

Electronic Record Transfer to NARA
Date
- Dec 07 2023
Time
- 1:00 pm - 3:00 pm
Event Type
On December 23, 2022, OMB released M-23-07, “Update to Transition to Electronic Records”. Item 1.2 states, “After June 30, 2024, all agencies must transfer permanent records to NARA in electronic formats and with appropriate metadata in accordance with NARA regulations and transfer guidance.”
Previously, NARA Bulletin 2018-01 defined and updated the minimum set of meta elements that must accompany transfers of permanent records to the National Archives. This guidance applied to all permanent electronic records and updated NARA Bulletin 2014-04 titled “Format Guidance for the Transfer of Permanent Electronic Records”. The Bulletin contained two parts: general guidance on formats and a table of file formats acceptable for transferring permanent electronic records.
This virtual workshop will cover current electronic transfer protocols, transfer best practices and provide updates as to what lies ahead.
AGENDA
1:00pm
Welcome and Opening Remarks

Mike Smoyer, President, Digital Government Institute
1:00pm
How to Transfer Permanent Electronic Records to NARA

Rebeccah Baker
Chief, Electronic Records Accessioning Branch, NARA

David Lake
Program Manager, Electronic Archives, NARA

Sam McClure
Program Director, Electronic Records, NARA
1:45pm
Next-Gen Records Management: Intelligent Automation and Governance

Sean Phuphanich
Principal Partner Solutions Architect, AWS

Robert Wilds
Government Solution Engineer, Hyland
2:15pm
Meeting NARA Guidance for Websites, Social Media, and Collaboration Platforms

Peter Boulton
Enterprise Sales Director, Pagefreezer
2:30pm
Declassification 2.0: Modern Methods for Timely Record Release

James Jones
Federal Sales Engineer, Feith Systems & Software
2:45pm
Closing Comments
- CPE CREDITS: 2.0
In order receive CPE credit, attendees must fulfill all of these requirements:
- Attend the entire program
- Respond to all poll questions
- Complete and submit the post-event survey
Sponsor
Organizer Name
Sponsors

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Feith Systems & Software
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Website
https://www.feith.com/

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Hyland
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Website
https://www.hyland.com/en

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Pagefreezer
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Website
https://www.pagefreezer.com/government/