June 12, 2021

National Archives Releases New Guidance on Metadata For Electronic Records

From NARA’s Records Express Blog:

We are pleased to announce that we have issued new guidance for Federal agencies on minimum metadata requirements for transferring permanent electronic records to NARA.

NARA Bulletin 2015-04: Metadata Guidance for the Transfer of Permanent Electronic Records, describes the minimum set of metadata elements that must accompany permanent electronic records transferred to NARA. This Bulletin was written with feedback from a wide variety of stakeholders, including OMB, the Federal Records Council, Federal agencies, and the public. We appreciate everyone’s input on this policy document.

Appendix A gives agencies a minimum list of metadata elements with examples.

Appendix B provides agencies with recommended file and folder naming conventions that are platform-independent.

This Bulletin identifies the minimum metadata elements that must accompany permanent records. NARA will provide additional metadata guidance during FY ‘16, including blog posts for FAQs and a bulletin.

Direct to Complete Blog Post

About Gary Price

Gary Price (gprice@mediasourceinc.com) is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at Ask.com, and is currently a contributing editor at Search Engine Land.

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