Education and Certification
- Master of Science in Library and Information Science. University of Illinois at Urbana-Champaign, 2001. Thesis: Photographic Archives: Strategies for Description and Access.
- Academy of Certified Archivists. Certified Archivist and member, 1989 to present.
- Master of Arts in American Studies. University of Texas at Austin, 1987. Thesis: Alfred Stieglitz: The Early Years, 1883 to 1907.
- Bachelor of Journalism in photojournalism. University of Texas at Austin, 1976.
Professional Affiliations and Research
- InterPARES Trust: Trust in Digital Records in an Increasingly Networked Society. Researcher, Terminology Project Coordinator, 2013 to present.
- Persistent Digital Archives and Library System (PeDALS). Principal Investigator, 2007 to 2010. Funded by the Library of Congress, National Digital Information and Infrastructure Preservation Program and the In-stitute for Museum and Library Services, Library Services and Technology Act.
- Advisory Committee on the Electronic Records Archives (ACERA) to the National Archives and Records Administration. Member, 2005 to 2007.
- Advisory Committee, Graduate Certificate in Digital Information Management. University of Arizona, School of Information Resources and Library Science, 2006 to present.
- American Library Association. Member, 2005 to present.
- Beta Phi Mu, International Library and Information Studies Honor Society. Member, 2001 to present.
- ECHO DEPository research project at the University of Illinois and OCLC. Researcher, 2004 to 2006. Funded by the Library of Congress, National Digital Information and Infrastructure Preservation Program.
- InterPARES 2 glossary cross-domain team. Member, 2003 to 2004.
- Persistent Digital Archives and Library System (PeDALS). Principal Investigator, 2007 to 2010. Funded by the Library of Congress, National Digital Information and Infrastructure Preservation Program and the Institute for Museum and Library Services, Library Services and Technology Act.
- Society of American Archivists. President, 2005 to 2006; Vice-President, 2004 to 2005; member of Council, 1999 to 2002; member, 1988 to present. As President, led the Society’s response to Hurricane Katrina, including founding the annual MayDay Preservation initiative. Facilitated the New Skills for a Digital Era colloquium to promote discussion about the impact of electronic records on the profession. Also includes service on the Intellectual Property Working Group, the Committee on Archival Information Exchange, and the Task Force on Continuing Education, and Chair of the Visual Materials Section.
- Society of American Archivists, Council Exemplary Service Award, 2009. Presented to the Intellectual Property Working Group, of which I am a member, for providing SAA and the Council with information and advice on intellectual property issues.
- Library of Congress Digital Preservation Pioneer, 2009.
- Frederick G. Kilgour Award for Research in Library and Information Technology, sponsored by the Library Information Technology Association and OCLC, 2007.
- Leadership Award, Graduate School of Library and Information Science Alumni Association, University of Illinois at Urbana-Champaign, 2006.
- Fellow, Society of American Archivists, 2005.
- Faculty Special Award of Merit, Graduate School of Library and Information Science, University of Illinois at Urbana-Champaign, 2001. “For extraordinary contributions to the School through innovative and generous services to students, faculty and staff.”
- NHPRC Archival Research Fellow, June 2002 to June 2003.
- Lila B. Wallace Reader's Digest Museum Collections Accessibility Initiative Research Scholar at the Heard Museum, 1993 to 1994.
- Director, Master of Archival Studies Program. Clayton State University, 2010 to 2015. Provides academic oversight of the program, leads development and revision of the curriculum, develops additional tracks or certification programs, coordinates program assessments, serves as the point of contact for recruiting and admission of the program, assists in coordinating faculty assignments, and prepares the program for accreditation. Teaches graduate courses in the program, including Principles and Practices, Appraisal and Selection, and Law and Ethics.
- Deputy Director For Technology and Information Resources. Arizona State Library, Archives and Public Records, 2007 to 2010. Oversees and directs the enterprise architecture for information systems used to manage the agency’s library, archival, and other collections, including both physical and electronic holdings. Supervises and directs the Technology Manager, technology staff, and digital repository coordinators. Continues former responsibilities of Director of Digital Government Information.
- Director of Digital Government Information. Arizona State Library, Archives and Public Records, 2001 to 2007. Coordinated the development of policies, procedures, and regulations to ensure that electronic records and publications of state government are managed efficiently and effectively; that the information is authentic, reliable, and trustworthy; and that e-government and e-citizens have the information they need to conduct business and provide public accountability. Responsible for the Sirsi online public access catalog and the indexing and archiving of state agency web publications. Lead developer of the Persistent Digital Archives and Library System (PeDALS), an integrated, trustworthy environment to support all aspects of curating digital records and publications using middleware to manage business rules and LOCKSS technology.
