OVERVIEW: The Ohio State University and the Library of Virginia use electronic systems for dynamic retention schedule management, records disposition, and legal citations. While the systems have generally fulfilled expectations for their designed purposes, their utility is being explored in other collaborative areas of information governance, including IT document management and data security in order to reduce duplicative efforts and lead to efficiencies for multiple areas. This session will “explore”:
• Critically thinking through required system functionality
• Managing retention schedules, approvals, history, and analysis notes electronically
• Benefits of linked legal citations
• Public records and discovery benefits
• Improving disposition methodology and effectiveness
• Using user defined fields to track security level, essential status, and document types from other systems
• Mutual benefits in the fast-moving area of data security/privacy
• Framing basic records management tools as effective solutions to information governance challenges
GARA CERTIFICATE COMPETENCIES: "Retention and Disposition" OR "Electronic Records and Information Management"
PRESENTERS: Pari Swift, University Records Manager, The Ohio State University, and Glenn Smith, Records Management Analyst, Library of Virginia