Table of Contents

Dedication

Acknowledgments

Editorial Advisory Board

Preface

Introduction

Purpose, Scope and Target Audience

The Development Process

How to Use this Handbook

List of Illustrations

List of Figures

List of Tables

The Handbook

1: The Prevailing Environment

1.1 Archival Activism

1.2 COVID-19 Pandemic, response to

1.3 Decolonialization (of archives and records)

1.4 Ethics

1.5 Human Rights

1.6 Postcustodialism

1.7 Repatriation

1.8 Standardization

2: Records Creation and Recordkeeping Systems

2.1 Appropriate Recordkeeping System

2.2 Blockchain (for Recordkeeping)

2.3 Critical Records

2.4 Disposition

2.5 Electronic Content Management (ECM)

2.6 Employee Training

2.7 Functional Classification

2.8 Records Continuum

2.9 Records Creation and Receipt

2.10 Records Lifecycle

2.11 Records Management Program Design

2.12 Records Retention

2.13 Records System

2.14 Records System Functional Requirements

3: Appraisal and Acquisition

3.1 Accessioning

3.2 Accruals (Accretions)

3.3 Appraisal

3.4 Appraisal for Web Archives

3.5 Archival Appraisal (for Selection)

3.6 Collection Development Policy

3.7 Collection Management

3.8 Donor Relations (for Acquisition)

3.9 Macro-appraisal

3.10 Monetary Appraisal

3.11 Monetary Appraisal (Canadian Context )

3.12 Pre-acquisition Fieldwork

3.13 Reappraisal and Deaccessioning

3.14 Replevin

4: Arrangement and Description

4.1 Arrangement and Description

4.2 Backlogs

4.3 Cataloging

4.4 Crowdsourcing Metadata

4.5 Declassification

4.6 Encoded Archival Description (EAD)

4.7 Encoded Archival Standards

4.8 Finding Aid

4.9 Linked Data

4.10 Processing

4.11 Taxonomy

5: Storage and Preservation

5.1 Conservation

5.2 Digitization

5.3 Disaster Recovery Plan

5.4 Environmental Monitoring Systems

5.5 Microfilming

5.6 Physical Security

5.7 Preservation

6: Digital Preservation

6.1 Active Digital Preservation

6.2 Blockchain (for Archives)

6.3 Cloud-based Digital Preservation

6.4 Digital Archive and Preservation (DAP) Framework

6.5 Digital Curation

6.6 Digital Forensics

6.7 Digital Forensics for Archives

6.8 Digital Signatures

6.9 Digital Surrogates

6.10 Electronic Archival Services (eArchival Services)

6.11 Emulation

6.12 File Format

6.13 Migration

6.14 Open Archival Information System (OAIS) Archives

6.15 Social Media Archiving

6.16 Trusted Digital Repository

6.17 Trustworthy Repositories Audit and Certification

6.18 Virtual Worlds Archiving

6.19 Website Archiving

7: User Services

7.1 Accessibility

7.2 Freedom of Information Act

7.3 Instruction in Identifying Archival Sources

7.4 Inter-Institutional Archival Loan (I-IAL)

7.5 Providing Access

7.6 Reading Room

7.7 Reference Interview

7.8 Teaching and Learning with Primary Sources

8: Outreach and Advocacy

8.1 Archival Materials (Use in Education)

8.2 Community Outreach Activities

8.3 Digital Exhibition

8.4 Event Programming

8.5 Internal Advocacy (for Collection Care)

8.6 Public Awareness

8.7 Social Media Outreach

9: Risk Management, Security and Privacy

9.1 Business Continuity Planning (BCP)

9.2 Business Impact Analysis (BIA)

9.3 Cybersecurity

9.4 Dark Archives

9.5 Electronic Discovery (eDiscovery)

9.6 Information Analysis

9.7 Information Governance

9.8 PII Tools

9.9 Privacy

9. 10 Privacy by Design

9.11 Risk Management

10: Management and Leadership

10.1 Community Archives

10.2 Copyright

10.3 Copyright: Limitations and Exceptions

10.4 Copyright: Public Domain

10.5 Corporate Archives

10.6 DEAI, Managing in the Workplace

10.7 Grant Writing

10.8 Leadership

10.9 Oral History Program, Designing and Managing

10.10 Small Archives Management

10.11 Strategic Planning

10.12 Sustainability

Appendices

Appendix 1-A: Summary of ISO Standards and Technical Reports

Appendix 3-A:Collection Development Policy Sample Forms

Appendix 3-B: Donor Collections Infographics

Appendix 3-C: Field Survey Template

Appendix 5-A.1: Image Naming Conventions

Appendix 5-A.2 Photograph Scanning Resolutions

Appendix 5-B: Resources for Disaster Planning and Recovery Assistance

Appendix 8-A:Crafting Your Elevator Speech

Appendix 9-A:Donor and Third-Party Privacy Statement

Appendix 9-B:Research Privacy Statement

Appendix 9-C:Online Privacy Statements

Appendix 10-A:Fair Use Checklist

Appendix 10-B:Potential Sources of Funding for Archival Projects

Appendix 10-C:Strategic Placement Brainstorming Worksheet

About the Editor Contributors

About the Editor

About the Contributors

Index