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  <title>Managing records</title>
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   <dateIssued>2003</dateIssued>
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  <extent>xiv, 318p. : ill., tabs., indexs. 23 cm.</extent>
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 <note>Offering practical advice on the use of records staff, media and technology, the manual is designed to be of use to LIS and other organizations wishing to introduce better practice into their routines for managing records and other corporate information resources.

Table of Contents :

1 Understanding records management 1
Defining the key terms in records management 1
The life of the record 5
Records as evidence and as sources of information 10
Records, documents and data 13
Records management and related disciplines 17
Managing paper and electronic records: the hybrid environment 20
Records management programmes, systems and standards 22
Managing the life of the record 27
2 Analysing the context for records management 30
Using analytical techniques 31
The organization and its environment 35
Understanding organizational cultures and structures 41
Understanding organizational systems, functions and activities 49
Analysing and modelling systems 57
Elementary and aggregated records 64
Surveying records and records management systems 66
From analysis to implementation 70
3 Classifying records and documenting their context 72
Understanding the context of records 72
Designing a classification scheme 74
Organizing and classifying records in paper-based systems 81
The architecture of a paper records system 86
Metadata for paper records 89
Classifying electronic records 91
Classifying records in hybrid systems 99
4 Creating and capturing records 101
Principles of records creation and capture 102
Creating records 105
Capturing records into a records management system 108
Ensuring that records are captured systematically 112
Capturing records of routine processes 114
Capturing records of creative processes 115
Capturing information products in a records management system 124
Capturing data records and datasets 127
Capturing dynamic digital objects 128
Registering records 130
Assigning unique identifiers 134
Assigning metadata 138
5 Managing appraisal, retention and disposition 146
The need for retention controls 146
The development of appraisal: theory and practice 147
Appraisal strategy: a framework for decision making 153
Appraisal criteria 155
Documenting and applying retention decisions 162
Reviewing retention decisions after the creation of records 166
Retention of &amp;#x91;legacy&amp;#x92; records 169
Disposition 170
Quality control and documentation 171
6 Maintaining records and assuring their integrity 173
Storage systems for paper records 173
Establishing and managing a records centre 175
Options for electronic records 182
Managing archives 183
Managing records
vi
Selecting and using storage media and equipment 184
Storage location control 188
Conversion to an alternative medium 190
Preserving electronic records over time 194
Protecting records against loss, misplacement or alteration 201
Threats and hazards: risk assessment and reduction 208
Business continuity planning 209
7 Providing access 216
Meeting the needs of users 216
Approaches to retrieval 221
Confidentiality and rights of access 239
Managing external access to records 242
Archival services 243
8 Implementing records management: practical and managerial issues 246
Getting started 246
Developing records management programmes and systems 249
Maintaining the impetus 266
Recording records management 268
Conclusion 270
Appendix A
Bibliography and sources of further information 273
Records management websites 273
General works in print 274
Journals 276
Selected further reading on specific topics 277
Appendix B
Select list of national and international standards 295
Appendix C
Professional organizations for records managers in English-speaking countries 299
Index 303
Contents
vii&#13;
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