Workflow overview and checklists


Take a few minutes before you begin work on a new collection to review the general Processing Workflow document.


The Beginning Processing Checklist should help you with all the steps while you are gathering material, checking documentation, and other preliminary work.


When you are finished working with the collection and ready to prepare it for end-processing, please consult and complete all steps in the Post Processing Checklist by Archivists.  


A variety of Filemaker Pro databases are used to hold metadata and location information about different materials. 

  • SL Tracker: physical location of collection materials
  • Born Digital Tracker: individual item and collection data on electronic material
  • Media Projects Tracker: individual item and collection data on audio and video materia
  • Memorabilia Tracker: individual item and collection data and location information for memorabilia (3-dimensional objects)
  • Deed of Gift Tracker: scanned copies of most collection certificates of gifts, donor questionnaires, and some correspondence files


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