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Scope: A processing plan documents the rationale for work performed on a collection, and allows for transparency of practice among archivists and between archivists and users. Consider it as a roadmap, or a contract between the processor and the repository.
Contact: Technical Services Archivist , Katerina Dimitriadou-ShusterFredrika Louise , Freddy Loew
Unit: ATS / RMC
Date last updated: 3/11/March 2025
Date of next review: March 2026
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Once a Pre-processing plan has been completed (if needed), the archivist writes a processing plan (found Download below, or find in the X:drive, Archival drive>RMC>Archival Processing folder). Processing plans are updated intermittently and can function as internal documentation to provide continuity in times of staff changes. They can assist in the project management of work on a particular collection, especially a large one where work is shared by a number of staff and/or student workers. In many cases, research done for processing plans can be used in (or used as) a finding aid.
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- Description of printed material (e.g. books, serials, newspapers, pamphlets, and ephemeral imprints) that, if retained, will require separate cataloging.
- Periodically review the processing checklist (X:drive, Archival Download below, or find in theX:drive>RMC>Archival Processing folder.)
Processing plan template
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Processing checklist template
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