Cover Sheet for Proposals JISC e-Content Programme 2008-11, Strand

Cover Sheet for Proposals
(All sections must be completed)
Name of Initiative: Enhancing Digital
Name of Lead Institution:
Name of Proposed Project:
e-Content Capital Programme
JISC e-Content Programme 2008-11, Strand
A: Institutional Skills and Strategies
The John Rylands University Library, The
University of Manchester, U.K.
Centre of Competence for Heritage Digitisation
in the North of England
Name(s) of Project Partner(s):
Full Contact Details for Primary Contact:
Carol Burrows
Position: Assistant Librarian (Special Collections – Imaging)
[email protected]
Address: The John Rylands University Library, The University of Manchester,
150 Deansgate, Manchester, M3 3EH, UK
+44 (0)161 275 3778
+44 (0)161 834 5574
Length of Project:
18 months
Project Start Date:
August 2009
Project End Date:
Total Funding Requested from JISC:
£ 156,472.00
Total Institutional Contributions:
£ 162,739.00
January 2011
Total Funding Broken Down over Financial Years (April-March):
Sept 09 – March 10
April 10 – Feb 11
£ 129,607.00
£ 189,604.00
Outline Project Description:
The John Rylands University Library, The University of Manchester has developed considerable
skills and expertise within its staff of creating and managing digital surrogates of material that
requires sensitive handling, typically historical or cultural materials with great research potential.
We propose to investigate the feasibility of establishing a Centre of Competence for Heritage
Digitisation, based within the University of Manchester, promoting best practice in object-centred
digitisation. Our main objective is to explore and test various business models with external
partners, thereby allowing those institutions which do not have the necessary resources to embark
on digitisation activity to benefit from our expertise and facilities. The feasibility study will examine
demand, assess staffing and skills required, address any issues that may arise and provide
solutions to problems, and balance the logistics of the service against the expenditure in order to
determine whether the Centre could operate as a self-financing initiative. We also propose to
provide an internship programme to contribute to the skills base in the heritage digitisation sector.
Our initial focus will be in the north of England, where no organisation currently operates such a
specialist service.
I have looked at the example FOI form at
Appendix A and included an FOI form in the
attached bid (Indicate in relevant Box)
I have read the Circular and associated Terms
and Conditions of Grant at Appendix B (Indicate
in relevant Box)
FOI Withheld Information Form
We would like JISC to consider withholding the following sections or paragraphs from
disclosure, should the contents of this proposal be requested under the Freedom of
Information Act, or if we are successful in our bid for funding and our project proposal is made
available on JISC’s website.
We acknowledge that the FOI Withheld Information Form is of indicative value only and that
JISC may nevertheless be obliged to disclose this information in accordance with the
requirements of the Act. We acknowledge that the final decision on disclosure rests with
Section / Paragraph No.
None for withholding
Relevant exemption from
disclosure under FOI
The John Rylands University Library (JRUL), The University of Manchester, has world-renowned research
collections. It was recently designated by HEFCE as one of only five National Research Libraries – the only one located in
the north of England. The Library’s Special Collections are of exceptional importance in a wide range of disciplines, and
were one of the first library collections to be designated by the Museums, Libraries and Archives Council in 2005. Recently
the Library has undertaken two major digitisation projects: the JISC-sponsored Middle English manuscript project, In the
bigynnyng, and the AHRC-funded Genizah project (see Appendix 3 for further details). We have also been awarded funding
for several smaller digitisation projects for summer 2009, including a Dante project funded by the British Academy and a
Shahnama project funded by The Islamic Manuscript Association. All projects are scheduled for completion this autumn.
Library staff have considerable skills and expertise in creating and managing digital surrogates of materials that
require sensitive handling. We have two fully-equipped imaging studios with high-specification cameras and digital backs,
two conservation-friendly Copibook scanners (, two fixed copy-stands and a
Traveller’s Conservation Copy-stand. Whereas some institutions excel in mass digitisation, no other organisation in the
north of England specialises in the digitisation of heritage materials; the nearest facility is located in the East Midlands (a
private company). Indeed, the set-up costs of such facilities are prohibitive for many institutions. We are therefore applying
to JISC for funding under the e-Content Programme, ‘Strand A: Institutional Skills and Strategies’ to test the feasibility of
establishing a regional Centre of Competence for Heritage Digitisation, based within the University of Manchester. By
locating the Centre within the University we are able to draw on an exceptional body of skills and expertise ranging from IT
to Islamic art.
Manchester’s geographical position, with good road, rail and air links, makes it an ideal centre for such an
initiative. Whilst retaining the facilities to digitise at two Manchester sites (Deansgate and Oxford Road), we can also offer
a peripatetic service, travelling to stakeholder sites and digitising in situ, thus saving the costs of transportation, storage and
insurance and reducing the risk of loss or damage to unique and often extremely valuable materials. Should demand be
identified we are happy to extend the service beyond the region.
Aims and Objectives
Our aim is to establish whether there is demand for a regional Centre of Competence for Heritage Digitisation,
embedded within the University of Manchester. We will establish partnerships with museums, libraries and archive
repositories throughout the region, and beyond, to develop and test collaborative models for digitisation.
