Draft copy 02/19/00 [RED, indicates suggested revision or addition]

SURVEY OF NC CULTURAL REPOSITORIES

 

PART A: NAME AND ADDRESS OF REPOSITORY

1. Name of institution (organization, association or museum):

___________________________________________________________________

2. Department title or other name of unit most directly responsible for records and/or object collections:

___________________________________________________________________

Note: If the parent organization has two or more units, administered independently that maintain collections, separate forms should be completed for each of them.

Example: A university might have both an institutional archives and a collection of historical manuscripts, one in the provost’s office and the other in the university library. Each should report separately.

3. Address of institution:

Street/P.O : __________________________________________________

           ______________________________________________________

City: ________________________________________________________

State: ________________________ Zip: ___________________________

4. Phone: _____________________ Fax: __________________________

5. URL: ______________________________________________________

6. Person in charge of your institution’s historical records program or collection:

Name:_______________________________________________________

Position title: _________________________________________________

Phone: _______________________ Fax: ___________________________

E- mail (if available): _____________________________________________

 

7. Briefly characterize your institution (mission statement):

 

 

 

 

 

PART B: INSTITUTIONAL INFORMATION

1. Which of the following best describes your institution (circle all that apply):

 

a. Historical society
b. Schools, colleges or universities
c. Public library
d. Museum
e. For profit/corporate
f. Genealogical society
g. Other (please describe): _________________________________________

 

 

2, How many years has this institution had a records program for the care

of archival materials and/or objects? ___________________________

PART C: COLLECTIONS

1. Does your institution have a written acquisition policy (collection development
policy) identifying the kinds of materials it accepts and the conditions or terms that
affect these acquisitions? (circle one):

a. Yes (attach copy ?)

b. No

c. Comments:

2. Please indicate what types of records and/or objects your institution currently holds
and what types you are actively collecting (circle all that apply):

Record type Currently hold Actively collecting
Paper records 1a 1b
Photographs 2a 2b
Architectural drawings, blueprints 3a 3b
Maps, plats 4a 4b
Sound recordings 5a 5b
Video Tapes 6a 6b
Motion picture film 7a 7b
Microfilm/microfiche 8a 8b
Computer media (tapes, diskettes, CD-ROMs) 9a 9b
Optical disks 10a 10b
Art objects (Paintings, works on paper, sculpture, decorative arts, ceramics, etc.) 11a 11b
Artifacts (archaeological, historical, utilitarian objects, natural history objects) 12a 12b
Other (specify) 13a 13b

 

 

3. What dates are encompassed by your historical records collections (give earliest and
latest dates for bulk of collection:

____________________________ to _______________________________

 

4. Please indicate which subject areas are especially strong in your primary source
collections and those in which you are focusing your acquisition efforts (circle all that
apply):

Records Collections

Records Subject Areas Current strength Actively
collecting
African Americans 1a 1b
Agriculture 2a 2b
Arts and Architecture 3a 3b
Business/industry/manufacturing 4a 4b
Civil War 5a 5b
Education 6a 6b
Environmental affairs/natural resources 7a 7b
Genealogy 8a 8b
Labor 9a 9b
Local History 10a 10b
Medicine and Health Care 11a 11b
Military 12a 12b
Native Americans 13a 13b
Politics, Government, Law 14a 14b
Religion 15a 15b
Revolutionary War 16a 16b
Science and Technology 17a 17b
Social service/charitable organizations 18a 18b
Transportation and communication 19a 19b
Women 20a 20b
Other (specify) 21a 21b

 

5. Please indicate which subject areas are especially strong in your art object or artifact
collections and those in which you are focusing your acquisition efforts (circle all that
apply):

 

Object Collections (artifacts and art objects)
 

Object/Artifact Areas Current strength Actively collecting
Painting 1a 1b
Works on Paper (drawings, prints, w/c) 2a 2b
Sculpture 3a 3b
Decorative arts (furniture, carpets,

tapestries, lamps/lighting, clocks, etc.)

