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How to create a Records Library in SharePoint 2010

[ 0 ] May 31, 2010 |

Ok so here is another tip when working with the Records Centre and creating records libraries. A Records Library is a document library but with a Records Management slant. It is available in the Records Center site by default but won`t be available in any of the other site templates.

What does it do?

It is a document library but with the following configuration elements added:

  • Automatic Declaration Enabled: This document library setting, found in ‘Library Settings -> Record Declaration Settings ->Automatic Declaration’ ensures that any item that ends up in this library are declared as records
  • Source of Retention is Library and Folders: Normally for a document library the source of retention is the Content Type but for a Records Library this has been changed to Library and Folders.

How can it be enabled?

By default it is enabled when you create a Records Centre, but to enable it for other sites you need to enable the ‘In Place Records Management’ feature on the Site Collection as seen below:

In Place Records Management Site Collection Feature

After this is done you can now go back to your site and you will see a new list template with the name of ‘Records Library’ that you can create.

Records Library ready to go!

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Category: How To

About Michal Pisarek: Michal Pisarek is the founder of Dynamic Owl Consulting and a Microsoft SharePoint MVP. View author profile.

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