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In the current digital environment, records and information management allows to face outstanding volumes of information, widespread dematerialization of business processes and the proliferation of legal and regulatory obligations. This book offers principles, standards, procedures and best practices for the creation of authoritative records and for long-term conservation purposes. - Combines scientific vision and a professional approach for authoritative and accurate Records and Information - Summarises the challenges and new needs caused by the digitization of BP and the proposed solutions offered by RIM - Details the paradox regarding Open Access and protection of personal data, archival consequences of digital production and access to Information
Unique guide to records management methodologies for Microsoft Office SharePoint Server 2007 There may be books available on how to develop solutions for Microsoft Office SharePoint Server 2007, but this is the first book to provide step-by-step guidance for designing and building records management solutions on the SharePoint platform. You'll learn the five core services of any records management system-confidentiality, information integrity, high availability, adherence to policy, and audit ability-then explore the tools and techniques needed to implement them in SharePoint. The book helps you understand official records in the context of day-to-day collaboration and regulatory compliance; you'll also learn how to design extensible Windows Workflow Foundation (WF) components with records management as the central focus. Reviews Office SharePoint Server and how it provides a solid foundation for managing official records using specially constructed web sites and custom components Discusses the "File Plan", which describes where each record is stored, how long it is kept, and the manner and conditions under which it is destroyed Shows you how to apply the powerful features of the SharePoint platform to convert collaborative documents into managed files in a record center site Addresses best practices for creating records repositories, developing file plans to identify official records, controlling the creation and distribution of records using custom content types and information policy components, and more The companion Web site includes downloadable code modules you can use as a starting point for building real-world records management solutions on the SharePoint platform If you're a programmer, software architect, business analyst, or IT professional working in SharePoint, you'll want this unique book on your shelf.
The global shift toward delivering services online requires organizations to evolve from using traditional paper files and storage to more modern electronic methods. There has however been very little information on just how to navigate this change-until now. Implementing Electronic Document and Record Management Systems explains how to efficiently
Records management has undergone significant change in recent years, owing to the introduction of freedom of information legislation as well as the development of e-government and e-business and the need to manage records effectively in both the private and public sector. There are very few purely practical texts for records managers and this book aims to fill that gap. The author has spent his entire career in public sector records management and has contributed to records management standards for governments around the world. The text is wholly practical and written at an accessible level. Although the author discusses legislation and examples from the UK, the book is relevant to public sector records management at an international level. It will be essential reading for professionals in record management posts as well as anyone who is responsible for record keeping as part of their operational duties.
One of the biggest challenges faced by any organization today is that of managing electronic records, a vital but complex undertaking involving multiple roles within the organization and strategies that are still evolving. Bringing together for the first time the views, experience and expertise of international experts in the records management field in the public and the private sectors, this book covers the theory and practice of managing electronic records as business and information assets. It focuses on the strategies, systems and procedures necessary to ensure that electronic records are appropriately created, captured, organized and retained over time to meet business and legal requirements. In addition to chapters covering principles, research and developments, there are case studies relating to practice and lessons learned. The chapters are written by a fully international line-up of contributors. Readership: This book explores issues and addresses solutions, not only for records professionals but also for information, IT and business administration specialists, who, as key stakeholders in managing electronic information, may have taken on crucial roles in managing electronic records in their organization. It will also be a key textbook for records management courses.
Records Management is the classic guide to alleviating a perennial business problem: how to find information that's needed and sort it out from the avalanche of paper and data that's not. This completely updated edition shows records managers like yourself - whether you're experienced or new to the field - how to establish and maintain a first-rate program. The volume explains what information is essential to keep, what's practical and legal to toss, and how to organize it all for quick and easy retrieval. It explores both current takes on traditional systems and the latest advancements in imaging technology and CD-ROM. Plus, the author shows you how to effectively protect your organization's vital records - its very lifeblood - from destruction. This new edition of Records Management even includes a crucial new chapter on developing your project management skills - a key to success on the job today. Records Management leads you through the entire process, beginning at the moment a record is created and ending with its ultimate destruction. It shows you how to sell your program to senior management, develop a records retention schedule, store and index records properly, manage your company's vast and diverse files, and much more.
