The following links to non-OhioERC electronic records management policies, projects, and resources are provided for the benefit of visitors. No particular endorsement of these sites is intended or implied.
Federal
States
International
Professional Associations & Other Resources
Federal
National Archives and Records Administration (NARA):
- Criteria for Successfully Managing Electronic Records
- NEW! Universal Electronic Records Management (ERM) Requirements
- NEW! National Archives and Records Administration format recommendations
- Electronic Records Archives (ERA)
- Electronic Records Management Automation: Presidential Records Management Directive Goal A3.1
- Guidance on the Transfer of Permanent Electronic Records
- NARA Agency Review of New Draft General Records Schedules (2014)
- NARA Records Management Redesign Project
- Presidential Memorandum- Managing Government Records (2011)
- Scheduling Guidance on the Appropriate Age for the Legal Transfer of Permanent Records to the National Archives (2015)
- NARA Records and Information Discussion Group- Presentations and Webcasts
- Records Express- The Blog of the Chief Records Officer at the National Archives
- NARA Fast Track Products:
Department of Defense:
Environmental Protection Agency (EPA): Records Management Manual
Library of Congress (LOC):
States
[Alabama] Electronic Records Program Status Report
[Alaska] Building a Trustworthy Information System (2009)
[Arizona] Recordkeeping Requirements to Consider When Developing a New System
[Arkansas] Electronic Record Management Guidelines for Arkansas State Government (2005)
[California] Secretary of State- Electronic Records Management Program (2002)
[Colorado] Colorado State University Digital Repository
[Florida] Electronic Recordkeeping Strategic Plan 2010 – 2012
[Florida] Electronic Records Management Follow-Up Survey of State Agencies 2013
[Florida] Electronic Records and Records Management Practices (2010)
[Florida] Files Management Handbook, Chapter 5: Electronic Recordkeeping (1998)
[Hawaii] Hawaii Laws that Apply to Retention & Disposition of Government Records (2006)
[Hawaii] Policy & Guidelines Relating to Electronic Records Retention and Disposition (2001)
[Illinois] Electronic Records and the Illinois Local Records Act (2001)
[Iowa] State Records Manual (2021)
[Iowa] University of Iowa- University Guidebook on Records Management
[Kansas] Electronic Records Management Guidelines
[Kansas] Enterprise Electronic Preservation System
[Kentucky] Electronic Records Working Group- Kentucky Department of Libraries and Archives
[Kentucky] Enterprise Architecture Standards (2010)
[Kentucky] Electronic Records Transfer Procedures (2010)
[Kentucky] Understanding Records Management- Electronic Records
[Louisiana] Administrative Rules for Records Management Policies and Practices
[Maine] Local Government Digital Records (2015)
[Maine] State of Maine Records Management Manual (2012)
[Maryland] Records Management Guidance for State, County, and Local Government (2012)
[Massachusetts] Electronic Records Management Guidelines for the State of Massachusetts
[Michigan] State of Michigan Electronic Records Commission Final Report (2021)
[Michigan] State of Michigan Records Policies, Standards and Guidelines
[Minnesota] Electronic Records Management Guidelines
[Mississippi] Standards for Electronic Records
[Missouri] MERETI (Missouri Electronic Records Education and Training Initiative)
[Nebraska] Information Technology Commission Standards and Guidelines (2013)
[New Jersey] Circular Letter 01-01-ST: UETA Guidance (2001)
[New Mexico] New Mexico Statutes- Retention of Electronic Records (2019)
[North Carolina] Digital Records Guidance
[North Carolina] File Formats for the Transfer of Electronic Records (2012)
[North Dakota] Electronic Records Management Guidelines
[Oklahoma] Oklahoma Department of Libraries Records Management Division FAQ
[Pennsylvania] Functional Requirements for Evidence in Recordkeeping: The Pittsburgh Project
[Pennsylvania] Functional Requirements for Evidence in Recordkeeping: Further Developments at the University of Pittsburgh
[Pennsylvania] E-records Guidelines (2009)
[Rhode Island] Permanent Electronic Records & Preservation Microfilming (2010)
[South Carolina] Electronic Records Guidelines (2005)
[South Dakota] South Dakota Bureau of Administration- Records Management
[Tennessee] State of Tennessee Electronic Record Policy (2011)
[Texas] Electronic Records Standards and Procedures State Agency Bulletin Number One
[Texas] Electronic Records Standards and Procedures Local Government Bulletin B
[Texas] State Library Annual E-Conference
[Utah] Department of Administrative Services- Division of State Archives- Electronic Records Guidelines
[Utah] Department of Administrative Services- Division of State Archives- Electronic Records Management Business Case
[Vermont] Information Management Standards and Best Practices for State Agencies (2019)
