October 11, 2017

Marco Klindt: PDF/A considered harmful for digital preservation. The author notes in section 1.1 that his title is "a bold and provocative statement." But it's a good read, if a bit technical for many readers in the middle bits. And if it does serve to start discussion, especially around some issues like redaction, I think that's a good thing. Will be watching for any other responses on Twitter.
WBT Systems: How to Continue the Conference Learning Experience. Lots of this could be applied to training courses as well.

October 3, 2017

Ride the Lightning: DOJ Attorneys Foul Up Redaction, Jeopardizing Case I talk about this regularly in my ECM and ERM classes. From the story Sharon linked to:
In the inadequately redacted portions of the brief, the prosecutors described the content of Black’s interview with the FCA. One sentence was highlighted in black and written in a gray font that was clearly legible. Other portions of the brief were blocked out with what appeared to be black highlighting but were easily read by copying and pasting the contents of the brief into another text document. Word searches of the document returned text that was barely hidden behind the faulty redactions.
I can maybe sorta see someone clueless about redaction using a black highlighter on black text. How do you black highlight gray text that is still clearly legible and leave it that way? Maybe DOJ needs to take my ERM workshop in October.

October 2, 2017

Graphic Imaging Services to offer CIP workshop in Las Vegas, NV

I am pleased to announce that Graphic Imaging Services, a provider of document imaging services in the Las Vegas, NV area, will be hosting a special Certified Information Professional (CIP) Preparatory workshop in Las Vegas January 9-12, 2018.

The workshop will be taught by Pam Doyle, CIP, a world-renowned expert in information management. The workshop itself will run Jan 9-11 with the onsite proctored exam being delivered on Friday, Jan 12.

The workshop is being held at the Innevation Center at SWITCH, 6795 S Edmond Street, 3rd Floor, Las Vegas, NV 89118.

This course is being made available at the incredible price of $995. The registration fee includes:
  • 3 days of instruction delivered by one of the best information management experts in the industry
  • Access to the online CIP prep workshop materials for 6 months
  • Classroom handouts & materials
  • The CIP study guide
  • The CIP exam fee for one exam
For more information or to register, please visit http://graphicimaging.net/event-id/2017-certified-information-professional-training/ or contact Lisa Desautels at Lisa01@graphicimaging.net

September 10, 2017

Activity 9/9: 5k walk with 10# weight vest and 10# backpack

September 6, 2017

ICRM announces CRM-Federal Specialist

Title says it all. Requires 1 year documented experience in U.S. Federal records management and be a CRM in good standing.

Press release: https://www.icrm.org/crm-federal-specialist

September 1, 2017

Don Lueders: AIIM and the ICRM Announce Important New Strategic Partnership

CompTIA announces retirement of CDIA+

From the announcement

The CompTIA CDIA+ certification retires December 1, 2017. CompTIA will not renew or replace this certification exam. Anyone studying for the CDIA+ certification exam is encouraged to complete their studies and seek certification prior to December 1, 2017.
Vouchers already purchased for either exam will be valid through the retirement date as noted above. Exam vouchers not used by the retirement date will expire and become void.
Although these exams will be retired, anyone who has received their certification will remain CompTIA certified, good for life.
This is not the first time this has been announced actually - think they did so in 2010-2012 timeframe and the pushback was sufficient to resurrect it. But in the last 10 years or so it's always been a bit of an odd duck combining producting imaging planning, basic project management, and technical minutiae which is no longer relevant - for example calculating the image size of a TIFF based on resolution, color depth, and compression algorithm used. 

It's the end of an era - my involvement with the CompTIA CDIA+ exam development process introduced me to a broader world outside of IMR and really got me started in certification and training.

H/T: Pam Doyle

AIIM and ICRM Partnership FAQ

With regards to the ICRM - AIIM partnership, here are some questions I've anticipated.

What does this mean to the quality/standards/caliber of the CRM? We believe that this does not detract from the quality or standards of the CRM in any way. AIIM has offered the AIIM ERM Master Class since 2006, with regular updates. It was developed in accordance with ISO 15489, ISO 26122, ISO 23081, MIKE2, and a number of other industry standards and guidelines. The ERM Master Class consists of more than 20 hours of educational content; the instructor-led course supplements this with activities, exercises, case studies, and  practical discussion and engagement.

The updates in 2009 and 2013 were completed by a CRM - me - though in full disclosure I was only a candidate when I started the update in 2009.

AIIM remains committed to delivering a robust, rigorous course that remains highly relevant to all records managers and especially CRAs and CRMs. And as noted above, candidates will still have to complete Parts 1-4 and Part 6. This just represents another path to complete Part 5.

How do CRM candidates report they have completed the ERM Master Class? AIIM and the ICRM will do a one-time crosswalk to identify CRM candidates who have also completed the ERM Master Class in the past. Moving forward, candidates will need to report completion of the ERM Master Class within 6 months of completion, as is the case with other CMP credits. If you're not sure whether you completed the ERM Master Class requirements, contact me directly at jwilkins@aiim.org.

