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Digitisation - From Project Management to Access

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Course Information


Digitisation - From Project Management to Access

Through a combination of tutor-led sessions and group work/discussions, the Digitisation course covers the basics of digitisation, from the initial planning, through project management, to protecting and preserving the resulting digital assets for the long term.

Whilst exploring preparation, project management, equipment/outsourcing, workflows and policies, this one-day course also looks at metadata, copyright and licensing, and managing access to the digitised content.

Topic Areas Covered


Ascertaining whether digitisation is required and why

Project management

Learn about reducing the burdens generated from managing QA, resources, workflows and documentation

Policy, selection, and income generation

Why are you digitising, who for, and can you make the process self-sustaining

Equipment and outsourcing

Investigating whether to buying your own hardware is suitable, or if outsourcing to a commercial company is a better option

Workflows and formats

How to scan images and how to scan texts

Metadata and finding aids

Understand the roles that metadata can play in your digitisation projects and the factors affecting your choice of metadata usage

Copyright and licensing

Using case studies, develop an understand of copyright and licensing in digitisation


Learn about systems that manage images and metadata and serve them to users


How to protect your digitised assets

Start time: 09:30

End time: 17:30

Course Code


Course Date

28th April 2017

Places Available

Course Leader

Stephanie Taylor / Ed Pinsent

Course Fee

Course Description

Learning Outcomes

By the end of this course you will gain an understanding of:

  • Project management, planning & selection for digitisation projects
  • Technical considerations for digitisation
  • Guidelines for good practice when scanning images and text
  • Income generation
  • Protecting digitised assets for the long-term


Is this course right for you?

This course is ideal for those who are:

  • Picture librarians
  • Digitisation managers
  • Research data managers
  • Project managers
  • Archivists
  • Librarians
  • Staff involved in the scanning process
  • Anyone with an interest in planning and managing a digitisation project


What Previous Attendees Thought:

  • "Very impressed. The course was very thorough and left me feeling confident knowing how to approach and execute a digitisation project."
  • "Good instructor, adept at explaining technical terms in layman's terms. Very accessible. Would recommend!"
  • "Provided an excellent overview of the many considerations, opportunities and pitfalls of a digitisation project"
  • "I am extremely glad to have been on this course and can now approach our project with knowledge and confidence"
  • "Very enlightening! Clear step by step guidance given. A very enjoyable course"


The Digital Preservation Training Programme (DPTP) is designed for all those working in institutional information management who are grappling with fundamental issues of digital preservation. It provides the skills, knowledge and confidence necessary for institutions to combine organisational and technological perspectives, and devise an appropriate response to the challenges that digital preservation needs present.


About the tutors:

Ed Pinsent

Ed Pinsent wrote the recent iterations of the Digital Preservation Training Programme, building on the work of Kevin Ashley, Jen Mitcham, William Kilbride, Patricia Sleeman and others. Ed is a senior archivist based within the Digital Preservation Team at CoSector, and has been involved in all aspects of digital preservation since 2004. He has a traditional archivist and records manager background, and brings to his teaching a wide range of skills and experience from numerous digital preservation projects.

Steph Taylor

Steph Taylor has a background in digital libraries and information management with wide experience of copyright and legal issues in the digital domain as applied to libraries, archives & institutional repositories.