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ELECTRONIC RECORDS MANAGEMENT HANDBOOK

Published By CalRIM
California Records & Information Management (CalRIM)
February 2002 - Supersedes previous edition dated August 1995

PREFACE
The California Department of General Services (DGS), State Records, California Records and Information Management (CalRIM) is responsible for guidance of the State of California Records Management Program. The common goal is to ensure that state agencies acquire, manage, and use information resources economically and efficiently.
 
The Electronic Records Management Handbook is one of a series of initiatives on records and information management. This handbook is part of CalRIM's continuing effort to help state agencies improve their office systems and procedures.
 
The purpose of this Electronic Records Management Handbook is to provide guidance for managing electronic records and electronic recordskeeping systems for California State government to meet current and emerging record management responsibilities and the many challenges of e-government. It is not a regulation or manual, but focuses on methods and procedures, not equipment. The principles and techniques included, if followed, should increase electronic recordskeeping efficiency, effectiveness, and economy.
 
CalRIM revised this handbook by employing the Records Management Consulting Services provided by the DGS Procurement Division Master Services Agreement (MSA) Program, with additional information compiled by the CalRIM staff. The Secretary of State, State Archives staff and volunteer state agency members that comprised the Records Management Customer Council also contributed.
 
Information was also obtained from the Texas State Library, Records Management Division and the State of Oklahoma on Basic Guidelines for Disaster Planning. This handbook is based on Federal guidelines developed by the U. S. General Services Administration, Information Resources Management Service (IRMS). IRMS is responsible for developing government-wide policies and guidance for automatic data processing, records and telecommunications.
 
Please feel free to contact CalRIM (916) 375-4398, or e-mail calrim@dgs.ca.gov with any questions you may have concerning information in this handbook.
 
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Updated : 9/11/2007