Video Digitization Guidelines

Hybrid Archivist / Technician workflow for analog and tape-based video carriers

1

Format Identification & Risk Assessment

  1. Confirm Assignment & Identifier Technician / Student

    Locate the video item on your assignment sheet and confirm the HARC identifier assigned for digitization.

    Example: HARC_004_3_2_0015 (collection 004, series 3, box 2, item 15)
  2. Identify Video Format Technician / Student

    Determine which category applies:

    • Consumer / Prosumer: VHS, S-VHS, VHS-C, Hi8 / Video8, Digital8, MiniDV, DVD
    • Professional: Betacam SP, Betacam SX, U-matic (Low/High/SP), DVCAM, DVCPRO
    • Context Only (no student handling): 1" Type C, D1/D2/D3, HDCAM
  3. Risk Assessment Archivist Only

    The archivist scores risk based on:

    • Format obsolescence and rarity of playback equipment
    • Observed cassette condition and evidence of damage
    • Age, content value, and prior storage conditions

    Technicians may contribute observations but final risk decisions belong to senior staff.

2

Cassette & Deck Inspection

Never load a cassette or press PLAY before inspection.
  1. Visual Inspection of Cassette Technician / Student

    • Check for cracked shells, missing doors, loose labels, or warped plastic.
    • Look at the tape pack through the window: it should be even, not “piled up” or buckled.
    • Note handwritten labels: dates, “SP/LP/EP”, “Master/Copy”, or format notes.
  2. Inspect Leader & Tape Edges (If Visible) Technician / Student

    For formats where tape is visible near the hubs, check for:

    • Torn or wrinkled edges
    • Discoloration or powdery residue
    • Obvious stretching or crinkling
  3. Deck Path & Heads Ask First

    Verify the deck is free of visible debris and that heads, guides, and pinch rollers appear clean.

    Deep cleaning, demagnetizing, or mechanical repairs are Archivist Only tasks.

3

Signal Chain & Sync (Video + Audio)

Goal: Ensure stable video and clean audio are reaching the capture system correctly.
  1. Basic Signal Path Technician / Student

    Confirm the full chain:

    VTR (deck) → Output (Composite / S-Video / Component) → Capture Device → Computer → Capture Software

    If separate audio outputs are used, confirm they also route into the capture device.

  2. Time Base Corrector (TBC) Basics Ask First

    If your workflow includes an external TBC or frame sync, the archivist or supervisor will:

    • Confirm routing: Deck → TBC → Capture Device
    • Set any required TBC modes or bypass options

    Technicians should not change TBC settings without guidance. When in doubt, ask the supervisor.

  3. Capture Software Input Check Technician / Student

    • Select the correct capture device as input.
    • Verify video preview appears and audio meters respond.
    • Confirm frame size (e.g., 720x480 NTSC) and field order are appropriate.
4

Video Capture Workflow

  1. Set Capture Parameters Technician / Student

    Follow HARC’s current standard. A typical preservation-friendly setup:

    • Frame Size: 720x480 (NTSC) or 720x576 (PAL)
    • Frame Rate: 29.97 fps (NTSC) or 25 fps (PAL)
    • Color Sampling & Bit Depth: 4:2:2, 10-bit if available
    • Audio: 48 kHz, 24-bit, stereo
  2. Perform a Short Test Capture Technician / Student

    • Record 20–30 seconds.
    • Play back the test file in a separate player (VLC or similar).
    • Check for image stability, sync, and functional audio.
  3. Capture the Full Program Technician / Student

    Start recording in software, then press PLAY on the deck. During capture:

    • Monitor the image for flagging, heavy jitter, or severe noise.
    • Watch audio meters to ensure continuous signal and no clipping.
    • Let the capture run past the final image/audio by ~10–15 seconds.
  4. Stop & Save Technician / Student

    Stop the deck, then stop recording. Save the captured file and confirm file size is non-zero and reasonable for program length.

