December 14, 2017

AIIM Awards Nominations Now Open

AIIM announced today that it is accepting nominations for awards to be given at the AIIM18 annual conference in San Antonio, TX. Awards categories include:

  • Company of Fellows (must be nominated by a Fellow)
  • Award of Merit (limited to members of the CoF)
  • Standards Achievement Award
  • Carl Weise Scholarship Award
  • AIIM Leadership Award

Additional information, including past winners, is available at
To submit your nomination, please submit your letter to Jessica Lombardo, Director of Membership (, outlining your reason for nominating the AIIM member and why you think they should be honored in 2018. We will then follow up with the candidate for letters of support and a current CV.

November 21, 2017

Eric A. Packel, in Lexology: Moving Beyond Passwords - Does Your Face Raise Privacy Concerns? Good article - when you use biometrics the thinking is that nobody has your face or fingerprints. But at some point those have to be converted into a digital string to be used as passwords etc. If your password is compromised, you can change it; how do you change your face?
Andrew Pery, on Digital Landfill: GDPR Compliance starts with Data Discovery

November 2, 2017

Information Coalition announces new InfoBOK website, summit

The Information Coalition has posted to Twitter that there is a new site dedicated to the development of their information body of knowledge (InfoBOK). The site is live at; it also notes the scheduling of a 1-day summit to be held March 7, 2018 in NYC.

I certainly wish Nick well in this effort. That said, as I noted in my recent InfoGov17 keynote, I think there are significant challenges with this effort just as with other similar efforts by ARMA, Gartner, and even our own CIP development, including but not limited to:

  • Getting consensus on what a given term/concept means
  • The "SME" gap between those who are experienced enough to meaningfully contribute and the tendency of all of us to base best practices on what *we* know and do
  • The opposite issue, which is the tendency to want to include emergent technologies and processes well before there are any best practices defined or even definable
  • The Boundary issues that are always part of these efforts. No matter what is included, some information management-related topics will be excluded - in the case of the current draft of the InfoBOK for example there is no mention of customer communication management, geolocational/GIS management, COLD/ERM, or engineering drawing management. 
It's also the case that the general idea behind a BOK is to develop an assessment-based credential associated with it. This is obviously a topic near & dear to me as we approach 1500 successful CIPs since 2011; but the information management certification market is already pretty saturated between the CIP and the many deep-dive certifications out there from IAPP (privacy), ACEDS (e-discovery), ICRM (records management), ARMA (information governance), etc. and I'm not sure (yet) that I understand the new ground that this program would cover.

As I noted in that keynote, this is not to disparage the work that's already been done, but simply to note that any BOK is a tradeoff between these sorts of elements, and this is no exception. There are some exceptionally smart and experienced people involved in this effort and I'll be interested to see where it ends up.

October 11, 2017

Inaugural CIP Today Newsletter - Oct 2017

Update: Made public as of Nov 2, 2017.

Welcome to the inaugural edition of CIP Today, a newsletter for CIPs. As the lead developer for the initial CIP and the architect for the current version, I'm pretty proud of what we've done with it in just 6 years: the number of CIPs continues to grow, the percentage of CIPs that maintain it continues to grow, and whenever I talk to CIPs I hear about how it's empowered them within their organization and among their professional peers.

When we started putting this newsletter together, we wanted to make sure that it was relevant to CIPs - the issues you're facing today, the issues on the horizon, and how to ensure that you provide value to your organization. At the same time, the CIP is an individual certification so we need to include things that are of value to you, the individual CIPs reading this. I hope that you will find this valuable, and I welcome your thoughts, comments, and submissions at


Jesse Wilkins, CIP
Director, Professional Development

Standards Update

ISO 32000-2 – Richer PDF File Format
by Betsy Fanning, CIP

Several weeks ago, ISO published ISO 32000-2, PDF 2.0 -- a new version of PDF. What does that mean to you? Let’s take one step backwards before revealing the new things that PDF can do based on this new standard. When PDF was first introduced in the 1990’s, it was considered a proprietary specification that quickly became a de facto standard fully driven by the market and what it’s users wanted. The PDF Specification was proprietary because the development of it was all done by Adobe Systems only. In 2008, that all changed! Adobe offered the specification to ISO to become an international standard. AIIM played a part in making that happen in its role as the secretary to the ISO committee for document management standards and where PDF/A (PDF/Archive) had been previously developed. The PDF Specification was published by ISO in 2008 as ISO 32000-1. It was an exact replica of the then current Adobe version of the specification.

So, what makes ISO 32000-2 or PDF 2.0 so special? This is the first PDF specification that was developed with input from experts from many countries and not controlled by Adobe. At the working group meetings, we had subject experts from 11 countries discussing the specification and working on new features.

You may say, PDF works now, why do we need new features? PDF was not broken and the industry felt the need to for some new things for the file format. These new features are the result of organizations implementing techniques to remove paper from their processes and consequently identifying new ways to use electronic documents. In addition to improvements to the file format, PDF 2.0 also:
  • Allows secured PDF files to be delivered inside a readable “cover letter” document.
  • Provides additional support for rich media annotations, geospatial features, PRC (Product Representation Compact, a 3D format).
  • Gives any PDF document the ability to include machine-readable metadata about the files attached to it.
  • Include source data and other file formats as part of the PDF document.
  • Improved the support of tagged PDF to make PDF files more accessible and easier to repurpose.
  • Updated digital signature features.
  • Supports 256-bit AES encryption
While the working group responsible for this standard is taking a short, well deserved break, it is actively seeking even more new features for the next version. If you have any ideas of what you would like PDF to do that it does not do today, please feel free to contact me, Betsy Fanning, at to share your ideas. [Read more.]


