Electronic Records Transfer Best Practices
All event times are U.S. Eastern time
- Dec 11 2025
- Expired!
- 1:00 pm - 2:00 pm
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,
President, Digital Government Institute
1:00pm
NARA’s Electronic Records Transfer Process
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
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
- Feith Systems
- Website https://www.feith.com/
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