Records Management for Congregations: An Archives Manual for Episcopal Parishes and Missions
This 2014 revised edition of the Records Management Manual for Congregations features an updated retention schedule and new recommendations on electronic records for parishes. The manual offers guidelines on practical issues that treasurers and administrators of congregations will encounter with business records. Parish Archivists can use these guidelines to help administrators eliminate obsolete records and capture a better archival record earlier in the information life cycle.

DFMS Records Retention and Management Policy
A policy statement adopted by The Episcopal Church's Executive Council and the General Convention's Board of Archives to establish requirements and standards for the retention, disposal, and preservation of the Church's records in all formats, including electronic records and communications. An addendum, Guidelines for the Selection of Software, to the official Records Retention Policy, may be used by other church bodies in evaluating the security and business operations of software vendors, including those operating in the cloud. Both policy documents are combined here.

Email Management under the DFMS Records Retention Policy and Email Management for Microsoft Outlook Email (PST Files)
Guidelines to aid in the retention and management of email and to serve as an aid in developing local policy. The guidelines are accompanied advice on how to locate and save Microsoft Outlook's automatic archive file, which is held in format identified as the *.pst file.

E-Records - FAQs and Recommendations for Parishes and Dioceses
This is a compilation of our responses to some recent questions about managing electronic records in parishes and dioceses, including a statement on Document Management Systems (as of 04-04-2014).

Sample Agreement for Depositing Parish Records with an External Agency
A sample form that parishes may use to customize their own agreement, when they feel compelled to deposit their records with a third party such as a historical society, college/university, or other public institution.

Guidelines for Depositing Diocesan Records in the Church Archives
Canon I.6.5(a) requires dioceses of The Episcopal Church to make regular deposits of documents to the General Convention and the DFMS to ensure an accurate view and record of the state of the Church. These guidelines will assist dioceses in tranferring journals and other official documents to the Archives in electronic or paper format.

Guidelines for Creating Parish and Diocesan Archives with Limited Resources
The Church Archives and the diocesan Episcopal Archiviists group have created a ckecklist of items to consider in pulling together an archives, which can be done even when funding and professional expertise are difficult to find. These guidelines cover the minimum requirements of care, but they offer a smart way to begin.

Bibliography of Archival Resources for Parish and Diocesan Historians
This is a list of resources that may be of interest to archivists and other information professionals.

Select Bibliography of Books on the Episcopal Church
This is a list of resources that may be of interest to historians and researchers of Episcopal and religious history.

Sample Classification Scheme for the Arrangement of Diocesan Archives of the Episcopal Church
This sample outline serves as a model and guide to archival arrangement patterns for dioceses.

Genealogical Research in Records of the Episcopal Church
The Archives welcomes genealogical reseach inquiries and has prepared this resource to aid genealogists in their search for information.

Last update June 6, 2015