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NHPRC Electronic Records Grant | Wisconsin Historical Society

General Information

NHPRC Electronic Records Grant

NHPRC Electronic Records Grant | Wisconsin Historical Society


The NHPRC logo.


In 2015, the Wisconsin Historical Society received a three-year grant from the National Historical Publications and Records Commission (NHPRC) to support the preservation and access of state government electronic records. The Wisconsin State Preservation of Electronic Records Project (WiSPER) seeks to implement a sustainable electronic records workflow and transfer management system in selected state agencies, producing a measurable increase in the preservation of, and research access to, state agency records with historic value. 

This page provides links to forms, templates, workflows, and other documentation produced over the course of the grant. It is meant not only to be a resource for Wisconsin state agencies, but also for other state archives seeking to implement electronic records workflows.

Guidance and Policy Documents

DocumentLast Modified
Transferring Electronic Records to the State Archives1/25/2018
Preparing Electronic Records for Transfer to the State Archives1/25/2018
Digitization Guidance10/13/2017
Best Practices for the Selection of Electronic File Formats10/13/2017
Best Practices for Naming Electronic Records10/13/2017
Best Practices for Organizing Electronic Records10/13/2017
Digital Preservation Policy02/01/2018
Electronic Records Software Tutorials10/10/2018
Photograph Management Guidance3/19/2019
Digital Surrogate Policy3/19/2019

Tools and Workflows

DocumentLast Modified
Transfer Records to the State Archives with Exactly1/25/2018
File Management and Processing Tools1/29/2018
Electronic Records Inventories1/29/2018
WHS Electronic Records Portal1/31/2019
Accessioning Workflow3/19/2019
Digital Surrogate Workflow3/19/2019
Electronic Records Transfer Workflow3/19/2019
Electronic Records Restriction Guidelines3/19/2019

Forms and Templates

DocumentLast Modified
Electronic Records Survey10/13/2017
Electronic Records Transfer Agreement1/25/2017
Electronic Records Transfer Information10/13/2017
Electronic Records Inventory Template12/5/2017


DocumentLast Modified
SAA/CoSA Annual Meeting 2016 3/19/2019
NDSA Digital Preservation Conference 2016 3/19/2019
State Agency Librarian's Luncheon 2017 3/19/2019
 SAA Annual Meeting 2017 3/19/2019
ARMA Madison Meeting 2017 3/19/2019
Best Practices Exchange Conference 2017 3/19/2019
DOA Meeting Records Management Tools 2017 3/19/2019
DOA Meeting State of Electronic Records 2017 3/19/2019
NDSA Digital Preservation Conference 2018 3/19/2019
Wisconsin Library Association Conference 2018 3/19/2019
 Records Officer Meeting 2019 3/19/2019