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Records Management Publications
These publications and topical guides provide in-depth material on various records management topics. You can browse the full list or filter by a specific topic. If you don't see what you are looking for, email us at RECMGMT@nysed.gov
Click on the arrow next to each title for a full description and link to the related PDF or web page.
| Title | Description | File or Web Page | Records Management Topic | Revised | Published |
|---|---|---|---|---|---|
| A Guide to Documenting Environmental Affairs in New York State |
Explains how to document environmental affairs. Suggests documentation priorities and provides examples of projects. |
Historical Records | 2001 | ||
| A Manual for Documentation Planning in New York State |
Presents a method for planning the documentation of important topics in New York history on a statewide or regional basis. |
Historical Records | 2010 | 2002 | |
| Appraisal of Local Government Records for Historical Value |
Gives local officials a general understanding of how to identify, evaluate, and select records that have ongoing historical value. |
Historical Records, Appraisal, Retention and Disposition | 1996 | ||
| Archival Needs Assessment Guidelines and Template |
Provides a framework for the assessment of and planning for an archival program. |
Historical Records, Program Administration | 2001 | ||
| Criteria for Selecting Records for Conservation Treatment |
Outlines a series of questions to ask to determine whether or not conservation is an appropriate preservation option. |
Collections Management, Historical Records, Program Administration | 2001 | ||
| Documentary Heritage Program Grant Guidelines |
Provides instruction to not-for-profits on how to apply for a Documentary Heritage Program (DHP) grant. |
Historical Records | 2024 | ||
| Documentation Basics: A Guide to Planning and Managing Documentation Projects |
Documentation is the process of locating, identifying, and acquiring unique, historical records that are not yet in a historical records repository. |
Historical Records | 2003 | ||
| Fundamentals of Managing Local Government Archival Records |
Provides an overview of archival principles and suggests core archival activities that local governments may undertake. |
Collections Management, Historical Records, Program Administration | 1995 | ||
| Historical Records and the Local Government Historian |
Suggests ways that local government historians can use their specialized knowledge and interests to encourage and support records management and historical records programs that are adequate to the needs of local governments and their constituents. |
Historical Records | 2004 | ||
| Intrinsic Value of Local Government Archival Records |
Explains the characteristics that give records intrinsic value. |
Historical Records, Program Administration | 2002 | ||
| Local Government Records Useful in Family History Research |
Describes local government record series that are valuable for genealogical research. |
Historical Records, Program Administration | 2024 | ||
| New York Documentation Topics Framework |
A comprehensive and suggestive list for organizing the range of possible topics to document in New York history and culture. The subtopics and examples suggest the scope of the topics but are not meant to be exhaustive. |
Historical Records | 2013 | ||
| Reclaiming Alienated Records |
Defines alienated records and lists steps to take when you discover that the records of your local government or state agency may be in the custody of another person or organization. |
Reclaiming Alienated Records | Historical Records, Program Administration | 2011 |
