Building Records Appraisal System
BUILDING RECORDS APPRAISAL
SYSTEMS
MANAGING PUBLIC SECTOR RECORDS
A STUDY PROGRAMME
General Editor, Michael Roper; Managing Editor, Laura Millar
BUILDING RECORDS
APPRAISAL SYSTEMS
INTERNATIONAL RECORDS INTERNATIONAL
MANAGEMENT TRUST COUNCIL ON ARCHIVES
MANAGING PUBLIC SECTOR RECORDS: A STUDY PROGRAMME
Building Records Appraisal Systems
© International Records Management Trust, 1999.
Reproduction in whole or in part, without the express written permission of the International Records Management Trust, is strictly prohibited.
Produced by the International Records Management Trust
12 John Street
London WC1N 2EB
UK
Printed in the United Kingdom.
Inquiries concerning reproduction or rights and requests for additional training materials should be addressed to
International
ndies, Jamaica
CONTENTS
Introduction 1
Lesson 1: Appraisal, Retention and Disposal of Records 5
Lesson 2: The Appraisal Process 20
Lesson 3: Appraising Records for Continuing Utility or Enduring Value 32
Lesson 4: The Appraisal of Backlogs 55
Lesson 5: Choosing Disposal Action 69
Lesson 6: Disposal Schedules 84
Lesson 7: What to Do Next? 111
FIGURES
1. Disposal Recommendation Form 39
2. Records Inventory Work Sheet 65
3. Archives as a Proportion of an Agency’s Records 71
4. Disposal Schedule 86
5. General Disposal Schedule for Stores, Plant and
Cost Accounting Records 90
6. Agency Disposal Schedule for Ministry of Agriculture Records, 94
7. Combined Agency and General Disposal Schedule 97
BUILDING RECORDS APPRAISAL SYSTEMS
1
INTRODUCTION
INTRODUCTION TO BUILDING RECORDS
APPRAISAL SYSTEMS
Building Records Appraisal Systems addresses the professional issues involved in determining the continuing usefulness of records, defining the requirements for their retention and disposal and designing and applying disposal schedules. This module should be studied after Organising and Controlling Current Records. It assumes that the student has some familiarity
SYSTEMS
MANAGING PUBLIC SECTOR RECORDS
A STUDY PROGRAMME
General Editor, Michael Roper; Managing Editor, Laura Millar
BUILDING RECORDS
APPRAISAL SYSTEMS
INTERNATIONAL RECORDS INTERNATIONAL
MANAGEMENT TRUST COUNCIL ON ARCHIVES
MANAGING PUBLIC SECTOR RECORDS: A STUDY PROGRAMME
Building Records Appraisal Systems
© International Records Management Trust, 1999.
Reproduction in whole or in part, without the express written permission of the International Records Management Trust, is strictly prohibited.
Produced by the International Records Management Trust
12 John Street
London WC1N 2EB
UK
Printed in the United Kingdom.
Inquiries concerning reproduction or rights and requests for additional training materials should be addressed to
International
ndies, Jamaica
CONTENTS
Introduction 1
Lesson 1: Appraisal, Retention and Disposal of Records 5
Lesson 2: The Appraisal Process 20
Lesson 3: Appraising Records for Continuing Utility or Enduring Value 32
Lesson 4: The Appraisal of Backlogs 55
Lesson 5: Choosing Disposal Action 69
Lesson 6: Disposal Schedules 84
Lesson 7: What to Do Next? 111
FIGURES
1. Disposal Recommendation Form 39
2. Records Inventory Work Sheet 65
3. Archives as a Proportion of an Agency’s Records 71
4. Disposal Schedule 86
5. General Disposal Schedule for Stores, Plant and
Cost Accounting Records 90
6. Agency Disposal Schedule for Ministry of Agriculture Records, 94
7. Combined Agency and General Disposal Schedule 97
BUILDING RECORDS APPRAISAL SYSTEMS
1
INTRODUCTION
INTRODUCTION TO BUILDING RECORDS
APPRAISAL SYSTEMS
Building Records Appraisal Systems addresses the professional issues involved in determining the continuing usefulness of records, defining the requirements for their retention and disposal and designing and applying disposal schedules. This module should be studied after Organising and Controlling Current Records. It assumes that the student has some familiarity