Our objectives are to:
Explore and test various business models and practices with external partnerships and alliances;
Achieve economies of scale by competitively marketing our services and expertise;
Develop a strategy for continuation and long-term sustainability of digitisation activities;
Embed digitisation into our institutional strategies and practices;
Define best-practice for object-centred digitisation;
Expand our existing on-line content by hosting related materials held by other institutions;
Fulfil JISC, Library and University strategic goals (see Appendix 4).
Project Deliverables
A report on the feasibility of a heritage digitisation service and advisory centre;
Recommendations for effective business models and methodologies;
Publicity and promotional material, including a dedicated website where all reports and studies will be published;
Additional digitised content, freely available on-line;
Recommendations for best, good and basic levels of practice for object-centred digitisation.
New and improved regional and national partnerships and alliances, including with JISC Digital Media;
Acquisition of business acumen;
Retention and best use of resources;
Cost-saving benefits of sharing equipment and expertise;
Enhanced access to and preservation of unique cultural materials for academic and public engagement;
Graduate training opportunities, increasing the skills base in the heritage digitisation sector;
Role model and / or service for other regions;
Fulfilment of JISC, Library and University strategic goals.
Key staff will be directly seconded to the project. Carol Burrows, Assistant Librarian: Imaging, will be appointed as Project
Manager (0.5 FTE), supported by the Head of Special Collections (a member of the JRUL’s Leadership Team reporting
directly to the University Librarian and Director). Caroline Checkley-Scott, Collection Care Manager, will oversee issues
relating to collection care (0.2 FTE), whilst technical assistance will be provided by the Digitisation Support Assistant (0.25
FTE) under the supervision of Jennifer Curtis, Digitisation Manager (0.2 FTE).
Four new posts will be created as a result of the project:
• 1 Senior Photographic Technician (1.0 FTE);
• 1 Photographic Technician (Internship 1.0 FTE);
• 1 Conservator (Internship 1.0 FTE);
• 1 Cataloguer / Administrator (1.0 FTE).
Following submission of the bid, role descriptions and advertisements will be prepared and internal approvals obtained, so
that recruitment can begin immediately after the award of the grant. We would expect the Cataloguer and the Senior
Photographic Technician to be in post by 1 October 2009. The internships will each be contracted for a 12 month period
between 1 October 2009 and 31 January 2011; these posts will be advertised externally on University and professional
websites. In the unlikely event that recruitment is unsuccessful, existing members of staff will be seconded to the project
and their posts back-filled. New staff will be based within the Special Collections Division at the Deansgate site.
To achieve best practice, the heritage sector needs access to well-trained professionals. We are proposing to offer two
project internships: a photographer and a conservator. An internship provides a unique period of intensive work experience
under the supervision of a qualified and skilled conservator or photographer. It acts as a stepping-stone on an individual’s
career path, giving the Intern impetus to move to the next stage, whether academic training, further practical experience, a
first job or a head-start towards professional accreditation. It offers the individual an opportunity to gain additional
knowledge and develop practical skills without the usual constraints and responsibilities of everyday employment. Interns
will be acknowledged as having a special training status, supported by professional staff within the JRUL.
Robert Taylor will be appointed as external consultant for the project. Further information regarding Robert’s credentials is
given in Section 5.9. For ten weeks during the summer of 2010 we will offer an internship to a student enrolled on the MBA
at the prestigious Manchester Business School. This can be extended part-time to the end of October 2010. The intern will
continue to benefit from faculty supervision, and as a current member of The University of Manchester there will be no
issues regarding immigration or work permits. A Steering Group will offer strategic direction and will include the
consultant, the supervisor of the MBA intern, and representatives from the North West Regional Archives Council, heritage
libraries in the north-west region and the University of Manchester’s Faculty of Humanities.
Partnerships and test models / methodologies
Some potential partnerships have already been identified (see Section 3); others will be established during the project. In
each case, the Project Manager and relevant team members will meet with stakeholders to clarify the terms and conditions
of their role as test model, identify any content to be digitised where applicable, and confirm the nature of the partnership.
Benchmarks and specifications will be agreed. Processes and standards will be documented and included in a Service Level
Agreement to be devised as a part of the project. A work plan will be established for each project model. Some examples of
project models we wish to test and cost include:
• Digitising external collections at the JRUL;
• Digitising external collections in situ;
• Digitising small numbers of images (e.g. one manuscript codex);
• Self-service scanning (Copibooks at Deansgate and Oxford Road sites);
• Metadata production;
• Hosting external collections in our image management system (Luna Insight);
• Training partners to produce their own metadata;
• Pre- and post-digitisation treatment assessments and services;
• Options for preservation, including archive storage solutions for images;
• Knowledge / service exchange with partners;
• Funding bid collaboration:
• Advisory service.
The Project Manager will keep logistical records, including time-sheets, expenses and records of equipment used. For each
case study the MBA Intern will prepare a detailed Cost Benefit Analysis to determine the viability of offering the model as a
commercial service.
Market and user needs analysis
In association with the Project Manager and the Consultant, the MBA Intern will undertake a comprehensive survey of the
potential heritage sector market in the north-west region. A representative section of institutions will be targeted and asked
to take part in an analysis of customer needs. This scoping exercise will help us formulate the strategy for the Centre,
ensuring we pitch our services to maximum effect, whilst simultaneously advertising the service and enlisting external
institutions as stakeholders in the project and beyond.
