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 List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message. mailto:[log in to unmask]