Spc2011: records management session

The Records management session was over my head. I don't have either the technical understanding nor the handle on the records management lingo to have gotten much out of the session. It's too bad, but i guess the target audience were people who knew about both.

I got a few things out of the session, though. Here they are:

Retention needs to be automated to be efficient.

People you need to support a rm program: sr mngt, designated champion, well-defined scope of project, general counsel support, policies with business practices

Steps to an rm program:
Start by conducting an records inventory, and categorizing content
Let depts determine how long to keep the types of content
Let legal review it
Launch with an comm plan, policies and procedures, analysis and dev of file plans
Begin organization of records and clean-up
 (note on this: these short steps look deceptive. I think they wold actually take a ton of time and battles for people's time. I think there must be a better way to do this.)

The following is a simple structured categorization mechanism for records in SharePoint. The idea is that these four levels of hierarchies would give you enough info to automate an rm retention plan. 
- Business function
Retention category
Enterprise content type of two kinds: organizational content type and local content type
(I didn't understand what the speaker meant when he said "The approach is that subclasses of data are created at the business level." but i think it's important.)

3 types of Records declaration strategies - in place records allows you to declare an item a record in the origonal locatiom; record center, cental management of records; multi-state hybrid- multiple stage policy stages

Content organizer - a more robust from scalability perspective. Allows the creation of a drop off library. Only routes documents and derivations. 

Site collection admin has to become an records manager in order to do in place records management.

Users need to name it, tell us when thy're done with the file, tell us what it is.

When a record is moved to a record center, Security doesn't transfer along with it. The security inherits from the location where its stored. And this means that the new location controls the search.

I tried, but wasn't persistent enough, to ask for a list of resources to learn more about records management that would explain the jargon. Must try harder to be brave and ask dumb questions, i think.