Managing Records

Records Management Topics

Starting a Program
Lists the basic steps for beginning or improving a program to manage records, including conducting a records inventory, developing a collecting policy, and preparing a needs assessment.

Identifying Records
Defines what a record is and is not. Includes information on documentation projects, records management software, and indexing.

Retention and Disposition
Provides advice for scheduling, appraising, and destroying government and non-government records, with links to schedules for counties, municipalities, school districts and BOCES, miscellaneous local governments, Boards of Elections, and state agencies, and SUNY.

Using Records
Describes resources and strategies for making records more accessible internally and to members of the general public.

Storage and Preservation
Provides advice on creating an optimal storage environment, and information on storage options for state agencies, including the State Records Center.

Electronic Records
Outlines challenges of managing records in electronic format, including email, voicemail, geographic information systems, and digital images.

Historical Records
Describes components of a historical records program, including identifying, acquiring, making accessible, providing reference to, and preserving records.