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ERM Initiative Guidance Products

Following are the guidance products that have been developed as part of the ERM Initiative:

Enterprise-Wide ERM

• Recommended Practice: Analysis of Lessons Learned for Enterprise-wide ERM Projects
  Issued 06/27/06
  
  
• Recommended Practice: Developing and Implementing an Enterprise-wide Electronic Records Management (ERM) Proof of Concept Pilot
  Issued 03/31/06
  
  
• Guidance for Building an Effective Enterprise-wide Electronic Records Management (ERM) Governance Structure
  Issued 12/22/05
  
  
• Recommended Practice: Evaluating Commercial Off-the-Shelf (COTS) Electronic Records Management (ERM) Applications
  Issued 11/30/05
  
  
• Guidance on Methodology for Determining Agency-unique Requirements
  Issued 8/23/04
  
  
• Guidance for Coordinating the Evaluation of Capital Planning and Investment Control (CPIC) Proposals for ERM Applications
  Issued 6/23/03

Electronic Information Management Standards

• NARA Bulletin 2003-03, Endorsement of DoD Electronic Records Management Application (RMA) Design Criteria Standard, version 2
  Issued 1/15/03

Transfer permanent electronic records to NARA

• Regulation on additional transfer methods - HTML     PDF
  Published 12/30/02; effective 1/29/03
  
  
• Transfer Instructions for Permanent Electronic Records: Web Content Records
  Issued 9/17/04
  
  
• Transfer Instructions for Permanent Electronic Records: Digital Geospatial Data Records
  Issued 4/9/04
  
  
• Transfer Instructions for Permanent Electronic Records: Digital Photographic Records
  Issued 11/12/03
  
  
• Transfer Instructions for Permanent Electronic Records in Portable Document Format (PDF)
  Issued 3/31/03
  
  
• Transfer Instructions for Existing Scanned Images of Textual Records
  Issued 12/23/02
  
  
• Transfer Instructions for Existing E-mail Messages with Attachments
  Issued 9/30/02
  
  

For questions about the ERM guidance products, please contact records.mgt@nara.gov.

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