Managing Vital Electronic Records for Risk Control, Business Continuity, Governance & Compliance

by Robert F. Smallwood


​e-book (PDF)
US $49.00

Managing Vital Electronic Records for Risk Control, Business Continuity, Governance & Compliance

by Robert F. Smallwood, E-Records Institute


Vital Records are the core of required records needed for your organization to function. This crisp Management Primer - printed in FULL  COLOR - neatly lays out Vital Records fundamentals and then goes further by harvesting a wide range of research and Best Practices for managing vital e-records and distills it clearly and concisely for you. Vital records programs and practices from around the globe are surveyed and analyzed to help your organization to create, update, maintain, audit and test your vital records program. Some of the latest technologies such as cloud computing are analyzed, and critical legal statutes and regulations are considered and presented in a readable, digestible format. This Management Primer is packed with the latest advice and information on establishing and maintaining a vital records program specifically for e-records. Varying approaches are presented, and a step-by-step process is laid out and explained in this current guide, researched by a leading expert in the field.

Cloud Computing for Electronic Records Management: Evaluation and Deployment Issues

by Robert F. Smallwood, E-Records Institute


This Management Primer on utilizing cloud computing for records management provides up-to-date insights in this fast-changing technology area. Printed in FULL  COLOR for improve readability, it cites key developments and trends, and helps the reader to digest and understand their context and impact on records management for organizations. It provides practical "how to" advice on the best uses for cloud computing in an overall records management program, making sense of all the noise and technology surrounding cloud computing. It goes further and provides records retention scheduling and vital records management advice and steps. This critical guide is a MUST for organizations today, and a key records management training resource. Printed in full color, the easy-to-read format helps make this rather technical subject understandable.

Records Management & Information Governance for SoMoClo: Social Media, Mobile Devices & Cloud Computing Policies & Best Practices

by Robert F. Smallwood, Institute for IG


"SoMoClo" - short for Social, Mobile and Cloud - are three facets of the same movement and an everyday reality for consumers and businesses. The momentum is undeniable and the changes in technology and the business environment make it difficult for organizations to develop successful, practical Information Governance (IG) policies and records management (RM) practices. This Management Guide - printed in FULL  COLOR for easier reading - is written in clear, concise terms to assist managers in analyzing and formulating meaningful and effective policies. It also goes into detail on RM Best Practices that are emerging to help manage the morass that is SoMoClo in today's business environment. You will read about social computing trends and tools, mobile device BYOD policies, and cloud computing caveats and considerations. Further, this new Guide contains the direction you need to grapple with the realities and challenges of SoMoClo. Take a test drive by previewing the publication and then order and download today!

Records Management & Information Governance for SoMoClo: Social Media, Mobile Devices & Cloud Computing Policies & Best Practices

by Robert F. Smallwood


​e-book (PDF)
US $59.00

Privacy & Security Considerations for Information Governance

by Robert F. Smallwood, Institute for IG


This Management Guide covers privacy and security issues for Information Governance (IG). It reveals potential sources of data and document leaks, and pinpoints information technology and policy solutions to counter threats. Printed in FULL  COLOR for easier reading, technologies such as data loss prevention (DLP), information rights management (IRM), document analytics, database monitoring, identity access management, and more are discussed, and solutions are offered. It also covers privacy issues and major laws and considerations for keeping certain information, such as personally identifiable information (PII) private. A critical resource for records, compliance, risk, and information governance professionals, preview the Table of Contents and get your Management Guide today.

Big Data and the Information Governance Imperative

by Robert F. Smallwood


​e-book (PDF)
US $59.00

WHITE PAPERS & REPORTS

Metadata Management, Standards & Strategies for E-Records

by Robert F. Smallwood, E-Records Institute


This research report and Management Guide  - printed in FULL  COLOR for easier reading - covers all aspects of metadata management for electronic records. It makes a challenging subject more understandable and is written in plain language for managers and practitioners to draw upon. It begins with basic definitions, provides current information on the various standards (including Dublin Core metadata, ISO 23081, GILS), not only internationally but also in specific countries, including the U.S., Canada, U.K. and Australia. This fresh new resource will help your organization assess key considerations in crafting your metadata strategy, and it offers specific steps and advice. Metadata management is a critical aspect of Information Governance which helps people in your organization find more relevant documents and records to help support decision-making and legal demands. You cannot afford to be without this unique and current resource!

