Dear all,

I'm writing to pick your brains about recommendations for using assessment 
records in a fairly large team (approx. 15 members of staff). We are excited 
about the potential of using assessment records as an essential tool for 
joined-up collection management and much better informed prioritisation of our 
work.

We've started experimenting with assessment records and this has led to a few 
questions about how best to use them.


  1.  Is it a good approach to set up one assessment record for a particular 
'issue' or theme (e.g. to group information about collections where historic 
language in catalogues needs review; or to group information about material 
that might be suitable for a specific exhibition)?
  2.  Is it better to create separate assessment records that are specific to 
each collection or accession and record all the issues specific to that 
collection (repackaging requirements, physical condition)?
  3.  Would it work better to give one member of the team responsibility for 
overseeing assessment records to keep oversight of the issues being recorded or 
to share responsibility across the team?
  4.  Do you have any advice about using or searching your assessment records 
data- e.g. outputting them as CSV files or generate information from them in 
reports?

I would be very grateful for any advice you are willing to share or for 
pointers to good sources of information.

Thank you very much in advance and best wishes,

Natalie






Natalie Adams
Systems Archivist
Cambridge University Library
West Road
Cambridge
CB3 9DR
Information about opening hours and Library 
services<https://www.lib.cam.ac.uk/using-library>

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