More and more archivists are asked on a daily basis by their institutions to include records management duties in their repository services. If you belong to that expanding group, this 90-minute webinar is for you! You'll take a tour through the world of records management, including discussion of relevant standards, best practices for getting your RM program off the ground, and the components of a successful records management training and outreach program.


Learning Outcomes

Upon completion of this webinar, you should be able to:

  • Identify key constituencies and records management stakeholders at your institution
  • Discuss and explain principles with relevant stakeholders
  • Select records management resources best suited to specific concerns
  • Summarize resources for ready reference and training
  • Prepare a plan for developing an institutional records management policy


Who Should Attend?
Archivists, practitioners, managers, administrators, librarians, and museum professionals


What You Should Already Know:
Attendees should be familiar with Records Management terms in SAA's 2005 Glossary of Archives and Records Terminology, including Records Management, Series, Life Cycle, Records Continuum, and Retention Schedule.


Sign up for Word of the Week, a weekly email produced by SAA's Dictionary Working Group which will define new archives terms as well as update entries from the 2005 Glossary.)

Webinar Information
Date Presented:
October 07, 2014 2:00 PM Eastern
1 hour, 30 minutes
Records Management for Archivists

Brad Houston, MA , MLS
University of Wisconsin-Milwaukee
University Records Officer


Brad Houston is the university records archivist at the University of Wisconsin-Milwaukee (UWM), where he coordinates records management activity and helps set records policy for over 200 campus units. Brad has given numerous presentations on born-digital records, digitization, and research data management both for end-users at UWM and for information professionals.


Since 2010, he has led workflow development for and management of electronic records for the UWM Libraries, Archives Department and led the implementation of UWM's Web Archiving program since 2012. Before coming to UWM, Brad performed archives and records management work at the Harry S. Truman Presidential Library, The University of Maryland-College Park University archives, National Geographic Society, and the Federal Executive Office of the President.


Brad currently serves as co-chair of the Southeast Wisconsin Archivists Group and is a member of SAA's Education Committee. From 2011-2014, he served as chair of SAA's Records Management Roundtable and is continuing to work with the RMRT Steering Committee as immediate past chair. From 2013-2014, he was part of a Council-sponsored working group to revise and update SAA's own records retention schedule.


Brad received a BA in History from Grinnell College in 2004 and a MA in European History/MLS in Archives and Records Management from the University of Maryland-College Park in 2007.


Anne Marie Phillips
Princeton University
University Records Manager


Anne Marie Phillips is currently the University Records Manager at Princeton University. She is tasked with establishing a formal records management program for the University and works closely with executive, academic, and administrative departments in achieving this goal.


Prior to her current position, Anne Marie was the Assistant University Archivist at Yale University, managing the Archives 300 project, an effort that resulted in a record retention plan intended to deliver historical documentation to the University Archives and allow for the timely destruction of non-permanent records.


Anne Marie previously held records management and archives positions at Babson College, The Free Library of Philadelphia and Philadelphia Department of Records, and at the Central Administration of the State University of New York.

Anne Marie has a BA from Wellesley College and an MLS from the State University of New York at Albany.

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SAA Member Price:$145.00
Non-Member Price:$175.00