For Physical Records:
Step 1: Determine if your records are inactive/non-current and permanent by reviewing the New Mexico Functional Records Retention and Disposition Schedules with a retention of “Transfer to Archives.” You may also refer to this easy-to-use list which details permanent records information. Do not send active records your department still regularly references.
Step 2: Arrange files in boxes in the order in which they were arranged in your file drawers.
Step 3: Inventory each box for its series or file titles. Include dates and correct information of material (papers, compact discs etc.) Mark if restricted access. Do not overfill boxes.
Step 4: Insert one copy of the inventory in the first box and retain one copy for your files.
Step 5: Notify the Archives, either by phone or email, that there are records needing to be transferred and then place a work order with Facilities to have boxes move to the Archives.
For Electronic Records:
To arrange for transfer of electronic records to the Archives, email the Archivist for instructions or call at 575-624-8382. After you have successfully transferred your records, please let the Archivist know so the files can be moved from their temporary location to a permanent preservation repository.