How do CRMs/CRAs access the member discount for AIIM training courses? AIIM has provided a discount code that will be made available to ICRM members.

Do the discounts apply to any other AIIM products? No, at this time the Professional Member discount is only valid for training courses. However, AIIM Professional Membership is highly valuable to records managers beyond the discounts - I have been an AIIM staff member for almost 7 years and I still pay, out of pocket, every year to maintain my Professional membership (as I do with my ICRM and ARMA memberships). I encourage anyone interested in learning more about Professional membership to contact me directly at jwilkins@aiim.org.

Does this also apply to the ERM Practitioner or Specialist? No, the candidate must complete the ERM Master. Students who have previously completed the ERM Practitioner or Specialist can complete the ERM Master either online or by attending the final two days of any instructor-led ERM Master Class. For more information contact me directly at jwilkins@aiim.org.

Does this apply to the online ERM Master Class? Yes. The online ERM Master Class covers the same information and all other requirements as the instructor-led class.

If you have other questions, ping me at jwilkins@aiim.org and I'll answer them and probably add them to this FAQ. 

AIIM and ICRM Partner to Advance Records Management Best Practices

I am pleased to announce that AIIM and the ICRM have established a strategic partnership to advance best practices in records management. Under this partnership, CRM candidates have the option to take the Part 5 exam or complete the AIIM ERM Master Class and have it count for the Part 5 exam. Candidates will still have to pass Part 1-4 and Part 6 in order to become CRMs.

AIIM courses and events will continue to be eligible for CRM continuing education (CMP) credits per longstanding practice. In addition, CRMs and CRAs will be able to access AIIM training courses at the AIIM Professional member rate.

Here's a link to some frequently asked questions (FAQ) about this partnership: 

Here's the full text of the press release: 

The Association for Information and Image Management (AIIM) and the Institute of Certified Records Managers (ICRM) Partner to Advance Best Practices in Modern Records Management
AIIM contributes technical module to ICRM body of knowledge

Silver Spring, MD, September 1, 2017 – AIIM and the ICRM announce the establishment of a strategic partnership to advance best practices in Records and Information Management (RIM) through professional certification and training.

This partnership will serve the RIM community by creating new paths to ICRM certification while maintaining current standards and ensuring that the ICRM exam, in particular Part 5, encompasses current technologies and RIM best practices.

ICRM candidates who successfully complete the AIIM ERM Master designation can now receive credit for passing Part 5 of the ICRM exam. CRAs and CRMs will also receive special access to other select AIIM education courses and resources to meet their ongoing continuing education requirements.

Jesse Wilkins, Director of Professional Development at AIIM, noted that "The pace of technological innovation continues to increase, and with it the challenges presented to the records professional.  We believe that the AIIM ERM Master Class provides a timely and relevant path to modern records management and the best approach for addressing current challenges.  We respect the ICRM path to excellence and we are pleased to contribute to that process."

“For more than 40 years, the ICRM has proudly set the standard by which RIM professionals could be measured, accredited and recognized according to criteria of experience and capability established by their peers. We are excited to add AIIM as one of our strategic partners and to recognize their ERM Master Class as one such standard for demonstrating knowledge of the topics on the ICRM Part 5 Technology exam.” said Wendy McLain, President of ICRM.

Details on the AIIM ERM Master Class are available here.

Details on the CRM are available here.

About AIIM
AIIM has been an advocate and supporter of information professionals for 70 years. The association’s mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. AIIM is a global, non-profit organization that provides independent research, education, and certification programs to a diverse community of information professionals. 

Jesse Wilkins, CIP, CRM, IGP, CEDS
+1 (202) 649-0270

About ICRM
Founded in 1975, the ICRM is an international certifying organization of and for professional records managers. The Institute confers three designations: the Certified Records Manager (CRM); the Certified Records Manager/Nuclear Specialist (CRM/NS); and the Certified Records Analyst (CRA). 

ICRM Administrator
(877) 244-3128

August 29, 2017

FileFacets: What is PII? What Should We Do About It?

Reminder: AIIM18 call for speakers is open through Sept 29

Just a reminder that the call for speakers for the AIIM18 conference, scheduled for April 10-13, 2018 in San Antonio, TX is open. As in previous years, speakers must be end users; while vendors are allowed to participate, those speaking spots are only available as part of a sponsorship package.

Speakers will receive a complimentary conference registration, but their travel and any additional registration items such as preconference workshops are not included and are at their own expense.

