We call that a filing system.

Sent from my iPhone

On Aug 31, 2011, at 7:05 PM, Dwight WALLIS <[log in to unmask]> wrote:

> Steve Bailey is cited as follows: "He argued that we need  new email
> management policies and that we should listen to users.   Not talk *to* them
> or worse yet tell them what to do.  But to understand how people use their
> email accounts, then build reasonable management controls that will not be
> evaded around those practices."
> 
> Regarding email and other desktop systems where the individual is the
> primary records custodian: Rather than imposing enterprise taxonomies on
> such systems for purposes of compliance, I wonder if a better approach would
> be to train individuals to better tag/name their own information in a way
> that makes sense to them, and helps them do their jobs.
> 
> A simplified classification approach would still apply: to paraphrase
> Meadke, Robek and Brown, tags/names should be "logical, standardized,
> practical, simple, functional, retention  conscious, mutually exclusive, and
> flexible". With some modification, these are basic trainable concepts that
> can have meaning and use to individual users.
> 
> Our own surveys and experience indicate user frustration with organizing the
> information they maintain. As technologies proliferate, individuals are
> increasingly becoming responsible for their own compliance with organization
> requirements. Perhaps they should become responsible for their own
> "classification" as well. Presumably, a self developed classification would
> have a better chance for compliance than one imposed externally, if that
> compliance is the responsibility of the individual user. It doesn't have to
> be hierarchical, it could use existing folder/tagging/naming technologies,
> it doesn't even have to be particularly consistent - it just needs to help
> the user do their job better.
> 
> To my knowledge, this type of training - "what to call stuff" - is not
> widely done, as the skill is assumed. Most naming convention guidelines I've
> seen focus more on structure, less on content. Most classification training
> I've seen is focused on shared or enterprise systems. What if we trained the
> same concepts, simplified, at the individual level?
> 
> -- 
> Dwight Wallis, CRM
> Multnomah County Records Management Program
> 1620 SE 190th Avenue
> Portland, OR 97233
> ph: (503)988-3741
> fax: (503)988-3754
> [log in to unmask]
> 
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