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Digitization Projects for Libraries: Development and ManagementCarina C. SamaniegoAteneo University Archives 
Planning, Developing and Managing Digitization & Research Projects for Libraries and Information Centers (Coron, Palawan ; April 18-20, 2012)
What is Digitization? 
“Conversionofanaloginformationinanyform 
(text,photographs,voice,etc.)todigitalform 
withsuitableelectronicdevices(suchasa 
scannerorspecializedcomputerchips)so 
thattheinformationcanbeprocessed, 
stored,andtransmittedthroughdigitalcircuits, 
equipment,andnetworks” 
Source: http://www.businessdictionary.com/definition/digitization.html
Why Digitize? 
To help preserve the original materials 
To provide/increase access 
To improve service 
To build/develop new resources
Understanding Digitization 
Digitization is not entirely Preservation 
Not everything can be digitized 
Costly 
Access rights, authenticity and physical integrity
What is a Project? 
“asetofactivitiescarriedoutbypeoplefromdiversebackgroundswhotaketheinitiativetoaddressvarioustaskswithinacertainperiodoftime,inaccordancewithaspecifiedbudgetandbasedonrealisticobjectivesthatarepursuedusingpracticalmethods.” 
Source: http://www.toyotafound.or.jp/english/02program/upload/yk_ajp_rinjin_2011_e.pdf
Project Development 
Source: http://www.projectmanagement-training.net/book/chapter1.html
Initiation Phase: Idea 
Goal setting 
Short-term or Long-term benefits 
Beneficial both for the institution and its users 
Needs assessment 
Is there a need to digitize? Should/Can the materials be digitized?
Initiation Phase: Idea 
Benchmarking Tour/Consultation 
Best practices in digitization 
Copyright issues-Who owns it? 
Uniqueness of the project
Definition Phase: What 
Selection of materials and resources 
Physical condition 
Content 
Availability of resources (budget, personnel, equipment) 
Demand or use
Design/Development Phase: How 
Identification of all requirements of the project: 
Time frame 
Project activities 
Staff and/or other technical services/requirments 
Budget 
Results/Outcome
Design/Development Phase: How 
Project Activities 
Well-defined 
Realistic 
Determines the needed budget timeframe and resources 
Shows progression 
Equipment, Space, etc.
Design/Development Phase: How 
Timeframe 
Aligned with the project activities 
Flexible 
Staff and/or other technical services 
Shows progression 
Equipment, Space, etc.
Design/Development Phase: How 
Budget 
Identify all needed budget items: staff, space, supplies, admin and misc costs 
Get price costs, sample works and trusted vendors/suppliers 
Budget per activity
Design/Development Phase: How 
Staff 
Project team 
Composition and skills depends on the project activities 
One of the biggest budgetary consideration
Design/Development Phase: How 
Results/Outcome 
Contribute to the long term sustainability of the library and its services 
Realistic and measurable 
Each project activity = result/outcome
Project Proposal 
Written document that includes the following elements: 
Proposed Title 
Project Summary and Objectives 
Project Activities, Timeframe and Budget 
Expected results
Implementation Phase 
Actual implementation of project activities to achieve desired outcome 
Monitoring and reporting 
Contingency planning 
Quality control of outputs
Maintenance Phase 
Completion and evaluation of the project 
Technical and economic valuation/reports 
Culminating activity 
Use and access policies 
Sustainability plans
SAMPLE PROJECTS
Digitization Project 
Preserving nature’s worst: historical accounts on natural disasters in the Philippines (2007) 
Ford Motor Company Conservation & Environmental Grants 
Qualified under the Heritage Category
Digitization Project 
Preserving nature’s worst: historical accounts on natural disasters in the Philippines (2007) 
1 year project 
Financial support on technical aspects of the project
Digitization Project 
Project activities 
√Selectionandclassificationofmaterialstobeincludedinthecompilation 
√Acquisitionhardwareandsoftware 
√Digitization(scanning)ofdocuments 
√Translationandtranscriptionofdocuments 
√DesignanddevelopmentofaDVDcompilation 
√Editing,reviewing,productionofthecompilation 
√Launchingofthefinalproduct 
√Distributionofcopiestoselectedlibraries
Digitization Project
Digitization Project 
Preservation of the Manila Observatory Archival Collections Project (2008-2010) 
Spanish Agency for International Development Cooperation (AECID) 
NGDO Cives Mundi
Digitization Project 
Preservation of the Manila Observatory Archival Collections Project (2008-2010) 
Presentation of project brief to Cives Mundi and submission of full technical and financial proposal to AECID-Madrid 
Respect to Cultural Heritage and Environmental Sustainability
Digitization Project 
Preservation of the Manila Observatory Archival Collections Project (2008-2010) 
Full project grant: personnel, administrative and technical costs 
Phase I –14 months (Jan. 2008- Feb. 2009) Phase II –12 months (April-March 2010)
Digitization Project 
Project Objectives 
Preserve the archival collection of the Manila Observatory through proper arrangement and digitization of documents 