- Coordinator, Cultural Inventory Project. Arizona State Library, Archives and Public Records, 1999 to 2001. Began developing an exhaustive directory of all libraries, archives, and museums in Arizona, describing their mission and scope of collections, and describing the collections of unique and rare Arizoniana held by those repositories; and preparing a finding aid and collection-level catalog records for more than 2,500 linear feet of territorial and state publications.
- Documentary Collections Archivist and Automation Coordinator. The Heard Museum, 1995 to 1999. Responsibilities included all aspects of managing the archival collections of personal and corporate papers, photographs, and other formats; slide library; video collection. Activities included acquisition, arrangement and description, preservation, and reference. Responsible for negotiating rights and reproduction of all the museum's holdings, including fine art and ethnographic collections. Worked with the Consortium of Arizona Museum Archives and Libraries (CAZMAL) to develop cooperative descriptive practice.
Archival responsibilities as described above, plus responsibility for managing and developing programming for a multimedia cable distribution system and audio-visual programs in the galleries; management of Internet services, including email and World Wide Web services; and administration of Novell and UNIX servers. Activities included monitoring network status, daily backup of file systems, creating documents for the website, and conversion of collections management database.
- Photograph Archivist. The Heard Museum, 1994 to 1995. Responsibilities included acquisitions, arrangement and description, preservation, and reference of the collected archives, photograph collections, slide library, and video collection. Also responsible for negotiating rights and reproduction of the museum's holdings, including fine art and ethnographic collections.
- Photograph Archivist, Lila B. Wallace‑Reader's Digest Museum Collections Accessibility Initiative Research Scholar. The Heard Museum, 1993‑1994 (half‑time appointment while on half‑time leave from Arizona State University). Principal responsibilities included development of an archives program for all special collection materials. Duties included setting policies and procedures for use of archival collections, writing a collections processing manual, developing finding guides and an integrated catalog for the archival collections, and coordination of patron requests for photographic reproduction services.
- Curator of Photographs. Department of Archives and Manuscripts, University Libraries, Arizona State University, 1988 to 1994. Promoted to the rank of Associate Archivist with continuing appointment, 1992. Principal responsibilities included directing the processing and preservation of more than 450,000 photographs within the university's archive and three special collections. Duties included setting policy and procedures; appraisal and acquisition of materials, including field collecting and donor relations; providing access through the creation of finding guides, local databases, and collection‑level cataloging in MARC‑AMC and MARC‑VM; reference service for the collections in all formats; and managing a photographic preservation program.
Additional activities included assisting faculty, students, staff, and the general public with research topics; records management for the university; and the development and maintenance of electronic information resources. Instructional responsibilities included teaching undergraduate courses in photographic archives and in the history of photography, and serving as a member of graduate thesis committees. Supervised a full‑time Library Specialist, a half‑time student photographer, volunteers, and interns.
Professional activities encompassed a wide range of activities, including research, publication, holding elected office, and consulting.
- Records Consultant. Local Records Division, Texas State Library and Archives Commission, 1987 to 1988. Principal responsibilities were to advise and assist local governments (cities, counties, and special districts) on the development of records management programs. Duties included in‑office evaluations, inventory analysis, appraisal, developing retention schedules, presentations to governing bodies, and workshops.
Additional responsibilities included the supervision of nine Regional Historical Resource Depositories. Duties included appraising, accessioning, and processing of permanently valuable records; preparing finding aids; answering patron reference questions; providing public relations for genealogists and other groups; and promoting academic use of the materials.
- Historic Photography Project Coordinator and Assistant Editor of Heritage magazine.Texas Historical Foundation, 1984 to 1987. Responsibilities included preparation of a state‑wide survey of museum, corporate, and government collections of photographs published as Photographic Collections in Texas: A Union Guide. Duties included the identification of repositories, mail surveys, inventory of major collections, writing entries and indices, contract negotiations with publishers, layout design, typesetting, and promotion.
Additional responsibilities included consulting with photographic repositories, reviewing photography programs' requests for funding, writing grants, and coordinating and developing other photography projects for the foundation. As Assistant Editor of Heritage, duties included soliciting articles, reviewing manuscripts, editing copy for content and style, and writing book reviews.
