Further resources & case studies

Listed below are a number of resources that relate to the topic of EDRMS preservation. This list was collated during the course of the work of the EDRMS Preservation Task Force and it was noted by Task Force members that there wasn’t a huge quantity of existing guidance available on this subject.  Please contact us if you know of other useful resources that should be referenced here.

General guidance

• Unbroken records: A briefing day on Digital Preservation and EDRMS (2021)

• Migrating information between records management systems, The National Archives, UK (2017)

• Project checklist for records management systems migration, The National Archives, UK (2017)

• Testing for continuity checklist, The National Archives UK (2017)

• Good Migrations: A Checklist for Moving from One Digital Preservation Stack to Another, NDSA (2020)

• MoReq2010

• Digital preservation - Requirements for preserving authentic, reliable and usable records in an EDRMS over the long term: A case study, Zsuzsanna Tözsér Milam (2014)

• CITS ERMS (Electronic Records Management Systems), DILCIS Board

• ERMS-Archival transfer service - a presentation at the DLM Forum, Angela Dappert (2015)

Relevant guidance from task force members

• Electronic Records Management guidance, National Records of Scotland

• Criteria for Successfully Managing permanent electronic records, National Archives & Records Administration, USA (2018)  

• Universal Electronic Records Management (ERM) Requirements, National Archives & Records Administration, USA (2020)

• Information Management Standard for Australian Government, National Archives of Australia

• Australian Government Recordkeeping Metadata Standard, National Archives of Australia

• Building Trust in the Public Record Policy, National Archives of Australia

Case studies demonstrating how organizations have tackled the challenge of records preservation. 

• Determining risk, Nicola Steele, Grosvenor Estates

• EDRMS Sentencing and Transfer Project, James Doig, National Archives of Australia

• Preserving records from an EDRMS - a case study from PRONI, Hugh Campbell, Public Record Office of Northern Ireland (PRONI)

• Transfer of records from an EDRMS into a Digital Preservation system, Elvis Valdes Ramirez, UN International Residual Mechanism for Criminal Tribunals (IRMCT)

• Starting out with EDRMS preservation: Selecting a preservation approach, Lorna Williams, Bank of England 

We would like to provide further case studies demonstrating how different organizations have tackled this challenge. Please contact us if you have a relevant case study you would like to share.