Starting a SharePoint intranet project, whether creating a new intranet or redeveloping an existing one, can be daunting. Alongside strategy and design questions are now a myriad of technology decisions, often exploring uncharted territory within the organisation. At a basic level, intranets based on SharePoint are just like every other intranet. ...
Blog category: Document & records management
April 28, 2011 by James Robertson
Planning your SharePoint intranet project
Tags: content migration, design, Intranets, planning, project planning, SharePoint, strategy
May 11, 2010 by James Robertson
CMIS – an important standard for buyers of ECM
Alan Pelz-Sharpe writes about CMIS. To quote: CMIS (Content Management Interoperability Specification) has been ratified as a standard by OASIS. What is it and what does it mean to buyers and users of ECM and Document Management technology? Well put simply, CMIS is the most important new standard in ...
Tags: cmis, content management systems, document management systems, interoperability
February 11, 2010 by James Robertson
It is document management from here on in…
Alan Pelz-Sharpe writes about CMS Watch's shift from "ECM" to "document management". To quote: ECM is an aspirational term for many, one that suggests a single layer/platform/system/methodology that will address your enterprise content needs no matter how complex, diverse, or voluminous. Some major vendors promote this approach, and buyers for ...
Tags: document management, ecm
January 22, 2010 by James Robertson
Recordkeeping’s hill to climb
I've just spent the last two days helping an Australian government agency develop their web CMS requirements. As one might expect, the topic of recordkeeping came up, and how it should relate the CMS and intranet. I also had a long conversation at the end of the first day with ...
Tags: recordkeeping, records management
June 9, 2009 by James Robertson
Recordkeeping and Toastmasters
Last week I met up with a former CIO of a local council in Queensland. We've done work together on-and-off over a number of years, and he'd recently moved into a new job in Sydney. He shared a number of stories about the work they'd been doing up in Queensland, ...
Tags: recordkeeping, records management
September 24, 2008 by James Robertson
Implementing records management: the morning after
Ganesh Vednere has written about the activities after a records management system has been implemented. To quote: So you've chosen the right records management (RM) package, got the smartest developers in your firm to design and develop the solution, and today you successfully went into production with the application. Lo ...
Tags: edrms, records management, rm
June 18, 2008 by James Robertson
Deciding what content goes on intranet and what content goes on a Document Management System
James Dellow has written about intranets and document management systems, and the relationships between them. To quote: Question: How do you decide what content goes on intranet and what content goes on a Document Management System. Is it an issue in your organization?
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June 5, 2008 by James Robertson
Archives 2.0
Julian Carver has written about archives 2.0, the intersection of recordkeeping and web 2.0. To quote: In order to use Web 2.0 technologies externally it may be necessary to affect culture change internally. It is not uncommon for people who have spent much of their professional careers using traditional methods ...
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April 23, 2008 by James Robertson
Compliance is a dirty word
Alan Pelz-Sharpe has written about the issues with compliance. To quote: If there is one word I hate to hear used in this industry it's the word compliance. To me it's like fingernails down a blackboard, and frankly if I never hear it used again then I would be a happy ...
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January 17, 2008 by James Robertson
Bottom-up approach to taxonomy development
Simon Goh has written about a bottom-up approach to taxonomy development. To quote: In my previous post, I brought up a topic on the implementation challenges of taxonomy and suggested a few points on overcoming pitfalls for multi-faceted taxonomy implementation. This time round, my reflection is based on ground 0, ...
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January 10, 2008 by James Robertson
Implementation challenges of taxonomies
Simon Goh has written an entry on the implementation challenges of taxonomies. To quote: The number one issue now is to avoid complex metadata profiling. It is a nightmare for staff to browse the tree of each taxonomy facet to profile a document uploaded. Profile it once, twice and if ...
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January 6, 2008 by James Robertson
Records management and KM
Julian Carver reports on a talk in New Zealand on records management and knowledge management. To quote: Sarah Heal presented today for NZKM in Christchurch on Records Management as a part of KM Strategy. Over the last year she has detected some unexpected and at times inconvenient signals, a growing ...
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May 7, 2007 by James Robertson
Recordkeeping responsibilities on a single sheet of paper
With the move from paper to electronic documents, responsibility for recordkeeping within organisations has shifted to individual staff and away from centralised records management specialists. Much is made of the need for all staff to understand their recordkeeping responsibilities. To this end, many training and communication programs are conducted within government ...
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September 12, 2006 by James Robertson
Presentation: Enhancing the potential of your taxonomy (Sydney)
I gave a presentation today at the Enhancing the potential of your taxonomy conference in Sydney. This was on "Understanding and evaluating your taxonomy", covering: Three goals of a taxonomy Records management case study Information architecture Card-based classification evaluation Understanding and evaluating your taxonomy (PDF, 477kb)
March 23, 2006 by James Robertson
Unleashing the power of open source in document management
Seth Gottlieb and Sebastian Wohlrapp have written a whitepaper on open source document management systems. To quote: The open source community has produced a number of useful, high quality content management systems which presents an opportunity to deliver tailored content management solutions without the high licensing or management fees associated ...
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February 18, 2006 by James Robertson
Federated records management – the next check-off box?
Priscilla Emery has written a blog entry introducing "federated records management", a concept I haven't come across before. To quote: Federated RM can be extremely useful for those organizations that have a variety of document repositories in place and don't want to have to go through the hassle of migrating ...
December 16, 2005 by James Robertson
Records management: specifications, certifications, and compliance
Priscilla Emery has published an article (actually an excerpt) that discusses records management certifications, and their relevance when selecting a product. To quote: Some people co-equate specifications and certifications, but in fact, certifications go beyond defining a standard or set of specifications. Certification bodies use specifications as a set of ...
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October 5, 2005 by James Robertson
Providing intranet access to records
Many organisations are attempting to clarify the relationship between the corporate intranet, and their document/records management system. While this is a broader issue of information management with an organisation, there are some short-term activities that can be taken to create a working relationship between these two platforms. This briefing outlines a ...
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August 10, 2005 by James Robertson
The challenge for records management vendors
I recently finished an "information management and records management" review in a small public-sector agency. One of the findings was that while they needed a records management system (RMS), they couldn't proceed with the system they had due to its major usability problems. This accords my experiences in other organisations: notably ...
March 7, 2005 by James Robertson
What happens to staff if they don’t do their recordkeeping?
We've been doing a bit more work in the area of records management recently, and I've been chatting to a fair few people about approaches. Our interest is not on the back-end aspects (retention, disposal, etc) but on the adoption of records management practices by staff throughout the organisation. Mostly, organisations ...
