An integrated approach to managing electronic records

Abstract

This paper presents an approach to managing electronic records by integrating the development and implementation of a corporate records management programme based on ISO 15489, the International Standard in Records Management, with the implementation of an electronic records management (ERM) software package. The approach involves developing file plans based on functional analyses and establishing electronic folder structures on existing network drives which mirror this enabling “e‐tidying” – the process of sorting and evaluating existing electronic information. It also proposes establishing ERM before electronic document management (EDM) based on the need to remove split and/or personal repositories of electronic holdings to improve access and management before evaluating the need for version control, amendment tracking etc. provided by EDM systems.