Education and Training Materials

Our education and training materials are listed below.  You can download them in Word or PDF without charge. We can provide hard copies, but we must recover our costs.  Please acknowledge the IRMT when you use the materials.   Please do not charge others for using the material without our permission.

Training in Electronic Records Management (2009)

The TERM Programme covers the key concepts involved in managing electronic records. It comprises five hundred pages of training material, including five training modules, a volume of Additional Resources for Electronic Records Management, a Glossary and a set of Good Practice Indicators for Integrating Records Management in ICT Systems. There also are six case studies.

 

Study Modules

Adobe PDF

MS Word

Module 1: Understanding the Context of Electronic Records Management Adobe Acrobat File Format Microsoft Word Format
Module 2: Planning and Managing an Electronic Records Management Programme Adobe Acrobat File Format Microsoft Word Format
Module 3: Managing the Creation, Use and Disposal of Electronic Records Adobe Acrobat File Format Microsoft Word Format
Module 4: Preserving Electronic Records Adobe Acrobat File Format Microsoft Word Format
Module 5: Managing Personnel Records in an Electronic Environment Adobe Acrobat File Format Microsoft Word Format
 

Guidance Material

Integrating Records Management in ICT Systems: Good Practice Indicators Adobe Acrobat File Format Microsoft Word Format
Additional Resources Adobe Acrobat File Format Microsoft Word Format
Glossary of Terms Adobe Acrobat File Format Microsoft Word Format
 

Route Maps

A4

A3

Implementing Electronic Records Management Adobe Acrobat File Format Adobe Acrobat File Format
Designing a Records Management Improvement Programme Adobe Acrobat File Format Adobe Acrobat File Format
Integrating Records Management in the Systems Development Life Cycle Adobe Acrobat File Format Adobe Acrobat File Format

Management of Public Sector Records Study Programme (1999)

The MPSR Programme covers all phases of the records lifecycle, or continuum of records management, as well as the application of these principles and practices to financial, human resource and hospital and court records. The programme comprises about 4000 pages of training material, including 18 teaching/study training modules, case studies, good practice manuals and associated educational materials. While the materials address public sector record-keeping issues, they also are useful for records management in the private sector.

There is a Spanish adaptation, in two volumes, of some of the study material, which is described at the end of this list.

Adobe PDF

MS Word

1 The Management of Public Sector Records: Principles and Context Adobe Acrobat File Format Microsoft Word Format
2 Organising and Controlling Current Records Adobe Acrobat File Format Microsoft Word Format
3 Building Records Appraisal Systems Adobe Acrobat File Format Microsoft Word Format
4 Managing Records in Records Centres Adobe Acrobat File Format Microsoft Word Format
5 Managing Archives Adobe Acrobat File Format Microsoft Word Format
6 Preserving Records Adobe Acrobat File Format Microsoft Word Format
7 Emergency Planning for Records and Archives Services Adobe Acrobat File Format Microsoft Word Format
8 Developing the Infrastructure for Records and Archives Services Adobe Acrobat File Format Microsoft Word Format
9 Managing Resources for Records and Archives Services Adobe Acrobat File Format Microsoft Word Format
10 Strategic Planning for Records and Archives Services Adobe Acrobat File Format Microsoft Word Format
11 Analysing Business Systems Adobe Acrobat File Format Microsoft Word Format
12 Understanding Computer Systems: An Overview for Records and Archives Staff Adobe Acrobat File Format Microsoft Word Format
13 Automating Records Services Adobe Acrobat File Format Microsoft Word Format
14 Managing Electronic Records Adobe Acrobat File Format Microsoft Word Format
15 Managing Financial Records Adobe Acrobat File Format Microsoft Word Format
16 Managing Hospital Records Adobe Acrobat File Format Microsoft Word Format
17 Managing Legal Records Adobe Acrobat File Format Microsoft Word Format
18 Managing Personnel Records Adobe Acrobat File Format Microsoft Word Format
19 Managing Current Records: A Procedures Manual Adobe Acrobat File Format Microsoft Word Format
20 Restructuring Current Records Systems: A Procedures Manual Adobe Acrobat File Format Microsoft Word Format
21 Managing Records Centres: A Procedures Manual Adobe Acrobat File Format Microsoft Word Format
22 Managing Archives: A Procedures Manual Adobe Acrobat File Format Microsoft Word Format
23 Planning for Emergencies: A Procedures Manual Adobe Acrobat File Format Microsoft Word Format
24 Model Records and Archives Law Adobe Acrobat File Format Microsoft Word Format
25 Model Scheme of Service Adobe Acrobat File Format Microsoft Word Format
26 Educators Resources:
Introduction to the Study Programme Adobe Acrobat File Format Microsoft Word Format
Glossary of Terms Adobe Acrobat File Format Microsoft Word Format
Additional Resources for Records and Archives Management (Bibliography) Adobe Acrobat File Format Microsoft Word Format
Educators’ Resource Kit Adobe Acrobat File Format Microsoft Word Format
Writing Case Studies: A Manual Adobe Acrobat File Format Microsoft Word Format
27 Case Studies Volume 1 Adobe Acrobat File Format Microsoft Word Format
28 Case Studies Volume 2 Adobe Acrobat File Format Microsoft Word Format
29 Case Studies Volume 3 Adobe Acrobat File Format Microsoft Word Format

Spanish Adaptation of the Study Programme (2003, 2004)

The University of Montevideo in Uruguay has drawn on the MPSR study programme to produced two volumes of material in Spanish. We are grateful to the National Archives of Uruguay (Archivo General de la Nacion Uruguay), for kind permission to make the Spanish material available free of charge.

Gestión de Documentos del Sector Público desde una Perspectiva Archivistica Vol I

Gestión de Documentos del Sector Público desde una Perspectiva Archivistica Vol II: Organizacion y Control de Documentos Adminstrativos

For more information, contact:

Archivo General de la Universidad
18 de Julio 1824 P.1.
11200 Montevideo, Uruguay