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Records Management

Instructions: Transferring Records to RM for Storage

 

Identify temporary non-active records eligible for records management.

  • Active and vital records should remain with you.
  • To learn more about which records are eligible, contact the Records Manager, or refer to the Commonwealth of Virginia's General Schedules for state records management guidelines.

Contact the Records Manager to obtain free records center boxes and box labels

  • For satety reasons, records center boxes (pictured, left) are the only type of boxes in which records can be stored in the George Mason University Records Center.
  • Please do not use any other type of boxes such as boxes without lids, smaller boxes, or larger boxes, including moving boxes. Non-standard boxes will be returned to you to re-pack.

Fill the boxes:

  • Place records (legal or letter-sized) in the record center boxes.
  • Remove records from your filing cabinet or filing system by category. You may place more than one category of records in a box.
  • Please weed out duplicate papers unless there is a compelling reason to keep copies.
  • Do not include nonrecord materials such as magazines, reference books (including software manuals), newspapers, blank forms, excess stock of publications, or other non-GMU items.

Label the boxes

  • Prepare a label for each box. Include date ranges on the labels. Make sure the box label is complete so your request can be processed promptly.
  • A sample completed box label is available in PDF.
  • Make a total of three sets of the box labels:
  1. One set to attach on the boxes
  2. A second set to forward to Records Management, and
  3. A third set to retain for your records.

After creating the three copies of the label for each box:

  • Affix one of the box labels to one of the short sides of the boxes (12.5” x 10” side) so that the labels will be clearly visible when the boxes are stacked in the Records Center.
  • Mail one copy of the completed box labels to: GMU Records Manager, at MS 2FL, or fax to the attention of the Records Manager at: 3-8911.
  • When you call, email, or fax Records Management to request box pickup, be sure to note:
    • Where the boxes are located: building and room number,
    • If there are any special rules governing any of the records, such as access restrictions, the Privacy Act (FERPA), or considerations such as federal or special audit requirements that may require retention of the records for longer than usual, and
    • The name, telephone number, and e-mail address of a contact person in case there are any questions.
  • If you have an inventory, listing, or spreadsheet of the box contents, please forward a copy along with the box labels to the Records Manager.

After all information is received, the Records Manager will make arrangements for RM staff or Physical Plant staff to transport the boxes to the GMU Records Center. If you are requested a large volume transfer and have provided your e-mail address, a copy of the work order will be e-mailed to you from Physical Plant.

For additional information:

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ITU | University Libraries | Special Collections & Archives | Records Management

Fenwick Library, Room C204. MSN 2FL. TEL 703.993.2201. FAX 703.993.8911. Email

Last updated: May 2008