Are there any examples of these various policies, procedures and guidelines that might be included in an appendix for a repository to reference when drafting their own? These are central to a successful handling of born-digital records, and many–if not most–repositories and donors/dealers will not have current policies, procedures and guidelines in place yet.

What are some examples of “technical specialists” that a donor (or repository) might want to employ? I think this is addressed more in 2.1.1, perhaps in reference there to the “digital specialists” who may be able to help. It’s a good idea to address this issue and strongly encourage all parties to take extra precaution with outdated hardware, software and file formats.

Data documenting assessment of digital media physical condition should not be stored only in the closed donor, purchase, or acquisition files. As this section states, physical condition may impact preservation planning. When planning, repository administrators should be able to compare physical condition assessment data against a range of other factors like intellectual access, research value, interest, etc. For example, the Archivists’ Toolkit has assessment records that allow one to assign numerical values for condition of material, physical access, intellectual access, interest, research value, as well as a series of other fields. These records can then be reported and analyzed in mass.

While appraisal might be familiar in the sense used by archivists and appraisal might be familiar to some of the intended readers of this document, I suspect it might be problematic for donors and dealers, who may only think of appraisal in the sense of appraisal of monetary value.

Additionally, at this phase, an assessment might include an analysis of the relative uniqueness of the born-digital content. How much of the content is only to be found on this particular drive or storage medium? How much of the content is mirrored elsewhere in the world? What rights does the donor have to donate the born-digital content in question to the repository?

Noting the the use of ‘assessment’ and ‘evaluated’ it occurred to me that this section is dealing with appraisal of collections.  I wonder if it is worth mentioning that word in this section to resonate with soem readers.

The sample policy and collection surveys from the AIMS white paper are a great example/template for this, you could reference them or include something similar as an appendix: http://www2.lib.virginia.edu/aims/whitepaper/AIMS_final_appF.pdf

A brief mention of specific methods to avoid altering digital files, such as using write-blocking hardware/software or ensuring read-only access might be helpful

The last sentence in this paragraph refers to “preservation for access in the longer-term” as an additional option when screening isn’t feasible. It might be helpful to clarify what this option entails and implies and how it is distinct from the previously mentioned access restrictions (which can be governed by dates/years passed since creation) and embargo periods.

Good point! I’ve added a release date to the footer containing the licensing information.

Gabby