Here is a list of supplemental resources to assist state agencies in fulfilling the minimum requirements of Bulletin 1: Electronic Records Standards and Procedures. Includes general e-records guidance and sample policies from other states as well as Texas. Some specific topics include destruction, long-term digital preservation, social media and text messaging.

Updated April 2021 - if you find any broken links or have suggestions for resources we should add, email slrminfo@tsl.texas.gov

Contents

General  |  Policies |  Security |  Systems and Migration  | Email  |  Social Media  |  Text Messaging  | Destruction  |  Permanent and Vital | Data

General

• Business Use Cases for Electronic Records - NARA (FERMI)
• Records Management Regulations, Policy, and Guidance - NARA
• Records & Information Management Service Guidance - Alaska
• Recommended Guidelines for the Retention of State Records in Electronic Form - Iowa
• Kansas Electronic Records Management Guidelines
• Understanding Records Management – Electronic Records - Kentucky
• Electronic Records Management Guidelines for the State of Massachusetts
• Michigan Electronic Records Standards (PDF)
• Minnesota Electronic Records Management Guidelines
• Digital Records Policies and Guidelines - State Archives of North Carolina
• State of Maine Records Management Manual (PDF)
• Digital Records Guidance - Maryland
• Missouri Electronic Records Education and Training Initiative (MERETI)
• Electronic Records Management Guidelines - North Dakota
• Tennesee RMD Resources
• Electronic Records - Utah
• Managing State Agency Records - Washington
• Records Management Training Priorities (PDF) - State Agency Coordinating Committee, Records and Information Management Subcommittee
• Navigating Change in Records Management (PDF) - State Agency Coordinating Committee, Records and Information Management Subcommittee

Policies

Sample policies and blog articles published by TSLAC:

• Template - Electronic Records Management Policy (PDF)
• Template - Email Policy (PDF)
• Template - Social Media Policy (PDF)
• What needs to be addressed in an E-Records Management Policy? (TSLAC-The Texas Record blog)
• Social Media Policies and Procedures (TSLAC-The Texas Record blog)

More policy resources from other states :

• Records Policies - Delaware Public Archives
• Model Policy and Procedure for the Management of Electronic Mail in Kentucky Agencies (PDF)
• Digital Records Policies and Guidelines - State Archives of North Carolina
• Records Management Policies and Manuals Michigan
• Nebraska Information Technology Commission Standards and Guidelines Nebraska
• Tennessee Electronic Records Policy
• Internal Controls for the Management of Mobile Communications Devices (PDF) - Dept. of Administrative Resources, Oregon
• Information Management Policies - National Archives of Australia

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Security

• DIR Control Standards TAC §202 - DIR-Texas
• DoD Preventing Breaches of PII (PDF) - Dept. of Defense
• Information Security Best Practices for Public Agencies (PDF) - Vermont

Systems, and Migration

• DoD Standard 5015.02 (PDF) - Dept. of Defense
• Cleaning Up Your Shared Drive - TSLAC-The Texas Record blog
• Cloud Storage - TSLAC-The Texas Record blog
• FAQ: Do I need a DoD 5015.2 Compliant EDRM/ECM System? - TSLAC-The Texas Record blog
• Migration: How to Begin and Where to Go - TSLAC-The Texas Record blog
• Systems Design Considerations (PDF) - Arizona
• Universal Electronic Records Management (ERM) Requirements - NARA
• Electronic Document Management Systems Guidelines - Minnesota State Archives
• Nebraska Information Technology Commission Standards and Guidelines
• Managing Database Records - Washington

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Email

• RIMS Email Management Guidance - Alaska
• Model Policy and Procedure for the Management of Electronic Mail in Kentucky Agencies (PDF)
• Email Management Guidelines - Minnesota State Archives
• Email Management Guideline (PDF) - Utah
• Managing Email - Washington
• Email Management Education Project (PDF) - State Agency Coordinating Committee, Records and Information Management Subcommittee

Social Media

• DIR Social Media Resource Guide (PDF) - DIR-Texas
• Social Media blog series - TSLAC-The Texas Record blog
• DoD Social Media Guidance - Dept. of Defense
• Social Media Use Guideline for Government Agencies (PDF) - Utah
• Managing Social Media - Washington

Text Messaging

• Internal Controls for the Management of Mobile Communications Devices (PDF) - Dept. of Administrative Resources, Oregon
• Managing Text Messages - Washington

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Destruction

• Quick Tips on Disposal of Electronic Records - TSLAC-The Texas Record blog
• FAQ: Why should I purge electronic records that have met retention? - TSLAC-The Texas Record blog
• DIR Sale or Transfer of Computers and Software (PDF) - DIR-Texas
• Electronic Records and Records Management Practices (PDF) - Florida

Permanent and Vital

• Success Criteria for Managing Permanent Electronic Records (PDF) - NARA
• International Research on Permanent Authentic Records in Electronic Systems (InterPARES Project)
• Electronic Records Long-Term Preservation Guidelines - Minnesota State Archives
• Department of General Services Electronic Records Management Handbook (PDF) - California
• Digital Recordkeeping Guidelines (PDF) - National Archives of Australia

Data

• Governing Data, Records, and Information Together (PDF) - DIR and TSLAC Collaboration

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