ERA Updates: Training and the Annual Move of Permanent Records to NARA June 23, 2014 BRIDG Meeting Michael Carlson, Special Advisor, Records Management Services

Training & Support July 30, 2014 Scheduling – 10:00 am to 12:00 noon Transferring – 1:00 pm to 3:00 pm Archives I, Jefferson Conference Room Sign up at: enter.asp?id=178413&DCT =1&sessionid=3- B729DE7C-CE A7CF- F1C114EAD963&page=91 &CookieTest=CookiesAllo wed 2

Training & Support 3 Video FAQs Answers to: Locating legacy schedules in ERA Citing superseded items in schedules Dealing with media neutrality Handling multiple accessioning instructions Attaching schedule crosswalks Attaching schedule item to Transfer Request Indicating access restrictions Transferring classified records Search and download in ERA What are the different forms in ERA In FY 2014!

Training & Support 4 ERA Help Desk Agency Visits or or telephone: Michael Carlson at or

Training & Support 5 Training Assistance Online Training assistance.pdf era/training/

Training & Support 6 ords-mgmt/era/

Annual Move 2014 and 2015 Annual Moves 7

2014 Annual Move 8  Transfer Requests (TRs) loaded into ERA, October 21, ,705 TRs (90,363.6 cubic feet) loaded 3,616 (34,091.4 cubic feet) have been proposed to NARA as of June 16, % still have not been proposed (62% of volume)  Still plenty of time to propose them!

Agencies will receive lists of potentially eligible FRC transfers for January 2015 for their agency Agency deadline for proposing Transfer Requests to NARA for movement in the January-March quarter Deadline for physical transfer of all records with NARA approved transfer requests NARA will load Transfer Requests into ERA for eligible transfers NARA deadline to make the approval decision on Transfer Requests proposed by December Annual Move 9 October 1, 2014 December 1, 2014 January 15, 2015 March 31, 2015 August 1,

2015 Annual Move  For classified records, attach a completed Classified Records Transfer Checklist (NA form 14130) prior to submission to NARA  More information is at c/forms/na pdf. c/forms/na pdf 10

Reviewing Spreadsheets  Validate the information on the spreadsheets  Review disposition Authorities  Review information on restrictions  Plan your work: Retiring Office added to this year’s spreadsheet 11

Reviewing Spreadsheets  Determine that the records are not needed for current agency business such as litigation discovery.  Consult your FOIA office, security office and general counsel as needed. 12

Reviewing Spreadsheets  Send any changes or questions to:  Changes received before September 1 will be reflected in the Transfer Requests 13

Training & Support  Webinar on reviewing the spreadsheets TBD Early August, 1:00 pm to 2:30 pm EDT Dial-in information distributed later  Webinars on Using ERA for the Annual Move TBD 14

Other ERA News 15  Better browser support Internet Explorer Versions 9 and 10 Chrome Firefox  Search and download capability [Next slide]

ERA Training Opportunities - BRIDG - April 17,

Contact Annual Move Questions and Feedback ERA Assistance Michael Carlson Or your appraisal or accessioning archivist Or the ERA Help Desk at or 17