Feasibility study
The aim of the feasibility study will be to explore the financial and logistical practicalities of the test models in relation to
the potential market to determine whether a Centre of Competence in Heritage Digitisation could be self-financing. It
should address the appropriate staffing levels and skill sets required, highlight problems and identify solutions. It should
also address alternative business models and make recommendations for improving planning and budgeting, leading to
more effective financial decision making. The feasibility study will be written by the MBA Intern as the final paper of their
internship, and be quality assessed by both their supervisor at the Manchester Business School and the external consultant.
Pre- and post-digitisation treatment
The JRUL is working towards best practice in object-centred digitisation. All of the processes related to the care of the
collections that precede and follow the actual image capture are described as “pre- and post-digitisation treatment”. The
condition of the object prior to image capture will be fully documented, as is current practice on all similar projects at the
JRUL. This can be a lengthy process in cases where the object is of high intrinsic, reputational or monetary value, or has
complicated features, e.g. fold out plates, pigments etc. Additional requirements for preservation following image capture
will be identified and costed. It is a commonly known fact that digitisation increases interest in the original object. In order
to take a responsible approach to digitisation and to ensure long-term preservation of objects, pre and post treatment must
form part of that process. The Conservator Intern will write a report on the impact of digitisation on original objects with
reference to current projects.
Image capture
An inventory of existing equipment is outlined in Section 1.1.2. Image specifications, file-naming arrangements and
standards will be agreed with the customer and documented in the Service Level Agreement. Progress will be recorded on
spreadsheets. Options for archiving images may include raw 48-bit files archived on tape and 24-bit processed TIFF files
archived on hard drives and / or transferred to University servers. Data backup services managed by central University IT
Services will be used. Raw files will routinely include a Kodak colour strip and scale rule, but these can be cropped from
processed files if the partner wishes.
1.4.10 Image management and delivery
JRUL already has the capacity to build image collections using the Luna Insight suite, our proprietary image management
system supplied by Luna Imaging Inc.. We currently have four digital collections: The Rylands Collection (a general
collection highlighting some of our treasures), a Medieval Collection, a Genizah Collection and a Papyri Collection. All are
publicly available via our website ( We also
host a collection accessible only by the School of Arts, Histories and Cultures, due to copyright restrictions on some of the
images. We propose to extend our content by hosting external collections which interface well with our own. Depending on
the model chosen, metadata creation can be undertaken in-house by the JRUL cataloguer or externally by partners, for
whom training can be provided if required. Licence and hosting fees would be payable annually to Luna Imaging Inc (for
partners undertaking their own metadata creation, covering use of their Inscribe software during the collection building
phase) and to the JRUL (to include storage costs). JRUL photographers would load a copy of each processed image into the
system via Luna Insight Studio software, which creates a JPEG 2000 file for viewing purposes. Images will be displayed via
the new LUNA viewer provided as part of Insight 6.0 software. LUNA is a web-based front end to Luna Insight, offering
Web 2.0 concepts such as embedding and linking. All images placed in this system will be copyright cleared and freely
available on-line. The Technical Support role will provide support to all stakeholders with regard to the Insight components.
1.4.11 Data capture
For collections to be hosted in Luna Insight, the JRUL Cataloguing Assistant or a designated member of the partner’s team
will create a record for each image using Luna’s Inscribe software. Progress will be recorded on spreadsheets and crosschecked with capture data to ensure consistency. The image-level metadata will include any significant details about the
original folio, plus image capture information. Metadata is held in the Oracle 10 database which underlies the Luna Insight
image management suite. Both metadata and images can be downloaded or printed directly from the viewer software, or
links embedded into web-based materials. Full training on use of the suite will be delivered by Carol Burrows.
1.4.12 Website
Initially we will set up a project website, adhering to JISC guidelines. The home page will describe the project, outline the
objectives and include sponsors’ logos. Tabbed links will be provided to further pages, to include all project documentation
and reports, details of services provided, on-line image collections created under project auspices, related sites and services
(including JISC Digital Media) and partners homepages. A dedicated service website will be developed towards the end of
the project.
1.4.13 Work plan
A detailed work plan is included in Appendix 1.
Project Governance and Management
The Project Manager will oversee the progress of the project, liaising with team members, the Steering Group and JISC.
The Project Manager will monitor workflows and have responsibility for service agreements, quality assessment and
delivery. The project team will meet bi-monthly. Project governance at a higher level will be overseen by a Project Steering
Group which will meet every four months (see Section 1.4.4). Project reports will be submitted to JISC at a frequency to be
agreed with the Programme Manager.
Copyright in unpublished manuscripts and archives is perpetual under current UK legislation. However, any
material digitised as a result of this proposal will be physically owned by the partner organisation, or must have the owner‘s
permission if collections have deposit status. In cases where copyright ownership cannot be identified (e.g. 16th century
manuscripts) we regard the potential for a claim for rights infringement to be infinitesimally small. Partners will retain
copyright in their images. As employees of the University of Manchester the photographers have no claim to copyright.
Authentication configured within the Luna Insight display system controls the available resolution of images, so that they
can be made available for direct download only at a smaller size/lower resolution than can be viewed online, thus protecting
intellectual property. Requests for larger images or publication rights will be directed to the partner institutions or, by
agreement, can be handled by JRUL’s Imaging Services.
