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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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November 10, 2015 No Comments
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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November 19, 2014 No Comments
admissibility

Alberta Court Validates the CGSB Documentary Evidence Standards

The Canadian General Standards Board (CGSB) standards for documentary evidence (Electronic Records as Documentary Evidence (CAN/CGSB 72.34-2005) and Microfilm and Electronic Images as Documentary Evidence (CAN/CGSB 72.11-93) were recently used to establish the admissibility of records in a case before the Provincial Court of Alberta.  The judge’s ruling (R. v. Oler, 2014 ABPC 130) concerns a drunk driving

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October 1, 2014 4 Comments
admissibility

Testifying in court as a RIM expert witness: An interview with Uta Fox, CRM

If you’re like me, you’ve likely read articles by or heard conference presentations from Records Managers in the US who have testified in court regarding their organizations’ RIM practices.  To the best of my knowledge, Uta Fox, CRM – the Manager, Records and Information @ the Calgary Police Service – is the first Records Manager to testify as an

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October 1, 2014 No Comments
communication

Organizational Data + An Internet Connection = A Recipe for Disaster

For many years, most organizations have had policies governing employees’ use of e-mail (e.g. no political solicitations, no profanity, etc.) and the Internet (e.g. don’t download or share information that’s offensive, illegal, discriminatory, etc.). And many organizations are in the process of implementing policies to guide employees on what organizational information/data can (and cannot) be

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April 4, 2014 No Comments
e-discovery

Information Governance and e-Discovery — September 19, 2013 — Toronto

AIIM First Canadian Chapter will be hosting a multi-disciplinary panel consisting of myself, Susan Nickle and Chuck Rothman, providing a records management, legal, and technological perspective on the following topics: Canadian requirements for the admissibility of electronic evidence e-Discovery primer and best practices: what records management and IT professionals need to know Information governance best practices to

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July 10, 2013 No Comments
disaster recovery

Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies. 

In addition to co-chairing duties, I will be presenting on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am).

 Mention my name when you register and you will receive an additional $200 discount.

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May 24, 2013 No Comments
e-discovery

Managing GPS Data as a Record

Many organizations such as municipalities, utilities, construction firms, mining and resource companies, waste management contractors, and transportation and logistics companies have fleets of vehicles and large mobile workforces.  If you are an IM manager in one of these organizations, do you manage global positioning system (GPS) data as records? Recently the CBC reported that 31 public

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April 5, 2013 No Comments
business processes

Two Solitudes: The Next Step in BYOD

Some people say that the current BYOD (Bring Your Own Device) trend got its start in 2009 when it was widely reported that newly elected US President Barrack Obama refused to give up his Blackberry in favour of the phone supplied by the secret service. He wound up keeping both phones, but I wonder if

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March 26, 2013 No Comments
admissibility

Privacy rights in the workplace

If you’re like me, you’ve read many e-mail and other records management policies stating that an employee should not expect any privacy when using a workplace computer (i.e. a computer owned by his/her employer). Many organizations are likely revising their policies to prohibit the personal use of workplace computers as a result of a recent Supreme Court of Canada decision

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December 21, 2012 No Comments

  • 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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