This long (but hopefully not long-winded) post provides information I gave at a Massachusetts' Town Clerk's conference over a decade ago. I thought this might be interesting to a wider audience and decided to post it here. I know it has been helpful to clerks. I think it will also be helpful to those considering pursuing work in archives consulting.
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Introduction
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Archivist - The "mess" fairy |
The biggest concern many of my clients have had when they brought me in to look at their archives is that their collection must be the messiest I have seen. Everyone is concerned that they have the one
collection of important records in the state that has received no attention and
no funding for care up until this point.
I just want to start by saying that every collection I’ve seen that is receiving
attention for the first time is disorganized.
Most collections are dusty. Most
collections have been housed in attics, basements, abandoned buildings and
warehouses. I am not fazed by this and
you shouldn’t let it bother you. Archives consultants should expect to find records in these conditions.
You shouldn’t be embarrassed or upset
about bringing consultants in to see your materials. That’s why you hired us. We don’t expect things to be neat and
orderly. I’m impressed that you have the
guts and foresight to choose to take care of the materials now rather
than let them go to pieces. It doesn’t
matter what happened in the past. We are
all short on funding and time. We are all now working together now to save our
history and information.
Additionally, I want to let you know that when you hire consultants, we
are coming in to give you constructive criticism. Nothing we say is meant personally. We are not blaming you for letting your
records get to the state they are in. We
just want to tell you how to fix the problems.
So if I come in and say “These records need to be moved out of this damp
attic that has holes in the roof exposing it to the elements.” I am not saying. “How could you keep your records in a place
like this?!!!” I also don’t expect that because you brought
me in that you now have the time and resources to spend focused only on the
care of these collections of records.
“You will now drop everything else because this is a priority!” A consultant should create a plan for the
future care of your records that you are comfortable with. She should make recommendations as to how you
can find the money and time to care for the records as best as you possibly
can.
Today I’m going to discuss the stages of evaluating your records,
organizing them, preserving them and making the public aware of what you’ve
got. We’ll discuss why a town clerk should be involved with a project
like this, what you can expect from your consultant and what your consultant
will expect from you.
Why take care of your information?
How do you justify this to your municipality? And of course
this overlaps with, why should the town clerk be involved in this?
- Save
money in the long run – cut down on space requirements, supply needs with
records and forms management
- Save
time – easier access to organized material
- Ensure
safety of vital records and information - Avoid fire hazards
- Remain
in compliance with state law
- Promote
your town, government, or your own position
- Get
your historical commission, historical society and other town
organizations to work together
Okay so you’ve got mess…
And you’ve decided to take care of it…now what? It is not necessary for
you to go it alone. Consider hiring a
consulting archivist to help you plan for the future of your information
What an archivist can do for you:
- Conduct
a records inventory that will give you a good idea of the types of records
you have, how they should be organized, how much space they take up, what
types of preservation / conservation is needed
- Give
tips on preserving your materials while making recommendations for proper
storage
- Help
move your collections to proper facilities by properly labeling materials
and ensuring its safety
- Organize
your collections and create finding aids
- Create
and implement a records management plan
- Perform
outreach to advertise your now wonderful and neat collections to the
public and give your town the attention it deserves
Records Inventory
What does a records inventory do? This is the first thing that a consultant should do
for you.
- Helps
determine which records belong to whom and were created by whom. Helps with tracking and maintaining
provenance (documents the origin and life of the collection), determining record groups, series and subseries
- Determines
space needs
- Determines
current storage environment and preservation needs
- Documents
conditions of the collections with before and after pictures
- Helps
you locate all of your materials.
Gets you thinking about if other buildings or collections in town
have your materials. Over time, many public documents have ended up in private hands – may want to get back your public records from a historical
society for example (delicate issue that should be addressed with
outreach. Begin thinking about a
collection development plan if you don’t already have one)
Preservation
- Consultant
will explain storage needs from facilities to proper boxes, folders,
cabinets etc.
- Will
point out preservation problems with current storage
- Can
provide a list of suppliers and types of materials needed for your
specific collection
- Can
write an in depth preservation plan can also include a disaster plan once
new housing is found a disaster plan should be a priority
Records
Management
Records management involves creating a plan to control
records from their creation to disposition.
