Friday, October 30, 2015

Subscription probe for MACRAO - please ignore

Fri, 30 Oct 2015 06:00:00

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Thursday, October 29, 2015

THIS IS A TEST. PLEASE DO NOT RESPOND.

Good morning,

 

Please disregard this email.  It is only a test.  No need to respond.  I apologize for any inconvenience.  Thank you.

 

 

David M Bonilla

Interim IT Director

Great Falls College – MSU

2100 16th Ave S

Great Falls  MT, 59405

 

Wednesday, October 28, 2015

FW: MACRAO Meeting Last Week

 

Good Morning!

 

I wanted to take a moment to thank all of you for allowing me to speak with you regarding Prior Learning Assessment.  I hope what I shared with you was helpful and I appreciated your comments and questions.  As I mentioned, I really would like to receive your questions and comments via email follow-up as I did not have a pad and pen to make notes of each question.

 

So, please feel free to send me comments/questions about PLA.

 

Thanks,

 

Sue 

 

Susan K. Jones

Montana University System

Director, Two Year Mission

PO Box 203201

2500 Broadway

Helena, MT  59620

O - 406-444-0318

M - 406-925-2057

www.mus.edu

 

 

 

 

Monday, October 26, 2015

Revised retention schedule for Student Records

Hello Everyone!

 

Here is a revised document from Jessica Brubaker!

 

Kristi

FW: Link to Recording-Military Mapping

FYI

 

Lexy Fisher

Statewide Assistant Registrar

HealthCARE Montana

690 SW Higgins, Suite B

Missoula, MT 59803

www.healthcaremontana.org

406.540.4415 x208

 

 

From: Jones, Sue [mailto:sjones@montana.edu]
Sent: Wednesday, October 21, 2015 3:59 PM
To: anne.delaney@umontana.edu; Bonnie Dux (bonnie.dux@umontana.edu) <bonnie.dux@umontana.edu>; Brenda Hanson <bhanson@fvcc.edu>; Schloss, Carol <cschloss@montana.edu>; Carolyn Kimball (KimballC@milescc.edu) <KimballC@milescc.edu>; Chris Clouse (cclouse@fvcc.edu) <cclouse@fvcc.edu>; Cindy Kiefer <ckiefer@fvcc.edu>; ckennedy@barretthospital.org; Mclaughlin, Dixie <Dixie.Mclaughlin@mso.umt.edu>; dkenitzer@montanahealthnetwork.com; Dylan Rogness (dylan1.rogness@umontana.edu) <dylan1.rogness@umontana.edu>; Eleazar Ortega <eleazar.ortega@gfcmsu.edu>; Simpson, Emily <Emily.Simpson@mso.umt.edu>; Fisher, Lexy <lexy.fisher@mso.umt.edu>; Frankie Lyons <frankie.lyons@gfcmsu.edu>; Garth Sleight <SleightG@milescc.edu>; Guy Lund (LundG@milescc.edu) <LundG@milescc.edu>; gwhitney@fvcc.edu; Paskert, Jean <jean.paskert@mso.umt.edu>; jenny.moore@umontana.edu; Julie Rummel <jrummel@gfcmsu.edu>; Dorhauer, Kailyn <kailyn.dorhauer@montana.edu>; Karen@mtha.org; Kathryn Peterson <kathryn.peterson@gfcmsu.edu>; Katrina Luther (LutherK@milescc.edu) <LutherK@milescc.edu>; Kaye Norris (kaye.norris@umontana.edu) <kaye.norris@umontana.edu>; Kent McGowan (kent.mcgowan@umontana.edu) <kent.mcgowan@umontana.edu>; Schuman, Kirtlye <kschuman@msubillings.edu>; lundk@milescc.edu; Mary.Hel@riverstonehealth.org; Mary.nielsen@umontana.edu; Myrna Ridenour (mridenour@fvcc.edu) <mridenour@fvcc.edu>; Nancy Haney (nhaney@fvcc.edu) <nhaney@fvcc.edu>; Moisey, Neil <Neil.Moisey@mso.umt.edu>; Dellwo, Sarah <Sarah.Dellwo@UMHelena.edu>; Maki, Sarah <sarah.maki1@montana.edu>; Scott Ralls <rallss@nccommunitycolleges.edu>; Spalinger, Katie <kspalinger@montana.edu>; Jones, Sue <sjones@montana.edu>; Tammy Freimund (tammy.freimund@umontana.edu) <tammy.freimund@umontana.edu>; Steckler, Tammy <tammy.steckler@umhelena.edu>; Troy Stoddard <troy.stoddard@gfcmsu.edu>; VPiet@mt.gov
Cc: Jones, Sue <sjones@montana.edu>; Spalinger, Katie <kspalinger@montana.edu>; Muffick, Ron <rmuffick@montana.edu>
Subject: Link to Recording

 

Greetings Everyone,

 

As promised, we have a recording of the Recognizing Military Education: An Overview of PLA for Healthcare webinar that was offered on September 30.  Please feel free to share this link with others you feel may benefit.

