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Digitisation of CPA
Australia’s Corporate
       Archives

   Kerry Gutowski
   Knowledge Manager
Agenda
+ About CPA Australia
+ The Corporate archives
+ Project Details
    • Prioritisation process for digitisation
    • Classification and storage
    • Access and delivery
+ Some artefact examples
About CPA Australia
Primary Aim
+Enhance our members’ professional knowledge and
support their career development

Facts
+132,000 members working in 111 countries
+Provide education and ongoing career development
+Support through networks and advocacy
+Celebrating 125 years
Corporate Archives
+ Unique collection of records extending back over 125 years
+ Boxes of minutes, correspondence, history of CPA Australia
+ Photos of members across the years
+ Evolution of the corporate logo
+ Insights into development of accounting profession
+ Exam materials
+ Information on antecedent bodies
Project Scope
+ ARC Linkage Grant over 3 years
+ Investigators from Melbourne, Ballarat & Deakin
  universities and National Archives
+ CPA Australia involvement
+ Develop framework with guidelines for preservation of
  CPA Australia’s archives
+ Development of policy & procedures
+ Establishment of archive repository
+ Commenced October 2010
Stakeholders
+ Academics
     • Use of materials for research
+ Internal staff
     • Use of materials for multitude of purposes
+ Members
     • Finding details of family members
+ General Public
     • General interest
Progress to date
+   Commenced review of Materials
+   Development of Prioritisation Matrix
+   Investigation of Archive repository
+   Validation of taxonomy
Review of Materials
+ Assessment of materials
    • Risk factor
        – physical state
    • Provenance
    • Primary Value
        – Membership details
        – Financial details
        – Merger details
    • Secondary Value
        – Contextual
        – Historic
Prioritisation Matrix

               Criteria 1         Criteria 2               Criteria 3             Criteria 4


Value          Is the item        Can the item be          Is the item of value   Does the item have
               rare/unique?       replaced if it           to organisation        sufficient intrinsic
                                  disappeared? How         itself?                value to justify
                                  easily?                                         digitisation, eg
                                                                                  research value ?

Preservation   Is the item        Is item susceptible to   Does the format        In a format no longer
               fragile?           damage eg printed on     lend itself to best    viable eg floppy
                                  highly acidic paper?     display in a           disk?
                                                           electronic
                                                           environment eg
                                                           photographs?

Use & access   Is the item of     Will digitisation        Will digitisation
               high use?          reduce wear on the       increase use?
                                  original?

Intellectual   Is item            Is there a need for      Is the item of a       Are there IP/Privacy
Property/      available in the   copyright clearance?     'sensitive' nature     issues involved?
Copyright      public domain?                              from CPA Australia     NOTE: if an issue
                                                           viewpoint? NOTE: if    then item NOT
                                                           an issue then item     weighted for
                                                           NOT weighted for       scanning
                                                           scanning
Taxonomy
+   Based on archival guidelines
+   Specific to the CPA Australia archives
+   Top level is provenance based
+   Twelve series
      • Series 1 - Governance:
          – Constitutional Documents; by-laws; articles of association;
            code of ethics; memorandum of understanding
Potential Repository
+ Digital Content system
    • Excellent security model
    • Able to segregate content
    • Provide access to external parties
    • Metadata template development
    • Publish to various platforms
Issues to Date
+ Prioritisation process
+ Access to the materials
     • Transfer between locations
     • Security
+ Retrieval of digitised materials
     • Transfer between locations
     • Potential duplication
+ Linking to other Archive collections
+ Regular communication with major stakeholders
     • Minimise duplication of effort
Issues to date continued
+ File format
     • Future proofing
     • “Born digital” content
+ Access rights
     • Management of the master file
+ File naming convention
+ Metadata
Artefacts from the CIA Jubilee Banquet
Artefacts from the CIA Jubilee Banquet
Biblion – The Boundless Library
Potential Environment




