The history of a business is a key to its identity; keeping the memory of its strategic path via corporate history helps focus that identity over time.

Organizations evaluate records and set retention periods based on records lifecycles; there are 3 stages: active use, semi-active use, and disposition

The functions of records maintenance include organizing and filing records and identifying which records to retain and for how long.

The purpose of a records survey is to determine records categories users create, receive, process, or maintain in operational or project-based work.

Archivists transform complex groupings of primary sources into insightful and succinct information through arrangement and description; principles

Organizations benefit themselves and the public by preserving records, organizing them, and making them available within and outside the institution.

Archivists can identify advocacy content that fits into customer service interactions, represents the archives’ perspective, and articulates its needs

Organizational archivists must decide whether archival collections must or should be located in the same facility as the organization; tips, advice

Archival holdings may need external repositories; archivists must consider how often materials are used and how quickly they are needed when planning.