 

https://cael.adobeconnect.com/p44kluahyze/

 

Thank you!

 

Sue 

 

Susan K. Jones

Montana University System

Director, Two Year Mission

PO Box 203201

2500 Broadway

Helena, MT  59620

O - 406-444-0318

M - 406-925-2057

www.mus.edu

 

 

 

Friday, October 23, 2015

Re: New Student Warehouse Servers

Thanks so much John!

 

Eric

 

Eric Wold

Division of Student Success

Montana State University

 

From: MACRAO Listserv [mailto:MACRAO@listserv.gfcmsu.edu] On Behalf Of Thunstrom, John
Sent: Thursday, October 22, 2015 4:14 PM
To: MACRAO@listserv.gfcmsu.edu
Subject: Re: New Student Warehouse Servers

 

Good afternoon-

The process to move the databases to the new servers is complete and extracts that were already scheduled should proceed tonight/tomorrow as normal.  If you have any difficulties getting into the website or via your normal reporting mechanisms, please get in touch and I’ll try to get you squared away.

 

Thank you for your patience during the downtime.

 

John

 

From: Thunstrom, John
Sent: Monday, October 19, 2015 10:19 AM
To: 'MACRAO@LISTSERV.GFCMSU.EDU'
Subject: New Student Warehouse Servers

 

Good morning-

Just a reminder that I’ll be migrating the student warehouse to new servers on Thursday (10/22).  The warehouse will be unavailable most of the day, but should be back up in time to run extracts in the evening.  I’ll send out a notice when it is back up and running. 

 

The web clients will now be located at:

 

UM

http://ochesdwp.msu.montana.edu:7777/umsdwp/owa/twgkwbis.P_WWWLogin

 

MSU

http://ochesdwp.msu.montana.edu:7777/msusdwp/owa/twgkwbis.P_WWWLogin

 

 

For those of you who do reporting against the warehouse, the following changes will be required for your tnsnames entries if you do not have a centrally managed tnsnames file:

 

UM Test:

  HOST = ochesdwt.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = UMSDWT 

 

UM Production:

  HOST = ochesdwp.msu.montana.edu

  PORT = 1521

  SERVICE_NAME = UMSDWP

 

MSU Test:

  HOST = ochesdwt.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = MSUSDWT 

 

MSU Production:

  HOST = ochesdwp.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = MSUSDWP 

 

If you need any assistance making these changes or have any questions regarding the switch, please don’t hesitate to shoot me an email or give me a call.

 

Thanks,
John

 

 

John Thunstrom

MUS IT Director

Office of the Commissioner of Higher Education

(406) 544-3822

jthunstrom@mso.umt.edu

 

 

 


To unsubscribe from the MACRAO list, click the following link:
http://listserv.gfcmsu.edu/scripts/wa.exe?TICKET=NzM1OTIzIGVyaWMud29sZEBNT05UQU5BLkVEVSBNQUNSQU8gIN1sofA6jzVh&c=SIGNOFF

Thursday, October 22, 2015

Re: New Student Warehouse Servers

Good afternoon-

The process to move the databases to the new servers is complete and extracts that were already scheduled should proceed tonight/tomorrow as normal.  If you have any difficulties getting into the website or via your normal reporting mechanisms, please get in touch and I’ll try to get you squared away.

 

Thank you for your patience during the downtime.

 

John

 

From: Thunstrom, John
Sent: Monday, October 19, 2015 10:19 AM
To: 'MACRAO@LISTSERV.GFCMSU.EDU'
Subject: New Student Warehouse Servers

 

Good morning-

Just a reminder that I’ll be migrating the student warehouse to new servers on Thursday (10/22).  The warehouse will be unavailable most of the day, but should be back up in time to run extracts in the evening.  I’ll send out a notice when it is back up and running. 

