Center for the History of Medicine: Policies & Procedures Manual



The Center for the History of Medicine, Francis A. Countway Library of Medicine, is one of the world’s leading collections in the history of health care and medicine, attracting researchers from around the world to consult its rare books and journals, archives and manuscripts, photographs and prints, and art and artifact collections.  The history of medicine plays a critical role in informing contemporary medicine simultaneous to our understanding of the larger society within which medicine is embedded.

This manual is designed to aid Center staff in an ongoing effort to achieve quality and consistency in our operations across units and functions, and to provide transparency and openness around the policies and procedures that guide our work. The creation and issue of this manual coincides with a greater movement among Harvard library leadership to adopt a shared IT infrastructure, collection management and cataloging software, and more uniform processing and descriptive practices (see: Harvard Joint Processing Guidelines). The Center anticipates that the policies and procedures outlined in this manual will continue to be revised in the coming years, not only to better standardize our own practices to our benefit (and the benefit of future Center staff seeking to understand how collections were handled), but to ensure that we are in compliance with University-wide guidelines.

All manual content is available for re-use under a CC BY-NC license.


Manual paths

Processing path
  1. Processing
    (Planning, Rehousing & preservation, Restrictions, A/V Logging, E-media logging and imaging, Born-digital processing, Post-processing activities, Accruals)
  2. Description
    (Listing, Cataloging, Calculating extent, Headings & authorities, Descriptive notes, Style guide, EAD finding aids, EAC-CPF records)
  3. HD, Barcoding, & Box Labels
  4. Metrics Database (MD)
  5. /wiki/spaces/hmschommanual/pages/49447120
  6. Deaccessioning




Manual pages





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Microsoft Powerpoint Presentation WorkflowChart_newcollections (1).pptx 42 kB Charlotte Lellman May 30, 2024 May 30, 2024
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Page: Processing Planning
Microsoft Powerpoint Presentation WorkflowChart_accruals.pptx 43 kB Charlotte Lellman May 30, 2024 May 30, 2024
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Page: Processing Planning
Microsoft Word Document ResearchRecordsTaxonomy.docx 14 kB Emily Gustainis Mar 08, 2024 Mar 08, 2024
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Page: Processing Planning
Microsoft Powerpoint Presentation WorkflowChart_newcollections.pptx 41 kB Charlotte Lellman Jan 09, 2024 Jan 09, 2024
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Page: Processing Planning
PDF File WorkflowChart_accruals.pdf 66 kB Charlotte Lellman Jan 09, 2024 Jan 09, 2024
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Page: Processing Planning
PDF File WorkflowChart_newcollections.pdf 67 kB Charlotte Lellman Jan 09, 2024 Jan 09, 2024
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Page: Processing Planning
Microsoft Word 97 Document boxlabels_template_mss.doc 38 kB Charlotte Lellman Aug 03, 2023 Aug 03, 2023
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Page: HD, Barcoding, & Box Labels
Microsoft Word 97 Document boxlabels_template_arch.doc 33 kB Charlotte Lellman Aug 03, 2023 Aug 03, 2023
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Page: HD, Barcoding, & Box Labels
PNG File Processing workflow.png 182 kB Rebecca Thayer Apr 14, 2023 Apr 14, 2023
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Page: Processing Planning
PNG File Untitled.png 261 kB Rebecca Thayer Apr 14, 2023 Apr 14, 2023
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Page: Processing Planning
PNG File image2022-8-18_14-26-50.png 170 kB Amber LaFountain Aug 18, 2022 Aug 18, 2022
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Page: Guidelines for Inclusive and Conscientious Description
PNG File image2022-8-16_13-21-29.png 171 kB Amber LaFountain Aug 16, 2022 Aug 16, 2022
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Page: Guidelines for Inclusive and Conscientious Description
PNG File image2022-8-16_13-20-42.png 171 kB Amber LaFountain Aug 16, 2022 Aug 16, 2022
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Page: Guidelines for Inclusive and Conscientious Description
PNG File Outdated_Harmful Terminology Decision Tree.png 171 kB Amber LaFountain Aug 16, 2022 Aug 16, 2022
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Page: Guidelines for Inclusive and Conscientious Description
Microsoft Word Document CHoM_Oral History Pre-Interview Questionnaire - up… 23 kB Heather Mumford Sept 27, 2021 Sept 27, 2021
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Page: Oral Histories & Acquisitions Interviews
Microsoft Word Document Acquisitions Interview Release Form_07-02-2015.doc… 55 kB Heather Mumford Aug 05, 2021 Aug 05, 2021
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Page: Oral Histories & Acquisitions Interviews
Microsoft Word Document TASCAM quick set up.docx 46 kB Heather Mumford Aug 05, 2021 Aug 05, 2021
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Page: Oral Histories & Acquisitions Interviews
Microsoft Word Document CHoM Oral History Pre-Interview Questionnaire.docx 19 kB Heather Mumford Aug 05, 2021 Aug 05, 2021
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Page: Oral Histories & Acquisitions Interviews
Microsoft Word Document CHoM_Oral History Release_NAME.docx 63 kB Heather Mumford Aug 05, 2021 Aug 05, 2021
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Page: Oral Histories & Acquisitions Interviews
PNG File hmschommanual 42 kB Jessica_sedgwick (Unlicensed) May 25, 2021 May 25, 2021
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Space: CHoM Manual

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