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Training and Support

Guidelines for Contributors

The guidelines are divided into seven sections. If you are contributing to NRAM for the first time, please read through all the sections. If you have any questions about what you should do, please contact NRAM.

Introduction
What to include in NRAM
How to prepare entries for NRAM
The Record Fields:

Record Group
Title / Type of Record
Dates
Quantity
Holder Reference
Description
Access Conditions
Form if not original
Location of original
Finding Aids
Name Entries
Areas
Subjects
How to send entries to NRAM
Making the most of NRAM
Further reading and training


Introduction

To learn about the history and development of NRAM and how it is funded and managed, click here.

All New Zealand repositories holding archives or manuscripts are encouraged to report collections to NRAM. There is at present no other national reporting system for archives and manuscripts.

Contributors complete their own entries and own the information they provide. NRAM‘s success is a result of the co-operation and commitment of its contributors.

The following guidelines have been written in order to help contributors describe and send information about archives and manuscripts in their collections. For answers to any questions, to make comments or request further information, contact the NRAM Administrator.

What to include in NRAM

All manuscript and archive (click here for definitions) collections located in New Zealand may be reported to NRAM.

Copies (for instance microfilm and photocopies) may be reported, so long as the institution concerned is responsible for maintaining information about the location of the original item. Inclusion of multiple copies is at NRAM‘s discretion.

Collections may contain material such as correspondence, diaries, oral history recordings, files, commissions, deeds, petitions, wills, account books, financial records, minutes of meetings, birth, death and marriage certificates and/or registers, maps, ship registers, log books, passenger lists, literary manuscripts and typescripts, photographs and photograph albums, audio and videotapes, computer disks....in fact anything that has been decided as having permanent value. Publications such as books, newspapers, magazines, etc are generally not regarded as archives (except when they form a part of a larger 'group' or 'fonds')

How to prepare entries for NRAM


Our aim is to encourage entries, avoid duplicating effort, and reduce the time of NRAM compilation by

  • making most fields optional
  • inviting minimal data for entries that are created as part of the accessioning process. (These entries can be updated later.)
  • encouraging repositories to use existing finding aids wherever possible

Information is entered into record fields. There are three categories of information:


There are only three mandatory fields:

  • the name of the record group
  • the dates covered
  • the quantity or volume of records, and


The optional fields may include:

  • holder reference
  • type of record
  • description
  • access conditions
  • form, if not original
  • location of original
  • finding aids
  • name entries
  • areas, and
  • subjects

The Record Fields

The following section describes the NRAM record fields and the information each should contain. Remember that these are only guidelines - there are always exceptions! If you have any difficulties with compiling entries please contact the NRAM Administrator.

Note that these instructions apply particularly to those filling out entries from scratch. Institutions tailoring their existing finding aids should follow the conception of the structure rather than the exact format.

Name of Record Group

This field is mandatory.

This is the name of the person or agency that created the records.

This field provides information about provenance. In many (but not all ) cases the name of the creating agency will also be the name of the organisation or person primarily named in the records. If it is not possible to establish the name of the creator of the collection (this happens on very rare occasions), "unknown" or "anonymous" may be used, but remember to explain this in the "description" field. Also any information on previous names used (or other names used, e.g. nicknames) can be included later in the "description" field.

Note : This is not the name of the Archive (repository) holding the collection. The Archive (repository) name goes in the location field.

Example 1: Church Records (Click here to view full entry)

Name: NEW ZEALAND Anglican Girls Bible Class Union

Example 2: Research papers (Click here to view full entry)

Name: BEAGLEHOLE, Ernest, 1906-1965

Note that the full name of the person is given and the date of birth and death. Use the name by which a person is or was most commonly known, and give other names and explanations in the "name entries" and "description" fields. Names can be determined from the donor, by examining the collection itself, or by consulting published reference sources such as the Dictionary of New Zealand Biography, Who's Who in New Zealand, The Directory of Official Information etc.



