D+"+(7,'.#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'@#A"5#'&DE)-#E*&"$&"(#*I$#$%7#97"78&$'#*8#5&(&$&'+$&*"#D+-#"*$#*:7,6*D7#6*"67,"'#+9*I$#$%7#6*'$#*8#5&(&$&'+$&*"#+"5#&$'#&DE+6$#*"#$%7#&"'$&$I$&*"#+"5#&$'#E7*E)7@#

Recommended practices 2&(%)&(%$#$%7#97"78&$'#*8#5&(&$&'+$&*"#8*,#+"#*,(+"&'+$&*"#;'76$&*"#>@=.#E>>?@#

<76*("&'7#$%+$#'*D7#E7*E)7#P&))#97#D*,7#+8876$75#$%+"#*$%7,'.#7(#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'#P&))#97#D*,7#&":*):75#$%+"#'7"&*,#D+"+(7,'\#+''I,7#$%7D#$%+$#$%7&,#"775'#+"5#6*"67,"'#P&))#97#$+S7"#&"$*#+66*I"$@#

3+S7#&$#6)7+,#$%+$#5&(&$&'+$&*"#&'#+#)*"(K$7,D#E,*67''#$%+$#&'#D+"+(7+9)7#&"#'D+))#6%I"S'\#+:*&5#976*D&"(#*:7,P%7)D75#9-#$%7#'&]7#*8#$%7#$+'S@#

07:7)*E#+#5&(&$&'+$&*"#'$,+$7(-#;'76$&*"#=@X.#E>V?#$*#'%*P#%*P#5&(&$&'+$&*"#P&))#%+EE7"@#

!8#E*''&9)7.#I"57,$+S7#+#'D+))#5&(&$&'+$&*"#E,*L76$#$*#57D*"'$,+$7#P%+$#-*I#P+"$#$*#5*#;'76$&*"#W@X.#E=T?@#

3.2 Overcoming the can’ts 18$7"#5&(&$&'+$&*"#+6$&:&$&7'#LI'$#?+-U)#97#5*"7@#`'I+))-.#$%&'#&'#+"*$%7,#P+-#*8#'+-&"(#D)U*&+11&),,&I+05&+-5&D&5,-U)&3+-)&),&5,&')&+-Q3+Q@#

F%,77#&''I7'#$7"5#$*#97#97%&"5#6+"4$_#

Q 5+$+#JI+)&$-#6*"67,"'^'76$&*"#W@=@>#;E=Y?#

Q 5+$+#'7"'&$&:&$-#6*"67,"'^'76$&*"#W@=@=#;E=Y?#

Q )+6S#*8#,7'*I,67'^'76$&*"#W@=@W#;E=Y?@#


27

Recommended practices <76*("&'7#$%+$#+))#?+-U)*#+,7#E,*9+9)-#?+-&F/*.#9I$#$%+$#-*I#D+-#%+:7#$*#P*,S#*I$#%*P#$*#D+S7#$%7D#%+EE7"@#

F%7#97'$#P+-#$*#*:7,6*D7#6+"4$'#&'#$*#LI'$#5*#$%7D.#+"-P+-@##

3.2.1 Data quality concerns d**,#JI+)&$-#5+$+#&'#*8$7"#I'75#+'#,7+'*"#$*#+:*&5#5&(&$&'+$&*"\#&$#'%*I)5#"*$#97@#G%&)7#5&(&$&'+$&*"#P&))#%&(%)&(%$#5+$+#JI+)&$-#&''I7'.#&$#+)'*#E,*:&57'#+"#*EE*,$I"&$-#$*#,7D75-#$%7'7#&''I7'@#F%7#6%+))7"(7#&'#$*#576&57#%*P#$*#57+)#P&$%#$%7#JI+)&$-#&''I7'@#

Recommended practices A667E$#$%+$#5+$+#JI+)&$-#&''I7'#7O&'$@#

`'7#$%7#5&(&$&'+$&*"#E,*(,+D#$*#&57"$&8-#+"5#JI+"$&8-#$%7#"+$I,7#+"5#7O$7"$#*8#5+$+#JI+)&$-#&''I7'@#

`'7#5&(&$&'+$&*"#'$,+$7(&6+))-#$*#*:7,6*D7#5+$+#JI+)&$-#&''I7'.#7(#&8#57$7,D&"+$&*"'#+,7#I"6)7+,.#&D+(7#'E76&D7"'.#EI9)&'%#$%7#&D+(7'#+"5#7"6*I,+(7#7O$7,"+)#7OE7,$'#$*#6*DD7"$#*"#$%7#"*D&"+$75#'E76&7'#"+D7@#

`'7#$%7#A$)+'4'#$**)'#$*#:+)&5+$7#5&(&$&'75#5+$+.#7(#I'7#$%7#j*)I"$77,#d*,$+)#;:*)I"$77,@+)+@*,(@+I#$*#%+:7#'E76&D7"#)+97)'#$,+"'6,&975.#*,#$%7#'+"59*O#;'+"59*O@+)+@*,(@+I?#8*,#9I)S#6%76S&"(#*8#(7*)*6+$&*"'#+"5#'E76&7'#"+D7'@#

3.2.2 Data sensitivity concerns M&D&)+,)-.#6*"67,"'#+9*I$#,7)7+'&"(#'7"'&$&:7#5+$+#6+"#976*D7#+#6+"4$@#

A(+&"#$%7'7#P&))#97#%&(%)&(%$75#$%,*I(%#5&(&$&'+$&*"#+"5#+(+&"#$%7-#+,7#"*$#+"#7O6I'7#$*#"*$#5&(&$&'7@#076&5&"(#%*P#$*#57+)#P&$%#$%7D#&'.#-7$#+(+&".#$%7#6%+))7"(7@#

Recommended practices A667E$#$%+$#5+$+#'7"'&$&:&$-#&''I7'#7O&'$@#

`'7#$%7#5&(&$&'+$&*"#E,*(,+D#$*#&57"$&8-#+"5#JI+"$&8-#$%7#"+$I,7#+"5#7O$7"$#*8#5+$+#'7"'&$&:&$&7'@#

`'7#$%7#A$)+'4'#$**)'#$*#&57"$&8-#+"5#D+"+(7#'7"'&$&:7#5+$+.#7(#I'7#$%7#'+"59*O#;'+"59*O@+)+@*,(@+I?#$*#9I)S#6%76S#'E76&7'#'7"'&$&:&$&7'#+"5#$%7#'7"'&$&:7#5+$+#'7,:&67#$*#,7'$,&6$#+667''#$*#'7"'&$&:7#5+$+#EI9)&'%75#$%,*I(%#$%7#A$)+'@#

3.2.3 Lack of resources a*#"+$I,+)#%&'$*,-#6*))76$&*"#*,#6*))76$&"(#&"'$&$I$&*"#%+'#+))#$%7#,7'*I,67'#$%7-#57'&,7#*,#6*"'&57,#"767''+,-#$*#*E7,+$7#78876$&:7)-@#0&(&$&'+$&*"#&'#*8$7"#'77"#+'#+"#+55&$&*"+)#+6$&:&$-#+"5#*"7#$%+$#P&))#,7E)+67#*$%7,#6I,+$*,&+)#$+'S'@#

[I,$%7,.#"7P#5&(&$&'+$&*"#+6$&:&$&7'#D+-#,7JI&,7#"7P#7JI&ED7"$#*,#8+6&)&$&7'#8*,#P%&6%#$%7,7#+,7#"*.#*,#)&D&$75.#8I"5'@#

`"8*,$I"+$7)-.#$%7,7#+,7#"*#'&DE)7#*,#JI&6S#+"'P7,'#$*#57+)&"(#P&$%#&"+57JI+$7#,7'*I,67'@#


28

Recommended practices c'$+9)&'%#+#5&(&$&'+$&*"#E,*L76$#I'&"(#:*)I"$77,'#$*#5*#$%7#5&(&$&'+$&*"^9I$#7JI&ED7"$#+"5#8+6&)&$&7'#+,7#'$&))#,7JI&,75@##

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3.3 Deciding what to digitise 076&'&*"'#*"#P%+$#$*#5&(&$&'7#+,7#D+57#+'#E+,$#*8#$%7#57:7)*ED7"$#*8#$%7#5&(&$&'+$&*"#'$,+$7(-#;'76$&*"#X@X.#EX>?@#F%7'7#576&'&*"'#$7"5#$*#97#5&88&6I)$#+'#$%7#/,&(%$4#+"'P7,#57E7"5'#*"#8+6$*,'#'I6%#+'_#

Q $%7#"+$I,7#*8#$%7#6*))76$&*"#+"5#$%7#,+"(7#*8#&$7D'#&$#6*"$+&"'.#7(#)+,(7.#P7$#+"5#:7,-#'D+))#'E76&D7"'#$7"5#$*#97#5&88&6I)$#$*#&D+(7\#9I)S#&$7D'#)&S7#&"'76$'#,7JI&,7#6*"'&57,+9)7#788*,$#$*#5+$+9+'7#

Q $%7#6*"5&$&*"#*8#$%7#&$7D'#&"#$%7#6*))76$&*".#7(#E%*$*(,+E%&6#*,#D&6,*'6*E7#')&57'#&"#5+"(7,#*8#E%-'&6+)#57$7,&*,+$&*"#D+-#P+,,+"$#E,&*,&$-#5&(&$&'+$&*"#

Q $%7#EI,E*'7#*8#5&(&$&'+$&*".#7(#8*,#+66*I"$&"(#EI,E*'7'#5&(&$&'+$&*"#*8#$%7#P%*)7#6*))76$&*"#;&"#'*D7#8*,D?#D+-#97#+EE,*E,&+$7#

Q )&S7)-#I'7,'#*8#$%7#5&(&$+)#+''7$'#+"5#$%7&,#7OE76$75#I'7'@#

Recommended practices `")7''#$%7,7#+,7#(**5#,7+'*"'#$*#5*#*$%7,P&'7.#7(#&":7"$*,-#D+"+(7D7"$#*,#+66*I"$+9&)&$-.#5*#"*$#E)+"#$*#5&(&$&'7#$%7#P%*)7#6*))76$&*"@#

3+S7#576&'&*"'#*"#P%+$#$*#5&(&$&'7#*"#$%7#9+'&'#*8#$%7#"+$I,7#*8#$%7#6*))76$&*"#;'76$&*"#X@>.#EWY?#+"5#$%7#I'7,'#+"5#I'7'#;'76$&*"#X@=.#EWT?#*8#$%7#5&(&$+)#+''7$'#E,*5I675@#

2//&+1*,#'76$&*"#X@W#;EXZ?@#

3.4 Deciding how to begin 076&5&"(#%*P#$*#97(&"#+#5&(&$&'+$&*"#E,*(,+D#&'#+#S7-#576&'&*".#*"7#$%+$#P&))#8I"5+D7"$+))-#&"8)I7"67#)*"(7,K$7,D#5&(&$&'+$&*"#+6$&:&$&7'#+'#P7))#+'#$%7#&DD75&+$7K$7,D#*"7'@#

Recommended practices C*"'&57,#$%7#576&'&*"#*"#%*P#$*#97(&"#+#5&(&$&'+$&*"#E,*(,+D#+'#+#'$,+$7(&6#576&'&*"@#

3.4.1 Comprehensive or Just do it!? F%7,7#+,7#$P*#9+'&6#+EE,*+6%7'#$*#97(&""&"(#+#'$,+$7(&6#5&(&$&'+$&*"#E,*(,+D_#6*DE,7%7"'&:7^[&(I,7#>X#;E=f?^+"5#N@*)&5,&')O^[&(I,7#>U#;EWZ?@#


