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Managing a

Digitisation Project



Joanne Lomax Smith

http://heds.herts.ac.uk

Elements of a Digitisation Project Assessment and Selection

Proposal writing and fundraising

Feasibility testing, costing, piloting

copyright clearance and rights

management

Metadata design and creation

Preparation of material

Benchmarking

Digital Capture

Quality assessment

Delivery

Digitisation Project Life-Cycle

1 Assessment of the need for

digitisation

2 Selection of materials

3 Deciding what you want to achieve

from the information content of the

originals

4 Deciding how you are going to reach

the end product

5 Finding the funds for the project

6 Planning the project and assigning

resources

Digitisation Project Life-Cycle

7 Preparing the originals for digitisation

8 Conversion

9 Quality assurance checks to ensure

the output conforms to specification

10 Return originals to their place in the

collection

11 Mount data

12 Make provision for archiving and

preserving the data

Project Planning is about 3

Project Planning



things:

Vision - can you see the

whole picture?

Risk Management - ensuring

the vision is achievable

Resource Management -

putting the vision into practise

Vision:

Describe the complete project

Project Planning



Understand how the elements fit

together

Be holistic - think about the

lifecycle

Do not need to understand every

technical element

Be able to define solid objectives,

goals and deliverables

Risk & Resource Management

 Employ a good project manager

Project Planning



 Empower the right people



 Ensure good communications

 Invest in training, take advice



 Define your acceptance criteria and assign

ranking

 Ensure early delivery of equipment



 Have a quality plan

 Be honest about potential problems and risk

of failure

 3 main skill sets:

 Management Skills

 Technical Skills

Skills

 Subject Skills



Skills are interwoven and

overlapping

Transferable skills essential

There is a skills shortage

 search for aptitude and lateral experience

“At some point the Internet has to stop

looking like the world’s largest

rummage sale. For taming this

particular frontier the right people are

librarians, not cowboys…

Skills



The Internet is made of information and

nobody knows more about how to

order information than librarians”



Rennie, John. Civilising the Internet.

Scientific American, March 1997, p6.

Costs are usually people driven:

 More human intervention in any

digitisation process means higher costs

 Staff costs and overheads are often

Costs

hidden when working in-house

 Digitisation can eat up your budget

unless you have done good estimating

 System development and delivery

mechanisms can easily overrun and eat

the rest of your budget

everything you do will be driven

by people

Golden Rules? Effective time

management

Be flexible

Plan - Panic - Resolve

Learn from mistakes -

don’t repeat them

Be honest

heds@herts.ac.uk

http://heds.herts.ac.uk



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