Establish an archive facility for storage and long-term preservation and access to the collection
Digitization Project 
Project activities 
√Inventory, selection, and classification of archival materials 
√Preservation treatment of archival materials 
√Digitization of documents 
√Creation of finding aids and promotional materials such as the website, inventory and posters 
√Construction of an archive facility 
√Translation of Spanish documents to English
Digitization Project 
Digitization of documents 
Microfilming (preservation) and digitization (access) 
Selected documents were microfilmed and digitized 
Total of 3,352 documents (titles) at the end of the project
Digitization ProjectWebsite: http://archives.observatory.ph
Digitization ProjectPreserving History and Science: a Compendium of Records from the Manila Observatory Archives
Grants for Projects 
Know potential funding sources for libraries and related fields 
Send Letters of Inquiries (LOI) to funding agencies to determine availabilities of grants 
Follow all instructions and requirements of the funding agency and recognize their support 
Acquire some training on proposal writing
Grants for Projects 
Know potential funding sources for libraries and related fields 
Send Letters of Inquiries (LOI) to funding agencies to determine availabilities of grants 
Follow all instructions and requirements of the funding agency and recognize their support 
Acquire some training on proposal writing
Planning for Digitization 
“Thesuccessofdigitalprojectshingesnotonexpensivetechnology,butratheronsoundprojectplanning.Perhapsbecausedigitizationisrelativelynew,institutionstoooftenconcentrateontechnologicalaspectsbeforedecidingonaproject’sgoals.Technologyshouldneverdrivedigitalprojects.Goalsshouldbedeterminedfirst,andonlythenshouldtheappropriatetechnologybeselectedinordertomeetaproject’sobjectives.” 
-TrevorJones,ProjectCoordinator,IllinoisDigitizationInstitute
References 
IFLA. (2002) Guidelines for digitization projects for collections and holdings in the public domain, particularly those held by libraries and archives 
Postage, Jessica. (2008). Grey Highlands Public Library Digitization Project Manual http://www.greyhighlandspubliclibrary.com/AgnesMacphail/GHPL_Digitization_Project_Manual.pdf
Useful Links--Grants 
IFLA Fellowships, Funds, Grants and Awards 
http://ifla.queenslibrary.org/III/members/grants.htm 
IFLA-Actions for Development through Libraries Programme (ALP) 
http://www.ifla.org/en/alp/about-alp 
PAARL Conference Scholarships, Fellowships and Grantshttp://paarl.wikispaces.com/Grants 
Spanish Agency for International Development Cooperation 
http://www.aecid.es 
Toyota Foundationhttp://www.toyotafound.or.jp/english/02program/

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Digitization projects for libraries c samaniego

  • 1. Digitization Projects for Libraries: Development and ManagementCarina C. SamaniegoAteneo University Archives Planning, Developing and Managing Digitization & Research Projects for Libraries and Information Centers (Coron, Palawan ; April 18-20, 2012)
  • 2. What is Digitization? “Conversionofanaloginformationinanyform (text,photographs,voice,etc.)todigitalform withsuitableelectronicdevices(suchasa scannerorspecializedcomputerchips)so thattheinformationcanbeprocessed, stored,andtransmittedthroughdigitalcircuits, equipment,andnetworks” Source: http://www.businessdictionary.com/definition/digitization.html
  • 3. Why Digitize? To help preserve the original materials To provide/increase access To improve service To build/develop new resources
  • 4. Understanding Digitization Digitization is not entirely Preservation Not everything can be digitized Costly Access rights, authenticity and physical integrity
  • 5. What is a Project? “asetofactivitiescarriedoutbypeoplefromdiversebackgroundswhotaketheinitiativetoaddressvarioustaskswithinacertainperiodoftime,inaccordancewithaspecifiedbudgetandbasedonrealisticobjectivesthatarepursuedusingpracticalmethods.” Source: http://www.toyotafound.or.jp/english/02program/upload/yk_ajp_rinjin_2011_e.pdf
  • 6. Project Development Source: http://www.projectmanagement-training.net/book/chapter1.html
  • 7. Initiation Phase: Idea Goal setting Short-term or Long-term benefits Beneficial both for the institution and its users Needs assessment Is there a need to digitize? Should/Can the materials be digitized?
  • 8. Initiation Phase: Idea Benchmarking Tour/Consultation Best practices in digitization Copyright issues-Who owns it? Uniqueness of the project
  • 9. Definition Phase: What Selection of materials and resources Physical condition Content Availability of resources (budget, personnel, equipment) Demand or use
  • 10. Design/Development Phase: How Identification of all requirements of the project: Time frame Project activities Staff and/or other technical services/requirments Budget Results/Outcome
  • 11. Design/Development Phase: How Project Activities Well-defined Realistic Determines the needed budget timeframe and resources Shows progression Equipment, Space, etc.
  • 12. Design/Development Phase: How Timeframe Aligned with the project activities Flexible Staff and/or other technical services Shows progression Equipment, Space, etc.
