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Register for a Workshop

The New York State Archives offers archives and records management training statewide. If your preferred workshop is not available, please contact us at archtrain@nysed.gov to request it. See our workshop catalog for a complete list of titles.

All State Archives workshops are free and open to the public unless otherwise noted.

Calendar view

Date Workshop Title Time Workshop Type Region Description Presenter Related Webinar Workshop Topic Register
Thursday, December 18, 2025 Introduction to Managing Audiovisual Records 10:00 AM - 11:00 AM Webinar Statewide

This webinar is an introduction to the management of audiovisual records. We will discuss what makes these records unique, learn about some of the records management challenges they pose and what can be done about them. We will take a look at the different kinds of audiovisual records you will likely encounter, their storage and retrieval, when and how to reformat and migrate them, as well as other related issues.

 

 Laura Montgomery, Sarah Durling Electronic Records, Active Records Register
Thursday, January 8, 2026 Your Role as Local Government Records Management Officer 10:00 AM - 11:00 AM Webinar Statewide
Local Governments must designate a Records Management Officer (RMO) to coordinate a program for managing records. To learn more about this important role, join State Archives staff as they:
 
  • explain the law and regulations behind the role of the RMO and others managing local government records,
  • discuss key areas to develop policies and procedures for managing records throughout their lifecycle,
  • describe tools to help you manage records, and
  • review services of the State Archives and other organizations available to help you build and maintain a successful Records Management Program.
 Katrina Manzari, Maria McCashion, Michael Martin General Records Management Register
Thursday, February 26, 2026 Your Role as State Agency Records Management Officer 10:00 AM - 11:00 AM Webinar Statewide

By State Education Department regulations, each state agency must have a Records Management Officer (RMO) who is responsible for managing its records management program. This session looks at the role and responsibilities of the RMO.

This workshop will:

  • Identify the challenges and responsibilities of the RMO
  • Review steps for getting started as an RMO
  • Discuss the agency partnerships necessary for the implementation of a successful records management program
  • Discuss the importance of partnership with the State Archives
  • Provide tips for setting records management goals
 Arthur Siegel, Vincent Commisso General Records Management Register
Thursday, March 19, 2026 Legal Discovery: the Role of Records Management 10:00 AM - 11:00 AM Webinar Statewide

Records managers are often their organization’s subject matter expert on the types of records created by the entity, who owns them, and where they’re located.  This makes them an invaluable resource when their employer needs to quickly identify, locate, review, and prepare for release records related to pending litigation.

This webinar - designed for non-attorneys, will focus on the role of records managers in supporting their government employer’s response to litigation-related document requests, from document creation or receipt through disposition.

 Jennifer O'Neill, Monica Hauck-Whealton General Records Management Register
Thursday, April 30, 2026 Ask Us Anything About Records Disasters 10:00 AM - 11:00 AM Webinar Statewide

Protecting state agency or local government records means preparing for and responding to floods, fires, leaks or other disaster-related incidents which could damage or destroy your records.

Panelists for this event will consist of New York State Archives staff in Local Government Advisory Services & Scheduling and State Agency Services.

Come prepared with your questions or just join us to hear what others want to know and learn more about this topic.

If you’d like, you can send in your question early to recmgmt@nysed.gov with the subject line “Ask Us Anything” and we’ll answer them during the webinar.

 Monica Hauck-Whealton, Paula Fish, Sarah Durling Disaster Planning and Response Disaster Management Register
Thursday, May 28, 2026 Digital Imaging 10:00 AM - 11:00 AM Webinar Statewide

Local governments, state agencies, and historical records repositories intending to create digital images of records to improve access to, preserve, or replace original records should follow industry standards and best practices to ensure long-lasting digital images that are a true representation of the original record.

This webinar will provide you with an overview of important considerations before scanning records and requirements for replacing an original government record with a digital image.

This webinar will help you:

  • determine what records are appropriate for scanning,
  • plan steps necessary for a successful imaging project,
  • understand the Digital Imaging Guidelines and requirements for government records,
  • determine staff to manage projects, prepare, scan, index, verify image content, and quality control images and indexing in a new system, and
  • understand the costs to create and maintain digital records.
 Jamie Brinkman, Maria McCashion Imaging Register
Thursday, June 18, 2026 Managing Case Files 10:00 AM - 11:00 AM Webinar Statewide
Case files come in many different forms: legal files, personnel folders, student records, real-property files, among others. They also have many similarities: they are difficult to manage, they contain a variety of materials, many of them are confidential, and handling their disposition is often complicated. This webinar is intended for anyone who is responsible for managing case files and interested in improving the management of those records.
 
This presentation will:
 
  • Identify pitfalls and benefits associated with case file management
  • Consider methods to improve access
  • Show how case file retention schedules can simplify disposition
  • Examine modern storage equipment and filing strategies
  • Evaluate benefits of digital imaging and electronic case file management

 

 Karen Rabatin, Michael Martin Active Records, Indexing Register