Recordkeeping Publications

A Continuum Resource Kit containing Archives New Zealand’s current standards, tools and guidelines, is available to agencies in hard-copy. The individual components of the Kit can also be downloaded from this site. As new publications are added to the Kit, copies for inclusion in the folder will be sent to clients. Please send requests for the Resource Kit to rkadvice@archives.govt.nz.

The Resource Kit has been updated in light of the Public Records Act 2005. This update includes a visual guide PDF Document (98 kb) and table of contents which will provide an overview of the publications within the Continuum Kit.

 

Fact Sheets 

 

  Title Date Browse    Download
F1 Fact sheet: Make a Record June 2006 HTML PDF Document (70 kb)
F2 Fact sheet: What is Disposal? June 2006 HTML (144 kb)
F3 Fact sheet: Transfer Process June 2006 HTML PDF Document (145 kb)
F5 Fact sheet: Disposal Process June 2006 HTML PDF Document (143 kb)
F6 Fact sheet: Digitising Records June 2006 HTML PDF Document (146 kb)
F7 Fact sheet: Recordkeeping Responsibilities June 2006 HTML PDF Document (147 kb)
F8 Fact sheet: Electronic Records June 2006 HTML PDF Document (142 kb)
F9 Fact sheet: Methods of Destruction June 2006 HTML PDF Document (140 kb)
F10 Fact sheet: E-mail June 2006 HTML PDF Document (138 kb)
F11 Fact sheet: Local Authority Disposal June 2006 HTML PDF Document (139 kb)
F12 Fact sheet: What is a Public Office? April 2007 HTML PDF Document (155 kb)
F14 Fact sheet: Are E-mail Archiving Solutions Recordkeeping Solutions? March 2007 HTML PDF Document (144 kb)
F15 Fact sheet: Public Records Act (PRA) and Central Government April 2007 HTML PDF Document (229 kb)
F16 Fact sheet: Public Records Act (PRA) and Local Government April 2007 HTML PDF Document (226 kb)
F17

Fact sheet: Using External Providers for Appraisal [Available online only]

June 2007 HTML
F18 Fact Sheet: Trusted Computing and Digital Rights Management for Records Managers [Available online only]
 
January 2009 HTML
Back to top

 

Guides 

 

  Title Date Browse    Download
A6 Making Access Decisions Under the Public Records Act December 2005 HTML PDF Document (1.64 Mb)
G2 Preparing Records for Transfer: A Guide to Listing and Boxing [under revision] June 2006 HTML PDF Document (1.3 Mb)
G3 What to Consider Prior to Implementing an IT ‘Solution’ to a Recordkeeping Problem June 2006 HTML PDF Document (1.7 Mb)
G4 Preparing an Appraisal Report

Replaced in March

2008 by G11 and G12
   
G5 Glossary of Archives and Recordkeeping Terms June 2006 HTML PDF Document (695 kb)
G6 Guide to Developing a Recordkeeping Policy June 2006 HTML PDF Document (1.4 Mb)

G8


G9

 

Guide to the Public Records Act

Beginners Guide to Appraisal [Available online only]

August 2006

 

October 2007

HTML

 

HTML

 PDF Document (150 kb)

 

PDF Document (161 kb)

G10 Guide to Implementing a Disposal Schedule [Available online only] February 2008 HTML PDF Document (349 kb)
G11 Guide to Preparing an Appraisal Report for a Continuing Disposal Schedule [Available online only] March 2008 HTML  PDF Document (504 kb)
G12 Guide to Preparing an Appraisal Report for a One-Off Disposal Authority [Available online only] March 2008 HTML PDF Document (497 kb)
G13 Guide to Managing Records during Administrative Change in Public Offices and Local Authorities [Available online only] December 2008   PDF Document (947 kb)
G17 Recordkeeping for Business Activities Carried out by Contractors [Available online only] June 2009   PDF Document (892 kb)
G18 Recordkeeping Essentials for Chiefs Executives and Senior Managers June 2006 HTML PDF Document (626 kb)
G20 Guide to Developing Recordkeeping Strategies for Websites June 2006 HTML PDF Document 1.1 Mb
Back to top

 

Disposal Authorities 

 

  Title Date Browse    Download
GDA1/
DA100
General Disposal Authority for Human Resources and Personnel Records November 2005 HTML PDF Document (4.3 Mb)
GDA2/
DA101
General Disposal Authority for Financial and Accounting Records November 2005 HTML PDF Document (1.9 Mb)
GDA3/
DA102
General Disposal Authority for General Housekeeping Records November 2005 HTML PDF Document (1.9 Mb)
GDA4/
DA169
General Disposal Authority for Administration and Corporate Services Records August 2006 HTML PDF Document (916 kb)
GDA5/
DA278
General Disposal Authority for Digitised Original Source Records March 2007 HTML PDF Document (168 kb)
Index General Disposal Authority Index October 2006 HTML    
G7 General Disposal Authority Implementation Guide Replaced in
February 2008 by
G10
 
   
  FAQ: Changes of Schedule September 2005 HTML PDF Document (207 kb)
  FAQ Extension of Schedule September 2005 HTML PDF Document (206 kb)
LG Local Government Schedule December 1998   PDF Document (53 kb)
LG Local Government Schedule Explanatory Notes December 1998   PDF Document (133 kb)
LG Local Government Guide: Saving Our Records for the Future December 1998   PDF Document (3.37 Mb)
Back to top

 

Standards 

 

  Title Date Browse    Download
RK1 Recordkeeping Framework [Replaced by S7]      
S1 Appraisal Standard [Under revision] September 1998 HTML PDF Document (744 kb)
S2 Storage Standard June 2007 HTML PDF Document (355 kb)
S4 Access Standard August 2006 HTML PDF Document (1.7 Mb)
S5 Electronic Recordkeeping Systems Standard June 2005 HTML PDF Document (1.97 Mb)

S6

S7

 

S8

 

 

TS

Digitisation Standard

Create and Maintain Recordkeeping Standard

Electronic Recordkeeping Metadata Standard

Technical Specifications for Electronic Recordkeeping Metadata Standard

January 2007

June 2008

 

June 2008

 

 

June 2008

HTML

HTML

 

HTML

PDF Document (3.19 Mb)

PDF Document (309Kb)

 

PDF Document (299Kb)

 

 

PDF Document (1.85Mb)

Back to top

 

Forms and Templates 

 

Title Browse    Download
Access Authority Form   PDF PDF Document (139 kb)
Transfer Agreement Form   PDF PDF Document (274 kb)
Archives New Zealand Government Loans Client Registration Form   PDF PDF Document (40 kb)
Archives New Zealand Government Loans Service Item Request Form   RTF (7 kb)
Schedule Template   MS Excel Excel Spreadsheet (28 kb)
Schedule Explanation   PDF PDF Document (84 kb)
Appraisal Report Template (replaced November
2008. See G11 or G12 above as appropriate)
 
Appraisal List Template   MS Excel Excel Spreadsheet (84 kb)
Appraisal List Explanation   PDF PDF Document (88 kb)
Transfer List Template   MS Excel Excel Spreadsheet (105 kb)
Change to Schedule Memorandum Template   PDF PDF Document (107 kb)
Extension Memorandum Template   PDF PDF Document (91 kb)
Back to top 

 

Last updated 02 July 2009