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Electronic records management

Advice & guidance

Guidelines for management, appraisal and preservation of electronic records

Aborigine, 1893. Cat ref: COPY 1/411

Advice & guidance

The National Archives runs an active guidance programme on all aspects of the management, appraisal and preservation of digital records.

Highlights include:

Checklists for exporting and transferring electronic records data between systems

Export and import checklist (839.602kb)

EDRMS and fileplan - background checklist (31.918kb)

Export-import routes (36.111kb)

Guide for the verification of data transition processes (73.152kb)

Electronic records toolkits

These toolkits are designed to explain both the principles and practical implementation strategies for managing digital records

How to produce a corporate policy on electronic records (91.93kb)

Toolkit for compiling an inventory of electronic record collections (108.656kb)

Toolkit for appraising the inventory of electronic records (187.787kb)

Good practice in managing electronic documents using Office 97 on a local area network (370.287kb)

Framework for strategic planning and implementation (109.89kb)

Sustainable electronic records: strategies for the maintenance and preservation (104.09kb)

Management of electronic records on websites and intranets: an ERM toolkit (153.226kb)

Business classification scheme [File plan] design (186.894kb)

Guidelines on developing a policy for managing email (541.101kb)

Guidance publication on realising benefits (258.152kb)

RMCAS (Records Management Capacity Assessment System) - a software tool produced by the International Records Management Trust funded by the World Bank. This is designed to help assess records and information systems capacity in the public sector, particularly for developing countries. Go to RMCAS

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