Articles
161 articles across 13 topic areas.
Records Management Fundamentals
Topic hub →Building Records Management Awareness and Training
A records program only works if people follow it. Here's how to build awareness and training that actually change behavior — not just a once-a-year checkbox.
Common Records Management Myths
From 'keep everything to be safe' to 'the cloud handles it,' records management is full of costly misconceptions. Here are the most common myths — and the reality.
Physical vs. Electronic Records
Paper and electronic records share the same lifecycle but pose different management challenges. Here's how they compare and why most programs must manage both at once.
Record Copy vs. Convenience Copy
The record copy is the official version managed under your schedule; convenience copies are duplicates kept for ease of use. Knowing the difference prevents both clutter and lost records.
Roles in a Records Program: Who Does What
A records program works when responsibility is clear — from a records officer and executive sponsor to record liaisons and every employee. Here's who does what.
What Is a Recordkeeping System?
A recordkeeping system is the whole apparatus — people, policies, processes, and technology — that captures and manages records as trustworthy evidence. It's more than software.
Records vs. Non-Records: Drawing the Line
Not everything you create is a record. Knowing the difference between records and non-records is the first decision in the lifecycle — and a common source of risk.
Why Records Management Matters: Risk, Cost, and Accountability
Good records management reduces legal risk, controls cost, ensures compliance, and preserves institutional memory. Here's the business case for doing it well.
The Records Lifecycle: From Creation to Disposition
Every record moves through a predictable lifecycle — creation, active use, maintenance, and disposition. Understanding each stage is the key to managing records well.
What Is a Record? A Plain-Language Definition with Examples
A record is recorded information that documents an organization's activities and obligations. Learn what counts as a record, what doesn't, and why the distinction matters.
Retention & Disposition
Topic hub →Big Bucket vs. Granular Retention Schedules
A practical comparison of big bucket and granular retention scheduling, weighing compliance precision against usability, defensibility, and the realities of electronic records.
Documenting Destruction: Certificates and Logs
How destruction certificates and disposition logs prove records were destroyed under authority, what they capture, and why defensible documentation matters.
Event-Based vs. Time-Based Retention
An in-depth comparison of time-based and event-based retention triggers, how they work in records schedules, and how to apply each correctly.
How Legal Holds Suspend Disposition
An in-depth explanation of how legal holds override retention schedules to suspend the disposition of records subject to litigation, audit, or investigation.
Records Storage: On-site, Off-site, and Cloud
A principle-based guide to choosing among on-site, off-site, and cloud records storage and balancing access, cost, security, and retention obligations.
Setting Retention Triggers and Cutoffs
How records managers define event-driven and time-driven retention triggers and cutoffs so files are filed, closed, and dispositioned consistently.
Superseded and Obsolete Records
How records management programs identify, retain, and dispose of superseded and obsolete records under approved schedules without destroying anything that still has value.
The Cost and Risk of Over-Retention
Why keeping records longer than required raises legal, privacy, security, and cost exposure, and how disciplined disposition reduces organizational risk.
How to Appraise Records: Value-Based Retention Decisions
Appraisal is the judgment that determines how long records are kept and whether any are permanent. Here's how to weigh administrative, legal, fiscal, and historical value.
Records Disposition Methods: Destroy, Transfer, Preserve
When records reach the end of their retention period, disposition takes one of three forms — destruction, transfer, or permanent preservation. Here's how each works.
The General Records Schedule (GRS) Explained
The GRS provides government-wide retention authority for records common to most federal agencies. Here's what it covers, how agencies use it, and why it exists.
Defensible Disposition: Destroying Records the Right Way
Disposing of records isn't just deleting them. Defensible disposition means routine, documented, authorized destruction — with holds that stop it when litigation looms.
Conducting a Records Inventory: A Practical Guide
A records inventory is the survey of what records you have, where they live, and in what volume. It is the foundation of every retention schedule. Here's how to do one.
