AC25 | Session 20

"Automating Transfers from State Agencies to the Archives using Microsoft SharePoint and Preserve365"

 

OVERVIEW: Learn how the Oklahoma State Library & Archives are streamlining the transfer of permanent archival records from Agency and Departmental SharePoint sites to the Archives for long-term digital preservation and access.

As the state further adopts Microsoft 365 and transitions away from legacy systems and paper records the need for more efficient, secure and seamless transfer and digital preservation processes has become crucial. Discover how the team is working with stakeholders in IT and Records to leverage Microsoft 365, Microsoft Purview and Preservica’s Preserve365 to automate transfer processes, ensure better compliance and provide secure self-service access to records for both agency staff and the public.

Topics will cover:

  • Agency Transfer and Preserving Records: Unifying digital records from hundreds of sources, ensuring permanent records are securely preserved and protected for long-term accessibility and historical value.
  • Streamlining Processes with Microsoft 365: Implementing Microsoft 365 and Purview to manage, automate, and transfer records efficiently, reduce SharePoint bloat, and improve access control for agencies and the public.
  • Ensuring Compliance and Improving Efficiency: Automating records retention, transfer, and disposition processes to meet legal and historical requirements, enhance FOIA response times, and support transparency. 

GARA CERTIFICATE CORE COMPETENCY AREAS: "Digital Repository Management" OR "Archives and Long-term Preservation"

TARGET AUDIENCE: State, Local

FOCUS AREAS: Archives, Records

PRESENTERS: Patricia Nunes, Archives and Records Management Director, Oklahoma Department of Libraries, and Mike Davis, Sr. Solutions Architect, Preservica