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RECORDS-MANAGEMENT-UK  May 2007

RECORDS-MANAGEMENT-UK May 2007

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Subject:

Re: Large files in EDRMSs

From:

Mark Brookes <[log in to unmask]>

Reply-To:

Mark Brookes <[log in to unmask]>

Date:

Wed, 16 May 2007 10:07:31 +0100

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text/plain

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It is something that has become more prominent here at our organisation as an issue as usage of EDRM increases and the duration of time since roll out has increased.

We certainly have this situation here, we found the most practical solution was to break up the contents into annual folders in most cases which as rightly identified could potentially facilitate easier disposal. Although each document has a date anyway which is a trigger. Whilst the documents have date metadata, I suppose the possibilities are numerous, you could break up by year/month etc. or whatever the organisation sees fit.

Something never touched here yet but exists on many EDRMs is the ability to "archive" or take offline documents. At the moment everything held is kept "online" and "live". I doubt much of the stuff over 'x' years has been touched but obviously still must be kept. Using this functionality could help remove clutter from the "live" system whilst still maintaining those documents elsewhere (not sure where yet!) in line with policy. I am sure one day we will begin have these discussions here.

Regards

Mark

>>> "Bradshaw, Phillip" <[log in to unmask]> 15/05/07 18:07:30 >>>
No dispute with Peter here. I was only addressing how you find them - not how you store them
 


Phillip Bradshaw 

Information Manager
Clerk to the Council 

Room 111, County Hall 

EMail: [log in to unmask] <mailto:[log in to unmask]>  

Phone:         029 2087 3346 
Mobile :        07779 284684 

Fax:              029 2087 3349 

Proactive Publishing Promotes Positive Perceptions 

 

________________________________

From: The UK Records Management mailing list [mailto:[log in to unmask]] On Behalf Of Peter Emmerson
Sent: 15 May 2007 18:00
To: [log in to unmask] 
Subject: Re: Large files in EDRMSs



Susan

Using the functionality that Marc has identified, you can (and should) introduce similar rules to those that operate in the paper world.  Despite what Phillip says, there are very good reasons for this which are the same as in paper files - to prevent folders from being re-enlivened after a long gap and to facilitate disposal, as well as to make searching easier.  Given the quality of titling in most systems there could be 100 identical documents relating to Fred in a bottomless folder!

Depending on the records concerned, we recommend closing the part or volume:

*       When there are 100 documents in it (the old 2.5cm in a paper file); 
*       In the case of an 'annual' folder - invoices, sales etc - at the end of the relevant financial or calendar year.  This facilitates disposal in context rather than as an individual item within a folder;

*       If no new material has been added for 6 months. 



Peter Emmerson

Director

Emmerson Consulting Limited

Poplar House

5 School Street

Witton-Le-Wear

County Durham  DL14 0AS 

Office          01388 488865

Mobile          07740 942682

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Emmerson Consulting Limited is registered in England No. 3607347.  

Registered Office: 140 Coniscliffe Road, Darlington, County Durham, DL3 7RT


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Mae'n bosibl bod gwybodaeth gyfrinachol yn y neges hon.  Os na chyfeirir y neges atoch chi'n benodol (neu os nad ydych chi'n gyfrifol am drosglwyddo'r neges i'r person a enwir), yna ni chewch gopio na throsglwyddo'r neges.  Mewn achos o'r fath, dylech ddinistrio'r neges a hysbysu'r anfonwr drwy e-bost ar unwaith.  Rhowch wybod i'r anfonydd ar unwaith os nad ydych chi neu eich cyflogydd yn caniatau e-bost y Rhyngrwyd am negeseuon fel hon. Rhaid deall nad yw'r safbwyntiau, y casgliadau a'r wybodaeth arall yn y neges hon nad ydynt yn cyfeirio at fusnes swyddogol Cyngor Dinas a Sir Caerdydd yn cynrychioli barn y Cyngor Sir nad yn cael sel ei fendith. Caiff unrhyw negeseuon a anfonir at, neu o'r cyfeiriad e-bost hwn eu prosesu gan system E-bost Gorfforaethol Cyngor Sir Caerdydd a gallant gael eu harchwilio gan rywun heblaw'r person a enwir.
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