Metadata Management, Standards & Strategies for E-Records

by Robert F. Smallwood


​e-book (PDF)
US $49.00

Cloud Computing for Electronic Records Management: Evaluation and Deployment Issues

by Robert F. Smallwood


​e-book (PDF)
US $49.00

Sharepoint 2013 Records Management

by Robert F. Smallwood


​e-book (PDF)
US $89.10

Information Governance for Legal Functions, RIM, and I.T.

A Comprehensive Guide

by Robert F. Smallwood, Institute for IG


Here it is: the first publication to describe the details of Information Governance (IG) as it applies to Legal functions, records and information management (RIM), and Information Technology. This new Management Guide - printed in FULCOLOR for easier reading - will help organizations to coordinate the efforts of these key stakeholder groups in an overall IG implementation strategy. Packed with solid information and critical insights, this publication demystifies the topic of IG and puts it into real, actionable terms. A must read for those involved in IG efforts, this 160+ page comprehensive resource spells out not only the 'what' and 'why' - but the how' of Information Governance with experienced advice and Best Practices. Preview this Guide today!


Information Governance for Legal Functions, RIM, and I.T. 

by Robert F. Smallwood


​e-book (PDF)
US $59.00

Privacy & Security Considerations for Information Governance

by Robert F. Smallwood


​e-book (PDF)
US $49.00

Inventorying Electronic Records:  A Management Guide

by Robert F. Smallwood


e-book (PDF)
US $99.00

Inventorying Electronic Records:  A Management Guide

by Robert F. Smallwood,  E-Records Institute 


New guidance that differs from past approaches proffered by experts is offered in this publication. The records inventory is the crucial step in developing retention schedules, and uncovering records management inefficiencies. Inventorying e-records is particularly challenging. This guide provides the detailed roadmap needed to conduct an inventory of records, including electronic records. It helps to form the goals, purpose and scope of the inventory, and it goes further into the details of survey development and interview techniques, providing real-world examples. It will help the practitioner or project lead to plan, organize, gain support, and carry out the records inventory. It offers several models, including recent recommendations from the National Archives and Records Administration (NARA), and the government of the U.K. It also includes guidance from GARP (Generally Accepted Recordkeeping Principles). Printed in FULL  COLOR for easier reading, this guide is an essential tool for all records managers.

Everything You Wanted to Know About TAXONOMIES

by Robert F. Smallwood


​e-book (PDF)
US $79.00

Retention & Disposition Schedules for E-Records

by Robert F. Smallwood


​e-book (PDF)
US $99.00

Business Classification Schemes for E-Records

by Robert F. Smallwood


​e-book (PDF)
US $69.00

Evaluating and Selecting Electronic Records Management Systems

by Robert F. Smallwood


​2011, e-book (PDF)
US $99.00

SharePoint 2013 Records Management

by Robert F. Smallwood, E-Records Institute


This comprehensive Management Guide - printed in FULL  COLOR on high quality paper for readability - begins with a SharePoint overview and then details the key new features in SharePoint 2013. It then provides rich, specific detail on the improvements and additions made for records Management (RM. You'll get crucial details - including screen shots and administrative functions. This Guide goes even further and delves into the RM improvements that were made in SP2010, and comparisons to MOSS 2007, so the reader may see a historical perspective of the SharePoint platform. It ends with strong advice for project planning and implementation. This is a 'must have' resource for records managers and SharePoint administrators! Take a free preview of the Table of Contents, Executive Summary, and sample pages and see what this incredible training resource has to offer.

Managing Canadian Electronic Records: Standards, Best Practices & Implementation Issues

by Robert F. Smallwood, E-Records Institute, IMERGE Consulting


This hardcover Canadian E-Records Management Guide - printed in FULCOLOR for easier reading - is the most complete publication available today covering Canadian e-records issues, laws, and Best Practices. It includes a comprehensive review of Canadian electronic records regulations, standards, Best Practices, and project implementation issues, researched by experts. It also covers vital records, digital preservation strategy, and leveraging Microsoft SharePoint for RIM. It includes taxonomy development, and tips for "green" records management. It goes further and outlines the key principles and issues in Canadian e-discovery, according to Canadian law, as advised by attorney Ken Chasse. Co-authored by Vigi Gurushanta, who served as national President of Canadian Information and Image Management Society (CIIMS), and served as Chairman of Canadian General Standards Board (CGSB) Standards Committee on Electronic Records as Documentary Evidence; he also was a member of ISO and AIIM Standards Committee on Evidentiary Support and Document Imaging Standards; and Robert Smallwood, industry expert.

