Introduction and Instructions

The California Historical Records Advisory Board (CHRAB) needs your help! We are conducting this survey of repository practices and needs as part of our strategic planning to learn how we might best assist repositories of historic records in California. The data will assist the CHRAB in establishing its goals for the next five years.

Only one response per institution is permitted. We estimate that completion of the survey will take roughly one hour or less. Please submit your data no later than Wednesday, February 21st. We will not be able to extend this deadline.

Respond regarding special collections and archives units only. If your institution consists primarily of special collections (i.e., you have no “general” collections or reading room), respond for the entire institution. Practices vary across institutions, which may render some questions ambiguous for your circumstances. Use your best judgment to interpret each question for your institution.

Respond based on your current practices. For statistical questions, use your latest complete twelve-month statistical year that ended prior to December 31, 2017. If you do not have formal statistics, make reasonable estimates. 

Once you begin online data entry, you must complete it in one session. Your responses on a particular page are saved each time you click on a "forward" or "back" button; do not use your browser's navigation arrows. We recommend that you review the PDF version of the survey instrument ahead of time so you can prepare your response. 

If you have questions, please address them to Please enter your data directly online to avoid inadvertent errors on our part. If, however, you prefer to respond on paper, print the PDF version, legibly enter all data, and mail to:

California Historical Records Advisory Board
California State Archives
1020 O Street
Sacramento, CA 95814

The CHRAB will make the survey data publicly available later in 2018. No data will be associated with individual respondents, and contact information will be held confidential.

The CHRAB is one of more than fifty similar boards active in all U.S. states, territories and the District of Columbia, created by the National Historical Publications and Records Commission (NHPRC), the grant-funding branch of the National Archives. It serves as a central advisory body within California for historic records planning and coordination, including review of NHPRC grant applications. The CHRAB has created professional workshops and webinars on a variety of archives and records management topics. The CHRAB participates in California Archives Month activities to promote the work of archives and archivists, including as a co-sponsor of the annual California Archives Month poster. The CHRAB has also been an advocate for archives and libraries, operated re-grant programs, and supported disaster preparedness and disaster recovery training for archives and libraries.

This survey is funded by a grant from the National Historical Publications and Records Commission.