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Electronic Records Management Toolkit
Members of the Higher Education Information Security Council created this toolkit to provide a practical set of resources that will assist members of the higher education community in addressing related issues of electronic records management, e-discovery, and data retention on their own campuses.
We all create and use information every day. Taking care of that information (in all its many forms) is an effort requiring shared responsibility by each member of a specific community. Just figuring out where to start and what needs to be done can be a time-consuming task.
Some institutions have done a lot of work in this area, while others have just gotten started, and still others have done little or nothing. We all have an opportunity to learn from and share with each other. This set of resources is intended to be a collaborative and evolving effort. Please use this forum to share what you have done! It might be just what someone else is looking for. This toolkit will provide valuable information on the following areas:
- Background information on this issue
- Help getting started
- Examples of what others are doing
Toolkit and Supporting Documents
- Electronic Records Management Toolkit
- Records Retention & Disposition
- E-Discovery Guideline and Toolkit
- Records Retention Schedule Template
- Records Retention Inventory Worksheet
If you have questions or comments regarding this toolkit, or if you'd like to contribute your own material, please contact the Higher Education Information Security Council.
Library Items on this Topic
EDUCAUSE Library Items for Electronic Records Management
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Interview: Loren Wilson, Director of Information Systems at Kansas State University
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April 22, 2013
In this conversation with Marilu Goodyear, Loren Wilson discusses collaboration and strategy as information systems director at Kansas State University. …
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CNI Podcast: Wikipedia and Libraries: What's the Connection?
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February 19, 2013
In this podcast, OCLC Research Senior Program Officer Merrilee Proffitt and Sara Snyder from the Smithsonian Libraries talk about their presentation, "Wikipedia and Libraries: Wh…
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ERO Conversation: Ian Dolphin, Executive Director of the Sakai Foundation
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February 11, 2013
Ian Dolphin is Executive Director of the Sakai Foundation. In this conversation with John Bucher, CTO for Oberlin College, Dolphin discusses the foundation's products and the benefits of com…
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CNI Podcast: Sigrun Eckelmann on the German Research Foundation
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February 1, 2013
Sigrun Eckelmann is Program Director for Academic Libraries & Information Systems at the German Research Foundation (DFG). In this interview she described the programs she works with …
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CNI Podcast: The Research Data Alliance
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January 18, 2013
Fran Berman is the Edward G. Hamilton Distinguished Professor in Computer Science at Rensselaer Polytechnic Institute and Chris Greer is the associate director of the IT Lab at the National I…
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CNI Podcast: Does Preservation as a Service (PaaS) Make Sense?
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January 17, 2013
David S. H. Rosenthal is Chief Scientist for the LOCKSS Program at Stanford University. In this conversation he discusses the pricing and surprising challenges of outsourcing long-term data s…
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CNI Podcast: Carly Strasser & John Kunze on New Tools for Enabling Research
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January 17, 2013
Carly Strasser is data curation specialist at the UC Curation Center. John Kunze is a preservation technologist for the California Digital Library. In this conversation they highlight…
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CNI Podcast: Anita de Waard on the Force 11 Research and e-Scholarship Community
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January 16, 2013
Anita de Waard is Vice President for Research Data Collaborations at Elsevier. In 2011 she joined with researchers, publishers, and digital scholars in various fields to create Force 11 , …
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ERO Podcast Conversation: Sarah Morrow, Privacy Officer for the Pennsylvania State University
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January 7, 2013
Sarah Morrow is a privacy officer for the Pennsylvania State University. In this podcast conversation she talks about the relationship between privacy and institutional interests. …
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Podcast: Discovery in a Digital World
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December 12, 2012
Speaker: Edward L. Ayers, President, University of Richmond In the most effective teaching, students create new knowledge even as they learn. Digital environments possess remarkable capaci…