29

#

Figure 14 Comprehensive approach to digitisation

#

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D.&)I/&*?+1/&,.&=1+--'-(&+&5'(')'*+)',-&*)0+)/(Q&.,0&)I/&3I,1/&'-*)')@)',-&*//<*&5+@-)'-(X&*/1/?)'-(&+&5'*?0/)/&=0,R/?)&A=/0I+=*&+11&)I/&)Q=/*&.0,<&+&=+0)'?@1+0&,05/0&,.&+-'<+1*X&,0&*?+--'-(&+11&)I/&=I,),(0+=I'?&*1'5/*&.0,<&,-/&<@*/@<&5/=+0)</-)Y&'*&+&3+Q&,.&*/))'-(&+-&+?I'/M+F1/&(,+1&3')I'-&+&0/+1'*)'?&)'</&.0+</4&9I/-&0/M'/3&+-5&5,?@</-)&+-5&)I+)&J-,31/5(/&3'11&I/1=&Q,@&F@'15&+&5'(')'*+)',-&*)0+)/(Q&+*&Q,@&(,4&

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30

#

Figure 15 Just do it! approach to digitisation

!"#6*"$,+'$.#$%7#N@*)&5,&')O#+EE,*+6%#)7"5'#&$'7)8#$*#7+'-#&DE)7D7"$+$&*".#)7+,"&"(#)7''*"'#+"5#57)&:7,&"(#JI&6S#*I$6*D7'#$%+$#6+"#97#I'75#$*#&"8*,D#8I,$%7,#5&(&$&'+$&*"#+6$&:&$&7'@#!$#6+"#+)'*#97#,7+5&)-#6*D9&"75#P&$%#$%7#I'7#*8#:*)I"$77,'#$*#6,7+$7#+#:*)I"$77,#5&(&$&'+$&*"#E,*L76$#;*//#'76$&*"#T.#EY=?@#

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Recommended practices C*"'&57,#+5*E$&"(#$%7#N@*)&5,&')O#+EE,*+6%.#7'E76&+))-#&8#$%7#,+"(7#*8#&''I7'#)&S7)-#$*#97#7"6*I"$7,75#5I,&"(#5&(&$&'+$&*"#&'#"*$#6)7+,#*,#&'#7O$7"'&:7@#

C*"'&57,#6,7+$&"(#'7:7,+)#'D+))#E,*L76$'#,+$%7,#$%+"#+#6*IE)7#*8#)+,(7,#*"7'#+'#$%&'#D+-#%+:7#)7''#5&',IE$&:7#&DE+6$#*"#$%7#&"'$&$I$&*"@#

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B,&"(#$%7#*,(+"&'+$&*"#P&$%#-*I#9-#'%*P&"(#P%+$#6+"#97#5*"7#P&$%#$%7#)&D&$75#,7'*I,67'#I'75@#

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31

3.4.2 Create a legacy problem !,,7'E76$&:7#*8#$%7#+EE,*+6%#6%*'7".#$%7#E,&D+,-#8*6I'#*8#$%7#E,*(,+D#P&))#)&S7)-#97#$%7#9+6S)*(#*8#5&(&$&'75#'E76&D7"'@#BI$#+"#&DE*,$+"$#E+,$#*8#$%7#5&(&$&'+$&*"#'$,+$7(-#+"5#E,*(,+D#&'#5&(&$&'+$&*"#*8#"7P#'E76&D7"'#'*#$%+$#$%7#9+6S)*(#5*7'#"*$#(,*P@#

Recommended practices C,7+$7#+#)7(+6-#E,*9)7D_#7"'I,7#+))#"7P#'E76&D7"'#+,7#5&(&$&'75#+'#E+,$#*8#$%7&,#+667''&*"@#F%7"#57:7)*E#+#5&(&$&'+$&*"#E,*(,+D#'E76&8&6+))-#$*#5&(&$&'7#$%7#9+6S)*(^$%7#)7(+6-#6*))76$&*"@#

C*"'&57,#I'&"(#:*)I"$77,'#$*#5&(&$&'7#$%7#)7(+6-#6*))76$&*"^*//#'76$&*"#T#;EY=?@#

3.5 Deciding who will do what c:7,-*"7#&":*):75#P&$%#5&(&$&'+$&*"#'%*I)5#%+:7#P7))K578&"75#,7'E*"'&9&)&$&7'#+"5#97#8+D&)&+,#P&$%#$%*'7#,7'E*"'&9&)&$&7'@##

M76$&*"#=@V#;E>Y?#'I((7'$75#$%+$#+#5&(&$+)#6*))76$&*"'#D+"+(7,#'%*I)5#97#+EE*&"$75@#A'#P7))#+'#)**S&"(#+8$7,#+))#$%7#5&(&$+)#+''7$'.#$%&'#D+"+(7,#'%*I)5#97#6%+,(75#P&$%#57:7)*E&"(#+"5#&DE)7D7"$&"(#+"-#'$,+$7(&6#5&(&$&'+$&*"#E,*(,+D@#

Recommended practices N+,(7#&"'$&$I$&*"'#P&$%#'&("&8&6+"$#5&(&$+)#6*))76$&*"'#'%*I)5#+EE*&"$#+#8I))K$&D7#5&(&$+)#6*))76$&*"'#D+"+(7,@#

A))*6+$7#,7'E*"'&9&)&$&7'#$*#$%7#5&(&$+)#6*))76$&*"'#D+"+(7,#+'#'I((7'$75#&"#'76$&*"#Y#;EY>?@#

!57+))-.#&"6)I57#5&(&$&'+$&*"#,7'E*"'&9&)&$&7'#&"#5I$-#'$+$7D7"$'#8*,#$%*'7#E*'&$&*"'#&":*):75#P&$%#5&(&$&'+$&*".#&"6)I5&"(#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'@#

3.6 Mobilising data for sharing d,7E+,&"(#5+$+#8*,#'%+,&"(#+"5#+6$I+))-#D+S&"(#&$#+:+&)+9)7#6+"#97#5&88&6I)$@#G%&)7#5+$+#D+-#97#'$*,75#&"#'$+"5+,5'K6*DE)&+"$#5+$+9+'7'.#"*$#+))#&DE)7D7"$+$&*"'#*8#$%7#'$+"5+,5#+,7#"767''+,&)-#7JI&:+)7"$@#A"5#"*$#+))#5+$+#&'#'$*,75#&"#'$+"5+,5'K6*DE)&+"$#5+$+9+'7'@#MI6%#'&$I+$&*"'#,7JI&,7#D+EE&"(#*8#5+$+#8&7)5'#8,*D#*"7#5+$+9+'7#$*#+"*$%7,#P%7,7#$%7#D+EE&"('#+,7#*"#$%7#9+'&'#*8#$%7#'7D+"$&6'#*8#$%7#8&7)5'#&"#7+6%#5+$+9+'7#"*$#$%7#"+D7'@#

!"#+55&$&*".#7OE*,$&"(#5+$+#8,*D#+#5+$+9+'7#*8$7"#,7JI&,7'#57:7)*ED7"$#*8#7OE*,$#'6,&E$'#+"5#'*8$P+,7#$*#E+,'7#+"5#,7K8*,D+$#5+$+#978*,7#6,7+$&"(#+#'$+"5+,5'K6*DE)&+"$#7OE*,$#8&)7#*,#5+$+#8775@##

[&"+))-.#D+"-#5+$+9+'7'#'&$#97%&"5#8&,7P+))'#$%+$#DI'$#97#E7"7$,+$75#$*#+))*P#5+$+#$*#97#+I$*D+$&6+))-#'%+,75#P&$%#7O$7,"+)#*,(+"&'+$&*"'@#

Recommended practices `'7#'$+"5+,5'#8*,#6+E$I,&"(.#,76*,5&"(#+"5#'$*,&"(#5+$+.#7(#0+,P&"#C*,7@#

AI$*D+$7#7OE*,$#'6,&E$'#+'#DI6%#+'#E*''&9)7@#


32

3.7 Managing data for the long term 0&(&$+)#+''7$'#;5+$+#8&)7'?#+,7#'I9L76$#$*#$%7#:&6&''&$I57'#*8#6%+"(&"(#$76%"*)*(-_#"7P#8&)7#8*,D+$'.#"7P#D75&+.#"7P#'$+"5+,5'.#"7P#6*DEI$7,#*E7,+$&"(#'-'$7D'@#A))#5&(&$+)#6*))76$&*"'#8+67#$%7#'+D7#E,*9)7D#*8#,7$+&"&"(#+667''#$*#5+$+#&"#$%7#)*"(7,#$7,D@#A$#$%7#D*D7"$#$%7,7#&'#"*#'&DE)7#'*)I$&*"#$*#$%&'#E,*9)7D@#

Recommended practices A5*E$#'$+"5+,5.#6*DD*"#8&)7#8*,D+$'#+'#&"5&6+$75#&"#$%7#5&(&$&'+$&*"#E,&"6&E)7'#;B*O#>.#E>U?@#

3*"&$*,#6%+"(&"(#$76%"*)*(-#+"5#D&(,+$7#5&(&$+)#+''7$'#$*#"7P#8*,D+$'#+"5#D75&+#8,*D#$&D7#$*#$&D7@#

07:7)*E#+#$76%"*)*(-#D+"+(7D7"$#E)+"^'76$&*"#X@V#;EXf?@#

3.8 Managing culture change 0&(&$&'+$&*"#*8#"7P#'E76&D7"'#+'#E+,$#*8#+667''&*"#6+"#6,7+$7#+55&$&*"+)#P*,S)*+5'#*"#6I,+$*,'.#,7'7+,6%7,'#+"5#6*))76$&*"#D+"+(7,'@#!"#+55&$&*".#&$#D+-#,7JI&,7#6%+"(7'#$*#)*"(K'$+"5&"(#P*,S#E,+6$&67'#+"5#"7P#'S&))'.#"*$#$*#D7"$&*"#"7P#$76%"*)*(&7'@#!"$,*5I6&"(#'I6%#'-'$7D&6#6%+"(7'#6+"#97#E,*9)7D+$&6#+"5#D+-#97#,7'&'$75@#C+,78I)#D+"+(7D7"$#&'#$%I'#,7JI&,75@#

!DE*,$+"$)-.#5&(&$&'+$&*"#E,*(,+D'#8*,#)7(+6-#'E76&D7"'#;'76$&*"#W@X@=.#EW>?#D+-#&DE+6$#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'#+'#DI6%#+'#P&))#6%+"(&"(#+667''&*"#E,*67''7'@#F%7'7#E7*E)7#P&))#%+:7#$*#E,*:&57#'E76&D7"'#8*,#5&(&$&'+$&*"#+"5#$%&'#+6$&:&$-#6+"#6*"'ID7#DI6%#*8#$%7&,#$&D7#;*//&+1*,#'76$&*"#W@>Z@=.#EWW?@#

Recommended practices !"6)I57#+#6I)$I,7#6%+"(7#E,*(,+D#+'#E+,$#*8#+#5&(&$&'+$&*"#E,*(,+D#$*#D&"&D&'7#+5:7,'7#&DE+6$'#+"5#7"(+(7#'$+88#P&$%#$%7#"7P#P+-#*8#5*&"(#9I'&"7''@##

[*,#N@*)&5,&')O&E,*L76$'.#6*"'&57,#$%7#&DE+6$#*8#$%7#E,*L76$#*"#*$%7,'#&"#$%7#&"'$&$I$&*"@#A#D*,7#&"8*,D+)#+EE,*+6%#$*#6%+"(&"(#97%+:&*I,#+"5#+$$&$I57'#D+-#97#D*,7#78876$&:7#$%+"#+#8*,D+)#*"7@#A"5#,7D7D97,#$%+$#+#N@*)&5,&')O#E,*L76$#6+".#&$'7)8.#97#E+,$#*8#+#)+,(7,#6I)$I,7#6%+"(7#E,*L76$@#

3.9 Managing intellectual property rights !"$7))76$I+)#E,*E7,$-#&"#5&(&$+)#+''7$'#&'#+#D+L*,#&''I7#8*,#D+"-#&"'$&$I$&*"'.#6I,+$*,'#+"5#,7'7+,6%7,'@#F**#*8$7"#*P"7,'%&E#*8#&"$7))76$I+)#E,*E7,$-#&'#I"6)7+,.#7'E76&+))-#P&$%#5&(&$+)#+''7$'#+"5#%+,5#6*E-#5*6ID7"$'#)&S7#E%*$*(,+E%&6#')&57'@#[I,$%7,.#$%7#,*)7#*8#D*,+)#,&(%$'#;7''7"$&+))-#$%7#,&(%$#$*#+$$,&9I$&*"?#&'#*8$7"#I"8+D&)&+,#*,#E**,)-#%+"5)75@#

