The Collaborative Electronic Records Project




E-Mail Guidelines for Managers and Employees. Rockefeller Archive Center.

Responsible Recordkeeping: Email Records. Smithsonian Institution Archives.

Email Guidance. Smithsonian Institution Archives.

Transfer Guidelines. Smithsonian Institution Archives.

Transfer Guidelines. Rockefeller Archive Center

Record Retention and Disposition Guidelines, Version 3. Rockefeller Archive Center. [updated November 2008]


Summary of CERP outlines the processes of the pilot and some lessons learned.
Phases 2&3 of CERP at SIA presents the more technical parts of the project.

Planning Documents

Business Case

Project Plan

Forms / Templates

Email Preservation System and Tools

Email Account Preservation Parser

Permission Form

Application to use materials produced by CERP, including those on the CERP website. Email completed form to SchmitzfuhrigL@si.edu.

CERP Symposium

November 2008

MAIL ACCOUNT XML SCHEMA: How Internet Messages can be stored as XML by David Minor

Parsing E-Mail: Lessons Learned by Steve Burbeck

Using An Open Source Institution Repository for Preserved Email by CERP

Rule-Based Distributed Data Management by Reagan Moore

“C2P”: from Content-based Environments to Policy-based Infrastructure by Richard Marciano

Learning to Love “Ugly”: Making Sense of Archived Email by Douglas W. Oard


Recent Presentations

Digital Dilemmas: Archiving E-Mail. Society of American Archivists (SAA) 2008 Research Forum. San Francisco, Calif. August 26. CERP team members presented project background, processes, products, and a parser demonstration at the forum.


Email Preservation Publications and Presentations

Tools Used by CERP. Product information and results of testing by CERP

Digital Dilemmas: Archiving E-Mail.
-- Southern Archives Conference. Nashville, Tenn., March 2008
-- Society of NC Archivists Spring 2008. Raleigh, N.C. This presentation included a segment from fellow research project Email Collaboration Initiative (EMCAP).

2007 and older