IRMS012 – Barbara Reed on records management theory

In this podcast Barbara Reed and James Lappin discuss the Australian contribution to records management theory, and in particular the development by Frank Upward and others of the records continuum theory.

Barbara describes what it was like working alongside Frank at Monash University in the 1990s as he began to formulate and articulate the theory.

Barbara’s career has spanned both consultancy and academia – she is principal consultant at Recordkeeping Innovation, and is widely published in academic and professional journals.

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IRMS011 – Cassie Findlay on the redrafting of ISO 15489

It is over a decade since the international records management standard ISO 15489 was published, and in that time there has been massive changes in technology and in the way organisations operate. An  ISO working group is currently  redrafting the standard, and they will be meeting next in Washington in May 2014.    Cassie Findlay is project lead for the working group, and in this podcast she gives her perspective on the standard, and on the redrafting process.  She discusses:

  • why the redraft of ISO15489 is likely to be a major change rather than an incremental change
  • the implications of taking a risk based approach to records management
  • the differences between a functional analysis approach and a process approach to records management
  • issues around the management of e-mail

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IRMS010 – David Gould on HP Control Point

In this podcast James Lappin interviews David Gould, Global product manager for HP ControlPoint.

David describes four primary uses to which HP ContolPoint is being put:

  • Clean up of legacy data
  • Auto-classification of content
  • In-place records management
  • Content migration

He discusses the product’s ability to analyse content held in different repositories/applications, and to take action on that content.    That action might be to:

  •  protect the content
  • move it
  • delete it
  • enhance its metadata
  • classify it
  • apply a retention rule to it.

David discusses the relationship between HP ControlPoint and the company’s electronic document and records management system – HP Records Manager. He describes how the two products can be used separately or in tandem.

Along the way David discusses questions such as the extent to which auto-classification is being adopted as a technique by clients, and the issues around archiving objects such as SharePoint sites.

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IRMS009 – Jean Mourain on RSD Glass and the manage-in-place approach to records management

In this podcast Jean Mourain, Vice President of Global Strategy for RSD, is interviewed by James Lappin.

Jean discusses RSD Glass – an information governance platform that uses a manage-in-place approach and enables an organisation to hold its retention policies and classifications and apply them across many different repositories and applications.

Jean explains why RSD took the decision to enter the information governance market, and how RSD Glass works. He describes how RSD Glass approaches the challenge of managing content in shared drives, e-mail and SharePoint.

Jean reports a strong desire from clients to minimise the impact of records management/information governance on end-users. He discusses the question of whether or not it would ever be possible to have good information governance and records management with no impact on the end user.

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IRMS008- Tim Callister on the Geological record and the International records management standard

The idea of this podcast is to explore whether or not records management principles are truly timeless.

For example the criteria for what makes a good record keeping system contained in the International records management standard (ISO 15489) were intended to be technologically neutral, and to apply equally well to paper or electronic recordkeeping systems.

But can they be applied even further than that – for example could they be applied to non-human recordkeeping systems?

In this podcast Tim Callister of the UK’s National Archives endeavours’ to answer the question of whether or not the earth can be regarded as a recordkeeping system, on the grounds that it keeps the geological record. He also
assesses the earth’s geological record to see whether it meets the criteria for what makes a good records management system.

Also in this podcast Heather Jack discusses the proposed revision to ISO 15489. The records management community will get their chance to comment on the latest draft revision when it is released for public consultation sometime between February and April this year.

For more information about the ISO15489 revision:

  • background article on the revision of ISO 15489   (this article was also printed in the IRMS November Bulletin)
  • There is also a short discussion thread on the Information and Records Management Society mailing list archive 


  • Tim Callister on the geological record considered as a recordkeeping system (starts 2 minutes into the podcast, last for 46 minutes)
  • Heather Jack on the proposed revision to ISO 15489 (starts 49 minutes into the podcast, lasts for 21 minutes)


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IRMS006 – Lee Meyrick on Nuix’s index engine and its uses in eDiscovery and information governance

One of the interesting features of the records management landscape at this moment in time is the wide variety of different types of tools on the market. One of the things this podcast series hopes to do is to explore the different types of product on the market by talking to the vendors of the products themselves.

One source of the new types of tools is the eDiscovery market. Several eDiscovery vendors have added functionality to their products to enable them to serve wider information management uses.

One such tool is provided by Nuix, and in this episode Lee Meyrick Director of Information Management at Nuix discusses his company’s product.

Lee explains how the core of the Nuix product is a powerful indexing engine, that can index across a great many different repositories within an organisation.   The indexing engine extracts both the content and the metadata from the various different formats held in those repositories.

Lee explains the features that Nuix have built around the indexing engine to help organisations better understand their information (through reporting functionality), and to act on that information, for example by migrating material from one repository to another, deduplication, identifying and removing risky content such as PII (personally identifiable information)  etc.

He describes the tool’s metadata profiling capability, originally created so that organisations could control what metadata they sent with documents that they needed to submit to other parties (for example regulatory authorities or other parties in law suits).    It can also be put to use in migrating content from one application or repository to another, because the profiling tool can be used to enhance the metadata coming from the original repository to meet the metadata requirements of the destination repository.

Lee describes the differences between the Nuix tool and an enterprise search engine.  Whilst an enterprise search engine is intended for end-users to conduct simple, everyday searches, tools such as the Nuix engine are intended for power users such as legal teams or central information managers to carry out powerful, customised searches, using search strings that they may have spent some time to concoct.

Lee also describes the auto-classification capabilities of the Nuix tool, and discusses where he thinks the balance lies between human and machine classification.

Lee is interviewed by James Lappin

The podcast is introduced by Heather Jack

Lee Meyrick has a decade of experience in data discovery and compliance planning and implementation. He advises organisations on the use of eDiscovery techniques for information retrieval in unstructured data. Lee’s expertise lies with a particular focus on the fields of FCPA and UK Bribery Act and in the discovery of ‘risky data’ for remediation and he has trained organisations on the use of Nuix for Corporate Investigations and eDiscovery.

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