3+"-#(*:7,"D7"$'#"*P#%+:7#/,&(%$#$*#&"8*,D+$&*"4#)7(&')+$&*"#$%+$#,7JI&,7'#&"8*,D+$&*"#$*#97#EI9)&6)-#+:+&)+9)7#9-#578+I)$.#+$#"*#*,#:7,-#D&"&D+)#6*'$@#cO&'$&"(#E,*67''7'#D+-#"775#$*#97#,7:&'75#$*#6*DE)-#P&$%#'I6%#)7(&')+$&*"#+"5#$%&'#6+"#&":*):7#,7:&7P&"(#%*P#5&(&$+)#+''7$'#+,7#6*DD7,6&+))-#7OE)*&$75@#

Recommended practices 07:7)*E#+#6)7+,#&"$7))76$I+)#E,*E7,$-#E*)&6-#6*:7,&"(#*P"7,'%&E#+"5#'%+,&"(#*8#5&(&$+)#+''7$'.#&"6)I5&"(#)&67"'&"(#6*"5&$&*"'#8*,#'%+,&"(#+"5#+$$,&9I$&*"#*8#D*,+)#+"5#*$%7,#,&(%$'@#


33

A'#E+,$#*8#$%7#&"5I6$&*"#*8#:*)I"$77,'#&"$*#+#5&(&$&'+$&*"#E,*L76$.#,7JI&,7#7+6%#:*)I"$77,#$*#+''&("#$*#$%7#&"'$&$I$&*"#*P"7,'%&E#*8#6*E-,&(%$#&"#$%7#5&(&$+)#+''7$'#$%7-#6,7+$7@#MI6%#+6$&*"#5*7'#"*$#P+&:7#*,#"7(+$7#$%7#D*,+)#,&(%$'#%7)5#9-#+#:*)I"$77,#&"#$%7#5&(&$+)#+''7$'#$%7-#6,7+$7@#

M%+,7#5&(&$+)#+''7$'#8,77)-.#E,787,+9)-#I'&"(#6,7+$&:7#6*DD*"'#)&67"67'.#"*$+9)-#CCKBl#;+"-#I'7#+))*P75#E,*:&575#$%7#'*I,67#&'#+6S"*P)75(75?@#2//#6,7+$&:76*DD*"'@*,(@+I#8*,#D*,7#&"8*,D+$&*"#*"#6,7+$&:7#6*DD*"'#)&67"'7'@#

cD975#+'#D7$+5+$+#P&$%&"#+#5&(&$+)#+''7$#$%7#&"$7))76$I+)#E,*E7,$-#,&(%$'.#&"6)I5&"(#D*,+)#,&(%$'#+$$,&9I$&*".#$*#7"'I,7#$%+$#$%7#,&(%$'#+66*DE+"-#+"#+''7$#P%7"#&$#&'#'%+,75#*,#5&'$,&9I$75#*I$'&57#+"#&"'$&$I$&*"@#

3.10 Maintaining the momentum 1"67#+#"7P#*,#7"%+"675#5&(&$&'+$&*"#E,*(,+D#&'#7'$+9)&'%75.#D+&"$+&"&"(#&$#6+"#97#6%+))7"(&"(.#7'E76&+))-#P%7"#,7'*I,67'#+,7#)&D&$75@#BI$#&8#$%7#+EE,*E,&+$7#D76%+"&'D'#+,7#7'$+9)&'%75#+'#E+,$#*8#$%7#E,*(,+D.#7(#+#6I)$I,7#6%+"(7#E,*(,+D.#5&(&$&'+$&*"#E)+"'.#D+&"$+&"&"(#$%7#5&(&$&'+$&*"#D*D7"$ID#'%*I)5#97#)7''#$,*I9)7'*D7@#

F%,77#&''I7'#&"#E+,$&6I)+,#D+-#+8876$#$%7#)*"(7:&$-#*8#+#5&(&$&'+$&*"#E,*(,+D_#

Q (7$$&"(#,7'*I,67'^'76$&*"#W@>Z@>#;EWW?#

Q 8775&"(#$%7#5&(&$&'+$&*"#E,*67''^'76$&*"#W@>Z@=#;EWW?#

Q 7D9755&"(#5&(&$&'+$&*"#&"#/9I'&"7''#+'#I'I+)4^'76$&*"#W@>Z@W#;EWX?@#

3.10.1 Getting resources !"+57JI+$7#,7'*I,67'#P+'#6&$75#&"#'76$&*"#W@=@W#;E=Y?#+'#+#,7+'*"#P%-#5&(&$&'+$&*"#6+"4$#97#5*"7@#<7'*I,67'#8*,#5&(&$&'+$&*"#P&))#+)P+-'#97#)&D&$75\#%7"67#$%7#"775#8*,#$%7#5&(&$&'+$&*"#'$,+$7(-#$*#97#P,&$$7"#+,*I"5#)&S7)-#+:+&)+9)7#,7'*I,67'@#A'#6&,6ID'$+"67'#6%+"(7#'*#$%7#'$,+$7(-#6+"#97#+D7"575#$*#,78)76$#$%*'7#6&,6ID'$+"67'@#

Recommended practices A667E$#$%+$#,7'*I,67'#P&))#97#)&D&$75#+"5#E)+"#$*#D+S7#$%7#97'$#I'7#*8#$%*'7#$%+$#+,7#+:+&)+9)7@#

C*"'&57,#I'&"(#:*)I"$77,'#+"5#6,*P5'*I,6&"(#$*#'IEE)7D7"$#+:+&)+9)7#,7'*I,67'^*//&'76$&*"#T#;EY=?@#

3.10.2 Feeding the digitisation process cOE7,&7"67#%+'#'%*P"#$%+$#7:7"#'D+))#'6+)7#5&(&$&'+$&*"#E,*L76$'#,7JI&,7#6*"'&57,+9)7#'IEE*,$#8,*D#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'.#E,&D+,&)-#&"#E,*:&5&"(#'E76&D7"'#8*,#5&(&$&'+$&*"#+"5#E,*67''&"(#$%7D#+8$7,#5&(&$&'+$&*"@##


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#

Recommended practices cDE)*-#+#5&(&$&'+$&*"#D+"+(7,#*,#*$%7,#+''&'$+"$#$*#P*,S#P&$%#6I,+$*,'#+"5#6*))76$&*"#D+"+(7,'#$*#,75I67#$%7#&DE+6$#*8#E,*:&5&"(#'E76&D7"'#8*,#5&(&$&'+$&*"@#

3.10.3 Digitisation as normal business 0&(&$&'&"(#)7(+6-#'E76&D7"'#;'76$&*"#W@X@=.#EW>?#P&$%*I$#7"'I,&"(#$%+$#"7P#'E76&D7"'#+,7#+)'*#5&(&$&'75#*")-#&"6,7+'7'#$%7#'&]7#*8#$%7#5&(&$&'+$&*"#9+6S)*(#+"5#D+S7'#$%7#5&(&$&'+$&*"#6%+))7"(7#7:7"#D*,7#*"7,*I'@#

Recommended practices <7:&'7#+667''&*"#E,*67''7'#$*#&"6)I57#5&(&$&'+$&*"#+6$&:&$&7'.#7(#$*#$+S&"(#D*,7#9I$#5&887,7"$#&D+(7'#$*#+:*&5#%+:&"(#$*#$+S7#'I6%#&D+(7'#)+$7,#+"5#,&'S#5+D+(7#$*#+#'E76&D7"#$%,*I(%#(,7+$7,#%+"5)&"(@#

C*"'&57,#7'$+9)&'%&"(#+#5&(&$&'+$&*"#E,*L76$#'E76&8&6+))-#$*#,7:&7P#+667''&*"#E,*67''7'#+"5#&57"$&8-#6%+"(7'#"77575#$*#'IEE*,$#+667''&*"K9+'75#5&(&$&'+$&*"@#

#

#

# #

D)&'*&5'..'?@1)&),&/*)'<+)/&I,3&<@?I&)'</&'*&0/Z@'0/5&*=/?'.'?+11Q&.,0&)I/&?@0+)',-&,.&*=/?'</-*&.,0&5'(')'*'-(&F/?+@*/&?@0+)',-&'*&+&-,0<+1&=+0)&,.&?,11/?)',-&<+-+(/</-)4&:I+)&'*&?1/+0&)I,@(I&'*&)I+)&+&5/5'?+)/5&0+='5&5'(')'*'-(&=0,R/?)&*I'.)*&)I/&=0',0')'/*&,.&?,11/?)',-&*)+..&,-),&?@0+)',-&,.&*=/?'</-*&)I+)&<+Q&,)I/03'*/&-,)&I+M/&F//-&'-&)I/'0&3,0J=1+-*4&[-1/**&/../?)'M/1Q&0/*,@0?/5&)I'*&?+-&1/+5&),&?,-.1'?)&,M/0&3,0J&=0',0')'/*&'-&)I/&?,11/?)',-4&

^<+E&5#0&(&$&'+$&*"#d,*L76$_#[&"+)#<7E*,$.#AI'$,+)&+"#3I'7ID.#=Z>>#


35

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#

#

Part 2 IMPLEMENTATION MATTERS

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4 Planning for digitisation .................................. 37

5 Organising digitisation ................................... 52


36

#


37

4 Planning for digitisation c'$+9)&'%&"(#+#5&(&$&'+$&*"#6+E+9&)&$-#97(&"'#P&$%#E)+""&"(^%*P7:7,#9,&78@#d)+""&"(#+6$&:&$&7'#+'#'%*P"#&"#[&(I,7#V#;E>T?#+,7_#

Q I"57,'$+"5&"(#$%7#6*))76$&*"^'76$&*"#X@>#;EWY?#

Q I"57,'$+"5&"(#$%7#I'7,'#+"5#I'7'#*8#5&(&$+)#+''7$'^'76$&*"#X@=#;EWT?#

Q 576&5&"(#P%+$#$*#5&(&$&'7^'76$&*"#X@W#;EXZ?#

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Q E,7E+,&"(#5&(&$&'+$&*"#E)+"'^'76$&*"#X@V#;EXf?#

Q ,7:&7P&"(#5&(&$&'+$&*"#+6$&:&$&7'^'76$&*"#X@Y#;EUZ?@#

F%7'7#+6$&:&$&7'#+,7#,7)7:+"$#$*#9*$%#$%7#6*DE,7%7"'&:7#+"5#N@*)&5,&')O#+EE,*+6%7'#;'76$&*"#W@X.#E=T?#$*#5&(&$&'+$&*"@#2*P7:7,.#$%7-#+,7#)&S7)-#$*#97#(&:7"#5&887,7"$#7DE%+'7'#&"#7+6%#+EE,*+6%.#7(#$%7#"767''&$-#$*#I"57,'$+"5#$%7#"+$I,7#*8#+#6*))76$&*"#&'#DI6%#(,7+$7,#8*,#+#6*DE,7%7"'&:7#+EE,*+6%#$%+"#&$#&'#8*,#N@*)&5,&')O.#(&:7"#$%7#9,*+57,#6*:7,+(7#*8#$%7#8*,D7,#+EE,*+6%@#

d+,$&6I)+,#97"78&$'#*8#E)+""&"(#5&(&$&'+$&*"#+,7#$%+$#&$#D&"&D&'7'#$%7#5IE)&6+$&*"#*8#788*,$#+6,*''#5&887,7"$#E+,$'#*8#+"#&"'$&$I$&*"\#+"5#+))*P'#7+,)-#6*"'&57,+$&*"#*8#&''I7'#$%+$#&"7:&$+9)-#+,&'7#5I,&"(#$%7#E,+6$&67#*8#5&(&$&'+$&*"#+"5#$%+$#6+"#&DE757#E,*(,7''#P%&)7#$%7-#+,7#97&"(#,7'*):75@##

