Belize Electronic Records Management Training

A dear friend and colleague, Milovan Misic, led a week long training session recently on behalf of the International Council on Archives (ICA) for a group of representatives from the Belize government entitled “Moving from Paper to an Electronic Records Management System: Challenges, Resources and Strategies.”   As part of the workshop, participants used the Digital Preservation Capability (DPC) survey on the ICA Mobile Archives Standardization Tool (MAST). MAST is a mobile application developed by Milovan for ICA in 2013 to provide access and resources to archivists and records managers in low resource areas.  Low resource means they have limited connectivity to the Internet, limited technology resources, and limited electronic records expertise.

Charles Dollar and I participated in the Belize training via Skype on two different days, providing background on the development of the survey tool and capability maturity model, as well as sharing perspectives on the MAST DPC results.

You can view a short clip on YouTube about the training that originally aired on Belize television at:

Published Article in The Journal of Digital Media Management

Earlier this year my business associate, Charles Dollar, and I had an article published in The Journal of Digital Media Management.  The article, 'Ensuring long-term access to digital assets using a capability maturity model’, appeared in Volume 4 No. 3, and can be accessed at:

We welcome your interest and feedback.

My Honor to Serve

This week opens a new chapter in my relationship with ARMA International as I begin my service as President of the ARMA Madison Chapter.  I am looking forward to collaboration with the board, members of the chapter, guests and area practitioners to deliver quality education and outstanding networking opportunities this year.  We are currently completing the transition to a new web platform that promises to make chapter administration more efficient and effective for our volunteers, and provide more timely and useful resources to members and prospective members.  Stay tuned for an announcement soon.

Please let me know how we can help to  make your local ARMA experience rewarding and enjoyable. Thanks in advance for your support and engagement!

Building TDRs - Theory and Implementation

A new book of essays on the theory and implementation of Trustworthy Digital Repositories (TDRs) has just been published by Rowman & Littlefield.  Edited by Philip Bantin, the chapters lay out a useful progression of major activities associated with establishing and managing a digital repository from both theoretical and practical viewpoints.  

Check out my essay in Chapter 9 on "Creating a Preservation Strategy" as well as the concluding essays from Nancy McGovern (on current state) and Luciana Duranti (on future directions).

Calculating the Cost of Trustworthiness

My colleague Charles Dollar and I will present "A Guide to Making Long-Term Digital Preservation Affordable and Sustainable" on September 27th at the upcoming 2016 ARMA International Conference in San Antonio.  We hope to raise awareness about the various cost components associated with long-term digital preservation in order to support practitioners and advance the business case for much needed resources and capabilities.

Hope to see you there!



How Did You Spend GIGD 2016?

DId you know that the third Thursday in February has been designated an international holiday - Global Information Governance Day (GIGD)?  If not, you already missed the 2016 holiday but don't despair ... you've got an entire year ahead of you to prepare for the next one!

I celebrated by listening to a BIA Knowledge Leadership webcast by thought leader Jeffrey Ritter who has a new book out called "Achieving Digital Trust: The New Rules for Business at the Speed of Light."  I met Jeffrey years ago at the Managing Electronic Records (MER) Conference and wanted to hear what he has been doing.

Jeffrey didn't discuss the kind of digital trustworthiness that my friends and colleagues in the digital preservation space have been working for decades to raise awareness about.  Jeffrey was promoting his new model for Information governance, namely the rules-based management of digital information assets to create or preserve wealth.

His target demographic are for profit companies and his pitch is that data has economic value that can be used to create wealth. He advocated a shift away from justifying IG as a risk management expenditure to promoting the engineering of systems to consistently apply measurable rules to ensure validity and integrity down to the level of each and every transaction.  In other words, enable computers to help us calculate and demonstrate trust.  When combined with what he explained as the velocity principle, this new approach to Information Governance can make significant contributions to a company's bottom line.

How did you spend IGID 2016?  Write and tell me.


Call Me Prof

I am delighted to share the news that I will be a Lecturer in Records Management (LIS616) for the University of Wisconsin-Madison School of Library and Information Studies (SLIS).  I am looking forward to sharing my knowledge and experience with the students and hope to make them RM champions by May!

I may be contacting some of my old friends and colleagues to help bring to life the strategies and practical solutions to real life recordkeeping requirements.  If you are available to share resources, examples or a bit of time to record a commentary, please let me know.

Published in The Sedona Conference Journal

Charles Dollar and I have an article, Ensuring Long-Term Availability, Usability, and Trustworthiness of Digital Information, in Fall 2015 edition of The Sedona Conference Journal - what a thrill!  We are grateful to Jason R. Baron for his Foreword and "call to arms" on behalf of long-term digital preservation.

If you'd like to read the article, drop me a line!

Best Industry Intelligence Session at ARMA International Conference

I am delighted to share the news that Preservica ( was awarded Best of the Industry Intelligence Speaking Session at the recently completed ARMA International Conference in Washington, D.C.  It was my honor (and a great deal of fun!) to participate in the session entitled "Will Your Vital Long-Term Digital Records Still Be Readable in 10 Years?" with Martin Springell, Preservica's Product Director.

This was Preservica's first appearance at the ARMA Conference so it is a notable accomplishment.  They were also awarded Best of New Products/Demo.  Both honors were based on attendee feedback so it is a positive sign that the records management community recognizes the need for digital preservation and is a wonderful endorsement for a smart and generous organization!


