Harriet K. and Philip Pumerantz Library

Records Management

Records management is closely associated with the archives. Ideally, preservation measures are anticipated and applied early in the record life cycle, long before they are ready for retirement. An archive preserves records of enduring value because they reflect significant historical events or document the history and development of an agency or institution. Other records may contain data that is useful for research. In order for the archives to be a success, it is important to set up a record keeping system that will ease the task of weeding files and transferring files to the archives on a regular basis.

University Archives is responsible for the management of the university’s inactive records, including the preparation of retention schedules and policies and procedures associated with records management. The University Archives assists university units in the efficient administration and management of official paper and electronic records, through individual consultation and campus-wide training courses.

Where to Begin

University Retention Periods

When Records have reached the End of Their Lifecycle

For instruction on the basics of records management and electronic records management, please visit the CAPE webpage or send an email to the Archivist: osolis@westernu.edu