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SOIMA: Safeguarding Sound and Image Collections - Bibliography

Principles of audiovisual archiving
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CED Magic (Capacitance Electronic Discs)
CED in the History of Media Technology
This site provides images and brief descriptions of countless media formats from the cylinder through computers.
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Conservation online (CoOl)
Conservation online
A full text library and bibliography of conservation information covering a wide spectrum of topics including audio preservation, video preservation, electronic media, digital archives, and copyright and intellectual property.
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European Commission on Preservation and Access and Training for Audiovisual Preservation in Europe (ECPA) and (TAPE)
Audio and Video Carriers (pdf), Dietrich Schüller, 2008
Recording principles, storage and handling issues, maintenance of equipment, format and equipment obsolescence, for each type of carrier. Includes a list of recommended readings.
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Moving Image Collections (MIC)
The Preservation Portal
Online resource providing basic information on a variety of topics related to moving image archiving including cost and storage analysis, conservation, and terminology.
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Moving Image Collections (MIC)
Reformatting: Terminology, Intent and Practices, Chris Lacinak, 2006
Small survey of professionals who archive, preserve and provide access to audiovisual materials and manage collections and outsource reformatting work, defines words or argue semantics.
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Moving Image Collections (MIC)
Preservation “Lay of the Land” Jane Johnson
General introduction to the concept of audiovisual preservation.
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United Nations Educational, Scientific and Cultural Organization (UNESCO)
Audiovisual archives. A practical reader (pdf), Helen P. Harrison et al., 1997
The reader aims to provide access to existing published information for archivists working at a professional level in developed and developing countries, promote the education and professional training of audiovisual archivists in all countries and serve as a reference tool in daily work.
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United Nations Educational, Scientific and Cultural Organization (UNESCO)
Audiovisual Archiving: Philosophy and Principles (pdf), Ray Edmondson, 2004
A revision of the Philosophy of Audiovisual Archiving published by UNESCO in 1998. This revised and renamed document reflects the changes that have occurred in the audiovisual archiving field, in the intervening period, ranging from the challenges of digitization and technological changes.
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United Nations Educational, Scientific and Cultural Organization (UNESCO)
Survey of Endangered Audiovisual Carriers (pdf), George Boston, 2003
Using the results of a large-scale survey involving hundreds of collections, this report presents dangers specific to each format and each formats current presence in collections.
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United Nations Educational, Scientific and Cultural Organization (UNESCO)
Recommendation for the Safeguarding and Preservation of Moving Images (pdf), 1980

 

Audio preservation
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Council on Library and Information Resources and Library of Congress (CLIR)
Capturing Analog Sound for Digital Preservation (pdf), 2006
Report from a roundtable discussion of best practices for transferring analog discs and tapes. This publication reviews current best practices from analog audio preservation, while also making important suggestions about digital preservation.
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Finnish Jazz and Pop Archive and Phonogrammarchiv, Austrian Academy of Sciences (Finnish Jazz and Pop Archive) and (Phonogrammarchiv)
Digitization workflow for analogue open reel tapes Juha Henriksson, Nadja Wallaszkovits
A step by step approach for the production of digital copies from analogue tapes from a technical point of view. It contains references to other literature.
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Indiana University Digital Library Program (Indiana University Digital Library Program)
Field Audio Collection Evaluation Tool, FACET
FACET is an open source software system that is designed to analyze the preservation needs of audio materials based on a ranking system applied after inspection.
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International Association of Sound & Audiovisual Archives (IASA)
IASA-TC 03. The Safeguarding of the Audio Heritage: Ethics, Principles and Preservation Strategy (pdf), Dietrich Schüller, 2005
Published by the audio world standards defining organization, this document proposes recommended practices for sound and AV archives in the 2005 technical environment. The suggestions aim to help the reader focus on various issues relating to responsible audio archiving practice while also defining a consistent terminology for the field. The document is useful for those with financial responsibility for a collection as well as technically trained staff.
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The University of Wisconsin Digital Collections Center (UWDCC)
Audio Procedures and workflow (pdf), Jessica Williams, Sandra Paske, Steven Dast, 2004
The text analyzes the complex issue of transferring audio from analog to digital formats. After describing the different audio formats, it offers good practice guidelines for digitization.
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Indiana University and Harvard University (IU) and (HU)
Sound Directions: Best Practices for Audio Preservation (pdf), Mike Casey, Bruce Gordon, 2007
Results of research and development carried out by the Sound Directions project in the U.S. Each chapter in this document is divided into two major parts: a preservation overview that summarizes key concepts for collection managers and curators, followed by a section intended for audio engineers, digital librarians, and other technical staff.
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VidiPax (VidiPax)
Audio Format Guide
In continual expansion, the guide is intended as a reference tool for dealing with sound recording heritage.

