Our office held a webinar for federal agencies on January 24, 2023. Topics presented in this webinar included: a discussion of NARA Bulletin 2023-02, Expanding the Use of a Role-Based Approach (Capstone) for Electronic Messages; the expanded GRS 6.1, Email and Other Electronic Messages Managed under a Capstone Approach; and the resubmission requirements for the … Continue reading Expanding Capstone Webinar
Email in PDF – Pushing the (email) envelope.
https://catalog.archives.gov/id/45022 When NARA released its revised Format Guidance for the Transfer of Permanent Electronic Records in 2014, we identified the file formats acceptable for use by Federal agencies when transferring permanent email messages to NARA. These formats include EML, MBOX, MSG, and PST. Notable for its omission is PDF. This might seem surprising since regardless … Continue reading Email in PDF – Pushing the (email) envelope.
Email System Features and Records Management
Over the past few weeks, there have been several articles written describing upcoming changes Google is in the process of rolling out to their email service. One of these features, “confidential mode,” allows senders to select how long the recipient will be able to read and access the messages, disables forwarding or copying/pasting, and sets … Continue reading Email System Features and Records Management
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
Why does NARA ask for additional metadata for email records?
Email records include fields of information such as the sender, recipient, date, and subject that may be considered to be a form of metadata. However, since these fields can be populated in multiple ways, they may not provide sufficient information to make email records retrievable and useable for as long as they are needed. Agencies … Continue reading Why does NARA ask for additional metadata for email records?
Review of Accessioned Email
NARA is receiving more schedules and NA-1005 forms for Federal Records Act (FRA) email scheduled under a Capstone approach, raising questions about how we screen permanent email for public access and what agencies and requesters can expect when having access to these records. While we have taken legal custody of a number of Federal agency email … Continue reading Review of Accessioned Email
Agency Records Management Reports Posted
Yesterday, April 6th, NARA issued a press release about the 2016 records management reporting period. You can read the full press release here. Our office is posting the Senior Agency Official for Records Management (SAORM) Reports and Federal Email Management Reports online. These two reports focus on how agencies are meeting the goals of the … Continue reading Agency Records Management Reports Posted
Top 5 Reasons Why NA-1005 Forms for Capstone Email Are Rejected for Registration
We have a few tips to assist agencies as they prepare an NA-1005 for approval to use GRS 6.1 and to ensure the process goes quickly and smoothly. The following list contains the top 5 reasons a NA-1005 might be returned for revisions after being submitted for registration. Not using the most recent form. The … Continue reading Top 5 Reasons Why NA-1005 Forms for Capstone Email Are Rejected for Registration
The Capstone Approach and Legacy Email
Agencies using GRS 6.1, Email Managed Under a Capstone Approach, are expected to apply items the agency uses to all existing email, including legacy email. Legacy email is defined as email that still exists in an electronic format, at the time of Capstone implementation (see GRS 6.1 FAQ #19). When submitting an NA-1005 form, agencies … Continue reading The Capstone Approach and Legacy Email