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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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Creating an IT Security Baseline
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April 16, 2013
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A session at the Security Professionals Conference
The UW–Madison Office of Campus Information Security has worked with the campus community to develop a baseline information systems security standard that's intended to help departments on c…
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A Practitioner's Approach for Developing Information Security Policy
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April 17, 2013
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A session at the Enterprise IT Leadership Conference 2013
An institution developing its information security policy by basing it on lofty ideals and stringent standards may demand far more than its staff is capable of delivering, which risks frustrating s…
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A Practitioner's Approach for Developing Information Security Policy
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April 17, 2013
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A session at the Security Professionals Conference
An institution developing its information security policy by basing it on lofty ideals and stringent standards may demand far more than its staff is capable of delivering, which risks frustrating s…
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The Enemy Is Us: Doing the Work of Information Security Better
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April 17, 2013
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A session at the Security Professionals Conference
Within information security departments, staff often get so bogged down in "getting the job done" that they can never assess how they are doing their job and whether they can do anything …
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Course Rights in Cyberspace: Ownership Issues in Online Education
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February 13, 2013
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A session at the West/Southwest Regional Conference
The growing enthusiasm for and application of online digital media for delivering higher education have raised serious questions of ownership and conflicts over control of courses in cyberspace. …
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National Status of Data Management: Current Research in Policy and Education
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June 21, 2012
This panel features updates from three interrelated projects examining the data management ecosystem to determine requirements and best practices in policy, graduate education, and professional…
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Developing Social Media Guidance
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April 26, 2012
“Move fast and break things. ” This saying, which hangs on the door in Mark Zuckerberg’s Facebook office, exemplifies the challenge faced by institutions seeking to harness the power …
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Welcome and Introductions
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July 18, 2012
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A session at the Campus IT Policy Workshop 2012
Discussion of policy program models in use at institutions, including comparison of comprehensive vs. "lite" policy programs, governance/roles, and various approaches to policy developm…
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Lions and Tigers and Mobile Devices: Removing the Fear Factor from Securing Smart Devices
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May 17, 2012
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A session at the Security Professionals Conference 2012
The dramatic increase of smart devices across campus has presented security professionals with some interesting opportunities and challenges. Two Texas state institutions will review where they are…
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Update on Higher Education IT Law, Policy, and Compliance
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February 23, 2012
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A session at the EDUCAUSE West/Southwest Regional Conference 2012
The Internet continues to give rise to some perplexing legal and policy challenges, often the subject of debate, legislation, and regulation by international organizations and federal and state pol…

















