Archival Appraisal: Determining Long-Term Value of Archival Materials
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Margot Note
Archival appraisal is critical in determining which records should be preserved for long-term use and which should be discarded. As archives grow, effective appraisal becomes increasingly important to ensure that only records with enduring value are retained.
What is Archival Appraisal?
Archival appraisal is the process of evaluating archival records to determine their value for long-term preservation. This evaluation considers various factors, including the records’ informational, evidential, and historical value. The goal is to preserve materials that will be valuable for future research, legal purposes, and historical documentation.
Appraising Informational, Evidential, and Historical Value
Records’ informational, evidential, and historical values are essential for understanding the past and the functions of organizations and individuals. Each of these types of archival values uniquely contributes to preserving and interpreting historical and organizational records.
Informational Value
Records with high informational value contain unique data that is not available elsewhere. This information includes unique reports, original research, and documentation of significant events. Such records are invaluable to researchers, historians, and scholars because they offer insights and information that cannot be obtained from other sources.
Evidential Value
Evidential value pertains to records that prove an organization’s or individual’s functions, policies, and activities. These records are crucial for documenting decision-making processes, actions, and policy implementation. They also help understand organizational activities’ operational context and historical significance.
Historical Value
Records with historical value capture events, trends, or movements. While these records may not have immediate practical applications, they are preserved for their importance in providing a broader historical perspective. Their value lies in their ability to offer insights into historical contexts and developments.
Appraisal Challenges for Archivists
Appraising records is not always straightforward. Archivists face several challenges, including limited resources, the subjective nature of value, and the sheer volume of records to be appraised. Decisions about what to keep and what to discard must be made carefully, as they have long-term implications for collections.
Archivists frequently encounter resource constraints, such as limited budgets and staff, making it challenging to appraise. Due to these limitations, prioritizing appraisal efforts becomes crucial. This approach ensures that the most valuable records are identified and preserved effectively.
Another challenge in appraisal is the inherent subjectivity in assessing the value of records. Different archivists may have varying opinions on what is considered valuable. To address this issue, archivists establish well-defined appraisal criteria that are applied consistently across the board.
The increasing volume of digital records adds another layer of complexity to the appraisal process. When it comes to managing and appraising large quantities of digital content, an archival collection management system makes it possible to handle modern archives more effectively.
As the volume of records grows, particularly in the digital realm, archivists must adapt their strategies to maintain effective appraisal practices. Balancing resource constraints, subjectivity, and volume challenges contributes to successful archival management.
Archival Appraisal Best Practices
Developing clear appraisal policies and criteria ensures consistent decision-making in archival work. These policies should align with the archives’ mission and goals while also addressing the needs of future users. By setting well-defined standards, archivists can make more objective and consistent decisions about which materials to retain or discard.
Thorough documentation of appraisal decisions is equally important. This practice ensures transparency and memorializes the rationale behind the retention or disposal of materials. Such documentation is invaluable for future archivists and researchers who may need to understand the context and reasoning behind past appraisal choices.
In addition to clear policies and documentation, collaboration with archival stakeholders plays a key role in the appraisal process. Engaging with donors, researchers, and organizational leaders helps archivists gain a broader perspective on the significance of records. This collaborative approach supports more informed and well-rounded appraisal decisions.
Proven Practices and Comprehensive Strategies
By integrating these practices—developing clear policies, documenting decisions, and collaborating with stakeholders—archivists can enhance the effectiveness and transparency of their appraisal process. This comprehensive approach ensures that valuable records are preserved and managed in a manner that supports the archives’ mission and benefits future users.
Effective archival appraisal builds and maintains collections that serve the needs of future generations. Archivists can ensure that their collections remain relevant and valuable by evaluating records for their informational, evidential, and historical value.

Margot Note
Margot Note, archivist, consultant, and Lucidea Press author, is a regular blogger and popular webinar presenter for Lucidea—provider of ArchivEra, archival collections management software for today’s challenges and tomorrow’s opportunities. Read more of Margot’s posts here.
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