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Educational Programs Offered by State Archives
Last updated September 5, 2002

Intro | State Agencies | Local Govts | Professional Archivists | July 13, 2010 Teachers/Students | Grassroots | Web-based

In early 2001, we asked the State Archivists to tell us what educational programs their agencies and state historical records advisory boards (SHRABs) had in place for a variety of audiences. Please note: The information in the table below was gathered through the broad question "What is your state archives/SHRAB doing in the following education areas?" Accordingly, this is not intended as an all-encompassing summary of what the respondent states are doing, but rather, a sampling of the types of educational activities being undertaken at this time.

Educational Programs for State Government Employees

Summary: Of the thirty-three states included in this category, twenty-nine responded that they provide regular workshops and/or daily training for state records managers (six provide both). Only nine of the states indicated that they have manuals or retention schedules (CT, ME, MO, MI, OR, PA, SC, TX, WY), six of them are available on-line. Michigan and South Carolina have outside funding for state records education (NHPRC). Oregon is the only state providing Web-based training for state government at this time.

States and Territories

Training for State Government Officials/Employees

Alaska

Provide day-to-day training and assistance.

Colorado

Workshop training is provided for records management, micrographics, and doing research.

Connecticut

The Office of the Public Records Administrator and State Archives works with a network of Records Management Liaison Officers, mandated by Connecticut statute for every agency, to advise and regulate records management actions taken by officials and employees.

On April 13, 2000, the Office held a half-day training class, "Records and Information Management in the New Millennium: Statutes, Policies and Procedures for Connecticut State Agencies," for RMLO's and state employees with records management responsibilities.

Manuals, guidelines, regulations, and forms areJuly 13, 2010ome Page under Public Records at www.cslib.org/opra.htm . Office staff also provides consultation with agencies on a variety of records management questions.

Florida

"Records Management Training Series," for state and local government agencies, scheduled at six locations and times throughout the state, March, 2001.  Also provide specialized workshops for Law Enforcement.

Georgia

The records management staff provide training on basic records management, the Georgia Open Records Act, and the Georgia Records Act.

Hawaii

The Hawaii State Archives provides orientations to government records and search strategies. Automated catalog is available on the Web.

Illinois

Our Records Management and State Archives staff undertake very proactive measures to survey, inventory, appraise, schedule, and dispose of and accession state agency records.  We have found that attempts to train staff in other agencies to perform such functions are totally idle, as they simply will not perform them.

Kansas

Hold an annual meeting and workshop for state records offices.

Louisiana

Conduct seminars on conservation and records management.

Maine

Our Records Management Services Division conducts annual workshops for state agency Records Officers providing them with an updated manual of procedure and reviewing scheduling and Records Center requirements.

Missouri

The Records Management Division of the Missouri State Archives provides on-site training at agency locations on a routine basis.  The Missouri State Archives provides on-site and in-house training to state agencies regarding their permanent records on a request basis addressing preservation and access issues following point of transfer to the Archives' collections.

The Records Management Program Manual is available at http://www.sos.state.mo.us/records/recmgmt/rmpm/

Montana

Occasionally provide training, usually during National Records and Information Management Week.

Nebraska

Two workshops during this fiscal year offered by the Public Records Archivist through the Nebraska Association of County Officials (NACO).

Nevada

NSLA Records management staff teach, "Records and Files Management," a two-day course offered through the state personnel training office six times a year (four times in Carson City and twice in Las Vegas).

This course is designed to give file personnel, supervisors and program managers the skills to control records. It also gives basic understanding of filing systems, legal records retention requirements, electronic records systems and the purpose and use of the State Records Center and the State Archives. It is appropriate for: department and division administrators responsible for the creation, control and access of records; program managers who are responsible for the planning and functioning of records systems; and file supervisors and personnel who are responsible for the day-to-day functioning of file systems.

New Hampshire

Occasionally hold records training sessions at the State Archives/Records Center.

New Mexico

The Records Management Division provides the following training to State employees.

