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Electronic Archiving Training

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Electronic Archiving Training

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Electronic Archiving Training

Master every stage of the electronic archiving lifecycle, from records capture and metadata design to compliance, security, and long-term preservation. This course gives records managers, IT professionals, and compliance officers the practical skills to build and sustain a defensible archiving program. Stop guessing at best practices and start applying proven frameworks your organization can rely on.

Dedika for businesses

What you will learn:

You will learn how to classify and manage electronic records in line with regulatory and legal requirements across industries including healthcare, finance, and government. The course covers metadata standards, EDMS selection and configuration, digitization workflows, and digital preservation strategies. You will also develop skills in risk assessment, encryption, access control, and business continuity planning for archive systems. Advanced topics include AI-powered classification, cloud archiving platforms, email and collaboration tool capture, and blockchain-based audit trails. By the end, you will be equipped to lead archiving initiatives, enforce governance frameworks, and measure program performance with confidence.

How you study in practice Electronic Archiving Training

How you practice Electronic Archiving Training

For companies looking to train their teams

With Dedika for businesses, the course includes exercises and examples tailored to your own business and the way your company needs.

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Course Content

8 Chapters • 41 LessonsDuration between 4 and 360 hours (you decide)

Chapter 1See details

Foundations of Electronic Archiving

Lesson 1 • Types of Electronic Records
Categorizes structured, unstructured, and semi-structured records. Helps learners identify what must be archived in their context.
Lesson 2 • Historical Evolution of Records Management
Traces the shift from paper-based to digital recordkeeping. Contextualizes why modern archiving practices emerged.
Lesson 3 • Core Principles of Information Governance
Introduces accountability, transparency, and integrity as governing principles. Connects governance to daily archiving decisions.
Lesson 4 • Stakeholders and Roles in Archiving
Maps the people responsible for creating, managing, and accessing archives. Clarifies role boundaries to prevent gaps in responsibility.
Lesson 5 • What Electronic Archiving Means
Defines electronic archiving and distinguishes it from simple file storage. Sets the conceptual baseline for the entire course.

Chapter 2See details

Regulatory and Compliance Requirements

Lesson 1 • Data Privacy and Protection Standards
Covers privacy principles that affect how personal data is archived and accessed. Ensures learners apply privacy-by-design to archiving workflows.
Lesson 2 • Retention Schedules and Legal Obligations
Explains how retention periods are determined by regulatory and operational needs. Connects schedule design to compliance risk reduction.
Lesson 3 • Industry-Specific Compliance Requirements
Surveys archiving obligations in healthcare, finance, and public sectors. Prepares learners to adapt policies to their specific industry context.
Lesson 4 • Developing an Archiving Policy
Guides learners through drafting a compliant, enforceable archiving policy. Synthesizes regulatory knowledge into a practical governance document.
Lesson 5 • Audit Trails and Legal Admissibility
Defines what makes an electronic record legally admissible and auditable. Links technical controls to evidentiary requirements.

Chapter 3See details

Metadata and Classification Systems

Lesson 1 • File Classification and Naming Conventions
Establishes consistent naming and classification rules for electronic files. Reduces retrieval errors and supports automated processing.
Lesson 2 • Metadata Interoperability and Standards
Introduces Dublin Core, PREMIS, and other widely adopted metadata standards. Enables learners to exchange records across systems without data loss.
Lesson 3 • Introduction to Metadata in Archiving
Defines descriptive, structural, and administrative metadata types. Shows how metadata enables retrieval, authenticity, and long-term preservation.
Lesson 4 • Designing a Metadata Schema
Walks through the process of selecting and defining metadata fields for an archive. Produces a reusable schema template aligned with organizational needs.
Lesson 5 • Applying Metadata to Existing Records
Covers retrospective metadata assignment and bulk tagging techniques. Bridges the gap between legacy collections and new metadata standards.

Chapter 4See details

Electronic Document Management Systems

Lesson 1 • Selecting and Evaluating an EDMS
Provides a structured framework for assessing EDMS vendors and products. Equips learners to make evidence-based procurement decisions.
Lesson 2 • EDMS Integration with Business Systems
Explains how to connect an EDMS to ERP, CRM, and email platforms. Eliminates silos and ensures records are captured at the point of creation.
Lesson 3 • Configuring Document Capture and Ingestion
Covers scanning, OCR, and automated ingestion pipelines for incoming records. Ensures records enter the system accurately and completely.
Lesson 4 • Search, Retrieval, and Version Control
Teaches full-text search, faceted filtering, and version management within an EDMS. Maximizes the usability and reliability of stored records.
Lesson 5 • Access Control and Permissions Management
Defines role-based access control models within an EDMS. Protects sensitive records while enabling legitimate retrieval.
Lesson 6 • EDMS Architecture and Core Features
Explains the technical components of an EDMS and how they interact. Provides the foundation for evaluating and configuring any EDMS platform.

