December 29, 2015

The CIP in 2016 Part 1: Revising the CIP

I've been thinking about the CIP a lot lately. Full disclosure: I run the CIP program for AIIM and helped develop the original version in 2011. AIIM canceled it, and then reinstated it, and while I know much of the back story, I will not share any of that here or yet. Rather, I'd like to focus on a bit on what I and AIIM are doing with regards to updating the CIP and how the community can help.

A certification requires a lot more than simply writing a bunch of questions and setting up a web page. In order to launch an update to the CIP, here's what needs to happen, in fairly short order. 

1. Update the outline and coverage. The original CIP was very...lumpy. Records management and BPM were provided the same weight on the exam as webconferencing and instant messaging. We're also going to align the CIP much more closely to the broad, if somewhat informal, body of knowledge we've already developed at AIIM in the form of our Master Classes and certificate courses.  Once the draft outline is done, we will share it with the broader CIP community for feedback. 

2. Develop new exam questions. We will look to reuse good questions from the existing CIP exam bank where appropriate, but we will also need to revise some of them and will need new questions as well. We're investigating different mechanisms for doing this, but there will be an opportunity for CIPs to participate in item writing and review. 

3. Score the exam. A critical part of the development of a certification is to ensure it is psychometrically valid. This basically means that the exam questions themselves are correct, accurate, not misleading, and comport to industry standards and best practices. This process also leads to the development of the passing score, rather than setting an arbitrary score. There is an art to this; many certifications use the modified Angoff method to set the scoring standards

In order to do this we will need people to actually take the exam so we can see how good the items are. Again, more on this to come. 

Every certification goes through a substantially similar process; there is even an ISO standard dedicated to the development of personnel accreditations. This ensures that the certification is developed in a way that is defensible and reliable. 

In my next post I'll discuss some of the other ways CIPs can help push the CIP forward in 2016. 

CMSWire: 2015 Contributors of the Year: Laurence Hart

December 10, 2015

ARMA opens call for presentations for ARMA 2016

ARMA has opened the call for presentations for the ARMA 2016 conference, scheduled for September 25-27, 2016 in San Antonio, TX. They have posted an overview article on their website at which has links to the relevant forms for submitting. Deadline is Feb 8, 2016.

October 9, 2015

AIIM16 call for speakers open

The call for speakers is now open for the AIIM16 conference, scheduled for April 26-28 in New Orleans, LA. The deadline to apply is October 30. Details can be found here; here's the direct link to the AIIM16 speaker submission form.

October 8, 2015

Chris Walker: #ECM isn't Dead

IRMS 2016 call for presentations

The IRMS has opened registration for its 2016 conference, scheduled for 15-17 May, 2016 at the Brighton Hilton Metropole. The conference organizer is also looking for speakers, so if you quality to speak on the topics listed on the program, please contact Reynold Leming.

September 24, 2015 The hidden power of Document Sets in SharePoint

NARA briefing on managing electronic messages 9/29

The U.S. National Archives and Records Administration (NARA) will offer an online briefing on managing electronic messages on Tuesday, September 29 at 1:30 p.m. EDT. To join the briefing:

You do not need to register for this session. Join the session up to 20 minutes before the start time. Space is limited, we encourage you to join the session up to 20 minutes before the scheduled start time.
 Use this information to join:

Join Link:    Click on the session to join.


Phone: 1-877-951-9982


September 22, 2015

Vendor registrations and email accounts

I do a lot of research as part of my training development and delivery. I want to stay abreast of what's going on in my industry, my students' and customers' industries, the ECM/RM/IM industry as a whole, etc.

Many times that means looking to the solution provider community. And many of those require registration, which I think is silly. However, sometimes the resource looks interesting enough that I will go through the rego process anyway.

Which brings me to my rant. An increasing number of these registration pages will not let me register with my main email account because it's a Gmail account. The reason of course is that many of us want the goodies without paying for them - that is, I want to read that white paper without having the vendor a) know who I work for via the email domain and b) contact me. However, I've been on the same Gmail account for over a decade. It is in a very real sense my permanent, primary, best email account because who knows if I'll be at the same employer this time next month? But I know that my Gmail account will work.

So vendors. I understand that you think that content marketing, a paywall, a Hubspot landing page, etc. are ways to qualify me. You're flat-out wrong, but I understand that you think that.  But having me register, and then telling me that my email address is unacceptable, is a great way to ensure that neither of us bothers the other again.

September 21, 2015

Wired: Google Is Two Billion Lines Of Code - And It's All In One Place.
Registration will open soon for SharePoint Fest Denver 2016, scheduled for March 1-3 at the Colorado Convention Center in downtown Denver. The first 50 people to pre-register using the code "PRESALE16" will save an additional $50.

