Digital Preservation Matters As Our Records, And History, Are Vanishing

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[Originally published on the TeraThink blog]

Some 3.5 inch floppy disks from the 80s and 90s. Recognize any?I’ve been seeing an uptick in interest in digital preservation recently. We are a few decades into the digital age and even without the push to digitally transform everything, people are realizing that they have a lot of digital information. I am surrounded by people who are using a digital records system I put in place over a decade ago. This puts that system into the realm of digital preservation. As per AIIM in their 2017 Digital Preservation Market Research:

The capabilities to ensure the readability and usability of digital information that must be retained for longer than 10 years.

I used to think ten years was a long time. It isn’t. People are also realizing that while storing large volumes of electronic documents is easier than paper, you have to take greater care. I have books that are older than 100 years in my house. The only accessible, viable, digital content I have over 25 years old are some music compact discs.

As we create more and more digital information, we need to start thinking more about long-term preservation.

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Data, Content, Information, and Records Management

Information Coalition's initial view on the relationship between data, content, information, records, knowledge, and documentsThere are so many terms for the things that we manage everyday. Most people’s understanding of them are remnants of what was learned as we each entered the industry. This understanding has been expanded by how we use it in our daily life. The Information Coalition is working on their InfoBok that seeks to finally define these disciplines.

Recently, I was part of a twitter discussion with several people, primarily hailing from the web side of the content management world. It has been many years since I made the argument that the world of Enterprise Content Management (ECM) should include the Web Content Management (WCM) space. The worlds turned out to be connected but distinct. The uses of the word “content” and how it relates to information is evidence of that difference.

I thought I would take time to better share my thoughts where there were more than 280 characters to frame my thoughts. Hopefully, this will stir some more discussions.

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Book Review: The Right Way to Select Technology

The book, "The Right Way to Select Technology"This review is a long time in coming. I finished this book a while back but every time I would sit down to write the review a new crisis would emerge. I feel bad because Tony Byrne and Jarrod Gingras are two industry friends that I’ve known since my earliest days of writing the Word of Pie.

The Right Way To Select Technology describes a comprehensive approach to choosing technology products. It is in-depth and will do one of several things for you:

  • Make you realize how little you know about selecting technology
  • Convince you that you probably should hire help in running the selection process
  • Show you how you can make wiser technology decisions

I fell into the final group. I’ve been doing this for years across a range of products and additional skill development is always welcome. While no process will give you a 100% success rate, the components described by Tony and Jarrod will get you a lot closer to that magic number.

Before I go into detail, here’s the nitty-gritty takeaway: If you advise clients on technology selections, read this book. If you are running a technology selection for your company, get this book. If it is your first selection process, read it, hire help, and make sure the people you hire have read the book.

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Cutting Edge Technology at this Year’s AIIM Conference

[Originally published on the TeraThink blog]

The Alamo at NightLast month I had the pleasure of going to San Antonio for the 2018 AIIM Conference. As always, AIIM hosted some great conversations and informative presentations. Some of the discussions focused around emerging technologies in the information space, blockchain, and artificial intelligence.

Lots of new technology were discussed in a panel run by Alan Pelz-Sharpe. He and his panelists; Andrea Chiappe, Kashyap Kompella, and Dan Abdul; broke the technologies down and how they impact the world of information management. Alan noted that during his preconference session, a surprising number of people were already very familiar with these new technologies. That is a refreshing realization. Broad understanding in the industry is critical towards creating practical applications with any new technology.

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Information Governance Can Limit Data Breaches But That Isn’t The Answer

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Spocks Brain is Gone, the ultimate in data theftYou may have noticed that there has been a large amount of data and information leaking out into the universe lately. Between people not protecting information, breaking rules around information, or your classic data breach, our personal information is out there, without us, more than ever.

