I recently rolled out a functional classification scheme for our company
and after a fair bit of reading on the "bucket" idea, it is my
understanding that the buckets are merely a way to group a number of
classifications which are similar in some way. The advantage there is to
simplify the scheme for the end-user and also for adaptation to an EDMS
down the road.

Joy Groves MSc
Supervisor Records Management
Daylight Energy Ltd.
Ste 2100, 144-4th Ave SW
Calgary, AB T2P 3N4
(403)232-4231
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of McLallen, David
Sent: Thursday, January 24, 2008 2:23 PM
To: [log in to unmask]
Subject: [RM] Departmental vs. big bucket vs. Functional vs. going
looney tunes

Since other people were re-introing here last week, and since I post so
seldom, I'll do a quick re-intro before I get to the substance of my
e-mail.

I have been in one area or another of RIM since 1978, having started as
a microfilm camera operator (planetary, rotary and step & repeat) at the
University of Northern Colorado.  For the past 21 years, I have been in
the Records Management office for the Boulder Colorado county
government.  For all intents, I *am* the Records Management office - my
supervisor is technically my back-up, but she has lots of other areas
that take most of her time, so I'm pretty much on my own.  I am part of
a group called "Content Management Systems" which includes GIS, Web, ECM
and me.  While I am peripherally involved with the ECM side, mostly I
deal with paper.  Our records storage has been outsourced, so my main
function is basically as a go-between - getting new files transferred to
the vendor, retrieving files, controlling purging and shredding, etc.

So, to my question:  Lately, we've discussed "big bucket" retention
schedules and we've discussed "functional" retention schedules.  Are
they the same thing?  If not, what is the difference?  I've seen "big
bucket" also referred to as "flexible" and "aggregate", but is it also
"functional" (name-wise, that is.)  It seems that we have twenty
different names for two or three different types of retention schedules.
Anybody got enough of a handle that they can define what is who? 

Doing this for 30 years and still tearing my hair out...
David R. McLallen 
Information Technology/Records Management 
P.O. Box 471 
Boulder CO 80306 
303-413-7788 
Fax: 303-441-3983 
[log in to unmask] 



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