Wisconsin Historical Society

General Information

Manage Electronic Records

Manage Electronic Records | Wisconsin Historical Society

Best practices and guidance for managing electronic records at state agencies.

Resources

Best Practices for Naming Electronic Records

This document provides best practices for the naming of files and may be used to create a file naming policy to be distributed to state agency staff members.

Best Practices for the Selection of Electronic File Formats

This document provides best practices for selecting and monitoring file formats, and it may be used to create a policy to distribute to state agency staff members. It also includes a table of preferred and acceptable formats for permanent retention and transferring electronic records to the State Archives.

Best Practices for Organizing Electronic Records

This document provides best practices for the organization of files and folders and may be used to create a file organization policy to be distributed to state agency staff members.

Electronic Records Inventories

This document provides guidance for state agencies on creating electronic records inventories, which can be helpful if your agency is undertaking a drive cleanup process or other type of electronic records assessment. 

File Management and Processing Tools

This document provides a list of free software tools that can assist in electronic file management and processing.

Electronic Records Software Tutorials

This document provides three how-to tutorials on software tools that are helpful to records management work.