G%&)7#$%7#'$,I6$I,7#*8#$%&'#'76$&*"#D+-#'I((7'$#$%+$#$%7#+6$&:&$&7'#D7"$&*"75#'%*I)5#*66I,#&"#$%7#'7JI7"67#&"#P%&6%#$%7-#+,7#5&'6I''75.#$%&'#&'#"*$#"767''+,&)-#$%7#97'$#P+-#$*#E,*6775.#7(#&"8*,D+$&*"#6*))76$&*"#+"5#+"+)-'&'#D+-#97#D*,7#+EE,*E,&+$7)-#6*"5I6$75#&"#E+,+))7)@##

Recommended practices C*"'&57,#7'$+9)&'%&"(#+#5&(&$&'+$&*"#P*,S&"(#(,*IE#$*#E)+"#$%7#5&(&$&'+$&*"#E,*(,+D@#!"5&6+$&:7#$7,D'#*8#,787,7"67#8*,#$%&'#P*,S&"(#(,*IE#+,7#(&:7"#&"#'76$&*"#>Z#;EYV?@#

!57+))-.#%+:7#$%7#5&(&$+)#6*))76$&*"'#D+"+(7,#)7+5#$%7#E)+""&"(#E,*67''@#

d)+"#N@*)&5,&')O#E,*(,+D'.#7:7"#&8#$%7#E)+""&"(#&'#D&"&D+)#+"5#%+'#)&D&$75#57$+&)75#+"+)-'&'@#2*P7:7,.#&8#$%7#'$,+$7(-#&'#$*#I'7#+#N@*)&5,&')O&E,*L76$#$*#&"8*,D#+#D*,7#6*DE,7%7"'&:7#+EE,*+6%.#7"'I,7#'I88&6&7"$#E)+""&"(#&'#5*"7#$*#&57"$&8-#$%7#&''I7'#$%+$#"775#$*#97#/$7'$754#5I,&"(#$%7#N@*)&5,&')O&E,*L76$;'?@#

4.1 Understanding the collection F*#(+&"#+#8I))#I"57,'$+"5&"(#*8#+#6*))76$&*"#*,#(,*IE#*8#6*))76$&*"'.#6*"'&57,#E7,8*,D&"(#+))#$%7#+6$&:&$&7'#&'#$%&'#'76$&*"@#

4.1.1 Collect background information `"57,'$+"5&"(#6I,,7"$#5&(&$&'+$&*"#+6$&:&$&7'#+"5#$%7#"+$I,7#*8#$%7#*9L76$'#$*#97#5&(&$&'75#&'#67"$,+)#$*#I"57,'$+"5&"(#$%7#5&(&$&'+$&*"#6%+))7"(7#8+6&"(#+"#&"'$&$I$&*"@#G&$%#$%&'#&"8*,D+$&*"#+"#78876$&:7#5&(&$&'+$&*"#E,*(,+D#6+"#97#57:7)*E75@#


38

Recommended practices C*"'&57,#6*))76$&"(#$%7#&"8*,D+$&*"#)&'$75#&"#'76$&*"#f#;EYX?@#

0*6ID7"$#$%7#&"8*,D+$&*"#6*))76$75@#

#

4.1.2 Analyse background information B+6S(,*I"5#&"8*,D+$&*"#&'#+"+)-'75#$*#+))*P#&"8*,D75#576&'&*"'#$*#97#D+57#+9*I$#%*P#+"#&"'$&$I$&*"#'%*I)5#+EE,*+6%#5&(&$&'+$&*"#&"#8I$I,7@#

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H,*IE#*9L76$'#&"$*#6+$7(*,&7'#+"5#I"57,'$+"5#$%7#5&(&$&'+$&*"#&''I7'#+''*6&+$75#P&$%#7+6%#6+$7(*,-@#

0*6ID7"$#8&"5&"('#&"#+#,7E*,$@#

#

4.2 Understanding the users and uses of digital assets `"57,'$+"5&"(#P%*#I'7'#+"#&"'$&$I$&*"4'#5&(&$+)#+''7$'#+"5#%*P#$%7-#P&))#I'7#$%7D#&'#7''7"$&+)#$*#I"57,'$+"5&"(#$%7#,7+)#:+)I7#*8#5&(&$&'+$&*"#+6$&:&$&7'@#`'7,'#D+-#97#&"$7,"+)^7(#6I,+$&*".#,7'7+,6%7,'^*,#7O$7,"+)#$*#+"#&"'$&$I$&*"^7(#E*)&6-#D+S7,'@#

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39

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#

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Figure 16 Digital asset value chain

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40

Box 7 Indicative characteristics of digital assets

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41

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42

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Figure 17 Inputs to the digitisation strategy

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45

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46

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48

#

4.5.5 Metadata standards 37$+5+$+#&'#I'75#$*#E,*:&57#&"8*,D+$&*"#+9*I$#+#5&(&$+)#+''7$#$*#8+6&)&$+$7#&$'#5&'6*:7,-#+"5#I"57,'$+"5#&$'#6*"$7O$@#F%,77#$-E7'#*8#D7$+5+$+#+,7#$-E&6+))-#I'75_#

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49

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#

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50

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51

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52

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53

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54

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55

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56

#

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" 2*P#P&))#$%7#7JI&ED7"$#97#D+&"$+&"75m#

" G%+$#$,+&"&"(#P&))#97#"77575#9-#$%7#I'7,'m#

" A,7#$%7#E,*E*'75#8+6&)&$&7'#+57JI+$7#8*,#$%7#7JI&ED7"$m#;<7D7D97,.#7(.#$%+$#6*E-#'$+"5'#$7"5#$*#97#$+))#;IE#$*#>@TD?#+"5#"775#+#'$,*"(.#'*)&5.#'$I,5-#9+'7\#nK,+-#+"5#*$%7,#,+5&+$&*"KE,*5I6&"(#7JI&ED7"$#"775'#'%&7)5&"(@?#


57

Recommended practices `'7#7O&'$&"(#$**)'#,+$%7,#$%+"#9I&)5#"7P#*"7'.#7'E76&+))-#P%7"#$%*'7#$**)'#+,7#57'&("75#+,*I"5#D7$+5+$+#+"5#5+$+#'$+"5+,5'@#

AI$*D+$7#$**)'#+'#DI6%#+'#E*''&9)7#$*#D&"&D&'7#I'7,#7,,*,@##

#

5.4 Preparing data storage F%,77#$-E7'#*8#5+$+#'$*,7#D+-#"775#$*#97#E,7E+,75_#

Q )*6+)#

Q +,6%&:7#

Q *E7,+$&*"+)@#

8-*0/#'$*,7'#+,7#'%*,$K$7,D#'$*,7'#I'75#$*#%*)5#$%7#5&(&$+)#+''7$'#P%7"#$%7-#+,7#8&,'$#6,7+$75.#+,7#+P+&$&"(#E*'$KE,*67''&"(#*,#+,7#97&"(#E*'$KE,*67''75@#F%7-#+,7#I'I+))-#+''*6&+$75#P&$%#E+,$&6I)+,#5&(&$&'+$&*"#*,#;D7$+?5+$+#7JI&ED7"$#+"5#D+-#"*$#97#*"#$%7#&"'$&$I$&*"+)#"7$P*,S.#7(#+#$7$%7,75#6+D7,+.#+#D7D*,-#6+,5#&"#+#5&(&$+)#$+E7#,76*,57,.#+#P*,S'$+$&*"#8*,#6+E$I,&"(#$,+"'6,&E$&*"'@#d,7E+,+$&*"#*8#$%7'7#'$*,7'#&'#I'I+))-#'$,+&(%$8*,P+,5#+"5#5*"7#+'#E+,$#*8#'7$$&"(#IE#$%7#5&(&$&'+$&*"#7JI&ED7"$@#

9"*2&3##'$*,7'#D+-#97#&"#$%7#"+$I,7#*8#+#,76*,5S77E&"(#&"8*,D+$&*"#'-'$7D#+"5#+,7#I'75#$*#%*)5#$%7#+,6%&:7#:7,'&*"#*8#+#5&(&$+)#+''7$@#MI6%#'-'$7D'#'%*I)5#+''I,7#$%7#)*"(K$7,D#E,7'7,:+$&*".#+667''&9&)&$-#+"5#+:+&)+9&)&$-#*8#5&(&$+)#+''7$'@#d,7E+,&"(#+,6%&:+)#'$*,+(7#&'#97'$#)78$#$*#!F#57E+,$D7"$'.#$%*I(%#$%7-#5*#"775#$*#S"*P#+"-#'E76&8&6#I'7,#,7JI&,7D7"$'.#'I6%#+'#9+6S#IE#+"5#D75&+#+"5#8&)7#8*,D+$#D&(,+$&*"@#

:.0 );<.%$"'(%)" G%+$#D7$+5+$+#+"5#5+$+#"775'#$*#97#6+E$I,75m#

" G%+$#'$+"5+,5'#+,7#$*#97#I'75m#

" G%7,7#5*7'#D7$+5+$+#"775#$*#97#)*5(75m#

" G%+$#$**)'#*,#'-'$7D'#7O&'$#$%+$#'%*I)5#97#I'75m#

" G%+$#+55&$&*"+)#$**)'#+,7#"77575m#

" G%*#P&))#57:7)*Eb+6JI&,7#$%7#+55&$&*"+)#$**)'m#

" 2*P#P&))#$%7-#97#D+&"$+&"75m#

" G%*#P&))#I'7#$%7Dm#

" 2*P#P&))#$%7-#97#I'75m#

" G%+$#$,+&"&"(#P&))#97#"77575#9-#$%7#$**)#I'7,'m#

" 2*P#P&))#$%7#$**)'#97#&"$7(,+$75#P&$%#*$%7,#&"8*,D+$&*"#'-'$7D'#+"5#5+$+#'$*,7'm#

" !8#+"#&"$7,D75&+$7#;D7$+?5+$+#'$*,7#&'#I'75.#%*P#P&))#$%7#5+$+#97#D*:75#&"$*#$%7#I)$&D+$7#5+$+#'$*,7m#

" G%+$#+,7#$%7#&DE)&6+$&*"'#8*,#5+$+#'$*,+(7m#


58

:!#"0%&-10/#'$*,7'#+,7#$%7#5+$+9+'7'.#8&)7#'%+,7'.#6*))76$&*"#D+"+(7D7"$#'-'$7D'#;C3M?#+"5#$%7#)&S7#I'75#7+6%#5+-#$*#'$*,7.#,7$,&7:7.#'%+,7.#D+"+(7#+"5#(7"7,+))-#D+&"$+&"#$%7#D+'$7,#+"5#*E7,+$&*"+)#:7,'&*"'#*8#5&(&$+)#+''7$'@#A(+&"@#E,7E+,+$&*"#&'#97'$#5*"7#9-#$%7#!F#57E+,$D7"$#&"#+66*,5+"67#P&$%#I'7,#,7JI&,7D7"$'@##

0&(&$+)#+''7$#D+"+(7D7"$#'-'$7D'#;0A3M?.#7(#[*$*G+,7.#I'I+))-#E,*:&57#9*$%#*E7,+$&*"+)#+"5#+,6%&:7#'$*,+(7@#

!"'$&$I$&*"+)#&"8*,D+$&*"#D+"+(7D7"$#E*)&6-#+"5#E,+6$&67'#D+-#E,*:&57#$%7#9I'&"7''#,I)7'#8*,#$%7'7#5+$+#'$*,7'.#7'E76&+))-#+,6%&:7#+"5#*E7,+$&*"+)#'$*,7'.#+"5#$%7&,#D+"+(7D7"$#+"5#D+&"$7"+"67@#

!"#+55&$&*"#$*#E%-'&6+))-#*9$+&"&"(#+"5#'7$$&"(#IE#$%7'7#'$*,7'.#'IEE)7D7"$+,-#'*8$P+,7#D+-#97#"77575.#7(#$*#6%76S#6%76S'ID'.#6*":7,$#8&)7#8*,D+$'#*,#9+6SIE#5+$+@#

