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.

Organization of 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.