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How to Use Metrics to Drive Archival Success

Margot Note

Feb. 9, 2026
Learn how to choose archival KPIs, collect and analyze data, and turn metrics into stories that strengthen advocacy, funding, and impact.
A dashboard of archival metrics overlaid on an image of a person using a stylus.

Archivists often find themselves explaining the value of their work to administrators, funders, and the public. Stories about unique discoveries or heartwarming encounters with collections have their place, but when it comes to advocacy and decision-making, data provides a stronger foundation. Numbers create credibility, offering concrete evidence of outcomes rather than subjective impressions.

Why Archival Metrics Matter for Advocacy

Metrics help archivists move from “we think” to “we know.” Instead of saying “people use the archives,” data can show that researcher visits have increased by 25 percent in the past year or that digitized collections received 10,000 views in a single semester.

In resource-constrained environments, where departments compete for attention and funding, measurable results can tip the scales in favor of archives. Data not only justifies existing resources but also strengthens the case for new investments.

For a comprehensive guide to strategic planning, advocacy, and budgeting in archives, download your free copy of Margot’s new book, Funding Your Archives’ Future: How to Secure Support and Budget for Success.

How to Choose the Right Archives KPIs

Not all metrics are created equal. Choosing the right key performance indicators (KPIs) ensures that data reflects an archives’ true mission and priorities. Archivists must first clarify their goals: Is the focus on improving accessibility, enhancing preservation, or expanding community engagement? Each goal calls for different measurements.

  • For accessibility, KPIs might include the number of digitized items available online, website traffic, or user satisfaction scores from surveys.
  • For preservation, measures could involve the percentage of collections stabilized, the number of items rehoused, or the reduction in backlog.
  • For engagement, metrics may cover attendance at events, participation in educational programs, or the diversity of communities represented in collections.

The key is to strike a balance. Too many metrics can overwhelm staff and obscure priorities, while too few may fail to capture impact. A carefully curated set of KPIs provides meaningful insights without creating unnecessary burdens. By aligning measurement with mission, archivists ensure that data reinforces their strategic direction.

How to Collect and Analyze Archival Data

Once archivists establish KPIs, they face the next challenge of building reliable systems for collecting and analyzing data. Accuracy and consistency are critical because poorly gathered data undermines credibility rather than strengthening it. Archives must establish procedures: Who is responsible for recording usage statistics? How frequently? In what format? Standardized practices ensure that data remains consistent over time and across staff changes.

Technology can streamline data collection. Integrated library systems, digital asset management platforms, and web analytics tools provide automated reporting features that reduce manual work. However, archivists must also ensure that data collection complies with privacy regulations and ethical standards. For instance, tracking website visits should not compromise user anonymity. Transparency with users about what data is collected and why builds trust.

Analysis is just as important as collection. Raw numbers alone can be misleading; trends, comparisons, and context bring them to life. For example, noting that 500 boxes were processed last year is useful, but showing that this represents a 40 percent increase from the previous year is far more compelling. Visualization tools such as charts, dashboards, and infographics help transform data into digestible insights for staff and stakeholders.

How to Turn Metrics into Stories

Data may be persuasive, but it becomes even more powerful when paired with stories. Numbers provide the backbone of credibility, while narratives give them meaning and emotional resonance. A statistic showing that 3,000 students accessed archival materials becomes more impactful when paired with a student’s testimony about how the experience shaped their thesis or career.

Effective advocates weave metrics and stories together. For funders, this might mean presenting data about rising digital engagement alongside a case study of how online access enabled a community to reconnect with its heritage. For administrators, this could involve linking the number of instructional sessions to testimonials from faculty about how the archives have improved classroom learning.

This blending of quantitative and qualitative evidence humanizes the numbers, ensuring that data does not feel abstract but instead illustrates the lived experiences and broader impact of archives.

From Web Analytics to Funding: An Example of Archives Data in Action

For example, when a municipal archives noticed a steady rise in online inquiries, staff began tracking web analytics to understand user behavior better.

The data revealed that digitized photographs of the city’s immigrant neighborhoods received over 15,000 views in a month, far surpassing any other collection.

To make the numbers more meaningful, the archivist paired the metric with a story: a local high school teacher reported that her students used the images to create a class project exploring migration and identity in their community. By presenting both the data and the testimony to city officials, the archives demonstrated measurable public impact and secured additional funding to expand its digitization program.

How to Make Metrics Actionable

Metrics are most valuable when they inform action. Data should drive decisions, refine strategies, and inform goals. Regular performance reviews offer opportunities to evaluate the data and identify necessary adjustments.

If digitization metrics indicate strong demand for online access, archives may prioritize expanding their digital infrastructure. If surveys reveal that researchers find navigation difficult, staff may refine finding aids or redesign the website. If attendance at community events is low, archivists can re-evaluate outreach strategies.

Actionable metrics also encourage a culture of continuous improvement. Staff clarify how their work contributes to larger goals, and leaders strengthen confidence by strategically managing archives. Over time, this cycle of measurement, reflection, and adjustment fosters resilience and ensures archives remain aligned with institutional and community priorities.

Harness the Power of Metrics for Your Archives

Data demonstrates not only what archives do but also why it matters. When archivists harness the power of metrics, they elevate their ability to advocate and adapt, ensuring that archives continue to serve communities with relevance and strength.

Margot Note

Margot Note

Invested in this topic? Please join us for archives expert Margot Note's new webinar, Strengthening Archives: Resilience for Today, Tomorrow, and Years to Come, on Wednesday, February 18, at 11 a.m. Pacific, 2 p.m. Eastern.  Register now to reserve your seat in this informative session.

(Can't make it? Register anyway and we will send you a link to the recording).

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

**Disclaimer: Any in-line promotional text does not imply Lucidea product endorsement by the author of this post.

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