Course Outline: Managing Electronic Records in Corporate Records Management Systems - 2-Day Training Seminar by Lorson Resources Limited

2. Managing Electronic Records in RM Systems
COURSE DESCRIPTION
Course Title: Managing Electronic Records in RM Systems
Course Priscilla Emery
Instructor: EMC Scope, Longwood, Florida, USA
Introduction
Massive amounts of electronic data, documents and records are being created and stored
every day pose a huge challenge to any organization, whether a multi-national company, a
growing small business or a government agency. Recent events involving large and well-
recognized companies that have experienced a lack of knowledge about corporate events,
such as the BP Oil Spill, in many ways points to the need to have ready and organized
access to electronic information so that emergencies can be responded to and authorities
can be answered to.
This is just one example that has brought a heightened awareness of the need to follow
systematic policies as part of a comprehensive records and information program within
any organization.
Whether you have yet to implement a document retention and management program that
incorporates electronic records, or if you need to update an existing plan, you cannot
afford to miss this workshop. Areas that will be covered include identifying the
participants: who should be involved in an electronic record program, how can the program
be created and maintained, Creating a system that permits a complete and rapid response
to government requests for documents and developing criteria for evaluating e-records
technology support alternatives.
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3. Managing Electronic Records in RM Systems
Course Objectives
At the end of this workshop attendees will be able to:
1. Understand the difference between records and non-records in an electronic
information environment.
2. Understand and develop an Information Governance Model that will support the
management of Electronic Records.
3. Understand the role Metadata plays in the management of Electronic Records.
4. Create a Records and Information Management policy that incorporates the use of
Electronic Records.
5. Create Retention Plans that Support Electronic Records
6. Identify the criteria that need to be used for evaluating tools to help support the
electronic records management process.
7. Understand Digital Preservation and Practices Needed to Support It..
Course Format
This is a workshop format with presentations, interactive discussion and exercises, along
with case studies.
Course Topics
Topics shall include:
 Introduction to Electronic Records
o What Are Electronic Records?
o The Technological Framework for Electronic Records Management
o Legal and Organizational Environments
 The Role of Standards and Guidelines
o International Standards for the Management of Electronic Records
 MoReq
 ISO Standards
 The Importance of Metadata
 Records and Information Governance
o Developing Records Policies
o Developing Procedures and Accountabilities
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4. Managing Electronic Records in RM Systems
 Developing a Business Case for Improved Electronic Records Management
 Planning an Electronic Records Management Project
o Conducting the Electronic Records Survey
o What Does it Mean to “Manage” Electronic Records
o Developing Classification Schemes
o Appraising and Disposing of Electronic Records
o Developing Access Policies in an Electronic Environment
 Key Technical Terms and Definitions
 Selecting and Implementing ERM Software Systems
o In-sourced Versus Out-sourced
o Features and Functions
o Today’s Electronic Records Management Software Market
o And What About That Paper????
 Marketing the Electronic Records Management Program
 Managing Organizational Change
 Understanding Key Concepts in Digital Preservation
o Basic Digital Preservation Practices
o Preserving Electronic Records in a Trusted Digital Repository
 What’s on the Horizon and How Your Organization Can Be Prepared for Change
Audience
 Information Management Professionals
 Chief Information Officers
 Legal Staff, Regulatory Staff
 IT & Technical Staff
 Records Managers
 Business Managers
 Consultants, Service Providers
 Implementation Teams
 Information Architects, Archivists
 Administrative Staff
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5.
PRISCILLA EMERY
356 Winchester Court
Longwood, Florida 32779
Telephone: 407-391-8966
Mobile: 703-220-3955
E-mail: pemery@e-Nterpriseadvisors.com or pemery@ecmscope.com
Exceptional Records and Information Management expertise on both the strategic and tactical level
supporting both analog and digital records, along with a deep knowledge of the technologies needed
to manage this information. Has demonstrated leadership in a variety of organizational settings and
has a reputation for fairness, integrity and the ability to get projects accomplished on time and within
budget.
Professional History includes:
E-NTERPRISE ADVISORS, LONGWOOD, FL
President and Founder, July 2000 to Present
Provide compliance- and discovery-oriented consulting and advisory services focused on knowledge, content, records, e-
mail and document management. Clients and projects have included:
EMC/DOCUMENTUM/TRUEARC (FORMERLY PROVENANCE SOFTWARE), Arlington, VA: Provided this records
management software vendor with an in-depth market assessment of its competitive situation as well as provided the
company with an assessment of its strategic plans.
FORD FOUNDATION, New York City: Provided an onsite “quickstart” session educating key organizational stakeholders
on Knowledge, Records, Document and Content management issues and technologies. This involves facilitation of
different departments within the company to identify process requirements, technology architectures and cultural changes
needed to effectively implement content management/document management strategies. Follow-up report with
recommendations generated and delivered to client.
BP GLOBAL AND NORTH AMERICA: Provided the Global Trading Sector of this company with guidance and direction to
improve and standardize its records management procedures, particularly as they relate to physical records. Created
procedures and processes for managing all paper records within this division. Also advised on the appropriate procedures
for managing e-mail as records and helped to develop consistent document hold procedures for the division.
AIIM INTERNATIONAL, Silver Spring, MD.
Senior Vice President, Information Products and Services
Moved up to this position from Vice President, Market Research and Development, and was responsible for developing,
maintaining and effectively distributing the intellectual assets of this International Association.
GARTNER, Stamford, CT
Vice President and Research Center Director,
Electronic Workplace Technologies
Managed the operations of this market research and consulting service. The company focused on providing both vendor
and user organizations with management strategies and technical information on applications that support the document
management process. Imaging, multimedia, e-mail, workflow processing, text retrieval, forms processing and business
process redesign.
P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173
Longdenville, Chaguanas Fax: 1-868-672-7005
Republic of Trinidad & Tobago Email: info@lorsonresources.com
Website: www.lorsonresources.com

