I recommend you begin with a survey. 35-50,000 feet. Get a handle on the volume, types, processes, resources, people. 

Second/third use the information you gained in the survey to conduct interviews. 10,000 feet. trim the fat. find out the true process.

third, as part of the interview and a followup trin folks on the inventory process. Teach them to fish. the rubber hits the road.

Chris Flynn


> Date: Mon, 28 Feb 2011 12:38:35 -0500
> From: [log in to unmask]
> Subject: Records survey/inventory
> To: [log in to unmask]
> 
> This is a follow up question to the one I posted the other week about drafting an implementation plan.  One of the tasks on my "to do" list is to "establish best practices for surveying/inventorying departmental records."  Right now I'm thinking that just means draft some forms to use when I walk into an office to do an inventory but I feel like there should be more to it than that.
> 
> Right now I'm looking at the records management forms in the SAA/ARMA forms book in terms of drafting a form to do an inventory but do I also need to do an interview?  I see forms for that as well.
> Maybe I do an interview and then an inventory?
> 
> Does anyone have any advice on this front?
> 
> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
> Christina J. Zamon
> Head of Archives & Special Collections
> Emerson College
> (617) 824-8679
> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
> 
> 
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