Recommended practices c"'I,7#5+$+#'$*,7'#+,7#6+E+9)7#*8#%+"5)&"(#+))#$%7#$-E7'#+"5#JI+"$&$&7'#*8#5&(&$+)#+''7$'#7OE76$75#$*#97#E,*5I675_#+I5&*.#:&57*.#'$&))#5&(&$+)#&D+(7'.#'6+""75#5*6ID7"$'.#DI)$&D75&+@#

G%7"#57$7,D&"&"(#$%7#"775'#8*,#'$*,+(7.#,7D7D97,#$%+$.#8,*D#$%7#I'7,'4#E7,'E76$&:7.#$%7#5+$+9+'7#$76%"*)*(-#I'75#&'#)7''#&DE*,$+"$#$%+"#$%7#I'7,#&"$7,8+67#7DE)*-75#$*#+667''#+"5#D+"+(7#$%7#5&(&$+)#+''7$'@#

c"'I,7#+))#5+$+#'$*,7'#+,7#,7(I)+,)-#9+6S75#IE#P&$%#$%7#9+6SIE#,7(&D7#:+)&5+$75@#

0*#"*$#I'7#0j0'#+'#+"#+,6%&:+)#'$*,7\#$%7&,#)*"(7:&$-#&'#5*I9$8I)#+"5#$%7-#%+:7#,7)+$&:7)-#E**,#6+E+9&)&$-@#`'7#%+,5#5&'S'_#&"$7,"+).#7O$7,"+).#'$+"5#+)*"7.#"7$P*,S#+$$+6%75.#8&O75#*,#E*,$+9)7#+'#+EE,*E,&+$7@#

C*"'I)$#$%7#!F#57E+,$D7"$#P%7"#57'&("&"(#5+$+#'$*,7'#+"5#7"'I,7#$%7#'$*,7'#+,7#'IEE*,$75#9-#$%7#&"'$&$I$&*"@##


59

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5.5 Preparing quality assurance tools pI+)&$-#+''I,+"67#;pA?#$**)'#+,7#I'75#$*#7"'I,7#$%7#JI+)&$-#+"5#&"$7(,&$-#*8#5&(&$+)#+''7$'@#M*D7#$**)'#P&))#97#+I$*D+$&6#+"5#6*DEI$7,K9+'75#P%&)7#*$%7,'#P&))#97#D+"I+)#+"5#I'75#9-#$%*'7#5*&"(#$%7#5&(&$&'+$&*"#*,#I'&"(#$%7#5&(&$+)#+''7$@##

C%*&67#+"5#+EE)&6+$&*"#*8#pA#$**)'#&'#57$7,D&"75#9-#$%7#5+$+#JI+)&$-#,7(&D7#57:7)*E75#+'#E+,$#*8#$%7#5&(&$&'+$&*"#8,+D7P*,S#;'76$&*"#X@U@W.#EXU?@#

A"#&DE*,$+"$#pA#$**)#&'#I'7,#87759+6S@#

Recommended practices c'$+9)&'%#+#D76%+"&'D#8*,#I'7,'#*8#5&(&$+)#+''7$'#$*#6*DD7"$#*"#$%7#JI+)&$-#*8#$%7#+''7$'#$%7-#I'7@#

AI$*D+$7#$**)'#+'#DI6%#+'#E*''&9)7@#

`'7#A$)+'#E,*:&575#$**)'#P%7,7:7,#E*''&9)7@#

:.0 );<.%$"'(%)" M%*I)5#5&(&$+)#+''7$'#97#%7)5#&"#+#C3M#*,#+#0A3Mm#

" 2*P#P&))#5&(&$+)#+''7$'#&"#+#0A3M#97#)&"S75#P&$%#+''*6&+$75#,76*,5'#%7)5#&"#+#C3Mm#

" 2*P#P&))#$%7#+''7$'#D*:7#8,*D#*"7#'$*,7#$Z#+"*$%7,.#7(#)*6+)#$*#+,6%&:7m#

" G%+$#&'#+"#+EE,*E,&+$7#'$*,+(7#$76%"*)*(-#8*,#7+6%#'$*,7_#6*"'ID7,#(,+57#"7$P*,S#+$$+6%75#'$*,7.#7O$7,"+)#%+,5#5&'S.#7"$7,E,&'7#<A!0.#*$%7,m#

" G%&6%#'$*,7'#"775#$*#97#"7$P*,S75m#

" G%*#'%*I)5#%+:7#+667''#$*#7+6%#'$*,7m#

" G%+$#6*"'$,+&"$'#+EE)-.#7(#"7$P*,S#9+"5P&5$%.#"*#+,6%&:7#6+E+9&)&$-m#

" 2*P#DI6%#'$*,+(7#*8#+))#$-E7'#&'#)&S7)-#$*#97#"77575#8*,#$%7#E,*L76$#+"5#&"$*#$%7#8I$I,7m#<7D7D97,#$%+$#9+6SIE'#,7JI&,7#'$*,+(7#+'#P7)).#E*''&9)-#&"#7O67''#*8#8&:7#$&D7'#$%+$#*8#$%7#E,&D+,-#'$*,7'.#57E7"5&"(#*"#$%7#9+6SIE#+"5#+,6%&:&"(#,7(&D7'#I'75@#

" G%+$#9+6SIE#+,,+"(7D7"$'#+,7#&"#E)+67m#A,7#$%7-#+57JI+$7m#

" 2*P#5*7'#7+6%#'$*,7#&"$7(,+$7#P&$%#*$%7,#5+$+#'$*,7'#+"5#&"8*,D+$&*"#'-'$7D'.#7(#$%7#*E7,+$&*"+)#'$*,7#D+-#+)'*#97#I'75#$*#EI9)&'%#&D+(7'#*"#$%7#&"$7,"7$m#


60

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5.6 Preparing sharing tools 0+$+#'%+,&"(#+,,+"(7D7"$'#+,7#57$+&)75#&"#$%7#5+$+#'%+,&"(#E)+"#;'76$&*"#X@V.#EXf?#+"5#+,7#$&(%$)-#)&"S75#P&$%#$%7#D7$+5+$+#"77575#$*#8+6&)&$+$7#'%+,&"(#;'76$&*"'#X@U@U.#EXT#+"5#U@W.#EUV?@#

!"#$%7#D+&".#5+$+#'%+,&"(#$**)'#P&))#97#I'75#9-#$%7#!F#+"5#&"8*,D+$&6'#57E+,$D7"$'#+"5#$%7'7#*,(+"&'+$&*"'#'%*I)5#97#,7'E*"'&9)7#8*,#$%7&,#578&"&$&*".#+6JI&'&$&*"#+"5#&DE)7D7"$+$&*".#9+'75#*"#$%7#5+$+#'%+,&"(#E)+"#+"5#'IEE)7D7"$+,-#I'7,#"775'#+"+)-'7'@#

Recommended practices AI$*D+$7#'%+,&"(#+'#DI6%#+'#E*''&9)7@#

`'7#'%+,&"(#$**)'#57:7)*E75#9-#$%7#A$)+'#*,#HB![#P%7,7:7,#E*''&9)7@#

#

5.7 Preparing exploitation tools d)+"'#8*,#5+$+#7OE)*&$+$&*"#P7,7#57:7)*E75#&"#'76$&*"#X@V#;EXf?#+"5#$**)'#+,7#,7JI&,75#$*#&DE)7D7"$#$%7'7#E)+"'@#

Recommended practices `'7#7O&'$&"(#$**)'#P%7,7#E*''&9)7#$%*I(%#"7P#*,#IE(,+575#$**)'#+,7#)&S7)-#$*#97#"77575@#

:.0 );<.%$"'(%)" G%*#&'#,7'E*"'&9)7#8*,#pAm#

" 2*P#6+"#$%7#JI+)&$-#,7(&D7#97#*E7,+$&*"+)&'75m#

" G%*#P&))#57:7)*Eb+6JI&,7#$%7#$**)'m#

" 2*P#P&))#$%7-#97#D+&"$+&"75m#

" G%*#P&))#I'7#$%7Dm#

" 2*P#P&))#$%7#$**)'#97#&"$7(,+$75#P&$%#$%7#C3M#+"5#*$%7,#5+$+#'$*,7'm#

" G%+$#$,+&"&"(#P&))#97#"77575#9-#$%7#$**)#I'7,'m#

" 2*P#&'#I'7,#87759+6S#57+)$#P&$%m#

:.0 );<.%$"'(%)" G%+$#5&(&$+)#+''7$'#P&))#97#'%+,75m#G&$%#P%*Dm#

" 2*P#P&))#$%7#5&(&$+)#+''7$'#97#'%+,75m#

" G%*#P&))#57:7)*Eb+6JI&,7#$%7#$**)'m#

" 2*P#P&))#$%7-#97#D+&"$+&"75m#

" G%*#P&))#I'7#$%7Dm#

" 2*P#P&))#$%7#$**)'#97#&"$7(,+$75#P&$%#$%7#C3M#+"5#*$%7,#5+$+#'$*,7'm#

" G%+$#$,+&"&"(#P&))#97#"77575#9-#$%7#$**)#I'7,'m#


61

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5.8 Recruiting and training staff/volunteers c8876$&:7#+"5#788&6&7"$#5&(&$&'+$&*"#,7JI&,7'#'S&))75#E7*E)7#+)*"(#P&$%#$%7#6*,,76$#7JI&ED7"$@#07E7"5&"(#*"#$%7#"+$I,7#*8#$%7#5&(&$&'+$&*"#E,*L76$.#:*)I"$77,'#+"5b*,#*$%7,#'E76&+)&'$'#P&))#97#"77575#+"5#I'75#&"#5&887,7"$#P+-'#+"5#8*,#5&887,7"$#$+'S'@#

j*)I"$77,'#6+"#97#,76,I&$75#5&,76$)-#*,#7"(+(75#$%,*I(%#6,*P5'*I,6&"(#*:7,#$%7#&"$7,"7$.#7(#+'#&"#$%7#A$)+'4'#:*)I"$77,#E*,$+)#;:*)I"$77,@+)+@*,(@+Ib?@#0&,76$)-#,76,I&$75#:*)I"$77,'#'%*I)5#,767&:7#'*D7#$,+&"&"(#&"#%+"5)&"(#*9L76$'#+"5#+,$78+6$'.#I'&"(#$%7#5&(&$&'+$&*"#7JI&ED7"$#+"5#*$%7,#$**)'#$%+$#+,7#E+,$#*8#$%7#E,*L76$@#j*)I"$77,#7"(+(7D7"$#$%,*I(%#6,*P5'*I,6&"(#6+""*$#E,*:&57#&"5&:&5I+)#$,+&"&"(#I")7''#$%+$#$,+&"&"(#&'#+)'*#57)&:7,75#*:7,#$%7#&"$7,"7$@#

Recommended practices `'7#6,*P5'*I,675#:*)I"$77,'#'$,+$7(&6+))-#+"5#6+,78I))-#D+"+(7#$%7D#;'77#'76$&*"#T.#EY=?@#

A'#"767''+,-#$*#&DE,*:7#5&(&$&'+$&*"#D+$I,&$-#;'76$&*"#=@U.#E>V?.#,76,I&$#'E76&+)&'$'#&"#5&887,7"$#+'E76$'#*8#5&(&$&'+$&*".#5&(&$+)#E,7'7,:+$&*"#+"5#D+"+(7D7"$#*8#5&(&$+)#6*))76$&*"'@#

H&:7#:*)I"$77,'#&"$7,7'$&"(#$+'S'.#P&$%#$%7#P*,S#+,,+"(75#&"788&6&7"$)-#&8#"767''+,-#$*#+))*P#$%7D#$*#,7D+&"#&"$7,7'$75@#/G%*)7#L*9'4#+,7#97'$@#