 

The web clients will now be located at:

 

UM

http://ochesdwp.msu.montana.edu:7777/umsdwp/owa/twgkwbis.P_WWWLogin

 

MSU

http://ochesdwp.msu.montana.edu:7777/msusdwp/owa/twgkwbis.P_WWWLogin

 

 

For those of you who do reporting against the warehouse, the following changes will be required for your tnsnames entries if you do not have a centrally managed tnsnames file:

 

UM Test:

  HOST = ochesdwt.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = UMSDWT 

 

UM Production:

  HOST = ochesdwp.msu.montana.edu

  PORT = 1521

  SERVICE_NAME = UMSDWP

 

MSU Test:

  HOST = ochesdwt.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = MSUSDWT 

 

MSU Production:

  HOST = ochesdwp.msu.montana.edu

  PORT = 1521

 SERVICE_NAME = MSUSDWP 

 

If you need any assistance making these changes or have any questions regarding the switch, please don’t hesitate to shoot me an email or give me a call.

 

Thanks,
John

 

 

John Thunstrom

MUS IT Director

Office of the Commissioner of Higher Education

(406) 544-3822

jthunstrom@mso.umt.edu

 

 

Wednesday, October 21, 2015

Parking at Montana Western

Our ticketing person has kindly agreed not to ticket the parking lots during our meeting times on Thursday and Friday, so “Yeah” you should not need a parking pass to park in the general parking of the parking lots.  Reserved spots will still be ticketed.

 

Our parking lots and even street parking is usually at capacity during the morning (8:15-11:15) and afternoon (12:15-3:15) course blocks.  If you are arriving during these times try the parking lot near building 9 and 19 on the map http://www.umwestern.edu/campus-map.html?highlight=WyJtYXAiXQ==.  It’s a tiny bit of a walk but we also have some street parking and a parking lot across from Sparky’s garage at the building 24 on the map (not labeled on the map because it was just completed right before school started.

 

We will be meeting in building 9 on the second floor called the STC Great Room.

 

Looking forward to seeing you tomorrow.

 

Charity

 

Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 |
Phone 406.683.7471

 

PLA Info for MACRAO

Hello Everyone!

 

Here is some info to review before tomorrow’s meeting!

 

Thanks!

 

From: Jones, Sue [mailto:sjones@montana.edu]
Sent: Wednesday, October 21, 2015 12:46 PM
To: Kristi Peterson <kristi.peterson1@msun.edu>
Subject: FW: MACRAO - October 22-23 - UM Western
Importance: High

 

Hi Kristi,

 

Please share this with the MACRAO group prior to this Friday’s meeting.

 

Thank you!

 

Sue 

 

Susan K. Jones

Montana University System

Director, Two Year Mission

PO Box 203201

2500 Broadway

Helena, MT  59620

O - 406-444-0318

M - 406-925-2057

www.mus.edu

 

 

 

From: Kristi Peterson [mailto:kristi.peterson1@msun.edu]
Sent: Monday, October 19, 2015 3:43 PM
To: MACRAO Listserv <MACRAO@LISTSERV.GFCMSU.EDU>; Jones, Sue <sjones@montana.edu>; Brubaker, Jessica <jbrubaker@montana.edu>; Bauer, Anne <abauer@mt.gov>; Fisher, Lexy <lexy.fisher@mso.umt.edu>; Norris, Kaye <kaye.norris@mso.umt.edu>; Williams, Amy <amy.williams12@montana.edu>
Subject: MACRAO - October 22-23 - UM Western
Importance: High

 

Hello All – Just checking in one last time before we meet this week. Our final agenda is below for your review. If you have any specific questions or discussion topics you would like our presenters to address, please forward those to me and I will let them know.

 

Looking forward to seeing you in Dillon!

 

Kristi

 

 

 

 

MACRAO Spring Meeting 2015 Agenda

October 22-23, 2015

UM-Western in Dillon, Montana

 

 

 

Thursday • October 22nd


1:00 -1:15 p.m…………………………..Welcome

1:15 – 1:45 p.m…………………………Introductions, Updates & Accomplishments

1:45 – 2:45 p.m…………………………Dual Enrollment: Amy Williams

2:45 – 3:00 p.m…………………………Break

3:00 – 3:50 p.m………………………… Enrollment Reporting-Clearinghouse & NLSDS Discussion: David Devolve

3:50 – 4:00 p.m…………………………Break

4:00 – 4:50 p.m…………………………TAAACCT Grant Updates: Lexy Fisher & Kaye Norris & Mary Neilsen

4:50 – 5:00 p.m…………………………Wrap-Up

6:00 p.m……………………………………Dinner at The Lion’s Den

 

Friday • October 23rd

8:00 – 8:15 a.m…………………………Welcome

8:15 – 9:00 a.m…………………………Prior Learning Assessment: Sue Jones

9:00 – 9:10 a.m…………………………Break

9:10 – 10:00 a.m………………………. Records Retention Guidelines:  Jessica Brubaker Jones

10:00 – 10:10 a.m……………………..Break

10:10 – 11:00 a.m……………………..E-Transcripts/K20 Project Updates: Anne Bauer

11:00 – 11:10 a.m……………………..Break

11:10 – 12:00……………………………Roundtable Discussions: Compass Testing, College transcript fees,
                                                          Free College Application Week, etc.

