Coffee Chat: Email Archiving!

Link to virtual meeting

February 19th 2pm- 3pm EST

Please join the Records Management and College & Universities Sections as they co-host our next coffee chat on the exciting topic of email archiving! Our fabulous chat guides will be Krista Oldham of Clemson University and Jessika Drmacich of Williams College. Come participate, listen, or just observe!

Teasers below!

Krista Oldham, Clemson University

A Record is a Record is a Record. Sound familiar? I bet that if you are a records manager, or have records management responsibilities, you have probably heard this phrase if you haven’t said it yourself. I can certainly say that I’ve used this phrase countless times when speaking with records creators about their digital records-especially email. During that conversation I inform them that emails, like paper records, need to be managed in accordance with federal and state laws and university policies. At some point, I also get to inform them that not all records are valued equally and the ones that, as the University Archivist, I am concerned about are the emails that have enduring value.  After this statement I am usually met with a “Well how do you do that?” or a “Do you have a system in place that takes care of all of that?” My response of late has been “We’re working on that.” Preserving emails is not a small undertaking. Email by its nature presents challenges to archival preservation including the variety of email message formats, message components, and the interrelationships between messages and attachments. Managing email at a large scale presents another significant challenge. Before identifying the technology/application(s) needed and developing workflows for email archiving, archivists and records managers should focus on having policies and partnerships in place to encourage compliance and buy-in from their record creators. For the past six months, the Records Management Team at Clemson University has been doing this type of work. At our next coffee chat I will share my experience and encourage conversation with attendees and their experience nurturing collaborative partnerships for email archiving. 

Jessika Drmacich, Williams College

Effectively navigating email collection, preservation, and access involves extensive work in the beginning of emails’ lifecycle. Institutional cultural change and building effective technical workflows are also crucial. At Williams College, email is considered record of the College as stated in our records policy; however, compliance for email as record is entirely another story (in other words, it’s super hard!). As Records Manager, I work with units helping them identify records and help guide records to their appropriate destination at the end of their life cycle. As digital resources archivist, I create access for and preserve digital materials. With these areas of focus with my work, I decided to start small in my venture to collect email as record. Working with a colleague in IT, we created a sustainable workflow for capturing both MBOX format and PDFs of email as artifact. Also, I worked with administration to be added to various all-campus listservs. This grouping of all-campus emails are now my first *email as record* accession. At our upcoming coffee chat I hope to discuss my own workflows, but also ponder:

  1. Is pdf format enough to capture email as artifact and record?
  2. Creating access for email collections: RATOM, EPADD.
  3. Incorporating access for embargoed emails. Example: preserved emails only available to a small section of campus?
  4. What about cultural shifts? How do we effectively advocate for email to be considered record at private institutions?
  5. Email in the time of Covid: more important than ever. Let’s reflect!

Records and Information Management Month Virtual Colloquium

For Records and Information Management month (April), the SAA Records Management Section is seeking proposals for 5-7 minute presentations on the topic of records management. If you are interested in presenting or participating please complete the following survey questions regarding the colloquium no later than Feb 17th, 2021. We will notify presenters the week of Feb 23rd, 2021. The date/time of the virtual colloquium will be shared at that time too!

The event will be free!

Send any questions or concerns to or committee chair, Jessika Drmacich (


Building Alliances – Coffee Chat Teaser

Building Alliances – Part 1, Where to Start? Join us January 8, 2021, time 1:00pm Central Time Register for the event here:

Ryan Leimkuehler, University Records Manager at Kansas State University and David Brown, Archivist and Head of Records Management Services as the U.S. Securities and Exchange Commission will hold a series of discussions on how to establish Archives and Records Management Programs through the formation of strategic cross organizational alliances. The goal of these discussions is to be interactive with our colleagues and the format is an initial discussion by Ryan and Dave that over the course of an hour expands to include those who have joined the event.

A typical discussion would go like this:

Dave: I think that one’s ability to forge cross organizational alliances is just as essential to successfully building and maintaining an archives and records management program as your professional knowledge and expertise. What do you think of that statement?

