Electronic Document & Data Archiving: Paper to Digital

Learn to digitize, manage and preserve electronic documents and data. Covers scanning, metadata, file formats, storage, access and long-term digital preservation strategies.

Course Description

This 5-day course provides a comprehensive introduction to electronic document and data archiving, focusing on the transition from paper-based to digital systems. Participants will learn best practices for digitizing existing records, implementing electronic document management systems, and ensuring long-term preservation of digital assets. The course covers key topics including document scanning, metadata creation, file format selection, storage solutions, access controls, and digital preservation strategies.

Learning Objectives

  • Understand the benefits and challenges of transitioning to electronic document management
  • Learn best practices for digitizing paper records and creating high-quality scans
  • Develop skills in metadata creation and management for digital archives
  • Gain knowledge of file formats, storage options, and access controls for electronic records
  • Explore strategies for long-term digital preservation and avoiding technological obsolescence
  • Understand legal and compliance considerations for electronic archives

Course Modules

Day 1: Introduction to Electronic Document Management

  • Overview of electronic document management and digital archiving
  • Benefits and challenges of transitioning from paper to electronic systems
  • Legal and compliance considerations
  • Assessing organizational needs and planning the transition

Day 2: Digitization and Scanning

  • Document preparation and handling
  • Scanning equipment and software
  • Image quality and resolution standards
  • Optical Character Recognition (OCR) techniques

Day 3: Metadata and File Management

  • Metadata standards and best practices
  • Creating and managing metadata for digital archives
  • File naming conventions and organization
  • Selecting appropriate file formats for long-term preservation

Day 4: Storage and Access

  • Digital storage options (local, cloud, hybrid)
  • Implementing access controls and security measures
  • Backup and disaster recovery planning
  • Ensuring searchability and retrievability of electronic records

Day 5: Long-term Digital Preservation

  • Digital preservation challenges and strategies
  • File format migration and emulation techniques
  • Monitoring and managing technological obsolescence
  • Developing a sustainable digital preservation program

Practical Wins for Participants

  • Ability to develop a strategic plan for transitioning to electronic document management
  • Skills to implement a digitization workflow for existing paper records
  • Knowledge to select and implement appropriate digital storage and access solutions
  • Capability to create a long-term digital preservation strategy for organizational records

Credits: 5 credit per day

Course Mode: full-time

Provider: Blackbird Training Centre

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