Transfer Records to Patterson Pope

Establish an Account

If you have a current account with Patterson Pope, move to Become an URMA User.

If you do not have an account, visit the Storage Account Creation page to request one and then wait for confirmation.

Become an URMA User

If your boxes are entered into the University Records Management Application (URMA), move to Request Pickup.

You must enter boxes into URMA before you can transfer them to Patterson Pope.

URMA access requires the following:

1. Taking Records & Information Management Basics on-demand course.
2. Obtaining supervisor authorization.
3. Attending an URMA hands-on session scheduled by RIM.

Request Pickup

Locate the records you wish to transfer on the Records tab. 

• Note: search all boxes assigned to your Organization(s) by putting the cursor in any Quick Search field and hitting Enter.

Click the checkbox on the left for each box you wish to transfer to Patterson Pope.

Click Request Pickup

Click Locations tab

In Location/Server Name field, type Patt

Click Search button below.

Click the button next to “Patterson Pope” in the results display

Add comments, if needed to the Comments text box.

Click Apply All.

Click Request Pickup.                                        

The Request Results screen will appear noting the number of requests and whether they were successful.  Click OK.

Next Steps

URMA will generate a notification to Records & Information Management (RIM). A staff member will contact you to confirm your request.

RIM will send your barcodes through messenger mail with instructions for affixing them. A list of barcode numbers will accompany the instructions. Affix the correct Patterson Pope barcode with the associated URMA box number on the list.

Contact RIM once your labels and barcodes have been affixed. RIM will contact Patterson Pope, who will then contact the requestor directly to set-up a pick-up date/time.

Email RIM to confirm that the boxes were picked up.