Also responsible for researching and selecting images for Historic Texas: A Photographic Portrait. Duties included visiting repositories, writing captions, making copy photographs, obtaining permissions, and working with the publisher and book designer in layout and promotion of the book.
- Assistant to the Curator. Photography Collection, Harry Ransom Humanities Research Center, the University of Texas at Austin, 1981 to 1984. Principal responsibilities included documenting collections and the developing an automated catalog, providing patron access to the materials, leading tours, answering research queries, preparing exhibits, and supervising a staff of five in daily operations and preservation of book and photographic materials.
- Manager and Buyer. University Cooperative Society, Camera Department, 1978 to 1981. Principal responsibilities included the day‑to‑day operations, including sales of cameras, film, and darkroom products to professionals, students, and amateurs. Additional duties included the development of a marketing strategy, merchandise mix, market analysis, and advertising. Supervised a staff of seven.
Selected Papers and Presentations
- “The Archival Edge Revisited: Reflections on the Purpose of Archives in the Digital Era.” Keynote presented at the Massachusetts Digital Commonwealth Annual Conference, April 2016.
- With Trudy Huskamp Peterson. “Digital Archives Foundations.” Four-day workshop introducing the concepts of digital archives. National Archives of Bangladesh, November 2015.
- “Manuscripts Tradition,” “Public Records Tradition,” “Preservation.” In Luciana Duranti and Patricia Franks, ed. Encyclopedia of Archival Concepts, Principles and Practices (Scarecrow Press, 2015).
- “Teaching Archival Technology Online.” International Council on Archives - Section for Archival Education and Training Annual Conference, Girona, Spain, October 2014. (Pre-recorded presentation.)
- “A Simple Tool to Identify Web Domains.” Best Practices Exchange, Montgomery AL, November 2014.
- “Closing Reflections.” Presented at the Radcliffe Workshop on Technology and Archival Processing, Boston MA, April 2014.
- A Guerilla Approach to Digital Archives. Day-long workshop taught for the Society of Georgia Archivists, Morrow GA, March 2014.
- “Training in Place: Upgrading Staff Capabilities to Manage and Preserve Electronic Records. Panel presentation, SAA Annual Meeting, New Orleans, 2013.
- “Finding Our Voices: Pleading the Value of Archives.” Provenance 31:1 (2013).
- “Planning a Digital Archives.” ACA [Academy of Certified Archivists] Newsletter (Summer 2013).
- “Synchronous Online Education: Engaging Students.” Presentation at AERI, Austin TX, 2013.
- With Erik Borglund. “Teaching Digital Archives Online.” Workshop at AERI, Los Angeles, 2012.
- “Digital Information: An Introduction for Librarians.” An in-conference workshop presented at American Theological Library Association, Phoenix, 2012.
- “Archiving in the Digital Age.” Presented at Fraternity Communications Association, Atlanta, 2012.
- “Metadata in the Digital Era.” Presented at Society of Georgia Archivists, Morrow, GA, 2011.
- “7 × 5 at 75: Presidential Perspectives.” Presented at Society of American Archivists, Chicago Annual Meet-ing, Chicago, 2011.
- “Adapting Archival Practice to the Digital Era.” Presented at AERI, Boston, July 2011.
- “Future Records Managers Skill Sets.” Presented at the National Association of Government Archives and Records Administrators E-Records Forum, Austin, 2011.
- Botticelli, Peter, Bruce Fulton, Richard Pearce-Moses, Christine Szuter, and Pete Watters. “Educating Digital Curators: Challenges and Opportunities.” International Journal of Digital Curation 2:6 (2011).
- “Preserving Email: The PeDALS Approach.” With Pete Watters and Brian Schnackel. Library of Congress, National Digital Information and Infrastructure Preservation Program meeting, 2011.
- “Through to Cyberspace: And What Janus Found There.” Provenance 28 (2010). Also presented as keynote at the Society of Georgia Archivists annual meeting.
- “The Future of Government Libraries. ” Presented at Special Libraries Association, June 2010.
- “Distributed Preservation, Collaborative Curation.” Presented at the Best Practices Exchange, September 2009.
- “Finding a New Way: Using Automated Business Rules to Process Electronic Records in the Persistent Digital Archives and Library System (PeDALS).” Presented at the Society of American Archivists Annual Meeting, August 2009.
- “Orphan Works: Statement of Best Practices” (Society of American Archivists, 2009). Contributor.
