Module 6: Packaging Tool

1
Module 6Packaging Tool
2
Introduction

• At the conclusion of this module you will be able
  to
• Understand the transfer process
• Prepare a shipment of records using the Packaging
  Tool
• Finalize a shipment

3
Lesson Numbers

• Transfer Overview
• Preparing a Shipment Using the Packaging Tool
• Finalizing a Shipment

4
Module 6 Packaging Tool

• Lesson 1 Transfer Overview

5
Transfer Overview

• The ERA System
• Conducts transfer processing
• Records per TR TR is not closed, TR means that
  physical custody been accepted / Rejected by NARA
• Yes
• No, MSG to Transferring Official

• Transferring Official
• Send Records
• Electronic
• https
• SFTP
• Physical Media
• Packaged
• Unpackaged
• Non-Electronic
• Not in Inc 1

• Transferring Staff
• Resolve virus security quarantine issues

• Transferring Official
• Create TR Associate it with RSI submit
• Resubmit / Modify TR if rejected

• Transferring Staff
• Approved TR
• Transfer Target folder created (System)
• Reject TR
• Message sent to the Agency Transferring Official

• The ERA System
• Write records to managed storage
• Generate reports
• Virus Scan
• Security Scan
• Transfer Manifest Verification
• Data file ID
• Create Asset Catalog entries for each record

6
Transfer Overview
7
Transfer Overview
NARA
Agency

• Transferring Staff
• Approved TR
• Transfer Target folder created (System)
• Reject TR
• Message sent to the Agency Transferring Official

• Transferring Official
• Create TR Associate it with RSI submit
• Resubmit / Modify TR if rejected

8
Transfer Overview
9
Transfer Overview

• The ERA System
• Conducts transfer processing
• Records per TR TR is not closed, TR means that
  physical custody been accepted / Rejected by NARA
• Yes
• No, MSG to Transferring Official

• Transferring Official
• Send Records
• Electronic
• https
• SFTP
• Physical Media
• Packaged
• Unpackaged
• Non-Electronic
• Not in Inc 1

• Transferring Official
• Create TR Associate it with RSI submit
• Resubmit / Modify TR if rejected

• Transferring Staff
• Approved TR
• Transfer Target folder created (System)
• Reject TR
• Message sent to the Agency Transferring Official

10
Transfer Overview

• The ERA System
• Conducts transfer processing
• Records per TR TR is not closed, TR means that
  physical custody been accepted / Rejected by NARA
• Yes
• No, MSG to Transferring Official

• Transferring Official
• Send Records
• Electronic
• https
• SFTP
• Physical Media
• Packaged
• Unpackaged
• Non-Electronic
• Not in Inc 1

• Transferring Official
• Create TR Associate it with RSI submit
• Resubmit / Modify TR if rejected

• Transferring Staff
• Approved TR
• Transfer Target folder created (System)
• Reject TR
• Message sent to the Agency Transferring Official

• Transferring Staff
• Resolve virus security quarantine issues

11
Transfer Overview
12
Module 6 Packaging Tool

• Lesson 2 Prepare Records for Transfer Using the
  Packaging Tool

13
Transferring Official Workbench
14
Packaging Tool Menu
15
Main Screen
16
Contact Information
17
Container Size Limit
18
Search for Transfer Request to Associate
19
Search Results
20
Transfer Request Highlighted
21
Transfer Request Data
22
Data Files Tab Blank
23
File System Structure
24
Shipment Structure
25
Expanded File System Structure
26
Select a Folder
27
Folder Added
28
Added Folder Expanded
29
Select One File
30
File Added to Shipment
31
File for Associated Documentation
32
Right-Click Mouse
33
Move Completed
34
Remove Files From Shipment
35
Remove Menu
36
Remove Confirmation
37
Removal Successful
38
Save Dialog Box
39
Create New Folder
40
New Folder Selected
41
File Named
42
Save Confirmation
43
Module 6 Packaging Tool

• Lesson 3 Finalizing a Shipment

44
Packaging Tool Re-Opened
45
Shipment Menu Open
46
Open Dialog Box
47
ERA Shipments Open
48
PTF File Selected
49
Shipment Opened
50
Conclusion

• At the conclusion of this module you are able to
• Understand the transfer process
• Prepare a shipment of records using the Packaging
  Tool
• Finalize a shipment