- Official publishing
- Records selection and transfer process
- 1. Appraising your records
- 2. Selecting your records
- 3. Sensitivity reviews of selected records
- 4. Cataloguing and preparation of records
- 5. Planning and arranging delivery of records
- 6. How we accession your records
- Borrowing accessioned records
- Legal obligations for transfer
- Digital records transfer
- Information Management Assessment programme
- Crown and Parliamentary copyright
- Digital Continuity Service
4. Cataloguing and preparation of records
This is the process of preparing records for permanent preservation. For paper records it includes creating descriptions and physically preparing the files for transfer. For digital records it includes generating metadata and preparing digital files for transfer. Preparation for transfer is an important step which must be completed in accordance with The National Archives' guidelines - it is a necessary part of ensuring the long-term survival and preservation of the records.
The process applies equally to bodies that transfer to a place of deposit. Bear in mind that places of deposit will have their own cataloguing and metadata standards and conventions.
Please see additional guidance on generating metadata for digital records and preparing digital files for transfer.
This describes what departments should do to prepare records for permanent preservation.
CataloguingThis covers how departments list and describe the records they are transferring to The National Archives and places of deposit.
This page contains PDF files. See plug-ins and file formats for help in accessing these file types.