Our basic standard for image capture follows JISC Digital Media’s ‘Guidelines for Image Capture and
Optimisation’. Images will be catalogued to a locally developed application profile, based on and compliant with VRA 3.0
metadata standards. It is also UK-LOM Core and Dublin Core compliant and mapped to the Getty Crosswalk. Library of
Congress Subject Headings and the Getty Thesaurus of Geographic Names are used for authority control. We adhere to
JISC Digital Media’s guidelines for the preservation of images. The project website will conform to JISC guidelines.
Quality benchmarks and specifications will be established with all stakeholders during the planning stage of each project
model, based on needs analysis and workflow feasibility. Processes and standards will be documented and included in a
Service Level Agreement. The pre- and post-digitisation treatment complies with and is guided by the national and
international standards of the profession: The Institute of Conservation (ICON), The European Confederation of
Conservator-Restorers’ Organisation (ECCO), and the International Council of Museums (ICOM). Members of the JRUL
belong to the following additional professional organisations: Museums Association (MA), The Society of Bookbinders,
and ICOM.
Risk analysis and mitigation strategy
Likeli- Impact
in Managerial 3
Risk Management
Approach / Mitigating Actions
Early Warning Signs
Project plan informed by previous
experience of projects management.
monitoring procedures provide early
warning of problems. Review
imaging and metadata procedures to
obtain efficiencies. As last resort
provide additional Library resource.
Motivation via contractual terms,
good job design, good working
Relatively short duration of project
reduces likelihood of permanent staff
Establish clear aims and objectives
at outset. Regular communication
between project partners via email
and telephone. Frequent progress
reporting by both partners.
Ensure remuneration is appropriate
to skills level. Second in-house staff
in the event of recruitment problems.
Workflow fails to meet
targets in early stages
of project.
Loss of key
between JRUL
& partners
Inability to
Lack of
sector support
Lack of
support for
issues prevent
image capture
Loss of
metadata or
image files
Luna Imaging
ceases trading
or no longer
supports Luna
Failure of
IPR problems
Rigorous targeting of community
during user needs analysis. Make
meetings of steering group. Clever
marketing to attract partners
Regular meetings of steering group.
Consultation with academics. Win
support of senior figures in
Assessment of condition of materials,
prior to agreements. Remedial
conservation work done in-house to
make materials fit for imaging.
Rigorous storage and back-up
procedures, in line with University
Regular liaison with Luna Imaging;
active involvement in Luna User
Group. Luna supplies many major
museums and libraries, so low risk of
leaving this market. Metadata and
images are in generic formats which
can be migrated.
Obtain warranties from suppliers.
Rapid replacement.
Low risk of surviving copyright
holders. Withhold images until
agreement reached for display
Low morale,
absenteeism, poor
quality of work, low
output. Identified
through regular
meetings and PDR
Deviation from agreed
outputs. Irregular or
applicants. Repeated
Poor take-up on
survey. Lack of
response. Negativity.
Non-attendance at
meetings. Failure to
respond to
difficulty in handling
Accidental loss
individual files.
Poor communications
with Luna Imaging;
failure to respond to
queries and requests;
rumours of
Poor reliability of
copyright holders.
Exit Plans
Exit plans and sustainability are addressed in 2.2 Sustainability, below.
The John Rylands Library has an international reputation for excellence and is committed to continuation of
digitisation activity to support teaching, learning and research in the University and beyond. The Centre of Competence in
Heritage Digitisation would enable the JRUL to share its expertise with smaller organisations which have little opportunity
to develop such facilities and knowledge. All documentation, studies and recommendations created as part of the project
will be made publicly available on the project website. These can assist other institutions to formulate their own digitisation
strategies or business plans. The Centre will also act as a role model for other collaborations.
We are keen to develop regional and national partnerships and alliances. This will facilitate the development of a
critical mass of digital collections for researchers. In the first instance we have targeted local project partners who have
collections of immense research value, but who lack essential skills, equipment or funding to digitise. Physical access to the
libraries of some of these institutions is limited. New digitised content will be created and will provide ingress to previously
unexploited resources and unique cultural materials with rich research potential. The models we wish to test will all be
mutually beneficial. For example, the service / knowledge exchange, whereby the JRUL could undertake digitisation or host
material in return for a service or skill which fulfils a vital function to JRUL operations, would eliminate the necessity (and
expense) of fund-raising, create a valuable research resource and be of mutual advantage of both partners. The Centre would
also present opportunities to foster alliances with complimentary services, for example Salford University, which operates a
Centre of Competence for OCR.
The skills and expertise in the JRUL would be enhanced; in particular we would acquire business acumen.
Internships will offer graduate training opportunities, increasing the skills base in the heritage digitisation sector. There is
also potential to ally with Manchester Metropolitan University to offer student placements, lectures or visits to students of
Librarianship in the Department of Information and Communications. This complies with the JRUL’s strategic goal to
nurture talent and encourage career progression. In addition, the Centre would fulfil several of the University’s strategic
goals, in particular Goal 3: Exemplary knowledge and technology transfer, and Goal 9: More effective community service.
Benefits Analysis and Sustainability
1.Feasibility study for
heritage digitisation
service and advisory
2. Recommendations for
business models and
3. Promotional materials
A regional centre proving a niche service.