How to Build a Records Retention Schedule: A Step-by-Step Guide
A practical walkthrough of creating a defensible records retention schedule — inventory, appraisal, setting retention periods, approval, and maintenance.
Federal Records Management
Topic hub →Capstone Email in Federal Agencies
How the Capstone approach lets federal agencies manage email as records by role rather than message-by-message, and how it ties into NARA policy.
Federal Agency Records Programs Under 36 CFR
An educational overview of how federal agencies build records programs under 36 CFR, covering responsibilities, scheduling, electronic records, and NARA oversight.
M-19-21: The First Electronic Records Mandate
M-19-21 was the federal directive that first set agencies on the path to managing all records electronically, laying the groundwork for later mandates.
NARA Digitization Standards for Permanent Records
An overview of how NARA governs the digitization of permanent federal records, including imaging requirements, metadata, validation, and transfer expectations
Permanent vs. Temporary Federal Records
How federal agencies distinguish permanent from temporary records, how that status is set through appraisal and scheduling, and why it matters.
The Presidential Records Act Explained
A plain-language guide to the Presidential Records Act, explaining how it makes White House records public property under NARA stewardship.
The SAORM Role in Federal Agencies
How the Senior Agency Official for Records Management directs, oversees, and is accountable for an agencys records program under federal law and NARA policy.
Unauthorized Destruction of Federal Records
An overview of what unauthorized destruction of federal records means, why it is unlawful, how it happens, and how agencies prevent and respond to it.
NARA's Role in Federal Recordkeeping
The National Archives both preserves the government's permanent records and oversees how every federal agency manages its records. Here's what NARA does and why it matters.
Scheduling Agency Records with NARA
Federal agencies must get authority to keep or destroy their records by scheduling them with the National Archives. Here's how records scheduling works and why it's mandatory.
The Federal Records Act Explained
The Federal Records Act is the foundational U.S. law requiring agencies to create, manage, and preserve records — and to dispose of them only under NARA-approved authority. Here's how it works.
The Universal ERM Requirements and FERMI
NARA's Universal Electronic Records Management Requirements — established under FERMI — are the modern federal reference that replaced NARA's endorsement of DoD 5015.2. Here's what they are.
Transferring Permanent Records to the National Archives
Federal records appraised as permanent are eventually transferred to NARA. Here's how the transfer process works and why electronic transfer is now the rule.
Understanding OMB/NARA Memorandum M-23-07: The Move to Electronic Records
M-23-07 directs U.S. federal agencies to manage all records electronically. Here's what the mandate requires, the key deadlines, and what it means in practice.
Electronic Records Management
Topic hub →Capturing Records from Line-of-Business Systems
Many records live in databases and applications — ERP, CRM, case management — not in document repositories. Here's how to bring those records under management.
File Plans and Classification
A file plan is the classification scheme that organizes records into categories tied to retention rules. Here's how to design one that people — and automation — can actually apply.
Format Obsolescence and Digital Continuity
Digital records can become unreadable as formats and software age. Digital continuity is the practice of keeping records usable over time. Here's how format obsolescence happens and how to prevent it.
Metadata for Electronic Records
Metadata is what makes an electronic record findable, understandable, and trustworthy. Here are the kinds of metadata records need and why capturing it early matters.
Managing Records in SharePoint
SharePoint is where many organizations' records now live — but it isn't a records program by itself. Here's how to manage records well in SharePoint and Microsoft 365.
Managing Records in Microsoft Teams and Slack
Collaboration platforms like Teams and Slack generate records — chat, channels, files, and decisions. Here's how to manage them as records instead of letting them slip through the cracks.
What Makes an Electronic Record Trustworthy
A trustworthy electronic record preserves its content, context, and structure, with metadata and controls that prove authenticity and integrity. Here's what that takes in practice.
Managing Records in Microsoft 365 and Cloud Systems
Records increasingly live in M365, Google Workspace, and other cloud platforms. Managing them takes a deliberate strategy — not an assumption that the platform does it for you.
