We are in the process of rolling out our new EDMS (we chose Hummingbird), and some issues regarding retention of versions have come up. Just wanted to see if anyone has had a similar issue, and how you handled it. Our EDMS has a DM and an RM component. We set retention at the folder level, and the process is automated. For example, Document X is to be retained for 3 years from the date of creation. Because the DM and RM components are connected, the system assigns the documetn retention period based on the retention schedule in the RM component. So in the case of Document X, when the three years is up, a notice is sent to the records manager. Our issue is that it is not uncommon for us to have multiple versions of a document. If the document is revised, for example, it would be versioned on top of the original document as version 2. Here are my questions: --Does the 3 year retention period start over when version 2 is created? --Do version 1 and version 2 have separate retention periods, meaning should versions 1 and 2 be removed from the EDMS 3 years from their respective creation dates? Hummingbird does not allow you to delete versions of documents, so that would be an issue. I would appreciate any suggestions! Lauren Nathanson Records Analyst ERCOT Taylor, Texas List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance