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Records Management at UNC-Chapel Hill: Home

This guide contains information and tips for UNC-Chapel Hill employees about records management requirements and procedures.

UNC-Chapel Hill Records Management Policy

Managing Records at Carolina

As employees of the University of North Carolina at Chapel Hill we all create records in our daily work. We all have a shared responsibility to manage the records appropriately as directed by state and federal regulations for public records. The University Archives maintains the University's Records Retention Schedule and strives to empower all employees to confidently and efficiently manage records. Visit the UNC-Chapel Hill Policy, Standards and Procedures website to read The University Policy on Records Management.

If you're trying to figure out what to do with records — old or new — in your office, this guide is the place to start. This guide contains information and tips for UNC-Chapel Hill employees about records management requirements and procedures. 

If you would like to schedule a consultation, please email us []. We're happy to come to your office and provide customized advice on how to organize records and prepare records for disposition.  

Obsolete and current digital storage devices                                   Two archival boxes containing file folders of records.

Using this Guide

This guide provides information on the following topics:

  • Getting Started - learn what records are, basic overview of key terminology, and strategies for beginning to manage records
  • The Records Schedule - learn about the General Records Retention and Disposition Schedule and how to use it
  • Digital records - learn what unique considerations are important when dealing with "born-digital" records 
  • Sensitive Records - learn about what information needs to be confidential and protected as you manage records
  • Transfer to Archives - learn when and how to send some permanent records to the University Archives
  • FAQ - this page provides a list of answers to commonly asked questions

About Records Management Services

Records Management Services has been part of University Archives since 2002. The scheduling of records began as early as 1985 and a formal records management program was instituted in 1991. Before becoming part of the University Archives, the records management program was part of the Office of the Provost. Visit the University Archives and Records Management website for more information on the University Archives collections. 

What is records management?

ISO standard 15489: 2016 defines Records Management as the field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records. 

Upcoming RM Trainings

See details on the HR website and sign up for trainings in Connect Carolina.

  • April 17, 2019 from 9:30 - 10:30 

Asst. Universiy Archivist for Digital Records & Records Management

Jessica Venlet's picture
Jessica Venlet
Wilson Library | University Archives and Records Management

University Archivist

Nick Graham's picture
Nick Graham
Wilson Library
  • Last Updated: Oct 12, 2020 4:03 PM
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