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2/27/2020 1 STORAGE AND PRESERVATION OF PAPER RECORDS OUR AGENDA What? Where? When? Who? Why? How? WHAT? STORAGE AND PRESERVATION 1 2 3

STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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Page 1: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

1

STORAGE AND PRESERVATION

O F P A P E R R E C O R D S

OUR AGENDA

•What?

•Where?

•When?

•Who?

•Why?

•How?

W H AT ?S TO R A G E A N D P R E S E R VAT I O N

1

2

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Page 2: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

2

Identify the records on paper or paper-like mediums in your collection that need to be stored long-term.

Essential Records

Permanent Records

Important or Other Long-Term

Records

WH

AT

?w

here?

wh

en?

wh

o?

why?

how

?

Identify what records are active and inactive.

WH

AT

?w

here?

wh

en?w

ho

?w

hy?h

ow?

Identify records in your collection that have met their retention and consider if keeping them is worth the cost.

WH

AT

?w

here?

wh

en?

wh

o?

why?

how

?

4

5

6

Page 3: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

3

Identify the records on paper or paper-like mediums in your collection that need to be stored long-term.

Determine what records are active and inactive.

Identify records in your collection that have met their retention and consider if keeping them is worth the cost.

WH

AT

?w

here?

wh

en?

wh

o?

why?

how

?

W H E R E ?S TO R A G E A N D P R E S E R VAT I O N

There are minimum standards that every storage facility used for records must meet.

wh

at?WH

ER

E?

wh

en?

wh

o?

why?

how

?

Access anytime on our website: http://bit.ly/bulletinF

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Page 4: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

4

There are minimum standards that every storage facility used for records must meet.

Protected from environmental hazards

and unauthorized access

Protected from direct exposure to sunlight

Records should not be stored in contact with the

floor

what?W

HE

RE

?w

hen

?w

ho

?w

hy?h

ow?

There are minimum standards that every storage facility used for records must meet. *

Storage area must have a fire detection system *

Storage area cannot be located in a flood plain *

wh

at?WH

ER

E?

wh

en?w

ho

?w

hy?h

ow?* Required only for structures built after April 7, 2015.

Optimal storage conditions that are recommended, but not required.

An active fire suppressant system

Pest management program

wh

at?WH

ER

E?

wh

en?

wh

o?

why?

how

?

Store records in acid-free containers

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Page 5: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

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Optimal storage conditions that are recommended, but not required.

Use appropriate shelving

Install UV filters and limit fluorescent lights

what?W

HE

RE

?w

hen

?w

ho

?w

hy?h

ow?

Environmental controls for temperature and humidity

Monitor the storage area closely for consistent temperatures and humidity levels.

wh

at?WH

ER

E?

wh

en?w

ho

?w

hy?h

ow?

Conduct regular inspections of your storage sites. Identify potential hazards and be pro-active!

wh

at?WH

ER

E?

wh

en?

wh

o?

why?

how

?

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Page 6: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

6

Conduct regular inspections of your storage sites. Identify potential hazards and be pro-active!

what?W

HE

RE

?w

hen

?w

ho

?w

hy?h

ow?

There are minimum standards that every storage facility used for records must meet.

Additional optimal storage conditions are recommended, but not required.

Monitor the storage area closely for consistent temperatures and humidity levels.

Conduct regular inspections of your storage sites. Identify potential hazards and be pro-active!

wh

at?WH

ER

E?

wh

en?w

ho

?w

hy?h

ow?

W H E N ?S TO R A G E A N D P R E S E R VAT I O N

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Page 7: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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Preservation should be a continuous process.

what?

wh

ere?WH

EN

?w

ho

?w

hy?h

ow?

Records that have met their retention should be dealt with in a timely manner.

wh

at?w

here?W

HE

N?

wh

o?

why?

how

?

If a record becomes damaged before it has met it’s retention, file a SLR 501.

wh

at?w

here?W

HE

N?

wh

o?

why?

how

?

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Page 8: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

8

Preservation should be a continuous process

Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition.

If a record becomes damaged before it has met its retention, file a SLR 501.

what?

wh

ere?WH

EN

?w

ho

?w

hy?h

ow?

W H O ?S TO R A G E A N D P R E S E R VAT I O N

Ensure that your staff knows how to handle delicate or damaged records before they handle them.

wh

at?w

here?

wh

en?W

HO

?w

hy?h

ow?

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Page 9: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

9

• Every record needs a designated custodian responsible for it throughout its lifecycle.

what?

wh

ere?w

hen

?W

HO

?w

hy?h

ow?

• Keep your sensitive records secure by keeping them in a locked, limited access area.

wh

at?w

here?

wh

en?

WH

O?

why?

how

?

• Carefully choose the right vendor for storing and preserving your records.

wh

at?w

here?

wh

en?W

HO

?w

hy?h

ow?

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Page 10: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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Ensure that your staff knows how to handle delicate or damaged records before they handle them.

Every record needs a designated custodian responsible for it throughout its lifecycle.

Carefully choose the right vendor for storing and preserving your records.

what?

wh

ere?w

hen

?W

HO

?w

hy?h

ow?

W H Y ?S TO R A G E A N D P R E S E R VAT I O N

• Protect your records today to ensure access tomorrow

wh

at?w

here?

wh

en?w

ho

?W

HY

?h

ow?

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Page 11: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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• Proper storage will save your government money AND time.

what?

wh

ere?w

hen

?w

ho

?W

HY

?h

ow?

• It’s the LAW!

wh

at?w

here?

wh

en?

wh

o?

WH

Y?

how

?

It’s the LAW!

Protect your records today to ensure access tomorrow

Proper storage will save your government money AND time.

wh

at?w

here?

wh

en?w

ho

?W

HY

?h

ow?

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Page 12: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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H O W ?S TO R A G E A N D P R E S E R VAT I O N

• Utilize additional resources like colleagues from other counties or professional associations like ARMA

wh

at?w

here?

wh

en?

wh

o?

why?

HO

W?

• Use your fees!

wh

at?w

here?

wh

en?w

ho

?w

hy?H

OW

?

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Page 13: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

2/27/2020

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• Apply for a grant

what?

wh

ere?w

hen

?w

ho

?w

hy?H

OW

?

Utilize additional resources like colleagues from other counties or professional associations like ARMA

Use your fees!

Apply for a grant

wh

at?w

here?

wh

en?

wh

o?

why?

HO

W?

R E S O U R C E SS TO R A G E A N D P R E S E R VAT I O N

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Page 14: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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FOLLOW OUR BLOG

OTHER TRAINING

ASK YOUR ANALYST Find the analyst assigned to

your county: http://bit.ly/contact-analyst

Call our main line: (512) 463-7610

Email us: [email protected]

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Page 15: STORAGE AND PRESERVATION...Preservation should be a continuous process Be aware of disposition for any long-term and inactive records to ensure that they receive a timely disposition

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QUESTIONS?

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