How to Transfer Archival Calendars

Overview of Transfer Process for Digital Calendars
Benefits of Transferring Records to the Archives
For paper/hardcopy calendars, follow the process for How to Transfer Archival Paper Records

Click to expand each step...

Step 1 - Identify Archival Calendars...

Whose Calendars Are Archival?
How to Find Which Records Are Designated as "Archival"
Records Retention Schedules for:
- State Government Agencies (including higher education)
- Local Government Entities (including Counties, Cities/Towns, Special Purpose Districts, etc.)

Step 2 - Prepare Calendars for Transfer...

Step 3 - Submit Inventory and Archival and Technical Appraisals...

How to Transfer for Appraisal and Selective Retention
How to Complete a Digital Transfer Inventory Sheet
- Digital Transfer Inventory Sheet (Excel Spreadsheet)
Submit completed Digital Transfer Inventory Sheet to the Archives Branch in Your Region
Archives will conduct an Archival Appraisal session with your agency
Archives will also conduct a Technical Appraisal session with your agency

Step 4 - Transfer...

Archives will provide uploading training and then supply the ArchiveThis! tool
Transfer calendar PST file(s) to the Archives using ArchiveThis! tool
Correct/troubleshoot any errors during the transfer process

Step 5 - Verification and Cleanup...

Verify that the calendar was transferred successfully
Destroy agency's copy of the calendar - How to Clean Up Your Outlook Calendar (Video - 2 minutes)
Retain records documenting the transfer process

Step 6 - Ongoing Access...

Archival calendar records are not currently accessible via the Archives' Digital Archives Website
Agencies can access transferred email records using the WebAdmin tool (supplied by the Archives)