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MONTANA STATE LIBRARY
COLLECTION MANAGEMENT POLICY GUIDELINES
Collection management policies, considered and formally adopted by governing
entities, are a prerequisite to maintaining a useful materials'
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How to fill out collection management policy guidelines

How to fill out collection management policy guidelines:
01
Start by identifying the purpose of the collection management policy. Determine what goals and objectives the policy should achieve.
02
Conduct research on best practices in collection management. Look for guidelines and policies used by similar organizations or institutions.
03
Familiarize yourself with any relevant legal or ethical considerations that may apply to your collection. This could include copyright laws, cultural heritage preservation guidelines, or privacy regulations.
04
Outline the structure of your collection management policy. This should include sections on acquisition, documentation, preservation, access, and deaccessioning of collection items.
05
Determine the criteria for acquiring new items into the collection. Consider factors such as relevance to the collection scope, condition, historical significance, and financial resources needed for acquisition.
06
Outline the procedures for documenting collection items. This may involve creating detailed records including descriptions, condition reports, provenance information, and any associated documentation or media.
07
Develop strategies for preserving the collection. This could include proper storage conditions, conservation measures, disaster preparedness plans, and ongoing maintenance activities.
08
Define the access policies for the collection. Decide who can access the collection, under what circumstances, and what type of access is permitted (physical access, digital access, loaning items, etc.).
09
Establish guidelines for deaccessioning collection items. Determine when and how items can be removed from the collection, whether through sale, transfer to another institution, or disposal.
10
Review and revise the draft of your collection management policy guidelines. Seek input from relevant stakeholders, such as staff, board members, and legal advisors. Make any necessary adjustments to ensure the policy is clear, comprehensive, and aligns with your organization's mission and values.
Who needs collection management policy guidelines?
01
Museums: Museums often have extensive collections of artifacts, artworks, or scientific specimens that require proper management and care. Collection management policy guidelines help ensure the smooth operation and preservation of these collections.
02
Libraries: Libraries may have special collections or rare books that require specific policies to guide their management and preservation. Collection management policy guidelines provide a framework for the acquisition, cataloging, and maintenance of these collections.
03
Archives: Archives hold historical documents, photographs, and other records that need to be organized, preserved, and made accessible to researchers. Collection management policy guidelines help archivists ensure the long-term preservation and appropriate management of these valuable materials.
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What is collection management policy guidelines?
Collection management policy guidelines are a set of rules and regulations that govern how a collection is managed, organized, and maintained in an organization.
Who is required to file collection management policy guidelines?
In most cases, it is the responsibility of the organization's management or curatorial staff to file the collection management policy guidelines.
How to fill out collection management policy guidelines?
Collection management policy guidelines can be filled out by following the specific instructions provided by the organization, which typically involve detailing collection acquisition, cataloging, preservation, deaccessioning, and other related procedures.
What is the purpose of collection management policy guidelines?
The purpose of collection management policy guidelines is to ensure the responsible and ethical stewardship of a collection, as well as to provide transparency and accountability in its management.
What information must be reported on collection management policy guidelines?
Collection management policy guidelines typically require information on collection development practices, acquisition and accessioning processes, conservation and preservation protocols, deaccessioning policies, and ethical considerations, among others.
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