Guides
Practical notes from the systems we build and support, for staff planning a new collections system, a public digital archive or a change to their finance system.
All guides
Moving a collection catalog to a new system: a checklist
For museum, archive and library staff moving records from an older catalog, a collections database or spreadsheets into a new system. Includes what to ask your digitization vendor.
Published and unpublished: keeping private records off a public archive website
For archive managers and directors who want to put a catalog online while some records stay private.
When your finance system moves to the cloud
For finance and operations staff whose grant, program or reporting applications connect to a finance system that is moving to the cloud.