State Electronic Records Initiative Training Recordings

SERI Webinars typically occur on the 2nd Tuesday of the month at 2pm Eastern. Below are the recordings and slide presentations from previous webinars and trainings. To see a list of our current and upcoming webinars, please visit our SERI Webinars page.

Just What is the SERI, Anyway?

June 9, 2020 | View Recording | Download Slide Deck

Presented by: Allen Ramsey (Connecticut State Library; SERI co-chair), Kathryn Baringer (Maryland State Archives), Nick Connizzo (Consulting Archivist), Christian Skipper (Maryland Department of Transportation), Bonita Weddle (New York State Archives)

You've heard our webinars, now find out who we are - and how you can get involved. With the changing face of record-keeping, the Council of State Archivists (CoSA) saw a need for training and resources that directly address the unique nature of electronic records. As a result, CoSA launched the State Electronic Records Initiative (SERI). In this webinar, you will hear more about the goals and efforts of SERI. You will particularly learn more about the activities of SERI's three sub-committees: Advocacy and Outreach; Tools & Resources; Education & Programming

Audience(s): Archivist Practitioners, Archivist Managers, and Records Analysts/Managers

No technical expertise is required.


BitCurator for State Archives

May 26, 2020 | View Recording | Download Slide Deck

Presented by: Cal Lee, School of Information and Library Science, University of North Carolina at Chapel Hill

BitCurator provides open source digital forensics tools and techniques that can help archives and other cultural heritage institutions ensure the reliability and longevity of digital files. Although it was initially developed for use with manuscripts collections, a growing number of state archives have determined that it fills numerous gaps in their electronic records processing workflows. This webinar will introduce the BitCurator environment and highlight how BitCurator can help state archives safeguard their electronic records, screen for and redact legally restricted information, and address other important concerns. This webinar is an updated version of our of extremely popular September 2019 BitCurator offering.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is needed; however, attendees should be familiar with the fundamentals of digital preservation.


Don’t Let All That Work Go to Waste: Documentation Strategies for Success

April 14, 2020 | Download Slide Deck | Group Discussion Documents | View Recording

Presented by: Carly Dearborn, The Ohio State University and Nathan Tallman, The Pennsylvania State University

We preserve our collections, but like the cobbler’s children without shoes, our own documentation of policies, practices, and workflows could be improved. This webinar will highlight innovative approaches from the field (e.g. OSSArcFlow, Rockefeller Archives Center) for creating sustainable documentation that helps pivot projects to programs and foster shared understanding among teams. Participants will be asked to share the pain points and struggles they face in their own organizations as they work to create documentation and use or update existing documentation for their policies, practices, and workflows. Often, these pain points have commonality and through community discussions, we find opportunities to collaborate on shared problems.

Audience(s): Archivist Managers

No technical expertise is required, though some highlighted strategies feature the use of Git software for version control. (Although not required and there will be no hand-on exercises, you can learn more here, if desired.)


Saving Congressional Constituent Services Data: Lessons from the “America Contacts Congress” Project

March 10, 2020 | Download Slide Deck | View Recording

Presented by: Danielle Emerling, West Virginia University Libraries

Constituent correspondence with the U.S. Congress captures the interactions between Americans and their elected representatives. Since the 1990s, Congress has managed correspondence with digital, proprietary systems, such as iConstituent, IQ, and InterTrac. Data exported from these systems is donated to libraries across the country and consists of structured metadata and associated correspondence. The complexity, format, and sensitive nature of the exported data have posed challenges for repositories. No repository has processed these large data sets in a replicable way, and without a concerted effort, data is at risk of disappearing. Recently, the “America Contacts Congress” project, funded by a LYRASIS Catalyst Fund grant, engaged researchers and archivists to create a roadmap for preserving and providing access to this unique resource.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is required, but attendees may wish to review resources related to this topic and project: Archiving Constituent Services Data of the U.S. Congress: A Report of the CSS/CMS Task Force and America Contacts Congress Project.


