Does anybody else question whether or not the lifecycle method of records
management is still useful for electronic records management?  Maybe we need
to consider the Australian records continuum model to improve our practices?

Paper records last for a long time, but file formats and media become
obsolete very quickly.  When do we migrate records?


David Kay



On Wed, May 19, 2010 at 5:44 PM, Peter Kurilecz <[log in to unmask]>wrote:

> On Wed, May 19, 2010 at 4:47 PM, John Phillips
> <[log in to unmask]>wrote:
>
> >
> > Last year I did a presentation at ARMA on the integration of software
> > systems to track both paper and electronic, and some software can do
> that,
> > but with widely differing capabilities for each media type. p-Recs and
> > e-Recs may be siblings but are never identical twins.
> >
> > Yup what one would call fraternal twins.
>
> Most organizations have a lot of well established p-Rec procedures and
> policies in place. The difficulty comes when that organization decides to
> purchase and implement an ERMS. Those procedures as John points out don't
> necessarily play well with the ERMS. The retention schedule needs to be
> reexamined and the retention periods deconstructed. For example a financial
> institution's retention schedule will have two records series
> Loan Files - Retain while loan is active
> Closed Loan files - Retain for 6 years
> In the e-Recs world I would create one record category/folder called Loans
> with an associated disposition of closed + 6 years
>
> Or a retention period that reads " retain for 10 years unless audited"
> in an ERMS the disposition going to be retain for 10 years. and if audited
> I'll create an audit hold.
> while a detailed file plan down to the nth level is great an ERMS really
> only needs down to the 4th or 5th level. People don't browse the file plan
> they use the search feature
>
> it takes time to move into an ERMS a lot of work and a lot of planning.
>
>
>
>
> --
> Peter Kurilecz CRM CA
> [log in to unmask]
> Richmond, Va
> http://twitter.com/RAINbyte
> http://tech.groups.yahoo.com/group/RAINbyte/
> Information not relevant for my reply has been deleted to reduce the
> electronic footprint and to save the sanity of digest subscribers
>
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