Margot Note
Margot Note is an author, archivist, and records manager helping individuals and organizations harness their history. As the principal of Margot Note Consulting LLC, she facilitates the understanding of the importance of unique collections, suggesting ways to manage them and use them to tell stories to connect with people. To learn more, please visit margotnote.com.
Webinar recordings
Margot Note Webinars
Measuring Archival Impact
From Caretakers to Catalysts: Leadership in Archives
Embracing Technology for Stakeholder Engagement
Unlocking Potential through Collaborations
Archivists: Elevating Through Branding
Harnessing Marketing Strategies for Archival Services
Championing Exceptional Archival Services
Archival Relationship-Building
Organizational Culture and Internal Advocacy
Archivist’s Guide to Internal Advocacy
Archivists and Records Managers: The Dynamic Duo
Archival Access
Archival Description
Archival Digitization Planning
Selection for Archival Digitization
Archival Digitization Fundamentals
Making the Case for Archival Digitization
Reach New Archival Audiences: Optimize Communication
Reach New Archival Audiences: Foster Creativity
Reach New Archival Audiences: Prioritize Connection
Reach New Archival Audiences: Create a Community
Archival CMS Efficiencies; Metrics and Reporting
Archival CMS Efficiencies; Export Standard Formats
Archival CMS Efficiencies; Email Integration
Archival CMS Efficiencies; Impact on Service
Archival CMS Integrated Portal Impact
Archival CMS Essentials Visibility Access
Fully Leveraging Collections Management Systems
Implementing Collections Management Systems
Preparing a Transition Plan for Your New Archival CMS
Everything You Want to Know About Digital Preservation
Selecting Collections Management Systems—Know Your Options
Digital Preservation Without Tears: Fundamentals for Future-Ready Archivists
Illuminating Archival CMS Requirements
Improving Archival Work through Collections Management Systems
Why Reviewing Completed Projects Makes All the Difference
Monitor Performance to Keep Your Project on Track
Key to Successful Archives Project Management Part 3: Leading and Managing Project Teams
Keys to Succesful Archives Project Management Part 2: Dynamic, Iterative Project Planning
Keys to Successful Archives Project Management Part 1: How to Position Your Archival Project for Success
Blog posts
Margot Note
Establishing the Need for an Archives: Elements of a Strong Foundation
Improving Collection Management Through Archival Surveys
How to Conduct Comprehensive Archival Surveys
Unveiling Archival Impact
Effective Measurement of Archival Impact
Blending Data and Narratives to Demonstrate Archival Impact
Ensuring Long-Term Access to Digital Archives
5 Best Practices for Personal Digital Archiving
The Importance of Personal Digital Archiving (Plus Steps to Get Started)
Archival Leadership in the Digital Age
Archival Collections Management: From Stewardship to Advocacy
The Organizational Impact of Archives
The Role of Technology in Archives
The Archivist’s Tech-Powered Journey
Embracing Technology for Archival Engagement
Preserving Legacy with Family Office Archives
Archival Collaborations: Technology, Planning, Learning, and Trust
Unlocking Collaborative Archival Potential
Collaborative Archival Relationships
Informational, Evidential, and Intrinsic Values within Archives
A Sustainable Archives
Archival Branding and PR Strategies
Establishing Archival Identity
Strategic Archival Collaborators
Archival Marketing Strategies
The Power of Archival Stories
Ready to Read: Preserve, Promote, Persevere: The Archivists’ Guide to Internal Advocacy
Archivists as Modern Marketers
Archivists as Champions of Social Responsibility
Unlocking the Power of Service in Archival Practice
Archival Customer Service
Unlocking Access in Archives
Enhancing Collaboration; Methods for Archivists
Navigating Selection in Archival Practice
Responsible Stewardship in Archival Practice
Stewards of the Past, Guardians of the Future
Archival Relationship-Building
Unlocking the Power of Archival Relationships
Building Bridges: Archivists in Organizational Dynamics
Preserving Archival Pillars
Elevating Archives’ Impact with Advocacy
Navigating Organizational Culture
Navigating Resource Challenges in Archives