07:7)*E#$,+&"&"(#D+$7,&+)'#8*,#:*)I"$77,'@#[*,#7O+DE)7_#

Q C&;@'5/&),&#+-51'-(&+-5&!'(')'*'-(&C0?I'M+1&$+)/0'+1%&74&B/('*)/0*#;<787,7"67#W?#

Q !'(')'*+)',-&f,1@-)//0&#+-5F,,J#;<787,7"67#=?#

:.0 );<.%$"'(%)" G%+$#+''7$'#+,7#$*#97#7OE)*&$75m#

" 2*P#+,7#$%7-#$*#97#7OE)*&$75m#

" G%+$#"7P#5+$+#P&))#97#E,*5I675m#

" 2*P#P&))#$%7#"7P#5+$+#97#6+E$I,75#+"5#D+"+(75m#

" G%*#P&))#I'7#$%7'7#$**)'m#

" 2*P#P&))#$%7#$**)'#97#&"$7(,+$75#P&$%#$%7#C3M#+"5#*$%7,#5+$+#'$*,7'm#

" G%+$#$,+&"&"(#P&))#97#"77575#9-#$%7#$**)#I'7,'m#


62

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5.9 Developing procedures A))#$%7#P*,S#$%I'#8+,#976*D7'#6*"'*)&5+$75#+"5#5*6ID7"$75#&"#E,*675I,7'.#P*,S#E,+6$&67'#+"5#P*,S8)*P'#+"5#$%7'7#976*D7#$%7#9+'&'#*8#$,+&"&"(#8*,#$%*'7#&":*):75#P&$%#5&(&$&'+$&*"@#

Recommended practices 2+:7#+$#)7+'$#5,+8$#:7,'&*"'#*8#E,*675I,7'#+:+&)+9)7#978*,7#7"(+(&"(#:*)I"$77,'b'$+88#$*#6*"5I6$#5&(&$&'+$&*"@#MI((7'$75#$*E&6'#8*,#E,*675I,7'#+,7#)&'$75#&"#'76$&*"#>X#;ETU?@#

C*"'&57,#E,*5I6&"(#DI)$&D75&+#57D*"'$,+$&*"'#+'#P7))#+'.#*,#&"'$7+5#*8.#P,&$$7"#E,*675I,7'@#

F,&+)#+))#E,*675I,7'#$*#7"'I,7#$%7-#P*,S#978*,7#8&"+)&'&"(#$%7D@#

<7:&7P#+"5#IE5+$7#E,*675I,7'#8,*D#$&D7#$*#$&D7@#

cO+DE)7'#*8#E,*675I,7'_#

Q C&;@'5/&),&#+-51'-(&+-5&!'(')'*'-(&C0?I'M+1&$+)/0'+1%&74&B/('*)/0*#;<787,7"67#W?#

Q !'(')'*+)',-&f,1@-)//0&#+-5F,,J#;<787,7"67#=?#

Q C&;@'5/&),&#+-51'-(&+-5&!'(')'*'-(&2=/?'</-*#;<787,7"67#X?#

Q !'(')'*+)',-&K0,R/?)&\H77&K0,?/5@0/*&$+-@+1#;<787,7"67#W>?#

Q !'(')'*+)',-&K0,R/?)&\H77&K0,?/5@0/*&$+-@+1&2@==1/</-)%&$+?0,=I,),(0+=IQ#;<787,7"67#W=?#

Q !'(')'*+)',-&K0,R/?)&\H77&K0,?/5@0/*&$+-@+1&2@==1/</-)%&K,*)&K0,?/**'-(&D<+(/*&AKI,),*I,=Y#;<787,7"67#WW?#

:.0 );<.%$"'(%)" G%+$#;+55&$&*"+)?#E7*E)7#+,7#"77575#8*,#$%7#E,*L76$m#

" G%+$#'S&))'#+,7#"77575m#

" M%*I)5#:*)I"$77,'#97#I'75m#1")&"7m#G&$%&"#$%7#&"'$&$I$&*"m#

" 2*P#P&))#$%7-#97#,76,I&$75m#

" 2*P#P&))#$%7-#97#D+"+(75#+"5#'IEE*,$75m#

" 2*P#P&))#$%7-#97#$,+&"75m#

" G%+$#$,+&"&"(#D+$7,&+)#&'#"77575m#


63

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# #

:.0 );<.%$"'(%)" G%+$#E,*675I,7'#+,7#,7JI&,75m#

" 2*P#+,7#$%7-#97'$#E,7'7"$75m#

" G%*#'%*I)5#E,7E+,7#$%7Dm#

" 2*P#P&))#$%7-#97#$,&+))75m#

" G%+$#$,+&"&"(#&'#,7JI&,75#$*#'IEE*,$#$%7Dm#

" 2*P#*8$7"#'%*I)5#$%7-#97#,7:&'75m#

" G%*#P&))#+EE,*:7#$%7Dm#


64

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+ +


65

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#

#

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Part 3 ANNEXES

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6 Annex: Digitisation Maturity Model ............ 67

7 Annex: Suggested duties for a digital collections manager ................................... 71

8 Annex: On using volunteers ........................ 72

9 Annex: Suggested background information to be collected ............................................ 74

10 Annex: Digitisation working group terms of reference ...................................................... 76

11 Annex: Digitisation standards ..................... 76

12 Annex: Digitisation resources to be funded82

13 Annex: Terms of reference for a digitisation project manager .......................................... 83

14 Annex: Suggested procedures ................... 85

15 Annex: Bibliography ..................................... 86


66

##


67

6 Annex: Digitisation Maturity Model F+9)7#>#;EVT?#)&'$'#$%7#6%+,+6$7,&'$&6'#*8#7+6%#*8#$%7#'&O#D+$I,&$-#)7:7)'#8*,#7+6%#*8#$%7#'&O#6*,7#5&(&$&'+$&*"#+6$&:&$&7'@#

A"#&"'$&$I$&*"4'#5&(&$&'+$&*"#D+$I,&$-#&'#+''7''75#9-#&57"$&8-&"(#;8,*D#$%7#$+9)7?#$%7#)7:7)#*8#D+$I,&$-#$%+$#97'$#6%+,+6$7,&'7'#$%7#&"'$&$I$&*"4'#97%+:&*I,#&"#7+6%#6*,7#+6$&:&$-@#!$#&'#)&S7)-#$%+$#+"#&"'$&$I$&*"#P&))#%+:7#5&887,7"$#)7:7)'#*8#D+$I,&$-#8*,#7+6%#+6$&:&$-#'*#$%+$#+#'&"()7#D+$I,&$-#)7:7)#6+""*$#97#57$7,D&"75@#

G%7,7#$%7#5&'E+,&$-#&"#D+$I,&$-#+6,*''#+6$&:&$&7'#&'#)+,(7.#+"#&"'$&$I$&*"#'%*I)5#8*6I'#*"#&DE,*:&"(#&$'#E7,8*,D+"67#;D+$I,&$-?#+(+&"'$#$%7#)7+'$#D+$I,7#+6$&:&$-@#MD+))#5&'E+,&$&7'#D+-#*,#D+-#"*$#,7JI&,7#+$$7"$&*".#57E7"5&"(#*"#8+6$*,'#'I6%#+'#$%7_#

Q 57'&,75#)7:7)#*8#D+$I,&$-^&$#&'#"*$#"767''+,-#8*,#+"#&"'$&$I$&*"#$*#+6%&7:7#+"-#E+,$&6I)+,#)7:7)#*8#D+$I,&$-\#D+$I,&$-#&'#'$,+$7(&6#576&'&*"#

Q 6*,7#+6$&:&$&7'#&":*):75^97&"(#5&'6,7E+"$#&"#*"7#*,#$P*#+,7+'#D+-#%+:7#)&$$)7#+5:7,'7#&DE+6$#*"#5&(&$&'+$&*"@#

!DE,*:&"(#D+$I,&$-#&":*):7'#+5*E$&"(#$%7#97%+:&*I,#*8#$%7#"7O$#)7:7)@#

Recommended practices !8#E*''&9)7.#8*6I'#*"#&DE,*:&"(#(*:7,"+"67#+'#+"#78876$&:7#(*:7,"+"67#,7(&D7#6+"#5,&:7#&DE,*:7D7"$'#&"#$%7#*$%7,#+6$&:&$&7'@#

C*"'&57,#&"6)I5&"(#D+$I,&$-#&DE,*:7D7"$'#&"#5&(&$&'+$&*"#'$,+$7(&7'#+"5#E)+"'@#

F,7+$#D+$I,&$-#+'#&8#&$#P7,7#LI'$#+"*$%7,#&"'$&$I$&*"+)#8I"6$&*"#+"5#D+"+(7#&$#+66*,5&"()-@#

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:.0 );<.%$"'(%)" G%+$#)7:7)#*8#D+$I,&$-#&'#+EE,*E,&+$7#8*,#-*I,#&"'$&$I$&*"m#

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68

Table 1 Digitisation maturity characteristics

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• #$0(1(02-3'"6-$-:*")7*(,"&8$"

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0-)-"-'",*<2*')*0"

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$**0*0"./"-$"

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)*%7$&3&:/"('"-)"

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69

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3($E'")&",*3-)*0"

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• O-)-.-'($:"*6.*00*0"($"

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70

!"#"$%

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.)/,01%2,1,+)$% 3)+)4)5,01%% .)0)1,01%2)+)% 67)(,01%2)+)% 85,01%+"*70'$'1-% 9'#"(0,01%2,1,+,5)+,'0%%

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• Q33"%&$1*,)*,"')-55"'2()-.3/"),-($*0"

• U2-3()/"%&$),&3"

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• 9*:23-,",*1(*8'"

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• Q2)&6-)*0"

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0-)-"2$0*,')&&0"

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+,&%*02,*'"

6&$()&,*0"

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,*:(6*"

• O(:()('-)(&$"'),-)*:/"-$0"

+&3(%/",*:23-,3/"

,*1(*8*0"

W--3(-56)-0$$,-$75"4&$)($2&2'"

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4&$1*,)*,'"-%)(1*3/"

'**E($:".*))*,"8-/'"

)&"0&"%&$1*,'(&$'"

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'**E($:".*))*,"8-/'"

)&"0&"0-)-.-'($:"

O(:()('*0"0-)-"

6-$-:*0"-'"-"

'),-)*:(%"-''*)"

C*8"&++&,)2$()(*'"

'&2:7)"5&,"'7-,($:"

9*:23-,")*%7$&3&:/"

,*1(*8'")&"(0*$)(5/"

+&)*$)(-33/"2'*523"

$*8")*%7$&3&:(*'"

• #$0(1(02-3'"+,&+&'*"%7-$:*'"

)&"+,&%*02,*'"

-$0":&1*,$-$%*"

,*:(6*"

• N2++&,)"-$0"#J"'/')*6'"

&+)(6('*0")&"

'2++&,)"8&,E"

+,-%)(%*'"


71

7 Annex: Suggested duties for a digital collections manager Duties !"#$%&'&()*$+,**#+(&,-.$/)-)'#0$1&**2$

3 /)-)'#$("#$+,**#+(&,-4.5$,6$%&'&()*$)..#(.$

3 %#7#*,8$)-%$/)&-()&-$("#$',7#0-)-+#$0#'&/#$6,0$%&'&(&.)(&,-9$&-+*:%&-'$("#$%&'&(&.)(&,-$.(0)(#';$)-%$8,*&+;9$("#$%&'&()*$+,**#+(&,-$%#7#*,8/#-($8*)-9$("#$%)()$<:)*&(;$0#'&/#$4).$&($0#*)(#.$(,$%&'&()*$)..#(.59$("#$%)()$.")0&-'$8*)-$46,0$%&'&()*$)..#(.59$("#$%)()$#=8*,&()(&,-$8*)-$)-%$("#$(#+"-,*,';$/)-)'#/#-($8*)-$

3 #.()>*&."$%&'&(&.)(&,-$80,?#+(.$(,$/##($("#$,>?#+(&7#.$,6$("#$%&'&(&.)(&,-$.(0)(#';$

3 ,7#0.##$%&'&(&.)(&,-$)+(&7&(&#.$)-%$%&'&(&.)(&,-$80,?#+(.$

3 8)0(&+&8)(#$&-$)+<:&.&(&,-.$,6$(#+"-,*,';$.,*:(&,-.$6,0$%&'&(&.)(&,-$(,$#-.:0#$("#$80,8,.#%$.,*:(&,-.$)0#$+,-.&.(#-($1&("$%&'&(&.)(&,-$.()-%)0%.$)-%$("#$%&'&(&.)(&,-$.(0)(#';$

