I am pleased to announce the publication of the Criteria for Successfully Managing Permanent Electronic Records. The guidance supports the Managing Government Records Directive (M-12-18), which states “By December 31, 2019, all permanent electronic records in Federal agencies will be managed electronically to the fullest extent possible for eventual transfer and accessioning by NARA in … Continue reading Success Criteria for Managing Permanent Electronic Records
Category: General
Roles and Responsibilities for Records Management Programs
We frequently receive questions about the roles and responsibilities for Senior Agency Officials for Records Management (SAORM) and Agency Records Officers. This post is intended to clarify their differences. The head of each agency has overall responsibility for establishing and maintaining an active and efficient records management program. NARA recognizes two formally designated officials that … Continue reading Roles and Responsibilities for Records Management Programs
Records Management Training – Upcoming Courses – March, April, May, 2018
We offer a Certificate of Federal Records Management Training to individuals who successfully complete Knowledge Area courses 2-6 and pass exams associated with each course. Upon completion of the courses and exams, participants will receive a certificate signed by the Archivist of the United States. We also offer specialty and overview courses like Electronic Records Management … Continue reading Records Management Training – Upcoming Courses – March, April, May, 2018
Updates to Records Management Web Pages
Over the coming months, we will be making minor changes to our website. We will be reorganizing our pages to to make it easier to find the resources from these pages. We have started with reorganizing and consolidating the records management guidance and regulations pages. We wanted to inform you in case any existing bookmarks … Continue reading Updates to Records Management Web Pages
PDF Day – January 29
PDF Day, a program with educational sessions designed for Federal agencies and stakeholders, will take place Monday, January 29, at the National Archives in Washington, DC (Archives I) in the William G. McGowan Theater from 9 a.m. to 6 p.m. ET. The PDF Association (PDFA) has been sponsoring an annual PDF Day for the past … Continue reading PDF Day – January 29
Opening of 2017 Reporting Period
Today, we opened the 2017 records management reporting period. Agencies will have until March 16, 2018 to submit the following three reports: Records Management Self-Assessment (RMSA): The annual RMSA asks questions that assess compliance with records management statutes and regulations as well as NARA policies and guidance. The survey link was sent today via email … Continue reading Opening of 2017 Reporting Period
Metadata Requirements for Permanent Records on Shared Drives
When you use a shared drive to manage and store permanent records, you should consider what documentation, including finding aids or indexes that may be required at the time of transfer. Measures must be put in place to ensure the records have the minimum metadata required in NARA Bulletin 2015-04: Metadata Guidance for the Transfer of … Continue reading Metadata Requirements for Permanent Records on Shared Drives
Metadata Requirements for Permanent Electronic Records in the Cloud
If you have Federal records in the cloud, additional metadata might need to be applied to maintain relational links between records stored in the cloud and in local storage. You should assess metadata requirements before records are transferred to or created in the cloud. Also, the contract between the agency and the cloud service provider … Continue reading Metadata Requirements for Permanent Electronic Records in the Cloud
Approved Records Storage Facilities
Rick Blondo, NARA’s Federal Records Storage Facility Standards compliance manager, is pleased to announce the online availability of the list of commercial records storage facilities approved by NARA for use by the Federal agencies or entities that certified them to NARA as compliant with 36 CFR 1234. It is File 10 (.pdf) of the Federal Records … Continue reading Approved Records Storage Facilities
Updated: Federal Agency Records Management Report
Last week, we announced the release of the 2016 Federal Agency Records Management Report. We have since re-issued this report to correct data errors in the email scores column of Appendix V. The Records Management Self-Assessment (RMSA) and Senior Agency Official for Records Management Report (SAORM) sections were not affected and remain unchanged in the revised … Continue reading Updated: Federal Agency Records Management Report