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  1. Planning and Preparation
  • Define Objectives: Decide what materials to digitize (books, journals, theses, manuscripts, etc.) and why (preservation, accessibility, etc.) Select Materials: Prioritize rare, fragile, or frequently used documents. Obtain Permissions: Ensure copyright and legal clearances for digitization and online access.

Infrastructure Setup:

  • High-quality scanners (flatbed, overhead, or book scanners)
  • Computers with image editing and metadata software
  • Storage devices and backup systems

2. Material Handling:

  • Condition Assessment: Check the physical condition of each document.
  • Cleaning and Repair: Dust or repair fragile items before scanning.
  • Labeling: Assign a unique ID or Barcode to each item for tracking.

3. Scanning / Image Capture:

  • Scanning Equipment: Use a flatbed or overhead scanner depending on the item type.

  • Resolution & Format: Scan at 300–600 DPI (depending on document type); save in TIFF or PDF format.

  • File Naming Convention: Use standardized names (e.g., BookID_PageNo).

  • Quality Control: Check each scanned image for clarity, alignment, and completeness.

4. Image Processing:

  • Editing: Crop, deskew, and enhance contrast for readability.
  • OCR (Optical Character Recognition): Convert images to searchable text if applicable.
  • File Conversion: Create multiple formats (PDF, JPEG, ePub, etc.) for accessibility.

5 Metadata Creation

  • Cataloguing: Add bibliographic details — title, author, subject, publication year, etc.
  • Technical Metadata: Include scanning settings, file type, and date

  • Descriptive Metadata: Summary, keywords, and access rights.

6. Storage and Backup

  • Primary Storage: Save master files on secure servers.

  • Backup: Maintain at least two backups (external drive and cloud).

  • File Management: Organize using folder structures and indexing.

6. Storage and Backup

  • Primary Storage: Save master files on secure servers.

  • Backup: Maintain at least two backups (external drive and cloud).

  • File Management: Organize using folder structures and indexing.

  1. Access and Retrieval
  • Digital Repository Setup: Upload to an institutional repository, library website, or digital library platform (like D Space or Greenstone).

  • User Interface: Provide search, browse, and download features.

  • Access Control: Set permissions (open access, restricted access, etc.).

8. Quality Assurance and Review

  • Periodic Audits: Regularly verify file integrity and metadata accuracy.

  • User Feedback: Collect and act on feedback for improvements.

  • System Updates: Upgrade storage and software as needed.

8. Quality Assurance and Review

  • Periodic Audits: Regularly verify file integrity and metadata accuracy.

  • User Feedback: Collect and act on feedback for improvements.

  • System Updates: Upgrade storage and software as needed.

9. Maintenance and Preservation

  • Digital Preservation: Use formats and media suitable for long-term access.

  • Migration Strategy: Plan to migrate data to new formats over time.

  • Regular Backups: Schedule automated backups and integrity checks.