Introduction

This page provides instructions on how to use the Libraries' File Transfer Tool to package files and directories into a single transfer package.

Create a Transfer Package

Launch the File Transfer Tool.

Select a profile from the drop-down list. Dalhousie staff that are packaging University adminstrative records to be transferred to the Archives should select the “University Administrative Records” profile.

Complete the form.

Refer to the following table for guidance:

Field	Description

Field	Description
Transfer Package ID	The unique identifier of the transfer package. Usually a Records Disposition Authority (RDA) Number provided by the Records Management Office.
Contact Name	The name of the person who is responsible for producing this transfer package. Usually the person with signing authority or a designate.
Department / Unit	The name of the department or unit that produced this transfer package or is responsible for its contents.
Contact Telephone	The phone number of the person who is responsible for creating this transfer package.
Contact Email	The email address of the person who is responsible for creating this transfer package.
Records Creator	The name of the department or unit responsible for creating the records.
Records Classification	The name and unique identifier for the DalCLASS records series classification.
Start Date	Start date of the records included in this transfer package. YYYY-MM-DD format.
End Date	End date of the records included in this transfer package. YYYY-MM-DD format.
Records Description	Description of the records included in this transfer package.
Select Folder	Browse to the local folder that contains records to be transferred to the Archives.
Save Location	Select the location to save the transfer package. Default is Windows desktop.

Click on the “Create Transfer Package” button.

If the form is not complete, the error message will indicate which fields need to be filled in.

If the form is complete, the File Transfer Tool will create the transfer package and save it to the chosen Save Location.

Choose “Yes” to create another transfer package.”

Choose “No” to close the File Transfer Tool and open the Save Location in a new window.