Managing Electronic Records: Methods, Best Practices, and Technologies
- 9h 36m
- Robert F. Smallwood
- John Wiley & Sons (US)
- 2013
Nearly all business records created today are electronic, and are increasing in number at breathtaking rates, yet most organizations do not have the policies and technologies in place to effectively organize, search, protect, preserve, and produce these records. Authored by an internationally recognized expert on e-records in collaboration with leading subject matter experts worldwide, this authoritative text addresses the widest range of in-depth e-records topics available in a single volume.
Using guidance from information governance (IG) principles, the book covers methods and best practices for everything from new e-records inventorying techniques and retention schedule development, to taxonomy design, business process improvement, managing vital records, and long term digital preservation. It goes further to include international standards and metadata considerations and then on to proven project planning, system procurement, and implementation methodologies. Managing Electronic Records is filled with current, critical information on e-records management methods, emerging best practices, and key technologies.
- Thoroughly introduces the fundamentals of electronic records management
- Explains the use of ARMA's Generally Accepted Recordkeeping Principles (GARP)
- Distills e-records best practices for email, social media, and cloud computing
- Reveals the latest techniques for e-records inventorying and retention scheduling
- Covers MS SharePoint governance planning for e-records including policy guidelines
- Demonstrates how to optimally apply business process improvement techniques
- Makes clear how to implement e-document security strategies and technologies
- Fully presents and discusses long term digital preservation strategies and standards
Managing e-records is a critical area, especially for those organizations faced with increasing regulatory compliance requirements, greater litigation demands, and tightened internal governance. Timely and relevant, Managing Electronic Records reveals step-by-step guidance for organizing, managing, protecting, and preserving electronic records.
About the Author
Robert F. Smallwood is a founding partner of IMERGE Consulting and heads up its E-Records Institute, a specialty consulting practice, as executive director. Mr. Smallwood has over 25 years of experience in the information technology industry focusing on e-document and e-records management, and has been recognized as one of the industry's "25 Most Influential People" and "Top 3 Independent Consultants" by KM World magazine. He was a chapter founder and president, and has served on the Executive Committee of the Board of Directors of AIIM International. Small-wood consults with Fortune 500 companies and governments to assist them in making technology decisions and implementations. Some of his past research and consulting clients include the World Bank, Johnson & Johnson, Apple, Miller-Coors, AT&T, the Supreme Court of Canada, Xerox, and IBM. He has published more than 100 articles and given more than 50 conference presentations on documents, records, and content management. He is the author of Safeguarding Critical E-Documents, Managing Social Media Business Records, Taming the Email Tiger, and several other books, including a novel, a theatrical play, and the first published personal account of Hurricane Katrina.
In this Book
-
E-Records Definitions, Business Drivers, and Benefits
-
Information Governance—The Crucial First Step
-
Generally Accepted Recordkeeping Principles
-
Managing E-Documents and Records
-
Inventorying E-Records
-
Taxonomy Development for E-Records
-
Developing Retention Schedules for E-Records
-
Managing Vital E-Records
-
ERM Link to Business Process Improvement
-
Workflow and Business Process Management Software
-
Managing E-Mail and IM Records
-
Managing E-Records in the Cloud
-
Managing Social Media Business Records
-
SharePoint Governance for E-Records and Documents
-
International E-Records Standards
-
Metadata Governance, Standards, and Strategies
-
Long-Term Digital Preservation
-
Storage and Hardware Considerations
-
E-Records Project Planning and Program Management Issues
-
Building the Business Case to Justify an ERM Program
-
Securing Executive Sponsorship
-
Procurement Governance: The Buying Process
-
Best Practices for Electronic Records Management
-
Glossary
