Archival Accessioning Best Practices
  • ABOUT
    • Download This Resource
    • Members of the National Best Practices for Archival Accessioning Working Group
    • Acknowledgements
  • INTRODUCTION
    • Accessioning: The Roots of Archival Stewardship
    • The Road to Best Practices
    • How to Use This Resource
  • GUIDING PRINCIPLES
  • METHODS AND PRACTICES
    • Get Ready Before You Go! Documenting the Accessioning Workflow and Creating the Collection File
    • Pre-Custodial Considerations
    • Establishing Custody: Packing, Transfer, and Intake of New Collections
    • Stabilization
    • Description and Access
    • Successful Accessioning Labor Practices
  • ACCESSION RECORD ELEMENTS
  • APPENDICES
    • Appendix A. Accession Record Elements Crosswalk
    • Appendix B. Best Practices At-a-Glance
    • Appendix C. Partnerships In Accessioning
    • Appendix D. Templates
      • SAMPLE ACCESSIONING WORKFLOW CHECKLIST
      • PRE-ACQUISITION COLLECTION SURVEY
      • PARTNERS IN ACCESSIONING: ENVIRONMENTAL SCAN
    • Appendix E. Bibliography and Resources
    • Appendix F. Document History and Revisions
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  • Before an Onsite Survey
  • During the Survey
  1. APPENDICES
  2. Appendix D. Templates

PRE-ACQUISITION COLLECTION SURVEY

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Last updated 9 months ago

Once contact has been made with a potential donor or seller, and research has been conducted to establish the context of the materials, it is recommended to conduct a survey.

Site visits are an exercise in collection development, donor relations, and risk assessment that can help archivists to better steward their institutions’ resources. While it may appear more cost-effective to accept a collection without a site visit, costs for transport, review, rehousing, and disposition and/or return of unwanted materials can be significant.

A site visit may not always be possible, particularly if the collection is not held near the archival repository. A remote site visit, such as one conducted via videoconferencing or a pre-recorded video, can be a compromise.

  • Make sure to ask for a view of every area where collections are stored, and a look into a sampling of boxes or cabinets.

  • Request a closer look at anything that looks like a potential issue.

Before an Onsite Survey

During the Survey

  • Look for:

  • Survey potential transport barriers:

    1. Are the materials accessible only via stairs?

    2. Is there available parking at the building’s entrance?

  • Gather information:


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ABP v.1.0_template_preacquisition collection survey.pdf
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