Records management awareness Organising records Managing email |
Legal issues Assessing risk |
Retention and disposal Long-term preservation Related JISC materials |
Records management awareness
House of Lords, The Parliamentary Records Management Handbook: Electronic records and document management,
http://www.parliament.uk/parliamentary_publications_and_archives/records_management_in_parliament/rmhandbookfilingsystemtypes.cfm
Shows the importance of maintaining electronic records
JISC, Study of the Records Life Cycle by Elizabeth Parker published in 1999 provides guidance on retention and good management practice for local institutional records and has been adopted by many institutions
National Archives and Records Administration,
Documenting your public service,
http://www.archives.gov/records_management/publications/documenting_your_public_service.html
Provides guidance to senior managers on
maintaining records and personal information in their offices
Parliamentary Records Management Handbook http://www.parliament.uk/parliamentary_publications_and_archives/records_management_in_parliament/rmhandbook.cfm
Designed
to help you manage your office records
Public Record Office Good practice in managing electronic documents using Office 97 on a local area
network
http://www.pro.gov.uk/recordsmanagement/erecords/managing-elect-docs.pdf)
Public Record Office. Corporate policy on electronic records, 2000.
http://www.pro.gov.uk/recordsmanagement/erecords/rm-corp-pol.pdf.
Toolkit to help manage records management and develop a policy
Public Record Office. Management, appraisal and preservation of electronic records vol. 1: principles, 2nd
ed., 1999.
http://www.pro.gov.uk/recordsmanagement/erecords/guidelines/principles.pdf.
Public Record Office. Management, appraisal and preservation of electronic records vol. 2: procedures, 2nd
ed., 1999.
http://www.pro.gov.uk/recordsmanagement/erecords/guidelines/procedures.pdf
Organising records
Managing public sector records: a training programme
http://www.irmt.org/download/DOCUME~1/EDUCAT~1/MPSR/organising.pdf
Self instruction on 9 modules for organising and controlling current records from IRMT (International Records Management Trust)
Managing email
JISC & Loughborough University: Institutional Records management and email
http://www.lboro.ac.uk/computing/irm/final-report.html
JISC & Loughborough University, Generic policy for email retention and disposal
http://www.lboro.ac.uk/computing/irm/generic-policy.html
Specimen email policy
National Archives of Australia, Managing electronic messages as records
http://www.naa.gov.au/recordkeeping/er/elec_messages/contents.html
Guidelines to follow in managing records
Stirling University, Electronic mail: a code of good practice.
http://www.is.stir.ac.uk/documentation/emailcode.pdf.
Legal issues
Data Protection Act 1998 (HMSO)
http://www.hmso.gov.uk/acts/acts1998/19980029.htm
Freedom of Information Act 2000 (HMSO)
http://www.hmso.gov.uk/acts/acts2000/20000036.htm
Information Commissioner’s Office, What is the Freedom of Information Act? – movie clip
http://www.informationcommissioner.gov.uk/eventual.aspx?id=1041&expmovie=1
JISC on Data Protection Act 1998: aimed at Senior Management: http://www.jisc.ac.uk/index.cfm?name=pub_smbp_dpa1998
The National Archives pages on Data protection Act http://www.nationalarchives.gov.uk/policy/dp/
How DPA 1998 affects HE: what types of data are covered, obligations, principles & definitions. Aimed at Senior Management
Data Protection Code of Practice for FE and HE sectors, Version 2.0,
JISC & University of Hull, Jan 2001
http://www.jisc.ac.uk/index.cfm?name=pub_dpacop_0101
JISC, Model action plan for achieving compliance with the Lord Chancellor’s
code of practice: model action plan for Higher and Further Education
organisations
http://www.jisc.ac.uk/index.cfm?name=reports_modelaction
Lord Chancellor’s Code of practice on the management of records Issued under
section 46 of the Freedom of Information Act 2000
http://www.dca.gov.uk/foi/codemanrec.htm
Assessing risk
National Archives and Records Administration, Moving?
