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records disposition

New Paper – Records Retention Scheduling II: Retention Schedule Development

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Retention Schedule Development”, was published in the June 2021 supplement to Carswell’s Records and Information Management subscription-based service. This is the second of three chapters on Records Retention. What’s the chapter about? This chapter address records retention schedule development, including the research of legislated records retention and broader

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records disposition

New Paper – Records Retention Scheduling I: Terminology and Concepts

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

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blockchain

New Paper — Blockchain and Recordkeeping

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

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information governance

Information Governance — New Article in Municipal World

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.

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byod

New Paper — RIM Strategies for BYOD

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

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e-discovery

Social Media and RIM

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

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certification

UPDATE: RIM Professional Development White Paper

We substantially revised our RIM Professional Development in Canada: Records and Information Management Competencies, Positions, Education, and Certifications white paper which was originally published as a fall 2013 supplement to Carswell’s Records and Information Management service. In addition to updating URLs, publication titles, statistics, and fees if/as required, several sections of the white paper were significantly revised

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business processes

Sheila Taylor Quoted in Canadian Lawyer magazine

Sheila Taylor was one of several experts interviewed by Luis Millan for the cover story on Information Governance in the November/December 2014 issue of Canadian Lawyer magazine. Although the article focuses on information governance (IG) in law firms, the information and guidance provided are applicable to any organization struggling with operational or legal concerns regarding  information. The article provides

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certification

RIM Professional Development White Paper from Ergo

The Fall 2013 supplement to Carswell’s Records and Information Management is a comprehensive guide to RIM professional development in Canada, authored by Sheila Taylor.  For those who don’t subscribe to this publication, the chapter has been republished as a white paper and posted on the Ergo website in our new  “Published Articles” section. The white paper is

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CONDAR’s Southern Ontario Office is now Ergo Information Management Consulting

Beginning August 29, 2012, the Southern Ontario office of CONDAR Consulting Inc. began operating under the name of Ergo Information Management Consulting and no longer maintains a formal relationship with the Ottawa office of CONDAR. This change is part of an overall restructuring and rebranding effort which is meant to better communicate our core value and

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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    Case in Point

    That's A Lot of Records!
    Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
    Assess, Plan and Schedule
    Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
    Step by Step Success
    Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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