12:00 – 12:30 p.m…………………….MACRAO Business Meeting

 

 

Kristi Peterson

Director of Admissions & Recruitment

PH: 406-265-3536

 

 

Tuesday, October 20, 2015

Re: [!!Mass Mail]Re: Info for Fall MACRAO Meeting

I will not be able to attend as well. Jessie Dufner, V.P. of Student Success, may need to call in. I've copied Jessie in this message. Any assistance would be appreciated.

Thank you,

Lisa Blunt
Registrar
Miles Community College
2715 Dickinson St.
Miles City, MT  59301
(406) 874-6214 phone
(406) 874-6283 fax
bluntl@milescc.edu



-----Original Message-----
From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Hickman, Joseph
Sent: Tuesday, October 20, 2015 12:12 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: [!!Mass Mail]Re: Info for Fall MACRAO Meeting

Worst case, they can call my cell phone or we can call them and we can Skype, FaceTime or conference call to include them.

Joseph Hickman / Registrar / University of Montana /

On Oct 20, 2015, at 12:08 PM, Campeau, Tony <tcampeau@MONTANA.EDU<mailto:tcampeau@montana.edu>> wrote:

Any word on the phone situation? We have a person who is VERY interested in the reporting NSC presentation but may not be able to attend, might they be able to listen in/ask questions?

Thanks

T

Tony Campeau
Registrar
Montana State University
406.994.2604

RESPECT . INTEGRITY . STUDENT SUCCESS . EXCELLENCE

From: MACRAO Listserv [mailto:MACRAO@listserv.gfcmsu.edu] On Behalf Of Charity Walters
Sent: Monday, October 19, 2015 4:44 PM
To: MACRAO@listserv.gfcmsu.edu<mailto:MACRAO@listserv.gfcmsu.edu>
Subject: Re: Info for Fall MACRAO Meeting

Agree, when I rewrote UMW's record retention policy the 2014 was invaluable. If anyone would like to see the book I'd be happy to bring it to the meetings. And even as a person who likes a clean vault :), I have to agree with you the retention timelines do seem to be shrinking and as record keepers we have to consider not only what is recommended but also our long term office responsibilities when developing record/retention documents. Should be a great conversation.

I'm not quite sure of the phone situation yet (so no promises), but we are working on having a conference phone in the room as there is one or two people who are interested in the TAAACT session but could not make the meeting. If you send me your phone number Jane (send to Charity.walters@umwestern.edu<mailto:Charity.walters@umwestern.edu>) I will see what we can do to conference you into this session so you can hear the record/retention conversation.

Charity

Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 | Phone 406.683.7471

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Jane Stuart
Sent: Monday, October 19, 2015 3:10 PM
To: MACRAO@LISTSERV.GFCMSU.EDU<mailto:MACRAO@LISTSERV.GFCMSU.EDU>
Subject: Re: Info for Fall MACRAO Meeting

I found the 2014 edition of Retention, Disposal, and Archive of Student Records by AACRAO to be quite concise, helpful, and offering excellent guidance. The 2001 edition was, however, extremely lacking. Are we consulting the most current edition of AACRAO's recommendations?

Also, (just a thought to keep in mind) historically, recommended record retention has gone from 7 years to 5 years and, now, to 3 years. Our system form, Transmittal of Application Materials, currently states 5 years. If our recommended retention of materials changes to 3, then this form/policy and any others affected by the availability of records will need to be updated, as well.

I'll look forward to the minutes to see how the discussion went.

Jane Stuart
Administrative Associate
Registrar's Office
MSU-Northern
406-265-3703 office; 406-265-3788 fax
stuartj@msun.edu<mailto:stuartj@msun.edu>
"There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self."
- Ernest Hemingway


From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Kristi Peterson
Sent: Monday, October 19, 2015 2:06 PM
To: MACRAO@LISTSERV.GFCMSU.EDU<mailto:MACRAO@LISTSERV.GFCMSU.EDU>
Subject: Info for Fall MACRAO Meeting

Hello Everyone!

Jessica Brubaker from MUS will be presenting at the meeting this week. She forwarded the two attached documents for our members to review before her presentation. I have included her email below to share with you. It will give you a preview of the discussion!

