Archival Appraisal and Selection: Balancing Present Needs and Future Value
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Margot Note
Appraisal involves choosing which records to preserve based on their long-term value and relevance to the archives’ mission. This process requires archivists to balance users’ immediate needs with the potential future significance of records.
Archival selection determines which records from a larger body of material should be retained for long-term preservation. The process focuses on the practical aspects of deciding what to keep and discard. It is influenced by the archives’ mission, user needs, and the potential research value of the records.
Selection Factors in Archival Preservation Choices
The mission and scope of an archives are central to its selection process, as they guide the preservation choices made by archivists. Records that align with the archives’ established goals and objectives are prioritized for preservation. For instance, an archives dedicated to local history will focus on preserving documents related to significant local events, ensuring its collection supports its primary mission.
Equally important is understanding the needs and interests of the archives’ users. Selection requires archivists to consider current user demands and potential future interests. Records that appeal to a broad spectrum of users or address emerging research trends should be prioritized, ensuring the archives remains relevant and valuable to its community.
Another critical factor in the selection process is the research potential of records. Records with high research value, containing unique or significant information, can significantly contribute to future scholarship. Archivists need to evaluate the long-term research benefits of records, even if their immediate use seems limited, to ensure that valuable resources are preserved for future inquiry.
A balanced selection process considers the archives’ mission, user needs, and research potential. By aligning records with the archives’ goals, addressing user interests, and evaluating research value, archivists can make informed decisions supporting their collections’ long-term preservation and utility.
Three Challenges in Archival Selection
Limited resources often constrain appraisal. Archivists may not have the time or staff to review records thoroughly. Prioritization is essential to ensure that the most valuable records are selected.
The rise of digital records has added complexity to the selection process. Digital materials require different preservation strategies, and their selection must consider factors like format obsolescence and data integrity to ensure long-term access to digital records.
One of the biggest challenges in selection is balancing current users’ needs with future researchers’ potential needs. Archivists must consider how records may be used in the future, even if they seem less relevant today
Three Best Practices in Archival Selection
When it comes to selecting which archival records to preserve, there are a few main factors to consider. This includes the archives’ mission, the users’ needs, and the records’ value.
Align Choices with the Archives’ Mission
When selecting materials for an archives, aligning decisions with the archives’ mission and goals is essential. This alignment ensures the collection remains cohesive and focused, serving the archives’ primary purpose. By adhering to this mission-driven approach, archivists can maintain a direction and purpose in their selection processes.
Consider User Needs and Interests
Engaging with users regularly is another crucial aspect of archival selection. Understanding the needs and interests of the archives’ audience helps inform selection decisions, ensuring that the materials collected are relevant and useful. This ongoing dialogue with users allows archivists to stay attuned to the evolving needs of their community and make informed choices about which records to prioritize.
Prioritize High-Value Records
In addition to aligning with the mission and engaging with users, it is crucial to prioritize records with high informational, evidential, or historical value. By focusing on these high-value records, archivists can ensure that the most significant materials are preserved. This prioritization helps maintain the integrity and importance of the collection, ensuring that valuable historical and evidential information is retained for the future.
The best practices in archival selection involve a strategic approach that integrates mission alignment, user engagement, and the prioritization of high-value records. By combining these elements, archivists can create and maintain a collection that is both meaningful and relevant, supporting the archive’s goals while preserving essential materials.
A Balanced Approach to Archival Selection
Archival selection is a complex and nuanced process that requires archivists to make difficult decisions about what to keep and what to discard. By considering the archives’ mission, user needs, and the potential research value of records, archivists can build valuable collections for future generations.

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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