  • 13. Design/Development Phase: How Budget Identify all needed budget items: staff, space, supplies, admin and misc costs Get price costs, sample works and trusted vendors/suppliers Budget per activity
  • 14. Design/Development Phase: How Staff Project team Composition and skills depends on the project activities One of the biggest budgetary consideration
  • 15. Design/Development Phase: How Results/Outcome Contribute to the long term sustainability of the library and its services Realistic and measurable Each project activity = result/outcome
  • 16. Project Proposal Written document that includes the following elements: Proposed Title Project Summary and Objectives Project Activities, Timeframe and Budget Expected results
  • 17. Implementation Phase Actual implementation of project activities to achieve desired outcome Monitoring and reporting Contingency planning Quality control of outputs
  • 18. Maintenance Phase Completion and evaluation of the project Technical and economic valuation/reports Culminating activity Use and access policies Sustainability plans
  • 20. Digitization Project Preserving nature’s worst: historical accounts on natural disasters in the Philippines (2007) Ford Motor Company Conservation & Environmental Grants Qualified under the Heritage Category
  • 21. Digitization Project Preserving nature’s worst: historical accounts on natural disasters in the Philippines (2007) 1 year project Financial support on technical aspects of the project
  • 22. Digitization Project Project activities √Selectionandclassificationofmaterialstobeincludedinthecompilation √Acquisitionhardwareandsoftware √Digitization(scanning)ofdocuments √Translationandtranscriptionofdocuments √DesignanddevelopmentofaDVDcompilation √Editing,reviewing,productionofthecompilation √Launchingofthefinalproduct √Distributionofcopiestoselectedlibraries
  • 24. Digitization Project Preservation of the Manila Observatory Archival Collections Project (2008-2010) Spanish Agency for International Development Cooperation (AECID) NGDO Cives Mundi
  • 25. Digitization Project Preservation of the Manila Observatory Archival Collections Project (2008-2010) Presentation of project brief to Cives Mundi and submission of full technical and financial proposal to AECID-Madrid Respect to Cultural Heritage and Environmental Sustainability
  • 26. Digitization Project Preservation of the Manila Observatory Archival Collections Project (2008-2010) Full project grant: personnel, administrative and technical costs Phase I –14 months (Jan. 2008- Feb. 2009) Phase II –12 months (April-March 2010)
  • 27. Digitization Project Project Objectives Preserve the archival collection of the Manila Observatory through proper arrangement and digitization of documents Establish an archive facility for storage and long-term preservation and access to the collection
  • 28. Digitization Project Project activities √Inventory, selection, and classification of archival materials √Preservation treatment of archival materials √Digitization of documents √Creation of finding aids and promotional materials such as the website, inventory and posters √Construction of an archive facility √Translation of Spanish documents to English
  • 29. Digitization Project Digitization of documents Microfilming (preservation) and digitization (access) Selected documents were microfilmed and digitized Total of 3,352 documents (titles) at the end of the project
  • 31. Digitization ProjectPreserving History and Science: a Compendium of Records from the Manila Observatory Archives
  • 32. Grants for Projects Know potential funding sources for libraries and related fields Send Letters of Inquiries (LOI) to funding agencies to determine availabilities of grants Follow all instructions and requirements of the funding agency and recognize their support Acquire some training on proposal writing
  • 33. Grants for Projects Know potential funding sources for libraries and related fields Send Letters of Inquiries (LOI) to funding agencies to determine availabilities of grants Follow all instructions and requirements of the funding agency and recognize their support Acquire some training on proposal writing
  • 34. Planning for Digitization “Thesuccessofdigitalprojectshingesnotonexpensivetechnology,butratheronsoundprojectplanning.Perhapsbecausedigitizationisrelativelynew,institutionstoooftenconcentrateontechnologicalaspectsbeforedecidingonaproject’sgoals.Technologyshouldneverdrivedigitalprojects.Goalsshouldbedeterminedfirst,andonlythenshouldtheappropriatetechnologybeselectedinordertomeetaproject’sobjectives.” -TrevorJones,ProjectCoordinator,IllinoisDigitizationInstitute
  • 35. References IFLA. (2002) Guidelines for digitization projects for collections and holdings in the public domain, particularly those held by libraries and archives Postage, Jessica. (2008). Grey Highlands Public Library Digitization Project Manual http://www.greyhighlandspubliclibrary.com/AgnesMacphail/GHPL_Digitization_Project_Manual.pdf
  • 36. Useful Links--Grants IFLA Fellowships, Funds, Grants and Awards http://ifla.queenslibrary.org/III/members/grants.htm IFLA-Actions for Development through Libraries Programme (ALP) http://www.ifla.org/en/alp/about-alp PAARL Conference Scholarships, Fellowships and Grantshttp://paarl.wikispaces.com/Grants Spanish Agency for International Development Cooperation http://www.aecid.es Toyota Foundationhttp://www.toyotafound.or.jp/english/02program/