Kristi



Hi Kristi-

Could you please forward this email to the MACRAO group for our discussion on Records Retention Guidelines? As you and I discussed earlier, I have been working with Leslie Taylor (MSU Legal Counsel) and Donna Mccrea (Head of Archives at UM) to come up with a records retention schedule for the system - these would be minimum periods of retention, departments can decide to hold on to records for longer if they want. At this point, we have a working draft and are going to start sharing specific sections with the departments to which those sections apply.

I have attached the draft introductory language for the records retention guidelines, and the draft Student Records section. We adopted AACRAO's suggested retention periods whenever we could, but would like to get input from the MACRAO group about the proposed guidelines. The yellow highlighting indicates items for which AACRAO assigned a retention period of "until administrative need is satisfied." We would like to have a set minimum for each period, and so assigned time periods for those based on what other institutions do and/or what seemed reasonable. I am hoping that the group can pay special attention to these highlighted sections as there was no clear guidance from AACRAO.

Thanks-

Jessica

Jessica M. Brubaker
Associate Legal Counsel
Montana University System
2500 Broadway
Helena, MT 59601
406-444-0314
jbrubaker@montana.edu<mailto:jbrubaker@montana.edu>





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Re: Info for Fall MACRAO Meeting

I know we will have a conference phone in there that is supposed to be able to handle 4-5 lines at a time, but I won't be able to test it until the day of the conference.  Send me the name,phone number and what session they want to be called into and I will make sure that (assuming everything happens as planned) they are called for that session.  I will have to call each person that needs to be in the conference vs. them calling in.


 At this point it is promising, but I also know murphy's law is always in play



Charity


Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 |
Phone 406.683.7471




From: MACRAO Listserv <MACRAO@LISTSERV.GFCMSU.EDU> on behalf of Campeau, Tony <tcampeau@MONTANA.EDU>
Sent: Tuesday, October 20, 2015 12:07 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Re: Info for Fall MACRAO Meeting
 

Any word on the phone situation?  We have a person who is VERY interested in the reporting NSC presentation but may not be able to attend, might they be able to listen in/ask questions?

 

Thanks


T

 

Tony Campeau

Registrar

Montana State University

406.994.2604

 

RESPECT … INTEGRITY … STUDENT SUCCESS … EXCELLENCE

 

From: MACRAO Listserv [mailto:MACRAO@listserv.gfcmsu.edu] On Behalf Of Charity Walters
Sent: Monday, October 19, 2015 4:44 PM
To: MACRAO@listserv.gfcmsu.edu
Subject: Re: Info for Fall MACRAO Meeting

 

Agree, when I rewrote UMW's record retention policy the 2014 was invaluable.  If anyone would like to see the book I'd be happy to bring it to the meetings.  And even as a person who likes a clean vault J, I have to agree with you the retention timelines do seem to be shrinking and as record keepers we have to consider not only what is recommended but also our long term office responsibilities when developing record/retention documents.  Should be a great conversation.

 

I'm not quite sure of the phone situation yet (so no promises), but we are working on having a conference phone in the room as there is one or two people who are interested in the TAAACT session but could not make the meeting.  If you send me your phone number Jane (send to Charity.walters@umwestern.edu) I will see what we can do to conference you into this session so you can hear the record/retention conversation.

 

Charity

 

Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 |
Phone 406.683.7471

 

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Jane Stuart
Sent: Monday, October 19, 2015 3:10 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Re: Info for Fall MACRAO Meeting

 

I found the 2014 edition of Retention, Disposal, and Archive of Student Records by AACRAO to be quite concise, helpful, and offering excellent guidance.  The 2001 edition was, however, extremely lacking.  Are we consulting the most current edition of AACRAO's recommendations?

 

Also, (just a thought to keep in mind) historically, recommended record retention has gone from 7 years to 5 years and, now, to 3 years.  Our system form, Transmittal of Application Materials, currently states 5 years.  If our recommended retention of materials changes to 3, then this form/policy and any others affected by the availability of records will need to be updated, as well.

 

I'll look forward to the minutes to see how the discussion went.

 

Jane Stuart
Administrative Associate
Registrar's Office
MSU-Northern
406-265-3703 office; 406-265-3788 fax

stuartj@msun.edu

"There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self."
- Ernest Hemingway

 

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Kristi Peterson
Sent: Monday, October 19, 2015 2:06 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Info for Fall MACRAO Meeting

 

Hello Everyone!

 

Jessica Brubaker from MUS will be presenting at the meeting this week. She forwarded the two attached documents for our members to review before her presentation. I have included her email below to share with you. It will give you a preview of the discussion!

