Sheila Taylor to teach at U of T’s iSchool

Sheila Taylor, MLIS, IGP, CRM has been appointed as a Sessional Lecturer at the University of Toronto’s iSchool (Faculty of Information) to teach the Managing Organizational Records I course in the winter 2015 term.  This is a required course for students in two concentrations of the iSchool’s Master of Information program: archives and records management, and knowledge management and information management.

The course description reads as follows: “An introduction to principles, conceptual issues, and practical problems of managing organizational records, both paper-based and electronic.  Reviews the legal, administrative, and technical environments that affect the creation, management and use of records.  Discusses standards and policies that relate to organizational records and examines functional requirements for record-keeping.  Identifies organizational and human factors that affect the creation and use of records.  Finally, the course acquaints students with the strategies, techniques and tactics for ensuring that electronic records are captured, preserved and usable over time.”

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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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