Example 3: How to record birth and death information after personal names.
  • Guildford, Barbara 1944 - [Born in 1944 still living]
  • Guildford, Barbara 1872 - 1943 [Born in 1872 died in 1943]
  • Guildford, Barbara b 1799 [born in 1799 date of death unknown]
  • Guildford, Barbara d 1902 [date of birth unknown, died in 1902]
  • Guildford, Barbara fl 1900 [Dates of birth and death unknown but was flourishing/known to be alive in 1900]


Example 4: Correspondence from a well known poet not entered in writer's name but that of the collector of the letters.(Click here to view full entry)
Name: BETHELL, Mary Ursula, 1874-1945

Letters written by Denis Glover to Mary Bethell are not entered as Denis Glover but under Mary Bethall's name because she collected the letters and thus created the collection in terms of archival provenance. The name of Denis Glover would appear in the description field and in the "name entries" field. (If Dennis Glover had kept copies of his own letters and they were part of his collection then the letters would be under his name.)



Example 5. Organisations that merge.(Click here to view full entry)

Name: PAPARUA County Council

The Tai Tapu Roads Board was closed and the function and the records were taken over by the Paparua County Council. The Tai Tapu records were under the custody of the Paparua County Council at the time the council deposited the records in National Archives Christchurch office. The Name entry is Paparua County Council and the Tai Tapu Roads Board is mentioned in the Description and in the Name Entries field.

Note that the official/legal and most recent name of the organisation is given. Be certain that the name was in use while the records were being created and used - do not use a new 1990s name to describe records which cover the period from 1948-1962. It is useful to also include in the name the date of establishment/disestablishment.


Title / Type of Record

This field is optional.

If the collection/item has an existing title, use it unless the contents differ from the title (e.g. a volume may be labelled "Committee Minute book" when in fact it contains copies of outwards correspondence).

If the contents differ from the given title, provide a title which more accurately describes the type of document/s.

If there is no existing title, provide a title which describes the type of document/s.

Use terms consistently and accurately where possible (for instance, use "newspaper cuttings" not "clippings".)

Use as many terms as are relevant.

Generally, the term "papers" is used for the collection of a person, and "records" for the collection of an organisation.

A list of terms commonly used to describe types of records and papers is given below. More detailed lists can be found in the archival literature. (See appendix for further reading).

Note: If you hold a specific record type that is not included in this list, please contact the NRAM administrator. The list will then be updated.


Papers are used when referring to the collection of a person. If the papers are clearly on one topic this may be indicated e.g., literary papers, financial papers, botanical papers.

Papers can be divided into the following:

Speeches
Newspaper cuttings
Scrapbooks
Lectures
Research notes
Genealogical papers
Logbooks
Diaries
Photographs
Sketches
Engineering drawings
Architectural drawings
Audio recordings
Reminiscences
Correspondence (as long as it includes both inwards and outwards letters)
Inward letters
Outward letters

Records are used when referring to the collection of an organisation.

Records can be divided into the following:

Financial Records
Journals
Cashbook
Ledgers
Deeds
Minutes
Annual Reports
Case Files
Subject Files
Registered files
Registers
Reports
Correspondence
Inward letters
Outward letters
Maps
Plans
Blueprints
Ephemera

Dates Covered

This field is mandatory.

Enter the date range of the collection being described, not the dates of the person or organisation which created them, (these should be included in the name of the record group field).

Example 1. Distinction between dates in name field and dates in date field.

Name:

Guildford, Barbara 1908-1984

Title/Type of Record:

Papers

Date:

1924-1984

Where the specific date of the material is unknown provide the best information available such as the century . If the dates cannot be verified exactly, indicate this with the use of a question mark after the date. If the dates are only approximate, indicate this by placing a "c" (meaning circa or about) before the date. Finally, if the date range is impossible to estimate use the term "date unknown". See example 2.


Example 2. Estimated Dates.

  • 1941?
  • 1900?-1960?
  • c1941
  • c1900-1960

When a few documents have been received after the closure of an organisation or society, or the death of a person, use the fully inclusive dates and add the other document dates and context in the "description" field.

Specify the earliest and latest dates for material in the collection as precisely as possible.

For retrospective or 'non-contemporary material' (reminiscences, research notes and the like) give first the dates for the period referred to by the collection, then the dates of writing, in parentheses.


Example 3. Retrospective material

Name:

Guildford, Mary 1863-1942

Title/Type of Record:

Reminiscences of travels to far places

Date:

1880-1900, (1922)

For transcriptions or copies (other than photocopies), the date of copying should also be given here, and specified as such. Where necessary, dates should be explained in the "description" field.

Example 4. A copy of a letter dated 1854, transcribed 1953.

1854 (transcribed 1953)

Quantity

This field is mandatory.

