The Records Management Office (RMO), formerly Archives & Records, provides guidance for the maintenance and disposition of the Lab’s records according to DOE requirements.
Electronic Records Management
The Lab is now required to manage records electronically. Paper records need to be digitized and divisions are responsible for the cost. Please contact records@lbl.gov to review the retention schedules related to your records and for assistance with making arrangements with a vendor.
A new electronic records management process has been implemented for the transfer of inactive records to the Records Management Office. Records become inactive when they no longer have a business need, such as a research project has been completed, final payments for financial transactions have been received. If you are unsure when your records become inactive, contact records@lbl.gov. Once inactive, they need to be transferred to RMO.
RMO has created shared Google Drives and has provided access to Records Liaison Officers (RLOs) and other staff responsible for transferring records. Access will be limited so that individuals only see folders relevant to them. Contact your division RLO or RMO for assistance with the transfer of files.
To support this transition, an Electronic Records Management FAQ has been created. The FAQ provides guidance on common questions related to managing electronic records. Staff are encouraged to review this resource to better understand their responsibilities and available support.
What You Need to Know About Managing Email Records
This page explains Berkeley Lab’s email records management requirements under DOE Order 243.1C, including how to identify what qualifies as an email record and how to manage those records correctly. It also describes two compliance options, using AI to automatically label email records or opting in to have your entire inbox captured as records, along with links to training and additional guidance.
Email Records: Use AI to Automatically Mark Email Records
This page explains how to apply the “.LBNL Records” label using Google Workspace Studio Flow. Additional guidance and FAQs are available for anyone who needs more support.
Records Management Training
The Records Management Training RMO 100 is a required training course for all Berkeley Lab employees that supports compliance with DOE Order 243.1C. The course introduces essential records management practices, including how to identify, label, and preserve official Lab records.
Records Management Policy
- DOE ORDER 243.1C – Records Management Program
- LBNL Requirements and Policies Manual – Records Management Policy
- 36 CFR Chapter XII, subchapter B – Records Management
- LBNL Prime Contract DEAR Clause – Access to and Ownership of Records
- Records Liaison Program – LBL Records Liaison Officers
Research & Development (R&D) Records
Researchers should contact R&D Records Specialist Beret Ranelletti (BARanelletti@lbl.gov, 486-4685) to discuss their scientific records. Upon termination, researchers cannot take original records with them as they are required to be archived.
This page can be accessed at https://records.lbl.gov/ and also https://rmo.lbl.gov/
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