Sheila Taylor’s latest chapter, “Records Retention Scheduling: Terminology and Concepts”, was published in the November 2020 supplement to Carswell’s Records and Information Management subscription-based service.

What’s the chapter about? It introduces records retention scheduling terminology and concepts, illustrates how records retention scheduling is records and information management best practice, highlights the benefits of records retention scheduling, and discusses records retention policy.

Where can I read the chapter? You can view the chapter in our Published Articles section of this site, or view/download it directly here. Our thanks to Carswell for providing permission for us to make this chapter available free of charge.

Stay tuned for more chapters on records retention scheduling: Sheila’s second chapter (to be published in 2021) will address records retention schedule development, including the research of legislated records retention and broader recordkeeping requirements. Her third (and final) chapter will address implementing and maintaining a records retention schedule.

This month Ergo Information Management Consulting celebrates its 20^th year in business.

We are proud to have assisted many clients over the years, providing unparalleled excellence in the delivery of product-independent records and information management (RIM) advisory services in Canada and internationally.

We would like to take this opportunity to acknowledge our clients, partners, employees and associates for their part in our success and to sincerely express our gratitude for their contributions in making Ergo a respected, leading name in Canada’s RIM community.  Thank you all!

Sheila Taylor
Partner and CEO

Gregg Astoorian and Sheila Taylor have authored a new chapter for the November, 2018 supplement to Carswell’s Records and Information Management subscription-based service, entitled “Blockchain and Recordkeeping”.

The chapter provides a technical overview of blockchain and how it works in applications such as BitCoin, an overview of how blockchain has evolved and where it is heading, its advantages and disadvantages, and an analysis of the recordkeeping implications of blockchain as it continues to evolve and find new applications.

Our thanks to Carswell for providing permission for us to make this chapter available free of charge.

You can view the chapter in our Published Articles section of this site, or view/download it directly here.

Join me on May 29th @ the ARMA Canada conference for an education session on ‘BYOD and RIM’.

This session will explore the benefits, risks, and RIM challenges of using employee-owned devices (e.g. smartphones, tablets, laptops, etc.) to connect to corporate networks or access corporate data and information.

Strategies and solutions for managing the RIM, security, and privacy challenges posed by those devices will also be presented.

To register for the conference, please visit http://www.armacanadaconference.org/index.php/registration-2

Paula Sutton, the ICRM’s Regent of Legislation and Appeals, and I will present this pre-con on May 28th at the ARMA Canada conference in Toronto.

Here’s the session description:

Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to enhance your professional credentials and experience as you consider or continue your career in this important discipline? With an unprecedented amount of change affecting the entire world of Records and Information Management, there is no better time to consider a formal professional certification in this space.

To register, visit http://www.armacanadaconference.org/index.php/registration-2

The ICRM will also have a booth @ the conference from Sunday night until Tuesday afternoon when the Exhibit Hall shuts down.  Drop by and see us to discuss all things ICRM.  Hope to see you there!

The April 2016 issue of Municipal World contains an article (pp 21-24) by Sheila Taylor entitled “Information Governance: An organizational approach to managing information”.  The article contains an overview of the cross-departmental aspects of information governance, with emphasis on its benefits, implementation and challenges in a municipal government environment.

Although the full article is not available online, it can be read in the print issue of the magazine.  Back issues can also be ordered for $7.95 CDN + shipping and taxes at www.municipalworld.com/magazine/article-index/

Sheila Taylor has authored a new chapter for the March, 2016 supplement to Carswell’s Records and Information Management subscription-based service, entitled “RIM Strategies for BYOD”.

The chapter provides an assessment of the current state of Bring Your Own Device, including the advantages and disadvantages of the trend to both employers and employees.  The second half of the chapter examines RIM implications in detail, both in terms of challenges that BYOD presents to the records manager, as well as advice on how to manage a BYOD implementation from a RIM perspective.

Our thanks to Carswell for providing permission for us to make this chapter available free of charge.

You can view the chapter in our Published Articles section of this site, or view/download it directly here.

Sheila Taylor has authored the most recent (Fall 2015) supplement to Carswell’s Records and Information Management subscription-based service, entitled “Social Media and Records and Information Management”.

The chapter provides an overview of the key social media channels relevant to most organizations and provides guidelines for the lifecycle management of social media records, including information governance and evidentiary/e-discovery implications.

Our thanks to Carswell for providing permission for us to make this chapter available free of charge.

You can view the chapter in our Published Articles section of this site, or view/download it directly here.