February 26, 2023

How I Pull Together My Fortnightly Events Listings

As I sit here on a Sunday afternoon, working on my March 1-31, 2023 events listing, I thought some of you might be amused and/or horrified by the process I use to put it together. It's a work in progress; I'd certainly welcome any thoughts on how to streamline the process or make the resulting information more useful. 

As with so much of what I do, it starts with a spreadsheet. The current version has 4 tabs:
  • Overview - this lists the association-y sources for events. My current list includes AIIM, ARMA, RIMPA Global, IRMS, InfoAdvocates, MER, NAGARA, and IAPP. 
  • AIIM and ARMA Chapters - just what it says. More detail on this below. 
  • Standing Conferences - this is more for my monthly newsletter. 
  • Vendors - this tab lists vendors who put on webinars that are highly educational and not sales pitches. It's a fairly short list at the moment and includes Contoural, WesternIM, Meru Data, and the Digital Government Institute. I have a number of other vendors I check periodically, but vendors seem to take pride in making it difficult to find their webinars on their websites, and the ones that do, are almost always either product demos or sales pitches. If you think yours should be on my list, contact me at jesse.wilkins@athroconsulting.com WITH A URL that I can regularly check, e.g., somecompany.com/events. Or put me on your mailing list, but again if I don't think it's educational it won't get listed. 
My fortnightly process is as follows: 
  • Delete all information prior to the date of publication, in this case March 1, 2023. 
  • Review my personal and work email accounts for any event announcements. 
  • Check each site listed on the Vendors tab. 
  • Check each site listed on the Overview tab. For AIIM, this means going into the Community (members only), checking the events listed there, and then going to the AIIM website and checking the Events > Upcoming Events page. For ARMA, this means going to the ARMA website and checking the Join & Connect > Events page. 
  • Check the AIIM and ARMA Chapter tab. This is a little more involved and works as follows.
AIIM has 7 chapters listed in the AIIM Community. 3 of these have their own separate chapter websites. I have all of these listed on the AIIM and ARMA Chapter tab. I check the individual Communities and the chapter websites and add any events to the file. 

The ARMA Local Chapters page lists the following: 
  • 14 Canadian chapters, 2 of which have no hyperlinks
  • 2 international chapters, 1 of which has no hyperlinks
  • 69 U.S. chapters, 4 of which have no hyperlinks and 2 of which have merged (Lexington and Louisville)
In other words, of the 85 chapters listed on ARMA's website there are really only 77 I need to check. 

Or is that true? Because, as part of my process, I also check any Facebook or Twitter accounts that I have been able to track down, either because they are listed on the website, or because I found them through a direct search. Not every chapter has FB or Twitter, but most have one or the other. I don't check LinkedIn because generally you have to join a group to see its postings, and this process already takes me 4+ hours twice a month. 

The order, then, is:
  • If there's a website, check the website events page. 
  • If there's no website, or nothing on it, check Facebook. 
  • If there's no FB page, or nothing on it, check Twitter. 
  • If there's no Twitter, or nothing on it, update my spreadsheet with "No events currently listed".  
What this all means is that just for AIIM and ARMA, between the chapter websites, FB, and Twitter, I'm currently checking up to 177 links twice a month. About 1x/quarter I do a fresh search for Facebook and Twitter accounts for the chapters I don't currently have listed. I don't generally check LinkedIn because I have yet to find a chapter posting there but nowhere else.   

I started doing these events listings in January 2022; any chapter that hasn't had a meeting since then, I've arbitrarily decided is probably inactive. So as of the date of this blog post, of the 92 chapters listed between AIIM and ARMA, I only count 71 that have had at least one meeting since that date. However, I still check the other 21 in the hopes that they will have revitalized.

Next, I have a plain text file that I keep updated. Why? Because this strips any formatting off so I don't have to worry about fonts, colors, sizing, etc. 

Now, when I say "Check each site", above, I check the site, and if there's something relevant, it goes into the text file, in date order, on one line, and then I add the URL indented one tab on a second line. If it's limited to members-only, for example AIIM's Records Managers Coffee and Conversation monthly meetings, I denote that in the listing, e.g., 

3/7/2023 - AIIM+, Records Managers Coffee & Conversations - Global Email Retention Policy (members only)
https://community.aiim.org/events/event-description?CalendarEventKey=074084e9-ffe2-4fc4-a5c5-0185ad326456

Once I have what I believe to be the complete events listing, I copy the entire thing into a blog post. I *cut* the URL from below each event, to make sure I'm applying the right URL to the right event, and use the topic of the event as the link, so it looks something like this: 


I then double-check the formatting, add the title, and hit Publish. Once the link is live, I post it to both ARMA communities, the AIIM community, Twitter, and LinkedIn.  In the post I note that if I overlooked anything, I'm happy to add it since it's just a matter of editing the blog post. 