4a 4b
Minor arts (jewelry, toys, games, textiles, bedding, house-wares, ecclesiastical, military, musical instruments, coins, etc) 5a 5b
Tools, utilitarian implements 6a 6b
Technology, machines, Transportation 7a 7b
Archaeological artifacts 8a 8b
Gems and minerals 9a 9b
Biological specimens 10a 10b
Interpretative tools 11a 11b
Other (specify) 12a 12b

 

6. Please indicate which subject areas are especially strong in your photographic
collections and those in which you are focusing your acquisition efforts (circle all that
apply):

 

PHOTOGRAPHIC COLLECTIONS

Photographic areas Current strength Actively collecting
Portrait 1a 1b
Landscape 2a 2b
Architecture 3a 3b
Civil War 4a 4b
Military 5a 5b
Other (Specify) 6a 6b

 

7. What is the general condition of the photographic materials you hold in your
collections?

a. Good b. Fair c. Poor

8. Does your institution have a separate photograph collection or are the photographic
materials included in the general collection with other materials?

 

1 Separate
2 Included
3 Both separate and included
4 Photographs not held in collections

 

9. Estimate the number of photographic materials in your collections. Give approx. total.

TOTAL_:_______________________________________________________

10. From which of the following general periods do most of the photographs date? (Use
% given below).

                          __________________________________________________________

Estimate the percentage of photographs in the following periods:

Date Percentage
Before 1870  
1870 – 1910  
1910 – 1950  
After 1950  

 

11. Please provide a brief description of the contents and scope of your primary holdings
(historical records, object collections, photographic collections).(attach separate sheet
if needed):

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

 

PART D: SIZE OF COLLECTIONS

We know it may be difficult to measure your collections exactly: give your best estimate in answering the questions below. If your collection is unorganized, estimate roughly how much space the historical records would occupy if they were in boxes or on shelves.

Do not count an item or group of materials more than once. For instance, if you know the number of photographs and the linear feet they occupy, give one or the other, not both.

Remember, for this survey we are seeking information about original historical materials and/or objects, only, not printed materials or reproductions of original documents and/or objects held by other repositories that your institution might have purchased for reference purposes. Please do not include newspapers (unless unique) or county histories (printed) or items like census microfilm purchased from the National Archives (reproductions).

Use the following approximations, if necessary, to estimate total number of linear feet:

1 Hollinger box/document case (approx. 12" x 5" x 10") = 0.5 lin. Ft.

1 Record center carton (approx. 15" x 12" x10") = 1 lin. Ft.

1 Transfer carton (approx. 14" x 12" x 10") = 2 lin. Ft.

1 Filing cabinet drawer = 2 lin. Ft.

1. Paper records (including unpublished, handwritten or typescript materials such as
loose correspondence, letter books, office files, scrapbooks, ledgers, and other
similar materials).


________________________________________________ linear feet (lin.
ft.)

2. Other materials (estimate total number of items or number of linear feet for each of
the following):

Items Number or Linear feet

Photographs

photos

lin. ft.

Microfilm

reels

lin. ft

Oversize paper (maps, blueprints)

items

lin. ft

Motion picture film

reels

lin. ft

Videotapes

items

lin. ft

Audio tapes

items

lin. ft

Computer media (disks, CDs)

items

lin. ft

Objects / Artifacts items lin. ft
Other (specify) items lin. ft
  TOTAL: TOTAL:

 

PART E: ACCESS TO COLLECTIONS

1. Through which of the following are users able to locate descriptions of your historical
records and/or object collections? (circle all that apply)

a. Card Catalog
b. Collections inventory/catalog
c. Typewritten registers/inventories
d. Printed guide to whole collection (i.e. inventory, exhibition catalog, etc.)
e. Computer catalog accessible in-house
f. On-line public access catalog (OPAC)
g. World Wide Web site [omit URL]
h. Research Libraries Information Network (RLIN)
i. OCLC
j. Other regional/national automated catalog (specify):
k. Other (specify)

 

2. What software package do you use for cataloging? (e.g. Acceess, Minaret, InMagic,
ReDiscovery, etc.

Please name: _______________________________________

3. Are any of the following significant impediments to the use of your historical records?

(circle all that apply):

 

a. Can’t physically locate them
b. Lack of indexes or other finding aids
c. Necessary equipment not available (microfilm readers, tape players)
d. Records are deteriorated beyond use
e. Processing backlog
f. Other (specify)

 

PART F: USERS

1. Estimate the average number of research requests received each year in the
following categories:

                               

Category Number Type of request
a. Mail (includes e-mail)   Letters/e-mails

b. Electronic mail

  requests
c. In person   daily visits
d. By telephone   calls
e. No research requests    
f. TOTAL REQUESTS   All

 

Comments: ____________________________________________

______________________________________________________

2. Please indicate for which of the following purposes your collections are used (circle
all that apply) and estimate the percentage of total usage represented by each
category.

