This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Good book on document management?

Hello all,

Does anyone know of a good book/s on document management – including codification?

Is there an Idiots Guide? I’m not referring specifically to M-Files, but more generically.

Best would be for Engineering and Project Management environment.

With thanks, Greg

Parents
  • Two thoughts:

    1) I've found it incredibly valuable to engage with the community of Records Managers. 

    I'm a member of ARMA - Archives Records Managers Association - and they have countless resources on document and records management, retention policies and principles, they often host webinars on relevant topics such as cleaning up shared drives and auto-classification. 

    I also attended their Canadian InfoCon event a few months back, and they're just about to have their Fall one for North America. 

    I've been able to connect with Records Managers in Government and similar industries and learn the dos and don'ts, as well as learn about policy development, project management, taxonomies, privacy, security and so much more. 

    2) I do have a book I keep on my shelf: Records and Information Management by Patricia C Franks (also noted in Ron's post) - it's a couple years old, but the principles are sound. Chapter 4 talks about inventory, appraisal, retention and disposition. And while we work in M-Files, these areas cannot be overlooked. Chapter 5 is on Access, Storage and Retrieval and page 136 talks about Metadata and Metadata standards, along with Descriptive Metadata. 

    Best wishes to you!

Reply
  • Two thoughts:

    1) I've found it incredibly valuable to engage with the community of Records Managers. 

    I'm a member of ARMA - Archives Records Managers Association - and they have countless resources on document and records management, retention policies and principles, they often host webinars on relevant topics such as cleaning up shared drives and auto-classification. 

    I also attended their Canadian InfoCon event a few months back, and they're just about to have their Fall one for North America. 

    I've been able to connect with Records Managers in Government and similar industries and learn the dos and don'ts, as well as learn about policy development, project management, taxonomies, privacy, security and so much more. 

    2) I do have a book I keep on my shelf: Records and Information Management by Patricia C Franks (also noted in Ron's post) - it's a couple years old, but the principles are sound. Chapter 4 talks about inventory, appraisal, retention and disposition. And while we work in M-Files, these areas cannot be overlooked. Chapter 5 is on Access, Storage and Retrieval and page 136 talks about Metadata and Metadata standards, along with Descriptive Metadata. 

    Best wishes to you!

Children
No Data