Auto-Classification: Letting the System File Your Records
Auto-classification uses rules and machine learning to file records against a retention schedule automatically, solving records management's hardest problem — capture at scale.
Electronic Records Management Systems (ERMS): What They Do
An ERMS captures, classifies, secures, and disposes of electronic records under a retention schedule. Here's what these systems do and what to look for.
Information Governance
Topic hub →E-Discovery and Information Governance
Good information governance makes e-discovery faster, cheaper, and less risky. Here's how the two connect — and why disposing of what you don't need is e-discovery cost control.
Information Governance Maturity: From Ad Hoc to Optimized
Information governance programs evolve through maturity levels. Here's what the stages look like and how to move from reactive, ad hoc practices to a managed, optimized program.
Privacy, Security, and Records: The Information Governance Intersection
Records management, privacy, and security overlap constantly. Here's how they intersect — and why governing them together beats running them as separate silos.
ROT Remediation: Cleaning Up Redundant, Obsolete, and Trivial Data
Most organizations are buried in ROT — redundant, obsolete, and trivial data. Here's how to clean it up defensibly to cut cost and risk without destroying anything you must keep.
The Information Governance Reference Model (IGRM) Explained
The IGRM is a framework showing how information governance unites business, legal, RIM, IT, and privacy/security across the information lifecycle. Here's how to read and use it.
Building an Information Governance Program: Roles and Accountability
An information governance program needs executive sponsorship, a cross-functional body, clear policy, and defined roles. Here's how the pieces fit together.
Information Governance vs. Records Management: What's the Difference?
Records management is a core part of information governance — but governance is broader, uniting records, privacy, security, and e-discovery under one accountable framework.
E-Discovery & Litigation Readiness
Topic hub →Collection and Chain of Custody for ESI
How to collect electronically stored information and document chain of custody so it stays defensible, authentic, and admissible in litigation and investigations.
Cross-Border E-Discovery and Data Privacy Conflicts
How conflicting national data privacy laws complicate cross-border e-discovery, and the principles records managers use to reconcile preservation, production, and protection.
Custodian Interviews and Data Mapping for Litigation
How custodian interviews and data mapping work together to scope, preserve, and collect electronically stored information defensibly in litigation.
Defensible Deletion and E-Discovery Risk
How defensible deletion programs and litigation hold obligations intersect, and how disciplined disposition reduces e-discovery cost and legal risk.
Early Case Assessment in E-Discovery
A practical guide to early case assessment in e-discovery, explaining how organizations scope, cost, and strategize litigation before full document review.
The Electronic Discovery Reference Model (EDRM)
A plain-language guide to the Electronic Discovery Reference Model, its nine stages, and how it connects e-discovery to records management and information governance.
Forms of Production for Electronically Stored Information
How electronically stored information is produced in litigation and disclosure, covering native, near-native, image, and paper forms and their tradeoffs.
Legal Holds and the Duty to Preserve
A principle-based guide to legal holds and the common-law duty to preserve, explaining when it triggers, what it covers, and how to defend it.
The Meet and Confer Conference and ESI Protocols
A practical guide to the meet-and-confer conference and the ESI protocols that govern scope, format, search, and preservation in electronic discovery.
Privilege Review and Privilege Logs
How privilege review identifies protected material in e-discovery and how privilege logs document withheld documents under the Federal Rules of Civil Procedure.
Processing and De-Duplication of ESI
How electronically stored information is processed, filtered, and de-duplicated during ediscovery to reduce review volume while preserving defensibility and metadata.
Proportionality in E-Discovery
How proportionality limits the scope and cost of e-discovery, balancing the value of evidence against the burden of producing it.
The Sedona Principles and Cooperation
How The Sedona Principles and the Cooperation Proportionality framework shape defensible, good-faith e-discovery and electronic records governance.
Spoliation and Sanctions in E-Discovery
A principle-based guide to spoliation, the duty to preserve electronically stored information, and the sanctions courts impose when evidence is lost.