Levels of Preservation 2.0

February 4, 2020 | Download Slide Deck | View Recording

Presented by: Members of the National Digital Stewardship Alliance Levels of Preservation Working Group

The original Levels of Preservation was launched in 2013 as a tiered set of recommendations on how organizations should begin to build or enhance their digital preservation activities - a tool to help organizations think through preservation issues. After five years of active use, users expressed the need to update the levels with clarifications, new features, and considerations. In October 2019 the Levels of Preservation 2.0 was released. This webinar will summarize the update process and highlight some of the main changes that were made. As well as sharing the Levels of Preservation grid itself, the webinar will highlight other resources that have been created as part of the revision work, including an implementation guide, and assessment tool focusing on how the Levels of Preservation can be used.

Audience(s): Archivist Practitioners and Archivist Managers

No technical expertise is required; however, attendees should review the Levels of Preservation version 2.0 before the webinar begins.


PST! Hey, It's Email!

January 14, 2020 | Download Slide Deck | View Recording

Presented by: Morgan Jones-King, Kathryn Slover, and Jessica Hills, South Carolina Department of Archives and History

When Nikki Haley left office as governor in 2017, the South Carolina Department of Archives and History (SCDAH) began receiving a flood of records from her administration. Among the records received were the exports of Microsoft Outlook email accounts (PST files) from her cabinet members. Working with these files helped to kick start the SCDAH’s initiative to transfer email accounts from state agencies and to effectively process and make available the content of those accounts. This presentation will cover the SCDAH’s learning curve in how to deal with emails as well as a finalized workflow. From records management procedures to access, the SCDAH is now better equipped to connect its users with a new aspect of its collections.

Audience(s): Archivist Practitioners, Archivist Managers, and Records Analysts/Managers

No technical expertise is required.


Fundamentals of Digital Processing Workflows

December 17, 2019 | View Recording

Presented by: Nicholas Connizzo, Consulting Archivist

Building digital processing workflows is complicated and challenging, especially if you don't know where to start! This webinar will provide an overview of some of the fundamental parts and principles one should consider when implementing a processing workflow for electronic records. The presentation will focus on translating requirements into process in addition to building a framework to fit an organization's needs.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is needed; however, attendees should be familiar with the fundamentals of digital preservation.


Programming for Digital Preservation and Metadata

November 12, 2019 | Download Slide Deck | View Recording

Presented by: Brian Thomas, Texas State Library Commission

As a means of getting things done, programming can pay major dividends compared to the time it takes to learn. Going through the example of converting a homegrown correspondence management system database into item level metadata, this webinar will cover the basics of the python programming language that were used to get the task done. Beyond the specific scripts used, topics will include methodology and logic, resources to figure out how to solve problems that get you stumped, and making a case for taking work time for learning a skill that can provide stunning results.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is required. Some familiarization with Python beforehand, however, is encouraged. This link from the Programming Historian website provides a good entry point to Python as well as other languages: https://programminghistorian.org/en/lessons/?topic=python.


"What Do You Mean I Can't Do That With This Social Media Account?"

October 8, 2019 | Download Slide Deck | View Recording

Presented by: Barbara Austen, Connecticut State Library; Allen Ramsey, Connecticut State Library; and Jamie Patrick-Burns, North Carolina State Archives

Elected officials and state government agencies use Twitter, Facebook, Instagram, and other social media services to convey information to and solicit feedback from citizens. In many states, business conducted via these services are subject to public records laws. However, social media platforms can make managing and preserving such records difficult, and participation, copyright, privacy, and other concerns must be addressed. This webinar will highlight how two states are addressing social media challenges.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is needed; however, attendees should have a basic understanding of technology and, in particular, social media.