Ryan: I think it is critical that we form alliances and build bridges wherever possible. Just anecdotally, I have heard stories of records managers who can do very little outside of their core area because they are either not trusted or not understood across the organization. In my case with Kansas State University, a lot of this groundwork was already established, but I knew I needed to strengthen the ties and relevance to other areas outside of the University Libraries. To meet these ends we formed the Records and Information Management Committee (RIMC) and identified key offices across campus who should be represented such as: the office of the registrar, general counsel, faculty representation, office of research, human capital services, open records officer, and IT. Through this group, we established a foothold in critical offices and our work in developing retention schedules and improved efficiencies/training has justified our existence for other offices not represented on the records committee. I also developed a training program so we can meet offices ‘where they are’ and move them to ‘where we want them to be.’ So far it is Shared-Drive Clean-Up training and Records Management 101 with various on demand trainings upon request such as email management. Without this committee and our training activities, I do not believe we would be nearly as effective as we are right now and in full disclosure, we have a long way to reach every office on campus.

Dave: When starting a job in a new organization, for me, the two most important things to know about your records and information management program (RIM) are: 1) where you are; and 2) where you want to go. These two data points are your guideposts to how you are perceived and identifies the key organizational collaborators you need to engage to either enhance or change the perception of your program.

Ryan: I agree that those two data points are important in determining next steps in any RIM program. When I came onboard KSU I knew that I was the first records manager for the university. I also had some prior knowledge of the organization in my role as government records archivist for the Kansas Historical society. We collaborated on starting the process of updating their retention schedule that was passed in the 90’s and never updated since. So with that knowledge going into my position I knew I needed to leverage the Records and Information Management committee (RIMC) and develop a training program to justify our relevance and value we could offer to offices we worked with.  In the three years I have been at KSU we have updated most of the previous retention schedule and brought many unofficial retention schedules and policies up to date and made them official by working through the State Records Board.

An inventory of personal skills is also useful for a department of one, like myself, or of your team. In my case I know I am comfortable teaching/training and thus the training program made sense for me to pursue early on. I also know that I have various soft skills that are useful in repairing damage done or building new bridges.

From here, the discussion could go in many directions depending on the interactions of our colleagues. Some possible topics might be:

  • Who are the likely allies for you to target?
  • How do you repair any damage done to your program prior to your arrival?
  • Are there alliances you can build outside of your organization?
  • Have you had challenges dealing with some administration or departments who do not see our value? how can I change their minds?

Onboarding in the time of Covid-19

Jes Martell, of Penn State, discusses onboarding for her new records management position during the time of Covid-19:

There is no better feeling than nailing an interview and getting offered the position you were hoping for. Starting a new job is an exciting opportunity to explore your potential within a business, company, or institution, and yet the first few weeks in your new position often present a new set of challenges that you may not have necessarily planned to encounter. What will a day in this new job look like? How will I build relationships with my peers and co-workers? And, of course, what will the onboarding process and job training be like? When I accepted my job offer for the position of Records Center Specialist at the Pennsylvania State University in March of 2020, I had all of these same feelings and thoughts running through my head. Unbeknownst to me, I would face the obstacle of onboarding during a pandemic that was just around the corner. In this post, I will be sharing my experience stepping into my new role in Records Management during the time of COVID-19.  

Just after, I accepted my job offer, the governor announced a state-wide closure of all non-essential businesses. At this time, I wasn’t sure how this might affect my job offer at the University. The hiring manager was fully honest with me about the situation. Penn State University would be experiencing a hiring freeze and we were unsure what this would mean for my onboarding. While this possibility was scary to consider, I appreciated the transparency. Luckily, I made the cut-off and was able to be onboarded into the Office of Records Management team.  

The Records Center, which normally operates at full-time hours during the week, would be required to cut back operations to three days a week. On my first day at work, we began by establishing Records Center operations during COVID and implementing safety plans to help mitigate the spread of the virus. This included use of separate offices, use of personal protective equipment (PPE) such as masks and gloves, enhanced cleaning, maintaining physical distancing at all times of at least 6 feet or more, and video conferencing for all meetings. As a new employee, it was reassuring to know that my team would be taking all precautions to keep us safe during these uncertain times. As a large majority of my position requires physical labor, I was also able to observe and be trained on the physical aspects of my job, such as records destruction and operation of machinery, during my first week of work. 

