Proper collections policies are essential for guiding an institution’s collecting practices.

This Technical Report overviews the three fundamental documents for a well-managed collection -a collections management policy, a collections management manual, and a collections plan.

Daniel R. Porter, former director of the New York State Historical Association, provides an in-depth primer on drafting policies, including a discussion of whether to create a short or long document.

Included is a chart outlining common collections management processes and a glossary of common terms used in collections policies.

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