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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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Toolkit for Developing an Identity and Access Management (IAM) Program
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May 7, 2013
The IAM Program Outline has been created as a roadmap for institutions to use in developing an IAM program (or to address gaps in their current offerings) including: Providing a structure o…
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Exploring and Designing Breakthrough Models in Higher Education
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April 23, 2013
The shifting forces challenging higher education, both within and outside the academy, have dominated countless newspaper headlines and led to a flurry of new books and research discussing trend…
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Timeline for Planning a Breakthrough Model School
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May 23, 2013
This 15-month timeline from the International Association for K-12 Online Learning (iNACOL) , Next Generation Learning Challenges (NGLC) , and the Donnell-Kay Foundation attempts to…
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Information Security Program Assessment Tool
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April 15, 2013
This self-assessment tool was created to evaluate the maturity of higher education information security programs using as a framework the International Organization for Standardization (ISO) 2700…
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ACTI Data Management Glossary
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February 27, 2013
The ACTI Data Management Working Group has published a Data Management Glossary that identifies common terms in data management. It is the hopes that this glossary will be a growing document …
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Mobile Framework Evaluation Spreadsheet
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January 14, 2013
This Excel document was created by the ACTI Mobile Web Frameworks Working Group to accompany their January 2013 white paper, Developing a Campus Mobile Strategy: Guidelines, Tools, and Be…
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Top Information Security Concerns for Campus Executives & Data Stewards
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September 22, 2010
This new Higher Education Information Security Council (HEISC) resource, Top Information Security Concerns for Campus Executives & Data Stewards, is the first in a series of awareness message…
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Account Provisioning/De-Provisioning Table
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December 8, 2009
The account provisioning/de-provisioning spreadsheet is one example of an institution's attribute mapping table for campus roles and services. The accompanying Word document provides a brie…
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ELI Discovery Tool: Blended Learning Workshop Guide
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November 16, 2009
Blended or hybrid learning, an instructional delivery mode in which instruction is conducted partly online and partly face-to-face, has emerged as one of the fastest-growing and most successful i…
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Organizing Your Campus IT Security Website
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August 18, 2009
In an effort to help institutions create IT security websites that are informative and helpful to their users, EDUCAUSE has compiled a list of common features and effective practices that can ser…



















