Archiving and Records Management

Module One: Getting Started
Course Objectives
 
Module Two: Understanding Records
What is Records Management?
Defining Records
Archives vs. Records
Life Cycle
Case Study
Module Two: Review Questions
 
Module Three: Management of Records
What Is and Is Not a Record?
Record Programs
Management of Systems
Developing Standards
Case Study
Module Three: Review Questions
 
Module Four: Context (I)
Techniques for Analysing Records
Collecting Information
Organizational Needs
Legal Demands
Case Study
Module Four: Review Questions
 
Module Five: Context (II)
Routine Process
Creative Process
System Analysis
Records Survey
Case Study
Module Five: Review Questions
 
Module Six: Classification
Functionality
Prioritize
Assess and Review
Develop a Tool
Case Study
Module Six: Review Questions
 
Module Seven: Paper-Based Systems
Arranging and Grouping
Building Files
Elementary & Intermediate
Metadata
Case Study
Module Seven: Review Questions
 
Module Eight: Electronic Records
Classifying
Folders and Directories
Groupings
Metadata
Case Study
Module Eight: Review Questions
 
Module Nine: Hybrid Systems
Routine Processes
Creative Processes
Design
Limitations
Case Study
Module Nine: Review Questions
 
Module Ten: Appraisals & Systems
Taxonomy of Values
Macro Appraisal
Strategy & Criteria
Document & Review Decisions
Case Study
Module Ten: Review Questions
 
Module Eleven: Record Maintenance
Paper
Electronic
Create Archives
Conversion
Case Study
Module Eleven: Review Questions
 
Module Twelve: Wrapping Up
Words from the Wise
Lessons Learned