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Summer School for Records Coordinators, Records Inventories: Session 3

US National Archives Records Management
1.08K subscribers
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This presentation is the third in a four-part series describing how to plan and conduct a records series inventory. Robin Riat, CRM, a Senior Records Analyst at the National Archives and Records Administration, gives an overview of several different records inventory methods you might use when conducting an inventory, including using existing inventory resources, process maps, questionnaires, interviews, and site surveys. Robin also addresses some of the more common inventory data fields you might collect when conducting a records inventory. The Summer School for Records Coordinators: Records Inventory session was first presented live as part of a Web seminar in August 2013. Accessibility: This video is fully captioned for audio accessibility. For visual accessibility, a detailed text description of the video's visual presentation suitable for screen readers is available here: www.archives.gov/records-mgmt/transcripts/records-inventory-2013-august-pt-3-description-transcript.pdf ...more
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Intro

0:00

Inventory Methods

0:31

Use existing resources

1:18

Process Maps and Context Diagrams

1:53

Questionnaires

3:43

Interviews

4:19

Physical site visit/survey

5:03

Combination approach

5:39

Purpose & Scope

6:42

What should we collect?

7:20

Contact Information

7:30

Series Title and Description

7:55

Location, Dates, Volume

8:37

Retention

9:29

Formats and Media

9:47

Arrangement and Retrieval

9:58

What information should we collect?

10:20

Electronic Systems

11:06

Tips

12:07

Collecting the data

12:48

Map File Locations

13:41
Summer School for Records Coordinators, Records Inventories: Session 3
24Likes
4,404Views
2014Jul 9
This presentation is the third in a four-part series describing how to plan and conduct a records series inventory. Robin Riat, CRM, a Senior Records Analyst at the National Archives and Records Administration, gives an overview of several different records inventory methods you might use when conducting an inventory, including using existing inventory resources, process maps, questionnaires, interviews, and site surveys. Robin also addresses some of the more common inventory data fields you might collect when conducting a records inventory. The Summer School for Records Coordinators: Records Inventory session was first presented live as part of a Web seminar in August 2013. Accessibility: This video is fully captioned for audio accessibility. For visual accessibility, a detailed text description of the video's visual presentation suitable for screen readers is available here: www.archives.gov/records-mgmt/transcripts/records-inventory-2013-august-pt-3-description-transcript.pdf

Follow along using the transcript.

US National Archives Records Management

1.08K subscribers

National Records Management Training Program
1

Creating and Using File Plans

US National Archives Records Management
2

Transfer Guidance Revision Project: Identifying "Fit-for-Purpose" Formats

US National Archives Records Management
3

Word of the Week: Nonrecord

US National Archives Records Management
4

Word of the Week: Record

US National Archives Records Management
5

Records Schedule Quality Control Checklist

US National Archives Records Management
6

A How-To Guide for Completing NARA's Records Management Self-Assessment

US National Archives Records Management
7

Word of the Week: Records Schedule

US National Archives Records Management
8

Word of the Week: File Plan

US National Archives Records Management
9

Word of the Week: Inventory

US National Archives Records Management
10

An Explanation of Frozen and Legal Holds as they Pertain to Permanent Records

US National Archives Records Management
11

Classified Records Transfer Checklist

US National Archives Records Management
12

Finding the Gaps: Locating and Reporting Unscheduled Records

US National Archives Records Management
13

Word of the Week: Lifecycle

US National Archives Records Management
14

NARA Discussion of Records Management Program Inspection Techniques

US National Archives Records Management
15

Guidance on Managing Social Media Records

US National Archives Records Management
16

Folder Title List: Transferring Your Permanent Paper Records

US National Archives Records Management
17

Capstone: A New Approach to Managing Email Records, 2013 Agency Workshop

US National Archives Records Management
18

Access Restrictions: Their Importance and Impact on the Transfer of Permanent Records to NARA

US National Archives Records Management
19

Capstone Legal Briefing

US National Archives Records Management
20

Capstone, A New Approach To Managing Email Records: NARA's Internal Implementation

US National Archives Records Management
21

Capstone and Email Management: Q&A Panel Discussion

US National Archives Records Management
22

Capstone Email Management Implementation: Technical Perspective

US National Archives Records Management
23

Let's Get Organized! Setting up your Electronic Files

US National Archives Records Management
24

Capstone Managers' Briefing

US National Archives Records Management
25

NARA's Revised Transfer Guidance from planning to practice

US National Archives Records Management
26

Withdrawing Permanent Federal Records from an FRC

US National Archives Records Management
27

Word of the Week: Personal Papers

US National Archives Records Management
28

Summer School for Records Coordinators, Records Inventories: Session 4

US National Archives Records Management
▶

Summer School for Records Coordinators, Records Inventories: Session 3

US National Archives Records Management
30

Summer School for Records Coordinators, Records Inventories: Session 2

US National Archives Records Management
31

Summer School for Records Coordinators, Records Inventories: Session 1

US National Archives Records Management
32

Controlled Unclassified Information

US National Archives Records Management
33

Using ERA for the FRC Annual Move for FY 2016

US National Archives Records Management
34

Records Management Guidance for Political Appointees

US National Archives Records Management
35

The Case for Records Management: Issues for Legal Counsel

US National Archives Records Management
36

The Case for Records Management: Issues for Legal Counsel-Part 2

US National Archives Records Management
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