Field+Book+Project+Workflow+Resources

toc We are determined to share our workflows and cataloging resources in hopes that other institutions may benefit from what we have learned over the course of the project. Here we offer links to documentation for others to review before working with their own field note collections. These documents are designed to offer the reader information about the methods and workflows Field Book Project has developed since it began at Smithsonian Institution in 2011, as well as how FBP contributes content to Biodiversity Heritage Library through Macaw (BHL’s Metadata Collection and Workflow System). Please keep in mind, many of the documents are still in draft. If you have any questions, please feel free to contact Adriana Marroquin, project manager at marroquina(at)si.edu.

= Field Book Project -- BHL Workflow = This material is particularly geared to institutions who may want to contribute to BHL but are not planning to create MARC records.


 * ** Documents ** || ** Document summary ** ||
 * Field Book Project FAQ || Overview of Field Book Project and its method of contributing to BHL ||
 * Scanning FAQ || Overview of practices SIA developed for digitizing field books for BHL ||
 * Conservation FAQ || Discusses basic handling procedures for archival materials ||
 * Example of FBP MARC record designed for BHL || Demonstrates how description elements selected and used by FBP display. ||
 * FBP BHL metadata mapping || Shows sources and crosswalk of all the description elements that are uploaded to BHL. ||
 * Macaw CSV template || Includes a guide, template, template with data, and metadata outline. ||
 * Digitization selection criteria || Selection criteria developed by Smithsonian staff for Field Book Project materials ||

= Cataloging Manuals = Below are the manuals used by Field Book Project catalogers and links to references developed during the cataloging process.


 * ** Manuals ** ||
 * * Field Book Project cataloging manual
 * Handling guidelines for catalogers ||

= Helpful BHL Documentation = We also recommend the following documents which offer further direction when working with BHL.
 * User Guide for Macaw: http://s.si.edu/BHLMacawUserGuide For uploading non-MARC description, look under “Creating items via .CSV upload”)
 * BHL Metadata requirements: @http://s.si.edu/BHLmetadata