6.
Associations and Honors:
 AIIM International Member since 1988 and named AIIM Fellow in 2004.
 Vice Chairperson of the Emerging Technologies Advisory Group of AIIM International 1994.
 Member of National Capitol Chapter of AIIM, Program Chair 2001-2002 Calendar Year.
 Member and Central Florida Liaison for Florida Chapter of AIIM 2002 to present.
 Member of 2001, 2002 and 2003 AIIM Conference Committees. Chair of 2004 AIIM Conference Committee.
 Received Master of Information Technology (MIT) designation from AIIM in 1998 and Laureate of Information
Technology (LIT) in Electronic Imaging from AIIM in 1999.
 Member of ARMA International.
 Delivered presentations focused on e-mail management of records to Greater Houston, Long Island, Gulf Coast
Florida, Central Florida, Washington DC Chapters of ARMA and records management architecture presentations
at ARMA International Conference.
 Received Central Florida Chapter Member of the Year award in 2009
 Member of Xplor International since 1988 and Advisory member of the Electronic Document Systems Foundation
since 1997.
 Association for Systems Management: Connecticut Chapter, Communications Chairperson - 1989-90; Vice-
President - 1990-91; President-elect - 1991-92; President - 1992-93.
 Four-Phase User’s Association: Northeast Region, President - 1983-84; VP - 1984-85.
 Wrote and edited Knowledge Management: The Essentials published in 1999. Also contributed chapters to
Excellence In Practice Volumes III and IV. Also published E-mail Management Tools: Sorting Through the
Options in 2001 with second edition published 2003. Wrote Records Management Market Report for CMSWatch
in 2005 and 2006.
 Named as number 10 of the 50 most influential people in the document management industry by ImagingWorld
magazine (now KMWorld magazine) in 1995.
 Named by CMSWatch as One of Twenty Leaders to See in 2003.
 Published articles have appeared in Beyond Computing, e-doc (now Infonomics), Imaging World (now KMWorld),
SQ Magazine, e-Business Advisor, Imaging and Document Solutions (now Transform), DB2 Magazine and
Business Solutions. Have been quoted in all the prior publications in addition to the Wall Street Journal, the
Washington Post, InformationWeek, PCWeek, Washington Technology, Federal Computer Week,
Computerworld, CIO Magazine and Software Magazine.
P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173
Longdenville, Chaguanas Fax: 1-868-672-7005
Republic of Trinidad & Tobago Email: info@lorsonresources.com
Website: www.lorsonresources.com

7. REGISTRATION FORM
Course title:
Location & Date of course:
Name of participant:
Position/responsibilities:
Organisation:
Telephone: Mobile: Fax:
E-mail:
Postal address:
What kind of background in records work do you have?:
How did you find out about the course?:
I have read and agreed to the conditions for training course registration outlined above.
Signature: Date:
Authorising officer:
Name: Position:
Telephone: Fax:
E-mail:
Signature: Date:
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 7

8. REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:
1. Please ensure registration forms are properly filled out and more importantly authorization/approval for
registration indicated on the form before forwarding to Lorson.
2. All costs quoted are in US$.
3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate.
4. Payments must be made IN ADVANCE.
5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge.
6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. All
other companies please complete an International Wire Transfer. The details will be included on your invoice
from Lorson Resources Limited.
7. A 5% discount shall apply for groups of five (5) participants or more from one organisation.
8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materials
and certificate.
9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY
Substitute participants are permitted for individuals from the same company or organization. Substitution
requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days
before the first day of the registered program.
10. CANCELLATION POLICY
Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any
time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the
event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson
Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs
incurred by customers in making their travel arrangements.
Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special,
consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs of
replacement goods, business interruption and loss or damage arising out of registration for any of Lorson
Resources Limited's courses, programs, workshops or seminars.
ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO:
Lorson Resources Limited
PO Box 2235, 40 Northey Lane, Longdenville, Chaguanas, Trinidad, W.I.
Registrants who cancel their registration at least 15 days prior to the first day of courses will receive a
refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR
SEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY.
All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable.
PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO:
Lorson Resources Limited, PO Box 2235, 40 Northey Lane,
Longdenville, Chaguanas
Trinidad, West Indies
TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005
Email: info@lorsonresources.com
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 8