1.  Record Liaison Officer (RLO) Training - this training is offered to those individuals appointed by State Agency directors to assist the Commission in managing State records) every other month.  These session orient RLOs to records management principles and specific Commission requirements for managing, maintaining, storing and disposing of the records of their agencies. 

2.  A pre-Liaison training is planned that will focus solely on the clerical duties associated with storing and disposing of State records.

3.  Agency Camera Operator Training - this is basic training offered to microfilm technicians responsible for filming records in State Agencies.

4.  Prepping Documents - this course trains State Agency staff in preparation of documents for microfilming. [planned]

5.  Microphotography Manager Training provides instruction on the New Mexico Microphotography Standards that apply to State Agencies and techniques for  evaluating microphotography projects and programs.  [planned]

The Archives and Historical Services Division offers an course in New Mexico History delivered by the State Historian.  The course is designed to orient State employees to New Mexico history and is open to the public as space allows.

New York

State government officials/employees often attend the spring and fall local government training cycles.

Michigan

The State Archives participates in training provided by RFMD to state agencies. The training focuses on the management and preservation of state government records.

The State Archives cooperated with the Records and Forms Management Division in the development of a manual and a related a class entitled "Organizing Electronic Files." The class is available to state employees by a private vendor under contract.

Through its involvement in the National Historical Publications and Records Commission funded Records Management Application (RMA) grant, the State Archives and RFMD train employees in pilot state agencies. Training includes the fundamentals of using of the RMA software and ways to make the software contribute to office efficiency and effectiveness.

North Carolina

The NC Archives and Records Section offers a series of records management workshops held at the State Records Center bi-weekly from September through May. Introduction to the management of public records, files management, and other topics are offered. Approximately 20 government employees attend each workshop (assuring more individual attention and opportunity for specific questions) with a total of approximately 330 attendees per year. In addition, individual agencies may request workshops tailored to the needs of the agency and held at the agency site.

North Dakota

The State Archives cooperates with the state records management agency.  There is usually at least one training session per year for agency records officers.

Oregon

Oregon has an informative and humorous streaming video presentation, State Records Center to the Rescue, highlighting the benefits of using the State Records Center, which includes detailed instructional material on how place inactive state government records in this facility. Additional printed instructions on transfer procedures are also available. (PDF file) http://arcweb.sos.state.or.us/banners/recmgmt.htm

In addition, a series of on-line workshops, Web-Based Records Management Training for Oregon County Government, provide any time, any place training for Records Officers and government employees who manage the retention and disposition of public records in Oregon. Each session contains an audio-video presentation followed by a short 10-question quiz. http://arcweb.sos.state.or.us/training/training_home.htm

Records retention schedules for state and local government are also available on-line at: http://arcweb.sos.state.or.us/recmgmt/defaultrecmgmt.html

Oklahoma

Most training for state government agencies focuses on a life cycle approach to records management and the need to adopt comprehensive proactive programs that encompass all records, regardless of format.  Training takes the form of workshops, group discussions, and individual consultations.  Workshop topics addressed include the concepts behind and the benefits of a systematic approach to records management; applicable statutes; program responsibilities; powers and duties of the Archives and Records Commission; the role of the Records Management Coordinator; records inventorying and scheduling; the General Records Disposition Schedule; implementation of a records disposition program; and a brief overview of micrographics and optical imaging.

Pennsylvania

Many state agency staff attend our Annual Archives and Records Management Seminar.  The program concentrates on offering  sessions of interest to state and local government archivists, records managers, officials, and staff.  Many of the topics relate to the use of technology, microfilming, and our Pennsylvania Historical and Museum Commission grants program.

We are now providing a number of specialized half-day training sessions on Files Management , Records Management, Reformatting Records, Use of the State Records Center, and Disaster Planning.

 A number of our state manuals and directives are available on the Web through our Governor's Office of  Administration.  We plan to develop several Web-based training courses for our state agencies and/or local governments.  Proposed topics include development of an archives/records management program, reformatting records, disaster planning, electronic files management, and appraisal and the State Archives.

