Information Management Policy Discussion Paul Hill, MIT Rodney Petersen, EDUCAUSE

Information Management The systematic, imaginative, and responsible management of information so that: –the creation and use of information contributes strategically to the organization's goals –groups and individuals have efficient access to and make effective use of the information they need to do their work and to develop themselves. Information management is the management of organizational processes and systems that acquire, create, organize, distribute, and use information. Professor Chun Wei Choo University of Toronto choo.fis.utoronto.ca/

Policy Statements The objective of this policy is to achieve efficient and effective information management to support program and service delivery; foster informed decision making; facilitate accountability, transparency, and collaboration; and preserve and ensure access to information and records for the benefit of present and future generations. Treasury Board of Canada This policy statement sets in place the overarching principles and policies to which the Department will adhere in managing its information resources by: –Defining a structure to ensure adequate and appropriate records are maintained; and –Promoting and developing best practice in Records Management by encouraging the use of structured maintenance, retention and disposal systems. Northern Ireland Government Department for Employment and Learning

What is Information Management? Informal Survey of Policies & Legal Issues Working Group of the Security Task Force: Data Retention Records Retention Schedule e-Discovery Data Classification Tools for Encryption

University of Kansas Has announced an ambitious plan to develop and carry out a series of steps that will improve our handling and securing of private information, our management of university records, and the preservation of KU’s institutional memory for today’s decision- makers and tomorrow’s scholars. This endeavor will unfold over a period of years rather than months. Training, education, outreach and consulting will be early priorities. A comprehensive program of information asset management, digital archiving and preservation will take longer as we build on many programs and services already in place at KU. The KU Information Management plan includes: –Identification of University information assets –Classification of those information assets to determine management requirements –Development of resources and tools including meaningful policies, procedures, standards, and technology tools; and –Education, training and practical guidelines

E-Records Seminar Security 2008: May 4-6, 2008, Arlington, Virginia Policy 2008: May 7-8, 2008, Arlington, Virginia Post-/Pre-Conference Seminar: May 6 th, 1:30-5:00 p.m. Title: Developing an Effective Electronic Records Program Records retention schedules Records destruction practices e-Discovery considerations Sample policies and resources Seminar Leader: Michael D. Sermersheim Associate Vice President and Deputy General Counsel Emeritus The University of Akron

Discussion Questions 1.What initiatives have you developed to explore issues related to Information Resources Management? 2.Who are the stakeholders that you are engaging to manage Information Resources? 3.What can we (CSG, EDUCAUSE, etc.) do collectively to improve the state of practice in this area?