 

Cataloguing and metadata
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Corporation for Public Broadcasting (CPB)
Public Broadcasting Metadata Dictionary Project
This project has built a metadata schema, derived from Dublin Core, for use with public television and radio materials.
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Fédération Internationale des Archives du Film (FIAF)
The FIAF Cataloguing Rules For Film Archives, part 1 (pdf), part 2 (pdf), part 3 (pdf), Harriet W. Harrison, FIAF Cataloguing Commission, 1991
Rules adopted by the FIAF for cataloguing materials held in moving image archives. Appendix with examples, glossary, ISO date standard, conversion charts, abbreviations, FIAF archive codes, bibliography.
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Fédération Internationale des Archives du Film (FIAF)
Glossary of Filmographic terms (pdf) Zoran Sinobad, FIAF Cataloguing Commission, 2008
English glossary of filmografic terms.
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International Association of Sound & Audiovisual Archives (IASA)
The IASA Cataloguing Rules
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The J. Paul Getty Trust (The Getty)
Introduction to Metadata Tony Gill, Anne J. Gilliland, Mary S. Woodley, 1998
An online publication devoted to metadata, its types and uses, and how it can improve access to digital resources.
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The Library of Congress (LOC)
The Moving Image Genre-Form Guide Brian Traves, Judi Hoffmann, Karen Lund, 1998
Library of Congress approved genre definitions to be used in the cataloguing of moving image materials.
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Moving Image Collections (MIC)
Glossary of Cataloguing and General Terms Jane Johnson, Dan Kniesner
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University of California (UCLA)
Introduction to Metadata for Digital Libraries Howard Besser, 2000

 

Collection management
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California Preservation Program (CALIPR)
Preserving the 20th Century: California Preservation Survey of Moving Image and Recorded Sound Collections
CALIPR is a web-based tool designed to aid non-specialists in assessing the preservation needs of their collection.
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Columbia University Libraries (Columbia University)
The Audio/Moving Image Survey Instrument
The survey instrument consists of a Microsoft Access relational database designed for use by librarians and archivists who are not experts in recording media.
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New York University (NYU)
Visual and Playback Inspection Ratings System (VIPIRS)
This survey instrument consists of a Microsoft Access database and is designed to help those who are not experts in audiovisual preservation determine an items level of preservation need. The tool supports videocassette, U-MATIC, ¼ inch open reel audio, and audiocassette.
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European Commission on Preservation and Access and Training for Audiovisual Preservation in Europe (ECPA) and (TAPE)
Audiovisual research collections and their preservation (pdf), Dietrich Schüller, 2008
Based on a survey of numerous European organizations, this document examines the situation of audiovisual research collections and their specific issues. It discusses the particular requirements for access and re-use, focusing on the potential of digitization for creating distributed content-based archives.
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European Commission on Preservation and Access and Training for Audiovisual Preservation in Europe (ECPA) and (TAPE)
Tracking the reel world. A survey of audiovisual collections in Europe (pdf), Edwin Klijn, Yola de Lusenet, 2008
Results of a study on audiovisual collections based on data collected from hundreds of organizations from all over Europe. This is the first extensive report on preservation and access of sound and moving image materials outside the broadcasting sector and large audiovisual archives.

