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Transfer Guidelines for Inactive Records

1.  Review files annually for files scheduled to be transferred to the University Archives or destroyed. You may request a copy of the Records Retention Schedule from the Archivist or refer to the electronic version on the Web.

2.  For files to be transferred to inactive storage:

  • Call the Special Collections Department (2-5461) for boxes. (1 full file drawer = 2 boxes)
  • Place file folders in a box grouped by destruction date and / or record group.
  • DO NOT use hanging file folders. They do not fit the boxes and are an expensive way to store records. DO put records in labeled folders.
  • Keep folders upright with labels facing forward
  • If placing more than one record group in a box, place a marker sheet between the folders.
  • Label the outside of the box in PENCIL with: Office or Department Name, Record group title and date range, Alphabetical, numerical or chronological range of records, Numbers of boxes in sequence
  • Prepare a list by individual folder title or groups for each box. The list will be used in retrieving records as needed in the future. The office should keep a copy and send the original with the materials.

3. Contact the Archivist (962 - 5461) regarding the pick-up and delivery of materials to the University Archives.

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