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Open Gov Plan Cover

Last Friday, the Archivist of the United States blogged the announcement of the release of our newest Open Goverment plan in the post, “Innovate to Make Access Happen.” You can access the agency’s newest Open Government Plan in PDFWord, and at

We also wrote about the plan in more detail on our Narations blog.  For our records management stakeholders, I would encourage you to review section 5 “Provide Leadership and Services to meet 21st Century Needs” (starting on page 29)  where we discuss how the Open Government Plan supports the work being completed on the Managing Government Records Directive. Yes, Records Management is still the backbone of Open Government!

Please review the rest of the plan to see how we have integrated our new strategic plan and how we propose to “innovate to make access happen.” To learn more about our open government efforts, visit  To provide feedback on NARA’s most recent Open Government Plan, please comment below or email


During the month of April, Kevin DeVorsey, Electronic Formats Specialist in the Office of the Chief Records Officer of the U.S. Government presented two online sessions on NARA’s new permanent electronic formats transfer guidance.  One of these sessions was recorded and is now available on the National Records Management Training Program’s YouTube playlist.

This recording highlights the key changes that are reflected in the recently released revision of NARA’s transfer guidance. From new categories of electronic records to new file formats, the guidance reflects a major shift and Kevin draws attention to these changes and explains what they mean to federal agencies as they work to meet their records management objectives.

We are pleased to announce that additional resources related to Capstone, A New Approach to Managing Email Records, are now available. The resources added to our email management page include:

As always, if you have specific questions about Capstone, please contact your Agency Records Officer or your Appraisal Archivist.

NARA Bulletin 2012-03, issued August 21, 2012 informed Federal agencies that, beginning October 1, 2012, we will use the Electronic Records Archive (ERA) for scheduling records and transferring permanent records to the National Archives.

As a reminder, we provide ERA support and training for agencies using ERA and agencies just getting started. These include:

  • Online ERA training modules for scheduling and transfer are available on the ERA eLearning Page.
  • NARA has recently updated the ERA Agency User Manual (.pdf) with expanded instructions and additional illustrations.
  • NARA provides Crosswalk Documents to illustrate how SF 258 fields correspond to ERA Transfer Request (TR) fields, and how SF 115 fields correspond to ERA Record Schedule (RS) fields in ERA.
  • Agency records managers in the Washington DC area may request specialized on-site assistance by completing an Online Training Assistance Request Form (.pdf).
  • For technical ERA system issues like resetting of passwords, etc., users can call the ERA Help Desk.  Agencies can call the ERA Help Desk from 6 AM to 8 PM EST at 1-877-372-9594.  Agencies can also reach the ERA Help Desk by e-mail to

These resources and links to additional ERA support can be accessed on the ERA Homepage. Agencies needing additional information should contact their NARA appraisal or accessioning archivist.

Over the last few weeks, we have posted several items for comment that we want to remind people about. Please take a moment and go back through these posts if you have not yet had the opportunity.We welcome any comments.

First, we posted the draft of our Automated Electronic Records Management Plan in support of goal A3.1 of the Managing Government Records Directive. Comments are being accepted on the draft until April 25.

We have also concluded our three part series on Managing Records in Mobile Environments. The posts can be found here, here, and here. Please feel free to review and leave comments on any individual post or any general comments about our approach to this topic. Do you have any ideas for future postings?

September 2014
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