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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
admissibility

Snapchat-like applications coming to the office soon?

You’ve likely heard of Snapchat, the beloved app of teenagers (and others) for sending disappearing selfies.  And you’ve likely discounted this popular service (which sends approximately 400M photos/day) as appealing only to consumers. But wait . . . there’s evidence that the vendor community is already developing corporate equivalents of Snapchat’s disappearing functionality that may

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April 15, 2014 No Comments
electronic records

RIM and SharePoint: Some Resources

If you’re like me, you’ve probably read a lot of articles about SharePoint’s business benefits (e.g. collaboration, workflows, etc.) but rarely found articles that discuss the RIM implications of implementing this increasingly ubiquitous technology.  You’ve also probably searched in vain for RIM information in books about SharePoint.  And apart from some sessions at ARMA conferences

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April 1, 2014 No Comments
ARMA

Chucking Daisies

Chucking Daisies: Ten Rules for Taking Control of Your Organization’s Digital Debris (published by ARMA International in hard copy and PDF download) is a useful, inexpensive resource for educating IT, legal, risk and other professionals and line of business managers about fundamental R/IM principles and the imperative for any organization to effectively manage its ever-increasing volume of digital information. In just over 50 pages, the

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August 28, 2013 No Comments
communication

Metadata . . . Its Not Just for Records

Information management practitioners are familiar with metadata (or data about data) in the context of records.  It is one of many tools that can be used to identify and categorize information, thus making it easier and faster to find in the future.  Records metadata is a useful tool which doesn’t get a lot of attention. But metadata

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July 26, 2013 No Comments
electronic records

Observations from The Canadian Institute’s Forum on Records Retention & Electronic Information Management

It was my privilege to co-chair this forum on Records Retention & Electronic Information Management from May 28-29, 2013 with Susan Nickle of Wortzman Nickle Professional Corporation. The Canadian Institute assembled an excellent group of industry experts to explore records retention and diverse electronic information management topics such as cloud computing, outsourcing data storage and processing,

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June 3, 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
cloud

From Here to E-ternity

I can’t take credit for the title of this blog post because it comes from the title of a recent, thought-provoking article in TIME Magazine (US Edition, Feb. 11). In “From Here to E-ternity: What Happens to Your Virtual Things When You’re Gone?“, Katy Steinmetz discusses digital assets – things like e-books, photos and e-mails – that

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February 28, 2013 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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    • Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their information.

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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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