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- Electronic Records Management [x]
- Data Administration and Management (24)
- Information Systems and Services (24)
- Policy and Law (8)
- Document Management (7)
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- Campus Policies (6)
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- Cybersecurity (6)
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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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How to Implement Electronic Document Management Successfully: A Community College's Recommendations for Success
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October 29, 2008
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A session at the EDUCAUSE 2008 Annual Conference
This session will demonstrate how, after two failed attempts, Palm Beach Community College improved student services and disaster recovery measures by transitioning from paper-based processes to el…
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The Academic Archives of the Future
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March 14, 2008
© 2008 Richard J. Cox. The text of this article is licensed under the Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 Unported License ( http://creativecommons.org/lice…
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How to Prepare and Implement a Disaster Recovery Plan
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August 22, 2006
This is the University of Missouri's Records Management Department's Disaster Recovery Plan. This is the University of Missouri's …
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Implications of the Proposed New Federal Rules for E-Discovery
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May 16, 2005
The federal judiciary has proposed changes to the Federal Rules of Civil Procedure, which will likely change the way data is currently managed. Although the changes might not take effect until 2006…
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E-Sign Web Forms Replace Paper Forms
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May 17, 2005
Western's very portable and expandable e-sign application replaces paper with electronic forms, allowing easy data entry via the Web and easy routing via e-mail using simple HTML form developm…
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Microdea Inc. - No More Hard Copy Student Files
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May 17, 2005
Over the past year and a half, the University of Calgary, together with Microdea, has implemented an electronic document management system to replace student hard copy files. The electronic student…
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Flowing Through EDEN: Delivering Business Transactions Online to the University
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January 1, 2004
Business activities are increasingly conducted with electronic transactions (e-documents) in Web-based systems. Indiana University's EDEN Workflow infrastructure now routes these e-docs quickl…
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Information Security Guide: Effective Practices and Solutions for Higher Education
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August 3, 2009
This resource is being created to provide practical approaches to preventing, detecting, and responding to security problems in a wide range of higher education environments. This online service …
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Organizing & Managing Information Resources on Your Campus
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January 1, 2003
In recent years, colleges and universities have experienced tremendous growth in the applications of electronic information and the technologies that support the effective manipulation, transmiss…
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Records Management in a Digital World
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August 6, 2002
College and university administrators are interested in records management because records document the activities of the institution and are essential in making informed decisions and maintainin…


