BitCurator for State Archives

Presented by: Cal Lee, School of Information and Library Science, University of North Carolina at Chapel Hill

September 10, 2019 | Download Slide Deck

BitCurator provides open source digital forensics tools and techniques that can help archives and other cultural heritage institutions ensure the reliability and longevity of digital files. Although it was initially developed for use with manuscripts collections, a growing number of state archives have determined that it fills numerous gaps in their electronic records processing workflows. This webinar will introduce the BitCurator environment and highlight how BitCurator can help state archives safeguard their electronic records, screen for and redact legally restricted information, and address other important concerns.

Audience(s): Archivist Practitioners, Archivist Managers

No technical expertise is needed; however, attendees should be familiar with the fundamentals of digital preservation.


Bit by Bit: Alabama State Electronic Records Project Update

Presented by: Dorothy Davis and Rachel Smith, Alabama Department of Archives and History

June 11, 2019 | Download Slide Deck | View Recording

In 2017, the NHPRC awarded the Alabama Department of Archives and History funds to launch the Alabama State Electronic Records Project (ASERP). Partnering with the Office of the Governor, this project seeks to enhance electronic records management, transfer, preservation, processing and access protocols. Dorothy Davis and Rachel Smith will discuss the project’s strategies, outcomes, and lessons learned from working with born-digital gubernatorial records.

Target audiences: Archivist Practitioners and Archivist Managers.

No technical expertise is needed.


IQ and You: South Carolina's Approach to Governor's Records in a Proprietary File Format

Presented by: Bryan Collars, South Carolina Department of Archives and History

May 14, 2019 | Download Slide Deck | View Recording

In December 2016, South Carolina’s Governor unexpectedly left office in the middle of her second four-year term and accepted a federal government position. The departure and subsequent transfer of her records to the state archives presented archival staff with the opportunity to work on records that were managed, stored, and used in Lockheed Martin’s IQ software suite. This webinar will present the steps the staff utilized to transform the metadata supplied by the Governor’s Office into a format useable by the archives' electronic records preservation system.

Target audiences: Archivist Practitioners and front line Archival Managers.

Attendees should have a basic understanding of database structures, metadata, and information management.


Blockchains for Public Recordkeeping

April 2, 2019 | Download Slide Deck | View Recording

Presented by: Nick Connizzo, Vermont State Archives

Blockchain technology has been touted as a game-changer and disruptive technology in essentially every industry. But are blockchains suitable tools for government recordkeeping? In 2019, the Vermont State Archives and Records Administration issued a white paper in response to a charge by the Vermont General Assembly to analyze blockchains for public recordkeeping and, specifically, for the recording of land records. In this presentation, the results of that analysis will be discussed. A broad overview of the technology, some high-level thoughts about its future, and ideas about how government archivists and recordkeeping professionals at all levels can prepare for it will also be discussed.

Target audience: Archivist Practitioner, Archivist Manager

No technical expertise is required. Attendees who wish to review Vermont’s white paper in advance will find it at https://www.sec.state.vt.us/archives-records/about-us/publications/legislative-reports.aspx

**Want more information about Blockchain Technology? Click HERE to register for an additional offering on April 9, made available to you by our friends at the National Association of Government Archives & Records Administrators (NAGARA).


Collaborative, Self-Governed, Secure Digital Preservation with LOCKSS

March 12, 2019 | Download Slide Deck | View Recording

Presented by: Nicholas Taylor, Stanford University Libraries

LOCKSS (Lots of Copies Keeps Stuff Safe) Program Manager Nicholas Taylor will discuss how LOCKSS networks empower communities to steward and protect digital content of shared interest. Originally deployed for the preservation of the scholarly record, the LOCKSS software is now applied for myriad use cases, including government information and special collections. Features such as support for local IT control, jurisdictional determination of storage, and resilience to internal and external attacks on preserved content may be of particular interest. Please join this webinar to learn more about how LOCKSS technologies work, how LOCKSS networks are being used, and how LOCKSS may serve the digital preservation needs of CoSA members.

