Sample Policies, Plans, and Forms

Resources from other solo archivists are forthcoming.  Here are general policies, plans, and forms from SAA or its other sections:

SAA GENERAL RESOURCES

• SAA Standards Portal - "SAA-approved standards, guidelines, and best practice documents"
• SAA Brochures - topics include copyright; deeds of gift; donating personal or family records; donating organizational records

SAA SECTIONS

• SAA Accessibility & Disability Section: Recommended Resources
• SAA Archives Management Section: "Forum, Archival Facilities Guidelines" presentation (2017)
• SAA Archivists of Religious Collections Section:
  • Models and Resources Committee Handbook (2022)
  • Resources for Archives Policy (2020) - archives policy manual from Congregation of the Sisters of St. Joseph in Canada
  • Resources for Emergency and Disaster Preparedness (2020) - sample disaster response plan from Daughters of Charity Provincial Archives
• SAA Business Archives Section: Business Archives Resources - surveys; web archiving products/vendors; DAM systems; promotional materials; internal policies
• SAA Museum Archives Section:
  • Appraisal and Acquisition/Accession * - sample accessioning policies/documents, collection policies, deeds of gift, oral history releases
  • Archival Program Administration - sample mission statements and job descriptions
  • Disaster Planning/Recovery and Facilities - sample disaster plans
  • Links & Resources - links to various museum professional organizations, funding sources, and disaster recovery resources/vendors
  • Reference and Access/Use Services - sample registration forms, access policies and procedures, duplication/photo request forms, publications permissions policies
• SAA Native American Archives Section: "Protocols for Native American Archival Materials" Information and Resources Page
• SAA Reference, Access and Outreach Section: Guidelines for Accessible Archives for People with Disabilities (2019) - sponsored by SAA Accessibility and Disability Section
• SAA Tragedy Response Initiative Task Force:
  • Digital Submissions Terms and Conditions (2019) *
  • Materials Receipt Form, Anonymous Donations (2019) *

* cited on "LA as Subject: Archives at Risk Help Desk" site, a great general resource for small archives and solo archivists