Technology-Assisted Review (TAR) and Predictive Coding
How technology-assisted review and predictive coding use machine learning to find relevant records faster and more defensibly in e-discovery and large reviews.
FOIA & Public Records
Topic hub →Annual FOIA Reports and the Chief FOIA Officer
How federal agencies produce Annual FOIA Reports and the role of the Chief FOIA Officer in overseeing compliance, performance, and proactive disclosure.
The Deliberative Process Privilege (Exemption 5)
A plain-language guide to FOIA Exemption 5's deliberative process privilege, what it protects, its limits, and what records managers should know.
Expedited Processing Under FOIA
A plain-language guide to expedited processing under the federal Freedom of Information Act, covering the legal standard, how to request it, and agency obligations.
FOIA Backlogs and How Agencies Manage Them
A practical guide to why FOIA request backlogs build up at federal agencies and the operational, technical, and policy tactics used to reduce them.
The Privacy Exemptions: (b)(6) and (b)(7)(C)
A practical guide to FOIA Exemptions (b)(6) and (b)(7)(C), the personal-privacy protections, how agencies balance privacy against public interest, and why recordkeeping matters.
Glomar Responses: Neither Confirm Nor Deny
A complete guide to the FOIA Glomar response, the refusal to confirm or deny records exist, including its origins, legal basis, limits, and recordkeeping implications.
How Recordkeeping Drives FOIA Timeliness
Why disciplined recordkeeping is the hidden engine behind on-time FOIA responses, and how schedules, metadata, and ERM practices shorten search and review.
OGIS: The FOIA Ombudsman and Mediation
OGIS is NARA's FOIA Ombudsman, offering mediation between requesters and agencies and reviewing FOIA compliance across the federal government.
Proactive Disclosure and FOIA Libraries
How proactive disclosure and FOIA libraries let agencies publish records before they are requested, and the records management practices that make them work.
Redaction Best Practices for FOIA Releases
A principle-based guide to redacting FOIA releases correctly, covering exemptions, tools, segregability, metadata risks, and quality review to prevent disclosure failures.
FOIA Fees and Fee Waivers
FOIA allows agencies to charge limited fees that depend on the requester's category — and to waive them when disclosure serves the public interest. Here's how fees and waivers work.
The FOIA Appeal Process
If a FOIA request is denied or only partly granted, requesters have the right to appeal. Here's how administrative appeals work, the role of OGIS, and going to court.
State Public Records Laws: How They Differ from FOIA
Every U.S. state has its own public-records law. They share FOIA's spirit of openness but differ in scope, exemptions, deadlines, and who can request. Here's what to know.
The Nine FOIA Exemptions Explained
The Freedom of Information Act presumes disclosure but allows withholding under nine exemptions. Here is what each one protects and how agencies apply them.
The FOIA Request Lifecycle: From Intake to Release
A FOIA request moves through intake, search, review, redaction, and release. Understanding each step shows why good recordkeeping is the foundation of timely disclosure.
Declassification & Classified Records
Topic hub →Classification Challenges by Authorized Holders
An educational overview of how authorized holders formally challenge the classification status of national security information and the protections involved.
Equities and Referrals in Declassification
How agencies identify other parties' classified interests (equities) and route documents through referrals during declassification review.
How Declassification and FOIA Interact
How classified records and FOIA requests intersect, including exemptions, mandatory and automatic declassification, and the agencies that govern both.
The Interagency Security Classification Appeals Panel (ISCAP)
A plain-language guide to the Interagency Security Classification Appeals Panel, the body that decides classification challenges, declassification reviews, and exemption appeals.
Marking Classified and Declassified Documents
A principle-based guide to how classified and declassified documents are marked, including portion marking, declassification instructions, and downgrading.
The National Declassification Center (NDC)
An overview of the National Declassification Center, NARA's hub for coordinating and streamlining declassification review of historically valuable federal records.
