Upcoming Presentations

No presentations are currently scheduled. To schedule a presentation for your office, please contact the Records Manager.

Records Management Presentations

The Records Management Program provides training presentations to departments and offices upon request. Presentations provide a general introduction to records management and can be customized to departments as needed.

To request a training session or presentation, please contact the Records Manager.

Past presentations can be found below.

Records Management at Duke (pdf)

Description: Wondering what to do with those drawers full of old documents in your office? Your departmental shared drive got you down? Join the University Archives for an introduction to Records Management! Our Records Manager, Hillary Gatlin, will present on Duke University’s revitalized records management program. The presentation will cover identifying archival records, records retention guidelines, best practices for handling electronic records, and much more.

Managing Electronic Records (pdf)

Description: Does your shared drive bring you joy? Or does it terrify you? Well-organized electronic records will result in better productivity and smoother workflows. This presentation will discuss strategies for managing electronic records, with a focus on organizing and cleaning out shared drives/directories. Learn how to review and organize your material to get your electronic records in tip-top shape.

Records Management Handouts

Below please find some documentation outling records management policies and procedures. This documentation is designed to provide an introduction to records management and can be shared with Duke employees at all levels. If you have questions regarding this documentation, please contact the Records Manager.

Records Management Brochure (pdf)

What Records Should I Transfer (pdf)

How to Transfer Records (pdf)

Additional documentation will be added as it is produced.

Records Management Tutorials

These short videos are designed to provide basic information on records management for offices. Transcripts of the videos have been provided in pdf form. For additional information, please contact the Records Manager.

What is a Record?

How Do I Name a File?

How Do I Complete a Records Inventory?

What is a Records Retention Guideline?

How Do I Pack a Records Box?