Training
The University of Toronto Archives and Records Management Services (UTARMS) offers regular training sessions on a variety of records management topics as well as information sessions with preferred records management vendors to discuss their products and services.
Records Management Training Courses - Fall 2012 training dates are coming!
UTARMS is currently offering training sessions on Records Management Fundamentals, Records Management: The University of Toronto File Plan and Records Management: Electronic Records and Desktop Management. Training or presentations on other records management topics can be arranged by contacting UTARMS . Session topics, duration and location can be tailored to the requirements of specific groups.
Records Management training sessions are presented on the St. George campus at the Robarts Library, 130 St. George Street. Training sessions can be conducted at either the Mississauga campus or the Scarborough campus upon request.
The instructor for all courses is Loryl MacDonald, University Archivist (416) 978-7656.
Registration information and registration forms are available through the Human Resources Staff Development Course Guide under Administration and Registration respectively.
Vendor Information Sessions:
Vendor information sessions provide University staff with information about records management products and services directly from the vendor. Preferred University vendors are invited to present record and information management solutions to participants. Topics may include off-site storage services, shredding services, and micrographics and digitization services.
Dates for vendor information sessions will be posted to this site as scheduled.
Fall 2012 Schedule: TBA
Records Management Fundamentals - D6287
Course Date(s): TBA
Location: 2nd Floor Conference Room, 2-0005, Library Administration Office, Robarts Library, 130 St. George Street.
Who Should Attend: Staff who have not taken any previous records management training and who want to effectively manage their office’s records.
Course Objectives: This session is an introduction to effective record-keeping practices and the University’s Records Management Program. It will provide participants with a grounding in basic records management principles and practices and will prepare them for further records management training.
What You Will Learn
- What records management is and why it is important
- The University Archives and Records Management Services (UTARMS) and its products and services
- The management of active records; including the University File Plan and access and privacy issues
- The management of semi-active records; including storage, inventories, and scheduling
- The management of inactive records, including archival transfer and destruction
- Imaging programs and their applicability to University offices
The University of Toronto File Plan - D6288
Course Date(s): TBA
Location: 2nd Floor Conference Room, 2-0005, Library Administration Office, Robarts Library, 130 St. George Street.
Who Should Attend: Staff needing to develop or apply file classification systems, especially for administrative records. Staff seeking guidance on retention and destruction of administrative records. Staff who have completed the Records Management Fundamentals training session or have equivalent records management training and experience
Course Objectives: Staff will gain familiarity with classification principles and file plan development. Participants will examine the University of Toronto File Plan and its administration, buildings and properties, equipment and supplies, finance, and human resources main subject groups.
What You Will Learn
- Principles of classification and how they apply to record-keeping
- The purpose and structure of file plans and factors in their development
- The scope, features, and structure of the University of Toronto File Plan
- The retention and disposition requirements for University administrative records as detailed in the File Plan
- Strategies for implementing the File Plan
Records Management: Electronic Records and Desktop Management - D6289
Course Date(s): TBA
Location: 2nd Floor Conference Room, 2-0005. Robarts Library, 130 St. George Street.
Who Should Attend: Staff who want to effectively manage their office’s electronic desktop records. The course will focus on electronic records generated by desktop applications such as word processing, spreadsheets, and email.
Prerequisite: Completion of Records Management Fundamentals course.
Course Objectives: Understand issues relating to the management of electronic desktop records. Examine office technological environments and associated strategies for managing electronic records.
What You Will Learn
- Services offered by the University Archives and Records Management Service
- Technological, organizational, and recordkeeping trends and their impact on the management of desktop electronic records
- Technological, legal and usage issues related to managing electronic records
- Responsible use and management of email
- Types of technological environments existing in University offices
- Strategies for managing electronic desktop records
- Introduction to electronic document management systems and electronic recordkeeping systems
Location Information
Records Management training sessions are presented on the St. George campus at the Robarts Library, 130 St. George Street. At the request of staff, training sessions may be readily set up at either the Mississauga campus or the Scarborough campus.
Registration & Course Information
Registration information and forms for specific courses are available through the Human Resources Staff Development Course Guide.
If you have questions about whether you have completed the Records Management Program certificate requirements, please contact the Staff Development Certificate Program Coordinator, Elaine Preston, at (416) 978-3927 or by email to elaine.preston@utoronto.ca.
If you have any questions about course content, please contact course instructor, Loryl MacDonald, University Archivist at (416) 978-7656 or by email to loryl.macdonald@utoronto.ca.