Original vs. Derivative Classification
How original and derivative classification differ, who may perform each, and why derivative decisions must faithfully carry forward existing markings.
Systematic Declassification Review Explained
An educational guide to systematic declassification review, the time-triggered process agencies use to evaluate permanently valuable classified records for public release.
Automatic Declassification at 25 Years
Most classified records of permanent historical value are automatically declassified at 25 years unless a specific exemption applies. Here's how the 25-year rule works.
Controlled Unclassified Information (CUI) Explained
CUI is sensitive but unclassified federal information that requires safeguarding and consistent handling. Here's what the CUI program is and how it relates to records management.
Executive Order 13526 Explained
Executive Order 13526 is the framework governing how the U.S. government classifies, safeguards, and declassifies national security information. Here's what it sets out.
Mandatory Declassification Review (MDR) Explained
MDR lets any member of the public ask an agency to review a specific classified record for release. Here's how it works, how to use it, and how it differs from FOIA.
Classification Levels and Markings Explained
National security information is classified Confidential, Secret, or Top Secret, with specific marking rules. Here's what the levels mean and how markings drive declassification.
How Declassification Works: Automatic, Mandatory, and Systematic Review
Classified records are released through three pathways — automatic declassification, mandatory declassification review, and systematic review. Here's how each works.
Compliance & Standards
Topic hub →FERMI: The Federal Electronic Records Modernization Initiative
A plain-language guide to FERMI, NARA and OMB's effort to modernize federal electronic records management through shared standards, requirements, and acquisition tools.
ISO 30300: Management Systems for Records
ISO 30300 is the international management-system standard for records, applying a high-level management approach so recordkeeping is governed like quality or security.
The NARA Federal Records Management Self-Assessment
A plain-language guide to NARA's annual Federal records management self-assessment, including what it measures, how agencies report, and how results shape oversight.
Records Management Metrics and KPIs
A practical guide to records management metrics and KPIs, covering what to measure, how to build a balanced program, and how to tie indicators to compliance.
Trustworthy Digital Repositories: OAIS and ISO 16363
How OAIS and ISO 16363 define and audit trustworthy digital repositories that preserve authentic, usable records over the long term.
The Universal ERM Requirements: A Deep Dive
A detailed look at how NARA's Universal ERM Requirements are structured, what functional capabilities they cover, and how agencies and vendors apply them.
Building an Audit-Ready Records Program
Compliance is something you demonstrate, not just claim. Here's how to build a records program that can prove its records are trustworthy and properly managed when an auditor asks.
Audit Trails: How You Prove Recordkeeping Compliance
Standards and laws are demonstrated through evidence. Audit trails — the record of who did what to a record and when — are how an organization proves its recordkeeping is trustworthy.
ISO 15489 and ISO 16175: The International Records Standards
ISO 15489 defines the principles of records management; ISO 16175 sets functional requirements for records in digital environments. Together they frame trustworthy recordkeeping worldwide.
DoD 5015.2 Explained: The Records Management Standard
DoD 5015.2 long defined the functional requirements for U.S. government records management software and became a de facto baseline — until NARA revoked its endorsement in 2022. Here's what it covers and where it stands now.
Email & Messaging Records
Topic hub →Capturing Chat from Collaboration Platforms
How to identify, preserve, and manage chat and channel messages from collaboration platforms as federal and organizational records.
Disappearing and Ephemeral Messaging Apps
How records management principles apply to disappearing and ephemeral messaging apps, where auto-deletion collides with retention, FOIA, and litigation duties.
Email Journaling vs. Mailbox Capture
A practical comparison of email journaling and mailbox capture as methods for preserving messages as records, with their tradeoffs and governance implications.
Encryption and Email Record Integrity
How encryption protects and complicates email records, and how to preserve integrity, accessibility, and authenticity across an email record's full lifecycle.
Migrating Legacy Email Archives
A principle-based guide to planning, executing, and validating the migration of legacy email archives while preserving recordkeeping integrity.
