Training on Best Practices in Electronic Records Management and Digital Archiving

Module 1: Introduction to Electronic Records Management

• Evolution of records management in the digital era

• Key challenges and opportunities

• International standards overview (ISO 15489, MoReq, etc.)

Module 2: Policies and Frameworks for Electronic Records

• Governance and policy development

• Legal and regulatory compliance in different sectors

• Case study: Government digital archiving systems

Module 3: Records Classification and Metadata

• Metadata standards (Dublin Core, PREMIS, METS)

• Designing taxonomies and classification schemes

• Practical: Applying metadata to electronic files

Module 4: Technologies for Digital Archiving

• Storage solutions and formats (PDF/A, XML, TIFF)

• Cloud vs. on-premises archiving

• Demonstration: Setting up a digital repository

Module 5: Security and Risk Management

• Cybersecurity in records management

• Protecting sensitive and confidential information

• Case study: Data breaches and lessons learned

Module 6: Digital Preservation Strategies

• OAIS reference model and trusted repository principles

• Migration, emulation, and data integrity checks

• Practical: Preserving records with open-source tools

Module 7: Workflow Automation and Systems Integration

• Integrating e-records with ERP and business systems

• Role of RPA and AI in digital archiving

• Demo: Workflow automation for e-records

Module 8: Audit, Monitoring, and Quality Assurance

• Records retention schedules and disposal policies

• Conducting audits and compliance reviews

• Group exercise: Designing a compliance checklist

Module 9: Case Studies in Electronic Records Management

• Corporate, healthcare, government, and NGO perspectives

• Successful implementations and failures

• Lessons for sustainable practices

Module 10: Future of Digital Archiving and Capstone Project

• Emerging technologies (blockchain, big data, cloud-first archives)

• Ethical considerations and sustainable practices

• Capstone: Designing an electronic records management framework for participants’ organizations