Toolkit for Managing Electronic Records

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Toolkit for Managing Electronic Records
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Overview

• Toolkit Basics
• Resources
• How to find resources
• How to suggest candidate resources

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Toolkit Basics

• What is the Toolkit?
• Central Internet portal for sharing and obtaining
  ERM guidance resources
• On-line database
• Electronic Records Management (ERM) guidance,
  examples, resources
• From NARA, Federal, State, private,
  international, foreign, academia
• Where is the Toolkit?
• http//toolkit.archives.gov

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Toolkit Basics

• Nearly 150 tools including
• NARA
• FAQs, Transfer Guidance, RMA Study, FEA RM
  Profile, NARA Bulletins
• Non-NARA
• Examples of Federal agency resources
• State, private, international, foreign, academia

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Guidance Framework

• Part of NARAs Framework for Developing Records
  Management Guidance
• It is one of NARAs strategic assets in assisting
  agencies with implementing NARAs recordkeeping
  requirements
• Provides examples of how agencies can address
  recordkeeping requirements

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Types of Resources

• Studies, web resources, and articles on ERM
  topics
• Articles and guidance on managing web content
• Standards developed by foreign governments and
  international bodies
• Guidelines for embedding recordkeeping in
  information systems

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Finding the Toolkit
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Welcome Page
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Locating New Resources
New Tools
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Searching for Tools
Topic Specific Records Technologies
Sub-topic E-mail
Click Go
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Search Results
Click the title to read description
Click the link to get the Tool
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Example Tool Description
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Summary

• http//toolkit.archives.gov
• NARA adds tools on a regular basis
• State, Federal, private, international
  governments, academic consortia, etc.
• E-mail, Web 2.0, RMA Readiness, ERM in the SDLC,
  Standards, training, studies, preservation
• Locate tools by searching or browsing

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Suggest a Tool

• Click on SUGGEST A TOOL in Toolkit menu
• Send an e-mail to toolkit_at_nara.gov
• Thank you!