Mobile Messaging and Recordkeeping Policy
How organizations govern text messages, chat, and other mobile messaging as records through policy, capture, retention, and legal-hold practices.
BYOD and Personal-Device Recordkeeping
When employees use personal phones for work, business records end up on devices the organization doesn't control. Here's how to manage recordkeeping in a BYOD world.
Email Archiving vs. Records Management
An email archive captures and stores messages; records management governs which are records and how long to keep them. They overlap but aren't the same — here's the difference.
Email Retention Strategies
Email is the largest source of records in most organizations — and the hardest to retain well. Here are the main strategies, from role-based Capstone to retention by content.
Managing Text Messages as Records
Text messages are records when they document business — and regulators have penalized organizations that failed to capture them. Here's how to manage texts as records.
Managing Social Media as Records
Government and organizational social media posts can be records subject to retention and disclosure. Here's why social media is a recordkeeping concern and how to capture it.
Off-Channel Communications: Lessons from Recent Enforcement
Regulators have fined firms heavily for business conducted on unmonitored texting and messaging apps. The lesson for everyone: capture business communications wherever they happen.
Managing Email as Records: The Capstone Approach
Capstone is NARA's role-based approach to email records — capturing senior officials' email as permanent and applying time-based retention to the rest. Here's how it works.
Privacy, PII & Data Protection
Topic hub →Breach Notification and the Role of Records
How records management underpins breach notification, from detecting what data was exposed to proving timelines, scoping affected individuals, and documenting the response.
Data Minimization in Practice
A practical guide to data minimization for records managers, covering disposition, retention schedules, and reducing personally identifiable information across the lifecycle.
De-Identification and Anonymization of Records
An educational guide to de-identification and anonymization of records, covering techniques, re-identification risk, retention implications, and governance.
The GDPR Right to Erasure and Records Retention
How the GDPR right to erasure interacts with records retention obligations, and how organizations reconcile deletion demands with lawful recordkeeping.
Privacy by Design in Recordkeeping
How privacy by design embeds proportionality, minimization, retention discipline, and access controls into recordkeeping systems from the start rather than as an afterthought.
Privacy Impact Assessments (PIAs)
A practical guide to Privacy Impact Assessments — what they evaluate, when to conduct them, and how PIAs intersect with records management and retention.
Responding to Data Subject Access Requests (DSARs)
A practical guide to handling data subject access requests, covering intake, identity verification, search and retrieval, redaction, and timely response under privacy law.
Securing Records That Contain PII
How records managers protect personally identifiable information across its lifecycle using classification, access controls, encryption, retention limits, and secure disposition.
System of Records Notices (SORNs) Under the Privacy Act
A practical guide to System of Records Notices (SORNs), the public notices agencies must publish under the Privacy Act before maintaining records retrieved by personal identifier.
The Privacy Act of 1974 Explained
The Privacy Act governs how federal agencies collect, maintain, use, and disclose records about individuals — and gives people rights to access and amend their own records.
Understanding PII: What Counts and Why It Matters
Personally identifiable information is any data that can identify a specific person. Here's what counts as PII, why some is especially sensitive, and how it shapes recordkeeping.
Records Management and Privacy Laws: GDPR, State Laws, and Retention
Privacy laws like GDPR and U.S. state acts grant rights to access and delete personal data. Meeting them depends on knowing what you hold and disposing of it on schedule.
Records Retention and Privacy: Why Keeping Less Is Safer
Retention schedules and privacy law share a goal — don't keep personal data longer than necessary. Aligning the two reduces both compliance risk and breach exposure.
Digitization & Imaging
Topic hub →Digitizing Fragile and Bound Materials
How to digitize fragile, brittle, or tightly bound records safely while still producing trustworthy, standards-based digital surrogates.
Disposing of Source Records After Digitization
Reclaiming space after scanning depends on disposing of the paper originals — but only when the digitization meets standards and the disposal is authorized. Here's how to do it right.
