SUMMER 2024
Instructor: Professor J. Davis
Course Format: Online
Course Description: This course covers the systematic capture, acquisition, processing, storage, and control of documents in all formats, including their management as records throughout the lifecycle from creation to final disposition. The course will offer an introduction to principles, methodologies, administration, tools, and techniques in various settings.
Course Prerequisites: None
Course Goals and Learning Objectives for Students: This course is designed to:
Provide an introduction to records management as a specialized business discipline.
Explain and outline the elements and benefits of a comprehensive records management plan.
Provide options and tools for conducting records inventories and developing records retention schedules.
Provide an overview of the nature of various record formats, including special considerations or advantages and disadvantages of each.
Guide students in presenting information in an appropriate manner for a variety of audiences.
Upon successful completion of this course, students will be able to:
Discuss the role of records and records management in organizations.
Develop an inventory plan to identify and describe records, including vital records, in an organization; LIS-5473-995 Syllabus
Prepare a records retention schedule for an organization, based on the content and purpose or value of the records.
Outline the characteristics of well-designed records storage facilities, as well as identify key risks factors.
Describe issues and concerns related to organization, access, maintenance, and management of records in various formats.
Reflection
Records seem to be one of those things in companies that are extremely important, yet many workers do not always think long term about the use of those records. I am a fairly organized person, and so it's important for me to keep my documents organized, with a number of folders within folders on my desktop, on my iPad, and even on my phone. So going into this course, I thought records management was going to focus mainly on organization and I thought that I was good to go.
However, records management is so much more than that. Records and documentation are the ways that businesses keep running, even libraries. Organizations document everything - from small things like the names of partners to large things like the organization's five-year plan. Finance departments and human resource departments hold tons of records that must be kept secure and accessible. Employees at the organizations also harbor records on their work computers and even on their phones that must be sorted and likely must adhere to various rules.
This class supported my understanding of tools that support library work. A lot of the work of records management is also done with the information technology (IT) departments, especially since so many of our documents are digital in today's libraries. Understanding how to use technology to store and access materials was important and I learned that alongside the necessary tasks needed to keep these documents safe and only in the sights of those who need access to them.
My learning artifact was a "memo to management" that I wrote that asked me to think through ideas for merging documents of companies that had different records management methods. This truly made me think of potential ways that any organization could manage their records, regardless of whether they used digital or physical records. This assignment also pushed me to think through the ARMA principles for recordkeeping. When thinking of records management, these principles ensure transparency and integrity in recordkeeping and provide an access point for all organizations to use.
All in all, this class gave me more to think about and research in regard to recordkeeping, especially when it comes to certain records that I must maintain in my workplace. I don't think I know everything there is to know about recordkeeping, but this class gave me a great foundation.
Learning Objective(s) Met:
4.4: To stay up-to-date on changes in technology tools that support information and library work.
This objective was met in the class through the tools and other recordkeeping examples shared with us about how organizations, including libraries, digitize their records and/or support the maintenance of digital records.