 

Kristi

 

 

 

Hi Kristi-

 

Could you please forward this email to the MACRAO group for our discussion on Records Retention Guidelines? As you and I discussed earlier, I have been working with Leslie Taylor (MSU Legal Counsel) and Donna Mccrea (Head of Archives at UM) to come up with a records retention schedule for the system - these would be minimum periods of retention, departments can decide to hold on to records for longer if they want.  At this point, we have a working draft and are going to start sharing specific sections with the departments to which those sections apply.

 

I have attached the draft introductory language for the records retention guidelines, and the draft Student Records section. We adopted AACRAO's suggested retention periods whenever we could, but would like to get input from the MACRAO group about the proposed guidelines. The yellow highlighting indicates items for which AACRAO assigned a retention period of "until administrative need is satisfied." We would like to have a set minimum for each period, and so assigned time periods for those based on what other institutions do and/or what seemed reasonable. I am hoping that the group can pay special attention to these highlighted sections as there was no clear guidance from AACRAO.

 

Thanks-

 

Jessica

 

Jessica M. Brubaker

Associate Legal Counsel

Montana University System

2500 Broadway

Helena, MT 59601

406-444-0314

jbrubaker@montana.edu

 

 

 

 


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Re: Info for Fall MACRAO Meeting

Worst case, they can call my cell phone or we can call them and we can Skype, FaceTime or conference call to include them.

Joseph Hickman / Registrar / University of Montana /

On Oct 20, 2015, at 12:08 PM, Campeau, Tony <tcampeau@MONTANA.EDU<mailto:tcampeau@montana.edu>> wrote:

Any word on the phone situation? We have a person who is VERY interested in the reporting NSC presentation but may not be able to attend, might they be able to listen in/ask questions?

Thanks

T

Tony Campeau
Registrar
Montana State University
406.994.2604

RESPECT … INTEGRITY … STUDENT SUCCESS … EXCELLENCE

From: MACRAO Listserv [mailto:MACRAO@listserv.gfcmsu.edu] On Behalf Of Charity Walters
Sent: Monday, October 19, 2015 4:44 PM
To: MACRAO@listserv.gfcmsu.edu<mailto:MACRAO@listserv.gfcmsu.edu>
Subject: Re: Info for Fall MACRAO Meeting

Agree, when I rewrote UMW's record retention policy the 2014 was invaluable. If anyone would like to see the book I'd be happy to bring it to the meetings. And even as a person who likes a clean vault :), I have to agree with you the retention timelines do seem to be shrinking and as record keepers we have to consider not only what is recommended but also our long term office responsibilities when developing record/retention documents. Should be a great conversation.

I'm not quite sure of the phone situation yet (so no promises), but we are working on having a conference phone in the room as there is one or two people who are interested in the TAAACT session but could not make the meeting. If you send me your phone number Jane (send to Charity.walters@umwestern.edu<mailto:Charity.walters@umwestern.edu>) I will see what we can do to conference you into this session so you can hear the record/retention conversation.

Charity

Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 |
Phone 406.683.7471

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Jane Stuart
Sent: Monday, October 19, 2015 3:10 PM
To: MACRAO@LISTSERV.GFCMSU.EDU<mailto:MACRAO@LISTSERV.GFCMSU.EDU>
Subject: Re: Info for Fall MACRAO Meeting

I found the 2014 edition of Retention, Disposal, and Archive of Student Records by AACRAO to be quite concise, helpful, and offering excellent guidance. The 2001 edition was, however, extremely lacking. Are we consulting the most current edition of AACRAO's recommendations?

Also, (just a thought to keep in mind) historically, recommended record retention has gone from 7 years to 5 years and, now, to 3 years. Our system form, Transmittal of Application Materials, currently states 5 years. If our recommended retention of materials changes to 3, then this form/policy and any others affected by the availability of records will need to be updated, as well.

I'll look forward to the minutes to see how the discussion went.

Jane Stuart
Administrative Associate
Registrar's Office
MSU-Northern
406-265-3703 office; 406-265-3788 fax
stuartj@msun.edu<mailto:stuartj@msun.edu>
"There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self."
- Ernest Hemingway


From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Kristi Peterson
Sent: Monday, October 19, 2015 2:06 PM
To: MACRAO@LISTSERV.GFCMSU.EDU<mailto:MACRAO@LISTSERV.GFCMSU.EDU>
Subject: Info for Fall MACRAO Meeting

Hello Everyone!

Jessica Brubaker from MUS will be presenting at the meeting this week. She forwarded the two attached documents for our members to review before her presentation. I have included her email below to share with you. It will give you a preview of the discussion!

