Document Management Systems vs. Digital Preservation Systems

In order to determine what type of system fits your needs it is important to understand Document Management Systems and Digital Preservation. Though similar there are differences.

A document management system governs the creation, editing and use of active records for the duration of their retention period.  A digital preservation system maintains records after they are no are longer actively used but need to be retained long-term for their historical value. This can also be described as items that are stored.    

Both systems connect the user to records, allow the creation, editing and sharing of records and allow the retention and disposal of records per their retention schedules. 

Ohio ERC has developed an informational tip sheet to provide further guidance on this topic. CLICK HERE to view this new resource.

Records and Information Management Month: Tips and Guidelines

April is Records and Information Management Month. This April may look and feel very different than what Records Management professionals are used to. Many of us are currently working remotely and there is no better time than now to ensure good record keeping and best practices in your workplace. Here are some things to consider that can promote efficient and effective electronic record keeping in your organization during this time.

  • Are people in your organization working from home? Do they know their responsibility regarding managing electronic records? This month would be a great time to review your organization’s shared drive management and electronic records management policies and procedures.
  • Is your organization using text messaging to document business activities? Check out ERC’s Tips for Text Messaging Retention for best practices and risks/liabilities of using text messages for government business.
  • Have you been communicating more than ever through email? Review our Guidelines for Managing Email to ensure your organization is retaining emails effectively.
  • Is your organization communicating and posting via social media to interact with constituents? Check out ERC’s  Social Media Resources, including the new online training module, Social Media: The Records Management Challenge (2020) .  

New Tip Sheet on Text Messaging Retention Available!

The Ohio Electronic Records Committee (OhioERC) has published a new tip sheet: Tips for Text Messaging Retention! These tips highlight the potential records management concerns public offices and officials should consider when using text messaging for government business. The tip sheet includes questions that can help determine if the text is a public record, the risks and liabilities involved with texting, best practices for government offices to implement, and the pros and cons of allowing employees to text on their personal devices versus providing them with government-issued devices. If your government office uses text messaging then you should check this out!