CIP Certification Maintenance:

We've made some quality of life chances to certification maintenance. If you're a CIP, you can now submit your CEUs directly through a web-based form. This form only takes one activity at a time, though, so you'll need to submit another form for each event you do. As with the current PDF form, if it's an AIIM event - webinar, conference, training course - simply report the activity. If it's from a chapter event or another event producer (ARMA, MER, PMI, etc.) you will need to attach some sort of documentation such as a receipt, certificate of attendance, or agenda. And of course the event has to be educational and relate in some manner to the CIP. This blog post explains the recertification process in greater detail.

We're still working on the payment process - more on that below. The form is live.

We're also introducing a new automated process to send out periodic reminders to CIPs that you need to complete the recertification process. We don't want to spam you, but we do want you to be able to complete your recertification in a timely and non-stressful manner, so we're going to send a reminder every 6 months or so, more frequently as your renewal date nears. Look for those emails starting this month.

Preapproval for CIP CEUs:

In addition, if you're an event producer and want to request credits for your event, we have a form available for that as well. The form asks for basic information: point of contact, event name, date, website, # credits requested, and includes a button to upload an agenda. We turn these around pretty quickly. The form is live and available here.

Changes to Fees & Payment Process Effective January 2018:

We've had more than a few former CIPs complain that they were decertified because they didn't know the process, weren't reminded, etc. To address that and hopefully streamline the overall process we're making a number of changes. We already noted the email reminders above; we're also changing the payment process.

1. Effective January 2018, the recertification fee will change from annual payments to a single payment during the three-year term. You can pay that fee at any time, but you must pay it within the 3-year anniversary of your certification date.

2. We're also increasing the member renewal fee to $135. This brings the pricing in line with other AIIM member discount rates and is still a bargain compared to the cost (and stress!) of taking the CIP test again. The non-member rate will remain unchanged. So if you're a professional member (and why wouldn't you be?), if you pay whatever balance is due on your CIP renewal by the end of this calendar year, you'll be paying the current rate. If you wait until 2018, you'll have to pay $135 less whatever you've paid this cycle. Please contact me at with any questions.

AIIM Partners with IAPP:

You may have seen that we've announced a partnership with the International Association of Privacy Professionals (IAPP). Under the terms of that agreement, we'll be teaching several of their privacy courses including CIPP/US, CIPT, and CIPM. Courses will be listed on the AIIM training website as we schedule them. We're working with the IAPP to assign CIP CEUs for all of their courses; in the meantime, if you take or have taken an IAPP course, submit it per the usual process and it will be awarded CEUs.

AIIM Partners with ICRM:

We've also partnered with the Institute of Certified Records Managers. Under the terms of that agreement, the AIIM ERM Master Class will be accepted in lieu of Part 5 of the CRM exam. CRM candidates will still need to pass exam Parts 1-4 and Part 6 to receive the CRM certification. And of course the ERM Master Class is worth CIP CEUs - 26 CEUs to be specific. [Read more.].

BPM Course Updated:

I'm pleased to announce that in September we launched a revised version of our BPM Specialist and Master courses. The course content has been updated to reflect changes in technology as well as changes to practices in the discipline. [Learn more.]

Modern Records Management Course Update:

We're also working to update our ERM course, which we have renamed to Modern Records Management. We're planning to launch the Specialist course in early November. If you want a sneak peek at the course outline, send me a note at

The AIIM Conference 2018

I'd like to personally invite you to attend the AIIM18 conference, scheduled for April 11-13, 2018 in San Antonio, TX. There are a ton of activities that should be of interest to CIPs, including:

  • CEUs! 12.5 for the conference and another 6.5 if you take one of the precon workshops.
  • World-class networking throughout the conference
  • A CIP-only networking session
  • The annual CIP group photo
  • The exclusive CIP T-shirt
  • And more! For more information visit

Share Your Story

As a CIP, I want to know what you're doing and how you're doing it. If you have a story to share, an article you think would be of interest to other CIPs, or even just want to tell your CIP story, send me a note at I can help you write it if needed, and we'll make sure it gets in the next newsletter.

Upcoming CEU Opportunities

Just a reminder that all CIPs have to complete 45 hours of continuing education every three years in order to remain certified. Here are some upcoming AIIM events you might wish to consider:

And non-AIIM events are OK too, as long as they are educational in nature and address at least one topic on the CIP. Vendor demos/presentations/sessions as well. Questions? Ping me at

Key POCs

You have questions? We have answers. Here's where to get AIIM-related information:

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

Update 10/31/2017: This workshop has been preapproved by ARMA for 18.0 IGP continuing education credits - 9 general, 8 IT, and 1 legal.

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.

Updated location: The workshop is being held at the Suncoast Hotel & Casino, 9090 Alta Dr., Las Vegas, NV 89145.

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 or contact Lisa Desautels at

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:

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

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

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

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 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: The submission form:

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

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

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: The submission form:

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