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New 2012 Report!
Electronic Records Management
Electronic Records Management Principles, Best
Practices, Standards & Implementation Issues
SharePoint 2010 Records Management
Taxonomies & Folksonomies
Moving to ’Green’ Records Management
A Management Guide
Charmaine Brooks, CRM
Robert F. Smallwood, MBA
Who we areE-Records Institute™ is a specialized consulting practice at IMERGE Consulting, which is North America's largest and most experienced team of experts in the fields of enterprise content management (ECM), e-records, and business process optimization. IMERGE is also a leading provider of research and education courses in records management, electronic document capture and e-discovery. IMERGE has offices in major cities including Boston, San Francisco, Toronto, Chicago, Houston, Los Angeles, Minneapolis, Seattle, New Orleans and Washington, DC. Our track record speaks for itself: We have completed more successful projects, published more articles and given more expert presentations than any other enterprise content management consulting firm in the world. Learn more about us at imergeconsult.com or contact an IMERGE professional today to discuss putting our expertise to work for you.
About the Authors
Charmaine Brooks, CRM, ERMp, ERMs, ERMmfocuses on records management consulting, with a specialty in electronic records. She has an extensive background in records management and administration. She gained a broad base of knowledge in digital content management integrated records management software solutions as the Manager of Administrative Services for Stellent, Inc., a major content management systems provider. Robert Smallwood, MBA, Master of Information Technology, Laureate of Information Technology is a founding Partner of IMERGE Consulting and has been recognized as one of the industry’s “25 Most Influential People” and “Top 3 Independent Consultants” by KM World magazine. Some of his past organizations include Bank of America, AT&T, Xerox and IBM. He has published more than 100 articles and given more than 50 conference presentations on document, records and content management. He is the author of the book, Taming the Email Tiger, the upcoming books Safeguard Critical E-Documents, and Managing Electronic Records, and several others.
The references provided in this book should not be considered as legal advice, and is only provided as a resource and starting reference point for further foundation to your own research. All cited references should be verified and updated with your own organization’s legal counsel and findings as applicable.
Table of Contents
Executive SummaryElectronic records management (ERM) is the management of electronic records AND the electronic management of non-electronic records. ERM improves search capabilities and speeds retrieval of e-records.
ERM business drivers
include compliance, information governance, litigation readiness,
business continuity, employee efficiency and effectiveness.
Gathering information about an organization’s records through a
records survey is the first step to classifying and updating the
Records Retention Schedule.
Social media and cloud computing use have skyrocketed over the past few years. This publication lays out current Best Practices for managing social media business records. NARA has made certain public sector recommendations cited herein.
The cloud computing market will be worth $55 billion-$148 billion by 2014, according to estimates. This publication covers and overview of Best Practices for managing records created by cloud computing.
A taxonomy is the standard vocabulary (using common terms to file items) an enterprise uses to describe its business information. Taxonomies should make information easier to find by standardizing search terms.
Document management controls the life cycle of documents in organizations — how they are created, reviewed, published, and consumed, and how they are ultimately disposed of.
SharePoint 2010 has greatly improved e-records, metadata management, taxonomy development and document management features over SharePoint 2007.
E-discovery, (or electronic data discovery, EDD) flew to the forefront of business and law with the 2006 amendments to the U.S. Federal Rules of Civil Procedure (FRCP). The revised FRCP cover the discovery procedures during civil litigation and records managers must take specific steps to ensure compliance and readiness. Business records must be defined and kept according to written records management policies and a retention schedule for varying types of records.
This Management Guide will assist senior managers, records managers, IT managers, compliance managers and others involved in electronic records and e-discovery implementations to make intelligent, informed decisions.
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