Managing Canadian Electronic Records: Standards, Best Practices & Implementation Issues

by Robert F. Smallwood


​hardback (or e-book PDF)
US $99.00

Evaluating and Selecting Electronic Records Management Systems

by Robert F. Smallwood, E-Records Institute


This 80+ page MANAGEMENT DECISION GUIDE is packed with expert advice on making prudent electronic records management (ERM) systems decisions for successful projects. This recent publication covers 17 leading ERM software vendors, including recent acquisitions and consolidations, and a new Google Apps 'RM in the cloud' vendor. It lays out the entire evaluation, selection and contract negotiation process. Robert Smallwood, Executive Director of the E-Records Institute and Partner with IMERGE Consulting has over 25 years experience in systems evaluations, contract negotiation and project implementation. He has never overseen a project that has failed and your organization can benefit from his insights and expertise.

Big Data and the Information Governance Imperative

by Robert F. Smallwood,  Institute for IG


This Management Guide addresses Big Data trends and offers Information Governance (IG) approaches to manage and succeed in the face of overwhelming amounts of data. With e-discovery costs soaring, business needs dictate that IG be implemented to shrink the information footprint of organizations so that they may derive business value from clean, trusted data. Printed in FULL  COLOR for easier reading this publication helps managers better understand IG by defining it and comparing it (with examples) to data governance and IT governance. An essential guide for today's managers, written in clear, understandable language, preview this publication and invest in educating yourself to manage and succeed in the era of Big Data. Download now!


Advanced Topics for Records Managers

by Robert F. Smallwood


​e-book (PDF)
US $99.00

Everything You Wanted to Know About Taxonomies

by Robert F. Smallwood, E-Records Institute, IMERGE Consulting


This publication takes a fairly complex subject and lays it out simply, and understandably, in a clear way. The report provides the latest trends and Best Practices for taxonomy development -- but goes further and shows how taxonomies are built in SharePoint for e-records and document management. For professionals who want current, rich detail on taxonomies, folksonomies, metadata management, social tagging, tagging vs. taxonomies and the latest from thought leaders on implementing corporate taxonomies, this easy-to-read Management Guide, filled with examples, screen shots and breakout boxes of key points, is an essential resource.


Business Classification Schemes for E-Records

by Robert F. Smallwood, E-Records Institute, IMERGE Consulting


This new Management Guide covers the definition, design, development and implementation of business classification schemes (BCS) for e-records systems. It discusses functional BCS vs. social or ad hoc BCS; it touches on thesauri and classification methods, and delves into classification tools and techniques. This report provides great detail on taxonomy development, the key underpinning of an implemented BCS. It goes much further and provides the rich detail needed for applying a BCS to an organization's electronic documents and records, including SharePoint 2010 metadata management and e-records capabilities. The most current and complete BCS guide available, it is an essential resource for anyone dealing with e-records. Check out the Table of Contents and buy your copy today!

Advanced Topics for Records Managers

by Robert F. Smallwood, E-Records Institute, IMERGE Consulting


Records Management (RM), e-document security, and Information Governance (IG) have moved into the forefront of compliance, governance and litigation preparedness efforts due to changes in regulations and the business environment. New developments, like cloud computing and social media have created challenges—and opportunities—for records managers. And the recent WikiLeaks scandal highlighted the importance of IG and e-document security. Records management professionals can leverage their training and education in today’s competitive environment to move ahead. This Intensive Training Guide will assist senior records managers, aspiring mid-level records managers, and others involved in Information Governance, electronic records and e-document implementations to better run their IG and records management programs, and to make intelligent, informed decisions.

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Information Governance Education

Retention & Disposition Schedules for E-Records

by Robert F. Smallwood, E-Records Institute


This  FULL  COLOR Management Guide lays out in great detail the rationale and steps for developing retention and disposition schedules for e-records and all records (including paper and all other media). A clear, step-by-step process is laid out in this new comprehensive Management Guide. It cites GARP® as guidance and includes sections on records inventorying, retention principles, event-based retention and disposition, retention schedule benefits, scope, and key tips in collecting data from surveys and interviews. It also covers how your organization's Business Classification Scheme (BCS) and taxonomy come into play, and key things to know about SharePoint 2010 taxonomy and metadata management. The is a critical resource for all records, risk, IG, and compliance managers. Check out the Table of Contents and preview a sample -- then buy this complete Management Guide today!