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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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University of Wisconsin‐Milwaukee 2012-‐13 Information Technology Strategic Plan
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January 31, 2012
The University of Wisconsin - Milwaukee 2012-‐13 Information Technology Strategic Plan states its' goals for the year 2012-2012. T…
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Indiana University IT Strategic Plan
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August 9, 2012
This Indiana University strategic planning web site was created to receive input and provided transparency to the university community regarding IT strategic directions. …
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Framingham State University Strategic Plan Recommendations, 2011
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August 10, 2011
Framingham State University's Strategic Plan Recommendations and Proposed Initatives by the Framingham Technology Council. Framingham State …
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Policy Guidelines for the Development and Promotion of Open Access
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April 9, 2012
This UNESCO publication seeks to serve the needs of Open Access (OA) policy development at the government, institutional and funding agency level. The overall objective of the Policy Guide…
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Code of Best Practices in Fair Use for Academic and Research Libraries
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February 1, 2012
This guide was published by the Association of Research Libraries (ARL) as a clear and easy-to-use statement of fair and reasonable approaches to fair use developed by and for librarians who sup…
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UNH Social Media Guidelines
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January 19, 2012
These guidelines are designed to help University of New Hampshire employees who create or contribute to University-related electronic social media to do so in a respectful, professional, relevan…
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Collaborating with Faculty
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August 18, 2011
A common information security issue across college and university campuses is how to engage faculty in good security practices to protect university data. In many cases, this is an issue because…
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Mobile Internet Device Security Guidelines
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June 29, 2011
This document is designed to help you develop mobile Internet device security policy, standards, guidelines or procedures. It is organized into steps you can follow to define your objectives…
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A "Plug-in" Approach to Information and Technology Services Strategy
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June 1, 2011
The University Technology Council at Framingham State began developing new recommendations and proposed initiatives for updates to the University’s strategic plan in 2010. The resulting 5 …
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Practical Guidelines for Using Technology Tools in Classroom Teaching
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March 1, 2011
This site provides practical guidelines for using technology in teaching . They may help you manage technology-supported teaching more effectively, avoiding some of the common pitfalls. …

















