This book provides straightforward, practical guidance on how to prepare for and enable electronic records management (ERM). It sets out and explains the issues organizations need to consider in selecting a system, and the procedures required for effective implementation. Help is also given with the complexities of managing hybrid records during an interim period between paper and electronic record management. The book is divided into three main parts covering the preparation for ERM, and its design and implementation.
Preparation p. 1
Underlying principles p. 3
Context p. 19
Making a business case for ERM p. 35
Design p. 55
Main issues for design p. 57
Information survey p. 71
File plan p. 87
Appraisal methodology p. 109
Preservation p. 129
Access p. 145
Implementation p. 159
Main issues for implementation p. 161
Project management p. 169
Procurement p. 179
Change management p. 187
Training p. 195
The future p. 201
The future of information management p. 203
Competency framework p. 205