Advice and guidance
The National Archives runs an active guidance programme on all aspects of the management, appraisal and preservation of digital records.
Highlights include:
- Complying with the Records Management Code: Evaluation Workbook and Methodology
- Complying with the Records Management Code: Automated Support Tool
- Guidelines for management, appraisal and preservation of electronic records
- Appraisal policy
- Custody of electronic records
- The preservation of digital information, and details of the digital archive at The National Archives
- Section 46: Assessing information management in government
- Guidance on specifying requirements for an offsite store
Checklists for exporting and transferring electronic records data between systems
- Export and import checklist (PDF, 819.92kb)
- EDRMS and fileplan - background checklist (PDF, 31.17kb)
- Export-import routes (PDF, 35.26kb)
- Guide for the verification of data transition processes (PDF, 71.44kb)
Electronic records toolkits
These toolkits are designed to explain both the principles and practical implementation strategies for managing digital records
- How to produce a corporate policy on electronic records (PDF, 89.78kb)
- Toolkit for appraising the inventory of electronic records (PDF, 183.39kb)
- Business classification scheme [File plan] design (PDF, 182.51kb)
- Guidelines on developing a policy for managing email (PDF, 528.42kb)
- Guidance publication on realising benefits (PDF, 252.10kb)
Archived material
The guidance listed below is no longer current. However, you can still access a version for reference in the UK Government Web Archive.
This page contains PDF files. See plug-ins and file formats for help in accessing these file types.
