The effective management and use of organizational records is necessary and remains a key objective of recordkeeping professionals. This class serves as an introduction for archivists to the management and systematic control of modern records in all media formats. This class is designed to provide an overview of the theoretical principles, methodologies and practical administration of a records/information management program. The professional responsibilities of a records manager working in today’s business, government, academic and nonprofit environments will be examined as well as the fundamental functions and proficiencies of the profession. The role and nature of recordkeeping strategies, techniques, and technologies will be explored. Topics include the nature of records, history of recordkeeping; file/classification/taxonomy management, records surveys/inventories; retention and disposition scheduling, legal and policy matters, records storage and access; industry standards; and business continuity planning. The class also examines emerging technology trends and their impact on the records that archival repositories may acquire.
Learning Outcomes
By the end of this class, students will be able to:
Describe the nature of records and the impact that technology has on recordkeeping in contemporary environments.
Identify appropriate industry and international best practices, standards and principles as well as legal & ethical considerations for the management of a record/information program.
Summarize the main functions of a records/information management program as records transfer from active to inactive life cycle status for potential archival care and accountability.
Instructor: Lisa Daulby
Lisa Daulby is a Lecturer at the School of Information, San Jose State University in both the MARA and MLIS Programs. Lisa hold a doctorate/Ph.D. in Information Technology and is a Certified Records Manager and Information Governance Professional. Lisa’s research interests include emerging technology trends and their effect on information management and governance. Lisa is also interested in technology adoption, electronic health information use and exchange, personal information management, and information policy.
