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Sample Records Transfer and Inventory Form

  1. Name of Transferring Office: University Library. Office of the Director.
  2. Types of Records and Dates: Subject Files, 1957-1991; Personnel Files
  3. RDA(s): Campus 133; Personnel 34
  4. Number of Boxes: 3 record center cartons
  5. A. - Do any of the Records contain Confidential Information, such as:
    • Social Security Numbers: Yes
    • Information relating to Personnel Matters, i.e. performance evaluations, salary negotiations, litigation files: Yes
    • Medical Histories or Personal Financial Information: Yes
    • Information regarding the Academic Performance of Individual Students: No
  6. B. - If you answered yes to any of the above questions, which Boxes contain Confidential Records: Box 3
  7. C. - If known, cite any Statutes, Codes, or Policies that apply to the Records: UWSP Personnel Policy S-42
  8. Arrangement of the Records: Alphabetical by folder title. Subject files are in boxes

1-2; personnel files are in box 3.

  1. Department Administrative History:
    • Department Name Changes/Re-organizations and Dates:

 

    • Department Heads and Dates:

 

  1. Person Preparing Records for Transfer: Jane Doe

Telephone: 715-346-xxxx

E-Mail: doej@uwsp.edu

  1. Date Records Inventory Completed: March 23, 1993
  2. Other Comments:

SAMPLE INVENTORY LIST

CONTENTS

BOX

FOLDER

Acquisitions, 1963-1970

1

1

Acquisitions Department Annual Report, 1971-1973

1

2

Ad Hoc Curriculum Library Committee, 1962-1965

1

3

Administrative Affairs, 1975-1979

1

4

Book Donations, 1982-1985

1

5

Cataloging Department Annual Reports, 1971-1977

1

6

Curriculum Collection, 1969-1975

1

7

Exhibits Committee, 1975-1977

1

8

Friends of the Library, 1960-1977

1

9-10

Interlibrary Loan, 1975-1982

1

11

Library Building Committee, 1970-1974

1

12

Library Tours, 1973

1

13

Morris Fromkin Lecture Series, Brochures, 1970

2

2

Morris Fromkin Lecture Series, Lectures, 1971-1990

2

3

Olson, Frederick I., 1959-1962

2

5

Planning Document, 1982

2

6

Policy Statements, 1965-1967

2

7

Reference Department Meetings, 1991

2

8

Serials, 1964-1965

2

9

Special Collections, 1965

2

10

Staff Association, Activities, 1974-1976

2

11

Staff Association, Activities, 1977-1982

2

12

Staff Association, Annual Meetings, 1963-1983

2

13

Staff Association, Reports, 1960-1984

2

14

Technical Services, 1967-1968

2

15

University of Wisconsin Library Council, 1965-1969

2

16

Alfred, Susan

3

1

Blair, Linda

3

2

Conway, Jeff

3

3

Haberman, Mary

3

4

Jones, Julie

3

5-6

Kay, Allen

3

7

Rutherford, Jim

3

8

Scott, Michael

3

9

Smith, Mark

3

10-12

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900 Reserve Street | Stevens Point, WI 54481
7153463038 (administration) | 7153462540 (circulation) | 7153462836 (reference)

This page last modified: Monday, January 30, 2012