Raises the profile of the Rylands. Sharing of
expertise and resource with a wider
community. Aid to strategic planning.
Aids to strategic planning. Dissemination of
findings with wider community.
Sustaining the benefits
Generates income to sustain digitisation
activity. Knowledge / service exchange
reduces need to raise capital. Customer
evaluation and feedback.
Annual reports and budgets made public.
Publicity and promotion of project and
service. Dedicated website.
4. Extended digital
Raises profile and increases accessibility to
research material. Opens collections to
international academic community.
Blueprint for internal digitisation activities.
Advice to external operators.
Develop marketing strategy. Promote project
and service at workshops, conferences, etc.
Website to be maintained by service manager.
Integration into Rylands image library or
partners’ repositories. Images and metadata in
non-proprietary format.
Regularly updated by service manager and
associated staff. Staff remain abreast of
technological developments.
5. Recommendations for
best practice
New partnerships
Collaboration with other cultural assets
centres; knowledge transfer; reduced costs;
greater likelihood of success in future
funding applications.
Acquisition of business
Experience of this project will inform and
direct both libraries’ future plans for
digitisation; knowledge transfer will benefit
wider HE community.
Retaining key staff and expertise in
institution; exploiting potential use of
resources to best advantage.
Retention and best use of
Shared use of equipment
and expertise
Enhanced access to
research materials
Graduate training
Role model
Fulfilment of strategic
Sharing of expertise and equipment
streamlines practices and promotes costefficiency by achieving increased usage.
Increased use of heritage materials in
teaching, learning and research. New
opportunities for comparative research.
Opportunities for graduates to gain
experience in the heritage sector; widens
skills base.
Raising of the Library’s profile in
association with digitisation activity.
Institutions in other regions will be able to
profit from our experiences.
Project will help the Library to deliver the
University’s 2015 strategic agenda. Raises
profile of our digitisation activities and
helps embed them into University
Sustaining the benefits
Ongoing liaison between JRUL, partners, and
other practitioners, through direct contact,
marketing, papers, etc.; ongoing liaison with
JISC and other funders to exploit funding
Internal knowledge transfer through project
workbook, briefing meetings; develop
protocols for service management, digitisation
and project management.
Self-sustaining Centre of Competence for
Heritage Digitisation, generating enough
income to enable resource to continue;
adherence to recommendations of business
Continue to operate services; papers and
workshops; website maintained
Continual liaison between institutions, library
staff, and academics; images and metadata
incorporated into digital library.
Continue to offer placements and training.
Continue to offer excellent service, while
remaining financially competitive.
Papers; workshops; documentation on
Promote the project within the University and
the region; build it into the operational plan.
The JRUL is committed to making its collections widely accessible, through innovative yet sustainable methods of
delivering digital surrogates and metadata, as well as via direct access. We regard this project as the opportunity to trial
various business models and services that will enable us to do this. The recommendations of the feasibility study will inform
further development. We therefore have a strong interest in the sustainability of the project and its outputs and outcomes.
The JRUL is a member of the Digital Curation Centre (DCC) Associates Network and DCC Forum and we are in
touch with their advice on best practice in the preservation of digital assets. We have taken account of the JISC Digital
Media guidelines on digital resource preservation. Advice on working and long-term storage has been sought from
specialists in the University’s IT Services Division. Different storage costing models will be investigated, e.g. annual fee,
one-off charge. Images integrated into the JRUL digital collections, will be accessible to all via Luna. Luna is in widespread
use internationally, with an active users group. Should Luna no longer be supported or be superseded by better delivery
mechanisms, migration should be straightforward since the metadata is exportable in XML format and Dublin-core
complaint. Use of non-proprietary formats will help to ensure the longevity of image and metadata files.
We have identified a number of stakeholders in the project, including the heritage sector, Higher Education
researchers, students and fellow practitioners. These are detailed with an engagement strategy in Appendix 2. Initially we
will work with the National Trust and Chetham’s Library to trial certain scenarios. A partnership with Chetham’s, who are
close physical neighbours in Manchester city centre, will enable us to trial on-site imaging at a city-centre institution and
subsequent hosting of content. In particular we are proposing to digitise twelve Middle English manuscripts in order to
extend the collection created by the JRUL’s JISC-sponsored In the bigynnyng project. Metadata creation will be undertaken
by staff at Chetham’s. There are a number of specific projects under discussion with the National Trust, which dovetail with
existing JRUL priorities. We will travel to the Library at Tatton Park to photograph a seventeenth-century Persian
manuscript and the original architectural plans for the Mansion. Individual items from the collections at Townend and Lyme
Park will be used to trial the transportation of material for digitisation at the JRUL. These ventures will help to assess travel
costs and methodology. The famous 1487 Missal from Lyme Park has already been digitised, but is not currently available
on-line. There is potential to host these images in Luna Insight. All of these projects would build on existing partnership
ventures with the Trust, including a major jointly-curated exhibition on 2011. Detailed engagement is further outlined in
Section 1.4: Methodology. A full survey of potential heritage-sector customers in the north-west will be undertaken as part
of this project.
