Glossary
Unless otherwise specified, the following definitions are taken from the Dictionary of Archives Terminology produced by the Society of American Archivists. Along with the definition of each term, you will find pointers to resources where you can discover more about these records management and archival terms.
- The usefulness or significance of records in supporting the operations and management of the organization that created them.
Additional Resources
- The process of identifying materials offered to an archives that have sufficient value to be accessioned.
- The process of determining the length of time records should be retained, based on legal requirements and on their current and potential usefulness.
Additional Resources
- When used by records management, the terms “archive” and “archives” often refer to an institution which collects permanent records after their current business use has ended, preserves them, and makes them available to the public for research and similar purposes. When used by information technology, the term “archive” refers to a collection of computer files that has been moved from active disk storage to another location (either for backup purposes or for storage on less expensive media) from which it can be accessed if needed. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- The quality of being genuine, not a counterfeit, and free from tampering, and is typically inferred from internal and external evidence, including its physical characteristics, structure, content, and context.
- When used by records management, the term “backup” refers to duplicate records stored off site under environmentally controlled conditions for protection of the information in case the original records are lost or damaged. They usually satisfy the limited-term business retention requirements of the information contained in the backup. Backups are not substitutes for permanent retention of electronic records, which are stored in archives. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
Additional Resources
- A collection of documents relating to circumstances that may include particular situations, individuals, investigations, or administrative actions.
- Records to which access is restricted by law. Access may be limited to authorized persons and/or for a specified time period. Such records often include those relating to personnel, client health, labor or business negotiations, and juvenile offenses, among others. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
Additional Resources
- NC Gen. Stat. 132-1.1 through 132-1.23
- NC Gen. Stat. 132-11, Time limitation on confidentiality of records
- An effort within individual agencies to ensure that they can continue to perform their essential functions during a wide range of emergencies, including acts of nature, accidents, and technological or attack-related emergencies. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- The person or organization holding and responsible for the care of archival and other cultural materials.
Additional Resources
- NC Gen. Stat. 132-2, Custodian designated
- Records Custodian
- A disposal process that results in the obliteration of records.
Note: In North Carolina, paper records can be burned, shredded, placed in acid vats, or sold as waste paper. Electronic data and metadata should be overwritten, deleted, and unlinked.
Additional Resources
- NC Gen. Stat. 132-3, Destruction of records regulated
- NC Administrative Code, Title 7, Chapter 4, Subchapter M, Section .0510, Methods of Destruction
- FAQ: Records Destruction
- Destruction Holds
- Specific directions regarding the manner in which records are to be disposed.
Note: Disposition instructions may include procedures for screening records before transfer to the archives or specific instructions on how records are to be destroyed.
- The critical activities performed by organizations, especially after a disruption of normal activities. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- Records needed for the Continuity of Operations (COOP) of a government agency during and following an emergency. They are records an agency must have to perform one or more of the following critical functions: operate during an emergency; resume or continue business after an emergency; re-establish the legal, financial, and/or functional status of the agency; rebuild the community after the crisis passes. Sometimes referred to as “vital records,” e.g., by the National Archives and Records Administration. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
Additional Resources
- A classification scheme describing different types of files, how they are identified, where they should be stored, how they should be indexed for retrieval.
Additional Resources
- A technique for appraising and processing materials based on the relative importance of the activities performed within an organization.
Additional Resources
- The process of surveying the records in an office, typically at the series level.
- "Public record" or "public records" shall mean all documents, papers, letters, maps, books, photographs, films, sound recordings, magnetic or other tapes, electronic data-processing records, artifacts, or other documentary material, regardless of physical form or characteristics, made or received pursuant to law or ordinance in connection with the transaction of public business by any agency of North Carolina government or its subdivisions. Public Records Act, N.C. General Statute 132-1
Additional Resources
- Recorded information, regardless of medium or characteristics, made or received by an organization in pursuance of legal obligations or in the transaction of business. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- The single copy of a document, often the original, that is designated as the official copy for reference and preservation.
Additional Resources
- A group of related records that are filed and/or used together as a unit and therefore are evaluated as a unit for retention purposes. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- A written, approved, implemented, and periodically tested plan that includes the information and actions needed to respond to and recover from a records emergency. It is not the disaster plan itself, it is only an element of the plan—the portion of your disaster plan that relates to records. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- A detailed listing of the types, locations, dates, volumes, equipment, classification systems, and usage data of an organization’s records, made in order to evaluate, appraise, and organize the information. Council of State Archivists, Key Terms & Acronyms for the IPER Courses
- The systematic and administrative control of records throughout their life cycle to ensure efficiency and economy in their creation, use, handling, control, maintenance, and disposition.
- A copy of a record kept for easy access to the information it contains, as opposed to its intrinsic or evidential value.
Note: This is different than the record copy/official copy.
Additional Resources
- The usefulness or significance of materials based on their content, independent of any intrinsic or evidential value.
- A document that identifies and describes an organization's records, usually at the series level, provides instructions for the disposition of records throughout their life cycle.
Additional Resources
- The evaluation of the possibility of incurring loss, damage, or injury and a determination of the amount of risk that is acceptable for a given situation or event. Also called risk analysis.
Additional Resources
- A collection of documents relating to some topic.
- A record of ephemeral value that can be destroyed immediately or after a short time period.
Additional Resources
- An event or action that initiates or activates the retention start date of a record. Iron Mountain, Event-Based Retention Guide
Additional Resources