20110428 ARMA Amarillo IT for Records Managers

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Jesse Wilkins, CRM Jesse Wilkins, CRM April 28, 2011 April 28, 2011

description

This presentation at the ARMA Amarillo Spring Seminar described the technology knowledge base records managers should cultivate in order to remain relevant.

Transcript of 20110428 ARMA Amarillo IT for Records Managers

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Jesse Wilkins, CRMJesse Wilkins, CRMApril 28, 2011April 28, 2011

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8:45 – 10:15 Introduction to IT for RecordsManagers

10:45 – 12:15 The RIM Technologist

12:15 – 1:00 Lunch

1:00 – 2:30 Inventorying Your Electronic Records

2:45 – 4:15 Accessing Your Electronic Records

in 5, 50, 500 Years

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Jesse Wilkins, CRMJesse Wilkins, CRMApril 28, 2011April 28, 2011

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Introduction Records-related Technology Concepts Emerging Technologies

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…was information. …then came the technology to produce

more information faster …then came the skills to manage

information …then came even better technology to

produce even more information …then management couldn’t keep up.

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A records manager without knowledge of technology is out on a limb.

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How to program in C++, Java, or Ruby on Rails

How to design a network How a RAID system works at the hardware

layer The difference between SOA, grid, and

cloud computing The nuances of CMIS or DoD 5015.2

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Creation and capture Distribution and Use Storage Access and retrieval Protection Preservation Retention and disposition

Technology supports each phase of the lifecycle – both physical and electronic records

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Computer applications: Office, Acrobat, AutoCAD

Scanned digital images Electronic forms Email Database records Fax

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Common applications Common file formats Their strengths and weaknesses The importance of standards The importance of open formats

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Email Instant messaging Text messaging/SMS Emerging communications platforms

◦ Fax over IP◦ Voice over IP◦ Twitter◦ Facebook Messaging

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Which systems are in use Whether the systems are being used to

conduct business Where messages are stored and/or

“archived” What metadata is available and how to get

at it

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Magnetic hard disk◦ Solid state disk storage

Optical Tape Enterprise storage Personal storage Microform

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Standardized vs. proprietary Operational needs (retrieval speed, etc.) What you’re using and where it is Proper storage conditions

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Metadata models Controlled vocabularies Enterprise/federated search Tagging

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Which classification tools are in use for a particular system

Limitations and considerations for the different tools

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Security Encryption Digital signatures Redaction

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Whether encryption/signatures are in use◦ What approaches are in use

How documents are redacted What the audit trail contains for a given

system Whether electronic records are protected

appropriately

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Media degradation Hardware obsolescence Format obsolescence System dependencies

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Your holdings Which holdings are more susceptible to

problems◦ Proprietary◦ Older/legacy

Where your systems are in their lifecycle Whether a migration plan exists and is

followed More on this at the end of the day

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Destruction of digital information◦ Media types and considerations

Transfer and accession◦ Media types◦ Formats

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Capacity and lifespan of media and reader Stage of technology

lifecycle How to securely destroy different types of

media Different types of transfer mechanisms

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Laptops, tablets, and smartphones Corporate Personal

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What types of devices are used to create and access corporate information

Whether devices are under control of the organization

Security considerations◦ Encryption◦ Location◦ Remote wiping

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Data stored in, and accessed from, the web

Lots of different flavors available Privacy and security concerns Jurisdictional issues

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Whether you are using it Whether it is public, private, or in-between What you have in it How you would produce information from

it in response to a request

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Data stored in, and accessed from, the web

Communications streams involving many actors◦ Inside and outside the organization

Commercial, hosted, some installed inside the firewall

Privacy and security concerns Jurisdictional issues

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Whether you are using it Whether it is directed to internal, external,

or both Whether it is commercial, hosted, or

enterprise What you have in it How you would produce information from

it in response to a request

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Jesse Wilkins, CRMDirector, Systems of EngagementAIIM

+1 (303) 574-0749 direct

[email protected]

http://www.twitter.com/jessewilkins

http://www.linkedin.com/in/jessewilkins

http://www.facebook.com/jessewilkins

http://www.slideshare.net/jessewilkins