 

  Purpose of use Percent of total use
a. Genealogy  
b. Local history  
c. Scholarly research/publications  
d. Undergraduate class work  
e. Elementary/High School projects  
f. Property/legal research  
g. Publicity campaigns, public relations (for parent institution, local community)  
h. Administrative/institutional support  
i. Education/Interpretation  
j. Aesthetic appreciation  
k. Other (specify):  

 

PART G: FACILITIES & EQUIPMENT

1. Where are your historical records and/or objects stored? (circle all
that apply):

a. Office area(s)
b. Stack area(s)
c. Storage room(s)
d. Attic/closet/basement
e. Warehouse
f. Gallery(s)
g. Other (specify)

 

2. What portion of the total storage area(s) are equipped with the following? (circle
closest estimate for each)

Year round temperature controls All 75% 50% 25% None
Year round humidity controls All 75% 50% 25% None
Fire detection (smoke/heat alarms) All 75% 50% 25% None
Fire suppression (sprinklers, Halon) All 75% 50% 25% None
Security systems (motion detectors, locks, surveillance cameras, alarms) All 75% 50% 25% None
Air filters are used All 75% 50% 25% None
Objects are protected from excessive light All 75% 50% 25% None

 

PART H: PRESERVATION & CONSERVATION

1. Does your institution have a written disaster recovery plan? (circle one)

a. Yes b. No

2. Does your institution have a trained conservator?

a. Yes (describe): ____________________ b. No

3. Does your institution make duplicates of original photographs and/or other items to
protect the original?
(circle all that apply)

a. Yes, digital duplicates
b. Yes, duplicates on film
c. Yes, both - duplicates on film and digital duplicates
d. No duplicates
e. Comments:

 

4. Has your institution experienced the loss of items due to any of the
following during the last 3 years? (circle all that apply)

 

a. Water (floods, leaks)
b. Fire
c. Theft
d. Miss-files
e. Other (specify):
f. Comments:

 

5. During the past year, have you undertaken any of the following
preservation/conservation measures, either in-house or through an outside
contractor? (circle all that apply):

 

a. Microfilming or other imaging (optical disk transfer)
b. Rebinding/book repair
c. Document or object conservation/repair
d. Object conservation repair
e. Disaster recovery
f. Upgrade environmental controls
g. Other (specify):

 

6. If you are especially concerned about the physical condition of any portion of your
collections, please explain briefly:

___________________________________________________________________

___________________________________________________________________

 

 

PART I: STAFF & VOLUNTEERS

 

1. Please estimate how many paid staff members and volunteers work directly with your
collections.

Calculate your responses by estimating the numbers of "full-time equivalents" (FTEs) for each category. Use a typical week, or estimate an average, if workloads vary throughout the year.

For instance, if your institution has two full-time and one half-time professionals who work with historical records, then your response would be 2.5 FTEs under "Paid professionals." In reporting on volunteers, add up the total number of hours contributed by all volunteers during a typical week and divide by 40 hours. Example: if two volunteers devote a total of 10 hours per week, it would be reported as .25 FTEs.

 

a. Paid professionals FTEs
b. Paid nonprofessionals FTEs
c. Interns FTEs
d. Volunteers FTEs
e. Students FTEs
f. Other (specify) FTEs

 

2. In what areas and at what levels do your staff/volunteers have the greatest need for
additional training? (circle all that apply)

                                                                                                                                   

  Basic   Intermed. Advanced
Archival methods 1a 1b 1c
Curatorial methods 2a 2b 2c
Uses of computers in archives 3a 3b 3c
Appraisal, collection development 4a 4b 4c
Preservation/conservation methods 5a 5b 5c
Disaster preparedness 6a 6b 6c
Scanning technology 7a 7b 7c
Database management 8a 8b 8c
Other (specify): 9a 9b 9c

 

PART J: FINANCIAL SUPPORT

 