Deadline for submissions is September 29th. More details: http://www.aiimconference.com/page/1304496/call-for-speakers. The submission form: https://gzclelland.wufoo.com/forms/zegego50ck762x/

DSF '18 Issues Call for Speakers

Seems to be the day for it. The Document Strategy Forum has also issued their call for speakers for DSF '18, scheduled for May 21-23 in Boston, MA. Deadline for submissions is Oct 9, 2017; additional details and the submission form are available at https://www.documentstrategyforum.com/page/1310155/call-for-speakers.

MER18 Issues Call for Presenters

The Managing Electronic Records (MER) Annual Conference has opened its call for proposals to speak at the MER18 Conference, scheduled for May 6-9, 2018 in Chicago, IL. Deadline submission is November 1, 2017. Additional details about what they are looking for, and the submission form, can be found at https://www.merconference.com/call-for-presenters.

August 22, 2017

Lane Severson: Digital Transformation Shakes Up ECM Priorities

Rachel Ray's Bacon Apple Crumble Pie

Because I haven't blogged about bacon in a while.


I have made this recipe a couple of times and...yeah. Everyone thinks "ew, bacon and apple pie". I say, "what doesn't bacon make better?" Especially if you used applewood-smoked bacon....

You could make it even more bacon-y by replacing the crumble topping with a bacon weave and putting the cheddar cheese on the crust first, then the apple filling, then the weave.

August 21, 2017

Laurence Hart: Governance Propels the Digital Workplace Forward. Laurence's post is in response to Martyn Perks' post, Goodbye Governance, We Don't Need You Anymore.

It should come as no surprise that I'm much closer to Laurence's position than Martyn's, but it's not reflexive. Rather, I found Martyn's post to be logically inconsistent. I'd posit that what he wants is not a lack of governance, but governance provided in a way that, as Laurence notes, moves the organization forward. In other words, he wants smart governance that aligns to business goals and objectives rather than "a set of deadweight policies that inhibit how staff work." But smart governance doesn't mean no governance; rather, it means balancing what the organization needs to do to meet its needs, including legal and regulatory requirements, with a governance framework that works for employees.

To riff off of Laurence's example, cooking requires a governance framework and lots of governance elements in it:

  • Appropriate temperatures for storing and cooking food, which differ based on the type of food and the ingredients used
  • Appropriate balancing between time and temperature - for example, you can't bake bread at 250 degrees, and you can't cook an edible brisket at 500 degrees
  • Proportional use of ingredients - baking is chemistry as much as it is art, and even a simple salad dressing works best at certain proportions of acid to oil. 
And we could probably add many more. And there is some flexibility in most cooking - who's to say you can't put bacon in an apple pie? But if you stray too far from the practices espoused in the cooking (governance) framework, you end up having to deal with unexpected outcomes or even unintended consequences. So too with information governance in the enterprise. 

August 20, 2017

August 19, 2017

August 17, 2017

AIIM opens call for speakers for AIIM18

AIIM has opened the call for speakers for the AIIM18 conference, scheduled for April 10-13, 2018 in San Antonio, TX. As in previous years, speakers must be end users; while vendors are allowed to participate, those speaking spots are only available as part of a sponsorship package.

Speakers will receive a complimentary conference registration, but their travel and any additional registration items such as preconference workshops are not included and are at their own expense.

Deadline for submissions is September 29th. More details: http://www.aiimconference.com/page/1304496/call-for-speakers. The submission form: https://gzclelland.wufoo.com/forms/zegego50ck762x/

August 15, 2017

AIIM becomes IAPP Training Provider

I am pleased to announce that AIIM and IAPP have entered into a partnership agreement. As part of this agreement, AIIM will teach IAPP certification prep courses including the CIPP/US, CIPM, and CIPT. The inaugural AIIM-taught CIPP/US course is scheduled for October 3-4, 2017 at AIIM HQ in Silver Spring, MD and I will be teaching that course. More details on that course are available at http://www.aiim.org/Home/Education-Section/Public-Classes/2017-October-IAPP-SS.

August 11, 2017

AIIM18 Registration Now Open

AIIM has just announced that registration for the AIIM18 conference, scheduled for April 10-13, 2018 in San Antonio, TX, is now available. More details are available at http://www.aiimconference.com/.
Gerald C. Kane, MITSloan Management Review: 'Digital Transformation' Is A Misnomer

What are your go-to sources for all things RM?

Title says it all. Where do you go to stay abreast of current issues, emerging issues, changes in tech, etc. in records/info management? Twitter? RECMGMT-L? Somewhere else? I ask selfishly but also because I teach a lot of RM/IM/IG stuff and I always want to share these types of resources with attendees. Comment here, sent me an email, Tweet me.

July 27, 2017

Craig Ball: Custodian-Directed Preservation of iPhone Content: Simple. Scalable. Proportional. Interesting, but not sure I agree - the comments (including mine I hope!) are interesting as well.

My contribution: how is using an iPhone backup for preservation any different from e.g. using a PC or system backup for preservation? And there is significant case law in the US that reflects on that approach through the lenses of cost shifting, accessibility of the underlying information, etc.