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Records Management Program <[log in to unmask]>
Subject:
From:
Glenn Sanders <[log in to unmask]>
Date:
Tue, 7 Mar 2006 09:50:32 +1100
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Records Management Program <[log in to unmask]>
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For users with a few clues, we've had good success with moving all the 
legacy documents in bulk, folder structure and all, into a folder in the 
new system called 'archive' or 'old stuff' or similar, and locking off the 
shared drives. Then we tell the users that whenever they retrieve a 
document from the 'old stuff' folder they must not save it back there 
again, but must move it to the correct location. 

At some future time (eg 6 months) you sit down with the user and have a 
good look at what is left in the 'old stuff' folder. You can probably 
delete a lot of it, archive off most of the rest, and manually drag the 
residue to the correct locations.

This assumes of course that your new system allows you to do bulk loads, 
and you don't mind having an additional folder in the new system for each 
user called 'old stuff'. Or whatever.
 
We've used this successfully even without an EDMS to migrate people onto 
shared drives, or onto a new folder structure on shared drives. It's a 
good way of isolating the 'old stuff' which is needed, without wasting 
effort migrating stuff that will never be used.

Cheers

Glenn

Glenn Sanders MRMA
[log in to unmask]
[log in to unmask]
Australia

These views are mine alone. They may or may not be those of any
previous or present employers or clients. I don't know. If I'd asked
and they'd agreed, I would have signed it "Harry Peck & Co and
Glenn". Or whatever. But I haven't, so I didn't.



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