Norva

What to Audit Before Cleaning a Media Catalog

A pre-cleanup audit records the current catalogue state without editing it, creating the baseline needed to plan, reconcile, and reverse later changes.

In short: Freeze edits and record the current state: authorised sources and owners, collection groups, category counts, active filters, uncategorised items, empty categories, duplicate candidates, versions, language metadata, unavailable items, profile-specific state, and recovery options. Audit first; do not rename, merge, or delete while building the baseline.

An audit turns “the catalogue feels messy” into a bounded set of observable problems. It also provides the counts and examples needed to prove that later batches did not silently lose context.

Freeze the observation window

Choose a date and short period during which no one performs broad catalogue edits. Record:

A live source can still change. The time stamp makes that limitation visible.

Inventory sources and collection groups

Create one row per authorised source or major collection group. Include owner, access status, media types, broad scale, metadata strengths, known dependencies, and authorisation review state.

NARA inventory guidance describes an inventory as a descriptive listing of groups or systems, not necessarily every item. Its requirements apply to records, but the group-first approach prevents a personal audit from becoming an unplanned item-level cleanup.

Record categories and filters

For each visible category, note:

Do not remove an apparently empty category yet. Follow the empty category verification guide after the baseline.

Sample edge cases

Choose representative items:

Record the source, version, category, language labels, availability, and profile context. The sample identifies rule needs; it does not prove the frequency of each issue.

Audit personal and shared state separately

Do not mix shared catalogue structure with:

Record only the minimum personal evidence needed for cleanup planning and protect privacy. A category cleanup should not clear another person's profile state.

Review recovery readiness

Document:

Use the reversible cleanup guide to turn this into a change-control process. Do not call an untested export a backup.

Original evidence: audit baseline sheet

AreaCount/stateObservation methodExampleRisk/question
Sources
Categories
Uncategorised
Empty categories
Duplicate candidates
Version groups
Unavailable items
Recovery

Add audit date and filters. Feed the results into the complete cleanup plan and route uncertain items through the uncategorised triage method.

Distinguish observation from diagnosis

“Category has zero visible items with filters cleared” is an observation. “The category is safe to delete” is a decision requiring source and dependency checks. Keep those stages separate.

Likewise, matching titles are duplicate candidates, not proven duplicates. Missing language metadata does not prove a track is absent.

Common mistakes and limitations

Source data may change during or after the audit. Preserve time, device, and source context.

Frequently asked questions

Must every item be audited?

No. Inventory source and category groups, then sample edge cases. Item-level review is needed only for decisions such as duplicate merging or metadata correction.

Can cleanup begin while the audit continues?

Avoid overlapping broad work. Complete and approve a baseline for the current scope so later changes can be reconciled.

What is the most important audit output?

A dated baseline that another person can understand: what was included, how it was observed, which filters applied, and which issues remain questions.

Your next step

Explore Norva's catalog features

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Explore Norva's Catalog Features

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