Records Management in a Changing Environment – University of Toronto – February 6, 2015

I will be teaching this course as part of University of Toronto’s Certificate in Records Management Practice.  Note that this course and the certificate is identical to previous years, but instead of being offered by the U of T iSchool Institute, it is now part of the School of Continuing Studies.  More information regarding this change can be found in this blog post.

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The practice of records management is constantly evolving in response to changes in information technology, business practices, legislation, and economic and social factors. In order to play an integral role in managing those changes, Records Managers must understand how the external environment influences and even forces changes in the way information is managed. This course, offered in partnership with the Faculty of Information, examines several changes that are impacting records management as organizations rapidly move to a digitized world.

  • Discuss the records management implications of Web 2.0 technologies (e.g. blogs, social networking, etc.)
  • Describe the differences between e-mail management and e-mail archiving, and the pros and cons of each approach
  • Explain how a Records Management Program can assist an organization to identify sources of electronic evidence and produce that evidence when required during electronic discovery (e-discovery)
  • Discuss the importance of digital preservation for ensuring information of continuing value remains accessible and usable for as long as necessary


The official course description is here, and includes links for online registration.


Feb 06, 2015


9:00 am - 4:00 pm



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University of Toronto St. George Campus
Specific classroom location TBD


University of Toronto School of Continuing Studies
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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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