1. Developing ERM Within the FE/HE Sector
Steve Bailey
Records Manager
JISC

2. Personal Introduction
Current role
Record Mgr for the JISC Executive
Programme Mgr for JISC’s RM strategy
Project Mgr for UK Web Archiving Consortium
Previous roles
University of Gloucestershire
Pfizer Inc

3. Overview Current JISC initiatives Coming soon… On the horizon…
Student records
ERMS Toolkit
On the horizon…
Electronic Records Management & Digital Asset Management within JISC

4. Current JISC Initiatives
The ethos
Study of Records Lifecycle
Feedback?
09/02 Supporting Institutional RM
Model Publication Scheme
Records Management JISC InfoNet
Encouraging the development of RMgt within FE/HE
Obviously supporting the fact that every institution should consider employing a professional RMgr but also recognising that not all can or will
Raising awareness with Snr Mgrs (explaining the ideal), supporting practitioners (realistic tips for how to get there)
Not taking the place of the RMgr but providing toolkits to help them to do their work
Working in close collaboration with the community and being responsive to their needs
But also leading the profession into new areas and encouraging new communities of practice aimed at tackling new and challenging issues
Getting RMgrs out of their ivory towers and plugged into their institution’s wider information landscape

5. Coming Soon… RM Communications Strategy
Reaching senior mgt and practitioners
Senior Mgt Briefing Paper
Outputs of Theme 1  RM InfoKit
Awareness raising workshops
Practitioners workshops
FE/HE RM conference May 2004?
Draft programme
Plus…

6. Student Records Why not part of the 09/02 programme?
Need to join RM up with learning technology (both in JISC & the sector)
ITT – Retention & the Learner Record
learner record, LIP and (micro level) RM
Advantages for learning technologists
Advantages for records managers
Building communities of practice
Summary of Outputs
1.       A set of recommendations and guidelines on maintaining learner information at a ‘lifelong learner’ level
2.       A set of recommendations and guidelines on maintaining learner information at an institutional level based on the format of the Study of the Records Lifecycle
3.       A set of recommendations for amendments to the UK LIP specification
4.       A vocabulary to form the basis of a common institutional Collection Notice Form to facilitate the transfer of learner data

7. ERMS Implementation Toolkit
To create a ‘1-stop-shop’ for impartial & practical expertise on all areas of an ERMS implementation
Outline of contents
ITT issued in October & completed by July 2004
Why an ITT?

8. On the Horizon An ERMS is NOT a solution to digital preservation
Institutional repositories (eg dSpace)
Web archive
RM and Open source
Problems and potential

9. Digital Asset Mgt within JISC
Putting ERM in its wider context
Web archive, intranet, digital repositories
RM is only part of this bigger picture
Why TRIM Context?
Scope & organisational drivers:
EDMS & workflow  PROCESSES
ERMS
Enquiry and Contacts Mgt
Intranet?
Progress to date
First considered what role ERM would play within the wider JISC Info environment, what its remit would be and how it would impact on other initiatives – VITAL FIRST STEP. RM is only one element of this bigger picture, it is not the complete picture.

10. Lessons Learnt (so far!)
Consider the wider IM context & options
Choose your system then try to convince yourself why it is NOT the answer
Don’t ‘sell it’ as an IT project
Gaining support vs managing expectation
Consult as widely and as early as possible
Make friends with a techie!
Don’t under-estimate implementation costs
Adopt & adapt formal project mgt standards
Include your biggest sceptic on your project team

11. Thank you
Any questions?