Securing Funding for Archival Software
Digitization and Internal Advocacy
Internal Advocacy in Archives
Preserving History and Memory in Archives
Embracing Diversity in Archival Work
Promoting Archival Work
Accountability through Archiving
Promoting Openness, Access, and Use
Leading with History
Legal Perspectives of Archives and Records Management
Preserving Grant Management Records
Establishing an Institutional Archives
Archiving University Functions
Stewardship for University Archives
The Socially Intelligent Archivist
Empowering Archivists through Project Management
The Records Continuum Model: Bridging the Gap
Archival and Records Management Perspectives
Embracing Archival and Records Management Differences
Connection and Convergence: Archivists and Records Managers
Mastering People Skills in Archives
Delivering Archival Results
Enhancing Archival Practices with Evaluations
Archival Preservation and Conservation
Processing for Archives
Developing Acquisition Strategies for Archives
Establishing Selection Criteria for Archives Collection Development
Building a Purposeful Archives
Understanding the Archives’ Purpose
Archival Collection Development Policies
Securing Buy-in for Archival Programs
Conducting Oral History Interviews: Guidelines for Archivists
Why Oral Histories Matter
Elements of a Records Survey Worksheet
Surveying Organizational Records
Preserving Digitization Results
Investing in Archival Digital Projects
Strategizing for Digitization Projects
Reading Room Recommendations
Processing Room Recommendations
Archival Storage Room Recommendations
Metadata Creation for Digitized Collections
Descriptive Practices
Description of Archival Collections
Quality Control and Post-Production in Digitization Projects
Digitization Labor Options
Digitization Planning and Cost Projection
Selection Criteria for Digitization
Issues to Consider Before Digitization
Appraisal for Digitization
Creating Sustainable Digital Files; What Archivists Need to Know
Dynamic Range and Resolution for Digitization Projects
Digitization Basics for Archivists
Ready to Read: The Digital Decisive Moment—Transformative Digitization Practices
The Business Case for Archival Digitization
Digitization in a Post-Pandemic World
The Benefits of Digitization
The Purpose of Corporate History
Identifying Records for Retention
Record Filing Methods and Maintenance
Conducting a Records Survey
Archival Arrangement Principles
Archival Program Advantages
Advocating for Archives: Tips for Archivists
Offsite Storage for Organizational Archives
Placing Organizational Archives in Repositories
Public Use of Organizational Archives
Arrangement and Description; The Value of Archival Labor
Records Disposition for Archives
Safe Storage for Archival Preservation
Archives Assessment Questions
Assessing the Archives Program
Building Support for Archival Programs
Preserving Organizational History
Records and Archival Management within Organizations
Leading with Organizational Archives
Email Management and Archiving
Data Warehouses and Decision Support Systems; A Primer
Deciding Records Retention Parameters: A Primer
Records Retention for Archivists, Records Managers, and Knowledge Managers
Inactive Storage of Electronic Records; Tips for Archivists & Records Managers
Authenticity, Reliability, Integrity, and Usability
Archival Preservation Options
The Minnesota Method Explained
Introduction to Macro-Appraisal
Archival and Records Management Preservation
Deciphering Archival Software Solutions
Archival Communication, Outreach, and Training
Interpreting Archives Through the Digital Humanities
Communicating Archival Value
Technical, Organizational, and Cultural Considerations for Digital Preservation
Engaging with Artists in the Archives
Artist-Driven Archives
Creative Use of Archives
Recordkeeping Governance Policies
Records and Business Change
Connection through Genealogy and Family History
Connection with Users and Within Collections
Reusing Archival Content to Connect with New Audiences
Visible Archives, Vital Communities
Spotlight on Archival Labor
Reaching New Audiences by Adapting Archival Materials
Access, Privacy, and Security Considerations for Archivists and Records Managers
College and University Archives; An Evolving Role
The Ins and Outs of Business Archives
Government Archives; Democracy in Action
