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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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The CIO Minute: Keith McIntosh
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May 6, 2013
Keith McIntosh explains some of the challenges he encountered on his path to becoming an IT leader. Keith McIntosh explains some of the c…
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8 Lessons Learned from Teaching Online
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May 6, 2013
This video list of insights comes from experts in the field of online teaching. Here is a collection of 8 lessons that might improve your online course! …
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Containing the Security Threat of Mobile Apps in Higher Ed
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May 6, 2013
Key Takeaways Security breaches and data loss become likelier as more students, faculty, and staff bring their own devices to campus. With a growing number of new offeri…
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Up and Away: Open Access in Portugal
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May 6, 2013
Portugal stands out among nations that have embraced open access to scholarly communication because of its early adoption of institutional policies , creation of a network of reposito…
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A State of Flux: Results of a Mobile Device Survey at the University of Florida
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May 6, 2013
Key Takeaways The results of a 2010–2011 survey of mobile device ownership and use are helping the University of Florida make informed decisions today about how best to allocat…
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To Maus or Not to Maus: Technically, That Is the Question
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May 6, 2013
Key Takeaways What should a Maus book owner do when he can't access the multiple copies he owns on all his various devices, including the newest, an iPad ? In …
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Creating Shared Learning Spaces: The North Quad Experience
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May 6, 2013
Key Takeaways The University of Michigan's North Quadrangle Residential and Academic Complex was designed to foster experiential learning opportunities and encourage gro…
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Moving to "Here's What You Requested"
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May 6, 2013
Key Takeaways The transition from a homegrown, stand-alone legacy system to a commercial enterprise resource system revealed the inadequacy of the ERP's standard rep…
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Building a Modern Computing Infrastructure at Princeton University
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May 6, 2013
Key Takeaways Over the past 10 years Princeton University developed and implemented an institutional strategy to support research and administrative computing . Changing econom…
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Ethics, Big Data, and Analytics: A Model for Application
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May 6, 2013
The use of big data and analytics to predict student success presents unique ethical questions for higher education administrators relating to the nature of knowledge; in educatio…

















