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Steve Murray, HIST 0647

Joanne Yates, "Internal Communications Systems in American Business Structures: A Framework to Aid Appraisal," American Archivist 48 (Spring 1985): 141-58.

Internal Communications Systems in American Business Structures

Yates uses the tripartite model of American business communication developed for her subsequent Control Through Communication to offer archivists a new, researcher's perspective on current appraisal practices for the records of manufacturing and transportation corporations and to suggest modifications that will provide better documentation of the structure of companies and of the functions of their internal components. Yates argues that current appraisal thinking is based on vague, problematic standards that function fairly well for truly hierarchical bodies such as governments but fail to accommodate the decentralized complexities of modern corporations. The description of the three business structures is redundant of Control Through Communication and will be summarized very briefly here, but Yates's advice to archivists makes this article a valuable additional reading.

Three American business structures:

  • Traditional, owner-managed small firm dominant before 1880 and still existing today.
  • Larger, functionally departmentalized firm that developed in late nineteenth century.
  • Multi-divisional firm with autonomous divisions based on products or geographical regions, first developed in 1920s.

Yates's critique of current appraisal methods:

  • Standard work on appraisal of business records is Ralph M. Hower's "The Preservation of Business Records," Bulletin of the Business Historical Society 11 (October 1937): 43. Hower suggests preserving records that document functions, documenting changes in organizational structure, and being familiar with company's administrative history, but he does not discuss in depth how to determine connection between administrative structure and documents.
     
  • Standard work on appraisal in general is Schellenberg, who stresses documenting the functions of an organization but does not perceive documents as part of a dynamic system themselves. Vague definition of evidential value provides no guidelines for making practical appraisal decisions. Like Hower, Schellenberg calls for understanding of administrative history but provides no guidance on understanding that history's relationship to records.
     
  • Widely practiced "tip-of-the-iceberg" approach is likely derived from Schellenberg. Archivists preserve records from the top level of a presumably hierarchical structure, in which all information eventually reaches the top in an abbreviated format. Some supplement executive records with random or systematic samples of records from lower levels. Both practices fail to maintain a complete picture of systems that operate through downward, upward, and lateral communication.
    • In a functionally departmentalized company, the corporate office records contain only aggregate data from departmental functions, not the records of communications that actually control the reported function. Would need to process records from "one or two levels lower."
    • In a decentralized multifunctional corporation, the corporate office records "would have virtually no information on a particular function" because it receives only data for use in comparative assessments of divisions. Researchers need records from at least two levels down, the department within a division.
  • Archivists too often consider routine documents such as reports and forms as unimportant, but they are important for establishing context in which information is gathered for making management decisions.
     

Yates's suggestions for archivists:

  • Appraisal strategies should be designed to retain documents that reveal the structure of the communications system.
  • Different appraisal strategies should be used for the records of companies of different basic structures.
  • In a decentralized, multidivisional company, "it makes more sense...to document a single division and the central office than to cut off a horizontal layer."
  • Within departmentalized or divisional company, archivists "should try to capture the structure of the communication system by saving strategic vertical selections...as well as horizontal layers of documents at the top of the hierarchy or the bottom." Yates thinks of these vertical selections as "core samples" that illustrate upward and downward flows but are not representative of other vertical flows.
  • To deal with problem of bulk at lower levels in the system, archivists should look for "nodes of change" in a function to document more heavily.
  • Finding aids should explain appraisal choices and the relationships of the retained records to those not retained.
  • Archivists would serve researchers better by thoroughly documenting a few companies with good sets of records than by documenting only the top offices of many companies.