 

Copyright
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Coordinating Council of Audiovisual Archive Associations (CCAAA)
CCAAA statements on Copyrights and Neighbouring Rights
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Coordinating Council of Audiovisual Archive Associations and International Association of Sound & Audiovisual Archives (CCAAA) and (IASA)
IASA Policy guidelines on copyright and other intellectual property rights
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New York University (NYU)
Intellectual Property & New Info Technology Howard Besser
Page discussing issues revolving around intellectual property and new information technology with links to bibliography resources on the topic.
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Library of Congress: National Digital Information Infrastructure and Preservation Program (NDIIPP)
International Study on the Impact of Copyright Law on Digital Preservation (pdf)
A joint publication between NDIIPP, the Joint Information Systems Committee, Open Access to Knowledge Law Project, and the SURFfoundation, the report examines the effects of copyright law on digital preservation in several countries.

 

Digitization and digital preservation
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The Arts and Humanities Data Service (AHDS)
Digital Moving Images and Sound Archiving Study (pdf), 2006
This study investigates the way that digital sound and moving pictures files are being preserved as well as identifying archiving methodologies and future research possibilities. This study includes both "born digital" and digitized material.
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The Arts and Humanities Data Service (AHDS)
Digital Images Archiving Study (pdf), 2006
Investigation about the strategies for preserving digital image files, archiving methodologies and future research possibilities, including both "born digital" and digitized material.
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Dance Heritage Coalition (DHC)
Digital Video Preservation Reformatting Project, Jim Wheeler, Ian Gilmour, Jim Lidner, 2006
The final report for a large-scale analog to digital video preservation project, this document asserts that JPEG-2000 should be the file standard for digital preservation of moving images with detailed explanation.
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Finnish Jazz and Pop Archive and Phonogrammarchiv, Austrian Academy of Sciences (Finnish Jazz and Pop Archive) and (Phonogrammarchiv)
Digitization workflow for analogue open reel tapes, Juha Henriksson, Nadja Wallaszkovits
A step by step approach for the production of digital copies from analogue tapes from a technical point of view. It contains references to other literature.
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First Monday. Peer Reviewed Journal on the Internet (First Monday)
The next stage: Moving from Isolated Digital Collections to Interoperable Digital Libraries, Howard Besser, 2002
This paper places a conceptual framework upon digital library development, and discusses how we might move from isolated digital collections to interoperable digital libraries. It first examines how early efforts to construct digital collections were conceived as experiments rather than operational libraries. It then discusses various conventional library components that are necessary to deployment of operational digital libraries. Finally, the author points to functions (such as infrastructure, robust metadata, and preservation components) that can be deployed to move us from isolated digital collections to interoperable digital libraries.
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The International Research on Permanent Authentic Records in Electronic Systems (InterPARES)
interPARES 1 (2001) , interPARES 2 (2006), interPARES 3
InterPARES aims at developing the knowledge essential to the long-term preservation of authentic records created and/or maintained in digital form and providing a basis for standards, policies, strategies and plans of action for ensuring the longevity of such material and the ability of its users to trust its authenticity.
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The J. Paul Getty Trust (The Getty)
Introduction to Imaging, Howard Besser, 2003
An online publication that introduces the technology of digital imaging and creating an image library.
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University of Glasgow Humanities Advanced Technology and Information Institute and National Initiative for a Networked Cultural Heritage (HATII) and (NINCH)
The NINCH Guide to Good Practice in the Digital Representation and Management of Cultural Heritage Materials 2002
Guide to Good Practice showing the importance for the community of moving beyond the narrow vision of these early project-based enthusiasts and thinking through what is needed to establish sustainable programs.
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Library of Congress (LOC)
Sustainability of Digital Formats: Planning for the Library of Congress Collections
An extensive and detailed resource that evaluates various digital formats and outlines the sustainability factors that affect each. The site also includes various papers and presentations related to format sustainability.
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PrestoSpace (PS)
PrestoSpace A/V Archive Digitization and Storage Guide
A website for archive owners and the public alike, which provides information on digital storage of audiovisual materials. The site provides information and management tools on digital technology for the storage of film, video and audio content and associated metadata. The information covers the state-of-the-art in storage technology, and includes forecasts of trends over the next twenty years. The PrestoSpace website also includes a helpful list of publications dealing with digital restoration, metadata and access.
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United Nations Educational, Scientific and Cultural Organization and The National Library of Australia (UNESCO) and (NLA)
Guidelines for the Preservation of Digital Heritage (pdf), 2003
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European Commission on Preservation and Access and Training for Audiovisual Preservation in Europe (ECPA) and (TAPE)
The Digital Black Hole (pdf), Jonas Palm, 2006
It presents an analysis of costs for digitizing and long-term storage.
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The National Library of Australia's Preserving Access to Digital Information (PADI)
List of bibliographies about the different fields of the preservation of access to digital information. It provides as well some useful glossaries.

