Training and Services

State Government Training


  • Intro to ERMS (Enterprise Rec. Mgmt Sys)
  • Records Mgmt for Records Coordinators
  • Scheduling Records-Completing the Forms
  • Understanding the Archives

Registration for the above state training is available through LSO for all Commonwealth Employees under the Governor's jurisdiction. All other State employees should email or call 717-783-7330. NOTE: THESE ARE CLASSROOM TRAININGS, NOT WEB-BASED. 

To register: Log into LSO. (
* Click on "My Training."
* Under Course Catalogs, Click on "PA Historical & Museum Commission."
* Continue down to "Assigned Courses" and click on the desired class.
* At the bottom is "Course Dates" and if the class is scheduled a date will be highlighted.
* Click on the Date and then book the class. If there are no dates available and you would like to be notified when there is a class you can click "prebook."
* Some classes do not have self-enrollment, email to be enrolled. 

Local and State Government Training

Introduction to Records and Information Management for State and Local Governments (SWF File - 35.38 MB)
This 90 minute narrated PowerPoint presentation was created as part of the Council of State Archivists’ "Intergovernmental Preparedness for Essential Records (IPER)" project. Watch the presentation as a simple introduction to Records Management.

Tutorials on File Naming
North Carolina Department of Cultural Resources has created a short, easy-to-understand tutorial on file naming. A four-part tutorial, it describes why file naming is important, how to change a file name and the dos and don’ts of file naming, which mirror Pennsylvania's electronic policies.

Local Government Training and Services

The following presentations may be arranged for an audience of six or more:

  • Disaster Planning/Vital Records Management - Overview of the policies, procedures, and responsibilities involved with Disaster Planning and Vital Records Management. Recommended for anyone who is responsible for designing a records disaster plan or overseeing the preservation and safeguarding of essential records. Includes case studies and risk analysis.
  • Records Management - Introductory training for local government officers and staff, records managers, and anyone who is responsible for maintaining local government records. Covers retention schedules, records management, and considerations for media conversion.
  • Consultation: In order to promote sound records management practices and the proper care of historical records, the Bureau of the Pennsylvania State Archives provides consultation in the following areas:
    • Helping local government agencies implement the appropriate records retention and disposition schedules
    • Providing technical advice on standards approved by the County and Local Government Records Committees
    • Assisting local government officials working to establish centralized records management /archives programs
    • Providing assistance on the proper care and storage of inactive records

For more information on local government services and training, please contact Jerry Ellis at (717) 787-3384 or at Mail inquires may be sent to the following address: Pennsylvania Historical and Museum Commission, Pennsylvania State Archives Building, 350 North Street, Harrisburg, PA 17120-0090.

Other Organization Trainings

  • Mid-Atlantic Regional Archives Conference (MARAC)
  • MARAC holds a conference and workshops twice a year; in the spring and fall. The conference has many training opportunities not only for archivists, but records managers.
  • National Archives and Records Administration (NARA)
    The National Archives has training opportunities primarily for federal records officers but some are relevant to local government and Commonwealth employees.
  • AIIM (Association for Information and Image Management)
    AIIM is focused on research and best practices and can help organizations, including government entities find, control and optimize their information.
  • ARMA
    ARMA is the professional organization for records and information professionals. ARMA has a large national convention as well as regional chapter workshops and on-line certificate programs.


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Forms and Directives  
PDF Documents Authorized Personnel Form
Document Title: Authorized Personnel Form
PDF Documents Authorized Personnel Form Instructions
Document Title:  
MS Excel Documents File Plan Template
Document Title:  
PDF Documents M210.1
Document Title: Commonwealth of PA Employee Records Management Manual
PDF Documents M210.7
Document Title: Manual on the Commonwealth Records Management program
PDF Documents MD210.5
Document Title: Commonwealth of PA State Records Management Program
MS Word Documents STD-56
Document Title: Records Action Requests Summary and Deletion
Documents in the Directory STD-59
Document Title: Records Transfer List
Documents in the Directory STD-59-GS
Document Title:  
MS Excel Documents STD-59-P79
Document Title: Personnel Records Transfer Lists
MS Excel Documents STD-61
Document Title: Reference Request
MS Excel Documents STD-62
Document Title: Records Disposal Report
MS Word Documents STD-64
Document Title: Records Action Request:Addition or Amendment to Records Retention and Disposition Schedules
PDF Documents STD-64 Instructions
Document Title: Records Action Request: Addition or Amendment to Records Instructions
Documents in the Directory STD-65
Document Title: Microfilm Requirement Analysis
MS Excel Documents STD-66
Document Title: Request to Acquire Microfilm Equipment