Electronic Records Transfer Best Practices

All event times are U.S. Eastern time
Dec 11 2025
Expired!
1:00 pm - 2:00 pm
Virtual Workshop

On December 23, 2022, OMB released M-23-07 titled “Update to Transition to Electronic Records”. Item 1.2 mentions “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.”

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

Mike Smoyer,
President, Digital Government Institute

1:00pm

NARA’s Electronic Records Transfer Process​

Rebeccah Baker

Rebeccah Baker
Director of Digital Access, Transparency and Access Program, National Archives and Records Administration (NARA)

1:30pm

Defining Your Permanent Records Roadmap​

Kathryn Nevins

Kathryn Nevins
Principal Records Management Consultant, Feith Systems & former Agency Records Officer, Department of Defense

2:00pm

Closing Comments

All DGI virtual events are FREE to attend.

  • CPE CREDITS 1.0

In order to 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
Feith Systems
Feith Systems
Website https://www.feith.com/