Maintaining Digital Records: Permanent vs. Short Retention Periods

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If you are effectively maintaining digital records, can you dispose of the original, hard copy documents?

Public entities have the authority to decide in which medium they will maintain their records and can create schedules that divide a records series’ retention period based on storage location or media type. For example, a public entity’s record retention schedule could require it to “maintain the paper version of a record until it is scanned and quality control checked, then dispose; retain electronic version for 10 years.” 

However, if records are required to be maintained permanently, public entities are discouraged from maintaining solely in a digital format. The Ohio History Connection has issued a statement on maintaining digitally imaged records permanently which states its recommendation that any digitally imaged records of permanent value also be maintained in either paper or microfilm format. There are several reasons for this recommendation because the technology surrounding electronic records are in a continuous state of change. Any record in electronic format cannot be considered stable and capable of remaining reliable, authentic, and accessible over any long-term or permanent retention period.

The Ohio Electronic Records Committee has also put together several resources that provide information on the requirements, guidelines, and best practices for digital document imaging projects. You can view these resources here: Document Imaging – Ohio Electronic Records Committee (ohioerc.org).

OhioERC Available Trainings

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Stay up to date on best practices in electronic records! The OhioERC has several trainings available for free.

  • Electronic Records Day Presentation: “Here Today, Gone Tomorrow”: This presentation compares document management systems and digital preservation systems. We discuss major workflows used to future-proof permanent and long-term electronic records and their essential metadata. In addition, a Records and Archives Management case study from Greene County is shared to bring to light essential differences between document management and preservation systems.
  • Email Management Training Series: This email management training series provides information and best practices on managing email. The training series is divided into four sections: Email As A Record, Email Clean-up Strategies, Email Filing and Organization, and Microsoft 365 Outlook Email Management.
  • Social Media: The Records Management Challenge: This course provides an overview of social platforms and how government entities use those platforms; the records management aspect of social media; unique challenges associated with capturing and disposing of social media content; how to manage and respond to citizen interactions with government social media and the balancing act of being both of public employee and private citizen on social media. 

View our trainings/events page for these trainings and more!

Digitizing Microfilm – Benefits and Drawbacks

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For many governmental departments and organizations, digital preservation has been a concern for the past several years. One such concern has been what to do with microfilm in the next five to ten years and should your microfilm records be digitized.

Benefits of Microfilm:

  • Microfilm can last up to 500 years if stored in the proper conditions;

  • Eye-readable – can view with a light source and a magnifying glass.

Drawbacks of Microfilm:

  • Large collection of records on microfilm and your microfilm is only for records preservation purposes, not for use. You don’t have “access copies” for many of these records that are on microfilm;

  • Limited physical storage space for microfilm;

  • Departments need access to records that are on microfilm but they do not have the machines to read the microfilm;

  • Some types of film are too expensive to create duplicate copies;

  • Don’t have the budget to store duplicate copies at an off-site location for disaster preparedness purposes;

  • An inventory of what is on the rolls of microfilm may not exist;

  • Parts for microfilm readers may/have become obsolete;

  • Have to train people on how to use the microfilm readers;

  • Microfilm may develop vinegar syndrome if you do not have an environmentally controlled space to store them properly.

Benefits of digitizing Microfilm:

  • Digital preservation preserves the digital record and creates an “access copy”;

  • Can migrate the format so that it will always be accessible;

  • Cloud-based storage and glacier storage. Glacier storage is a Cloud-based type of storage that is cheaper since these records do not need to be accessed however, they need to be preserved;

  • Search-Engine based (online platform) accessibility for certain digital preservation systems, the public and/or staff can access;

  • Continual 24/7 monitoring of digital records;

  • Will no longer have to store microfilm which will save space and money.

Drawbacks of Digitizing Microfilm:

  • Extensive project especially if you have a large microfilm collection – need to prioritize;

  • Limited time and staff to carry out project.

Elise Kelly
Multimedia Archivist, Greene County Records Center and Archives