Specify the total quantity of material in the collection.

It is common practice to describe this in terms of the shelf space the collection occupies, or would occupy if it were shelved. This is often done in terms of linear metres. A one metre shelf would hold approximately one linear metre of material if the records were stacked vertically or in vertical boxes the full length of the shelf. However, it may sometimes be more meaningful to describe the quantity in terms of the item unit.

If the quantity is given as a linear measurement and additional information is desirable, add the additional information in parentheses.

In all cases use Arabic numerals.

Examples:

  • 1.5 linear metres
  • 5 letters
  • 20 reels of microfilm
  • 1 linear metre (130 items)
  • 2.7 metres (19 boxes + 1 oversized item)

Holder Reference

This field is optional.

Enter here the reference/call number or numbers normally used to locate the item/collection within your own repository.


Description

This field is optional.

Summarize the context and research value or interest of the collection (essentially this field briefly describes why the material is in the Archive). Also describe the nature of the material.

There are two parts to the description field:

  1. A brief paragraph or sentence giving summarised historical or biographical information about the person or organisation whose records are being described. This might be something as basic as "Ngaio Marsh was a New Zealand author, playwright, actress and director."
  2. The second and major part of this field is a scope and contents note. It should give the researcher an idea of what information is in the collection. Included here could be comments on the organisation of the collection if this will ease research use. This field can also expand on the information given in the fields "type of record" and "dates covered" . More details can be given about the types of minute books, whether a diary is personal or concerned with specific subjects such farming matters. Date ranges can be added and so on.

Some institutions may choose to list here the relevant series titles and dates. Some may give series descriptions. Some may list items as well.

Example 1: Complete Entry

Minutes and report of the Christchurch City Council committee advising on implementation of the Council's resolution on the urban environment by 31 July 1974.

Example 2: Complete Entry

The Cook County Council administered a large portion of the East Coast, except the Borough of Gisborne, from 1877 to 1893 when Waiapu County was formed. In 1908 Waikohu County was inaugurated followed by Uawa County (Tolaga Bay) 1919. The latter was later reincorporated into the other administrative areas.

The records comprise outwards letter-books, 1877-1924 and inwards letters and other records, 1877-1933.

Example 3: Complete Entry

The Country Women's Institute (CWI), or Women's Institute as it was named up to 1952, was set up to provide country women with support and education. It encouraged home crafts and cultural work,... and acted as a training ground for women in local body politics.

The Lower Shotover CWI was formed in March 1951. It was affiliated to the Southern Southland District Federation.

The records surviving consist of a minute book of monthly meetings 1951-1957.

Example 4: Complete Entry

Methodist missionaries were responsible for compiling yearly reports on the activities of their stations.

The reports on the Mission Schools were written in response to the official reports compiled by visiting government inspectors. These reports were combined and reported to the Methodist District meeting on an annual basis. The Northern Administrative District included the Auckland Circuit, Manukau, Waipa, Hokianga, Mangonui, Whangarei, Kaipara, Aotea, Kawhia, and Waingaro Circuits. It also includes the Three Kings Native Institution in Auckland as well as the Grey Institute in New Plymouth.

The records are reports on Methodist schools and missions. The reports include information such as worship attendance; erection of chapels at schools; school curriculum; and in some cases teaching texts.

Example 5: Very full entry including series list Complete entry

Otago Boys' High School has included extensive historical information and a complete list of the record series held in this description field.

Access conditions

This field is optional.

Where any restrictions on access have been placed by the donor, depositor or by your institution enter here "Restricted" or "Partly restricted". Otherwise enter "Not restricted". If this field is left blank, it will be assumed that there are no restrictions.

Details as to the type of restriction may be given if appropriate.

Examples:

  • No access before the year 2020.
  • Not restricted.
  • Access only with the permission of the Chairperson of the Marae Committee.

Form if not original

This field is optional.

If the collection is not in its original format, write the format in this field.

Examples:

  • Typescripts
  • Photocopies
  • Microfilm
  • Digital (C.D. Word 2000)

Location of original

This field is optional.

If the item / collection is copied (as described above, give the name and location of the repository holding the original, where this is known. If the collection is held privately, do not supply names and addresses but note that the original is in private hands and keep the address in your institution's filing system.

Examples:

  • In private hands.
  • Photocopies of transcripts held at Auckland Institute and Museum and The Elms, Tauranga.
  • Location of original not known.

