Hi All,

The organization I am working with uses Autonomy Records Manager to manage
only its physical record, boxes stored off-site and on-site. There hasn’t
been any standard around the quality of the metadata entered into the
system. Also, the retention schedules were developed at the record type
level – there are no groupings of records.

As a result, we are unable to:

 -identify records that are due for destruction

 -aggregate records belonging to specific collections/types



We would like to clean-up the metadata that are currently in the system. I
was asked what type of records management expertise is needed to assist
with this project. My initial thought is, it would be best to contract a
records professional who has experience managing physical records – we are
not looking for this person to configure the database but to develop
recommendations for clean up the old data.



We are updating the records inventory and developing a taxonomy – after the
metadata clean-up the system will be modified with the new taxonomy
structure and retention periods.



I would like to know:

1.        Whether anyone on this listserv has ever done a similar project  --
what was the approach

2.       About any learning

3.       Any other considerations



Kind Regards,





Sharon



Sharon A. Morris, CRM, AIIM ERMp, Six Sigma Greenbelt
Records & Content Management Consultant
Phone: 212-864-1365
Fax: 202-558-6781
www.infinity-consultingllc.com

Women Owned Business

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