September 11, 2015

The Library of Congress' Digital Preservation Blog: Untangling the Knot of CAD Preservation. This is a huge, huge, very big problem without an easy solution, but this post has some very good links to the best of what we have. H/T Chris Halonen from the RECMGMT-L listserv.

September 8, 2015

Craig Ball: The Virtues of Fielding. In which the esteemed ediscovery expert discusses native vs. non-native production and how the practice of "fielding" tends to affect the process.

August 27, 2015

SharePoint Community: The Big SharePoint 2016 Resource List
Someone on Twitter saw a post about the new thin Oreos and noted that she was still waiting for the triplestuf Oreos. As someone who has bought the doublestuf Oreos, opened them up, and threw away the extra cookies to make a quadstuf Oreo, I had to weigh in. And I was pretty sure I remembered hand-sized oreos from maybe the late 80s-early 90s. Not sure if these are the same thing, but presented for your pleasure: The "Big Stuf Oreo". And see this commercial.

August 25, 2015

Lexology: Social media e-discovery: are your Facebook posts discoverable in civil litigation? Hint: yes, if it would otherwise be discoverable in any other format. Good restatement of that with some examples for and against.

Benjamin Niaulin: SharePoint Content Types, Site Columns or Columns. Great refresher about the different ways to create columns (metadata fields) in SharePoint and the pros & cons of each.

August 20, 2015

Mountain Goat Software: Quickly Help Users Identify Their Needs. This is a great lightweight approach to requirements that I plan to start incorporating into my training workshops.

July 30, 2015

Melinda Morales: Illustrating SharePoint Cooperative Governance - But Pretty! Very well-done infographic on the roles & responsibilities needed for effective SP governance.

SharePoint Community: The SharePoint Maturity Model with Expert Melinda Morales. Great interview and filled with a number of links I'm going to check out and post here if warranted.

Just as an aside, I try to link to everything I see Buckley do. Besides the fact that he's clearly wicked smart, I have yet to see him do something - blog post, interview, webinar, whatever - that isn't 100% educational. You'd never know he was a vendor based on his content. Vendors of all stripes, whether products, services, integrators, could learn a lot from his approach.

July 28, 2015

Chuck's Blog: The Trivialization of Enterprise IT. Chuck is one of the good guys and has been doing this stuff for a long time. Via Simon Woodford.

July 22, 2015

Workboard: Interesting article/infographic describing a communication framework for change agents.

July 21, 2015

Parascript issues "Ultimate Document Challenge 2015".
Parascript, the industry innovator in advanced data location, extraction and classification, is opening nominations for businesses to qualify for the ‘Ultimate Document Challenge’. Parascript will review submissions and if one meets the qualifications identified by the challenge, that business will be selected to have its information governance challenge solved at no cost. The challenge is now open for entry from Tuesday, July 21 - Friday, October 2, 2015.
Details available at I think it's a fascinating approach.

H/T Priscilla Emery.

July 15, 2015

Barbara Reed for Image & Data Manager Magazine: Navigating the Shoals of ISO Standards. Provides a detailed explanation of the current status of the ISO 15489 update.

June 30, 2015

April 30, 2015

Shape Magazine: 13 Simple Ways to Amp Up Your Pushup 

Note that they did it as a slideshow, which I hate, loathe, detest, excoriate, eschew, and otherwise am disinclined to link to. But it is good content. Sigh.
Shape Magazine: Master This Move: Plyo Pushup

April 2, 2015

Lubor Ptacek: They Should Be Business Tools. Lubor makes the point that there are a number of technologies ostensibly targeted at the consumer space that might actually be better positioned for the enterprise. Great article, I can only hope some of the names named read and reconsider.

March 31, 2015

Breaking Muscle: The 3 Types of Grip and the 8 Ways to Train Them.

Breaking Muscle: The 3 Types of Grip and the 8 Ways to Train Them. Gonna start mixing in some fitness posts, primarily so I can post more regularly but also so I can actually find them again later.

March 10, 2015

CloudHQ: Box announces FINRA compliance and file-retention features in financial services push

Google+ Hangout on Email, IG, and Hillary Clinton

I've been invited to participate in a Google+ Hangout on email, IG, and the revelations about Hillary Clinton's private email usage. The hangout will be hosted by Mimi Dionne and CMSWire. All the gory details including registration can be found here: You may also be able to follow using the hashtag #clintonemail.

February 20, 2015

Update to upcoming events part 2- athletics

And this is a new irregular update on the various runs, mud runs, and obstacle course races I hope to complete.

May 2-3: Colorado Military Spartan Sprint, Colorado Springs, CO

June 13: Spartan Breckenridge Beast, Breckenridge, CO

August 1-2: Rugged Maniac, Lakewood, CO
August 15: Dirty Dash, Fountain, CO
August 15: Warrior Dash, Frisco, CO
August 22-23: Insanity Run, Larkspur, CO

Oct 30: The Zombie Run, Erie, CO

I also need to do a Spartan Super for the trifecta. Most likely candidates:
July 18, Pennsylvania
Aug 15, Chicago
Aug 22, Virginia
Sept 12, Tri-State (NJ)
Oct 10, Atlanta

Finally, my wish list if I can make the travel work with a course or speaking gig:
August 1: Spartan Sprint, Washington DC
October 24: Greater DC Area Battlefrog OCR Series 2015

Update to upcoming events part 1 - IM industry

Another irregular update to events that I am either conducting, participating in, hope to attend, or that are of interest to me in some way and for some reason.

March 3-6: AIIM ECM Master Class, San Francisco, CA (confirmed)
March 16-21: AIIM 2015 Conference, San Diego, CA (confirmed)

April 14-16: AIIM ECM Virtual Master Class
April 20-23: Private class, Washington, DC
April 28-May 1: AIIM ERM Master Class, Chicago, IL

May 5-8: AIIM ECM Master Class, Calgary, AB
May 16-20: MER Conference, Chicago, IL (confirmed)
May 25-27: ARMA Canada Conference, Calgary, AB

June 2-5: AIIM ECM Master Class, Silver Spring, MD
June 23-26: AIIM ERM Master Class, Silver Spring, MD

August 8: NIRMA ERM Preconference, Las Vegas, NV
eLearning Industry: 17 Awesome Resources on Micro-Learning
eLearning Industry: Go Engage the Modern Learners. Here's How.
Meet the Modern Learner (infographic).

February 8, 2015

Ralph Losey: Information Governance v Search: The Battle Lines Are Redrawn

This is an important (and LONG!) post and I think I'm closer to Ralph's position than the alternative. Given the explosive growth in information, and the continued and growing tension between disposition and Big Data's "save-it-in-case-we-need-it" position, I think Ralph is on to something here.

February 6, 2015

The Verge: Keurig's attempt to 'DRM' its coffee cups totally backfired. Reason number 1,048,576 why DRM is a terrible, horrible, no good, very bad idea nearly 100% of the time.

February 3, 2015

Don Leuders: The Automated Information Lifecycle Management Model: Part 2 – Records Management at a Tipping Point

Agree with the tipping point part and I know the two vendors listed have some good stuff (as do others) but hoping the next update or two have a bit more "there" there. The information professionals out there get the tipping point part but need to know how to address it effectively - and "buy software" isn't the answer by a long shot.

Slide shows

Dear marketers and their web design minions,

If you think your article on the "Top 10 Reasons to Do X" will get more clicks because it's in a snazzy slide show, with one picture/article per reason, it won't. So don't do it.

And if you prolong the agony by making it 4-5 slides with 1 pithy line of text per slide, I hope you die in the fire of a thousand suns.

January 22, 2015

ARMA Houston 2015 Spring Seminar Call for Speakers

ARMA Houston is soliciting speakers for its annual Spring Seminar, scheduled this year for April 21-22, 2015. Proposals are due by Jan 31; additional details available at

Emmitt Leahy Awards Nominations Open

From the nominations and applications page:
Any living individual who has had a major impact on the field of records and information management is eligible to be nominated. Nominations may be submitted by any individual, organization, or institution.  Nomination letters should be sent electronically to Ken Thibodeau, Chair of the Leahy Award Committee ( by March 1, 2015. 
More details and past winners available at

White papers and registration

Since this is my own personal blog, I get to do what I want with it within my own ethics and values. One of the things I like to do is link to resources I find useful and that I think would be of value to my colleagues in the information management industry. I don't care whose name is on the cover of a white paper - association, vendor, analyst, consultant, fishmonger - but rather the value of its contents.

In order for me to link to a resource, I have to be able to see it. That is, I don't just post links to random resources that sound interesting - I read it first and link based on that.

I am also against the practice of requiring registration in order to access those resources. That's one of the most significant points of value and differentiation I find in blogs in fact. So that means that if a resources is gated behind a registration wall, even one as simple as name and email address, I won't review it and I won't link to it regardless of the source.

I know why content providers do this - there are a number of reasons in fact depending on the organization.That's their choice to keep content out of the public discourse. But it's my choice to disregard content that isn't freely available. After all, to paraphrase the oft-heard quote, "if you aren't paying for the product, you are the product." I'd rather they be honest and put a price or microprice tag on it, or provide it as part of a subscription model.

Comments welcome; however note that this is my opinion and does not reflect any position of my employer, past, present or future. Note also that you are quite unlikely to change my mind.
CGOC: Information Governance Needs to be Part of the Strategic Discussion.

January 20, 2015

Call for Nominations for the Carl E. Weise Scholarship Award for Information Governance

Pleased that AIIM is recognizing our late colleague Carl Weise with this new scholarship.

Details are available at The deadline to apply is February 15.
McKinsey: Fully networked organizations achieve higher technology impact from their social-technology use than others, even in unexpected areas.