The two days of the week that I wasn’t working on-site, I was assigned a laptop and webcam to work remotely. I never worked from home before, so I wasn’t sure what to expect. Being so new, I hoped that I would still be able to be productive and contribute to projects as part of the team. Working remotely those two days allowed me the time to complete the necessary University onboarding requirements such as HR remote document verification, selection of benefits, on-line lift training, and IT tech orientation. While working at home, I was also able to assist my team with a shared drive migration project. Each member of our team was assigned folders within the shared drive to review, after confirming that all records inside of those folders were still necessary to keep, I was responsible for moving the records from our previous file-sharing application, Box, to Microsoft SharePoint. We also used this time to review our Records Center website. I reviewed each page on our website and made notes about any suggestions that I had and we shared our edits as a team during our daily meetings. By the end of the first week, I was feeling much more confident in my ability to learn both on-site duties and be an active team member remotely. On Friday, April 3rd, we received notice that the Records Center would be shut down completely until further notice in response to COVID and would operate on an on-call request basis only.  

For the following 10 weeks, we made a few brief appearances at the Records Center once or twice weekly to provide access to records for life-sustaining services, such as Human Resources, University Health Services, and Penn State Law. I used those on-site opportunities to do as much hands-on work as possible in hopes that when we did return full-time, I would feel confident in my ability to successfully operate the Records Center. I felt optimistic that I would be able to learn the physical duties required of my position; the biggest mystery for me was learning Records Management. I did not have much of a background working in the field prior to this role, so I knew there would be a lot for me to learn.  

One of the most valuable tools that my team has been using during the remote work period is Microsoft Teams. We use the application for all meetings, including our daily morning meetings which give us the opportunity to touch base on projects, talk about current events, and get to know one another, as I had only met a few of my team members in-person once at this point. We also used Microsoft Teams to provide Records Management training for me on topics such as audits, litigation holds, University policies, records retention schedules and many others. My team invited me to consultation meetings with different departments at the University so that I could observe the retention schedule creation process for a variety of records. I was also included in meetings with departments we work closely with, such as Human Resources, Archives, and General Counsel, to introduce myself and ask any questions I had. In a way, I feel that the pandemic afforded me additional undivided attention for training sessions and opportunities to ask questions that perhaps I may not have had otherwise during what would typically be very busy weeks had we been working on-site. I felt surprisingly positive about how well I was able to learn remotely.  

By the beginning of June, our Team was feeling ready to return to on-site operations, so we submitted the required “PSU Return-To-Work” proposal for consideration and on June 10th, we were approved for a partial return-to-work schedule of 3 days per week for 6 hours per day. Although I was somewhat anxious returning on-site with the virus still very much present in Pennsylvania, I knew that my team was taking all precautions to keep me safe and it was always made very clear to me that if at any time I did not feel comfortable working on site, there would be no hesitation in accommodating my concerns. As a new employee, this was extremely comforting to me and it meant a lot knowing that the focus was not on productivity at this time, but instead on our health and safety as individuals.  

As of August 24th, the Records Center is open again and I have returned to work full-time alongside the Records Center Manager. With her guidance, I have become fully competent in my physical duties working on-site and, thanks to my entire team, I feel confident and knowledgeable in the space of Records Management. Stepping into a new job position in a remote environment presented me with many challenges but also a lot of opportunities for individualized training. In my opinion, the most valuable resource that I had while onboarding was my team. If you have a patient, supportive team dedicated to helping you grow and succeed then you too can survive onboarding, even in a pandemic! 

Resourceful Records Managers: Krista Oldham, University Archivist at Clemson University

The amazing Krista Oldham answers our records management focused questions!

Krista Oldham photo

What led you to choose your current career in Records Management?

