Social Media andRecords Management ChallengesKevin Kim, CIPP/C, CIPP/ITSeptember 19, 2012
Agenda•   Overview & Definitions•   Challenges•   Best Practices•   GOA Example•   Q&A
AlbertaVan 2010
What is a record?“record” means a record of information in any form and includes notes,images, audiovisual recordings, x-r...
What is Records Management?Records management is a “field of management responsible for theefficient and systematic contro...
What is social media?•   Social media is media used for social interaction, using highly    accessible and scalable commun...
What Social Media Looks Like Web Publishing       Social Networking        File Sharing/StorageMicroblogging        Social...
Social Media Use•   Time sensitive alerts    e.g. Alberta Health Services on Twitter•   Public relations    e.g. Travel Al...
Challenges #1 - Privacy•   Freedom of Information and Protection of Privacy Act (FOIP Act)•   Personal Information Protect...
Challenges #2 - SecurityExample of Government of Alberta  Corporate Information Security Office has developed a set of ten...
Challenges #3 – Records Management“Best Practices Study ofSocial Media RecordPolicies”by American Council forTechnology an...
RM Challenge #1 Declaration•   Difficult to define as a record or non-record.      o   Key question: “What social media co...
RM Challenge #2 Social Media Capture•   How to manage social media content as records when the platform    is not under co...
RM Challenge #3 Social Media Metadata•   Difficult to tag content for retrieval by applying metadata.•   Now mostly adding...
RM Challenge #4 Social Media Scheduling•   Lack of control causes scheduling and disposition of records difficult.•   If e...
RM Challenge #5 Staffing and Education•   Implementing social media records policy.•   More records management staff and i...
Social Media Recommendations•   Don’t block social media because of perceived risks; but do control it    from a governanc...
Records Management Recommendations•   Review and revise records management policies to address social media.•   Evaluate t...
Examples                                        GOA Administrative Records                                        Disposit...
Human Resources Recommendations•   Develop and conduct training for all users and send regular    awareness communications...
•   GOA Social Media-Web 2.0 Policy    o   Governing social media use for GOA business        and personal use.•   GOA Soc...
Reference•   10 Things to Know About Preserving Social Media [PDF];•   A records and information management guide to socia...
Questions?Comments?
Social media and records management challenges 2012 09-17-m
Social media and records management challenges 2012 09-17-m
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Transcript of "Social media and records management challenges 2012 09-17-m"

  1. 1. Social Media andRecords Management ChallengesKevin Kim, CIPP/C, CIPP/ITSeptember 19, 2012
  2. 2. Agenda• Overview & Definitions• Challenges• Best Practices• GOA Example• Q&A
  3. 3. AlbertaVan 2010
  4. 4. What is a record?“record” means a record of information in any form and includes notes,images, audiovisual recordings, x-rays, books, documents, maps,drawings, photographs, letters, vouchers and papers and any otherinformation that is written, photographed, recorded or stored in anymanner, but does not include software or any mechanism thatproduces records. - as defined by the Freedom of Information andProtection of Privacy Act (FOIP Act)
  5. 5. What is Records Management?Records management is a “field of management responsible for theefficient and systematic control of the creation, receipt, maintenance,use, and disposition of records, including the processes for capturingand maintaining evidence of, and information about business activitiesand transactions in the form of records” – ARMA RIM 101
  6. 6. What is social media?• Social media is media used for social interaction, using highly accessible and scalable communication techniques.• Social media is the use of web-based and mobile technologies to turn communication into interactive forums, weblogs, social blogs, wikis, podcasts, social bookmarking as well as sites for sharing photographs, pictures and videos. – Wikipedia
  7. 7. What Social Media Looks Like Web Publishing Social Networking File Sharing/StorageMicroblogging Social Networking tools Photo Libraries (Flickr,(Twitter, Yammer) (Facebook, LinkedIn) Picasa)Blogs (WordPress, Social Bookmarks Video Sharing (YouTube,Blogger) (Delicious, Digg) Vimeo)Wikis (Wikispaces, Virtual Worlds (Second Storage (Box, DropBox,PBWorks) Life, OpenSim) Google Docs)Mashups (Google Crowdsourcing/Social Content ManagementMaps, popurls) Voting (IdeaScale, (SharePoint, Drupal) Chaordix)
  8. 8. Social Media Use• Time sensitive alerts e.g. Alberta Health Services on Twitter• Public relations e.g. Travel Alberta on Facebook• Education activities e.g. Edmonton Public Library on Twitter; and on Facebook• Customer service e.g. St. Albert Public Library on Facebook; and on Twitter
  9. 9. Challenges #1 - Privacy• Freedom of Information and Protection of Privacy Act (FOIP Act)• Personal Information Protection Act (PIPA)• Personal Information Protection and Electronic Documents Act (PIPEDA)• Health Information Act (HIA)
  10. 10. Challenges #2 - SecurityExample of Government of Alberta Corporate Information Security Office has developed a set of ten Information Security Management Directives, including Asset Management; Physical and Environmental Security; Access Control; and Compliance.Not specific to security of social media, but…
  11. 11. Challenges #3 – Records Management“Best Practices Study ofSocial Media RecordPolicies”by American Council forTechnology and theIndustry Advisory Council
  12. 12. RM Challenge #1 Declaration• Difficult to define as a record or non-record. o Key question: “What social media content is record material?”• A record is a record, regardless of physical form or characteristics.• Medium doesn’t matter. Content is key.