If the picture is severely unstable or black while time code appears to run, stop and consult the archivist. It may be a TBC or routing issue, not a cassette failure.
5

Quality Control (QC)

  1. Basic QC Review Technician / Student

    • Scrub through the file, spot-check beginning, middle, and end.
    • Confirm there is video throughout (no long black gaps unless expected).
    • Check that audio is present and in sync with the image.
  2. Image & Audio Issues Technician / Student

    Note major problems such as:

    • Severe tracking errors
    • Prolonged dropout bands or “tearing” across the picture
    • Audio buzz, hum, or complete channel loss

    Log these in your QC notes and notify the archivist if issues are severe.

  3. Advanced QC Metrics Archivist Only

    Senior staff may perform deeper analysis (e.g., field dominance, chroma noise, luma levels, waveform/vectorscope review) and record results in technical metadata.

6

Preservation Masters

Master Container & Codec

Follow HARC’s preservation standard. Common options include:

  • Matroska (MKV) + FFV1 (lossless)
  • QuickTime (MOV) + 10-bit uncompressed or ProRes 4:2:2

Do not change the preservation codec or container without archival review.

Preservation Master Naming

  • Use the HARC identifier as the base.
  • Add a suffix to indicate preservation master, e.g. _PM.
  • Example: HARC_004_3_2_0015_PM.mkv
Do not edit, trim, color-correct, or de-noise preservation masters. All such work belongs in access derivatives only.
7

Access Copies

  1. Create Access Derivatives Technician / Student

    From the preservation master, export:

    • MP4 (H.264/AVC) with AAC audio
    • Typical settings: 720x480 or 640x480, bitrate suited for streaming
  2. Optional Light Processing Ask First

    With supervisor approval, you may apply gentle noise reduction, brightness/contrast tweaks, or minor audio cleanup to access copies only. Document all processing.

  3. Access File Naming

    Use a derivative suffix such as _AC for access:

    HARC_004_3_2_0015_AC.mp4
    (AC = Access Copy)
8

Metadata & PREMIS-style Notes

Required Descriptive & Technical Metadata Technician / Student

  • HARC identifier
  • Title / project or collection name
  • Video format (VHS, Betacam SP, MiniDV, etc.)
  • Recording standard (NTSC/PAL) if known
  • Date of digitization
  • Operator(s)
  • Capture software and device

Event & Condition Documentation Archivist Only

Archivist or senior staff may add PREMIS-style notes, such as:

  • Event: video digitization / migration
  • Hardware: specific deck model, capture card, and (if applicable) TBC model
  • Significant issues: known tracking problems, dropout patterns, color loss
  • Any carrier-level interventions performed by staff (repairs, shell swaps, etc.)
9

Storage & Backup Strategy

  1. Server Placement Technician / Student

    Copy preservation masters and access copies to their designated locations on the archival server or NAS, following HARC directory conventions.

  2. Redundant Storage & Checksums Archivist Only

    Senior staff will ensure that:

    • At least two independent copies of each preservation master exist.
    • Checksums are generated and validated on a scheduled basis.
  3. Ongoing Preservation Planning

    As codecs, storage systems, or institutional policies change, plan migrations that preserve video quality and metadata integrity.

10

Troubleshooting

📺 No video in preview, audio present

Check that the correct video input (composite / S-Video / component) is selected in the capture software, and verify cabling from the deck.

🎛️ Severe jitter, flagging, or rolling video

This may indicate a TBC or sync issue. Stop, confirm routing, and consult the archivist. Do not keep capturing unstable signal without review.

🔊 Audio out of sync with video

Note the amount of drift and when it appears. Inform the archivist; this may require workflow review or software settings adjustment.

📼 Cassette jams, sticks, or will not eject

Stop immediately. Do not force the cassette. Inform the archivist; mechanical intervention is an Archivist Only task.

📂 Capture file missing or corrupted

Verify file paths and storage space. If a capture fails repeatedly, log the behavior and notify senior staff before attempting many repeated passes.

🤝 Need Help? If anything looks, sounds, or smells wrong, stop the transfer and ask. Protecting the original and creating reliable masters is always the priority.