 

Ethics
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Archive Associates Pty Ltd (Archive Associates)
You only live once: On being a troublemaking professional (pdf), Ray Edmondson, 2002
Ethical and philosophical principles of the work of an archivist.
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Fédération Internationale des Archives du Film (FIAF)
FIAF Code of Ethics
Specific statements of five general principles: The Rights of Collections, The Rights of Future Generations, Exploitation Rights, Rights of Colleagues, Personal Behaviour.

 

Film preservation
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Association of Moving Image Archivists (AMIA)
Film Forever. The Home Film Preservation Guide
Simple guidelines for preserving motion picture film materials outside of specialized archives, with a focus on home storage.
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Association of Moving Image Archivists (AMIA)
Inedits Q & A. Answers to Frequently Asked Questions on Amateur & Small Format Film (pdf), Pam Wintle and Tony Treadway,
In this column, AMIA's Inedits Interest Group answers frequently asked questions and addresses issues involved in archiving and preserving unpublished, amateur and small format film.
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Association of Moving Image Archivists (AMIA)
What to do about Home Movie Damage (pdf),
Good practice for the addressing water damage and film and video recovery.
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Conservation Online (CoOl)
Accessing the Health of Your Film Archive , Frank Wylie
This short piece addresses the most important considerations in film storage and outlines the proper process for film inspection.
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National Film Preservation Board (National Film Preservation Board)
Film preservation 1993 : a study of the current state of American film preservation Annette Melville, Scott Simmon, 1993
Study mandated by the National Film Preservation Act of 1992, describing the state of preservation in the U.S. film industry and in public and nonprofit archives.
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National Film Preservation Foundation (Filmpreservation)
The Film Preservation Guide: The Basics for Archives, Libraries, and Museums (pdf), 2004
Guidelines to all topics related to film preservation: composition, conservation, cataloguing and access.
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National Film and Sound Archive of Australia (NFSA)
Film Preservation Handbook
Handbook for all aspects of film preservation, including composition, damage, storage, identification, repair, and disaster planning.
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Greg Pak Filmmaker (Greg Pak Filmmaker)
Footage Calculator and Charts
This site provides helpful footage to runtimes calculators for use in film inspections.
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Cinematographica (Cinematographica)
More than 100 Years of Film Size
Site outlines the development of film overtime and contains information about each format.
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Paul’s 16 mm Collecting Pages (Paulivester)
Guide to Identifying Color Movie Film Stocks
This page offers a quick pictorial reference to the different types of film stocks that may appear in an archival collection.
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Southeast Asia-Pacific Audiovisual Archive Association, National Film and Sound Archive Australia and Kodak (SEAPAVAA) and (NFSA) and (KODAK)
The Film Preservation Handbook
The product of a collaboration between SEAPAVAA's Technical Committee, Screensound Australia/National Screen and Sound Archive and Kodak, this is a useful tool provides basic information about the physical properties of film and conservation treatments.
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Format guides
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CED Magic (Capacitance Electronic Discs)
CED in the History of Media Technology
This site provides images and brief descriptions of countless media formats from the cylinder through computers.
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Cinematographica (Cinematographica)
More than 100 Years of Film Size
Site outlines the development of film overtime and contains information about each format.
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Paul’s 16 mm Collecting Pages (Paulivester)
Guide to Identifying Color Movie Film Stocks
This page offers a quick pictorial reference to the different types of film stocks that may appear in an archival collection.
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Stanford University (SU)
Video Preservation Website Timothy Vitale, Paul Messier, 2007
A complete guide from the identification of historical formats and equipment to the best practice for migration.
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Texas Commission on the Arts (Texas Commission on the Arts)
Videotape Identification and Assessment Guide (pdf), Mona Jimenez and Liss Platt, 2004
Aimed at museum staff, this guide deals with the preservation of videotapes in organizations that do not specialize in audiovisual collections or preservation.
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Video Recording Formats
Video Recording Formats, Mika Iisakkila, 2000
This website provides useful information about video formats and standards.
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VidiPax (VidiPax)
Audio Format Guide
In continual expansion, the guide is intended as a reference tool for dealing with sound recording heritage.
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VidiPax (VidiPax)
Video Format Guide
This guide outlines each video format and is intended as a reference tool for dealing with videotape collections.

