CLOSED: New Managing Electronic Records Workshop (Local Governments)

Darryl Tocker Learning Center, TSLAC

Darryl Tocker Learning Center, TSLAC

Update since original posting: Class is full. Registration is now closed.

The Records Management Assistance unit is excited to announce the pilot class of our new Managing Electronic Records Workshop on October 1, 2014. This class offering will be for local governments.*

This interactive workshop expands on our 3-hour “Managing Electronic Records” and “Improving Shared Drives and Filing Systems” classes with a wealth of additional content on planning imaging projects, ensuring long-term access of electronic records, and hands-on exercises.

*We will be adapting the workshop for state agencies later this fall. We anticipate making the state agency workshop available in Spring 2015.


This course approaches four critical elements of electronic records management for Texas local government records managers:

  • Records Retention: We will examine the definition of “electronic record” and discuss how TSLAC’s Local Retention Schedules apply to electronic records. We’ll also discuss the challenges of retaining longer-term records and methods for ensuring access to them.
  • Information Retrieval: We will explore ways to organize information for better retrieval, including network shared drive cleanup, establish naming conventions, and managing email.
  • Automation and “Going Paperless”: We will walk you through planning an imaging project: what to scan, when to “go paperless,” and what to do with the paper once scanning is complete. We’ll also touch on considerations for implementing electronic document/records management tools.
  • Legal Requirements: Throughout the class, we will discuss the laws and administrative rules governing electronic records management, and wrap up the class with requirements for policymaking and training.

Learning Objectives:

After attending this course, students will be able to:

  1. Apply fundamental records retention principles to the management of electronic records.
  2. Understand challenges of long-term preservation of electronic records and determine appropriate methods for ensuring access.
  3. Plan digital imaging and automation projects in compliance with electronic records laws and administrative rules.
  4. Organize email and other digital information in a way that facilitates retrieval.
  5. Create and implement electronic records management policies and training programs.

Who Should Attend?

The course is designed for local government Records Management Officers, elected county officials, and other local government employees involved in the management of electronic records and information.


Angela Ossar and Michael Reagor, TSLAC Government Information Analysts

Time & Location

The workshop will be held on October 1, 2014 from 8:30am-4:00pm at the Lorenzo de Zavala State Archives and Library Building, located at 1201 Brazos Street (east of the Texas State Capitol), Austin, Texas.

Course Credit

Attendees will receive a Certificate of Completion for 6.0 hours of instruction.


Attendees will be expected to have a basic familiarity with records management terms and principles, such as:

  • The definition of a local government record
  • The role and responsibilities of a local government Records Management Officer
  • How to utilize a records retention schedule to determine the retention and disposition of local government records

Attendees may meet these prerequisites by attending one of the following classes prior to the workshop: Introduction to Records Management (face-to-face or online), Control Schedule Basics (face-to-face or online; this course title was changed to “Introduction to Records Management” in March 2013), or Records Retention 101 for Local Governments (webinar).


Because this is a pilot class, registration will be FREE. Attendees will be asked to complete evaluations for each section of the course to help TSLAC refine course content and instruction.


Class is full. Registration is closed. 

8 thoughts on “CLOSED: New Managing Electronic Records Workshop (Local Governments)

  1. Will this course be similar to the “Managing Electronic Records” course that was on 05/06/2014?

  2. Yes, it will be similar. The majority of the content has been adapted from our latest face-to-face “Managing Electronic Records” and “Improving Shared Drives and Filing Systems” classes. The workshop will include some additional information about planning imaging projects, long-term preservation, and assorted other topics; some of that content is derived from our webinars. The workshop version is structured differently than the 3-hour classes and includes hands-on games/exercises and interactive polls.

  3. I have taken the 2-day workshop, Managing Electronic Records, but would like to get more detail information on shared drives, email retention, training others, text messages and personal phones. Is this something that will be covered or do you offer one on one meetings?

  4. It looks like you’ve attended our MER and FS classes recently, and so I would recommend contacting your analyst (Marianna Symeonides) for one-on-one consulting help. I just sent you an email with Marianna’s contact info.

  5. May attendees park in garage on San Jacinto? Is it free? Are there eating places within walking distance? Is there a secret route to avoid Austin’s legendary – read: horrendous – traffic? How about mass transit (specifically, on 71 from anywhere between Bastrop and Austin)? Thanks.

  6. Hi Nancy – yes, attendees may park in the Capitol Visitor’s Parking Garage at 1201 San Jacinto located between Trinity and San Jacinto. More information about parking will be provided after the training has closed (occasionally, other options become available). The Capitol Grill is located inside the Texas State Capitol, a short walk from our building.

    Traffic is indeed pretty bad, particularly between 7:30 AM and 6:00 PM. I’m afraid I do not know an alternate route from the Bastrop area other than TX-71.

    I haven’t used the service myself, but you might consider looking into CARTS ( as a public transit option.

  7. Will you have another class the same as this one at a later date?
    I have the Texas Municipal League conference on this date and would not be able to attend or send my staff person since I’m absent from the office.

  8. So sorry to hear about the TML conflict. Darn. Yes, we do anticipate offering this class at a later date, but haven’t set any dates yet. Sorry we’ll miss you!

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