Chapter 5See details

Digitization and Ingestion Workflows

Lesson 1 • File Format Conversion and Normalization
Explains when and how to convert proprietary formats to preservation-friendly ones. Reduces future format obsolescence risk.
Lesson 2 • Ingest Quality Control and Validation
Establishes checkpoints to verify completeness, accuracy, and integrity after ingestion. Builds confidence that the archive reflects the original records faithfully.
Lesson 3 • Planning a Digitization Project
Covers scoping, prioritization, and resource planning for digitization initiatives. Prevents common project failures through structured preparation.
Lesson 4 • Scanning Standards and Image Quality
Defines resolution, color depth, and format requirements for archival scanning. Ensures digitized images meet long-term preservation standards.
Lesson 5 • Born-Digital Record Ingestion
Addresses the capture and validation of records created digitally from the start. Closes the gap between digital creation and formal archival custody.

Chapter 6See details

Preservation Strategies and Storage Management

Lesson 1 • Redundancy, Backup, and Disaster Recovery
Covers replication strategies, geographic redundancy, and recovery planning. Ensures archives survive hardware failure, disasters, and cyberattacks.
Lesson 2 • Core Digital Preservation Concepts
Introduces authenticity, integrity, reliability, and usability as preservation pillars. Frames all subsequent storage and format decisions.
Lesson 3 • Storage Media and Infrastructure Options
Compares on-premises, cloud, and hybrid storage options for archival use. Enables informed infrastructure decisions based on cost, risk, and access needs.
Lesson 4 • Fixity Checking and Integrity Monitoring
Explains how checksums and fixity checks detect silent data corruption. Establishes a routine monitoring program for archive integrity.
Lesson 5 • Format Obsolescence and Migration
Addresses the risk of formats becoming unreadable and strategies to mitigate it. Keeps archives accessible as technology evolves.

Chapter 7See details

Security, Access, and Risk Management

Lesson 1 • Access Logging and Monitoring
Defines what access events to log and how to monitor them for anomalies. Supports both security incident detection and compliance auditing.
Lesson 2 • Business Continuity for Archive Systems
Plans for archive system outages and ensures continuity of access during disruptions. Integrates archiving into the broader organizational continuity framework.
Lesson 3 • Information Security Fundamentals for Archives
Applies confidentiality, integrity, and availability principles to archiving contexts. Establishes the security mindset required for all subsequent controls.
Lesson 4 • Risk Assessment for Archiving Operations
Applies a structured risk assessment process to identify and prioritize archiving threats. Produces a risk register that guides mitigation investments.
Lesson 5 • Encryption and Data Protection Controls
Covers encryption at rest and in transit for archived records. Ensures sensitive records remain protected throughout their lifecycle.

Chapter 8See details

Disposal, Appraisal, and Strategic Governance

Lesson 1 • Building a Long-Term Governance Framework
Synthesizes policy, roles, technology, and compliance into a sustainable governance structure. Prepares learners to lead and evolve an archiving program strategically.
Lesson 2 • Records Appraisal Methodologies
Introduces functional, macro, and evidential appraisal approaches for determining record value. Enables consistent, defensible decisions about what to keep.
Lesson 3 • Legal Holds and Litigation Readiness
Explains how to suspend normal disposal when records become subject to legal proceedings. Protects the organization from spoliation claims.
Lesson 4 • Measuring Archiving Program Performance
Defines key performance indicators and maturity models for archiving programs. Enables data-driven improvement and executive reporting.
Lesson 5 • Disposition and Secure Disposal Processes
Covers authorized destruction, transfer, and permanent retention decisions. Ensures disposal is lawful, documented, and irreversible where required.

Certification

Your valid completion certificate

This course is for you:

Records managers: seeking a structured, end-to-end archiving methodology to apply.
Compliance officers: needing to align retention practices with evolving regulatory demands.
IT administrators: responsible for deploying and maintaining document management infrastructure.
Administrative professionals: transitioning into formal records or information management roles.
Legal operations staff: managing discovery readiness and document retention obligations daily.
Government employees: overseeing public-sector recordkeeping mandates and accountability standards.

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