Within the University there is potential for working with other cultural assets, including the Whitworth Art Gallery
(WAG) and Manchester Museum. We currently offer a free transparency-scanning service to WAG and have co-operated
with them previously on the purchase and subsequent conservation and digitisation of the Walter Crane Archive. The
Museum has already expressed its intent to participate in the project (see letter of support). An alliance with the JRUL’s
Collection Care Department will enable us to offer a broader range of related services to the heritage sector, whilst ensuring
the preservation of vulnerable materials. We have a strong relationship with the University’s Communications, Media and
Public Relations Department and will exploit this to market the service. We already work closely with central University IT
Services in developing provision of suitable working and archive storage solutions.
In addition to Chetham’s Library, Manchester Public Libraries hold important archives, manuscript and rare book
material, as does the Greater Manchester County Record Office. The Portico Library also has important heritage collections.
Salford University are a Competency Centre for OCR; for example, an alliance with Salford would broaden the range of
related services whilst reducing the need to duplicate specialism. Regionally, the north of England is home to many
academic institutions, historic houses, public and private libraries, museums, archive centres and repositories, all with
important cultural material; York Minster have already expressed an interest in an alliance. The user and needs analysis will
enable us to scope potential areas of partnership, whilst targeting the service at the customer and user requirements.
The JRUL already has experience of working with JISC on collaborative projects, and project staff are familiar
with the reporting and dissemination procedures. We will work collaboratively with the JISC programme manager, attend
programme meetings, and share our experiences on the project with other JISC projects and programmes. All
documentation will be available on our website and we are willing to host workshops and other events in order to make our
outputs available beyond the funding life of project. We would not endeavour to offer general consultancy services; JISC
Digital Media already offers an excellent advisory service. However, we would offer assistance with funding bids where it
is envisaged that we would provide digitisation services, and review collections / individual items to advise on
methodology. We would also advise on treatment, digitisation or metadata issues relating directly to the specialist materials
with which we are associated.
We are committed to creating digital content to support our academic community. We already work closely with
academics in our Faculty of Humanities and external institutions (e.g. MMU, Salford, Bolton) to deliver a programme of
academic engagement using our Special Collections. These relationships are vital to our Digitisation Strategy and will
ensure we are targeting for digitisation those resources that will be of prime importance in the support of research, teaching
and learning. We are also investigating an intern programme for post-graduates in the fields of conservation and
We will work closely with the JRUL’s and the University’s marketing teams to promote and evaluate the service.
The MBA Intern will be tasked with evaluating the success and viability of each test model. Factors to be considered will be
customer satisfaction, cost-effectiveness and demand. Their feasibility study will direct the future operation of the service.
Our studios are equipped with digitisation equipment, worth over £150,000, which will be made available for
project use. For peripatetic digitisation we need to purchase an Apple Macintosh laptop, to allow image quality to be
checked at site of capture, together with an additional camera, digital back and lens, so that work can continue in the
studios. In addition we will acquire a laptop for the conservator intern. The major directly-incurred costs of the project are
aligned to the additional staff required to provide external digitisation services and programmes, and for consultancy fees.
Budget statement
Directly Incurred
Senior Photographic Technician, Grade 4, 1.0 FTE
Sept 09- March 10
April 10-Feb 11
£ 13,478.00
£ 20,217.00
£ 33,695.00
Cataloguer / Administrator, Grade 4, 1.0 FTE
£ 14,325.00
£ 21,488.00
£ 35,813.00
Photographic Technician (Intern), Grade 2, 1.0
FTE (12 months only)
Conservator (Intern), Grade 2, 1.0 FTE (12 months
Consultant, 15 days over the project
£ 8,509.00
£ 11,912.00
£ 20,421.00
£ 8,509.00
£ 11,912.00
£ 20,421.00
£ 2,820.00
£ 4,230.00
£ 7,050.00
MBA Intern, 10 weeks 1.0 FTE and 7 weeks 0.5
Total Directly Incurred Staff (A)
£ 11,985.00
£ 11,985.00
£ 47,641.00
£ 81,744.00
£ 129,385.00
Sept 09 – March 10
April 10 –Feb 11
Travel and expenses
£ 2,000.00
£ 2,500.00
£ 4,500.00
Hardware/software / equipment
£ 14,754.00
£ 208.00
£ 14,962.00
Dissemination & Consultancy
£ 1,400.00
£ 2,667.00
£ 4,067.00
£ 2,033.00
Other (Consumables, and training)
Total Directly Incurred Non-Staff (B)
£ 18,679.00
£ 8,408.00
£ 27,087.00
Directly Incurred Total (C)
Directly Allocated
£ 66,320.00
£ 90,152.00
£ 156,472.00
Sept 09 – March 10
April 10 –Feb 11
£ 32,028.00
£ 50,330.00
£ 82,358.00
£ 6,160.00
£ 9,680.00
£ 15,840.00
Directly Allocated Total (D)
£ 38,188.00
£ 60,010.00
£ 98,198.00
Indirect Costs (E)
£ 25,099.00
£ 39,442.00
£ 64,541.00
Total Project Cost (C+D+E)
£ 129,607.00
£ 189,604.00
£ 319,211.00
Amount Requested from JISC
£ 66,320.00
£ 90,152.00
£ 156,472.00
Institutional Contributions
£ 63,287.00
£ 99,452.00
£ 162,739.00
Percentage Contributions over the life of the
No. FTEs used to calculate indirect and estates
charges, and staff included
49 %
51 %
Carol Burrows (0.5), Jenny Curtis (0.2), Caroline
Checkley-Scott (0.2), Digitisation Support Assistant
Quantitative and qualitative benefits to the institution, partners, the academic community and the heritage sector
are tabled in Sections 2.2.1 and 2.2.2. Any income generated as a result of the project will be declared for full transparency
and accredited to the project account. This will offset the Indirect and Directly Allocated Costs of the project. The
University of Manchester is also submitting a bid to the JISC e-Content programme under Strand B. As Britain’s largest
single-site University, the institution is capable of supporting both projects.