 

Guidelines and bibliographies
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International Federation of Library Associations and Institutions (IFLA)
Guidelines for Audiovisual and Multimedia Materials in Libraries and Other Institutions (pdf), 2004
Guidelines about all issues related to sound, still and moving images, and multimedia documents, such as collection development, cataloguing, conservation and access.
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The Library of Congress (LOC)
Online resources and bibliography in the field of audiovisual conservation and digital preservation.
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National Film and Sound Archive (NFSA)
The website offers online resources for the preservation of audiovisual material including a glossary, a film preservation handbook, first aid for damaged material, and technical services.
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The National Library of Australia's Preserving Access to Digital Information (PADI)
List of bibliographies about the different fields of the preservation of access to digital information. It provides as well some useful glossaries.

 

New media preservation
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Electronic Arts Intermix (EAI)
EAI Online Resource Guide for Exhibiting, Collecting & Preserving Media Art (pdf), 2006
Provides Best practice for the preservation of new media art, divided in three topics: single channel video, computer-based arts and installations.
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Independent Media Arts preservation (IMAP)
The website offers an online resource for bibliography on media arts preservation, in particular about cataloguing and metadata and preservation and provides links to several useful glossaries.
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Media Matters
Collaborating Towards the Care of Time-Based Media
A collaborative project created in 2003 between The New Art Trust, MoMA, SFMOMA and Tate, this site includes valuable resources with those charged to care for time-based art works.
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Variable Media Network
Variable Media Network
The Network proposes an unconventional new preservation strategy for the preservation of media works, as well as tools, case studies and terminologies. The project emerged from the Guggenheim Museum’s efforts and was supported by the Daniel Langlois Foundation for Art, Science, and Technology.
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Inside-installations
Inside Installations. Preservation and Presentation of Installation Art
A three-year research project (2004-2007), which gave guidelines, tools and several case studies for the conservation of installation art. It was coordinated by  Netherlands Institute for Cultural Heritage (ICN, Amsterdam), and co-organized by Tate, London; Restaurierungszentrum der Landeshauptstadt Düsseldorf; Stedelijk Museum voor Actuele Kunst, (SMAK, Ghent); Foundation for the Conservation of Contemporary Art (SBMK, The Netherlands); Museo Nacional Centro de Arte Reina Sofia, Madrid.

 

Optical media
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Council on Library and Information Resources and, Library of Congress (CLIR)
Care and Handling of CDs and DVDs - A guide for Librarians and Archivists Fred R. Byers, 2003
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United Nations Educational, Scientific and Cultural Organization (UNESCO)
Risks Associated with the Use of Recordable CDs and DVDs as Reliable Storage Media in Archival Collections – Strategies and Alternatives (pdf), Kevin Bradley, 2006
The purpose of this document, prepared by the Memory of the World Programme's Sub-Committee on Technology, is to provide detailed guidance on managing the risks associated with storing archival data on recordable CD and DVD. It recommends a strategy to reduce these risks through error measurement and appropriate management.

