The following workflows show how the open source tools and preservation techniques that the project has tested and explored could fit into a wider process for the effective management of electronic records.
The approach relies on:
- adapting the available functionality of a well-managed file servers system
- training and relationship building with relevant staff by the records manager
- the identification of sets or classes of electronic records held on shared drives that need to be captured and managed in a structured way
- a commitment to transform use of the ‘shared drive’ from a long-term, unstructured collection of documents of varying relevance and quality to a temporary, collaborative area with strict controls on size and data retention
Click on the image above to see it full size.
I’ve included the full document here, which has several other ‘scenarios’ for managing electronic records using these tools: Records management workflows