- “Living with Chaos: Curation at the Dawn of the Digital Era.” Keynote presented at the Digital Preservation Management Workshop, May 2009.
- “The PeDALS Project,” Against the Grain 21:2 (April 2009).
- Orphan Works: Statement of Best Practices (Society of American Archivists, 2009). Co-author as a member of the Society's Intellectual Property Working Group.
- “Distributed Digital Preservation Networks: Three Working Examples.” Panel member, LITA National Forum, October 2008.
- “Native American Archives Protocols: Looking From Different Perspectives.” Panel member, Society of American Archivists Annual Meeting, August 2008.
- “Custodians of Culture, Architects of Archives.” Panel member, Library of Congress NDIIPP Partners Meeting, July 2008.
- “Flatland to Virtual: Transcendence and the Digital Dimension.” Keynote presented at the New Mexico Digital Initiatives Conference, June 2008.
- “Caught in the Middle: Access to State Government Records in the United States.” Presented at Access to Archives: Japanese Experiences, American Experiences. Published in Chiyoko Ogawa and Izumi Koide, アーカイブへのアクセス : 日本の経験, アメリカの経験 (Nichigai Asoshiētsu, 2008).
- With Susan Davis. New Skills for a Digital Era: Proceedings of the Colloquium (Society of American Archivists, 2007).
- Protocols for Native American Archival Materials (First Archivists Circle, 2007). Contributor.
- “Janus in Cyberspace: Archives on the Threshold of the Digital Era.” Presidential address presented at the Joint Meeting of the Society of American Archivists, the National Association of Government Archives and Records Administrators, and the Council of State Archivists in Washington, DC, August 2006. Published in American Archivist 70:1 (Spring/Summer 2007).
- “What is a Digital Asset?” Presented at Persistence of Memory: Stewardship of Digital Assets, December 2006.
- “New Skills, New Knowledge, and New Attitudes for a Digital Era,” Archival Outlook, July/August 2006.
- “The Perfect and the Possible: Becoming a Digital Archivist.” Keynote presented at the Conference of Inter-Mountain Archivists, May 2006.
- “Becoming an Archivist in the Digital Era,” Archival Outlook (May/June 2006).
- With Thomas Habing and Taylor Surface. “Collaborative Digital Projects: The ECHO Depository.” Presented at Computers in Libraries, March 2006.
- “Identity and Diversity: What is an Archivist?,” Archival Outlook (March/April 2006).
- “Reconceptualizing and Reengineering the Archival Profession,” Archival Outlook (January/February 2006).
- “A Professional Response to Disaster,” Archival Outlook (November/December 2005).
- “An Archivist's Response to the Digital Era,” Archival Outlook (September/October 2005).
- A Glossary of Archival and Records Terminology (Society of American Archivists, 2005). Mark Greene, Rob Spindler, Diane Vogt-O’Connor, advisors; Laurie Baty, editorial advisor.
- “Winds of Change: Blown to Bits.” Inaugural speech at the Society of American Archivists Annual Meeting, August 2005.
- With GladysAnn Wells (principal author). “From Bibliographer to Curator: Archival Strategies for Capturing Web Publications.” Presented at the World Library and Information Congress: 71st IFLA General Conference and Council, August 2005 and published in IFLA Journal 32:1 (2006).
- “A Bridge to the Future: Committing Acts of Intentional Memory.” Keynote presentation to the Society of Southwest Archivists, May 2005.
- With Joanne Kaczmarek. “An Arizona Model for Preservation and Access of Web Documents,” DttP: Documents to the People 33:1 (Spring 2005)
- “An Arizona Model for Capturing and Describing Documents on the Web,” NHPRC Archival Research Fellowship Symposium, November 2004.
- “Challenges in Managing Records in the 21st Century,” (National Electronic Commerce Coordinating Committee, 2004). Contributor.
- “The Language of Archives: Essence and Identity.” Presented at the NHPRC Archival Research Fellowship Symposium, June 2003.
- “Creating and Maintaining Proper Systems for Electronic Record Keeping.” Presented at the National Electronic Commerce Coordinating Council annual conference, 2002. Contributor.
- “Managing E-Mail.” Presented at the National Electronic Commerce Coordinating Council annual conference, 2002. Contributor.
- “The Remembrance of Past Things: Or, What Have I Got, and Where Did I Put It?” Presented at the Arizona Convocation, 1999.
