The Toolkit: Working With Vendors

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The Toolkit brings together resources for creating, managing, and sharing digital collections to address common concerns we often hear, like this one:

How do I work with a vendor?

Here are some resources to help you begin to formulate the questions you need to ask a vendor and the information that you need to be prepared to give when you’re contacting a vendor for a digitization project.

Questions to ask

Timeline and Budget
  • Can they meet the deadline for the project?
  • What is the pricing structure for this particular project? Is it firm?
  • Do they have pricing structures that offer volume discounts or other opportunities to alter pricing?
  • What are the costs for additional services? (storage, delivery, insurance?)
Handling Original Materials
  • Is the vendor able to work with all formats involved in the project?
  • Is the equipment used appropriate for archival / library materials? 
  • Is the work done in an appropriate environment (clean, appropriate security) and are materials handled properly?
  • Have they worked with archival / library materials?
  • Do they have references (former clients) who can speak to their successful work?
  • How do they wish to receive materials? (shipping and transport specifics)
  • What are the steps you must take in preparing the original materials?
  • How do they return originals?
Digital Files and Metadata
  • What is the procedure for quality checks?
  • How do they transfer digital copies?
  • What metadata do they add (date of digital copy, equipment used, vendor name, etc.)?

Information to Provide

Scale, Scope and Timeline
  • Deadline for the project, and whether that is flexible
  • All types of materials involved in the project (photos, documents, audio, video, film) 
  • The full extent of your project: the exact number of items of each type
  • What is the nature of the items (double sided? oversized?)
  • Any preservation concerns that may make the material difficult to process
Digital Files and Metadata
  • Formats in which you expect to receive materials (jpeg? tiff? wav?)
  • Expectations for file naming conventions / metadata
  • Expectations for delivery medium (FTP, DVD, external hard drive, other?)
  • Expectations for any additional types of processing (OCR, EAD, creation of derivatives)
  • Expectations for technical quality and quality control

Resources

Sustainable Heritage Network: Workflow for Planning a Digitization Project (2015)
http://sustainableheritagenetwork.org/system/files/atoms/file/Withey_09_13_15_DigitizationPlanning.pdf

NEDCC: Reformatting — Outsourcing and Vendor Relations
https://www.nedcc.org/free-resources/preservation-leaflets/6.-reformatting/6.7-outsourcing-and-vendor-relations 


See past Toolkits at https://recollectionwisconsin.org/category/toolkit.

Do you have questions you’d like us to answer? Let us know at info@recollectionwisconsin.org.