Transfer Guidelines

On December 21, 2009, in Policy and Leadership, by Chris Prom

“What should I do to get the files ready for you?”  Any archivist knows that such a question, coming from a potential donor, is inherently problematic—especially if the archivist has not yet surveyed the records in question.  Records creators with good intentions can cause unwitting damage in reorganizing paper files.  Those with less transparent motives are tempted expunge records that that they feel could be misinterpreted or would cast them in a bad light.   Such possibilities are even more acute in the electronic realm, where mass deletions are only a click away.  When donor take matters into their own hands, the historical record is altered forever—notwithstanding the complete of heroic measures using forensic tools.

Nevertheless, donors are going to ask this question, and we need to be prepared to answer it.   This point was driven home to me when Patricia Whatley asked me to prepare some ‘simple’ advice ARMMS could give to a potential donor, prior to ARMMS assessing the e-records.  It seemed to me that any e-records program would need such a document to hand off to donors—if only to assist them in preparing for a complete records survey.   As a result, I’ve posted the results on my recommendation page. Feel free to use or modify it if you see fit.

It seemed to me the key point was to craft a document with two simple aims.  First, donor should  ‘do no harm’ if they follow the recommendations.  Second, the steps had to be simple enough for donors to understand and implement in a short period of time (several hours or less).  If you have any thoughts as to how the document can be improved, please let me know.

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