Transferring Records
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This class is intended for those users who enter and manage transfer requests (TR) and legal transfer instruments (LTI) in the ERA environment. It also covers transferring electronic records using the ERA packaging tool and submitting electronic records to NARA using hypertext transfer protocol secure or secure file transfer protocol (HTTPS or SFTP). The training is composed of Tutorials and Demonstrations as appropriate. Who should take this course? People fulfilling ERA roles of Transfer Approving Official, Transferring Official - NARA, Transferring Official - Agency, Agency Approving Official, Transfer Staff, Records Processer, NARA Receiving Manager, NARA Accessioning Manaager, and Electronic Transfer Staff. |
| Lesson 1 - Creating a Transfer Request | |||
|---|---|---|---|
| Tutorial | Demonstration | Guided Practice | |
| Lesson 2 - Submitting a Transfer Request to NARA | |||
|---|---|---|---|
| Tutorial | |||
| Lesson 3 - Preparing Files for Transfer Using the Packaging Tool (Agency) | |||
|---|---|---|---|
| Tutorial | Demonstration | Guided Practice | |
| Download Packaging Tool | |||
| Lesson 4 - Finalizing the Creation of a Package (Agency) | |||
|---|---|---|---|
| Tutorial | Demonstration | Guided Practice | |
| Lesson 5 - Transferring Electronic Files into ERA via HTTPS | |||
|---|---|---|---|
| Tutorial | Demonstration | Guided Practice | |
| Lesson 6 - Secure File Transfer Protocol | |||
|---|---|---|---|
| Tutorial | |||
| Course Evaluation and Certification | |
|---|---|
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Course completion certificate |