Building Archives Program Support
Archival Filing, Retrieval, and Management
Electronic Records and Traditional Archival Values
Records as Evidence and Information Containers
Preserving the Usability of Digital Records
Digitization and Digital Preservation in Heritage Organizations
Archival Responsibilities
Privacy Concerns in Archival Records
Legal Records in Archives
Records Recovery for Vital Records
Protecting Vital Records from Disaster
Sampling Case Records
Handling Case Files in the Archives
Considerations Used to Appraise Archival Records
Change and Continuity with Analog and Digital Records
Managing Electronic Records in Archives
How Electronic Records and Physical Records Differ
Archival Description and Cataloging
Providing Access to Archival Collections
Strategies for Archival Advocacy
Creating Reports in Collections Management Systems
Why Archivists Should Collect Metrics
Archival Usage Metrics: Needs and Challenges
Selection Criteria for Digitization
Using Archival Standards to Make Data Exportable
Archival Data Standards: A Short History
Data Standards in Archival Collections Management Systems
Description of Electronic Records
Communication and Collaboration Through CMS Email Integration
CMS Email Integration and Request Management
Gathering Usage Statistics and Improving Processes with Your CMS
The Importance of Archival Description
Appraisal of Records of Enduring Value
Collections Management Systems as Productivity Tools
How A CMS Improves and Automates Archival Labor
How A CMS Improves and Automates Archival Labor
Improving Efficiency with Collections Management Systems
Fundamentals of the Appraisal Process in Archives
Seamless Integration for Archives
How to Achieve Business Process Integration in Archives
How a Collections Management System Acts as a Portal
Acquisition Strategies for Archives
Using an Archival CMS to Link Online and Offline Experiences
Engaging Online Audiences with Records of Enduring Value
Raising the Visibility of Archival Collections
The Essential Nature of Archival Records
Approaches to Acquisition
An Overview of Acquisition in Archives
How Does Archival Selection Shape History?
Using Collections Management Systems to Enhance Access
Create More Participatory Archives with Your CMS
Maximizing the Value of Your Collections Management System
Optimizing Workflows and Reporting Capabilities with Your CMS
Training Colleagues to Use Collections Management Systems
Considerations During CMS Implementation
Formulating an Archival Mission Statement
Information Seeking Behavior in Archives
Migrating Data into a Collections Management System
Determining Data Standards for Collections Management Systems
Cleaning and Mapping Data for Collections Management Systems
The Archives of the Future
Acquisition and Appraisal for More Representative Archival Collections
Considering Collections Management System Costs
Use Your Archival CMS to Enhance Description & Discovery
Researching Collections Management System Options
Ready to Read: Digital Preservation Without Tears
Webinar: Illuminating Collections Management Systems Requirements
Determining CMS Requirements
Planning for your Archival CMS: Initial Steps
Gathering Stakeholders for Your CMS Project
Ready to Read: The Archivists’ Advantage: Choosing the Right CMS
The Archival CMS: Building A Business Case
The Benefits of Using Systems Designed for Archivists
Collections Management Systems: Investing in Major Change
Meeting Users’ Expectations of Access to Archives
Archival Values and Use
Shifting Concepts of Archival Permanence
Archives and Records Management: Then and Now
The Professionalization of Archivists: An Overview
Archival Program Management
Public Service Fundamentals for Archivists
Archival Security Basics
Disaster and Preservation Planning for Archives
Reference for Archives
Access in Archives, the Fundamentals
Archival Finding Aids Explained
A Deeper Dive into Archival Description
Arrangement in Archival Collections
Archives and Memory
Levels of Archival Arrangement—A Primer
The Effect of Technology on Archival Activities
Technology’s Impact on Archives
Open Source or Proprietary? Weighing Your Archival CMS Options
The Process of Accessioning in Archives
Collection Analysis for Archives—Thought Starters
Archivists: Neutral or Active?
