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Managing Records

Indexing Procedures Manual Checklist

Master List of Terms

  • Main and secondary subjects:
    • Personnel positions in your organization
    • Committees and boards
    • Properties belonging to the organization
    • Geographical features (including roads, bridges, buildings)
    • Businesses, organizations, and government agencies
  • List of actions before the board
  • List of departments or units with their abbreviations
  • Determining when to add terms to the master list of terms
  • Updating the master list of terms

Selection Criteria

    Master List of Terms for Indexing Fire District Minutes

    Assessment – reduced

    Bank

    Board of fire commissioners

    Bond issue

    Budget [year]

    Building renovation

    Capital plan

    Chief's car (general policy)

    Chief's car [year, make, model, e.g., 1998 Chev. Blazer]

    Commissioner

    County fire control

    [Name] Fire Department

    Engine [#, year, make, manufacturer, e.g., Engine #2 1992 E One]

    Equipment purchase

    Equipment sold

    Equipment surplus

    Fire protection district

    Hose tender [#, year, make]

    Grant

    Insurance

    Legal council

    Preliminary Master List of Terms for Indexing Municipal Minutes

    Anyone considering indexing minutes should develop a master list of terms before beginning to index. This master list contains the standard vocabulary that you will use in the index, and it is important to have a standardized vocabulary so that you always index the same subject by using the same term. Using standardized terms will also improve searches by directing users to one term instead of many terms. A master list of terms also includes cross-references directing users from non-standard terms to standard terms.

    Preliminary Master List of Terms for Indexing Board of Education Minutes

    Anyone considering indexing minutes should develop a master list of terms before beginning to index. This master list contains the standard vocabulary that you will use in the index, and it is important to have a standardized vocabulary so that you always index the same subject by using the same term. Using standardized terms will also improve searches by directing users to one term instead of many terms. A master list of terms also includes cross-references directing users from non-standard terms to standard terms.

    Indexing Minutes Using a Microsoft Access Database

    Introduction

    Contact the Publications Office by email: archtrain@nysed.gov for a copy of the sample database and manual.

    The New York State Archives does not recommend what software you should use for any project, neither does it require you to use any software. However, the State Archives has developed a few sample applications using Microsoft's Access database management system. One of these applications is a simple database structure for indexing minutes. The reason the State Archives uses Access for this sample is twofold:

    Indexing

    You can begin developing a master list of terms by using the preliminary master lists produced by the State Archives for municipalities and school districts. Or you can develop one on your own, using your knowledge of the issues that come before your board or by using subject titles in a related filing system as a guide.

    Social Media

    Content Creation

    Although postings to social media may be phrased in a fun, approachable manner, they are still messages distributed by a government entity and should meet the same standards for accuracy, appropriateness, and compliance with local government or state agency obligations as content shared through other means. This can be especially challenging on sites where readers outside of the posting government may leave comments.

    When creating social media accounts, governments should decide

    Questions for IT

    Information technology staff should be involved early in any electronic records planning and particularly when you are inventorying electronic records, conducting a needs assessment, or drawing up a list of specifications to design or purchase a new system for records. 

    Electronic Records Inventory 

    Electronic records inventories collect information on the records and the systems that contain them. During an inventory an IT professional who is a member of an in-house information technology unit or a vendor can help answer technology questions like these: 

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