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Electronic Records Management Onsite Seminar
About The Institute
Records management is not what it used to be! Created for Records
Managers by a Records Manager, this seminar is specifically designed
to help records management professionals redefine their programs and
their professional roles by embracing the dynamics of EDMS in todays
organizations. As e-mail, intra/extranet, electronic document management
(EDMS) and knowledge management (KM) systems proliferate throughout
our organizations, the role and scope of records management is being
challenged. That is why Delphi has created a seminar focused on the
role of electronic records management (ERM) and the Records Manager
in this age of electronic document and knowledge management systems.
Who Should Attend
- Records professionals in the throes of managing electronic
repositories and archives
- Records professionals who need to better understand how
EDMS and knowledge management technologies support the lifecycle management
of records
- Executives who need to better understand the contemporary
role of records management
- IT/IS professionals who want to understand the records
management implications associated with the design and deployment
of EDMS and knowledge management systems
What You Will Learn (Course Outline)
Reconciling EDMS, Knowledge Management and RM Principles
- Defining Document Management vs. Records Management
- Identifying Records in a Knowledge Management System
- Lifecycle Management
- Structured/ Unstructured Data
- Paper vs. Electronic Documents and Records
- Controlled Document Management
- Legal Responsibilities
- Disaster Recovery
The Role of the Records Manager in an EDMS/ Knowledge Management Environment
New Challenges
- E-mail
- XML
- COLD
- Groupware, Chat Rooms and Other Collaborative Environments
- E-Commerce
- Knowledge Repositories
- Compound Documents
- Live Documents
- Integrated Paper and Electronic Files
Cultural Issues
- Defining the Point Where Records Management Becomes
Integrated With Business Process
- Determining When an Electronic Document Become a Record
- Ownership of Electronic Records
- Applying Records Management to Knowledge Management
- Closing the Records Management/IT Gap
- Determining Who Owns the Knowledge-base
Technology-based Approaches
Inventory
- Records
- Systems
- Knowledge
- Inventory Control
Creation
- Directives
- Reports
- Electronic Forms
- Correspondence
- Special Media
- Transaction/ Collaborative/ Reference
- Record Copy Designation
- History Files - Version/Revision Control
- Configuration Management
- File Formats
Digital Signature/Encryption
- Business Issues
- Technology Issues
- Security Issues
Records Scheduling and Retention
- Series Identification and Maintenance
- Submission/Approval
- Storage Media
Retrieval
Records Disposition and Destruction
- Role of Workflow
- Protection and Migration Strategies
- Hierarchical Storage Management
- Electronic Vaulting
- When is a Knowledge-base a Record?
- Are Web Pages Records?
- When are Electronic Records really Destroyed?
Government Initiatives
- U.S. DOD 5015.2
- GRS 20
- ISO 9000
- RDIMS
- AS 4390
Electronic Document Management Vendors and Products
- Documentum
- OpenText
- FactPoint
- PC DOCS
- FileNet
- BlueRidge
- Siemens Nixdorf
- TOWER Software
Electronic Records Management Vendors and Products
- Provenance - ForeMost
- EDUCOM Business Solutions - Record Manager
- Cuadra - Star
- Information Network - InSight
- PSSoftware Solutions - RIMS
Case Studies/Best Practices
- Evolution of Recordse RM Seminar
Instructor
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