Electronic Records Archives (ERA)

Transferring Records eLearning Class

Purpose of Course:

To learn how to enter and transfer records schedules in the ERA environment.


This class is designed for those users who transfer records schedules in the ERA environment - People fulfilling ERA roles of Transfer Approving Official, Transferring Official - NARA, Transferring Official - Agency, Agency Approving Official, Transfer Staff, Records Processer, NARA Receiving Manager, NARA Accessioning Manager, and Electronic Transfer Staff.

*View ERA eLearning Intended Audience and Role Definitions for Federal Agencies for further Role clarification.

Method of Instruction:

Six Lessons composed of Overviews, Demonstrations, and Guided Practices appropriate.

  • Overview: gain knowledge about various ERA functions and basic navigation.
  • Demonstration: watch as a user enters information and performs specific records transfer tasks.
  • Guided Practice: ERA operation is simulated as the learner enters data for records transfer tasks without being prompted by the e-Learning.

Learning Outcomes:

  • Learn how to create a blank Records Transfer Request
  • Submit a Transfer Request to NARA
  • Prepare Files for Transfer Using the Packaging Tool (Agency)
  • Finalizing the creation of a Package (Agency)
  • Transferring electronic files into ERA via HTTPS
  • Learn how to transfer a shipment

Additional Resources:

Top of Page

Electronic Records Archives (ERA) >

The U.S. National Archives and Records Administration
1-86-NARA-NARA or 1-866-272-6272