Paper in offices is often overlooked when a town decides to tackle its preservation
and records storage needs. But it is
important to consider materials that will one day be “archival” as well as the
materials that are currently ready for the archives.
Why is records management
important?:
- Clear
up office space
- Ensure
that archival materials are identified for future housing in the Archives
- Make
sure records are periodically cared for and thought about
How do we get
started with records management?
- Archivist
/ Records manager can meet with individual departments to help them create
individualized retention schedules so everything is clear
- Follow
state retention schedule – the records manager is the specialist, can work
with an archivist to ensure disposition is smooth and efficient include
this when creating your individualized retention schedule
- I
recommend hiring a permanent archivist on your staff to oversee
accessioning of records into the archives.
If funds are tight, for now, consider appointing a current staff member to
annually follow up on the retention schedules laid out for each department
by a consultant.
- Work
with the state records office and a retention schedule before discarding anything
Outreach
If you spent all this time and money to care for your archives and records, advertise your good work to your community. Flaunt it!
- A
consultant can create a web site or brochures advertising your
organization, materials and services
- Go to
historical society meetings and other places where you can speak about
your collections and good work or ask your consultant to do it for you.
- Make
your taxpayers feel good about what there money is going towards
What to expect from your consultant
- Can
provide references, MLS, MA, and / or Certification
- Your
consultant should keep you informed about what is going on every step of
the way
- Present
your plan (written or otherwise) to your consultant. If you don’t have a written plan (which
is required for outside funding of your project) your consultant can help
you create one.
- I am
most comfortable going in and viewing the situation. I do a brief survey of the collections
and listen to the client / employer.
Then I write my preliminary observations to make sure we are all on
the same page
- Final
Report – handed to client then followed up a couple of weeks later with a
meeting to make sure they understand my comments and suggestions
- Your
consultant should complete things when she says she will, should be on
time, but not expected to punch a clock.
Expect them to show up when they say they will, when you need them
and to finish your project on the agreed time barring any unforeseen
changes or complications.
What your consultant may expect from you
- May
want a contract or written letter of your agreement
- A
consultant is an outsider, but may need access to things town employees
have access to. Make yourself
accessible in case your consultant needs assistance or has questions. Don’t expect your consultant to punch a
time clock
- Keep
open lines of communication and be honest.
Let the consultant know your feelings and thoughts about the
project. Do you think things are
going well? Do you have any qualms
about the process?
- May
need you to explain about different types of records – archivist’s
specialty is in organization, preservation, planning, research and
outreach – she may or may not have worked with your specific types of
records before and the project may not be long enough for her to learn
about every type of record you own.
Different states / towns call similar materials different
names and the names of the
materials may change over time. In
Westminster, tried to figure out which records belonged to which
department and then sat down with each department head and asked questions
- Pay
your consultant on time. Treat them
with courtesy.
Keep up the good work!
Don’t let it all fall apart once your consultant is no
longer under contract. Consider hiring a
permanent archivist or make sure your consultant will be available (and
willing) to assist you if / when you need more help. I am always willing to answer quick questions
by phone. Consider hiring a consultant
for different phases of the project. My most successful client have completed their projects in manageable steps. You may want your consultant to do a records
inventory and advise on preservation needs. You may want hire them again to come back in a
year to do arrangement and description once you’ve moved materials to a safe
environment. Or, you may want her to help you move materials to that safe
environment once a new building has been constructed.
Consider hiring specialists for different phases of the
project if necessary. Hire a records
manager familiar with state retention schedules or a cataloging archivist who
is especially good at automating collection information. You can even hire someone who specializes in
the type of records you have. For
example, if you work in an historic mill town, you may consider hiring someone
who knows about mill history or records.
However, a good generalist can usually serve your purposes. A good generalist will know the basics and
knows where to go to find out more about the details.
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If you have a records "problem", there is no time like the present to resolve it. Handle your paper records and then prepare to tackle computerized material. Be prepared to cross from hard-copy to the next generation of resources by caring for your public records now, no matter in what condition we might find them.