Archives and Records Management: A Symbiotic Pairing
A Records Management Primer for Archivists
Investing in Institutional Archives
Archival Collection Policies: Writing the Best One for Your Needs
Deaccessioning in the Archives
Conducting Reappraisal on Your Archival Collections
Archival Appraisal of Architectural Records
Accession Considerations for Photographs
A Primer on Archival Appraisal Values
Maintaining Sustainable Archival Collections
Digital Preservation: A Community Effort
The Pros and Cons of Digital Archives Project Partnerships
Evaluating Archival Workflows and Programs
Metadata for Archival Collections
Ready to Read—Demystifying Archival Projects: Five Essentials for Success
Controlling Archival Projects to Keep Them on Course
Monitoring Archival Project Progress
Managing Changes Throughout an Archival Project
A Primer on Archival Project Contracts
Tips for Calculating Archival Project Costs
Best Practices for Crafting an Archival Project Charter
How to Manage Archival Project Risks and Assumptions
What Makes a Successful Archival Project?
Modifying Schedules for Archival Projects
Following the Critical Path for Archival Projects
How Procurement Works for Archival Projects
Archival Project Planning: The Essentials
Archival Project Scheduling Tips
Getting Started on Archival Projects
How to Kick Off Your Archival Project
Archival Projects: Evaluating and Acknowledging Performance
Tracking Progress of Archival Projects
How to Define Archival Project Roles
How to Build a Successful Archival Project Team
Managing Expectations for Archival Projects: Tips for Archives Project Managers
Stakeholder Management in Archival Projects
Developing Leadership Skills with Archival Projects
Digital Archives: How and Why to Write Digital Preservation Policy
Scalability of Digital Preservation: The Right Fit for All
Skills Building for Digital Preservation
The Data Economy: Funding Sustainable Digital Preservation
Integrating Digital Preservation into Your Archives Program
Nuts & Bolts of Scope Statements for Archival Projects
Eliciting Archival Project Requirements
Gathering Requirements for Archival Projects
Developing Goals and Objectives for Archival Projects
Identifying Worthwhile Archival Projects
Archives Collection-Level Description: Pros & Cons
Archives & Item-Level Description: An Integrated Approach
The Current State of Description for Archives
Metadata Best Practices
Metadata for Archival Collections: Challenges and Opportunities
Ethical, Legal, and Cultural Considerations for Digital Archival Projects
Archives: Values to Consider During Selection for Digitization
Archives: Digital Imaging and Resolution Recommendations
Image Description Practices for Digital Archives Projects
Selection for Digitization – Best Practices
In-house and Outsourced Archives Digitization
Best Practices for Planning a Digitization Project
Staffing and Collaboration for Digital Archival Projects
Keys to Developing a Comprehensive Archives Collection Development Policy
How to Determine the Feasibility of Digital Archives Projects
Three Fundamental Digital Preservation Strategies
Copyright Fundamentals for Cultural Heritage Institutions
Why Digital Archives Expand Access and Awareness
eBooks
The Archivists’ Advantage: Choosing the Right Collections Management System
Margot Note
Margot Note delivers practical and invaluable advice for archivists engaging with the process of selecting an archival collections management system for the first time, or seeking to replace an existing CMS to address changing needs.
Demystifying Archival Projects: Five Essentials for Success
Margot Note
As work in archives continues to become more project-driven, educational and professional development opportunities for archivists have not kept pace. This book aims to provide the needed information—just enough project management methodology—to bridge that knowledge gap.
The Digital Decisive Moment: Transformative Digitization Practices
Margot Note
Margot Note provides a reference for institutions converting resources to digital form while maintaining both analog and digital collections. The book advocates integrated initiatives, emphasizing the intersection of objectives and applications. Readers will learn to define their project needs, evaluate their options, and manage the digitization process.
Digital Preservation Without Tears
Margot Note
In a field of emerging best practices, this book strives to be a useful introduction to digital preservation. As the field codifies techniques, archivists should act now. No matter how small a step, implementing digital preservation activities helps support historical assets for long-term access.
Perserve, Promote, Persevere: The Archivists’ Guide to Internal Advocacy
Margot Note
Preserve, Promote, Persevere: The Archivists’ Guide to Internal Advocacy offers a call to action for enhancing archival programs and ensuring a secure place in the archives’ institutional community through stewardship, accessibility, and public relations. Readers will learn how to cultivate skills to become better promoters of themselves, their repositories, and their profession.