Guidelines to Follow:
The University of Wyoming Archives preserves significant official records documenting
the history and activities of the institution and its schools, departments, programs,
and offices. Because of the vast amount of records (in both paper and electronic form)
that is created at an institution of this size and the content of the information
contained in those records, only a small percentage of records can be preserved. Accordingly,
some general guidelines have been established to ensure that records of importance
are preserved, but not records of short-term importance.The following types of non-current,
inactive records are commonly transferred to the University Archives:Constitution
and by-laws, minutes and proceedings, and list of officers of University Board of
Trustees from their office of origin.
Office Files: correspondence and memoranda (including e-mail) of a school's or department's
principal administrators relating to the policies, curriculum development, and operations
of that unit.
Reports, such as annual reports, accreditation reports, self-studies, planning documents,
and reports on special topics.
Proposals for new programs and facilities, and planning documents.
Publications such as bulletins, course schedules, newsletters, programs, and promotional
Minutes of meetings with accompanying reports and documents.
A representative sample of photographs and audio-visual records relating to the activities
of the unit and its personnel.
The following types of records can be discarded when they are no longer administratively
or legally required:
Office copies of student and personnel records, including faculty dossiers, annual
evaluations, promotion and tenure files, and search committee files. NOTE: These records
are convenience copies of administrators and not the official University personnel
Routine financial and administrative records, such as requisitions, travel expenses
vouchers, payroll time sheets, accounting reports, etc.
Drafts of most reports and correspondence (Exceptions: for major planning documents,
save preliminary discussion documents, background reports which served as the basis
for different sections, and drafts which contain substantive differences from the
Routine acknowledgments, circulars, notifications, requests, and transmittals.
Multiple copies of a single document.
Convenience copies of publications, reports, memos, etc., for which your office was
not the originator or the office of record.
Copies of widely circulated documents such as Trustee minutes; Faculty Senate minutes;
memoranda to Deans, Directors, and Department Heads; procedure manuals, and memoranda
to all faculty unless your office is the office of origin for the document.
External publications (external to the department/unit).
Procedures for Preparing and Transferring RecordsPlease note, the University Archives does not accept even significant records that
are judged to have only short-term value; that is, the university archive is not a
temporary records center. The University Archives only accepts material judged by
the University Archivist as having long-term historical value.Consult the University
Archivist at UWArchives@uwyo.edu, to ensure that your records are scheduled for transfer to the archives. Annual transfers
of scheduled records are preferred. Please provide the following information:
What types of records you have for transfer (i.e. subject files, committee records,
personnel files, etc.)
If a records schedule for your department has been completed.
How much you have to transfer (i.e. number of file drawers of records).
Preparing records for transferIn the event that a large volume (50+ boxes) of records is to be transferred, it’s
best to have the records examined before they are sent and archives staff may want
to participate in packing them for shipment.
Remove material identified above as being of short-term value.
Remove materials from ring binders and hanging folders and place in file folders;
maintain the original order of the records. Transfer information from the ring binders
and hanging folders to the file folders; if more than one folder is needed label as,
for example, "folder 1 of 2," "folder 2 of 2," etc.
Fill out an inventory form and a transfer form and send with the boxes.
Box the records scheduled for transfer.
The records will need to be boxed properly. Please use boxes measuring 10"x12"x15"
(see picture below as an example)
Maintain the filing arrangement of the records (i.e. alphabetic, numeric, chronological,
Keep the records in their original file folders and ensure that the files are clearly
labeled; include span dates. (Example: Space Planning, 1983-1990).
Do not over-pack or under-pack the boxes.
Clearly label the boxes.
PLEASE NOTE: Limited staff prevents the University Archives from being able to assist
with boxing and preparing inventory sheets for most records. Similarly, University
Archives is not able to accept transfers of records without accompanying inventory
forms and transfer forms.