Additional Documents: 
Investigating, Synchronizing, and Modeling a Range of Archival Workflows for Born-Digital Content

Project Abstract

The Educopia Institute, in collaboration with the University of North Carolina at Chapel Hill School of Information and Library Science (UNC SILS), LYRASIS, and Artefactual, Inc., are investigating, synchronizing, and modeling a range of workflows to increase the capacity of libraries and archives to curate born digital content. These archival workflows will incorporate three leading open source software (OSS) platforms—BitCurator, Archivematica, and ArchivesSpace—and the project will be designed to generate findings that can be generalizable to settings that are using other platforms and applications.

This project will significantly impact curation practices by increasing our understanding of how institutions of different sizes and types may engage in OSS tool integration and workflow development. Our findings will be used to support a broad range of libraries and archives actively collecting and curating digital content. The knowledge gained by working with multiple institutions of different types and sizes will also broaden field-wide understanding of curation approaches and priorities, and how those impact the use of tools and capabilities in Archivematica, ArchivesSpace, and BitCurator. We expect the empirical findings about institutional needs, as well as formal workflow models, to contribute to digital curation research literature.

This project has been generously funded by the Institute of Museum and Library Services.

Project Outputs

Digital Dossiers

Ahead of the partner meeting on December 4-5, 2017, project partners created digital dossiers outlining the form, function, and future of digital curation at their home institutions.

  1. Atlanta University Center, Robert W. Woodruff Library
  2. District of Columbia Public Library
  3. Duke University
  4. Emory University
  5. Kansas Historical Society
  6. Massachusetts Institute of Technology
  7. Mount Holyoke College
  8. New York Public Library
  9. Rice University
  10. Stanford University
  11. New York University
  12. Odum Institute

Partner Meeting Panel Sessions, December 2017

On December 4-5, 2017, the project partners convened in Chapel Hill, North Carolina to share their current workflows, discuss pain points, and prepare for the next phase of the project.

  1. Opening Remarks
  2. In the opening remarks, Christopher “Cal” Lee (co-PI, UNC SILS) describes the purpose of the OssArcFlow project and introduces the partners and the panels.

  3. Panel One
  4. During Panel 1, participants discussed the following questions:

    What are some of the broader organizational conventions and policies that have shaped your current workflow and are actively shaping your digital curation goals?

    What are some of the challenges facing institutions with well-tooled digitization programs as they grow to include born-digital materials into their digital curation workflows?

    What are some of the localized (department or unit) policies and conventions embedded in well-worn workflows that have to be modified or addressed to achieve your digital curation goals?

    Panel 1 Participants:
    Joshua Hogan, Atlanta University Center, Robert W. Woodruff Library
    Megan Rohleder, Kansas Historical Society
    Michael Olson, Stanford University

  5. Panel Two
  6. During Panel 2, participants discussed the following questions:

    What are the challenges with using models, standards, “best practices” and tools in a common toolbox within your organization?

    Do you use models to create a common language across departments?

    Where do current standards, models and “best practices” guides fall short for digital curation activities?

    Panel 2 Participants:
    Jonathan Crabtree, Odum Institute
    Matthew Farrell, Duke University
    Nick Krabbenhoft, New York Public Library
    Rebecca Russell, Woodson Research Center, Rice University

  7. Panel Three, Part One
  8. Panel Three, Part Two
  9. During Panel 3, participants discussed the following questions:

    What are specific pieces of metadata (like IDs) or artifacts from one system that are used or intersect with other systems in your digital curation workflows?

    How are objects packaged as they move from one system to another?

    Do junctions in your workflow correspond to handoffs between departments?

    Panel 3 Participants:
    Paul Kelly, D.C. Public Library
    Don Mennerich, New York University
    Kari Smith, Massachusetts Institute of Technology
    Shaun Trujilo, Mt. Holyoke College

Project Team


  • Christopher “Cal” Lee (UNC SILS)
  • Sam Meister (Educopia Institute)
  • Katherine Skinner (Educopia Institute)


  • Kelly Stewart, Sarah Romkey (Artefactual Systems)
  • Laney McGlohon (ArchivesSpace)
  • Courtney Vukasinovic (Educopia Institute)
  • Kam Woods (UNC SILS)
  • Jessica Meyerson (Educopia Institute)
  • Andrew Rabkin (UNC SILS)
  • Yinglong Zhang (UNC SILS)
  • Publications