South Carolina

Much of the training is done on-site at agencies and local governments.  State Archives staff also speak at the meetings of many state and local government organizations, e.g., Probate Judges, Financial Officers, etc. and at annual conferences and regional meetings of the state’s premier government records organization, the SC Public Records Association.   (The State Archives uses its relationship with the this organization as a way to expand its outreach.  A State Archives staff member is on the SCPRA Board, and other staff members devote time to Association activities, including training.)

The SC SHRAB provided support for an electronic records speaker, William Saffady, at the SC Public Records Association at the fall, 2000 conference.  The State Archives will begin an NHPRC electronic awareness and training grant in the fall 2001.  Included will be six workshops (basic and advanced) and speakers at the conferences of three professional organizations, two of which are government related: the SC Public Records Association and the SC Information Technology Directors Association.

A State Archives internal team is evaluating delivery of training to state and local government and will soon be reporting on findings and recommendations.  It is basing its report on surveys and consultant findings and recommendations that were part of the SC SHRAB’s recently concluded strategic planning process.

The SC SHRAB Web page has lists of archival and records management resources available at the State Library (purchased with a SC SHRAB regrant) http://www.state.sc.us/scdah/shrab1.htm

The State Archives Web page has a great deal of technical information available for state and local government, http://www.state.sc.us/scdah/statelcl.htm

South Dakota

Have provided workshops on preservation of documents/photos, brought in consultants on photo preservation and disaster recovery (open to the public.)  Organized informal group called "Dakota Archivists" which meets to discuss archival issues of common interest.  Also participates in SHRAB Archives planning project.

May offer workshops/consultant to train board members/public on undetermined educational issues through the SHRAB Planning Grant.

Tennessee

No training offered in this area at this time.

Texas

Basic and advanced level training in records management offered by State Library and Archives Commission.  Courses topics include, Basic: Records Center Procedures, Retention Schedule Basics, State Records Law, and Using Approved Retention Schedule to Manage Files; and Advanced: Disaster Planning, Electronic Document Imaging, Forms Management, Improving Filing Systems, Managing Electronic Records, and Micrographics.  Course descriptions are available at http://www.tsl.state.tx.us/slrm/state/classes.html.

Utah

Ongoing basic training for new agency records officers monthly.  Also provide special training to agencies on request.

Planning workshops for state employees are scheduled during Records Management Week.

Vermont

No training is provided in this area at this time.

Virginia

The Records Management and Imaging Services Division at the Library of Virginia offers a variety of workshops for records officers across the state, including sessions on basic and intermediate records management, disaster planning, electronic records, and document imaging.  The state archivist and deputy coordinator traveled to Roanoke for a meeting of local archivists (as part of the NFACE project) and discussed the need for additional training, especially in the western half of the state.  This need has likewise been discussed with the State Historical Records Advisory Board, which may offer training opportunities in conjunction with meetings during the coming year.

Washington

Provide Records Management workshops.

Wisconsin

No training offered in this area at this time.

Wyoming

The State Archives has co-sponsored with the Wyoming Chapter of ARMA International, or sponsored by itself, various seminars through the years.  During the last few years, the major seminars with larger attendance, have related to the retention, management, and disposition of electronic records, and various topics relating to data processing technologies including E-Commerce and E-Signatures.  One scheduled for Feb. 8 is titled: E-mail and Other Electronic Records in Litigation, and will include Archivists in attendance.  However, all of these seminars include messages about the disposition and permanent preservation of electronic and non-electronic records. 

These are provided at least twice a year, and are offered free-of-charge to state and local government employees. The State Archives has taken the lead role in training people about the State's E-mail policy, as the Governor's Executive Order mandated training.  At these workshops, additional information is provided concerning the preservation and disposition of all electronic media.

Guidelines, instructions, retention schedules, and a variety of resources are published on our Web site, to provide guidance and assistance to archivists, administrators, managers, records and information officers, and IT specialists, at all levels and branches of government in Wyoming.

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Last updated: September 5, 2002