Education and Training Materials
Any of the study materials can be downloaded and used without charge. Hard copies can be purchased. Please contact our office for current prices.
The materials, which are listed below, are available in Microsoft Word and PDF Adobe Reader formats. Educators are free to use the material in any way that is helpful, but the Trust should be acknowledged, and the material may not be sold without the Trust’s permission. The Trust asks that users acknowledge the source of the material.
There is a Spanish adaptation, in two volumes, of some of the study material, which is described at the end of this list.
Training in Electronic Records Management (2009)
| Study Modules |
Adobe PDF |
MS Word |
| Module 1: Understanding the Context of Electronic Records Management |
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| Module 2: Planning and Managing an Electronic Records Management Programme |
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| Module 3: Managing the Creation, Use and Disposal of Electronic Records |
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| Module 4: Preserving Electronic Records |
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| Module 5: Managing Personnel Records in an Electronic Environment |
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| Additional Resources |
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| Glossary of Terms |
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| Guidance Material |
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| Integrating Records Management in ICT Systems:
Good Practice Indicators |
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| Route Maps |
A4 |
A3 |
| Implementing Electronic Records Management |
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| Designing a Records Management Improvement Programme |
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| Integrating Records Management in the Systems Development Life Cycle |
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Management of Public Sector Records Study Programme
| No. |
Description |
Adobe PDF |
MS Word |
| 1 |
The Management of Public Sector Records: Principles and Context |
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| 2 |
Organising and Controlling Current Records |
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| 3 |
Building Records Appraisal Systems |
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| 4 |
Managing Records in Records Centres |
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| 5 |
Managing Archives |
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| 6 |
Preserving Records |
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| 7 |
Emergency Planning for Records and Archives Services |
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| 8 |
Developing the Infrastructure for Records and Archives Services |
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| 9 |
Managing Resources for Records and Archives Services |
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| 10 |
Strategic Planning for Records and Archives Services |
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| 11 |
Analysing Business Systems |
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| 12 |
Understanding Computer Systems: An Overview for Records and Archives Staff |
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| 13 |
Automating Records Services |
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| 14 |
Managing Electronic Records |
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| 15 |
Managing Financial Records |
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| 16 |
Managing Hospital Records |
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| 17 |
Managing Legal Records |
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| 18 |
Managing Personnel Records |
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| 19 |
Managing Current Records: A Procedures Manual |
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| 20 |
Restructuring Current Records Systems: A Procedures Manual |
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| 21 |
Managing Records Centres: A Procedures Manual |
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| 22 |
Managing Archives: A Procedures Manual |
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| 23 |
Planning for Emergencies: A Procedures Manual |
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| 24 |
Model Records and Archives Law |
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| 25 |
Model Scheme of Service |
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| 26 |
Educators Resources: |
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Introduction to the Study Programme |
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Glossary of Terms |
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Additional Resources for Records and Archives Management (Bibliography) |
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Educators’ Resource Kit |
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Writing Case Studies: A Manual |
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| 27 |
Case Studies Volume 1 |
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| 28 |
Case Studies Volume 2 |
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| 29 |
Case Studies Volume 3 |
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Spanish Adaptation of the Study Programme
Two volumes of material in Spanish have been produced, drawing on the Management of Public Records Project Study Programme, at the University of Montevideo in Uruguay. The Trust is grateful to the National Archives of Uruguay (Archivo General de la Nacion Uruguay), for kind permission to make the Spanish material available free of charge.
Gestión de Documentos del Sector Público desde una Perspectiva Archivistica Vol I 
Gestión de Documentos del Sector Público desde una Perspectiva Archivistica Vol II: Organizacion y Control de Documentos Adminstrativos
or 
Hard copies of this material can be obtained by writing to:
Archivo General de la Universidad
18 de Julio 1824 P.1.
11200 Montevideo, Uruguay