Transcript Document

An introduction to records management
at Clemson University
Records Center is located at the Library Depot
103 Clemson Research Blvd
Anderson, S.C. 29625
is the practice of maintaining records of an organization using
management techniques that control the records from the time
they are created until their destruction or archival preservation
Creation
Destruction/
Preservation
Use
Classification
Storage/
Security
Definitions and concepts:
Record- A tangible or electronic object that is the evidence and representation of the
activity of an organization
Record Series- A group of related records that are used or filed together
Retention Schedule- a rule of the length of time a record/record series must be held
until the destruction or archival selection date
General Schedules- rules that apply to records commonly found in all campus
departments (e.g., timesheets)
Specific Schedule - a rule that applies to unique records that are not covered in the
general schedules
Definitions and concepts:
Records Inventory - an analysis to determine the type, volume, inclusive dates and
regulatory requirements of a department’s records
Compliance Audit – conducted periodically to review schedules, answer questions and
ensure proper procedures are being followed within campus departments
Disposition - the final destruction or archiving of a record
The Library Depot’s Records Center staff and the University
archivist assist administrative offices and departments in
complying with the South Carolina Public Records Act by:
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Helping identify official and vital records
Standardizing records retention/disposition policies
Conducting compliance audits
Promoting systematic and uniform disposition practices
Educating personnel through workshops and the website
Analyzing the use of enterprise systems
Serving as the liaison between the university and the S.C.
Department of Archives and History, which by statute is the
authority on state agency records.
What is a public record?
S.C. Code 30-1-10 to 30-1-140
Public Records are defined as “all books, papers, maps,
photographs, cards, tapes, recordings, or other documentary
materials regardless of physical form or characteristics, that are
prepared, owned, used, in the possession of, or retained by a
public body”.
Who is responsible for the records?
Owner- Department personnel that create or manage the original
record
Custodian- person that stores the original record but does not
own it
The Library Depot’s records center staff work with the owners and custodians of
records on campus to ensure proper procedures are being followed for the legal
retention and disposition of official records.
Best practices for handling your departmental records:
Know the retention schedules (general and specific) for
your departmental records.
 Have a consistent and orderly filing system
 Have written procedures for handling your records
 Get proper authorization for destruction of records that
have met their legal retention requirements.
 Dispose of the records correctly.
 Contact records center staff with any questions
or concerns.
Storing your records at the Library Depot
Clemson University Libraries has an off-site, high density shelved
facility for storing the university’s semi-current records.
- Only records that fall within the inclusive dates of a state retention
schedule are accepted.
- Current records that are accessed frequently are not recommended
for storage.
- The service is open to all Clemson University Departments
- Records are only accepted if stored in heavy-duty bankers boxes.
- Fee is 25¢ per box, per month. Billed annually.
- No fees for transporting materials or final disposition.
Records Transfer Request form
 Use to request pick up and storage of
your records.
 Use to request a final disposition
authorization for records stored in your
office that have met their legal retention
requirement.
Since the document shows custody, all fields
must be complete before it can be accepted
for review by Records Center staff.
Access to your stored records
 Use the online request form to request
your records from the records center
 We deliver/pick up at scheduled times
during the week
 Call to schedule a visit to the records
center
Final Disposition of Records
 Records are destroyed or archived at the end of their retention period.
 A disposition authorization form is created by the Records center staff
that lists the record series, retention schedule and method of
disposition. (Secure Shred, Recycle or Archive) The form should be
signed and retained in the department for three years.
 Records should be destroyed in the manner indicated on the form.
Shredding is managed by the University Recycling Center.
 Departments are responsible for the proper disposition of records
stored in their office. Records stored at the Library Depot are managed
by the Records center staff which includes notifying departments when
their stored records are eligible for final disposition.
Contact us for more information
Michelle Voyles University Records Coordinator 656-0680
Dennis Taylor University Archivist/Records Officer 656-4751
Robin Chambers Library Depot Operations Manager 656-0288
http://clemson.libguides.com/librarydepot