One last note: I don't generally include longer-form events like conferences as I include those in my newsletter. Similarly, I don't include training, both for that reason and because the already-long events listing would more than double in length. 

I'm looking for a way to provide more context, but the blog is a bit limited in what I can efficiently do with that. Ultimately I'd like to add some sort of visual cue to denote: 
  • In-person-only, hybrid, or virtual-only
  • Members-only vs. open
  • Paid vs. free (and that gets tricky - some events are free for members and not for non-members.)
  • Other context that would be helpful? 
So that's it. It's a labor of love, with emphasis on labor! If you have thoughts on how to make this better or more useful, please let me know at jesse.wilkins@athroconsulting.com

February 24, 2023

Lost Luggage: A Story in Governance, Privacy, and Process Automation

Lost luggage. Occupational hazard of the road warrior, right? I feel like I get stung by this more than is statistically likely, but I suppose we all do. I'm long past taking it out on the helpless lost baggage agents - that's a terrible thing to unleash on someone who has no responsibility for, nor ability to do, anything about it. 

But tonight's episode was a little different. Background: I was flying home from a speaking event and had the opportunity to get out a bit earlier on standby. Now, everyone who flies knows that per the FAA, or airline regulations, or something someone believes on their own, your bags Must. Be. On. Your. Flight. You can't fly on a different flight from your luggage. Well, unless the airline decides to. Or something. So in this case, there was a pop-up during the register for standby process that noted that my bags could go out on the standby flight, even if I didn't make it on, so I should check with the baggage claim office upon arrival. 

No problem; I checked my bags in at 1:15 pm for a 5:14 original departure, expecting that my bag would either arrive early, or be on my original flight. I made it on the standby flight. Aside, but relevant: my standby ticket put me in boarding group 4, and they are limited to 1 carry-on that can fit under the seat; moreover, they were already looking for people to check additional carry-ons. So between the two, I gate-checked my second carry-on. 

Boarded. Flew. Landed. Went to baggage claim. Waited. 

The gate-checked carry-on arrived about 10 minutes after I got there. 

After 30 minutes, I checked the app. There's a setting for "Track my bags", so I did. I saw a note with the following message: 

Bag arrived on a different flight. 

We wanted to let you know that your bag will arrive [emphasis mine] on a later flight. To save time and skip the baggage services line, use the United app to set up complimentary bag delivery. You can also call [number] for additional assistance. 

There was a helpful link to set up bag delivery, so I clicked it. As a reminder, this is a link from within the United app, which I was logged into at the time. 

The first field it asked me for was my United Mileage Plus number. 

Then it asked me for the rest of my personal information. 

It asked me to describe the bag. It did already know the claim ticket ID. 

And it asked me for a delivery address. This last I'm of two minds about. What are the odds of someone, based in Denver, flying the second leg of a round trip out of and into Denver, would want their luggage delivered to somewhere other than the address United has on file? It's possible, I suppose, but why not a similar confirmation as "shipping address" and "billing address" being on every form ever? 

I got a confirmation message, with a file reference, a confirmation number, and a bag tag, and the note that "A confirmation email has been sent to JWILKINS13@GMAIL.COM". That was over 90 minutes ago; no email has arrived. Yes, I checked my spam. 

So, some questions, two IG/privacy/process-related and two selfishly relevant probably only to me: 

  • Why does the "deliver my bag" bit require the same information United already has about me? Is it a different system? Pass it through - like you did the fact that my bag has or will arrive maybe. Is it a different vendor? Same same. 
  • Why, for something that people generally get extraordinarily upset about, is there no actual email despite the explicit promise in the message in the app? 
  • When can I in fact expect delivery of my bag, which has, among other things, a medical device in it? I guess I'll be calling that number shortly. 
  • And the big one - how did a bag that I checked in 4 hours early, using the United Premier desk, with actual human beings, not make it onto my flight? 
I did call the number, and it greeted me by first name on pickup, which was a bit creepy, and already knew that my call might be related to a delayed bag. It asked me to confirm last name, and then simply said, "We are searching for your bag and will post an update as soon as it located." Or check the website. Which I did, and it said,  So again, the whole "has arrived" and "will arrive" appear to be garbage at this point.  

