Course Information
| Session |
|---|
| Credits | 1.5 CEUs or 15 PDHs |
|---|---|
| Registration dates | We accept registrations through the first week of classes, unless enrollment is full, and unless the class was canceled before it started due to low enrollment. |
Introduction to Records Management
$250.00
Dates: June 7 - July 4Credits: 1.5 CEUs or 15 PDHs
This course provides a comprehensive overview of records management principles and practices across various sectors, including government, nonprofit, corporate, and cultural heritage settings. Students will learn how to identify and classify record types; understand their lifecycle and role in organizational accountability, legal compliance, operational needs, and historical value; develop records retention schedules; manage physical and electronic records; implement records disposition procedures; and collaborate with stakeholders across organizations. Special attention will be given to digital records, legal and regulatory requirements, information governance, and the relationship between records management and archives.
Through case studies, practical exercises, and discussion, students will develop the knowledge and skills necessary to establish, maintain, or support a records management program. No prior experience in records management is required.
Learning Objectives
By the end of the course, students will be able to:
- Explain the importance of a records management program.
- Identify and classify records and distinguish them from non-record materials.
- Describe the records lifecycle and continuum models.
- Create records retention schedules and disposition procedures.
- Understand legal, regulatory, and compliance requirements affecting records.
- Evaluate records management technologies and electronic records systems.
- Devise strategies for managing born-digital records.
- Explain the relationship between records management and archives.
Course Description
This course provides a comprehensive overview of records management principles and practices across various sectors, including government, nonprofit, corporate, and cultural heritage settings. Students will learn how to identify and classify record types; understand their lifecycle and role in organizational accountability, legal compliance, operational needs, and historical value; develop records retention schedules; manage physical and electronic records; implement records disposition procedures; and collaborate with stakeholders across organizations. Special attention will be given to digital records, legal and regulatory requirements, information governance, and the relationship between records management and archives.
Through case studies, practical exercises, and discussion, students will develop the knowledge and skills necessary to establish, maintain, or support a records management program. No prior experience in records management is required.
Learning Objectives
By the end of the course, students will be able to:
- Explain the importance of a records management program.
- Identify and classify records and distinguish them from non-record materials.
- Describe the records lifecycle and continuum models.
- Create records retention schedules and disposition procedures.
- Understand legal, regulatory, and compliance requirements affecting records.
- Evaluate records management technologies and electronic records systems.
- Devise strategies for managing born-digital records.
- Explain the relationship between records management and archives.
Carey Stumm
Carey Stumm is the Archives and Records Management Officer for Baltimore City. Before taking on this role, she spent nine years as an Archivist and Branch Chief of the Processing Division at the National Archives. From 2004 to 2016, Carey was the Archivist and Collections Manager at the New York Transit Museum, overseeing the historical collections of the Metropolitan Transportation Authority. She has also held positions as a Digital Collection Librarian at the Experience Music Project, Registrar and Collection Assistant at the Museum of the Moving Image, and Collection Coordinator at the Coney Island Museum. In addition to her work in the field, Carey was an Adjunct Professor at Queens College in the Graduate School of Library and Information Studies for 13 years. LinkedIn
How to Register
To enroll yourself or other participants in a class, use the “Register” button that follows the description of each course. If the “Register” button does not show up, try loading the page in a different web browser. Contact us if you have technical difficulties using our shopping cart system or would like to pay for an enrollment using another method. On the payment page in the shopping cart system, there is a place to add notes, such as the names and email addresses of participants you wish to enroll. We will contact you to request this information in response to your processed payment if you do not include it in the “notes” field. Prior to the start of the workshop, we will send participants their login instructions.Payment Info
Our shopping cart system allows you to pay with a credit card or with PayPal.Alternatively, if it is an institutional payment, we can arrange to invoice you. Contact us by email, and we can make arrangements to suit your institution's business processes.
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