  13. 13. RM Challenge #2 Social Media Capture• How to manage social media content as records when the platform is not under control of us?• Most departments are not yet capturing social media records.• Departments should “…evaluate which of the various components of a social networking profile, and/or other interaction with the public should be retained as records.”• Fully automated archiving services emerging (e.g. Nextpoint)
  14. 14. RM Challenge #3 Social Media Metadata• Difficult to tag content for retrieval by applying metadata.• Now mostly adding metadata manually for social media content.• Many organizations tend to retaining all social media content: costly, inefficient, unsearchable.
  15. 15. RM Challenge #4 Social Media Scheduling• Lack of control causes scheduling and disposition of records difficult.• If existing records schedule is media-neutral, social media records might be sufficiently covered.• How long should I keep social media records? o Medium doesn’t matter o Content determines how long to keep; destroy or archive after retention period.
  16. 16. RM Challenge #5 Staffing and Education• Implementing social media records policy.• More records management staff and improved capabilities for providing records training to the staff.• Modifying existing records management program to incorporate new media types.
  17. 17. Social Media Recommendations• Don’t block social media because of perceived risks; but do control it from a governance perspective.• Develop Communications between social media team and records management.• Develop social media policies that address security, privacy, and communications issues, as well as records management considerations.• Implement records management for social media as part of enterprise content management
  18. 18. Records Management Recommendations• Review and revise records management policies to address social media.• Evaluate the social media tools used to determine if actions taken by users will result in a record (e.g. “liking” a post or “re-tweeting” a tweet).• Associate the records with the current records schedule—if a new record category will be produced, determine the retention period.• Institute a process to capture records and associated metadata and manage them during their entire retention period.
  19. 19. Examples GOA Administrative Records Disposition Authority (ARDA)• Electronic Communications, Social Networking and Website Records• Electronic Communication and Social Networking Records Retention Sc hedule
  20. 20. Human Resources Recommendations• Develop and conduct training for all users and send regular awareness communications regarding policies and risks. o specify how employees can use department images, logos, intellectual property, and other digital assets in their online presences.• Training programs must address appropriate and inappropriate use of social media technology.• Penalties for misuse of social media must be included in the social media policy and in the employee training program.
  21. 21. • GOA Social Media-Web 2.0 Policy o Governing social media use for GOA business and personal use.• GOA Social Media Strategy o All uses of social media for GOA business use must be cleared with ministry communications directors.• GOA Social Media Handbook (draft v. 1.0).
  22. 22. Reference• 10 Things to Know About Preserving Social Media [PDF];• A records and information management guide to social media;• Best Practices Study of Social Media Records Policies [PDF];• Facebook Key Facts;• NARA Bulletin 2011-02: Guidance on Managing Records in Web 2.0/Social Med ia Platforms;• How Federal Agencies Can Effectively Manage Records Created Using New Socia l Media Tools [PDF];• Social Media Policies in the Public Sector;• Social Networks and Their Impact on Records and Information Management [P DF];• Tools to Help Companies Manage Their Social Media (NYT).
  23. 23. Questions?Comments?
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