3 *&)&.#$1&("$("#$@!$%#8)0(/#-($(,$#-.:0#$("#$*,-'A(#0/$7&)>&*&(;9$)++#..&>&*&(;$)-%$)7)&*)>&*&(;$,6$%&'&()*$)..#(.B$)%7&.#$,-$.(,0)'#$)-%$)++#..$-##%.$6,0$%&'&()*$)..#(.$

3 /,-&(,0$%#7#*,8/#-(.$&-$%&'&(&.)(&,-$)-%$&-&(&)(#$80,?#+(.$(,$+)8&()*&.#$,-$)88*&+)>*#$%#7#*,8/#-(.$

3 %#7#*,8$)-%$*#)%$)+(&7&(&#.$&-(#-%#%$(,$&/80,7#$("#$%&'&(&.)(&,-$/)(:0&(;$,6$("#$&-.(&(:(&,-9$&-+*:%&-'$0#6&-#/#-($,6$%&'&(&.)(&,-$1,0C$80,+#..#.$)-%$)%,8(&,-$,6$-#1$(#+"-,*,'&#.$$

3 %#7#*,8$)-%$/)&-()&-$)$80,'0)/$,6$1,0C$(,$&/80,7#$%&'&(&.)(&,-$

3 +,-.:*($1&("$,("#0$+,**#+(&,-$/)-)'#0.9$+:0)(,0.$)-%$0#.#)0+"#0.$,-$%&'&(&.)(&,-$&..:#.$0#*#7)-($(,$("#&0$)+(&7&(&#.D$

Experience @%#)**;$("#$%&'&()*$+,**#+(&,-.$/)-)'#0$1&**$>#$#=8#0&#-+#%$&-$)**$).8#+(.$,6$%&'&(&.)(&,-$)-%$("#$/)-)'#/#-($,6$%&'&()*$)..#(.D$E,/#$:-%#0.()-%&-'$-)(:0)*$"&.(,0;$+,**#+(&,-.$,0$>&,%&7#0.&(;$1,:*%$>#$>#-#6&+&)*D$

$

$

$ $

!"# $%&"'()*+'$! F",$,6$("#$#=&.(&-'$.()66$&.$>#.($8*)+#%$(,$)..:/#$("#$0,*#$,6$%&'&()*$

+,**#+(&,-.$/)-)'#09$&6$)$-#1$8,.&(&,-$+)--,($>#$+0#)(#%G$! H,#.$("#$%&'&()*$+,**#+(&,-.$/)-)'#0$8,.&(&,-$-##%$(,$>#$6:**A(&/#G$


72

8 Annex: On using volunteers H:0&-'$IJKK$("#$E,:("$L:.(0)*&)-$M:.#:/$4ELML5$)-%$L:.(0)*&)-$M:.#:/$4LM5$1,0C#%$

1&("$(#)/.$,6$7,*:-(##0.$(,$%&'&(&.#$8,0(&,-.$,6$("#&0$&-.#+($+,**#+(&,-.D$N0,?#+(.$1#0#$

&-(#-%#%$(,2$

3 &-+0#).#$("#$&-.(&(:(&,-O.$:-%#0.()-%&-'$,6$("#$&..:#.$&-7,*7#%$&-$:.&-'$7,*:-(##0.$&-$

%&'&(&.)(&,-$80,?#+(.$

3 %&'&(&.#$(;8#$.8#+&/#-.$4ELML59$)-%$&/)'#$.8#+&/#-.$)-%$("#&0$*)>#*.$4LM5$6,0$

(0)-.+0&8(&,-$,-$("#$L(*).O.$7,*:-(##0$8,0()*$47,*:-(##0D)*)D,0'D):5D$

P,("$80,?#+(.$%#/,-.(0)(#%$("#$7)*:#$,6$:.&-'$7,*:-(##0.$&-$Just do it! digitisation projects. In particular:

3 &-$ELML9$KQ$7,*:-(##0.$+)8(:0#%$)>,:($IIJJ$"&'"$0#.,*:(&,-9$6,+:.$.()+C#%9$8,.(A

80,+#..#%$&/)'#.$)-%$+0#)(#%$)0,:-%$QJJ$-#1$%)()>).#$0#+,0%.$&-$)>,:($KIJJ$",:0.$

3 &-$LM9$QJ$7,*:-(##0.$8",(,'0)8"#%$IJ$QIR$.8#+&/#-.$)-%$("#&0$*)>#*.$&-$)0,:-%$KSTI$

",:0.D$

$

$

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

C$&%F)+D.&61&%')6%&E@&3"&)*&%1'#$&3&6%#$3+21$%#$&(&%@3+A&*#(%$'(%@3+0&)%")0'.2'7.&%,+3%@.'))")1%,2#23&%6"1"#"('#"+)%'*#"0"#"&(%')6%D"..%"),+3>%6"1"#'.%">'1")1%(#3'#&1"&(%D&..%")#+%#$&%,2#23&M%

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73

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UL*#=&.$!&-%)**9$H&'&(&.)(&,-$N0,?#+($M)-)'#09$E,:("$L:.(0)*&)-$M:.#:/$


74

9 Annex: Suggested background information to be collected X,-.&%#0$+,**#+(&-'$("#$6,**,1&-'$&-6,0/)(&,-$(,$>#((#0$:-%#0.()-%$("#$-)(:0#$)-%$+,-(#=($

,6$("#$+,**#+(&,-$)-%$;,:0$&-.(&(:(&,-2$

Documents 3 +,**#+(&,-$.(0)(#';Y8,*&+;$

3 &-6,0/)(&,-$/)-)'#/#-($8,*&+;$

3 %)()$/)-)'#/#-($8*)-.9$8,*&+&#.$#(+$

3 <:)*&(;$)..:0)-+#$)00)-'#/#-(.$

3 %&'&(&.)(&,-$80,+#%:0#.$46,0/)*$,0$&-6,0/)*5$:.#%$

3 %&'&(&.)(&,-$.()-%)0%.$:.#%$

3 /#()%)()$.()-%)0%.$:.#%$

3 ,("#0$%&'&(&.)(&,-A0#*)(#%$/)((#0.$

Details of current digitisation activities 3 1")($&.$>#&-'$%,-#$4%&'&(&.)(&,-$).$-,0/)*$>:.&-#..$)-%$).$80,?#+(.5$

3 1",$&.$&-7,*7#%$

3 0,*#.$)-%$0#.8,-.&>&*&(&#.$

3 ,>?#+(&7#.$,6$%&'&(&.)(&,-$)+(&7&(&#.$

Details of digitisation technologies used 3 (#+"-,*,'&#.$:.#%$

3 :.#0.$

3 /)-)'#/#-($)00)-'#/#-(.$

3 +)8)>&*&(&#.$

3 .()-%)0%.$:.#%9$&-+*:%&-'$/#()%)()$.+"#/)$

3 ("#&0$+,-%&(&,-$

Details of current digital assets 3 -:/>#0.$

3 (;8#.$4(&&$P,=$I9$8IK5$

3 .(,0)'#$)00)-'#/#-(.$

3 .(,0)'#$.8)+#$4&-$>;(#.5$

3 ,1-#0."&8$)-%$+,-(0,*$)00)-'#/#-(.$

3 /)-)'#/#-($)00)-'#/#-(.$

3 :.#0.$)-%$:.#.$4(&&$'.(+$.#+(&,-$ZDI9$8[R5$

3 1",$%&'&(&.#%$("#/$

3 ("#&0$+,-%&(&,-$


75

3 #=8#0(&.#$&-$%&'&(&.)(&,-$)7)&*)>*#$1&("&-$("#$&-.(&(:(&,-$

3 .")0&-'$)00)-'#/#-(.$

3 &-6,0/)(&,-$.;.(#/.$4,0$%)()>).#.5$:.#%$(,$)++#..9$/)-)'#$)-%$.")0#$("#$)..#(.$

Details of objects in the collection 3 +)(#',0&#.$,6$,>?#+(.$4(&&$P,=$[9$8IK5$

3 -:/>#0$&-$#)+"$+)(#',0;$

3 -:/>#0$480,8,0(&,-5$%&'&(&.#%$).$&/)'#.$)-%Y,0$0#'&.(#0#%$&-$)$%)()>).#$

3 .(,0)'#$)00)-'#/#-(.$

3 +,-%&(&,-$,6$,>?#+(.$

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3 8,(#-(&)*$.()-%)0%.$6,0$/#()%)()9$%&'&(&.)(&,-$#(+$

3 )-;("&-'$#*.#$0#*#7)-($(,$%&'&(&.)(&,-$

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76

10 Annex: Digitisation working group terms of reference F"#-$8*)--&-'$,0$0#7&#1&-'$%&'&(&.)(&,-$)+(&7&(&#.9$("#$%&'&()*$+,**#+(&,-.$/)-)'#0$.",:*%$>#$

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0#*)(&7#*;$&-6,0/)**;9$).$)880,80&)(#$(,$("#$+:*(:0#$,6$("#$&-.(&(:(&,-D$

Terms of reference !"#$%&'&(&.)(&,-$1,0C&-'$'0,:8$1&**2$

3 )%7&.#$("#$%&'&()*$+,**#+(&,-.$/)-)'#0$,-$%&'&(&.)(&,-$/)((#0.$

3 )..&.($("#$%&'&()*$+,**#+(&,-.$/)-)'#0$%#7#*,8$("#$%&'&(&.)(&,-$/)-)'#/#-($60)/#1,0C$

3 +,-%:+($0#.#)0+"$&-(,$%&'&(&.)(&,-$/)((#0.$).$)'0##%$1&("$("#$%&'&()*$+,**#+(&,-.$/)-)'#0$

3 +,-.:*($.()C#",*%#0.$&-$0#*)(&,-$(,$%&'&(&.)(&,-$/)((#0.$

3 %#7#*,8$)-%$/)&-()&-$)-$)--:)*$1,0C$8*)-$.:88,0(&-'$&(.$)+(&7&(&#.D$$

Membership !"#$HF]$+,-.&.(.$,69$)($*#).(2$

3 ("#$%&'&()*$+,**#+(&,-.$/)-)'#0$4X")&05$

3 )$0#80#.#-()(&7#$+:0)(,0$,0$+,**#+(&,-$/)-)'#0U(,$#-.:0#$("#$-##%.$)-%$#=8#0&#-+#$,6$

,("#0$+,**#+(&,-$/)-)'#0.$)-%$+:0)(,0.$)0#$+,-.&%#0#%$

3 )$%&'&()*$&/)'&-'$#=8#0(^9$#'$&-A",:.#$8",(,'0)8"#09$#=(#0-)*$)%7&.#0U(,$80,7&%#$#=8#0($

&/)'&-'$)%7&+#$)-%$':&%)-+#$

3 )$0#80#.#-()(&7#$0#.#)0+"#0U(,$#-.:0#$("#$-##%.$)-%$#=8#0&#-+#$,6$0#.#)0+"#0.$)0#$

+,-.&%#0#%$

3 )($*#).($,-#$4(#+"-&+)*5$8#0.,-$1",$%,#.$%&'&(&.)(&,-U(,$#-.:0#$("#$-##%.$)-%$

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77

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78

11 Annex: Digitisation standards !)>*#$I$48TR5$*&.(.$("#$80#6#00#%$.()-%)0%.$(,$>#$:.#%$1"#-$+0#)(&-'$%&'&()*$)..#(.D$!"#;$

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KMP$

3 %&'&(&.)(&,-$(#+"-,*,';$:.#%9$#'$X!$.+)--#0.9$/&+0,.+,8#$&/)'#0.$)-%$%&'&()*$bA0);$

/)+"&-#.$,6(#-$:.#$80,80&#()0;$6,0/)(.$)-%$0#.,*:(&,-.$(")($)0#$%&66&+:*($(,$7)0;D$

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)..#(2$

3 )-$)0+"&7#$7#0.&,-U("#$c(0:#O$7#0.&,-$,6$("#$)..#($60,/$1"&+"$)**$%#0&7)(&7#.$)0#$/)%#D$