Many organizations do not yet have a formal programme of records management, but increasingly they are recognizing the benefits of well managed records and the serious consequences of inadequate records systems. Establishing records management and maintaining an effective programme requires specialist expertise. This essential manual of practice provides a detailed guide to the concepts, skills and techniques of records management for organizational staff who have a responsibility for setting up, maintaining or restructuring a records management programme. It offers invaluable advice on the management of records in both electronic and traditional paper media, and focuses on the following areas: understanding records management analysing the context for records management classifying records and documenting their context creating and capturing records; managing appraisal, retention and disposition maintaining records and assuring their integrity providing access implementing records management. The appendices provide a wealth of additional information including a list of standards for records management, an annotated bibliography and sources of further information, and details of professional and advisory bodies. Readership: This much needed manual is an indispensable purchase for organizations wishing to introduce better practices for managing their records. The book is intended to be of value to experienced records managers as well as LIS practitioners and newcomers to the field. It should be on the desk of every manager and every information professional with responsibility for records management.
This book gathers together, in a new way, established and contemporary thinking about how to get the best out of information technology and information systems investments. Working managers who are beset by the complexities of information management in the age of Big Data and the Social Web, and students who are trying to make sense of information management in a chaotic world that is more and more driven by the Internet, will all benefit from this new treatment of a long-standing and problematic domain. Importantly, the book reveals and clarifies the dependencies that exist between the inner world of information technology and the outer world of people and organisations at work. The book differs from other books in its reflective approach. It avoids lengthy, descriptive, and prescriptive dogma. Rather, it provides tools for thinking about information management and it identifies strategic and tactical options at six levels: from the simple consideration of information technology and information systems, right through to issues of organisational performance and business strategy. At the heart of the matter are two critical and tightly connected issues: the ways that we conceive and manage an organisation’s processes, and the ways that we conceive and manage the information that an organisation needs to sustain those processes. The six-level framework that achieves this clarity is the “Information Management Body of Knowledge” (familiarly known as the “IMBOK”). This easy-to-understand and easy-to-remember framework has been found to be extremely useful in business, in government, in civil society and in education. Throughout the book, selected research papers are identified and summarised. There are also summary chapters from three different operational perspectives: performance and competency assessment using the IMBOK, undertaking research into related issues, and a review of parallel expert thinking. This book stands as a reference point and resource for all those who need to straddle the disparate worlds of “information technology” and “business”. It provides firm pedagogical foundations for courses dealing with business management in the information age, and it provides a sound reference framework for researchers who need to position research projects related to information technology and information systems in a wider context. For busy managers, who simply wish to identify, understand and successfully manage information technology-related opportunities, it provides an ideal arrangement of ideas and tools that will help them.
Many organizations are moving away from managing records and information in paper form to setting up electronic records management (ERM) systems. There is a range of reasons for this: economic considerations may be the driver for change, or government policy initiatives may be coming into play. Whatever the situation in your organization, this book provides straightforward, practical guidance on how to prepare for and enable ERM. It sets out and explains the issues organizations need to consider in selecting a system, and the procedures required for effective implementation. Help is also given with the complexities of managing hybrid records during an interim period between paper and electronic record management. The book is divided into three main parts covering the preparation for ERM, and its design and implementation. The key areas covered are: the underlying principles the context making a business case for ERM the main issues for design the information survey the file plan appraisal methodology preservation access the main issues for implementation project management procurement change management training the future of information management. Readership: This essential guide should be on the desk of any library and information professional, records manager, archivist or knowledge manager involved in planning and introducing an ERM system, whether in a public or private sector organization.
Examines a broad range of research and case studies that throws light on potential, social and human factors which determine the success of information technology.