Barry
I agree, in fact your own legislative research may be best because you will 
have notes on file regarding the reasons for decisions. You should work with 
whatever legal help is available and use their reference material. Research 
legislation directly, not with software. Much is on the web now. Other 
research will include interviews on how and why the information is used, why 
it might be a record and provision of guidelines on what to do if it is not 
a record; probably a policy should support the retention research, and 
possibly the policy comes first, but not necessarily. Please do include 
electronic formats, email and organizational drives, at least in principle. 
The research will need to realize that duplication is a reality for 
electronic information so don't even try to manage copies the same way as 
paper documents. If a refresh of an existing schedule look for discontinued 
activities, new acquisitions, and re-read the legislation references for 
revisions.
Fern Phillips, CRM
Canada

--------------------------------------------------
>
> I would appreciate the group's opinion on retention research as I
> prepare a Pros and Cons statement for my management.

>
> I understand no one resource should be the basis for our retention
> decisions.  What I'd like to argue is that my current team with the
> right retention research software can provide the same authentic and
> reliable results as an external contracted resource doing a refresh of
> an existing schedule.
> 

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