I don’t want to say that I necessarily stumbled into records management as I think that archives and records management practice and theory are related and feed so much into each other, but I somewhat did. In my training as an archivist I had been exposed and knew records management theory, but records management was not part of my job responsibilities until I took the position at Haverford College as both the College Archivist and Records Manager. When I took the job I really was not expecting records management to appeal to me as much as it did. I was pleasantly surprised.

What is your educational background?

I earned both a B.A. and M.A. in History from the University of Arkansas, Fayetteville. I was enrolled in the Ph.D. program in History and after I wrapped up a good bit of my coursework, I came to the realization that I did not enjoy it anymore, that the career path to become a professor no longer interested me, and that I really loved working in the archives. At that point I think I had been working at the University of Arkansas Special Collections, first as a reading room assistant and then as an assistant archivist, for about six or seven years and decided that being an archivist was where my passion was and so I enrolled at the University of Tennessee, Knoxville where I got my M.I.S.

How did you first become interested in Records Management?

I first became truly interested in records management once I was thrown in to the deep-end of the process at Haverford. Having to develop and implement a institution-wide program forced me to become familiar with records management pretty quickly regardless if I was really truly interested or not. Through that process I began to really appreciate records management and realized that records management and archives are in many ways two sides of the same coin. Additionally, I discovered that there are structure and rules to records management that I really appreciate.

What is your role at your institution?

I am currently the University Archivist at Clemson University in South Carolina. In this role I provide leadership and expertise in the appraisal, acquisition, processing/descriptions, and the preservation of University records as well as supporting and promoting their use. I am also responsible for assisting in the development and administration of an institution-wide records management program.

What do you enjoy most about your job?

I most enjoy the educational component that comes with being a records manager. I thrive on empowering people through knowledge dissemination, and the training component that is essential to the successful implementation of a records management program allows me to do that. As an educator at heart, I find it very satisfying when I see people in our workshops or consultations get excited and talk about how they are going to take what they learned back to their office or department and that they know we are a resource for them. It puts a smile on my face.

What would you consider to be your career highlight or greatest success?

I would say that my greatest career achievement to date has been developing and implementing a records management program at Haverford College. I was the college’s very first records manager and I had to do a lot of preliminary work on raising the profile of records management at the college. I created an advisory group, developed policy and procedure documentation, conducted training and outreach, and collaborated on building out a web presence for records management. I was very fortunate to have multiple collaborators who were incredibly supportive during that process. Without their help and support none of it would have been successful. I have to admit that the records management program was not as far along as I would have liked it to have been, but I feel accomplished in the progress that was made and I know it was in a good place for my successor to make it into a great program.

What type of institutional settings have you worked in? Corporate? Government? Higher education? If more than one, how do they differ?

I have always worked at higher ed institutions- two research universities and one liberal arts college. All three have had very different environments and cultures. What has been consistent is the strong curricular tie/role that my position has been able to play in support of the institutions’ mission.

What advice would you give to an individual considering Records Management as a career?

Don’t be afraid to get your hands dirty. Having your practice rooted in theory is necessary, but all the theory in the world will not prepare you the same way that actual experience doing records management will. My other piece of advice is don’t be afraid or intimidated to ask questions. I am a strong believer in the premise that we as professionals do not have to know everything and we shouldn’t be expected to. The field changes so rapidly, and the environments/institutions and stakeholders so varied, it can be hard to keep up with, and be an expert on, everything. Just know that you are able to tap into networks of other professionals, and are able to draw on the breadth and depth of their collective knowledge. We are a collegial bunch and are here to help!

Do you belong to any professional organizations?

I do! Probably too many. I have been a member of the Society of American Archivists and ARMA the longest…years at this point. I am also a member of South Carolina Archival Association, Palmetto Archives, Libraries, & Museum Council on Preservation, and South Carolina Public Records Association (SCPRA). Additionally, I am a member representative for Clemson to the National Digital Stewardship Association.

Thoughts on the future of records management?