[Virginia] Library of Virginia- Electronic Records (2009)
[Washington] Legal Aspects of Electronic Records – Q&A
[Washington] Preservation Of Electronic Public Records (2008)
[West Virginia] West Virginia Records Management and Preservation Board
[Wisconsin] Administrative Rule 12: Electronic Records Management–Standards and Requirements (2002)
International
InterPARES Project: International Research on Permanent Authentic Records in Electronic Systems
Australia:
- National Archives of Australia:
- New South Wales
Europe:
- European Conference on Digital Archiving
- DLM Forum- Information Governance Across Europe
- Moreq2 Model Requirements for Electronic Records
International Standards Organization (ISO):
- Health Informatics:
- ISO 13606-1:2008 Health informatics — Electronic health record communication — Part 1: Reference model
- ISO 13606-2:2008 Health informatics — Electronic health record communication — Part 2: Archetype interchange specification
- ISO 13606-3:2009 Health informatics — Electronic health record communication — Part 3: Reference archetypes and term lists
- ISO/TS 13606-4:2009 Health informatics — Electronic health record communication — Part 4: Security
- ISO 13606-5:2010 Health informatics — Electronic health record communication — Part 5: Interface specification
- ISO/TS 14265:2011 Health Informatics – Classification of purposes for processing personal health information
- ISO 21090:2011 Health informatics — Harmonized data types for information interchange
- ISO 27789:2013 Health informatics — Audit trails for electronic health records
- Electronic Records Management:
- ISO 14739-1:2014 Document management — 3D use of Product Representation Compact (PRC) format — Part 1: PRC 10001
- ISO 16175-1:2010 Information and documentation — Principles and functional requirements for records in electronic office environments — Part 1: Overview and statement of principles
- ISO 16175-2:2011 Information and documentation — Principles and functional requirements for records in electronic office environments — Part 2: Guidelines and functional requirements for digital records management systems
- ISO 16175-3:2010 Information and documentation — Principles and functional requirements for records in electronic office environments — Part 3: Guidelines and functional requirements for records in business systems
- ISO/TR 17068:2012 Information and documentation – Trusted third party repository for digital records
- ISO/TR 18128:2014 Information and documentation — Risk assessment for records processes and systems
- ISO 30300:2011 Information and documentation — Management systems for records — Fundamentals and vocabulary
- ISO 30301:2011 Information and documentation — Management systems for records — Requirements
- Digitization: ISO/TR 13028:2010 Information and documentation – Implementation guidelines for digitization of records
- Cloud Computing:
- Metadata:
- ISO 23081-1:2006 Information and documentation — Records management processes — Metadata for records — Part 1: Principles
- ISO 23081-2:2009 Information and documentation — Managing metadata for records — Part 2: Conceptual and implementation issues
- ISO/TR 23081-3:2011 Information and documentation — Managing metadata for records — Part 3: Self-assessment method
- PDF:
- ISO 14289-1:2014 Document management applications — Electronic document file format enhancement for accessibility — Part 1: Use of ISO 32000-1 (PDF/UA-1)
- ISO 19005-1:2005 Document management — Electronic document file format for long-term preservation — Part 1: Use of PDF 1.4 (PDF/A-1)
- ISO 19005-2:2011 Document management — Electronic document file format for long-term preservation — Part 2: Use of ISO 32000-1 (PDF/A-2)
- ISO 19005-3:2012 Document management — Electronic document file format for long-term preservation — Part 3: Use of ISO 32000-1 with support for embedded files (PDF/A-3)
- ISO 32000-1:2008 Document management — Portable document format — Part 1: PDF 1.7
- Records Management:
- ISO 15489-1:2001 Information and documentation — Records management — Part 1: General
- ISO/TR 15489-2:2001 Information and documentation — Records management — Part 2: Guidelines
- ISO 22310:2006 Information and documentation — Guidelines for standards drafters for stating records management requirements in standards
- ISO/TR 26122:2008 Information and documentation — Work process analysis for records
Professional Associations & Other Resources
- Associations:
- AIIM (formerly the Association for Information and Image Management)
- ARMA International (formerly the Association of Records Managers and Administrators
- Contingency Planners of OHIO (CPO)
- COSA: Council of State Archivists
- Sedona Conference
- Society of American Archivists (SAA)
- Society for Imaging Science & Technology (IS&T)
- Other:
- Best Practices Exchange
- CD-R Media Longevity
- Cohasset Associates, Inc.
- Conservation OnLine (CoOL) Resources for Conservation Professionals
- Doculabs
- PDF/A Competence Center