Kristi



Hi Kristi-

Could you please forward this email to the MACRAO group for our discussion on Records Retention Guidelines? As you and I discussed earlier, I have been working with Leslie Taylor (MSU Legal Counsel) and Donna Mccrea (Head of Archives at UM) to come up with a records retention schedule for the system - these would be minimum periods of retention, departments can decide to hold on to records for longer if they want. At this point, we have a working draft and are going to start sharing specific sections with the departments to which those sections apply.

I have attached the draft introductory language for the records retention guidelines, and the draft Student Records section. We adopted AACRAO's suggested retention periods whenever we could, but would like to get input from the MACRAO group about the proposed guidelines. The yellow highlighting indicates items for which AACRAO assigned a retention period of "until administrative need is satisfied." We would like to have a set minimum for each period, and so assigned time periods for those based on what other institutions do and/or what seemed reasonable. I am hoping that the group can pay special attention to these highlighted sections as there was no clear guidance from AACRAO.

Thanks-

Jessica

Jessica M. Brubaker
Associate Legal Counsel
Montana University System
2500 Broadway
Helena, MT 59601
406-444-0314
jbrubaker@montana.edu<mailto:jbrubaker@montana.edu>





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Re: Info for Fall MACRAO Meeting

Any word on the phone situation?  We have a person who is VERY interested in the reporting NSC presentation but may not be able to attend, might they be able to listen in/ask questions?

 

Thanks


T

 

Tony Campeau

Registrar

Montana State University

406.994.2604

 

RESPECT … INTEGRITY … STUDENT SUCCESS … EXCELLENCE

 

From: MACRAO Listserv [mailto:MACRAO@listserv.gfcmsu.edu] On Behalf Of Charity Walters
Sent: Monday, October 19, 2015 4:44 PM
To: MACRAO@listserv.gfcmsu.edu
Subject: Re: Info for Fall MACRAO Meeting

 

Agree, when I rewrote UMW’s record retention policy the 2014 was invaluable.  If anyone would like to see the book I’d be happy to bring it to the meetings.  And even as a person who likes a clean vault J, I have to agree with you the retention timelines do seem to be shrinking and as record keepers we have to consider not only what is recommended but also our long term office responsibilities when developing record/retention documents.  Should be a great conversation.

 

I’m not quite sure of the phone situation yet (so no promises), but we are working on having a conference phone in the room as there is one or two people who are interested in the TAAACT session but could not make the meeting.  If you send me your phone number Jane (send to Charity.walters@umwestern.edu) I will see what we can do to conference you into this session so you can hear the record/retention conversation.

 

Charity

 

Charity Walters| Registrar and Director of Institutional Research | The University of Montana Western | 710 South Atlantic Street | Dillon, Montana 59725 |
Phone 406.683.7471

 

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Jane Stuart
Sent: Monday, October 19, 2015 3:10 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Re: Info for Fall MACRAO Meeting

 

I found the 2014 edition of Retention, Disposal, and Archive of Student Records by AACRAO to be quite concise, helpful, and offering excellent guidance.  The 2001 edition was, however, extremely lacking.  Are we consulting the most current edition of AACRAO’s recommendations?

 

Also, (just a thought to keep in mind) historically, recommended record retention has gone from 7 years to 5 years and, now, to 3 years.  Our system form, Transmittal of Application Materials, currently states 5 years.  If our recommended retention of materials changes to 3, then this form/policy and any others affected by the availability of records will need to be updated, as well.

 

I’ll look forward to the minutes to see how the discussion went.

 

Jane Stuart
Administrative Associate
Registrar's Office
MSU-Northern
406-265-3703 office; 406-265-3788 fax

stuartj@msun.edu

“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.”
- Ernest Hemingway

 

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Kristi Peterson
Sent: Monday, October 19, 2015 2:06 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Info for Fall MACRAO Meeting

 

Hello Everyone!

 

Jessica Brubaker from MUS will be presenting at the meeting this week. She forwarded the two attached documents for our members to review before her presentation. I have included her email below to share with you. It will give you a preview of the discussion!

 

Kristi

 

 

 

Hi Kristi-

 

Could you please forward this email to the MACRAO group for our discussion on Records Retention Guidelines? As you and I discussed earlier, I have been working with Leslie Taylor (MSU Legal Counsel) and Donna Mccrea (Head of Archives at UM) to come up with a records retention schedule for the system - these would be minimum periods of retention, departments can decide to hold on to records for longer if they want.  At this point, we have a working draft and are going to start sharing specific sections with the departments to which those sections apply.

