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Guide to Preparing an Appraisal Report for a One-off Disposal Schedule

1. Executive Summary

This summarises the main points regarding the authority. Information should include:

  • the name of the records-creating and/or controlling public office(s) and name of the public office doing (or contracting for) the appraisal
  • a brief description of the types of records covered
  • the appraisal type and methodology – e.g. ‘a one-off appraisal with large
    amount of file examination’
  • any unusual elements for the Chief Archivist’s attention.

You should express the disposal quantities as physical quantities where possible, usually in linear or shelf metres, or in units relevant to the material – e.g. film reels, number of plans or photographs, etc. For electronic records, please give an approximation in standard measurements such as megabytes or terrabytes. Precise quantities may not be feasible, so where possible please give a general estimate. This gives Archives New Zealand an overall idea of how much material may be transferred or destroyed.

Quantity recommended for retention as public archives: XX Mb/lm or items
(XX% of total)

Quantity recommended for destruction: XX Mb/lm or items
(XX% of total)

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Last updated 23 December 2008