Annual Meeting Preview

Please join us for the Records Management Roundtable meeting at the SAA Annual meeting Friday, August 15 from 4 to 5:30 p.m. In addition to a brief business meeting, we’ll be hearing from Barrie Howard from the Library of Congress who’ll be presenting on the Digital Preservation Outreach and Education (DPOE) Program and the National Digital Stewardship Residency (NDSR) Program and opening a discussion to explore opportunities for partnerships and collaboration towards shared solutions in the provision of continuing education, professional development, and training to meet the needs of digital archivists.

Also, we’ll be hosting a records management focused unconference as an opportunity for members to discuss pressing issues, exciting developments, or otherwise unaddressed topics. Please submit your ideas for topics and/or volunteer to facilitate here:

Those unable to attend in person can post questions or comments for the steering commitee via Twitter (#rmrt14).

We hope to see you there.


Easy Listening: Archives and Records Management Podcasts

By now, many archivists have had the opportunity to listen to (or have at least heard of) More Podcast, Less Process, the excellent podcast series hosted by Jefferson Bailey of the Metropolitan New York Library Council (METRO) and Joshua Ranger of AudioVisual Preservation Solutions. Listening is a great way to stay abreast of trends in our field, and hear a little more about the all of the unique and inspiring projects our colleagues are working on. One of my favorite episodes is on the topic of shared services and institutional collaboration. Take a listen!

61250519f57d60b84847b5478861769cI recently discovered the IRMS Podcast Series a records management themed podcast produced by the UK’s Information and Records Management Society. Hosts Heather Jack and James Lappin discuss key records management trend and issues with leaders in the profession. Recent topics covered included automated intelligence, a SharePoint case study and even records management theory. I especially enjoyed listening to episode IRMS013 – Laurence Hart on trends in collaboration and records management software.

If anyone else knows of other podcasts that would be of interest to archivists and records managers, please share in the comments!



Service Accounts for Email Retention

Email. By this point, everyone knows that email can be a record and that it should be classified, scheduled, and ultimately retained or destroyed like any other record. However, despite everybody knowing this, almost nobody has come up with a rigorous yet realistic way of doing it that works in the real world with real people.

In my current environment, we’re slowly moving from a culture in which no email was systematically retained (other than for legal holds) to one in which email’s potential administrative and historical value is recognized, and in which some systematic retention is starting. To accomplish that, we’re using a strategy similar to NARA’s capstone approach, in which the accounts of key individuals are, by definition, held to contain historically valuable material worthy of permanent retention. To supplement that record, though, I’ve also started pursuing another technique with select offices and groups: the creative use of service email accounts.

Continue reading

Records Management and Web Archiving: RMRT, WebArch join forces for next Virtual Hangout

Please join the Society of American Archivists’ Records Management Roundtable (RMRT) and Web Archiving Roundtable (WebArch) for Intersections of Records Management and Web Archiving– the next installment of our Virtual Hangout series, airing Wednesday, July 9th at 1:30 pm EDT.

Christie Peterson, Records Management Archivist at Johns Hopkins University, and Jessica Meyerson, Maryrose Hightower-Coyle, and Jenn Coast from the University of Texas at Austin will be discussing their efforts to integrate web archiving with records management. 

Peterson will be on hand to talk about her involvement in a project to increase historic knowledge and current documentation of student life which incorporated web archiving to capture the records of student activity and involvement at her institution. See Christie’s recent Schedule blog post for a preview.

Meyerson, Hightower-Coyle, and Coast will discuss their experience developing a cross-departmental working group to create a strategy for preserving their institutional domain and its many subdomains. Their working group includes members from Information Technology Services (ITS), Records Management, University Archives, University Libraries, and University Communications.

We’ll start with an overview of both projects, and then dive into a moderated question and answer session.

As always, we’ll be accepting questions for our speakers from you. If you have a question or topic for discussion please leave it as a comment on this post.

Archiving Email will be broadcast live via the RMRT’s YouTube channel. We’ll also update The Schedule with links to the archived YouTube video.

View past Hangouts here.

Compliance makes a poor, if obvious, cudgel

Information Week published an article at the end of May on the federal government’s efforts to meet the 2012 Managing Government Records Directive regarding the management of records in electronic form. One quotation, from the Nuclear Regulatory Commission’s Deborah Armentrout discussing calls to justify the expense of an electronic records management program caught my eye.

Continue reading

PUBLISHED: Spring 2014 Issue of newsletter, The Records Manager, is now Published!

Dear RMRT Members:

Here are the Highlights from the Spring 2014 issue of The Records Manager, newsletter of the SAA Records Management Roundtable:
In this issue, our chair, Brad Houston, discusses how RMRT will have a Records Management Webinar on October 7, 2014  in the Chair’s Message.  He also reminds members that  August 15, 2015 will be RMRT’s Annual Meeting Unconference.

One of our Steering Committee Members, Meg Tuomala, reports on the RMRT’s virtual discussion about the National Archives and Records Administration’s Capstone Email Initiative.

Jennifer Hoover, one of our members, discusses her graduate research on records management of electronic health records in small, rural healthcare practices.

Our Vice-Chair, Beth Cron, calls for volunteers to work in the Functional Thesaurus.  They will be creating an electronic thesaurus for use in functional classification.

Finally, another one of our members, Lauren White, discusses Purdue University’s Records Project.
Enjoy the Spring  2014 issue of The Records Manager.

You can retrieve the current issue of the newsletter at

Please remember that the RMRT website can be found at

The newsletter archives can be found at

Would you like to contribute a paper, story, or event to the newsletter? Please go to this link and submit:


Lorette S.J. Weldon, The Records Manager Newsletter Editor

Librarians Using SharePoint (
Sunquam Hill  (

Welcome to Wine Dance County (

Newsletter Editor, The Records Manager (

Two Case Studies of Web Archiving for Records Management

This week, I’m building off of two Schedule posts from last fall: Meg on websites as records and Matthew on social media content as records, by sharing two quick case studies in web archiving from my current work.

For the past year, I’ve been involved in a project to increase historic knowledge and current documentation of student life at my institution. This spring, that project has focused on establishing relationships with student groups, analyzing their functions, activities and records, then scheduling immediate and future transfers to the archives. In other words, records management.

Continue reading