 

I have attached the draft introductory language for the records retention guidelines, and the draft Student Records section. We adopted AACRAO’s suggested retention periods whenever we could, but would like to get input from the MACRAO group about the proposed guidelines. The yellow highlighting indicates items for which AACRAO assigned a retention period of “until administrative need is satisfied.” We would like to have a set minimum for each period, and so assigned time periods for those based on what other institutions do and/or what seemed reasonable. I am hoping that the group can pay special attention to these highlighted sections as there was no clear guidance from AACRAO.

 

Thanks-

 

Jessica

 

Jessica M. Brubaker

Associate Legal Counsel

Montana University System

2500 Broadway

Helena, MT 59601

406-444-0314

jbrubaker@montana.edu

 

 

 

 


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http://listserv.gfcmsu.edu/scripts/wa.exe?TICKET=NzM1OTIwIHN0dWFydGpATVNVTi5FRFUgTUFDUkFPILvd6ejXGkDR&c=SIGNOFF

 


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FW: Info for Fall MACRAO Meeting

 

See the message below from Jessica!

 

From: Brubaker, Jessica
Sent: Tuesday, October 20, 2015 9:17 AM
To: 'Jane Stuart' <stuartj@msun.edu>; MACRAO Listserv <MACRAO@LISTSERV.GFCMSU.EDU>
Subject: RE: Info for Fall MACRAO Meeting

 

Yes, the most recent AACRAO edition (2014) was used.

 

Thanks-

 

Jessica

 

Jessica M. Brubaker

Associate Legal Counsel

Montana University System

2500 Broadway

Helena, MT 59601

406-444-0314

jbrubaker@montana.edu

 

 

From: Jane Stuart [mailto:stuartj@msun.edu]
Sent: Monday, October 19, 2015 3:10 PM
To: MACRAO Listserv <MACRAO@LISTSERV.GFCMSU.EDU>
Cc: Brubaker, Jessica <jbrubaker@montana.edu>
Subject: RE: Info for Fall MACRAO Meeting

 

I found the 2014 edition of Retention, Disposal, and Archive of Student Records by AACRAO to be quite concise, helpful, and offering excellent guidance.  The 2001 edition was, however, extremely lacking.  Are we consulting the most current edition of AACRAO’s recommendations?

 

Also, (just a thought to keep in mind) historically, recommended record retention has gone from 7 years to 5 years and, now, to 3 years.  Our system form, Transmittal of Application Materials, currently states 5 years.  If our recommended retention of materials changes to 3, then this form/policy and any others affected by the availability of records will need to be updated, as well.

 

I’ll look forward to the minutes to see how the discussion went.

 

Jane Stuart
Administrative Associate
Registrar's Office
MSU-Northern
406-265-3703 office; 406-265-3788 fax

stuartj@msun.edu

“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.”
- Ernest Hemingway

 

From: MACRAO Listserv [mailto:MACRAO@LISTSERV.GFCMSU.EDU] On Behalf Of Kristi Peterson
Sent: Monday, October 19, 2015 2:06 PM
To: MACRAO@LISTSERV.GFCMSU.EDU
Subject: Info for Fall MACRAO Meeting

 

Hello Everyone!

 

Jessica Brubaker from MUS will be presenting at the meeting this week. She forwarded the two attached documents for our members to review before her presentation. I have included her email below to share with you. It will give you a preview of the discussion!

 

Kristi

 

 

 

Hi Kristi-

 

Could you please forward this email to the MACRAO group for our discussion on Records Retention Guidelines? As you and I discussed earlier, I have been working with Leslie Taylor (MSU Legal Counsel) and Donna Mccrea (Head of Archives at UM) to come up with a records retention schedule for the system - these would be minimum periods of retention, departments can decide to hold on to records for longer if they want.  At this point, we have a working draft and are going to start sharing specific sections with the departments to which those sections apply.

 

I have attached the draft introductory language for the records retention guidelines, and the draft Student Records section. We adopted AACRAO’s suggested retention periods whenever we could, but would like to get input from the MACRAO group about the proposed guidelines. The yellow highlighting indicates items for which AACRAO assigned a retention period of “until administrative need is satisfied.” We would like to have a set minimum for each period, and so assigned time periods for those based on what other institutions do and/or what seemed reasonable. I am hoping that the group can pay special attention to these highlighted sections as there was no clear guidance from AACRAO.

 

Thanks-

 

Jessica

 

Jessica M. Brubaker

Associate Legal Counsel

Montana University System

2500 Broadway

Helena, MT 59601

406-444-0314

jbrubaker@montana.edu

 

 

 

 


To unsubscribe from the MACRAO list, click the following link:
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