A New Webinar Series for Modernizing Digital Records Transfers
Take your digital archive to the next level by joining our interactive online education & best practice series
As our partnership with the Council of State Archivists (CoSA) enters its tenth year, we’re excited to launch a brand-new webinar series designed to help state archives take the next step in modernizing the transfer of digital records from agencies Streamlining Agency Records Transfers: Tools, Techniques & Real-World Successes. This free, three-part virtual series brings together government archivists and records managers to share actionable strategies for overcoming common transfer challenges and building scalable, future-ready workflows.
Through hands-on examples and panel-style conversations, you’ll learn how to:
- Navigate people and process barriers with agency partners
- Use tools like Microsoft 365 and metadata automation for quick wins
- Prepare for what's next—including AI-powered transfers
Whether you're just starting your digital transfer journey or looking to scale existing efforts, this series offers practical inspiration and peer-tested ideas you can use right away.
Join us in this milestone year as we look back—and more importantly, ahead—together.
Register for each session individually below.
Session 1: Overcoming People and Process Challenges to Records Transfers
Time: Thursday, April 24th, 3-4pm EDT
Panelists: Hannah McElroy, MA, Digital Archivist, Colorado State Archives and Alex Cordeiro, Preservica will share practical insights and lessons learned from records transfer projects with a focus on:
- Assembling your team for success
- Getting buy-in from IT and agency records managers
- Getting started - showcasing a "quick-win" use case
Session 2: Practical tools and technologies for transfers
Time: Thursday, June 26th, 3-4pm EDT
Topic: Exploring tools and techniques for different size and frequency of transfers
- Digitizing records for transfer
- Exporting records from legacy systems
- Automating transfers using Microsoft 365
Session 3: Looking to the future: The impact of AI and transferring Teams and Outlook
When: Thursday, August 28th, 3-4pm EDT
Topic: State Archives staff and industry speakers will explore the challenges around transferring emerging records types including:
- The use of AI to automate transfers, enrich metadata and classify content
- Transferring Microsoft Outlook and Teams
