Past Initiatives and Guidance
Superseded OMB Guidance:
- Presidential Memorandum - Managing Government Records
- Managing Government Records Directive (M-12-18)
- Guidance on Managing Email (M-14-16)
Past Initiatives:
- E-Government Electronic Records Management Initiative
- NARA’s Electronic Records Project Summary Report FY 2005 – FY 2009
- RM Redesign/Strategic Directions
- Federal Agency Records Management Applications Studies
- A Report on Flexible Schedule Implementation by Federal Agencies 2008
- University of Maryland Recordkeeping Survey
Past NARA ERM Guidance
- Records Management Profile:
- Federal Enterprise Architecture (FEA) Records Management Profile, version 1.0
- Federal Enterprise Architecture (FEA) Records Management Profile: Electronic Records Management and Recordkeeping Requirements Checklists
- ERM E-Gov Initiative:
- Recommended Practice: Developing and Implementing an Enterprise-wide Electronic Records Management (ERM) Proof of Concept Pilot
- Guidance for Building an Effective Enterprise-wide Electronic Records Management (ERM) Governance Structure
- Recommended Practice: Evaluating Commercial Off-the-Shelf (COTS) Electronic Records Management (ERM) Applications
- Guidance for Coordinating the Evaluation of Capital Planning and Investment Control (CPIC) Proposals for ERM Applications
- Electronic Records Management Guidance on Methodology for Determining Agency-unique Requirements
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Existing E-mail Messages with Attachments
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Existing Permanent Electronic Records Scanned Images of Textual Records
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records DIGITAL PHOTOGRAPHIC RECORDS
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records RECORDS IN PORTABLE DOCUMENT FORMAT (PDF)
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records DIGITAL GEOSPATIAL DATA RECORDS
- Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records WEB CONTENT RECORDS
- Guidance on transferring electronic records to NARA
- Fast-track Guidance Products
- Context for Electronic Records Management (ERM)
- What is Electronic Recordkeeping (ERK)
- Why Federal Agencies Need to Move Toward Electronic Recordkeeping
- Preliminary Planning for Electronic Recordkeeping: Checklist for IT Staff
- Preliminary Planning for Electronic Recordkeeping: Checklist for RM Staff
- Typical Records Management [RM] Functions and Typical RM Program Activities
- Examples of System Functions for Electronic Recordkeeping (ERK) and Electronic Records Management (ERM)
- Survey of Baseline Organizational Information
- Analysis of Costs and Benefits for ERM/ERK Projects
- Managing Web Records
- NARA Guidance on Instant Messaging
- NARA Guidance on Digital Audio and Video Records
- NARA Guidance on Optical Storage Media
- NARA Guidance on Sustainable Formats for Electronic Records
- NARA Guidance on Electronic Signatures
- BPA Benchmarking Report