Update: about 5 minutes ago, the baggage tracing site (https://www.united.com/en/us/baggage-tracing) has been updated to indicate that "Baggage Received at Airport". Still no email, though....

Interesting update: at 9:30 PM MST I got a text indicating that "Tijan" (name? company?) had picked up my baggage - and that I will be notified when my baggage is sent out. So.... I read this as some non-DIA entity is in possession of my bags but not directly on the way to deliver them? Still no email. 

Final update: Communications improved overnight; I got an email and text combo at 12:30 am that the deliver was on the way, and one at about 6:50 am that the suitcase had been delivered. Which it has! Haven't confirmed contents etc. - that's next. But this whole saga still does have me wondering about their process - there's clearly room for improvement from the privacy, IM, and process automation perspectives. 

February 21, 2023

The Information Management Menu, February 2023

The February 2023 issue of my IG/IM/RM-y newsletter, The Information Management Menu, is now live at https://mailchi.mp/b9e196e15b3f/the-information-management-menu-february-2023Highlights include: 

  • Announcements from the AIEF, ISO, ARMA, and NIST
  • Calls for participation from RIMPA, ACMP, NAGARA, and others
  • A new section listing training providers in the IG/IM/RM industry
  • My recipe for Colorado Porktastic Green Chili
  • 12 conferences and industry events through May 2023

The newsletter is free to subscribe to, and I'll only use your name and email to send it to you. Listing your announcements or events is also free, including for solution providers, consultants, and analysts - as long as they are relevant to me and this audience. For more information about The Menu or anything on it, ping me at jesse.wilkins@athroconsulting.com

February 15, 2023

Upcoming Industry Meetings and Webinars, February 16 - March 15, 2023

Here are the webinars and local events I'm aware of for February 16 - March 15, 2023. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

2/16/2023 - ARMA St. Louis, Protecting and Securing Content within Microsoft 365

2/16/2023 - ARMA Arizona, Considerations for Treating Data as an Asset in Transactions

2/16/2023 - ARMA Detroit and ARMA Mid-Michigan, Archiving War: Lessons from Iraq

2/16/2023 - ARMA Metro NYC, How to Privacy-enable Your Records Retention Schedule

2/16/2023 - ARMA Liberty Bell, Enterprise eContent Strategy

2/16/2023 - ARMA Utah, Are You Certified?

2/16/2023 - AIIM+ Meeting the Challenge, Canadian Privacy & Protection Act (members only)

2/16/2023 - Zasio, Centralized vs. Decentralized Records Management: Which Approach is Best?

2/16/2023 - InfoAdvocates, InfoGov Day 2023

2/16/2023 - Microsoft, Top 5 things State and Local government should do for managing records

2/17/2023 - ARMA San Antonio, Annual Seminar 2023

2/17/2023 - TeachPrivacy, Privacy in 2023: New Developments

2/21/2023 - ARMA Atlanta, The Convergence of Information Governance, Data Privacy & E-Discovery

2/21/2023 - ARMA Central Missouri, Tour of Shelter Insurance New Addition. Contact Lori Grothoff at lgrothoff@orscheln.com for more information or to register. 

2/21/2023 - ARMA Tidewater, Leadership and Teambuilding Skills. Contact Michelle Trader at mtrader@hrtransit.org by February 16 to RSVP. 

2/21/2023 - RIMPA Global, Fusing the Power of Information and People

2/21/2023 - MER Sapient, Valora Technologies, and Gimmal, Don’t Lift & Shift, Lift and Sift! AKA:  How to Migrate Correctly 

2/21/2023 - Information Governance World Magazine and Smarsh, What is a Record: Social Apps, Collaboration, AI– oh my!

2/22/2023 - ARMA Florida chapters, Sunshine Conference

2/22/2023 - AIIM Southwest, Navigating U.S. Privacy Laws Now Aligning with GDPR

2/22/2023 - ARMA Southern California Inland Empire, SCADA Technology - What is SCADA and how does it work?

