NHPRC Electronic Records Grant
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
| Document | Last Modified |
| Transferring Electronic Records to the State Archives | 1/25/2018 |
| Preparing Electronic Records for Transfer to the State Archives | 1/25/2018 |
| Digitization Guidance | 10/13/2017 |
| Best Practices for the Selection of Electronic File Formats | 10/13/2017 |
| Best Practices for Naming Electronic Records | 10/13/2017 |
| Best Practices for Organizing Electronic Records | 10/13/2017 |
| Digital Preservation Policy | 02/01/2018 |
| Electronic Records Software Tutorials | 10/10/2018 |
| Photograph Management Guidance | 3/19/2019 |
| Digital Surrogate Policy | 3/19/2019 |
Tools and Workflows
| Document | Last Modified |
| Transfer Records to the State Archives with Exactly | 1/25/2018 |
| File Management and Processing Tools | 1/29/2018 |
| Electronic Records Inventories | 1/29/2018 |
| WHS Electronic Records Portal | 1/31/2019 |
| Accessioning Workflow | 3/19/2019 |
| Digital Surrogate Workflow | 3/19/2019 |
| Electronic Records Transfer Workflow | 3/19/2019 |
| Electronic Records Restriction Guidelines | 3/19/2019 |
Forms and Templates
| Document | Last Modified |
| Electronic Records Survey | 10/13/2017 |
| Electronic Records Transfer Agreement | 1/25/2017 |
| Electronic Records Transfer Information | 10/13/2017 |
| Electronic Records Inventory Template | 12/5/2017 |
Presentations
| Document | Last 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 |