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LINKS AND RESOURCES

Below you will find resources created by the Records Management Program that provide guidance for how departments should organize, classify and manage their records from creation to final disposition. Questions about any of these resources should be directed to the Records Management Archivist.

GENERAL INFORMATION

What is Records Management?

Glossary of Archival Terms

Abbreviations of Records Management Terms

RETENTION AND DISPOSAL OF RECORDS

OFFICIAL, TRANSITORY AND PERSONAL RECORDS: A GUIDELINE FOR SFU EMPLOYEES

  • This guideline provides detailed information to help SFU employees distinguish between official, transitory, and personal records; understand their obligation for managing official and transitory records; and understand when transitory records can be destroyed 

PDF: Official, Transitory and Personal Records

RESEARCH DATA RETENTION GUIDELINE

  • The Archives and Records Management Department (ARMD), in consultation with SFU Library's Data Services Team, has created these guidelines to support SFU researchers in developing a customized data retention schedule for their research data containing the personal information of EU residents, subject to the General Data Protection Regulation (GDPR), received, collected, created, and used by SFU faculty for the purposes of conducting research. 

PDF: Research Data Retention

CLASSIFICATION AND ORGANIZATION OF RECORDS

RECORDS INVENTORY GUIDELINES

  • Guidance for departments wishing to undertake an inventory of their records.
  • PDF: Inventory Guidelines

FILE MAINTENANCE TIPS

STANDARD NAMING CONVENTION FOR ELECTRONIC RECORDS

DIGITIZATION

DIGITIZATION OF ORIGINAL RECORDS

  • Guidance for SFU departments considering scanning original paper records for use in electronic form during the records' active and semi-active period.
  • PDF: Digitization of Original Records

DIGITAL RECORDS MANAGEMENT

EMAIL MANAGEMENT BEST PRACTICES

  • Guideline provides SFU employees with information that will help them organize, manage, retain, and dispose of their email in accordance with records management best practices.
  • PDF: Email Management Best Practices

ONEDRIVE BEST PRACTICE FOR SFU EMPLOYEES

  • This guideline provides SFU employees with resources to help organize, manage, retain, and dispose of the documents they store in their OneDrive accounts in accordance with records management best practices.
  • PDF: OneDrive Best Practices

MS TEAMS BEST PRACTICES FOR SFU EMPLOYEES

  • This guideline provides SFU employees with resources to help share, organize, manage, retain, and dispose of the information they create using MS Teams in accordance with records management best practices.
  • PDF: MS Teams Best Practices