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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 Typesort descending Region Description Presenter Workshop Topic Register
Thursday, August 28, 2025 Developing a Policy for Managing Email 10:00 AM - 11:00 AM Webinar Statewide

Local governments and state agencies rely on email to share information, in a myriad of ways, as a part of regular business. For example, to:

  •  Authorize specific actions
  • Disseminate policies and procedures
  • Approve payments
  • Interpret terms of contracts
  • Correspond with the public, customers, or constituents
  • Communicate with staff 
  • Circulate memoranda related to official business
  • Discuss work schedules and assignments
  • Share agendas and minutes of meetings
  • Issue final reports or recommendations

Email used for business must be managed as a record and it should be included in an organization’s overall records management policy. Effective management relies on policies such as those that promote end user cooperation, system automation, retention, and disposition. This webinar will present some practical approaches to managing email with related policies, and procedures to help implement them.

 Karen Rabatin, Maria McCashion Electronic Records, Email Register
Thursday, July 24, 2025 Ask Us Anything about Processing and Purging Records 10:00 AM - 11:00 AM Webinar Statewide

Processing and purging records, in any format, are essential steps in the records management lifecycle. Records management programs should plan a cycle for transferring and processing inactive records and identifying and purging obsolete records. When faced with mountains of paper or electronic records, getting started may seem daunting. You may wonder where to start, or how to transfer, identify, organize, apply retention schedules, or separate obsolete records from those you must keep.

 

 Jennifer O'Neill, Maria McCashion, Michael Martin Inactive Records, Inventory, General Records Management, Retention and Disposition Register
Thursday, October 9, 2025 Local Government Records as Resources for K-12 Educators 10:00 AM - 11:00 AM Webinar Statewide

With the NYS Education Department’s introduction of the Seal of Civic Readiness, school districts and educators are seeking community partners to assist their students in fulfilling the requirements for this new graduation seal. Local government archives are uniquely situated as repositories of invaluable historical knowledge and records as well as important locations within their communities. Join us as we present the guidelines and learning standards for achieving this seal and discuss the opportunities for local governments to make their records available to educators and provide students with engaging learning experiences.

 Jordan Jace Historical Records Register
Thursday, November 13, 2025 Ask Us Anything About Digital Imaging 10:00 AM - 11:00 AM Webinar Statewide

Is your local government or state agency thinking about imaging records and you don't know where to start? Want to know more about deciding whether certain records should be scanned? Do you want to learn more about scanning specifications like file format, resolution, and color? This Ask Us Anything is for you!

 Jamie Brinkman, Michael Martin Imaging and Microfilming, Imaging 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, September 25, 2025 The Legal Aspects of Records Management 10:00 AM - 11:00 AM Classroom Training Statewide
The law has a great impact on records. It influences how we manage them, access them, secure them, and how long we keep them. This course will explore how statutory laws and court decisions affect records management programs and the importance of a good records management program in protecting your organization during law suits. 
 
This workshop will: 
  • Explain the legal requirements of a records management program;
  • Review federal and state laws that greatly impact records management 
  • Review court cases that affect records management; 
  • Explain how the legal discovery process works;
  • Explain the consequences of not preserving records; and 
  • Provide practical steps for going forward.
 Jennifer O'Neill, Monica Hauck-Whealton General Records Management Register