- “Special Problems of Personal Papers.” Presented at Field Records at the Millennium, University of Nevada Reno Historic Preservation Program, 1999.
- “Devilish Details: Planning a Reformatting Project.” Presented at Afterimages, Northeast Document Conservation Center and the National Parks Service Cultural Resources Training Initiative, 1998.
- “Adaptive Reuse of Information.” Presented at The Information Ecosystem: Managing the Life Cycle of Information for Preservation and Access, National Parks Service Cultural Resource Training Initiative, 1998. Also published in Cultural Resources Management 21:6.
- The Heard Museum Library and Archives: Documentary Research Collections Processing Manual (the Museum, 1997).
- “Caught in a World Wide Web of Words.” Presented at the Society of American Archivists annual conference, 1995.
- “Threading the Needle: Helping Patrons Find Their Way in a Photographic Archives Haystack,” Visual Resources 10:3 (1994).
- “My, What Good Access You Have: Archives and the Big Red Books.” Presented at the Society of American Archivists annual conference, 1994.
- “Old Hay in New Stacks: Researching Photo Archives in the 21st Century.” Presented at the American Association of Museums annual conference, 1994.
- “What's it Worth: Collection Appraisal Guidelines.” Chaired panel and presented paper at the Museum Association of Arizona annual conference, 1994.
- With Robert P. Spindler. “Does AMC Mean “Archives Made Confusing?” Patron Understanding of USMARC AMC Records.” American Archivist 56:2 (Spring 1993).
- “Round Pegs in Square Holes: Description of Visual Materials.” Presented at Society of American Archivists annual conference, 1993.
- “Taking Stock: Gaining Intellectual Control of Archival Collections.” Presented at Arizona State Library Association annual conference, 1992.
- “Intellectual Control: Taking Stock of What You've Got,” ConservatioNews: Newsletter of the Arizona Print and Photograph Conservation Group 12:2 (June 1992).
- Apache Trail, 1916‑1991: The Wonder Trip through Oldest America (Arizona State University, University Libraries, Department of Archives and Manuscripts, 1991). Exhibit catalog of rephotographs by William C. Packard, vintage photographs by H. C. Tibbitts, with an essay by Richard Pearce‑Moses.
- Photographic Collections in the Department of Archives and Manuscripts, Arizona State University (Arizona State University, University Libraries, Department of Archives and Manuscripts, 1991). Collections guide.
- “Designing Simple Facilities for Photographic Preservation.” Presented at Society of Southwest Archivists annual conference, 1991.
- Art and Architecture Thesaurus (Oxford University Press, 1990). Contributed entries for photographic terminology.
- “A Rose is a Rose is a Rose: Problems of Descriptive Photographic Terminology.” Presented at Society of American Archivists annual conference, 1989.
- “A Photographic Thesaurus,” Spectra 16:2 (Summer 1989).
- “Compiling a Photographic Thesaurus,” Museum Management and Curatorship 8:3 (September 1989).
- “From Niépce to Now: Thirty Million Photographs in Texas.” Presented at the North American Print Conference, 1988. Published in Ronnie C. Tyler, Prints and Printmakers of Texas: Proceedings of the Twentieth Annual North American Print Conference (Texas State Historical Association, 1997).
- “A Photographic Thesaurus Project.” Presented at the Museum Computer Network annual conference, 1988.
- Photographic Collections in Texas: A Union Guide (Texas A&M University Press, 1987). Repository guide.
- “Photographic Collections in Texas: Our Heritage at Risk.” Presented at the Texas State Historical Association annual conference, 1986.
- “Alfred Stieglitz: The Early Years.” Presented to the Austin Contemporary Visual Arts Association, 1985.
- “Computer Documentation in Museums.” Presented at the Texas Association of Museums annual meeting, 1985.
- “Cataloging the Photography Collection at the Harry Ransom Humanities Research Center.” Presented at Advanced Studies in Visual Resources II, University of Texas at Austin, Department of Continuing Education, 1984.
- “Seeing Between the Lines: The Interpretation of Photographs',” PhotoLetter 4:3 (Fall 1983).
- “Open Meetings and Public Records.” State Bar of Arizona continuing legal education course. Phoenix, Arizona, 2010; and Phoenix and Tucson, Arizona, 2009.
- “Appraisal of Electronic Records.” Workshop leader at Midwest Archives Conference Fall Symposium. Ann Arbor, Michigan, 2009.