1. Into which of the following categories does your institution’s annual spending for
collections fall? (Include salaries, building maintenance, utilities, etc, devoted
to the management, storage, and use of these collections) (Circle one)

a. Less than $1,000
b. $1,000 - $10,000
c. $10,000 - $50,000
d. $50,000 - $100,000
e. $100,000 –
f. Don’t know

 

PART K: NEEDS & PRIORITIES

1. Please rank each of the following priorities for improving the management of your
records and/or object collections and for making them available for use: (Circle one
for each: 3 = major priority; 2 = moderate; 1 = minor; 0 = not a priority)

 

Increase funding 3 2 1 0
Increase capacity of storage space 3 2 1 0
Improve storage conditions (temperature, humidity controls, security) 3 2 1 0
Improve staff training or expertise 3 2 1 0
Encourage greater use of collections 3 2 1 0
Improve finding aids/registration records 3 2 1 0
Automate description systems 3 2 1 0
Reformat collections (microfilming, imaging) 3 2 1 0
Develop policies/procedures for new media 3 2 1 0
Develop acquisitions policy/selection criteria 3 2 1 0
Increase solicitation of collections 3 2 1 0
Preservation/conservation of collections 3 2 1 0
Develop disaster plan 3 2 1 0
Process backlog of acquired collections 3 2 1 0
Increase visibility of or public support for historical records program 3 2 1 0
Other (specify): 3 2 1 0

 

2. How useful would the following cooperative efforts be to your institution
in sharing expense and/or expertise among repositories of records and/or object
collections in the state: (Circle one for each: 3 = very useful; 2 = moderately useful;
1 = of some use; 0 = not useful)

Statewide/multi-repository automated cataloging network 3 2 1 0
Statewide coordination of collecting policies 3 2 1 0
Cooperative purchasing of archival supplies 3 2 1 0
Centralized preservation/conservation lab 3 2 1 0
Centralized microfilming/imaging 3 2 1 0
Shared storage facilities 3 2 1 0
Disaster preparedness plans 3 2 1 0
Other (please specify): 3 2 1 0

 

3. Where do you go for advice and assistance concerning your records and/or object
collections? (circle all that apply):

a. Federal government agency (specify):
b. State government agency (specify):
c. Local government agency (specify):
d. State Historical Records Advisory Board
e. Professional organizations (specify):
f. Colleagues in other repositories
g. Vendors of supplies/equipment
h. Paid consultants
I, NC Dept. Cultural Resources archivist
j. Other (specify):

 

PART L: DIGITIZATION

1. What collections have been digitized? (list – provide additional pages if necessary)

_______________________________________________________

2. Did you do the digitization in-house or did you commission an outside firm?.

a. In-house (Describe) .                          b. Outside firm

3. Did you document your digitization efforts? Describe

a. Yes b. No

4. Is your collection available through the Internet?

a. Yes b. No

Do you have a Web site?

a. Yes b. No

URL ______________________________________

 

5. Digital files are stored in the following formats. (circle all that apply)

a. CD-ROM
b. Hard-drive
c. Jaz or Zip drive
d. Other

 

6. Do your digital files follow a standard description model? (EAD, MARC, etc.)

a. Yes b. No c. Don’t know

If yes, what is the model?

 

7. What standards were used to establish the digital files? List

 

8. What sources did you use to establish your standards? List

 

 

 

 

 

PART M: THE SURVEY

1. How useful do you feel this SURVEY will be for your institution? (circle one)

a. Very useful b. Moderately useful c. No use

2. Would you be interested in training workshops in any of the areas covered above?

a. Yes   b. No

If you answered YES, what areas would interest you. Describe.

 

3. Have you worked collaboratively with another cultural institution in the county?

a. Yes   b. No

If YES, describe:

 

Questionnaire completed by:

Name: _______________________________________________________________

Title: _______________________________ Institution ________________________

Address: _____________________________________________________________

_____________________________________________________________

Telephone: _____________ fax _______________ e-mail ______________________

Date completed: _______________________________________________________

Comments:

 

 

 

 

 

 

 

*Form is an adaptation of the New York State Historical Records Advisory Board 1997 Survey of Historical Records Repositories. Used with permission of the New York State Historical Records Advisory Board.

Rev. 10/13/99, 10/22/99, 01/31/00, 02/19/00


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