Date: Monday 18 May, 2020
Time: 8:00 - 10:00 (2 hours)
Track: e-Records Compliance
Level: Overview
Instructors: Michael Horsley and Thomas Rieger 

Benefits: This course enables the attendee to:

• Understand the proposed digitization standards to meet the requirements of OMB/NARA M-19-21: Transition To Electronic Records.
• Develop a digitization plan that incorporates FADGI technical guidelines and NARA records management regulations.
• Have a better understanding of how to apply quality management principles such as quality control and inspection to verify compliance.
• Learn how to interpret FADGI DICE results and how to apply process improvement.
• Gain an appreciation of the complexity involved in establishing a digitization program at scale.

Course Description
Beginning in 2022, physical permanent federal records heading to the National Archives must be in digital form and with few exceptions, the originals will be disposed. This means paper documents must be digitized, a massive undertaking. NARA is writing digitization regulations that incorporate FADGI technical guidelines, as well as defining records management, quality control, and validation of digital surrogates that serve as the new records copy. Because the original records will not be retained, the specification for this is quite high, requiring rigorous application of FADGI guidelines to document mass digitization. This course provides an understanding of the new directive, guidance on what the requirement is, and suggests approaches to be taken to meet the requirement. Topics covered include the general principles federal agencies will need to cover such as records management rules/regulations/practices; project management checklists; quality management (project level); and most importantly, the validations steps that constitute when (and how) the lifecycle of the analogue to digital surrogate is established.

Intended Audience: Federal agencies that must comply with the requirement, vendors of equipment and services related to digitization of federal records, industry consultants, contracting officers, and procurement professionals.

Michael Horsley is a technical specialist in the Office of the Chief Records Officer, US National Archives and Records Administration where he is responsible for digitization and other records management regulations. Horsley serves as an agency representative to FADGI, a member of ISO TC 171, and liaison to ISO ISO/TC 42-TC 46/SC 11-TC 171 JWG 26. He has more than 25 years’ experience in cultural heritage digitization at the Smithsonian Institution, Library of Congress, and the US National Archives.

Thomas Rieger is the manager of digitization services at the Library of Congress, editor of the 2016 FADGI Technical Guidelines, and a member of ISO Photography Technical Committees. He was previously director of imaging services at NEDCC, and an industry consultant.