Guidance for Custodians of Archival Resources. Section 13: Further reading and online resources

This is just a small selection of the resources that are available, but should act as a starting point for many topics.

Organisation and Governance

The National Archives: Running Your Organisation 

Community Archives and Heritage Group: Your organisation: objectives, people and buildings

Setting up a charity (Charity Commission) and

National Council for Voluntary Organisations: advice and support for voluntary organisations. A wide range of Tools and Resources (subscription required, but free for small community organisations)

Association of Independent Museums (AIM) Success Guide on Successful Governance in Independent Museums, contains useful transferable information


The National Archives, general advice on managing your collection


The National Archives, general advice on managing your collection

The National Archives: Archive Service Accreditation Guidance

Business Archives Council: Managing your archives

Archives and Records Association Best Practice Guidelines

Community Archives and Heritage Group: Managing your collections

AIM [Association of Independent Museums] Success Guides: Successfully Managing Archives in Museums

Norfolk Record Office Community Archives Toolkit advice on Collections Management

Gloucestershire Heritage Hub, advice on how to on how to manage and organise your archive

Resources prepared for the West Yorkshire Archive Service: Community Archive Accreditation Scheme  ,   and

Campaign for Voluntary Sector Archives, Archiving for Voluntary Organisations: Draft Guidance March 2017

Managing Mixed Collections guidance produced for The National Archives

Selecting Records for your Archives

The National Archives, What to keep and why

The National Archives, Deaccessioning and Disposal

The National Archives: Management Framework for Retention and Transfer Charity Records and Archives – relevant to all voluntary organisations

Records Management in Charities: A Toolkit for Improvement (revised 2019)


The National Archives advice

The National Archives advice on using volunteers for cataloguing projects

Community Archives and Heritage Group: Cataloguing guidelines for community archives

Norfolk Record Office Community Archives Toolkit guidance on cataloguing

The National Archives Manage Your Collections offers a means of making completed catalogues available on the Discovery database

Advice on contributing catalogue information to The Archives Hub

Collections Care, Storage, Preservation and Disaster Planning

The National Archives guidance

British Library Collection Care Guidance 

British Library downloadable Preservation Guides

Benchmarks 3.0 Conservation Planning for Archives, Libraries and Museums

Norfolk Record Office Community Archives Toolkit guidance on preservation

Gloucestershire Heritage Hub, advice on how to on how to protect and look after your physical archive

Wellcome Library example of a Preservation Policy

The National Archives: Protecting archives and manuscripts against disasters

London Fire Brigade: Emergency Response and Salvage Plans for heritage buildings, including template documents for a salvage plan

Historic England: Writing an Emergency Response Plan, with templates

United States National Archives and Records Administration links to advice on salvage procedures

Collection Development and Collecting Policies

Collection Development guidance

Access and Activities

Community Archives and Heritage Group: Making your collections accessible

Archives and Records Association Archives for Education and Learning Section resources

Norfolk Record Office Community Archives Toolkit, advice on interpretive planning

Digital Records and Digitisation

The National Archives, Digitisation guidance [later sections are very technical but the early sections contain useful general advice]

Hampshire Archives Go Live! Digitising your Archives

Norfolk Record Office, Community Archives Toolkit guidance on digitisation

Gloucestershire Heritage Hub, advice on how to on how to look after digital material

Orphan Works: Guidance for archive services on reasonable searches to identify rights holders, produced by The National Archives and the Intellectual Property Office for services considering digitising copyright collections

Copyright Assessment Framework: a pragmatic risk assessment tool to assist digitisation of collections

The National Archives: Basic digital preservation guidance

SHARE Museums East, A Guide to Digitisation 

The National Archives: Preserving digital collections

The National Archives, Plugged In, Powered Up strategy, and digital preservation workflows

Tim Gollins, “Parsimonious (cheap) digital preservation at The National Archives”

The National Archives: Web Archiving guidance

OCLC Research: You’ve Got to Walk Before You Can Run: First Steps for Managing Born-Digital Content Received on Physical Media

Digital Preservation Coalition (DPC), Digital preservation handbook and interactive decision tree

Community Archives and Heritage Group: Digital preservation for community archives

The Tate’s archives and access toolkit

The Paradigm Project (Personal Archives Accessible in Digital Media)

Council on Library and Information Resources’ report Born Digital: Guidance for Donors, Dealers, and Archival Repositories

Gloucestershire Archives example of a Digital Preservation Policy

National Digital Stewardship Alliance [NDSA] Levels of Digital Preservation

Religious Archives Group: Care of Modern Media

Oral History

Oral History Society Advice on getting started

Open University Building on History project advice

Norfolk Record Office Community Archives Toolkit, guidance on oral history

Film and Video

Community Archives and Heritage Group: Film and videotape and the community archive

Film Archives UK links to guidance

British Film Institute Moving Image Collections: Guidance Notes, 2004

D. M. Lee, Film & Sound Archives in Non-specialist Repositories, Society of Archivists, UK, revised version, 2009

The Film Preservation Guide, The Basics for Archives, Libraries, and Museums, National Film Preservation Foundation, USA, 2004

Religious Archives Group: Care of Modern Media

International Federation of Film Archives: FIAF Moving Image Cataloguing Manual

Legal Aspects and Ethics

Legislation relating to the Archives sector

Community Archives and Heritage Group: Community archives and GDPR

Archives and Records Association Code of Ethics

Copyright for Archivists and Records Managers by Tim Padfield, 6th edition, 2019.

The National Archives Copyright information

Copyright guidance from the government’s Intellectual Property Office

Naomi Korn Associates copyright guidance and resources, an independent online resource aimed at making UK Copyright Law accessible to creators, media professionals, entrepreneurs, students, and members of the public

Oral History Society Advice on legal and ethical issues

Wellcome Library policy on Access to Personal Data (Jan 2019)

The National Archives GDPR Advice and Frequently Asked Questions

Data Protection Toolkit for Archive Services: a resource developed to assist with access requests for personal information in collections

Information Commissioner’s Office

Information Commissioner’s Office Data Protection self assessment toolkit    


The National Archives general advice on fundraising

Archives Revealed: Cataloguing Grants and Scoping Grants, administered by The National Archives 

National Lottery Heritage Fund [NLHF]

National Manuscripts Conservation Trust [NMCT] for conservation grants

Community Archives and Heritage Group: help with finding funding

The Heritage Alliance and the Architectural Heritage Fund, the Heritage Funding Directory is a free guide to financial and other support for anyone undertaking UK related heritage projects 

The Heritage Alliance’s Giving to Heritage training programme for fundraisers in the heritage sector This ended in 2017, over 30 recorded webinars are still available to watch on the website

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