The records of a historical organization are key to documenting its history and providing guidance for the future. James Summerville provides a primer on organizing and managing your organization’s records.

Summerville emphasizes that anyone, regardless of how busy he or she is, can find time to work on managing records with his simple steps. Included is a sample records inventory and analysis worksheet and a sample records control schedule.

He explains what records are considered archival and provides plans for assessing what records are in your institution’s collection and how to handle active and inactive records.

Download (PDF, 1.89MB)