Business Records Control, CYRT Update

by Fosegan,Joseph S.

• ISBN13: 9780538693400
• ISBN10: 0538693401
• Edition: 8th
• Format: Hardcover
• Copyright: 1999-12-06
• Publisher: Cengage Learning

Summary

This text is an excellent introduction to the increasingly comprehensive field of records management and acquaints the user with filing rules as well as changing trends.

Table of Contents

Preface	iii
Part 1 Introduction to Records Control
A Preview of Records Control	2	(14)
Introduction to Records Control	3	(4)
Organization of the Records Function	7	(2)
Records Careers	9	(4)
Summary	13	(3)
Part 2 Alphabetic Filing Procedures
Alphabetic Indexing and Card Filing	16	(21)
Alphabetic Indexing of Personal and Business Names	17	(3)
Rule 1: Order of Filing Units	20	(1)
Rule 2: Minor Words and Symbols in Business Names	21	(1)
Rule 3: Punctuation and Possessives	21	(1)
Rule 4: Single Letters and Abbreviations	22	(2)
Rule 5: Titles and Suffixes	24	(1)
Alphabetic Card Filing	25	(10)
Summary	35	(1)
Applications	36	(1)
Alphabetic Indexing of Personal Names
Alphbetic Indexing Special Names	37	(16)
Alphabetic Indexing Rules Concluded	38	(1)
Rule 6: Prefixes---Articles and Particles	38	(1)
Rule 7: Numbers in Business Names	39	(1)
Rule 8: Organizations and Institutions	40	(2)
Rule 9: Identical Names	42	(1)
Rule 10: Government Names	43	(4)
Subjects as Primary Titles	47	(2)
Summary	49	(1)
Applications	50	(3)
Job #2 Alphabetic Indexing of Personal, Business, and Government Names
Job #3 Comprehensive Card Filing Practice
Alphabetic Correspondence Filing	53	(21)
Defining the Alphabetic Correspondence File	54	(1)
Examining Correspondence Filing Equipment	55	(3)
Examining Correspondence Filing Supplies	58	(5)
Arranging Guides and Folders	63	(3)
Receiving and Filing Correspondence	66	(6)
Summary	72	(1)
Applications	73	(1)
Job #4 Alphabetic Correspondence Filing
Computer Database Rules and Procedures	74	(18)
Computer Databases	75	(4)
Alphabetic Indexing Rules and Databases	79	(1)
Rule 5: Titles and Suffixes	80	(1)
Rule 7: Numbers in Business Names	81	(1)
Rule 9: Identical Names	81	(1)
Computer Usage	82	(3)
Summary	85	(2)
Applications	87	(1)
Computer Applications	88	(4)
Job #5 Alphabetic Computer Database
Job #6 Computer Database Project
Job #7 Alphabetic Correspondence Computer Database
Part 3 Records Maintenance Procedures
File Maintenance and Control	92	(18)
Checklist for Good File Maintenance	93	(1)
Manual Charge-Out and Follow-Up of Records	94	(11)
Electronic Charge-Out and Follow-Up of Records	105	(2)
Summary	107	(3)
Job #8 Requisition and Charge-Out Procedures
Retention, Transfer, and Disposition Procedures	110	(17)
Records Retention	111	(6)
Records Transfer	117	(6)
Summary	123	(2)
Applications	125	(1)
Computer Applications	126	(1)
Job #9 Transfer Procedures
Use of Color in Filing Systems	127	(21)
Why Color Is Used in Filing Systems	128	(1)
How Color Is Used in Filing Systems	128	(1)
Color-Coded Filing Systems	129	(14)
Summary	143	(2)
Applications	145	(3)
Part 4 Other Filing Methods
Numeric Filing	148	(19)
Need for Numeric Filing	149	(2)
Consecutive Numbering Method	151	(8)
Terminal-Digit and Middle-Digit Numbering Methods	159	(3)
Chronologic Filing	162	(1)
Summary	163	(2)
Applications	165	(1)
Computer Applications	166	(1)
Job #10 Numeric Filing
Geographic Filing	167	(23)
Need for Geographic Filing	168	(1)
Geographic Filing Methods	168	(9)
Geographic File Indexes	177	(2)
Geographic Filing Procedures	179	(4)
Expansion of the Geographic File	183	(1)
Advantages and Disadvantages of Geographic Filing	184	(1)
Summary	185	(1)
Applications	186	(2)
Computer Applications	188	(2)
Job #11 Geographic Filing
Subject Filing	190	(18)
Need for Subject Filing	191	(5)
Subject Filing Procedures	196	(3)
Subject Codes	199	(1)
Advantages and Disadvantages of Subject Filing	200	(1)
Summary	201	(2)
Applications	203	(2)
Computer Applications	205	(3)
Job #12 Subject Filing
Part 5 Records Storage and Control Procedures
Paper Records Storage Supplies and Equipment	208	(22)
Selecting Storage Supplies and Equipment	209	(2)
Storing Correspondence	211	(13)
Storing Other Records	224	(4)
Summary	228	(1)
Applications	229	(1)
Job #13 Computer Sorting by Number, Geographic Location, and Subject
Electronic and Image Records	230	(19)
Electronic Records	231	(2)
Microimage Records	233	(9)
Optical Technology	242	(4)
Summary	246	(2)
Applications	248	(1)
Job #14 Data Entry Screen Design
Records Control and Disaster Prevention	249	(11)
Records Control Planning	250	(1)
Records Management Manual	250	(4)
Disaster Planning, Prevention, and Recovery	254	(5)
Summary	259	(1)
Computer Applications	260	(9)
Answers to Reviews	269	(5)
Index	274