Records Management for Archivists

Certificate Eligibility: 
10 ARC, 1.5 CEU
2 days
Max Attendees: 
Tactical & Strategic

In this workshop, you'll get an overview of records management principles, practices, and tools to use for establishing or continuing a records management program.

Learning Outcomes: 
Explain basic records management terminology
Conduct a records inventory independently
Write a records retention and disposition schedule
Recognize the legal requirements for records management
Develop a basic understanding of electronic records management
Who Should Attend?: 

Archivists with beginning to intermediate knowledge of records management whose job description includes records management and/or who want to learn records management practices to enhance their job performance

What You Should Already Know: 

Participants should have basic knowledge of the records life cycle and other models, such as the records continuum, for following records through their various use cases. Familiarity with basic records management concepts, as found on the Glossary of Archival and Records Terminology, is helpful but not required.

"This was a great refresher and reminder of a records management course I had in grad school. The electronic records parts were very useful, as were the suggestions for coalition building."
"Excellent practical training! Instructor was very knowledgeable and a good speaker. Good, data-filled, helpful slides."
Co-Sponsor Provides: 
  • Classroom: 6-foot tables with two chairs each or 8-foot tables with three chairs each—for a maximum of 30 participants
  • Table, chair, and lectern for instructor
  • Instructor workstation (a PC or laptop that has a USB port, runs standard MS Office software, and has PowerPoint)
  • LCD projector, cords to connect the workstation to projector, and replacement bulb for the LCD projector
  • Projection screen
  • Coffee/tea/water for morning break
  • Water/assorted soft drinks for afternoon break