Series - Operations research and reference material

Identity area

Reference code



Operations research and reference material


  • 1985 - 1996 (Creation)

Level of description


Extent and medium

25.25 linear feet of textual records

Context area

Name of creator

Archival history

Most records were transferred by the responsible units or successors in several transfers between 1993 and 1996, in accordance with approved records retention and disposition schedules. Other records maintained in the Non-Regional Information Center (NRIC) and arranged into the Bank-wide classification system were transferred to Archives custody by the Records Management unit in 1994. Additionally, a set of files that were kept in the Energy and Industry Information (EISIC) and organized according to the information center filing system were transferred to the Archives in 1988.

Immediate source of acquisition or transfer

Content and structure area

Scope and content

Series consists of records created and received by the Energy Department units, successors, and consultants in conducting research and analysis in support of operations projects, programs, initiatives, and sector topics. The results of research involving technical, economic, and environmental issues within the energy sector were often disseminated and published in the form of departmental working papers or ESMAP Papers.

Record types include: back-to-office reports (including copies of regional unit BTORs); Terms of Reference (TORs); ESMAP reports; proposals; staff appraisal reports; project completion reports (PCRs); consultant reports; statistical data tables and worksheets; background papers; handwritten notes; United Nations project documents; and external guidelines, reports, brochures, press clippings, and articles.

Research papers and studies

The largest volume of records in the series (1985 - 1992) are those concerning research related to the Electric Power Utility Efficiency Study (EPUES). EPUES was a research study funded by bilateral donors, United Nations Development Programme (UNDP), and the Bank that was organized in January 1989 to investigate the causes of poor power plant performance in developing countries, to measure related economic and financial costs, and prepare programs and guidelines to improve performance. As the executing agency on behalf of the Bank, records were created and received by Industry and Energy (IEN) unit staff including Energy Development Division (IENED) while managing the study and consultants. Records document the preparation of the study, development of guidelines, multilateral and research collaboration, and communication with donor agencies. There are also records concerning the EPUES Steering Committee such as draft and final minutes, and reports or summaries of UNDP and EPUES missions. The topicsexamined included power system efficiency, power transmission and distribution, power sector rehabilitation, power sector lending, and environmental and efficiency measures for diesel electric power plants. Several files relate to Somalia and general regions of Africa and Latin America.

Another set of records primarily maintained by Shigeru Kubota (Industry and Energy Division, EMTIE), relate to rural development, oil and gas, and energy situation in the Soviet Union and post-Soviet Russia (1991 - 1993).Several of the press clippings, articles, and reports are in Japanese language.

Two files relate to the research fellow program (1990 - 1991) that was launched by the Bank in 1989 to draw development research scholars into research activities. The file contains internal memoranda regarding nominations with curriculum vitae (CV)s, outline of proposed IEN study, and external reference material.

Reference material

Series also contains assorted reference materials maintained by the Natural Gas Development Unit, Industry and Energy Department (IENGU) and its successor, Oil and Gas Division (IENOG) concerning various oil and gas topics and information about Bank energy activities (1987 - 1993). There are several files of press clippings and articles from various international newspapers about the "new" natural gas unit (1989) and the petroleum industry. A portion of files also contain internal and external study papers, Policy Planning Review technical papers, memoranda regarding publication of papers andpeer review, and other items.

Another set of miscellaneous files (1990 - 1995) include worksheets, externally printed material of international oil companies, brochures, World Energy Council 15th Congress technical session bound reports, handwritten notes, and presentation slides of external presenters at the 1994 World Bank energy efficiency roundtable.

NRIC and EISIC correspondence and related records

A small portion of records originally maintained in the Non-Regional Information Center (NRIC) dated 1977 to 1984 are mostly comprised of internal memoranda between EGY assistant directors, division chiefs, advisers, and regional units. Topics include comments on EGY research proposals, internal EGY discussions on proposals, planning and preparation of studies, and research grants. Other records occasionally filed with the correspondence include study TORs and reports. Two of these files relate to a thermal generation study (1980).

Three files maintained in the Energy and Industry Information Center (EISIC) include mostly copies of memoranda between EGY director, division chiefs, and Central Projects Staff Vice Presidency discussing sector research priorities, the Bank's research program, quarterly progress report IDP policy and research functions, research activities on industry and trade, and Research Committee activities (1975 - 1986).

Appraisal, destruction and scheduling


Accruals may be expected.

System of arrangement

Certain "series" of records maintained in the EISIC or NRIC that relate to a specific function or unit, in this case the sector "research" files, were arranged in this functional department series.

Records are mostly arranged alphabetically by subject.

Conditions of access and use area

Conditions governing access

Records are subject to the World Bank Access to Information Policy.

Conditions governing reproduction

Records are subject to the Copyright Policy of the World Bank Group.

Language of material

  • English
  • French
  • Portuguese
  • Spanish

Script of material

Language and script notes

Physical characteristics and technical requirements

Finding aids

An inventory list is available here.

Allied materials area

Existence and location of originals

Existence and location of copies

Related units of description

  • See Records of the Energy Sector - Operational support and ESMAP project management (WB IBRD/IDA ENGY-03) for research material related to energy assessments, studies, and other projects carried out under the joint UNDP/World Bank Energy Sector Management Assistance Program (ESMAP) and related records of Economic and Sector Work (ESW).

  • See Records of the Energy Sector - Knowledge and learning events and products (WB IBRD/IDA ENGY-04) for related records of seminars, workshops and other learning events organized or attended by energy sector staff and papers presented at the events.

  • See Records of the Industry and Mining Sector - Operations research and policy (WB IBRD/IDA IND-06) for records related to industry and trade research activities.

  • See the World Bank Group's Documents and Reports repository for digitized energy sector working papers (i.e. public utilities notes [PUN] numbered reports or sector guidelines), ESMAP Papers, and related studies. See specifically the published working paper Core Report of the Electric Power Utility Efficiency Improvement Study.

Related descriptions

Notes area

Alternative identifier(s)

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Description control area

Description identifier

Institution identifier

Rules and/or conventions used

Internal World Bank Group Archives rules

Disclosure status

Level of detail

Dates of creation revision deletion

30 March 2022




Accession area