Spirited Discussion at AHIMA IG Thought Leadership Summit

I participated yesterday in a panel entitled "IG and the Information Lifecycle: Long-Term Information Preservation for Healthcare" with Chrisann Lemery and Bob Rogers.  Our objective was to raise awareness among conference attendees about the challenges of technology obsolescence, share our perspectives from the field, and offer suggestions for integrating long-term digital continuity/coherence strategies into planning and operations.  We succeeded in getting some spirited dialogue going about the topic which carried over into conversations at the cocktail reception.  Many thanks to my co-presenters for their passion and expertise, and to the AHIMA conference coordinators and attendees for providing the opportunity for us to spread the gospel of long-term digital records and information management.

Off to Court Technology Conference

It was a busy summer and a long, dry spell since my last post!  I am headed to Minneapolis today for the Court Technology Conference (CTC).  My business partner and I will be speaking on Tuesday, September 22nd, about strategies for integrating digital preservation requirements and strategies for long-term and permanent records into electronic records management practices.

The records produced and used by this country's state court systems underpin our democratic way of life.  If we are able to encourage stakeholders, raise awareness, and provide some practical solutions to aid in their work I will count the conference a success.

Check out the conference at:


DPCMM 2.7 Released

Charles Dollar and I are pleased to announce that our updated Digital Preservation Capability Maturity Model (DPCMM) is now available.  Version 2.7 includes a simplified DPCMM graphic, several new sections, and an expanded discussion in Appendix B on the significant properties and associated actions of records producers and repositories. 

We wish to acknowledge the encouragement of colleagues in the on-going development of the model and to express our deepest appreciation for the thoughtful feedback provided by peers who reviewed drafts of our work on significant properties and associated actions.

It is our sincere hope that the updated DPCMM background and performance metrics will be useful to the community of digital preservation practitioners, and we welcome any and all comments.

Thank you!


Inflection Point

I just read Jason R. Baron's Written Statement to the Senate Committee on the Judiciary and can recommend it as a fine piece of writing and an eloquent expression of the need to take a focused but interdisciplinary approach to addressing electronic records management and digital preservation.  Jason recently participated as a speaker and panelist at the ARMA Madison Spring Seminar, "Information Governance: Crossing Boundaries to Common Ground," and offered witty commentary on many of the issues raised in his testimony.

Bravo and thank you to a genuine records management champion!

You can download a copy of the Written Statement and other useful reports and resources via the Information Governance Initiative website -

Now Appearing at ARMA Canada

I am in the beautiful city of Calgary at the ARMA Canada conference this week.  Today I will participate in a poster session entitled "How Long is Long-Term?" and then present on interoperability and transfer requirements for records that must be retained over successive generations of technologies.

Yesterday I joined two dozen of my practitioner peers on a trip to ride the Gondola to the t op of Sulphur Mountain in Banff, Canada's first national park.  The company was excellent and the scenery stunning.   

Step Change in Digital Preservation Capability Webinar

I had the chance yesterday to participate in a webinar hosted by Preservica and it was a rewarding experience.  Preservica used the Digital Preservation Capability Maturity Model to assess their digital preservation system and then published the results in an essential guide entitled "Achieving a Step Change in Digital Preservation Capability" which is available along with other resources on their website at

Preservica's interest and the flurry of registrations to the self-assessment survey that followed the webinar has been a welcome validation for Charles Dollar and me that DPCMM has value to practitioners. We are currently working on some updates to the model and hope to release a new white paper by the end of April.  Stay tuned!

My 2015 Horoscope

OK ... I admit it.  I looked at my 2015 horoscope in The Shepherd Express I picked up at the bagel store today.  It says that I will experience a symbolically similar series of events to walking into rooms full of interesting things that you've never seen before.  And I believe it.

I am excited about relationships, commitments, opportunities and adventures in the coming year.  I hope that you are too!  One resolution:  blog more.

Best wishes to all for a healthy, prosperous and rewarding year. 

Free Public DPC Self-Assessment Goes Live

I am delighted to announce that the free, public version of the Digital Preservation Capability Self-Assessment web application is LIVE.  Thanks to my business partner, Charles Dollar, for his engagement and guidance, and to Informatics, Inc. for bringing this benchmarking tool to life.

We are grateful to the Council of State Archivists (CoSA) and to the National Historical Publications and Records Commission (NHPRC) for permission to use the scoring logic we developed for CoSA in 2012.  It is our hope that information, records and archives management practitioners will use the tool to raise awareness about long-term digital continuity requirements and standards.

To register for the self-assessment, please visit

Shout Out to RPM

Here's a shout out to Richard Pearce-Moses for bringing NSLA's Digital Preservation Environment Maturity Matrix (Nov 2013) to my attention.  Members of the library community will find the list of questions relating to the functional components of the open archival information system reference model (ISO 14721) useful. 

In a webinar that I did yesterday on long-term digital preservation I applied the management adage "You can't manage what you don't measure."  The value of capability maturity models like DPCMM and NSLA is to make visible the indicators that can tell us where we are and how to improve in the key performance areas that matter most.

It's a quick read:

Upcoming Release of CoSA Electronic Records Portal Announced

The Council of State Archivists (CoSA) has announced the upcoming release of the State Electronic Records Initiative’s PERTTS Portal, a resource for essential information relating to electronic records management and preservation. The PERTTS (Program for Electronic Records Training, Tools, and Standards) Portal is a site designed to connect staff from State and Territorial Archives to the latest developments in managing electronic records and to provide access to standards and tools to improve their electronic records and digital preservation programs.

The PERTTS Portal is expected to launch by the end of June.