Opportunities abound! I think there is some really exciting things to come/continue to develop with artificial intelligence. Additionally, I think there opportunities for records managers to be able to assert their importance and elevate the role of records management at their instructions/organizations as more and more those places are reimagining what sorts of information (records, and data) are assets that have value that they want to capitalize on.

What do you perceive as the biggest challenges in the Records Management field?

I think the handling of born-digital records and digital preservation is and will continue to be a challenge for many records managers for some time. I also think that there will be some challenges that arise as more and more institutions embrace sustainable digital preservation practices.

Besides focusing on work, what are some of your other interests or hobbies?

I am an active shopper (mainly clothes and shoes), an avid consumer of reality TV, and a budding knitter.

Do you have a quote you live by?

“Don’t let the perfect be the enemy of the good” – Voltaire (I think…)



July 24, 2019 Hangout announcement: “Laboratories of democracy”

The next SAA Records Management Section Hangout will be on Wednesday, July 24, at 1:00 PM Eastern/12:00 noon Central/11:00 AM Mountain on our section’s YouTube page. Our topic is “Laboratories of democracy: Records management and the public at the state and local levels.”

Federal records issues have dominated the news for the last couple years. But on a daily basis, the records management decisions made by state and local government officials affects citizens’ daily lives in dramatic ways. While all Americans have similar access abilities to federal records, the enormous variation in records management practices and freedom of information laws between states and local governments mean that citizens in one jurisdiction might be able to access one set of records that citizens in another jurisdiction may not have the same ability to access.

All are welcome to join the Society of American Archivists Records Management section in a discussion with Sarah Jacobson (Texas State Library and Archives Commission) and Kathy Marquis (Wyoming State Archives) about transparency and public interest regarding records at the local and state levels. We will be monitoring the YouTube comments section and Twitter for questions for our speakers. Please use the #saarms hashtag on Twitter to ensure maximum visibility for your question, or leave it as a comment ahead of time at the RMS Blog. Look forward to seeing you there!

How (not) to schedule electronic messages: a case study/cautionary tale

Welcome to RIM Month! I have been promising/threatening my fellow Steering Committee members to write this post for a while now. My ability to write it, however, has been significantly impacted by the extent to which I have been absolutely BIFFING the process. Stakeholders have been angered; records management best practices/commandments have been violated; capstone models have been altered; hair has been pulled out in frustration; records managers have been called on the carpet*. The worst part is that it’s not even done! I’m at, at best, a holding pattern to a point where I can maybe, MAYBE submit a schedule to be approved by the state board next quarter. The frustration continues.

The tl;dr of the below: Scheduling electronic messages is COMPLICATED, particularly in the public sector. You are walking a fine line between the dictates of the historical record, the operational needs of the organization, the technical capacity of your IT department, and the political/legal considerations of the public officials affected. These four factors are, more often than not, diametrically opposed (yes, there’s four of them and they’re ALL diametrically opposed; that’s how complicated it is). I, frankly, did not walk the line very well. If we represent the hazards as shark tanks on all sides, I am currently on dry land, but bloody and scratched and missing some chunks. So: Learn from my mistakes! Don’t go charging in without considering the ramifications! This is a case where “better to ask forgiveness than permission” definitely does not apply.

This is, as per usual, going to be a long one; I’m probably breaking it up into at least 3 installments. For the purposes of this blog post (and what I was actually focusing on), I am going to refer specifically to scheduling text messages below, but the lessons learned can apply to emails, social media, and other forms of electronic communication as well (and, to a certain extent, to all formats of record). Read on after the jump.

*”Passive Voice is the refuge of scoundrels”—Unknown Continue reading “How (not) to schedule electronic messages: a case study/cautionary tale”

Building Out the MLIS: Beyond Records Management

One of my best friends is a proponent (albeit somewhat selectively) of radical honesty. Perhaps I’ve been spending too much time with him recently, but here goes: I have been contemplating a professional life beyond traditional records management. *RECORD SCRATCH*. Huh? Does he know what this blog is about?

Don’t get me wrong – I enjoy the archival and records management profession a lot. The work is interesting, challenging, and (most days) rewarding.  I’ve developed many friendships and connections over my eight years in the field, from which I’ve grown personally and professionally. I would consider myself fortunate to continue to advance within the field.

