Managing Electronic Records in RM Systems: Course Description

Massive amounts of electronic data, documents and records are being created and stored every day pose a huge challenge to any organization, whether a multi-national company, a growing small business or a government agency. Recent events involving large and well-recognized companies that have experienced a lack of knowledge about corporate events, such as the BP Oil Spill, in many ways points to the need to have ready and organized access to electronic information so that emergencies can be responded to and authorities can be answered to.

This is just one example that has brought a heightened awareness of the need to follow systematic policies as part of a comprehensive records and information program within any organization.

Whether you have yet to implement a document retention and management program that incorporates electronic records, or if you need to update an existing plan, you cannot afford to miss this workshop. Areas that will be covered include identifying the participants: who should be involved in an electronic record program, how can the program be created and maintained, Creating a system that permits a complete and rapid response to government requests for documents and developing criteria for evaluating e-records technology support alternatives

Topics shall include:

• Introduction to Electronic Records
  • What Are Electronic Records?
  • The Technological Framework for Electronic Records Management
  • Legal and Organizational Environments
• The Role of Standards and Guidelines
  • International Standards for the Management of Electronic Records
    • MoReq
    • ISO Standards
• The Importance of Metadata
• Records and Information Governance
  • Developing Records Policies
  • Developing Procedures and Accountabilities
• Developing a Business Case for Improved Electronic Records Management
• Planning an Electronic Records Management Project
  • Conducting the Electronic Records Survey
  • What Does it Mean to "Manage" Electronic Records
  • Developing Classification Schemes
  • Appraising and Disposing of Electronic Records
  • Developing Access Policies in an Electronic Environment
• Key Technical Terms and Definitions
• Selecting and Implementing ERM Software Systems
  • In-sourced Versus Out-sourced
  • Features and Functions
  • Today's Electronic Records Management Software Market
  • And What About That Paper????
• Marketing the Electronic Records Management Program
• Managing Organizational Change
• Understanding Key Concepts in Digital Preservation
  • Basic Digital Preservation Practices
  • Preserving Electronic Records in a Trusted Digital Repository
• What's on the Horizon and How Your Organization Can Be Prepared for Change

Managing Electronic Records in RM Systems: Objectives

At the end of this workshop attendees will be able to:

• Understand the difference between records and non-records in an electronic information environment.
• Understand and develop an Information Governance Model that will support the management of Electronic Records.
• Understand the role Metadata plays in the management of Electronic Records.
• Create a Records and Information Management policy that incorporates the use of Electronic Records.
• Create Retention Plans that Support Electronic Records
• Identify the criteria that need to be used for evaluating tools to help support the electronic records management process.
• Understand Digital Preservation and Practices Needed to Support It.

Managing Electronic Records in RM Systems: Course Format

This is a workshop format with presentations, interactive discussion and exercises, along with case studies.

Managing Electronic Records in RM Systems: Audience

• Information Management Professionals
• Chief Information Officers
• Legal Staff, Regulatory Staff
• IT & Technical Staff
• Records Managers
• Business Managers
• Consultants, Service Providers
• Implementation Teams
• Information Architects, Archivists
• Administrative Staff