Target audience: Archivist Practitioner, Archivist Manager, Records Analyst/Manager

Attendees should have some degree of familiarity with digital preservation (e.g., risks, challenges, approaches, tools, etc.). Attendees who are unfamiliar with LOCKSS may wish to review the following in advance: “What Is LOCKSS?” (https://www.lockss.org/about/what-lockss), “Why LOCKSS?” (https://www.lockss.org/about/why-lockss), and “Case Studies” (https://www.lockss.org/join-lockss/case-studies


Kaine Email Project Update

February 19, 2019 | Download Slide Deck | View Recording

Presented by: Roger Christman, Library of Virginia and Susan Gray Page, Library of Virginia

The Library of Virginia made its first batch of former Governor Timothy Kaine’s email publicly available in January 2014. Join Roger Christman and Susan Gray Page as they discuss how the project has evolved in the ensuing five years. Roger will discuss challenges around training other archivists to process email, as well as ongoing efforts to educate stakeholders on how to manage and transfer electronic records to the Library. Susan Gray will discuss the Library’s use of predictive coding to process a batch of Kaine email with the help of two professors at the University of Waterloo.

Target audiences: Archivist Practitioners, Archivist Managers, and Records Analysts/Managers.

No technical expertise is needed; however, attendees are strongly encouraged to familiarize themselves with the Kaine email project (http://www.virginiamemory.com/collections/kaine/) before the webinar begins.

**Want more information about Predictive Coding? Click HERE to register for an additional offering made available to you by our friends at the National Association of Government Archives & Records Administrators (NAGARA). This NAGARA-hosted webinar on February 12 will include a presentation on a project with the Illinois State Archives to test the capacity of predictive coding software tools.


Three Years of Email: Lessons Learned from the TOMES Project

January 8, 2019 | Download Slide Deck | View Recording

Presented by: Camille Tyndall Watson, North Carolina State Archives

The Transforming Online Mail with Embedded Semantics (TOMES) project, which was funded by the NHPRC, wrapped up in late 2018. TOMES investigated and implemented a new Capstone-based retention program for email records and built a tool for identifying subjects, Personally Identifiable Information, and confidential/restricted information in email accounts. Camille Tyndall Watson will discuss the findings of the project, lessons learned, and next steps for the future of TOMES.

Target audiences: Archivist Practitioners, Archivist Managers, and Records Analysts/Managers

Attendees should be familiar with the fundamentals of email preservation.


Practicing Digital Archiving: Journey from Triage to Enterprise

May 18, 2018 | Download Slide Deck | View Recording

Presented by: Marisa Bruhns, Massachusetts Institute of Technology Lincoln Laboratory

The Council of State Archivists (CoSA) and its State Electronic Records Initiative (SERI) is pleased to feature Marisa Bruhns of the MIT Lincoln Laboratory for this SERI Webinar. This webinar will cover the MIT Lincoln Laboratory Archives' ongoing journey to implement practical solutions to preserve and provide access to digital records. Experience the 5-year evolution from salvaged systems with a motley crew of open-source tools to the burgeoning implementation of our new MINISIS M2A collection management system and Trusted Digital Repository! Discussion will deep-dive into the trenches of digital archiving lessons learned; real policies, procedures, workflows, and tools implemented; and IT and Security challenges faced along the way. This presentation is geared towards smaller organizations with limited staff, budgetary, and technical resources looking for practical solutions, but should also be useful to larger organizations. It assumes a professional familiarity with core digital preservation concepts, best practices, and technology, as well as foundational models and standards like OAIS and PAIMAS.


Transfer of Electronic Records: File Validation and Metadata Collection

March 13, 2018 | Download Slide Deck | View Recording


Introducing the "Attracting & Retaining Great Talent" White Paper

February 13, 2018 | Download Slide Deck | View Recording

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