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- Description
- Table of Contents
- About the author
- Reviews
Benefiting LIS students and professionals alike, Franks presents complete coverage of the records and information lifecycle model. Encompassing paper, electronic (databases, office suites, email), and new media records (blogs, wikis), as well as records residing in "the cloud" (software as a service), the text addresses a full range of topics, including
- The origins and development of records and information
- The discipline of information governance
- Creation/capture, classification, and file plan development
- Retention strategies
- Access, storage, and retrieval
- Electronic records and electronic records management systems
- Emerging technologies such as web records, social media, and mobile devices
- Vital records, disaster preparedness and recovery, and business continuity
- Monitoring, auditing, and risk management
- Inactive records management, archives, and long-term preservation
- Education and training
- Developing a strategic records management plan
List of IllustrationsIntroduction
Chapter 1: The Origins and Development of Records and InformationManagementIntroductionRecords and Recordkeeping in SocietyRecordkeeping in the United States in the Twentieth CenturyInformation Technology, Records, and the Information AgeWeb 2.0, Social Media, and SocietySummary
Perspective: Realigning the Records Management Covenantby Steve Bailey
Notes
Chapter 2: Records and Information Management: The Foundation for Information Governance
IntroductionInformation GovernanceRecords Management as a Professional Management DisciplineRecords and Information Management Lifecycle Records Management Program Elements, Functions, and ActivitiesStandards, Laws, Regulations, and the Legal EnvironmentSummary
Paradigm: The US Nuclear Power Industry Mitigates Risk in the Use of Electronic Formats to Meet Quality Assurance Record Retention Requirementsby Eugene Yang
Notes
Chapter 3: Records and Information Creation/Capture, Classification, and File Plan Development
IntroductionRecords and Information Creation and CaptureControlled Language and Records ClassificationBusiness Classification Schemes Indexing, Content Analysis, and File Plan DevelopmentRecords Management MetadataSummary
Paradigm: The Vermont Functional Classification System (VCLAS)by Tanya Marshall
Notes
Chapter 4: Records Retention Strategies: Inventory, Appraisal, Retention, and Disposition
IntroductionRecords InventoryRecords AppraisalLegal and Regulatory ComplianceDeveloping a Records Retention and Disposition ScheduleSummary
Paradigm: Implementing Records Retention in an ERP System: Records Retention, Appraisal, and Dispositionby Nancy Kunde
Notes
Chapter 5: Records and Information Access, Storage, and Retrieval
IntroductionBusiness Process Mapping and Workflow ProcessesAccess ControlsActive Storage SystemsSearch and Retrieval Process Metadata and Metadata StandardsSummary
Paradigm: New Business Intake—Law Firm Environmentby Deborah Rifenbark
Notes
Chapter 6: Electronic Records and Electronic Records Management Systems
IntroductionElectronic RecordsEnterprise Information Systems Content Management Systems Enterprise Content Management SystemsElectronic Records Management Electronic Records Management SystemsElectronic Records Management Systems GuidanceData and System MigrationRecords Management in the CloudsPlanning and Managing an Electronic Records Management ProgramSummary
Paradigm: Records Management in the Cloudby Mary Beth Herkert
Notes
Chapter 7: Emerging Technologies and Records Management
IntroductionDiffusion of Innovation and Trend Spotting Identifying, Capturing, and Scheduling Web RecordsSocial Media and Records Management Managing Mobile Devices Integration into the Electronic Records Management System Summary
Paradigm: Discovering the South Land—Employing Emerging Technologies, Motivating Staff, and Measuring Success,by Christian van der Ven
Notes
Chapter 8: Vital Records, Disaster Preparedness and Recovery, and Business Continuity
IntroductionBusiness Resumption StrategiesVital Records ProgramDisaster Preparedness and Recovery PlanningBusiness Continuity Planning Summary
Paradigm: Archdiocese of New Orleans Rebuilds Archives after Hurricane Katrina, by Emilie Gagnet Leumas
Notes
Chapter 9: Monitoring, Auditing, and Risk Management
IntroductionMonitoring the Management of RecordsAuditing the Records Management ProgramRisk ManagementSummary
Paradigm: Creating Defensible Records Retention Programs,by Fred V. Diers
Notes
Chapter 10: Inactive Records Management, Archives, and Long-Term Preservation
IntroductionInactive Records and Records CentersArchives ManagementLong-Term PreservationDigital Curation and PreservationSummary
Paradigm: Chaos to Control—A Continuing Journeyby Barb Ricci and Jeffrey W. Cox
Notes
Chapter 11: Records Management Education and Training
IntroductionPreparation for Records Management ProfessionalsRecords Management Training ProgramsSummary
Paradigm: Digital Education for a Digital World—The Digital Curriculum Laboratory at Simmons Collegeby Ross Harvey
Notes
Chapter 12: From Records Management to Information Governance, An Evolution
IntroductionDeveloping a Records Management Program Implementing an Information Governance StrategySummary
Perspective: Information Governance Program Developmentby Diane K. Carlisle
Appendix: A Sampling of Records Management Laws and Regulations outside of the United StatesGlossaryBibliographyIndex
Patricia C. Franks
Patricia C. Franks, PhD, CA, CRM, IGP, FAI, is professor in the School of Information at San José State University, where she serves as coordinator of the Master of Archives and Records Administration (MARA) degree program. She develops and teaches courses related to archives, records management, digital preservation, and information governance. She is an active member of ARMA International and was inducted into the ARMA Company of Fellows in 2014 for her many contributions, which included serving as Consensus Group Leader for the ANSI/ARMA standard Implications of Web-Based Collaborative Technologies. Dr. Franks has written and presented widely on the topics of social media, cloud computing, knowledge management, digital preservation and information governance. She was co-editor of the Encyclopedia of Archival Science published in 2015. Her current projects include editing the International Directory of National Archives to be published 2018 and co-editing the Encyclopedia of Archival Writers (1500– 2015) to be released in 2019.
"On the strength of its currency and coverage alone, Franks' book is poised to take over as the recommended go-to reference for both students and RIM professionals for many years to come ... an up-to-date, coherent, readable, and highly informative text that all RIM/ IG professionals should keep close at hand for ongoing reference."
— Information Management
"Does a fine job assembling a seminal text on core records administration topics ... I encourage anyone participating in the archives and records management field today or considering entering an Archives & Records Administration program to acquire this volume."
— Technicalities
"The handbook is well constructed and organized with a good balance of theory and practical examples … It is comprehensive and is easy to understand. This work is highly recommended to all those with an interest in recordkeeping and information management today."
— Australian Academic & Research Libraries
"Presents broadly the state of the profession of records management in its full breadth and depth, leaving no topic unaddressed … rich yet compact."
— Catholic Library World
"Provides enough general information for a student to determine if the RIM field is appealing. It also provides a set of examples illustrating key concepts that could be used by a professor teaching a class on this topic. Information professionals working outside this field will learn a great deal of useful jargon, gain an understanding of the planning and processes needed in an effective RIM program, and develop a long list of questions they will need to answer in order to develop a working RIM program at their own institution."
— Serials Review