                                Federated
                                 Search
       App X



   Archive                                                 Asset
  Application
                                                          record
                            Asset
                                                Library management system
                Digital Content repository
                 (including Copyright detail)
Summary
+   Developing framework
+   Have agreed taxonomy
+   Prioritisation process
+   Established regular reporting mechanisms
+   Identified a storage repository
Thank you




  Contact:
  kerry.gutowski@cpaaustralia.com.au

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Kerry gutowski

  • 1. Digitisation of CPA Australia’s Corporate Archives Kerry Gutowski Knowledge Manager
  • 2. Agenda + About CPA Australia + The Corporate archives + Project Details • Prioritisation process for digitisation • Classification and storage • Access and delivery + Some artefact examples
  • 3. About CPA Australia Primary Aim +Enhance our members’ professional knowledge and support their career development Facts +132,000 members working in 111 countries +Provide education and ongoing career development +Support through networks and advocacy +Celebrating 125 years
  • 4. Corporate Archives + Unique collection of records extending back over 125 years + Boxes of minutes, correspondence, history of CPA Australia + Photos of members across the years + Evolution of the corporate logo + Insights into development of accounting profession + Exam materials + Information on antecedent bodies
  • 5. Project Scope + ARC Linkage Grant over 3 years + Investigators from Melbourne, Ballarat & Deakin universities and National Archives + CPA Australia involvement + Develop framework with guidelines for preservation of CPA Australia’s archives + Development of policy & procedures + Establishment of archive repository + Commenced October 2010
  • 6. Stakeholders + Academics • Use of materials for research + Internal staff • Use of materials for multitude of purposes + Members • Finding details of family members + General Public • General interest
  • 7. Progress to date + Commenced review of Materials + Development of Prioritisation Matrix + Investigation of Archive repository + Validation of taxonomy
  • 8. Review of Materials + Assessment of materials • Risk factor – physical state • Provenance • Primary Value – Membership details – Financial details – Merger details • Secondary Value – Contextual – Historic
  • 9. Prioritisation Matrix Criteria 1 Criteria 2 Criteria 3 Criteria 4 Value Is the item Can the item be Is the item of value Does the item have rare/unique? replaced if it to organisation sufficient intrinsic disappeared? How itself? value to justify easily? digitisation, eg research value ? Preservation Is the item Is item susceptible to Does the format In a format no longer fragile? damage eg printed on lend itself to best viable eg floppy highly acidic paper? display in a disk? electronic environment eg photographs? Use & access Is the item of Will digitisation Will digitisation high use? reduce wear on the increase use? original? Intellectual Is item Is there a need for Is the item of a Are there IP/Privacy Property/ available in the copyright clearance? 'sensitive' nature issues involved? Copyright public domain? from CPA Australia NOTE: if an issue viewpoint? NOTE: if then item NOT an issue then item weighted for NOT weighted for scanning scanning
  • 10. Taxonomy + Based on archival guidelines + Specific to the CPA Australia archives + Top level is provenance based + Twelve series • Series 1 - Governance: – Constitutional Documents; by-laws; articles of association; code of ethics; memorandum of understanding
  • 11. Potential Repository + Digital Content system • Excellent security model • Able to segregate content • Provide access to external parties • Metadata template development • Publish to various platforms
  • 12. Issues to Date + Prioritisation process + Access to the materials • Transfer between locations • Security + Retrieval of digitised materials • Transfer between locations • Potential duplication + Linking to other Archive collections + Regular communication with major stakeholders • Minimise duplication of effort
  • 13. Issues to date continued + File format • Future proofing • “Born digital” content + Access rights • Management of the master file + File naming convention + Metadata
  • 14. Artefacts from the CIA Jubilee Banquet
  • 15. Artefacts from the CIA Jubilee Banquet
  • 16. Biblion – The Boundless Library
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. Potential Environment Federated Search App X Archive Asset Application record Asset Library management system Digital Content repository (including Copyright detail)
  • 22. Summary + Developing framework + Have agreed taxonomy + Prioritisation process + Established regular reporting mechanisms + Identified a storage repository
  • 23. Thank you Contact: kerry.gutowski@cpaaustralia.com.au