Carol Burrows (Project Manager). MA European Languages & Cultures, PG Diploma Librarianship. 25 years total
experience in libraries, 10 years in Special Collections. Assistant Librarian (Imaging), manages JRUL Imaging Service,
Special Collections on-line image collections and associated staff. Devised the application profile and standards for Luna;
member of national and international Luna user groups and the Digitisation Group of The Islamic Manuscript Association.
Currently Project Manager on the JISC-funded In the Bigynnyng project, as well as the Dante and Shahnama projects;
recently managed the digitisation of the JRUL’s Gutenberg Bible in association with Keio University, Japan.
Jennifer Curtis (Technical Support). Digitisation Manager at the JRUL, coordinating the development of the
University of Manchester Digital Library. Has over 25 years experience of development, administration, delivery, support
of electronic information services in university libraries.
Caroline Checkley-Scott (Collection Care). Collection Care Manager at the JRUL. Developing and implementing
the Collection Care Strategy for the JRUL. With nearly 20 years experience in the field at the British Library and Wellcome
Library she has been responsible for collection care issues associated with both mass and specialist digitisation projects. She
is Chair of the ICON Book and Paper Group. She is a consultant in Preservation for the Thesaurus Islamicus Foundation at
the National Library in Cairo, Egypt.
Digitisation Support Assistant (Technical Support). This post is currently vacant but will be filled internally by an
assistant with experience of digitisation and IT support as part of the current staff restructuring exercise at the JRUL.
Robert Taylor BSc FMA FRSA (Consultant) Robert Taylor is a scientist by training and during his museum career
has worked in a wide range of organisations, including the Science Museum in London. Robert led the development of
Amberley Working Museum into a major visitor attraction, before moving to the Royal Gunpowder Mills, Essex, to
complete the opening of this important heritage site. More recently he has been a consultant working in the UK and
oversees, as well as the Director of an IT services company. Robert specialises in collections management, information
technology and organisational development issues. He is currently conducting a review of the Designation Scheme
processes for the Museums, Libraries and Archives Council. Robert worked on the implementation of MICHAEL, the
multi-lingual inventory of cultural heritage in Europe, developing training material and assisting museums, libraries and
archives to add their digital material. His recent work includes supporting organisations to improve their information
technology and digitise their collections. He is a member of the Museums, Libraries and Archives Council’s Accreditation
Committee, an assessor for the Museum Standards Programme for Ireland and an advisor to the Heritage Lottery Fund.
Appendix 1
Work Plan
Work Packages
Steering group meet
Posts advertised
Requisition of equipment
Project plan developed
Interviews & appointments
Equipment installed
Agreements with initial
Project website
Project team in place
Project plan submitted
Project team meet
Treatment models
Digitisation models
Cataloguing models
Luna hosting models
Records go live
MBA Intern
New partners identified
Feasibility study
Service website
Continuation strategy
Best practice papers
Final & completion reports to
Academic engagement
Appendix 2
Stakeholder Analysis
Interest / stake
Opportunity to digitise materials; benefit from
JRUL experience and equipment; financial
savings; long-term partnerships
Acquisition of key skills and expertise; testing of
expertise in workplace.
Cost-effective digitisation service; role model for
Continued commitment to creation of digital
content; enhanced access to research material;
high definition images with metadata, ability to
compare documents online.
Continued commitment to creation of digital
content; remote access to heritage materials;
integration into VLEs.
Continued commitment to creation of digital
content; ability to view high-quality images with
interpretation, easy access to previously
inaccessible resources.
Successful project management, key goals
achieved, dissemination of experience to other
projects and repositories, benefits to HE
community, and pilot for collaborative
digitisation services.
Adoption of best practices and standards,
knowledge transfer, links to other relevant online
FE and HE
U’grad &
public, lifelong
Other JISC
projects or
Appendix 3
How we engage
Project planning meetings; email
contacts; digitisation; metadata
services; image-hosting services;
self-service digitisation
opportunities; knowledge exchange.
Training; work-experience; support.
Service; papers on-line and at
conferences; workshops; marketing.
Emails contacts; website; on-line
image collections; papers in
academic journals.
Emails contacts; website; on-line
image collections; papers in
academic journals; VLE.
Press releases and publicity for
project; marketing; website.
Project plan; progress reports; direct
contact with Programme Manager;
attending meetings, conferences;
publicity on websites.
Attending meetings, conferences;
email contacts; papers in professional
journals; website.