However, lately I’ve been wondering what the retention period is (had to folks) for someone in my position. As university records manager at a major research university, how do I advance? Am I making an impact? How can I prepare myself through training or further education to reach my career goals? What are those goals?

As archivists and records managers we do a good job of defining what types of training, experience or expertise professionals within the genre require – digital this, archival that, record thing this. Continuing to improve as a record keeping professional is top priority, certainly, and something I continue to desire. But do we talk enough about how to leverage our MLIS and similar degrees to position ourselves beyond the traditional boundaries of our professional genre?

I recently thought to myself “there have to be people who have naturally transitioned from archives and records management roles to something larger, right?” I figured it would be easy to identify degree or certificate offerings that would complement my MLIS. Wrong! I was surprised to find out that identifying appropriate professional development or educational opportunities that would supplement my existing MLIS-based skill set was more difficult than I thought. Note: I’m specifically not addressing opportunities like CRM, CRA, or IGP here, one because I want to push past our profession’s boundaries and two because my current institution offers wildly good tuition benefits.

I turned to SAA’s  RMS listserv for insight. Some common answers to my inquiry (what have you found to be professionally valuable in complementing a traditional MLIS-based skill set?) were as follows:

  • Business offerings (change management, organizational development, MBA)
  • Law or paralegal offerings
  • Project Management Certification (PMP or PMBOK)
  • Leadership Development
  • Information Governance Professional (IGP) via ARMA

This got me thinking even more. If I were to seek out professional opportunities that didn’t explicitly have “archives”, “records management”, or even “records” in the description, what would they be? What types of opportunities are we, allied recordkeeping professionals, even qualified for? Project management? Heck yeah. Grant writing. Instruction. Governance modeling. Policy creation. Donor Development.  Information management. You get the idea.

Admittedly, this is sort of a frightening thing to consider. I’m trained in this specific thing. I practice this specific thing. People know me (ok, some people) in the context of this specific thing. How could I leave that community, with shared interests and a collective sense of purpose? I’m not even entirely certain of the professional genre I would be interested in moving into if I put records management in the rearview.

That’s part of what makes thinking about expanding out of a traditional records management role or archival setting so difficult. Nevertheless, I find myself continuing to think critically about how one can effectively build out from the MLIS without starting over.  If necessary, how can one leverage the skill set acquired through archival and recordkeeping work into different professional genres? What types of training or degrees would allow this to happen in a successful way?

It’s a question I have yet to find a good answer for. Maybe you have?

Meet Your 2018-2019 Records Management Section Steering Committee

The Records Management Section (RMS) Steering Committee exists to direct and focus the annual business of the section, as well as to foster connections and professional growth amongst section members. Steering committee members participate in monthly conference calls, lead ad hoc initiatives, and contribute to the progress of the section throughout the annual cycle.

We encourage all RMS members to contact us directly with concerns, ideas, recommendations, or positives throughout the 2018-2019 cycle!

Alex J. Toner, Chair Toner

Alex is the University Records Manager at the University of Pittsburgh, where he has worked for five years. He provides guidance and consultation on institutional record keeping and best practices, manages the University’s contract with its off-site storage and destruction vendor, and is currently leading a campus-wide working group in revising the University’s general retention schedule and associated policies. Alex has been a RMS steering committee member for three years.

Courtney Bailey, Vice ChairBailey

Courtney has worked as a Records Analyst at the State Archives of North Carolina for five years.  In this position, she consults with state and local governmental agencies and universities on the creation, maintenance, and disposition of public records. She also works for the Traveling Archivist Program through the State Archives and serves on the publications board of the Society of North Carolina Archivists. Courtney has been an RMS steering committee member since 2015.

Eira Tansey, Immediate Past ChairEira-22-200x300

Eira has worked as the Digital Archivist/Records Manager at the University of Cincinnati’s Archives and Rare Books Library since 2013. She served as the RMS section’s Vice Chair/Chair between 2016-2018. She was previously elected to the 2014-2015 SAA Nominating Committee, and was recently appointed to SAA’s Committee on Public Policy for a three-year term. Eira has been an RMS steering committee member since 2014.


