Good RIM practices: A key ingredient for e-discovery

Records and information management (RIM) professionals know the many benefits of good RIM practices.  They also know that benefits such as fast, efficient information retrieval and the on-time and secure disposition of valueless records are particularly important for organizations preparing for civil litigation. The importance of good RIM practices to successful electronic discovery (e-discovery) in civil litigation is reinforced

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“Received. Thanks, Mike” – 3 simple words with big consequences

Most Canadian records and information management (RIM) professionals have heard about the Zubulake v. UBS Warburg litigation presided over by Judge Shira Scheindlin in the United States District Court for the Southern District of New York.  But what you may not know is how a simple e-mail that would typically be considered a transitory record (or perhaps a non-record) provided a key piece of evidence for establishing the timeline critical to Ms. Zubulake’s victory.

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The Admissibility of Electronic Records in Canada – November 22 – Charlottetown, PEI

On November 22nd, the ARMA Prince Edward Island Chapter (ARMA PEI) will hold an education seminar on records as evidence and e-discovery. In the morning, I will present on the admissibility of electronic records in Canada.  This session will review the provisions for using electronic records in Canada and PEI, Canadian requirements for the admissibility of electronic records as

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Self Destructing Email

What will they think of next? Self destructing e-mail

For the past few years, technology gurus have been developing software to allow an e-mail message to vanish or become unreadable after a certain length of time or upon the sender’s request.  There are two types of self destructing e-mail software. The first type is retractable e-mail such as the Gmail Labs (the testing ground for Gmail features) “undo

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Text Messages as Evidence

Yes, text messages can be evidence

Bloomberg Businessweek reports that a former BP engineer, Kurt Mix, was charged with two counts of obstruction of justice for intentionally destroying evidence requested by US authorities about the size of the 2010 Gulf of Mexico oil spill resulting from the explosion of the Deepwater Horizon drilling rig. According to a New York Times News Service story, Mr. Mix allegedly deleted

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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.