RECORDS MANAGEMENT Judith Read and Mary Lea Ginn

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Presentation transcript:

RECORDS MANAGEMENT Judith Read and Mary Lea Ginn Chapter 5 Alphabetic Indexing Rules 9−10 © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 9: Identical Names When names are identical, the filing order is determined by the addresses For identical names, sort records by City names first State or province names second Street names third House or building numbers fourth © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 9: Identical Names © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names For local and regional government names The name of the county, city, town, or village is the first unit The most distinctive part of the name comes next (e.g., public library, fitness center, water works) The type of office comes next (e.g., county of, city of, department of, office of) “Of” is not added to a name © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names For state government names The name of the state or province is the first unit The most distinctive part of the name comes next (e.g., attorney general, commissioner) The type of office comes next (e.g., office of, department of) “Of” is not added to a name © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names For federal government names Use three indexing levels rather than units United States Government is the first level The name of a department or top-level agency is the second level A distinctive name is the third level (e.g., national weather service, civil rights office) “Of” and “the” are not considered but may be included for clarity © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names For foreign government names Index the name as translated into English Use the most distinctive part of the country name as the first unit Index the balance of the country name Index distinctive names for branches, departments, or offices next © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Rule 10: Government Names © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Cross-Reference Examples Foreign business names File records under the English translation of the name Cross-reference using the foreign name © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Cross-Reference Examples Foreign government names File records under the English translation of the name Cross-reference using the foreign name © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Subject Titles Subject titles may be used in an alphabetic name file Applications Bids or project names Special promotions or celebrations The subject title is the key unit Subject subdivisions are indexed next The correspondent’s name is indexed last © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Subject Titles © 2016 Cengage Learning® © 2016 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.