Consolidating? Reorganizing?
http://www.archives.gov/records_management/publications/moving_consolidating_reorganizing.html
Describes steps required to protect offices when moving or reorganising offices
Retention and disposal
JISC, HEI Records retention schedule http://www.jisc.ac.uk/index.cfm?name=recordsman_papers_cycle4
JISC HEI Functional Activity Model http://www.jisc.ac.uk/index.cfm?name=recordsman_papers_cycle3
National Archives (old Public Record Office), Policy for the disposition of public records
http://www.nationalarchives.gov.uk/recordsmanagement/disposition/
Record Retention Schedule (RRS) Student Administration http://www.jisc.ac.uk/index.cfm?name=srl_rrs03 HEI-SRL Record Retention Schedule (RRS03 Student Administration) JISC
Record Retention Schedule (RRS) Health and Safety http://www.jisc.ac.uk/index.cfm?name=srl_rrs25 HEI-SRL Record Retention Schedule (RRS25 Health and Safety Management) JISC
Record Retention Schedule (RRS)Teaching and Research http://www.jisc.ac.uk/index.cfm?name=srl_rrs02 HEI-SRL Record Retention Schedule (RRS02 Research) JISC
State Records Authority, New South Wales, Destruction of records: a
practical guide, Guideline No 3, June 2003
http://www.records.nsw.gov.au/publicsector/disposal/disposal.htm
[Click to it under Guidance and Training] Practical guidance for the destruction of records
State Records Authority, New South Wales, General disposal authority:
University records, GDA9
http://www.records.nsw.gov.au/publicsector/disposal/GDAlist.htm#University records
Disposal
guidelines for functional and general administrative records of
universities
Long-term preservation
A Continuing Access and
Digital Preservation Strategy for the Joint Information Systems Committee
(JISC) 2002-2005
http://www.jisc.ac.uk/index.cfm?name=pres_continuing
U.S. National Archives and Records Administration, Vital
Records and Records Disaster Mitigation and Recovery: An Instructional Guide
http://www.archives.gov/records_management/publications/vital_records.html
The National Archives (old Public Record Office) Digital Preservation Guidance Notes. http://www.nationalarchives.gov.uk/preservation/advice/default.htm
A
series of guidelines providing authoritative advice on such topics as selecting
file formats and storage media, handling and storage of removable
media
Related JISC materials
Records Management in JISC funded Project-Based Programmes http://www.jisc.ac.uk/index.cfm?name=pres_recmanage
University of Warwick (Retention of personal management records) http://www.jisc.ac.uk/index.cfm?name=project_warwick
Northumbria
University (Managing student assessment records) & Managing primary research
data)
http://www.jisc.ac.uk/index.cfm?name=project_northumbria1a
Northumbria University(Managing primary research data)
http://www.jisc.ac.uk/index.cfm?name=project_elecresearch
Glasgow University (Managing employee records)
(Results to follow shortly)
University of Wales, Bangor (Records management within HR departments)
http://www.jisc.ac.uk/index.cfm?name=project_nwconsortium
University of the West of England (Management of Corporate governance and external relations records)
http://www.jisc.ac.uk/index.cfm?name=project_rmuwe
London School of Hygiene & Tropical Medicine (Retention schedule for electronic research data)
http://www.jisc.ac.uk/index.cfm?name=project_researchdata
University of Edinburgh (Record lifecycle for planning and strategy functions)
http://www.jisc.ac.uk/index.cfm?name=project_planstrat
King's College London (What is a Student Record?)
http://www.jisc.ac.uk/index.cfm?name=project_studentrecord
Brunel University (Web records management)
http://www.jisc.ac.uk/index.cfm?name=project_webrm
University of East Anglia (Research records)
http://www.jisc.ac.uk/index.cfm?name=project_researchrecs