Imaging Formats for Preservation
The file format you scan to determines whether digitized records remain usable for decades. Here's how to choose preservation-friendly imaging formats.
In-House vs. Outsourced Digitization
A principle-based comparison of in-house and outsourced digitization programs, covering cost, control, quality, security, capacity, and governance trade-offs.
Metadata Capture During Digitization
How records programs capture descriptive, technical, and administrative metadata during digitization to keep scanned records trustworthy, findable, and usable.
OCR and Searchable Records
Optical character recognition turns scanned images into searchable, usable text. Here's what OCR does, where it helps, and its limits for records management.
Planning a Digitization Project
A successful digitization project starts with the end in mind — goals, standards, metadata, and a plan for the source records. Here's how to plan one that delivers.
Quality Control and Assurance in Scanning
A practical guide to quality control and assurance in document scanning, covering image quality, metadata accuracy, completeness checks, and conformance to digitization standards.
Setting Resolution and Color Depth for Digitization
A practical guide to choosing scanning resolution and color depth for records digitization, balancing fidelity, file size, legal sufficiency, and preservation needs.
The Business Case for Digitization
Digitization costs money up front but pays back in space, access, resilience, and efficiency. Here's how to build a business case — and where the value really comes from.
Trustworthy Digitization and Legal Admissibility
How organizations digitize records so the resulting images can be trusted as accurate, reliable, and admissible substitutes for original documents.
Digitization Quality and the FADGI Guidelines
A scan is only trustworthy if it's done to a standard. FADGI provides the technical benchmarks for digitization quality that make a digital surrogate defensible.
Digitizing Records: Standards, Quality, and Disposing of Originals
Successful digitization is about more than scanning — it requires quality standards, metadata, and a documented basis for disposing of the paper originals afterward.
Vital Records, Archives & Preservation
Topic hub →Accessioning and Transfer to an Archives
When permanent records leave active management, they're transferred to an archives and accessioned into its custody. Here's how transfer and accessioning work.
Archival Appraisal: Selecting Records for Permanent Preservation
Archival appraisal decides which records have enduring value and become permanent. Here's how appraisal works and how it differs from retention appraisal.
Archival Arrangement and Description
A practical guide to archival arrangement and description, covering provenance, original order, multilevel description, finding aids, and standards for organizing permanent records.
Continuity of Operations (COOP) and Vital Records
Vital records are the heart of continuity-of-operations planning — the records an organization needs to keep running through a disaster. Here's how the two connect.
File Formats for Long-Term Preservation
Some file formats survive decades; others become unreadable. Here's what makes a format preservation-friendly and which formats are commonly chosen for long-term records.
Fixity and Integrity Checking in Digital Preservation
A principle-based guide to fixity and integrity checking in digital preservation, covering checksums, verification workflows, governance, and trustworthy repository practice.
Migration vs. Emulation in Digital Preservation
Two core strategies keep digital records usable as technology ages — migrating records to current formats, or emulating the old environment. Here's how they compare.
Preservation Metadata and PREMIS
Preserving digital records over time needs more than storage — it needs preservation metadata. Here's what it captures and how the PREMIS standard frames it.
Storage and Media Strategies for Long-Term Preservation
A principle-based guide to storage media, formats, redundancy, and migration practices that keep records authentic, readable, and trustworthy over decades.
The OAIS Reference Model Explained
A plain-language guide to the OAIS reference model, the ISO standard framework that defines how archives ingest, store, manage, and preserve digital information over the long term.
Web Archiving and Capturing Online Content
A principle-based guide to web archiving — why organizations capture websites and online content, the methods and standards involved, and how to govern captured material as records.
Digital Preservation: Keeping Records Alive for Decades
Digital records decay and formats go obsolete. Digital preservation uses migration, emulation, fixity checks, and redundant storage to keep records authentic and usable over the long term.
Vital Records Programs: Protecting What Keeps You Running
Vital records are the small set of records an organization needs to survive an emergency and protect legal rights. A vital records program identifies and safeguards them in advance.