Federal Records Management

Records Management Training Videos and Webinars

This page contains videos that may be completed from this page. Select the title of the video. Please send an email to rmt1@nara.gov to request a copy of videos that you want to load into your learning management system.

* Please note that the table below is searchable and sortable, click on any of the header cells to sort by that column:

Code Title Description
V1.001 A How-To Guide for Completing NARA's Records Management Self Assessment

This briefing provides tips on completing the NARA Self Assessment.

Length: 23:43

V1.002

Access Restrictions: Their Importance and Impact on the Transfer of Permanent Records

This briefing is part of a series discussing the importance and impact of transferring permanent records to NARA.

Length: 37:00

V1.003 Capstone Email Management Implementation: Technical Perspective

This briefing provides the technical aspects from various agencies on how they adopted the Capstone approach. 

Length: 1:14:26

V1.004 Capstone Legal Briefing

This briefing is intended for legal offices and federal agencies who are considering adopting the Capstone approach.

Length: 10:41

V1.005 Capstone: A New Approach to Managing Email Records

This briefing discusses the issuance of the Capstone approach by NARA based upon the Managing Government Records Directive which states all email records must be managed electronically by December 31, 2016.

Length: 1:17:40

V1.006 Capstone: A New Approach to Managing Email Records: NARA's Internal Implementation

This briefing is an informational session on how NARA implemented the Capstone approach and provides users with the necessary steps taken and NARA's lessons learned. 

Length: 43:39

V1.007 Capstone's Managers' Briefing 

This short briefing is intended for managers in federal agencies who would like to understand the Capstone approach.

Length: 10:38

V1.008 Classified Records Transfer Checklist

This briefing discusses the National Declassification Center which discusses the form 14130 Classified Records Checklist.  The session answer questions on how and why we use this form.

Length: 45:45

V1.009 Summer School for Records Coordinators, What is an Inventory? :  Session 1 

This is the first in a four-part series on Records Series Inventory intended for records coordinators.  Session 1 will focus on how to plan and conduct an inventory.

Length: 5:51

V1.010

 

Summer School for Records Coordinators, Planning the Inventory Session 2

This is the second in a four-part series on planning for the Inventory. 

Length: 7:19

V1.011 Summer School for Records Coordinators, Conducting the Inventory: Session 3

This is the third in a four-part series for records coordinators.  The focus will be conducting the inventory.

Length:14:29

V1.012 Summer School for Records Coordinators, Next Steps and Followup: Session 4

This video is the 4th and final session designed for records coordinators and Inventory.

Length: 5:18

V1.013 Controlled Unclassified Information

This NARA briefing shares updates from the controlled unclassified program.

Length: 56:38

V1.014 Creating and Using File Plans

This webinar introduces the file plan as a useful tool in records management.  

Length: 47:44

V1.015 Discussion of Records Management Program Inspection Techniques

This briefing answers questions on the NARA oversight program.  

Length: 15:18

V1.016 Electronic Records Management 101: From Planning to Deployment

This briefing is presented by LEXMARK which discusses electronic records planning and deployment for Federal agencies.  

Length: 20:41

V1.017 ERA Transferring Records Online Training

This online course is intended for federal users who enter and manage transfer requests (TR) and legal transfer instruments (LTI) in the ERA.

Length: 

V1.018 ERA Schedule Records Bootcamp - Part 1

This webinar discusses the processes involved in using the NARA ERA system.  

Length: 1:40:50 

V1.019 ERA Video FAQs (Scheduling and Transferring Records)-Part 2 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).
V1.020 Explanation of Frozen and Legal Holds as they Pertain to Permanent Records

This NARA webinar discusses legal holds and frozen records.  

Length: 38:25

V1.021 Finding the Gaps: Locating and Reporting Unscheduled Records

This brief discusses Presidential Memorandum item 2.5 requirements which relate to unscheduled records.

Length: 28:00

V1.022 Folder Title List: Transferring Your Permanent Paper Records

This presentation discusses the "how" to transfer permanent records to NARA.

Length:50:46

V1.023 Guidance on Managing Social Media Records

This seminar introduces and explains NARA guidance on media and social records.

Length: 43:37

V1.024 Let's Get Organized! Setting up your Electronic Files

This seminar offers tips on getting your electronic files organized.

Length: 25:31

V1.025 Managing Content on Shared Drives

Outline the records management implications, challenges and the benefits of organizing and managing content on shared drives.

Length: 41:38

V1.026 Records Management Guidance for Political Appointees

Describes the records management responsibilities political appointees should be aware of when entering, working in, and leaving Federal service.

Length: 5:46

V1.027 Records Management Training for Federal Agencies

This seminar discusses records management training available for federal agency records officers and other records management staff.

Length: 54:22

V1.028 The Case for Records Management: Issues for Legal Counsel - Part 1

This webinar discusses the key points in Federal statutory and regulatory requirements and legal specifics.

Length: 1:25:40

V1.029 The Case for Records Management: Issues for Legal Counsel - Part 2

This webinar discusses the role of legal counsel in a federal agency's record-keeping program.

Length: 1:12:58

V1.030 NARA Transfer Guidance 2014

Recording highlights the key changes including new categories of electronic records to new file formats.

Length: 32:10

V1.031 Transfer Guidance Revision Project: Identifying "Fit-for-Purpose" Formats

This webinar discusses the transfer guidance revision project.  The focus is on permanent records created in the federal government.

Length: 39:03

V1.032

Using ERA for FRC Annual Move

This briefing discusses "how to submit your request in ERA"

Length: 1:53:49

V1.033

Withdrawing Permanent Federal Records from an FRC

This webinar discusses the steps in withdrawing permanent Federal records from an FRC.

Length: 41:08

V1.034

Word of the Week: File Plan

This short webinar defines "File Plan"

Length: 6:08

V1.035

Word of the Week: Lifecycle

This short webinar defines "Lifecycle"

Length:5:20

V1.036

Word of the Week: Nonrecord

This short webinar defines "Nonrecord"

Length: 6:35

V1.037

Word of the Week: Personal Papers

This short webinar defines "Personal Papers"

Length: 2:51

V1.038

Word of the Week: Record

This short webinar defines "Record"

Length: 5:01

V1.039

Word of the Week: Records Schedule

This short webinar defines "Records Schedule"

Length:6:48

V1.040 Chief FOIA Officers Council

The session provides updates on their charge to develop, identify and coordinate FOIA compliance and efficiency throughout the federal government.

Length: 1:18:49

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