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3 )$/).(#0$7#0.&,-U)$+,8;$,6$("#$)0+"&7#$7#0.&,-$1&%#*;$)++#..&>*#$6,0$+0#)(&-'$%#0&7)(&7#$

7#0.&,-$$

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Table 2 Preferred digitisation standards*

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82

12 Annex: Digitisation resources to be funded V#.,:0+#.$6,0$)$%&'&(&.)(&,-$80,?#+($(")($/);$-##%$(,$>#$6:-%#%$,0$8:0+").#%$&-+*:%#2$

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3 6)+&*&(&#.$(,$.:88,0($7,*:-(##0.$)-%$.()669$#'$*:-+"$0,,/9$+,66##$

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83

13 Annex: Terms of reference for a digitisation project manager! Responsibilities !"#$H&'&(&.)(&,-$N0,?#+($M)-)'#0$1&**$0#8,0($(,$("#$H&'&()*$X,**#+(&,-.$M)-)'#0$)-%$>#$

0#.8,-.&>*#$6,02$

3 #.()>*&."&-'$)-%$/)-)'&-'$)$%&'&(&.)(&,-$80,?#+($

3 0#+0:&(&-'9$(0)&-&-'$)-%$/)-)'&-'$,-.&(#$7,*:-(##0.$)-%$,("#0$.()66$)..,+&)(#%$1&("$("#$

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3 #.()>*&."&-'$("#$%&'&(&.)(&,-$+)8)>&*&(;$&-+*:%&-'$)+<:&0&-'9$.#((&-'$:8$)-%$/)&-()&-&-'$

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3 *&)&.&-'$1&("$+,**#+(&,-$.()66$

3 )..:0&-'$("#$<:)*&(;$,6$("#$%&'&(&.#%$,:(8:($

3 $/,-&(,0&-'$)-%$0#7&#1&-'$%&'&(&.)(&,-$80)+(&+#.$)-%$80,+#%:0#.D$

Selection criteria 3 h-%#0.()-%&-'$,69$,0$#=8#0&#-+#$&-9$1,0C&-'$1&("$-)(:0)*$"&.(,0;$+,**#+(&,-.D$$

3 L>&*&(;$(,$80&,0&(&.#$1,0C9$1,0C$1&("$/&-&/)*$.:8#07&.&,-$)-%$.:8#07&.#$,("#0.D$

3 i=8#0&#-+#$&-$%&'&(&.)(&,-D$

3 i=8#0&#-+#$&-$/)-)'&-'$./)**$80,?#+(.$)-%$/)-)'&-'$.()66$)-%$7,*:-(##0.D$

3 X,-6&%#-+#$&-$:.&-'$)$+,/8:(#0$)-%9$&-$8)0(&+:*)09$M&+0,.,6($_66&+#9$L%,>#$N",(,.",8$

)-%$,("#0$%&'&(&.)(&,-A0#*)(#%$.,6(1)0#D$

Skills and knowledge 3 L>&*&(;$(,$80&,0&(&.#$1,0C*,)%.9$1,0C$1&("$/&-&/)*$.:8#07&.&,-$)-%$.:8#07&.#$,("#0.D$

3 W)/&*&)0&(;$1&("$("#$,8#0)(&,-$,6$%&'&()*$EmV$+)/#0).9$,("#0$8",(,'0)8"&+$#<:&8/#-($)-%$

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3 L>&*&(;$(,$+0&(&+)**;$#7)*:)(#$1,0C$80)+(&+#.$)-%$80,+#%:0#.D$

3 X,//&(/#-($(,$)$+,**)>,0)(&7#$(#)/$)880,)+"D$

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3 i=8#0&#-+#$&-$.:8#07&.&-'$)-%$+,,0%&-)(&-'$7,*:-(##0.D$

Daily tasks 3 i-.:0#$%&'&(&.&-'$#<:&8/#-($&.$.#($:8$)-%$,8#0)(&-'$#66#+(&7#*;D$

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L:.(0)*&)-$M:.#:/$6,0$("#&0$80,?#+($/)-)'#0.$6,0$("#$0)8&%$%&'&(&.)(&,-$80,?#+(D$


84

3 M)&-()&-$8",(,'0)8"&+$)-%$+,/8:(#0$#<:&8/#-(D$

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3 F,0C$1&("$+,**#+(&,-.$.()66$(,$#-.:0#$("#0#$&.$)$+,-(&-:,:.$.(0#)/$,6$1,0C$)7)&*)>*#$6,0$

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3 N0,7&%#$(#+"-&+)*$)..&.()-+#$(,$7,*:-(##0.Y.()66$1"#-$-##%#%D$

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3 E:8#07&.#$7,*:-(##0.Y.()66$)-%$#-.:0#$("#&0$.)6#(;$)-%$1#**>#&-'D$

3 M)&-()&-$%)&*;$%&)0&#.$)-%$*,'$>,,C.D$

3 X,//:-&+)(#$(&/#()>*#.Y.+"#%:*#.$(,$7,*:-(##0.Y.()66D$

Other tasks 3 V#8,0($(,$("#$H&'&()*$X,**#+(&,-.$M)-)'#0$,-$80,'0#..$)-%$,("#0$&..:#.D$

3 M,-&(,0$.()66&-'$*#7#*.$)-%$0#+0:&($7,*:-(##0.Y.()66$1"#-$0#<:&0#%D$

3 X,//:-&+)(#$("#$80,?#+($(,$&-.(&(:(&,-)*$.()66$)-%$("#$1&%#0$+,//:-&(;D$

3 F,0C$1&("$+,**#+(&,-.$.()66$(,$%#7&.#$0#)*&.(&+$%&'&(&.)(&,-$',)*.$)-%$/,-&(,0$)-%$#7)*:)(#$

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3 L..&.($&-$)-%$80,7&%#$(0)&-&-'$(,$7,*:-(##0.Y.()66D$

3 @/8*#/#-($&/80,7#/#-(.$(,$%&'&(&.)(&,-$80,+#%:0#.$)-%$80)+(&+#.D$

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3 X0#)(#$)$1,0C8*)+#$(")($.:88,0(.$("#$-##%.$,6$7,*:-(##0.Y.()66D$

$

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85

14 Annex: Suggested procedures E:''#.(#%$80,+#%:0#.$(")($/);$-##%$(,$>#$%#7#*,8#%$(,$.:88,0($%&'&(&.)(&,-$&-+*:%#2$

3 0#+0:&(&-'$7,*:-(##0.$

3 &-%:+(&-'$7,*:-(##0.$

3 (0)&-&-'$7,*:-(##0.$

3 (0)&-&-'$,("#0$.()66$

3 :.&-'$8)0(&+:*)0$8&#+#.$,6$#<:&8/#-($

3 8,.(A80,+#..&-'$%&'&()*$)..#(.$

3 ")-%*&-'$.8#+&/#-.$)-%$,>?#+(.$

3 /)&-()&-&-'$#<:&8/#-($

3 #-(#0&-'$%)()$&-$%)()>).#.$

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3 8#06,0/&-'$%&66#0#-($(;8#.$,6$%&'&(&.)(&,-9$#'$%&'&(&.&-'$8",(,'0)8"&+$.*&%#.9$&/)'&-'$

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3 /)-)'&-'$)0+"&7#9$/).(#0$)-%$,8#0)(&,-)*$7#0.&,-.$,6$%&'&()*$)..#(.D$

$

$ $


86

15 Annex: Bibliography KD$ L:.(0)*&)-$@-.(&(:(#$,6$L>,0&'&-)*$)-%$!,00#.$E(0)&($@.*)-%#0$E(:%&#.D$-26"+0"(2'.%-3*$"0&%

9+..&*#"+)%=')'1&>&)#%S+."*8%=')2'.B$X)->#00)$IJJS$q:8%)(#%$KT$M)0+"B$+&(#%$KR$k:*;$IJKKrB$

"((82YY111D)&)(.&.D',7D):Y)7)Y%,+.YLfLN,*&+;M)-:)*IJJSD8%6D$

ID$ L:.(0)*&)-$M:.#:/D$T"1"#"('#"+)%N+.2)#&&3%:')67++FB$IJKKD$

[D$ AAAD$-%Q2"6&%#+%:')6.")1%')6%T"1"#"(")1%-3*$"0'.%='#&3"'.U%VB%W&1"(#&3(B%IJKKD$

ZD$ AAAD$-%Q2"6&%#+%:')6.")1%')6%T"1"#"(")1%?@&*">&)(B$IJKKD$

QD$ AAAD$W'@"6%6"1"#"('#"+)%@3+A&*#U%;")'.%3&@+3#B$E;%-#;$IJKKD$

dD$ L:.(0)*&)-$!)=$_66&+#D$O),+3>'#"+)%=')'1&>&)#%?#3'#&1"*%;3'>&D+3FB$X)->#00)$IJJZ$q+&(#%$Id$k:*;$IJKKrB$

"((82YY111D)(,D',7D):Y%,1-*,)%D).8G6&*#sY+,-(#-(Y%,1-*,)%.Y+,0ZR[[K-)(KKRQID8%6D$

TD$ P0&(&."$X,*:/>&)$M&-&.(0;$,6$W&-)-+#D$O),+3>'#"+)%=')'1&>&)#%')6%O),+3>'#"+)%C&*$)+.+18%=')'1&>&)#B$n,$%)(#$q+&(#%$Id$k:*;$IJKKrB$

"((82YY111D6&-D',7D>+D+)Y,+'Y6/>Y/)-:)*.YXNMYKIt@-6,tM'/(t)-%t@-6,t!#+"D"(/$A$KIIKD$

RD$ X)-)%&)-$`#0&()'#$@-6,0/)(&,-$n#(1,0CD$9$&*F."(#%,+3%93&'#")1%'%S3&(&30'#"+)%S+."*8B$n,$%)(#$

q+&(#%$IS$k:*;$IJKKrB$"((82YY111D80,D0+&8A+"&-D'+D+)Y+,-(#-:t-:/#0&<:#A

%&'&()*t+,-(#-(Y80#.#07)(&,-t-:/#0&<:#A%&'&()*t80#.#07)(&,-Y)--#=#LA)88#-%&=LA#-'D?.8D$

SD$ X)-)%&)-$`#0&()'#$@-6,0/)(&,-$n#(1,0C$4X`@n5D$9')'6"')%:&3"#'1&%O),+3>'#"+)%X&#D+3FB$IJKK$q+&(#%$[$L:':.($IJKKrB$"((82YY111D0+&8A+"&-D'+D+)Y&-%#=A#-'D?.8D$

KJD$ X*)0C#$V9$`&''.9$ND$Y*+)+>"*%G&)&,"#(%,3+>%92.#23'.%-((&#(B$IJJ[$q:8%)(#%$KS$k:-#B$+&(#%$KR$k:*;$IJKKrB$"((82YY8)-%,0)D-*)D',7D):Y8)-YIKJJTYIJKJJd[JA

JSJdY111D+:*(:0#D',7D):Y+&+.Y>#-#6&(.D8%6D$

KKD$ X,**#+(&,-.$!0:.(D$9+..&*#"+)(%/")FB$IJKK$q+&(#%$[$L:':.($IJKKrB$"((82YY+,**#+(&,-.*&-CD,0'D:CYD$

KID$ AAAD$9+..&*#"+)(%C32(#B$IJKK$q+&(#%$[$L:':.($IJKKrB$"((82YY111D+,**#+(&,-.(0:.(D,0'D:CYD$

K[D$ X,-.:*()(&7#$X,//&((##$6,0$E8)+#$H)()$E;.(#/.D$W&,&3&)*&%=+6&.%,+3%')%Z@&)%-3*$"0'.%O),+3>'#"+)%?8(#&>%4Z-O?5B$IJJI$q+&(#%$Id$k:*;$IJKKrB$"((82YY8:>*&+D++.%.D,0'Y8:>*&+)(&,-.Y)0+"&7#YdQJ=J>KDNHWD$

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Digitisation:

What’s your maturity?

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