Holly Dolan, Steering Committee Member Dolan

Holly is the Records Preservation Manager for Denton County Records Management in Denton County, Texas. As a part of the Department of Technology Services, the Records Management Division provides consultation, policy and compliance review, and Records Center services for the county. Additionally, Holly specializes in outreach and training for her customers. This is Holly’s first year as a RMS steering committee member, and she is excited for the opportunity to contribute to the section.

Jessika Drmacich, Steering Committee Member

As the Records Manager and Digital Resources Archivist at Williams College, a small highly selective liberal arts college located in Williamstown Massachusetts, Jessika leads both the records management program as well as collection development and preservation for digital collections. Jessika is passionate about digital personal archiving, diversifying the archival record, and working with various groups at Williams. She has been a RMS steering committee member for two years.

Elizabeth Carron, Steering Committee Member

Elizabeth is the Archivist for Records Management at the Bentley Historical Library at the University of Michigan. The position was created two years ago and marked the launch of the institution’s Records Management Program. Although Elizabeth’s primary role is providing guidance and consultation on institutional record keeping and IG best practices, she’s deeply committed to raising public awareness about a variety of record keeping and archival topics. Elizabeth is currently serving her second year as a RMS steering committee member.

Hillary Gatlin, Steering Committee Member

Hillary is the Records Manager at Duke University. As part of the University Archives, Hillary works with departments and offices to identify, transfer, and preserve Duke University’s historical and business records. Hillary has been a RMS Steering Committee Member since 2015.

Brad Houston, Steering Committee Member

Brad is the the City Records Officer for the City of Milwaukee, Wisconsin. Previously, Brad served as the University Records Archivist at the University of Wisconsin-Milwaukee. He has given numerous presentations on born-digital records, digitization, and research data management for a variety of user groups. Brad served on the 2018 SAA Conference Program Committee and is active in MAC. From 2011-2014, he served as chair of the Records Management Section, and has been a RMS steering committee member for nearly 10 years.

Ivy West, Steering Committee Member

Ivy is the Digital Curator, Archivist, and Manager of Records at the Johns Hopkins University – Applied Physics Laboratory. Ivy also works as a Research Librarian at Trinity Washington University.  At JHU/APL, Ivy utilizes her knowledge of archives and library research tools to access monographs, serials, photographs, and geospatial information. In addition, she performs research, and retrieves and attaches metadata to a collection of military, science and defense related records. She previously worked at the Library of Congress. Ivy has been a RMS steering committee member since 2017.

Next RMS hangout: Records Managers Outside of Archives speak up!

After a few months’ hiatus, the Records Management Section Hangout Series is back!

On Thursday, March 29 at 12:00 CDT, join members of the RMS steering committee in a discussion on ““What RMs Want: Records Managers On What They Wish Archivists Knew About Them (And Vice-Versa)”. Experienced records managers Dennis Larsen (retired, formerly Records Manager for the University of Wisconsin-Colleges and Extension) and Connie Schumacher (Content and Records Manager, Argonne National Laboratories)  will answer questions about their experiences in records management environments in which archivists are removed from the immediate administrative hierarchy, but still interact with the records management staff to fulfill organizational and research mandates. Records Managers in such environments often have very different concerns and priorities than records managers also working as or under an archivist. During the hangout, we will examine those priorities and determine how archivists can work to help meet them, as well as how these different perspectives can benefit an organization’s archival program. (As a municipal records manager under the Milwaukee City Clerk but with working relationships with at least two different City archival or quasi-archival repositories, I will weigh in on this as well!)

To tune in live to the hangout, please visit the YouTube watch page; following the discussion, the recording will be available at that same URL. RMS staff will be monitoring the page feed and social media for questions for our speakers; please use the #saarms hashtag on Twitter to ensure maximum visibility for your question, or leave it as a comment ahead of time at the RMS Blog. Look forward to seeing you there!