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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

Datesort descending Workshop Title Time Workshop Type Region Description Presenter Workshop Topic Register
Tuesday, July 16, 2024 Processing Collections: Setting Priorities and Developing Plans Webinar Statewide

This course will cover a broad overview of archival collection processing, setting up the basics for why and how we process materials using archival principles and guidelines. Processing provides clear intellectual and physical control for collections management, preservation, and access, developing description and context for archival records as well as improved housing conditions. All components of collections processing will be discussed, with a focus on helping participants determine processing priorities and draft a processing plan for one small-to-medium-sized collection that they are working with from their own organizations. There will also be a chance to share processing challenges and successes and to hear from practitioners in the field discussing their own processing case studies.

Course Structure

Content for this course is divided into three sections and will be provided for asynchronous review. Discussion board prompts will be provided throughout to promote active participation and encourage sharing of questions and insights. One assignment will be based on drafting a processing plan for a singular collection. A live panel discussion in the second week will allow participants to hear from those actively processing collections in the field, and to hear about their successes and challenges.

Participants are expected to be active in course discussion boards, complete relevant assignments, and attend a live Q&A session on Tuesday, July 23rd.

Instructors

  • Kate Philipson, DHPSNY Archives Specialist
  • Amanda Murray, DHPSNY Program Manager

 

Amanda Murray, Kate Phillipson Historical Records Register
Thursday, July 18, 2024 Maintaining Your Microfilm 10:00 AM - 11:00 AM Webinar Statewide

Microfilm was once the top records technology for reformatting records. It had, and still does, have many great advantages. The State Archives recently did a study on the current state of the microfilm industry to prepare relevant advice for organizations storing records on this medium.

This webinar will:

  • review the results of that study,
  • discuss considerations for managing records on microfilm, and
  • advise on its use, care, and maintenance.

 

David Lowry, Maria McCashion Collections Management, Imaging and Microfilming, Microfilming Register
Monday, July 29, 2024 Building Digital Collections 2:00 PM - 3:00 PM Webinar Statewide

Join us for a webinar that takes an in-depth look at what defines a successful digital collection. Drawing on examples from New York Heritage Digital Collections and other repositories, we will examine current standards and best practices. This webinar will cover each stage of the digitization process, from selecting materials to creating metadata and digital objects.

Historical Records Register
Thursday, August 8, 2024 Digital Preservation Planning 1:00 PM - 2:00 PM Webinar Statewide

Successful digital preservation programs consider more than technical solutions. Good planning and documentation are critical to establishing and sustaining an organization's commitment to preserving digital content. This webinar will provide an introduction to digital preservation with a focus on the non-technical components of starting a digital preservation program. Topics covered include: assessing organizational needs and capacity; creating a digital asset inventory; and developing digital preservation policies, plans, and procedures.

Jennifer Palmentiero Historical Records Register
Thursday, August 29, 2024 Inventorying Your Electronic Records 10:00 AM - 11:00 AM Webinar Statewide

Managing electronic records is one of our most timely challenges. It’s increasingly important for records managers to know their electronic records and develop plans to manage them. An effective way to begin this process is to conduct an electronic records inventory. This webinar will discuss how to identify key e-records systems, collect meaningful data, analyze the results, and develop an e-records management plan.

Karen Rabatin, Maria McCashion Electronic Records, Questions for IT, Active Records, Indexing, Inventory Register
Thursday, September 26, 2024 Conducting an Inventory of Paper Records 10:00 AM - 11:00 AM Webinar Statewide

To have an efficient and functional records management program it is critical for governments to maintain an up-to-date inventory of their records. This webinar introduces participants to the planning, implementation, and analysis of a records inventory for paper records.

The program will discuss:

  • How a records inventory can help you control records
  • How to plan for and carry out a records inventory
  •  Identifying records to inventory
  • Collecting meaningful inventory data
  • Analyzing the results of the inventory
  • How to identify retention periods for records
Jamie Brinkman, Vincent Commisso Collections Management, Inventory Register
Thursday, October 10, 2024 Ask Us Anything About Archival Records 10:00 AM - 11:00 AM Webinar Statewide
October is National Archives Month and the State Archives is marking the occasion by holding a forum where state agencies and local governments can ask their most pressing questions about archival records.
 
Our focus for this session are the following areas:
  • Historical records identification
  • Appraisal
  • Disposition
 
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. 
Jennifer O'Neill, John Diefenderfer, Michael Martin, Sarah Durling Appraisal, Retention and Disposition Register
Thursday, October 17, 2024 Managing Oversized Maps, Plans and Drawings 10:00 AM - 11:00 AM Webinar Statewide
Managing over-sized maps and architectural drawings is one of those challenges we wish would just go away. They are bulky, often are subject to lengthy retention periods, and can easily become an unruly headache. Depending on the size and nature of your government, they can be a monstrously large set of records.
 
In an attempt to bring these challenges into perspective and make these records more manageable, this webinar will address the key elements of maps, plans, and drawings, including the significance of these records to efficient government operations. We will describe common characteristics of these types of materials such as format, media, and sizes, and how these characteristics affect the management of these records. We will explore how to conduct an initial assessment to better understand the scope and scale of your records management issues when dealing with over-sized materials. Finally, we will discuss some strategies in how to process these records in order to get physical and intellectual control over them, as well as storage options, reformatting, and ways to facilitate access. 
 
In one hour we can only scratch the surface, but hopefully this webinar will provide some basic, common sense approaches to managing maps, plans, and architectural or engineering drawings.
Arthur Siegel, Monica Hauck-Whealton Active Records, General Records Management, Historical Records, Inventory, Indexing Register
Thursday, November 21, 2024 Avoiding the Paper Avalanche: The Quest for the Paperless Office 10:00 AM - 11:00 AM Webinar Statewide

Today most records are created electronically yet many state agencies and local governments still struggle to manage mounds of paper. This webinar will explore some of the reasons this problem persists, and suggests some practical solutions that will help agencies and governments reduce the amount of paper to be managed and better manage their digital records.

Monica Hauck-Whealton, Sarah Durling General Records Management Register
Thursday, December 12, 2024 Keeping Up With COVID-19 - Maintaining Your Pandemic Records 10:00 AM - 11:00 AM Webinar Statewide

The COVID-19 public health emergency has resulted in an unprecedented level of documentation - both of the pandemic’s impact on communities and governments' response to the pandemic. Local governments and state agencies seeking guidance on managing and preserving these records are welcome to join us as we provide some insight on managing records in a remote environment, applying appropriate retention schedule items, and identifying records of enduring historical value.

Jennifer O'Neill, Michael Martin Electronic Records, Active Records, General Records Management, Retention and Disposition Register