- With Jody Beaulieu. “Planning a Tribal Archive.” National Museum of the American Indian (Smithsonian Institution) at Ak-Chin Him-Dak Eco-Museum. Maricopa, Arizona, 1997.
- “Automating Processing Practices and Finding Guides.” Workshop for the Society of American Archivists. New Orleans, Louisiana, 1996; Wellesley, Massachusetts, 1996; Tempe, Arizona, 1996; Washington, DC, 1995.
- With Laurie Baty. “Photographic Collections Management.” Team-taught as a two-day workshop for the Society of American Archivists. Austin, Texas, 2000. Baltimore, Maryland, 1999. Phoenix, Arizona, 1998. Montpelier, Vermont, 1997. Orlando, Florida, 1997. San Diego, California, 1996. Philadelphia , Pennsylvania, 1995 and 1994. Albuquerque, New Mexico, 1995. Seattle, Washington, 1994. New Orleans, Louisiana, 1993. Montreal, Quebec, 1992.
- “Photographic Collections Management.” One day workshop for the Society of American Archivists. Chicago, Illinois, 1994. Fargo, North Dakota, 1992. Pullman, Washington, 1991. Laramie, Wyoming, 1991. Seattle, Washington, 1990.
- “Arrangement and Description of Archival Collections.” A one-day workshop at the Arizona Historical Society. Tucson, Arizona, 1994.
- “Workshop in Archival and Manuscript Control.” Sessions on description and preservation for the National Park Service's Western Archaeological Center. Tucson, Arizona, 1994.
- History of Photography in Nineteenth-Century America (AMS 423/ARS 450). American Studies Department, ASU West. Spring 1992. An upper division, undergraduate course introducing students to the history of photography in America, with emphasis on manufacturing and technological aspects of the medium; a significant portion of the course was devoted to research methodology.
- Photographic Archives (ARA 498/591). Arizona State University, School of Art. Tempe, Arizona, Fall 1991, Fall 1990, and Spring 1989. A combined graduate and undergraduate seminar introducing students to the principles of archives and the special problems associated with managing collections of graphic materials.
- “Care and Handling of Photographs: Working Records and Historic Collections.” Presenter of session at the Western Museum Registrars Association. 1989.
- “Seeing Between the Lines,” PhotoLetter 4:3 (Fall 1983).
- Consultant to the University of Pennsylvania Museum of Anthropology and Archaeology, Philadelphia, Pennsylvania, 1997. With Diane Vogt O’Connor and Mark Frazier Lloyd, reviewed all aspects of the museum’s archives program.
- Grant review panelist. National Endowment for the Humanities, Washington, D.C. 2009, 1997, 1995, 1993. Reviewed and made recommendations on grant proposals.
- Consultant to Heard Museum, Phoenix, Arizona. 1993. Reviewed and reported on photographic and archival collections policies and procedures.
- Member of Advisory Board, “Water as Cultural Reflection.” An interdisciplinary collaborative project of Arizona State University faculty and student artists exploring through art works in various media the issues of water in an urban‑desert environment. 1992.
- Consultant to Special Collections, Chester Fritz Library, University of North Dakota. 1992. Reviewed and commented on photographic collections policies and procedures.
- Consultant to Special Collections, North Dakota State University. 1992. Reviewed and commented on photographic collections policies and procedures.
- Consultant to Cline Library, Northern Arizona University. 1990. Provided information and experience on archival information systems and AACR2/MARC standards.
- Consultant to the Getty Art History Information Program, Art and Architecture Thesaurus. 1989. Reviewed and commented on the design, structure, and vocabulary of the Art and Architecture Thesaurus.
- Adviser to University of New Mexico Special Collections, 1988. Provided background to Stella De Sa Rego on production of a union guide to photographic collections in New Mexico.
- Adviser to the Institute of Texan Cultures, 1988. With David Haynes, researched photographers, developed a database, and encoded entries for a directory of nineteenth-century Texas photographers published as Catching Shadows: A Directory of 19th-Century Texas Photographers (Texas State Historical Association, 1993).
- Reviewer for the Smithsonian Institution Press, 1988. Commented on a manuscript being considered by the publisher.
- Consultant to the Marfa‑Presidio County Historical Museum. 1983. Assisted staff in establishing collection management and cataloging policies and procedures for photographic materials.
- Consultant to the Liberty County Historical Society. 1982. Assisted staff in establishing collection management and cataloging policies and procedures for photographic materials.