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Records and Information Management

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A to Z
A to Z of resources and materials related to Records and Information Management

Creating a common research framework for measuring the impact of records management

http://www.jiscinfonet.ac.uk/records-management/measuring-impact

JISC infoNet has undertaken to create a common framework for measuring the impact of records management. The framework comprises of two main tools: a Records & Information Management Impact Calculator and a Records Management Maturity Model to assist organisations with assessing the impact and current status of their records management initiatives within their institutions. As a prelude to these tools an assessment of the current evidence base demonstrating the benefits of investing in the improvement of records management has been carried out.

EDRM case studies using espida methodology

http://www.jiscinfonet.ac.uk/records-management/espida

Case studies trialling the use of the espida methodology in relation to records management project proposals. The espida project at the University of Glasgow is a methodology to assist project proposers to tease out the benefits that arise from information projects.

Email Management infoKit

http://www.jiscinfonet.ac.uk/infokits/email-management/index_html

Many institutions are rapidly coming to the conclusion that email management can no longer be left to individual members of staff to perform on a 'best efforts' basis and that a more proactive and co-ordinated approach is needed. The purpose of this infoKit is to outline the main elements which need consideration as part of such an approach.

Freedom of Information: Assessing & Embedding Compliance Post January 2005 [Archive]

http://www.jiscinfonet.ac.uk/records-management/portal/links/foi-2005

Post January 2005, this briefing note provides guidance on reviewing an institution's experience of the impact of the FOIA to date which may help bring to light gaps in current systems which can be addressed and rectified before they cause further problems.

Freedom of Information (Scotland): Implementation & Practice [Archive]

http://www.jiscinfonet.ac.uk/records-management/portal/links/foi-scotland-implementation

A briefing paper for those who are responsible for implementing legal compliance including those involved with the development of information systems.

Freedom of Information (Scotland): Senior Management Briefing Paper [Archive]

http://www.jiscinfonet.ac.uk/records-management/portal/links/foi-scotland-briefing

Senior Management Briefing Paper outlining new legislative framework for public access to information held by public authorities, including schools, colleges and universities in Scotland and measures that should be taken to ensure compliance with the Scottish legislative framework.

Freedom of Information Staff Developers Pack

http://www.jiscinfonet.ac.uk/records-management/developers-pack

A self-contained suit of resources designed to enable institutions to run their own in house training workshops designed to help ensure their staff are aware of the implications of the Freedom of Information Act 2000 and the Freedom of Information Act (Scotland) 2002 and what must be done to comply with it.

Further Education: Records Retention Schedule

http://www.jiscinfonet.ac.uk/partnerships/records-retention-fe

The aim of this tool is to provide guidance on the periods of time for which particular records must be retained by institutions. This master reference source can be used to provide the basic outline retention/destruction schedule for your institution and the database is available now both online (read-only) and as a downloadable spreadsheet.

Higher Education: Business Classification Scheme & Records Retention Schedule

http://www.jiscinfonet.ac.uk/partnerships/records-retention-he

The Business Classification Scheme (BCS) provides a generic 'map' of the functions and activities undertaken by HEIs and can be used to form the basis of an institution's file plan. The Records Retention Schedule (RRS) reflects the function-based structure of the BCS and provides statutory or recommended retention periods for the records produced by each activity.

Implementing an Electronic Document and Records Management (EDRM) System (infoKit)

http://www.jiscinfonet.ac.uk/InfoKits/edrm

The objective of this toolkit is to provide institutional Records Managers and other information professionals with a 'one-stop shop' for impartial, detailed and practical advice of use during all the stages of an EDRM system implementation that is specific to the needs of the FE/HE sector.

Information Legislation & Management Survey

http://www.jiscinfonet.ac.uk/foi-survey/2008

An annual survey carried out since 2005 to provide an on-going picture of the impact information legislation and management is having on the HE and FE sector.

Information Management infoKits

http://www.jiscinfonet.ac.uk/information-management

The Information Management infoKits comprise of three separate infoKits, 'Managing the Information Lifecycle', 'Records Management' and 'Email Management'. All of which comprise practical guidance and advice for managing information based on a consistent, underlying four stage 'lifecycle' model of information usage.

Institutional repositories and records management briefing paper

http://www.jiscinfonet.ac.uk/records-management/portal/links/rsp-briefing

A briefing paper, produced in association with the JISC-funded Repositories Support Project, outlining the relevance of records management issues when establishing or developing an institutional repository.

JISC Information Governance Gateway

http://www.jisclegal.ac.uk/MyRole/InformationGovernance.aspx

A portal with links to sources of advice, case law and best practice relating to information governance - now integrated into JISC Legal's Information Governance web pages.

JISC infoNet/Cimtech Electronic Records Management Survey - Results

http://www.jiscinfonet.ac.uk/records-management/erm-survey/

Results of an online survey, conducted in August and September 2008 amongst records professionals working in the UK Further and Higher Education sectors. The survey was designed to reveal current activity, particularly in relation to the management of electronic records.

JISC infoNet award for Innovation in Records & Information Management

http://www.jiscinfonet.ac.uk/records-management/innovation-award

The JISC infoNet award for innovation in records & information management is run biennially and has been established to promote the positive role records management can play in institutional life, and to encourage innovation in the way in which records management issues are addressed.

JISC Programme: Supporting Institutional Records Management Programme

http://www.jisc.ac.uk/whatwedo/programmes/supportingirm

Links to the outputs of 17 projects funded under JISC's pioneering records management development programme

JISC Publication: Developing an Institutional Records Management Programme

http://www.jisc.ac.uk/publications/documents/pub_rmibp.aspx

A briefing note providing guidance on developing an institutional records management programme.

Managing information to make life easier: A practical guide for administrators

http://www.jiscinfonet.ac.uk/records-management/guide-for-administrators

Whether it is the thousands of messages in an email account, the mountain of papers on a desk, or the disorganised shared network the problems are largely the same: this guide aims to help address these problems. It has been designed to answer real life questions and provide practical solutions.

Managing the Information Lifecycle (infoKit)

http://www.jiscinfonet.ac.uk/infokits/information-lifecycle

All information moves through a 'lifecycle' which can be broken down into distinct phases. Put simply, the concept of information lifecycle management is about making sure you ask yourself the right questions at the right time regarding the management requirements of internally-produced information.

Records Management: Senior Management Briefing Paper

http://www.jisc.ac.uk/publications/documents/smbp_rm.aspx

Senior Management Briefing Paper outlining the importance of Records Management and the legal requirements for implementation.

Records Management (infoKit)

http://www.jiscinfonet.ac.uk/infokits/records-management

Records management is an established theory and methodology for ensuring the systematic management of all records and the information they contain throughout their lifecycle. This infoKit is based around the well-established concept of lifecycle management and how it should be specifically applied to the management of records.

Workshops: Getting your email & information under control

http://www.jiscinfonet.ac.uk/events/getting-your-email-information-under-control-workshops

This workshop will be particularly useful to those staff with local responsibility for managing the documents and files created by others such as departmental or faculty administrators. It is a training session specifically designed for the end user, rather than the information professional.


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