I will work with you to define your needs for archives and records services. In the area of legal matters, I will work with house counsel to help identify and resolve legal issues relating to records questions. Listed below are the main areas in which I specialize; if you do not see your particular need listed, please contact me. If I cannot provide the service you require, I will refer you to an appropriate individual or organization.

Services before materials reach an archives
Surveying current and inactive files
Developing retention and disposal recommendations, retention plans, records schedules
Organizing and managing personal papers
Organizing the papers of an estate
Finding and negotiating with archives for donations of records or personal papers

Services for archives
Developing documentation strategies
Developing arrangements and description policies and standards
Describing records and personal papers to international standards
Developing access policies
Developing reference service policies and standards
Developing borrowing and lending policies
Advising on donations, deeds of gift, and purchases
Advising on replevin cases
Developing vital records plans for archival holdings
Developing processing plans for oral history programs

Archives management services
Planning an archives
Auditing current practices
Monitoring access and declassification practices
Evaluating archives reference services
Developing model legal instruments for donations
Preparing archives procedures manuals