Understanding Records

What is Records Management?

Defining Records

Archives vs. Records

Life Cycle

Management of Records

What Is and Is Not a Record?

Record Programs

Management of Systems

Developing Standards

Context (I)

Techniques for Analyzing Records

Collecting Information

Organizational Needs

Legal Demands

Context (II)

Routine Process

Creative Process

System Analysis

Records Survey

Classification

Functionality

Prioritize

Assess and Review

Develop a Tool

Paper-Based Systems

Arranging and Grouping

Building Files

Elementary and Intermediate

Metadata

Electronic Records

Classifying

Folders and Directories

Groupings

Metadata

Hybrid Systems

Routine Processes

Creative Processes

Design

Limitations

Appraisals & Systems

Taxonomy of Values

Macro Appraisal

Strategy & Criteria

Document & Review Decisions

Record Maintenance

Paper

Electronic

Create Archives

Conversion