Previous Projects
AHRC Rylands Cairo Genizah Project: The Arts and Humanities Research Council awarded the Library a grant of over
£360,000 in 2006 to digitise and catalogue the Rylands Genizah collection. The two main objectives of the project were to
photograph both recto and verso of more than 11,000 fragments and to display them with catalogue descriptions. This will
result in the creation of an on-line image collection of at least 22,000 images, accessible via the JRUL website as part of a
searchable catalogue. The digitisation will be completed ahead of schedule, so as added value we will digitise related Gaster
manuscripts and Hebrew codices.
In the bigynnyng: In 2008 the JRUL received a grant from JISC to digitise our internationally important collection of over
40 Middle English manuscripts. The manuscripts include key works of medieval literature, numerous copies of the New
Testament translated into English by John Wycliffe, the fourteenth-century radical and church reformer, and copies of the
Brut, the medieval chronicle of the history of Britain. The manuscripts are published on-line as they are digitised. The
complete collection will be launched at a conference on accessing Middle English manuscripts, to be hosted by the JRUL in
September 2009.
Shahnama: The Islamic Manuscript Association (TIMA) recently awarded £4,500 to the JRUL to digitise and publish online a complete, illustrated Shahnama manuscript, dating from the Safawid period. The text of this particular manuscript is
of great importance to Persian scholars as it was one of the copies used by Macan when collating the first European edition
of the Shahnama. TIMA described the project as ‘a model of best practice in digitising manuscripts’.
Digital Dante: In 2009 Dr Guyda Armstrong of the University of Manchester’s School of Languages, Linguistics and
Cultures was awarded £7,500 to collaborate with the JRUL to digitise three editions of the poem, printed in Venice, Milan
and Florence between 1477 and 1481. The primary objective of this project is to focus on a specific moment in Dante’s
reception history and the way in which it intersects with late-fifteenth-century print culture.
Gutenberg: In 2008 the JRUL collaborated with Keio University of Japan in the digitisation of our 42-line Gutenberg Bible.
Digitisation was undertaken at the Rylands by an eight-strong team of specialists from Keio using specially-developed
equipment. The exercise was an important lesson for JRUL staff of best practice in digitising heritage material.
Appendix 4
Strategic Goals
The University of Manchester: Towards Manchester 2015
Goal Three: Exemplary Knowledge and Technology Transfer. To contribute to economic development regionally,
nationally and internationally, and greatly to increase opportunities for the University and its staff and students to
benefit from the commercialisation and application of the knowledge, expertise and intellectual property (IP) that
they develop in the University.
Goal Four: Excellent Teaching and Learning. To provide students with teachers, learning environments, teaching
and learning infrastructure and support services equal to the best in the world.
4.1 Enhancing the Manchester student experience: “…the John Rylands Library, which offers seamless
use of a superb array of electronic, print and manuscript resources”.
4.3 Enriching teaching and learning through the provision of highly interactive on-line learning
environments drawing on international best practice in e-learning.
Goal Nine: More Effective Service to the Community. To contribute to the development of a secure, humane,
prosperous and sustainable future for human society and, beginning in its local communities in Greater
Manchester, to explore opportunities to enrich the social, cultural and economic development of the communities,
regions and countries in which the University works.
9.2 Collaborating, as appropriate, with other institutions in Manchester and the North West to advance
the interests of the region.
9.4 Maintaining the quality and raising the public profile of cultural agencies and programmes associated
with the University.
The John Rylands University Library: New Directions: Library Strategy for 2008-2012
1.1 The Library will play a significant role in enhancing the reputation of the University by strengthening its
position as one of the world’s leading academic libraries.
2.2.3 Every Library Service will have a Marketing Plan [September 2010].
3.0 The Library will provide a supportive working environment for staff, nurturing all talent and encouraging high
performance and career progression.
3.2 We will attract, support and retain talented and committed people.
4.0 We will be innovative and customer-led in our management and development of the Library’s extensive range
of resources and services.
4.1.4 We will produce a Digitisation Strategy, based on dialogue between Library staff and Schools, to clarify our
priorities for digitisation and external funding [December 2009].
4.4 Our portfolio of services will be customer-led and our service standards will be exemplary.
Northavon House
Coldharbour Lane
BS16 1QD
28 May, 2009
I confirm that The Manchester Museum, The University of Manchester expresses its intent to
participate in the JISC funded Centre of Competence in Heritage Digitisation in partnership
with the John Rylands University Library, The University of Manchester.
The Museum has a long background in the digitisation of its collection and archives, as well as
a reputation for support and advice both regionally and nationally. Participation in this
programme will enable the Museum to contribute its experience and continue to develop this
Yours sincerely
Malcolm Chapman
Head of Collections Development
Malcolm Chapman
Head of Collections Development
Tel: +44(0)161 275 2652
Fax: +44(0)161 275 2646
[email protected]
Northavon House
Coldharbour Lane
BS16 1QD
28 May, 2009
I would like to add my support to the John Rylands Library bid to establish a Centre
of Competence for Heritage digitisation in the north-west.
There is a huge amount of digital data being accumulated within the heritage sector
and to have a centre that develops a long-term strategic view and service regionally
would be a great asset to the field.
As a conservator who runs a cross-discipline conservation department in a museum,
I would be happy to be involved in defining best practice for object-centred
digitisation and I feel this would also be of significant interest to the public at large by
expanding and upgrading the online content available.
Yours faithfully,
Sam Sportun
Senior Conservator
Manchester Museum
Oxford Road
[email protected]