Advice & guidance
The National Archives runs an active guidance programme on all aspects of the management, appraisal and preservation of digital records.
Highlights include:
- Complying with the Records Management Code: Evaluation Workbook and Methodology
- Complying with the Records Management Code: Automated Support Tool
- Guidelines for management, appraisal and preservation of electronic records
- Appraisal policy
- Generic requirements to assist departments to sustain electronic records over an extended period
- The preservation of digital information, and details of the digital archive at The National Archives
- Section 46: Assessing information management in government
Checklists for exporting and transferring electronic records data between systems
- Export and import checklist (PDF, 819.92kb)
- EDRMS and fileplan - background checklist (, 31.17kb)
- Export-import routes (, 35.26kb)
Electronic records toolkits
These toolkits are designed to explain both the principles and practical implementation strategies for managing digital records
- How to produce a corporate policy on electronic records (PDF, 89.78kb)
- Toolkit for appraising the inventory of electronic records (PDF, 183.39kb)
- Good practice in managing electronic documents using Office 97 on a local area network (PDF, 361.61kb)
- Framework for strategic planning and implementation (PDF, 107.31kb)
- Business classification scheme [File plan] design (PDF, 182.51kb)
- Guidelines on developing a policy for managing email (PDF, 528.42kb)
- Guidance publication on realising benefits (PDF, 252.10kb)
- Museum Records Management e-learning tool This external web page presents a tool developed by the MLA sponsored Renaissance London programme for museum professionals.
This page contains PDF files. See plug-ins and file formats for help in accessing these file types.
