RIM Training & Communication

Records Management Training and Presentations

So, you think you know something about records management? Take the quiz and see.Records Management Quiz - Public Records Board

Wisc Dept of Justice: Public Records Law and Open Meeting Laws. Resources from the DOJ inc Compliance Outline, PPT presentations and webinars. Click Link: http://www.doj.state.wi.us/dls/open-government


Have 6 minutes? Please view Introduction to Records Management

Need help organizing your e-mail? E-Mail Organization for Records Management and Compliance. 11:21min.

Thinking about Imaging University Records? Digitization Guidelines for Records. 6:26 mins. Handout for Document Imaging.


2015 UW-Madison Records Management Prg.

2014 Office 365 and Beyond - Email

2015 Research Records pdf.

2013 RIM Cloud IT Forum pdf.

2013 Management of University Records in the Cloud pdf.

2013 Document Imaging for University Records

***Also see Records Mgt Toolbox Link for more information.

RIM Presentations

Keeping Records: Basic Records Management for University Offices

  • Records Management Best Practices ARMA International's Generally Accepted RecordKeeping Principles (GARP)
  • Wisconsin Record Laws / Open Record Laws
  • The difference between the State Records Center and UW-Archives
  • Employee Responsiblitles for Records Management

This presentation should be helpful for anyone involved with the management of University records, whether they be personnel records, student records, research materials, or something else entirely. It is intended to provide just enough background to underline the necessity of records management and provide a large amount of practical instruction and advice.


RM 104: Electronic Records Management

The management of electronic information resources is complex. There is not likely to be a single solution to the problem of information retention and disposition that is suitable in all situations. In this workshop we will look at various strategies that address a wide variety of technological situations and capabilities; from the individual employee who creates University records in a personal computer environment, to the complexity of hybrid information systems. We will also cover policies and administrative rules that pertain to electronic records management, and best practice guidelines.

All department records liaisons, as well as anyone with responsibility for managing departmental records are encouraged to attend.



RM 108: Off-site Storage and the State Records Center

Where should all these records in my office go? What should I be aware of when sending my records off-site? How does my department work with the University Archives and Records Management Services and the State Records Center? Who can use the State Records Center? How do I send records to the State Records Center?

This new workshop will combine information about off-site storage considerations and the State Records Center. It will provide:

  • An overview of off-site storage;
  • Methods for assessing your department's needs for such a service;
  • Considerations for storage of electronic records;
  • Tips for the appropriate disposal of records;
  • Use of the State Records Center;
  • Overview of Versatile, the State Records Center's online inventory system

This workshop is designed for personnel in departments who are users of the State Records Center and others interested in the off-site storage of records.


RM 110: On Wisconsin: Resources and Services of the UW Archives

Why do we bother to have an "institutional memory?" Is a University Archives of interest to anyone other than a handful of old professors writing department histories? Are the old records in the Archives ever of much actual use to busy administrators? Can Archives collections possibly be used as teaching resources? If you've ever wondered about what the University Archives can do for you, this overview is for you.

At theOn Wisconsinworkshop we will explain:

  • The mission and goals of the University Archives program
  • The historical importance of the University, its departments and its people
  • Major features, strengths, and weaknesses of the Archives' collections
  • The Archives as a research and instructional resource: History of science, history of education, biography, raw data
  • Examples of research and projects that have used the Archives
  • Order out of chaos: How to use an archives
  • How a handful of archivists can support classroom use and student projects
  • What you can do to expand and enhance the UW's archival memory.

Teaching faculty, dissertators, reference librarians, department administrators, and anyone else interested in an overview of the University Archives are encouraged to attend.