The first step in conducting a survey is to collect general information about your institution's history and major activities, to provide a context for preservation activities. Other general issues that affect preservation of the collections include overall staffing and budget; long-range strategic planning; future plans for the building, such as renovation or expansion; and the institution's relationship with other local institutions that collect historical materials. This list is, of course, not comprehensive. The surveyor may well discover additional issues particular to the institution.
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Ccomplete the Institutional Overview and the
Collections Overview sections of your overall
survey.