 

Storage
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Association of Moving Image Archivists (AMIA)
Storage Standards and Guidelines for Film and Videotape (pdf),
Good practice for storage.
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Image Permanence Institute (IPI)
IPI Media Storage Quick Reference (pdf), Peter Z. Adelstein, 2004
Role of storage, conditions of temperature, relative humidity and air quality, in the physical survival of photographs, films, audio and video tapes, CDs, and DVDs.

 

Video preservation
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American Institute for Conservation of Historic and Artistic Works (AIC)
Caring for your Home Videotape Debbie Hess Norris et al., 1997
Short and basic primer on videotape, covering such issues as composition, storage and handling, restoration, and playback devices.
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Association of Moving Image Archivists (AMIA)
Video Q & A. Answers to Frequently Asked Questions on Video Formats and Preservation Introduction (pdf), Jim Linder and Jim Wheeler,
In this column the authors answer frequently asked questions about video formats and preservation basics.
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Association of Moving Image Archivists (AMIA)
Videotape Preservation Fact Sheets (pdf),
Basics on history and composition of videotape, definition of terms, guidelines for handling, managing and preserving.
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Association of Moving Image Archivists (AMIA)
Videotape Preservation Handbook (pdf), Jim Wheeler, 2002
This handbook is intended to answer the questions of archivists, librarians, and others who have a collection of videotapes they hope to preserve. The guidelines offered introduce the seminal topics, however the resource does not offer great detail on any topic.
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Council on Library and Information Resourcesand, Library of Congress (CLIR)
Magnetic Tape Storage and Handling: A Guide for Libraries and Archives John Van Bogart, 1995
Comprehensive guide to magnetic tape storage. Also includes an appendix for magnetic tape care, a glossary, and a list of further reading.
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Dance Heritage Coalition (DHC)
Digital Video Preservation Reformatting Project , Jim Wheeler, Ian Gilmour, Jim Lidner, 2006
The final report for a large-scale analog to digital video preservation project, this document asserts that JPEG-2000 should be the file standard for digital preservation of moving images with detailed explanation.
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Bay Area Video Coalition (BAVC)
Preservation Glossary
An extensive glossary of common video and preservation language.
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Experimental Television Center (Experimental Television Center)
Video History Project
This project focuses on advocating the long-term preservation of video, in particular video, and includes a number of valuable resources.
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International Organization for Standardization (ISO)
Imaging Materials-Magnetic tape- Care and handling practices for extended usage 2006
Published in 2006, this document outlines the physical problems with magnetic tape and provides standards for long-term care. Note: user must pay a fee to access this document.
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The Library of Congress (LOC)
Television/Video Preservation Study: Volume 1: Report 1997
This report is a large-scale examination of the state of television and video preservation in 1997 and offers suggestions for improving the situation.
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National Endowment for the Humanities (NEH)
The Preservation of Magnetic Tape Collections: A Perspective (pdf), Jean-Louis Bigourdan, James M. Reilly, Karen Santoro, Gene Salesin
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Stanford University (SU)
Video Preservation Website, Timothy Vitale, Paul Messier, 2007
A complete guide from the identification of historical formats and equipment to the best practice for migration.
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Texas Commission on the Arts (Texas Commission on the Arts)
Videotape Identification and Assessment Guide (pdf), Mona Jimenez and Liss Platt, 2004
Aimed at museum staff, this guide deals with the preservation of videotapes in organizations that do not specialize in audiovisual collections or preservation.
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Video Recording Formats
Video Recording Formats, Mika Iisakkila, 2000
This website provides useful information about video formats and standards.
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VidiPax (VidiPax)
Video Format Guide
This guide outlines each video format and is intended as a reference tool for dealing with videotape collections.
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updated on: 26 September, 2008
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