L E G A C Y
Roseville, CA info@legacypnp.ltd

Office Address

  • 2775 Cottage Way Suite 12 Sacramento CA, 95825
  • info@legacypnp.ltd
  • (1) 916-541-6242

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Collection Management

Collection Management Services: Organizing and Protecting Heritage

 

At Legacy Planning & Preservation, Ltd., we offer tailored collection management services to help institutions and families organize, catalog, and protect their historical and cultural collections. Whether you’re managing a museum’s extensive archive, a small organization’s records, we provide the tools and expertise needed to ensure your collections are well-organized and accessible for future generations.

Custom Solutions

We partner with you to design and implement a customized collection management system using Airtable or other platforms to meet the specific needs of your collection. Our goal is to create an intuitive, accessible system that allows you to efficiently manage your digital and physical assets.

  • Custom Airtable Solutions: We design and develop a custom collection management system built on the Airtable platform. This solution is user-friendly and flexible, allowing you to manage your collections efficiently while adapting to your organization’s specific needs.

  • Custom Integrations: We can integrate your Airtable solution with other platforms, ensuring your collection management system works seamlessly with your existing digital tools.

  • Searchable Database: Your custom system will include search functionality and filters, allowing users to easily locate specific items within your collection.

Accesion & Cataloging

Proper accessioning and cataloging are the foundation of any well-managed collection. We handle every step of the accessioning process, ensuring that new acquisitions are properly documented, organized, and cataloged for long-term preservation and ease of access.

  • Item Accessioning: We guide you through the accessioning process, which includes assigning unique identifiers, adding new items to your collection, and entering key data to ensure each item is properly documented.

  • Comprehensive Cataloging: Our team catalogs your entire collection, whether physical or digital, organizing it in your custom system with detailed descriptions, categories, and tags for easy navigation.

Metadata & Description

Metadata plays a crucial role in making your collection searchable and accessible. We create detailed metadata descriptions for each item in your collection, providing essential information that allows you and your users to locate, understand, and engage with your digital or physical assets.

  • Metadata Creation: We develop metadata descriptions tailored to each item, including titles, descriptions, dates, contributors, and any other relevant information.

  • Standardized Formats: We ensure that your collection follows established cataloging and metadata standards (e.g., Dublin Core, MARC) to ensure consistency and ease of use, whether for internal use or public access.

Staff Training & Support

We don’t just build and walk away. We offer ongoing support and training to ensure your team can manage the collection effectively, whether it’s maintaining the database, cataloging new items, or organizing metadata. Our training ensures that your staff or family members have the knowledge and skills to continue managing the collection long after our work is done.

  • Staff Training: We provide hands-on training for your staff on how to use your new collection management system, including how to add new items, update metadata, and generate reports.

  • Ongoing Support: Our team remains available for ongoing technical support, ensuring that your collection system remains functional and updated as your collection grows.

Why Choose Us for Collection Management?

  • Customized Solutions: Every collection is unique, which is why we develop tailored collection management systems that fit your specific needs and goals.

  • Expert Cataloging: Our team brings years of experience in accessioning, cataloging, and metadata creation, ensuring your collection is organized and accessible.

  • User-Friendly Platforms: Our custom Airtable-based solutions are intuitive and designed for ease of use, making it easy for your team to manage the collection over time.

Whether you’re a museum, or a  Historical society, looking to protect and organize your legacy, Legacy Planning & Preservation, Ltd. is here to help you build and maintain a collection management system that fits your needs. Contact us today to learn more about how we can assist you in managing and preserving your collection.

How it works

  1. 1. Book a consult

    During the call we get clear on your goals and objectives. We determine what systems will work best based on your goals and objectives; then we’ll tailor a plan to fit your unique requirements.

  1. 2. Receive an Estimate

    We review the type of item and the number of items you have and require digitization and or restoration, providing a quote for time and product needed to complete the project. 

     
  1. 3. Schedule Services

    Once you’ve reviewed your estimate and decided to move forward, our team will work with you to schedule the services at a time that’s convenient for you. We’ll coordinate all logistics and provide clear instructions to ensure a seamless experience.

  1. 4. Sit Back & Relax

    On the scheduled date, we perform the agreed-upon services with precision and care. Whether it’s digitizing family photos, organizing physical records, or creating digital archives, we’ll execute the process efficiently and effectively, preserving your family history for generations to come.

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