Introduction
The programme “Using Artificial Intelligence Technologies in Archiving” develops professional practice in Records and Archives. It connects the subject with workplace challenges by examining existing evidence and practices and choosing methods appropriate to the organization and its available resources.
The learning progresses from recruitment, selection, and candidate experience to governance, accountability, and compliance management, with practical work on document, records, and digital preservation management, artificial intelligence applications and controls, information systems analysis, integration, and service management. Participants prepare outputs to support workplace application and review the quality and results of implementation.
Learning objectives
- Design a selection process based on job requirements and consistent assessment evidence in an application related to “Using Artificial Intelligence Technologies in Archiving”.
- Build a document life cycle controlling classification, permissions, retention, and retrieval.
- Design an AI use case with verification criteria and human review.
- Analyze information system requirements and design acceptance, integration, and operational criteria.
- Define decision-making authority, accountability mechanisms, and obligation monitoring.
Learning areas
1. Recruitment, Selection, and Candidate Experience
- Translate the job description into observable selection criteria, separating essential requirements from attributes that can be developed.
- Prepare a clear job advertisement and recruitment plan targeting appropriate sources, avoiding requirements unrelated to the work.
- Design a structured interview, behavioral and situational questions, and a standard template for recording evidence and evaluating answers.
- Select appropriate assessment tools and work samples, and review fairness, privacy, and permissions for accessing candidate data.
- Document the selection decision, its rationale, communication steps, and onboarding, and measure quality of hire and candidate experience after implementation. The application examines a case related to “Using Artificial Intelligence Technologies in Archiving”.
2. Document, Records, and Digital Preservation Management
- Inventory document and record types, owners, and reasons for retention, and distinguish operational copies from the authoritative record.
- Design classification, coding, metadata, and version control rules, with clear naming, indexing, and search criteria.
- Define viewing, editing, and approval permissions and usage tracking, and protect confidentiality and record integrity throughout circulation.
- Prepare a retention and disposal or permanent preservation transfer schedule after reviewing legal and regulatory requirements specific to each record type.
- Test retrieval, migration, backups, and file integrity verification, and set indicators for indexing accuracy and continuity of access.
3. Artificial Intelligence Applications and Controls
- Identify a task that AI can support, and separate inputs and human decisions from outputs produced by the tool.
- Prepare suitable test data and examples while respecting confidentiality, privacy, and permissions, and use de-identified training exercise data.
- Write clear instructions covering the task, context, constraints, and output format, and compare multiple formulations using a fixed set of examples.
- Check outputs for errors, bias, and unsupported information, and identify cases that require specialist review.
- Assess the feasibility of use in terms of quality, time, cost, and risk, and document controls for approval, monitoring, and stopping when failures occur.
4. Information Systems Analysis, Integration, and Service Management
- Analyze system users, processes, and the decisions it supports, translating needs into clear functional and nonfunctional requirements.
- Model data flows, entities, relationships, and interfaces, identifying each data item's source and the party responsible for its quality and updating.
- Compare build, buy, integration, and hosting alternatives according to constraints, security, total cost, and available support capabilities.
- Design test cases covering performance, permissions, usability, and integration, and connect each test to a testable acceptance criterion.
- Prepare a transition, operations, support, change management, and backup plan, defining indicators for service availability, fault resolution, and improvement review.
5. Governance, Accountability, and Compliance Management
- Map decision-making, oversight, and execution levels, and identify separation of roles and potential conflicts of interest.
- Review policies, committees, delegated authorities, and reporting frequency, and connect each responsibility to clear authority and limits.
- Create an obligations register specifying the source, scope, responsible party, and compliance evidence, and review applicable local requirements.
- Define disclosure, accountability, complaint handling, and misconduct reporting mechanisms, and protect information confidentiality during follow-up.
- Assess a practical governance case and prepare a gap remediation plan with review indicators and evidence of action closure.
Practical outputs
- A selection matrix, interview guide, and candidate scorecard.
- A classification plan, retention schedule, and document metadata template.
- A use case brief and a test template for the quality of AI outputs.
- A requirements document, data flow map, and testing and acceptance plan.
- An authority matrix, obligations register, and escalation and review mechanism.
Who should attend
- Practitioners, specialists and supervisors whose work relates to the programme subject.
- Managers and teams working in records and archives, according to their practical responsibilities.
- Professionals responsible for applying the outputs of “Using Artificial Intelligence Technologies in Archiving” within their organizations.
Prerequisites
- Working familiarity with the programme field and the ability to discuss a professional case or challenge.
- Confirm the suitability of your experience and any specialist prerequisites with the Union before participation.
Conclusion
The programme “Using Artificial Intelligence Technologies in Archiving” brings together concepts, case review and a practical application. Participants prepare steps that can be adapted to their responsibilities and organizational resources, with an indicator to follow application and review results after returning to work.
Participation arrangements and any special requests are specified in the confirmation issued by the Union.