Finding aids

This field is optional.

In this field note any finding aids that are available for researchers, either published or unpublished, inhouse, or widely available (for example, over the Internet.)

Examples:

  • Inventory available (paper only)
  • Published guide
  • Card index available (i.e. to correspondence within a collection)
  • Inventory not available 2002

Name entries

This field is optional.

Enter additional names which are significant to the collection. Usually these will have been referred to in the "Description" field. Give the full name, and dates if known.

Name entries can include people, institutions, companies, ships, sheep stations, cemeteries, periodicals, buildings, horses, etc.

Do not use an abbreviation unless the organisation is known by an acronym eg. use CORSO but not C.M.S.

Examples:

  • Ionic (ship)
  • Phar Lap (horse)
  • UNESCO
  • Typographical Society
  • 'The Sun' (newspaper)
  • New Zealand Army. First Expeditionary Force

Areas

This field is optional.

This field allows users to search for information by geographical area. The boundaries and names used are the local government areas and districts defined in the New Zealand Official 1990 Yearbook. Maps of the North Island and the South Island show the boundaries of each region and district.

Enter the geographical region (chosen from the maps or the list below) to which the collection relates.

Note: more specific place names or geographic terms should be in the "description" field, where they will still be fully searchable.

Regions

Districts

Northland

Far North

Auckland

Kaipara

Waikato

Whangarei

Bay of Plenty

Rodney

Poverty Bay

North Shore City

Taranaki

Auckland City

Manawatu-Wanganui

Waitakere City

Hawkes Bay

Manukau City

Wellington

Papakura

Wairarapa

Franklin

Nelson-Marlborough

Thames-Coromandel

Westland

Hauraki

Canterbury

Hamilton City

Otago

Matamata-Piako

Southland

Western Bay of Plenty

Chatham Islands

Tauranga

Waipa

Waitomo

Otorohanga

South Waikato

Rotorua

Kawerau

Whakatane

Opotiki

Wairoa

Taupo

Ruapehu

New Plymouth

Stratford

South Taranaki

Hastings

Napier City

Rangitikei

Wanganui

Manawatu

Central Hawkes Bay

Tararua

Palmerston North City

Horowhenua

Kapiti Coast

Masterton

Carterton

South Wairarapa

Upper Hutt City

Porirua City

Lower Hutt City

Wellington City

Tasman

Nelson City

Marlborough

Kaikoura

Hurunui

Buller

Grey

Westland

Selwyn

Waimakariri

Christchurch City

Banks Peninsula

Ashburton

Timaru

McKenzie

Waimate

Waitaki

Queenstown Lakes

Central Otago

Dunedin City

Southland

Gore

Clutha

Invercargill

Subjects

This field is optional.

Enter the general subjects of the collection.

Subject Area

Examples of items / collections that would go under subject area.

Agriculture and fisheries

Station records, farm diaries, business firms with agricultural interests such as stock and station agents, dairy companies or freezing works, fishing, forestry.

Business and industry

Business records whether or not they are also listed under agriculture or mining. An individual should only be in this category if a large portion of their papers deal with business interests. Includes finance, banking and manufacturing.

Clubs and societies

All material relating to individual clubs and societies as well as collections where the bulk of the papers relate to their involvement in such groups.

Communication

Includes material relating to the history, development and practice of such communication media as broadcasting, newspapers and telephone systems as well as individuals and organisations involved in the media.

Discovery and exploration

All material on explorers in the Pacific and New Zealand. Also covers early land exploration in New Zealand and surveyors and surveying.

Education

Primary, secondary and tertiary sector records in addition to the papers of prominent educationalists.

Entertainment and recreation

Material relating to all aspects of the entertainment industry in New Zealand and the Pacific. People and organisations involved in music, sports and performance groups should be given the more specific heading as well.

Environmental issues

Includes material relating to the environment, environmental interests and groups, e.g. Greenpeace or the Christchurch Beautifying Society.

Fine arts

Includes the papers of painters, sculptors and architects, film and videomakers, art societies and galleries

Flora and fauna

Material relating to the study of flora & fauna of all types and at all levels of study.

Health

General material on health and hygiene including the records of hospital boards and the papers of doctors and physicians. The records of the Plunket Society and nurses and nursing are included.

Immigration

All material on post-Māori immigration to New Zealand.