2/22/2023 - AIIM, Infosource Software and ISIS Papyrus, Enabling End-to-End Business Process Automation: IDP Does The Heavy Lifting

2/22/2023 - IRMS Info Rights, A Post COVID Info Rights World

2/22/2023 - IAPP, State attorneys general on privacy in 2023 and what your business needs to know (members only)

2/22/2023 - Contoural, Who Should Own Records Management?

2/22/2023 - IMCanadaConnect, Are You Ready for RIM Month! Register for this event by emailing: brian.heinz@westernim.com.

2/23/2023 - ARMA Houston, US Secret Service Cybersecurity Seminar: Awareness and Practical Information to Protect Your Organization

2/23/2023 - ARMA Toronto, Virtual Social

2/23/2023 - EnChoice, Coffee Chats with Eugene Stakhov, How to Navigate the Preserve/Destroy Continuum

2/23/2023 - AIIM+ AMA: Creating the Paperless Office on a Budget (members only)

2/23/2023 = ARMA and Access, Unlocking the Value of Document Scanning

2/23/2023 - IAPP, Privacy Operations Management Virtual Roundtable

2/23/2023 - MER Sapient and ZL Technologies, Clean Up File Shares Defensibly   

2/23/2023 - Iron Mouontain, The Global Recession: Impact on RIM & IG

2/24/2023 - NAGARA, 2023 Winter Online Forum

2/24/2023 - RIMPA Global, Bringing the R back in ARANZ and RIMPA

2/28/2023 - AIIM+ Meeting the Challenge, Data Literacy (members only)

2/28/2023 - Hanzo, Best practices for Slack / Teams from IG through Litigation

2/28/2023 - ARMA and Leadership Through Data, All You Need to Know: Be Bold, Be Brave and Deliver an Amazing Presentation

3/1/2023 - ARMA Baton Rouge/Lafayette, Change Management

3/1/2023 - ARMA New Jersey, Strategic Partnerships and Alliances

3/2/2023 - ARMA Triangle, Communicating W/ Privacy Professionals – A Guide for Records Management Professionals

3/2/2023 - IAPP, Building trust in a data-driven world: A collaborative approach to privacy (members only)

3/7/2023 - AIIM+, Records Managers Coffee & Conversations - Global Email Retention Policy (members only)

3/7/2023 - NAGARA, Understanding Residential School Archival Records

3/7/2023 - IAPP, IAPP- EY Annual Privacy Governance Report 2022 (Part 2)

3/7/2023 - MER Sapient and Contoural, Can Automatic Updates to Your Records Schedule Create Compliance Risk?

3/8/2023 - ARMA San Diego, Taking a Journey Through Our Information Universe

3/8/2023 - ARMA Northern Colorado, Privacy-Enabling Your Records Retention Schedule 

3/8/2023 - IRMS Ireland: How to Empower Yourself and Inspire your Colleagues to Achieve Info Mgmt Success

3/9/2023 - IAPP, Biggest Data Privacy Year Yet: New States, HR Data, Evolving Regs and More (members only)

3/14/2023 - ARMA North Dakota, ND Supreme Court Case and Records Management Review. Contact Susan Carlson at susan.carlson@und.edu for more information or to register. 

3/14/2023 - ARMA Twin Cities, Impact of the Pandemic on Information Governance

3/14/2023 - ARMA Northeast Ohio, Mission Possible with IG: Shifting Culture through Governance and Collaboration. Contact Eileen Cook at eileencook@westfield-bank.com for more information or to register. 

3/15/2023 - ARMA Nebraska, Mysteries of San Bruno- Could Better RIM Have Prevented Disaster?

3/15/2023 - IAPP, Changing Privacy and Stakeholder Management for a Cloud-First World (members only)

3/15/2023 - IRMS, Digital Preservation with Jaana Pinnick

If you know of a webinar or other local/regional event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

February 8, 2023

The Information Management Menu, January 2023

Overlooked posting this! The January 2023 issue of my IG/IM/RM-y newsletter, The Information Management Menu, has been live for a couple of weeks at https://mailchi.mp/da179b702942/the-information-management-menu-january-2023. Highlights include: 

  • Calls for participation from ARMA, ARMA Canada, ARMA Houston, NAGARA, and others
  • My recipe for crustless pizza
  • 13 conferences and industry events through April 2023

The newsletter is free to subscribe, and I'll only ever use your name and email to send it to you. Listing your announcements or events is also free, including for solution providers, consultants, and analysts - as long as they are relevant to me and this audience. For more information about The Menu or anything on it, ping me at jesse.wilkins@athroconsulting.com