Introduction to Records Management

When: Oct 2 – Nov 12, 2023 

Where: Online, asynchronous (see more info)

Cost: $250 (10% discount if you register 2 weeks in advance!)

CE Credit: 2.0 CEUs / 20 LEUs

Program: #309324 


Payment and Cancellation Policy

Questions? Email the CE Team

Records and information management (RIM) can seem intimidating to many archivists and other information professionals, who may not have worked on active or semi-active records on an organizational scale. However, RIM principles are increasingly useful in a world where early intervention in records creation and management can make all the difference in creating usable collections—or potentially any at all.
This course will provide an overview of records management principles, practices, and tools to use for establishing or continuing a records management program and connecting it to your other information work, even in non-institutional sessions. The course is intended to have a heavy practical component, with the goal of guiding students through the process of developing policies, schedules, and tools on which they can expand to put into real-life records management practice.


Brad Houston is Document Services Manager and City Records Officer for the City of Milwaukee, where he manages the City’s records management program, its physical inactive records storage facility, and its imaging and electronic document preservation systems. Before coming to the City in 2017, he worked as records manager and university records officer for the University of Wisconsin-Milwaukee for a decade, where he initiated the university archives’ electronic records program. He has been performing records management work or consulting at various other institutions, including the federal Executive Office of the President, for 17 years this September. He is past chair of the Society of American Archivists’ (SAA) Record Management Roundtable, current chair of the SAA Committee on Public Policy, and is active within the Midwest Archives Conference (MAC) and National Association of Government Archivists and Records Administrators (NAGARA). Brad lives in Milwaukee with his wife, son, and cocker spaniel mix.