International relations

Involvement with other countries through organisations, competitions, politics, or cooperation.

Labour and industrial relations

Records of labour unions and leaders including records of industrial disputes or material concerned with working conditions. Also includes the records of employer groups.

Land

Includes material relating to valuations, subdivisions, resource consents and the like.

Law and legal system

Records of law firms, police and court records including records of jurisdiction involving law cases.

Linguistics

Studies of a language e.g. notes and vocabularies made by missionaries stationed in the Pacific.

Literature

Personal papers, drafts of poetry, prose and plays.

Local government and politics

Local body archives and the papers of public officials serving in local politics. Includes progressive associations, residents' groups, and pressure groups.

Māori

Material created by Māori or relating to Māori, on culture, land dealings, religion, language and contemporary issues. Also historical accounts of interaction between Māori and Pakeha.

Mining

Records relating to extractive industries such as gold, coal, gas, and oil.

Missionaries

Records of the activities of missions and missionaries in New Zealand and the Pacific.

Music

Original music manuscripts, recordings, and papers of people involved with music in New Zealand.

National government and politics

Governmental archives and personal papers of Members of Parliament and public servants. Records of national offices of political parties and pressure groups.

Performance arts

Original material e.g. choreography, productions scripts or records and papers relating to performance arts in New Zealand and the Pacific.

Religion

Local and national church records and the official and personal papers of ministers of religion.

Science and technology

Personal papers of scientists and records of scientific organisations such as the Cawthron Institute and the Royal Society of New Zealand. Includes technological advances in business, agriculture and other areas.

Social affairs

Accounts of social and community life e.g. personal reminiscences.

Sport

Records of or relating to individual sportspeople and sporting organisations.

Transport

Records relating to air, sea or ground transportation.

Travel accounts

Accounts of travel around and about New Zealand and the Pacific which are other than voyages/trips of discovery and exploration or accounts of shipboard voyages to New Zealand and the Pacific.

Voyage accounts

This refers to early voyages round the Pacific (not exploration) and to voyages to and from New Zealand. Includes whaling and sealing voyages and logs and journals of immigrants to New Zealand.

War and military accounts

Records of military units and the papers of individuals on war service. Includes letters and diaries relating to war.

Women

Material created by or about women or women's organisations and which concern women's issues.

How to send entries to NRAM

To send entries to NRAM, either use the Online Data Entry form or contact the NRAM Administrator.

Making the Most of NRAM

Make a link to your NRAM pages from your own website.

Every repository which contributes to NRAM is assigned its own webpage. This page gives contact details and lists all of the collections reported by the repository. Fuller descriptions of the collections can be accessed simply by clicking on the relevant entry. There is also an option which allows you to do a search of the one repository's holdings.

To find your repository's webpage, click on the Location List, scroll down until you find your repository's name, then click on it.

Keep your contact details up-to-date

The NRAM website receives over a million hits a year. If you want to be certain that these researchers are able to get from NRAM to your collection, you must keep your contact details up-to-date. Check your page from time to time and contact the NRAM Administrator if there have been any changes. If possible include an email address.

Further Reading and Training

The NRAM website has links to some very good websites covering a range of issues associated with the management of archival collections.

There are also some excellent commercially published manuals which provide more detailed information; if they are not held at your local institution you may be able to interloan them through your local library.
Examples:

  • Ellis, Judith. Keeping Archives, 2nd ed. Melbourne: D.W Thorpe 1993.
  • Sanderson, Kay "Arranging and describing private archives" Archifacts 1985, no.4:2-6.

There is currently no full-time training or education in archives work available in New Zealand. There are however a variety of short training or education courses that you can look at.

Examples:

  • Short training / educational courses may be available through the Victoria University's Continuing Education centre or School of Information Management.
  • Short "Hands on" training courses are often available through ARANZ or SWIM consultancy.
  • Papers on archives management and preservation of collections are offered as part of the Master of Library and Information Studies degree at the School of Information Management, Victoria University of Wellington.
  • The Open Polytechnic of New Zealand offers distance education courses in library, records management and archives management. These can be put towards diplomas in library studies or records and information management, or a BA or B. App Sci degree.

Courses and new educational opporunities are often advertised on the New Zealand Records Management Listserv. (To subscribe to NZRecords send a message to majordomo@listserv1.openpolytechnic.ac.nz. Put the following in the body of the message: subscribe NZRecords)