Free Publications

ArchiveSocial and IIMC Joint Technical Bulletin

This eBook is a practical tool for members as they navigate the social media records landscape. It includes conversations with several IIMC members and other experts discussing how Municipal Clerks around the country are managing their agencies' social media records. ArchiveSocial and IIMC will continue to partner in the future to develop these types of publications for IIMC members.

The Clerk's Guide to Social Media Record Keeping (PDF)

Local Government Records Management Technical Publication Series

These publications are a joint effort of the IIMC Foundation, the International Institute of Municipal Clerks (IIMC), and the National Association of Government Archives and Records Administrators (NAGARA). Funding for this project was made available, in part, by a grant from the National Historical Publications and Records Commission.

Developing A Records Storage System (PDF)

Email Management (PDF)

Managing Electronic Records (PDF)

Managing Records With Limited Resources (PDF)

The Selection and Development of Local Government Records Storage Facilities (PDF)

Using and Storing Microfilm (PDF)

Archives for Local Government (PDF)

Making Your Records Management Program Successful (PDF)

Establishing Records Retention (PDF)

Protecting Vital Records (PDF)

Starting A Records Management Program (PDF)

Identifying and Locating Your Records (PDF)

Funding Your Records Management Project (PDF)

The Daily Management of Records and Information (PDF)

Consideration For Content Management Systems (PDF)

Project Phases and Activities Checklist

Project Checklist Makes Records Management and Document Management Projects Easy

NEW – Technical Bulletin Complimentary to IIMC Members

If you are like most of us, there is a certain amount of excitement about taking on a records or document management project when your organization has appointed you the project leader. You understand what is to be accomplished but where do you begin? The ECM Industry Standards Working Group 2, Trustworthy Document Management and Assessment created a project phases and activities checklist that will guide you through your project.

The Project Phases and Activities Checklist will guide you through six functions in any records or document management project. This checklist is based on International Standards ISO 18829, Document management – Assessing ECM/EDRM implementations – Trustworthiness (Trustworthy Assessments) and ISO/TR 22957, Document management – Analysis, selection and implementation of enterprise content management (ECM) systems.

This checklist provides a list of tasks that should be completed and questions for the project team to consider or ask the vendor. It takes you from strategically aligning your project to the organization's goals through performing gap analysis, defining your objectives and goals to getting the most out of user acceptance testing and ensuring the ongoing governance and support of the project after implementation.

The ECM Industry Standards Committee, which is part of the 3D PDF Consortium, is making this Bulletin available via the primary project leaders for this effort: Robert Blatt (), Sutter County Clerk-Recorder and current President of the County Recorders Association of California. For more information or if you have comments, please contact Bob Blatt at

Project Phases and Activities Checklist