Table of Contents

Cover image

Title page

Copyright

List of figures

Acronyms

Acknowledgements

Preface

About the authors

Chapter 1: The history of record keeping in the UK museum and gallery sector

Abstract:

History

Record keeping in museums: roles

Record keeping in museums: record types

Chapter 2: Records management basics

Abstract:

Introduction

What is a record?

What is records management?

The ‘difference’ between archives and records management

Basic records management concepts

Chapter 3: Making a business case for records management

Abstract:

Introduction

Compile a business case

The importance of communication

Chapter 4: Legislation and records management requirements

Abstract:

Introduction

Public Records Acts 1958 and 1967

Local government legislation

Data Protection Act 1998

Freedom of Information Act 2000

Environmental Information Regulations 2004

Other relevant legislation

Chapter 5: The records survey

Abstract

Why conduct a survey?

Pre-survey: the importance of planning

The survey: issues and tips

Post-survey: analyse, summarise and report

Chapter 6: Strategy and action planning

Abstract:

Introduction

Why to plan

How to plan

How to make the plan into a strategy

Planning for required resources

Chapter 7: Developing a file plan, retention schedule and records management programme

Abstract:

Introduction

The file plan

The records retention schedule

Implementing a records management programme

A final word

Chapter 8: Resources

UK legislation and regulations

Spoliation and repatriation

Professional bodies

Discussion lists

Useful guidance and training

Standards

Appendices: policies, forms and checklists

Appendix 1: Risk assessment template and scoring framework

Appendix 2: Business case example

Appendix 3: Sample data protection survey form

Appendix 4: Museum record series commonly containing personal data

Appendix 5: Sample data protection policies

Appendix 6: Sample data protection statements

Appendix 7: Data subject access request form

Appendix 8: Sample records management policy

Appendix 9: Museum record series commonly containing environmental information

Appendix 10: Records survey questionnaire forms

Appendix 11: Supplies checklist template

Appendix 12: Sample records transfer instruction and forms for staff

References

Index

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