The one thing I hear after every breach is the call for better Information Governance or Records Management. As Don Lueders, whom I respect, put it,

So called ‘data breaches’ are thefts of information and, as such, they are first and foremost a traditional records management problem.  Until organizations understand this and include records management as a critical component of their long term cybersecurity strategy, data breaches – and the disastrous consequences they bring – will continue unabated.

I’ve said this before and I’ll say it again, this is a false sense of security. Disposing of records will not keep you out of the headlines. It will only give you a false sense of security.

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Beyond the Hype of Content Services

[Originally published on the TeraThink blog]

The original Washington Monument just off the Appalachian Trail in MarylandA few weeks back, I spoke on an Information Coalition webinar with Nick Inglis about getting Beyond the Hype of Content Services. We discussed content services and tried to separate the reality from the hype. If you been following, there is a lot of hype out there and has been since Gartner stopped tracking ECM (enterprise content management) and switched to content services. This has fed people’s instinct to equate content services with ECM. Many vendors and consultants are now taking their marketing messaging and simply substituting one term for the other. Even more distracting are people that reflexively reject content services because they assume the person using the term is just doing a term swap.

The truth is that content services is not ECM. It is an approach to implementing solutions that support an ECM strategy and providing sound information governance. Content services doesn’t eliminate the need for an ECM strategy or information governance. In fact, if you don’t have a strategy or proper governance, you might end up addressing the wrong things.

You still need a plan. To determine how to implement it, you need to know what content services is and how it can make a difference.

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Book Review: Designing Connected Content

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Designing Connected ContentTwo book reviews in a row? Yep. As I said in my last review, I’m reading non-fiction a lot more now and I have a backlog of industry books to read. One of the authors of this book, Carrie Hane, is a good friend. I watched her work on Designing Connect Content for pretty much all of 2017. I was very excited to finally get my copy.

For years, Carrie and her co-author, Mike Atherton, have been talking about Designing Future Friendly Content. In the web world this means using a structured content model so that the management of the content is not tightly coupled with the presentation layer. As design trends change, your content and underlying website structure doesn’t have to. Taken to its ultimate conclusion, you are looking at a headless Content Management System (CMS) supporting one or more presentation layers (web, mobile, Alexa…).

They finally took the time to write a book on the topic. It was time well spent.

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Talking Agile Content Services at NCC-AIIM

[Originally published on the TeraThink blog]Russ Stalters presenting at January 2018 NCC-AIIM meeting

Recently, I was at the local NCC-AIIM Chapter meeting. Russ Stalters was visiting from Texas and shared the story about how he created a new, 200+ person, data management team for the BP Gulf Coast Restoration Organization. A separate organizational entity from BP, the organization was stood up in 90 days from vision to operation. It was an impressive tale involving massive amounts of information being absorbed and managed in a highly visible environment.

As Russ spoke, it became clear that two of the key lessons were around agile processes and content analytics. It generated some great discussion that took us well past the scheduled time. I wanted to take some time to share some of the highlights.

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Book Review: Web Content Management

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Web Content Management by Deane BarkerA long time ago, Deane Barker swung through DC on business and I was lucky enough to have breakfast with him. Even luckier, he gave me a copy of the book he had recently published through O’Reilly, Web Content Management. After nearly two years, during which I read very few non-fiction books, I picked it up and gave it a read.

I’m glad that I did.

I am not going to profess having learned a ton about Web Content Management (WCM) from reading Deane’s book. After all, I have been doing this whole content management thing for a while. However, it was great to read a collection of wisdom from Deane’s decades of experience focused in this domain. Deane is an excellent write and his practical (and witty) use of footnotes really conveys what is involved when you tackle a WCM project.

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InfoGovCon 2017 Continues to Set the Bar High

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Governor Raimondo speaks at InfoGov17This post has been a long time in coming because I’ve been trying to process everything that happened this year. Once again, InfoGovCon was a great event and the Information Coalition should be proud at the quality of speakers that they assembled. After all, how many conferences score a governor and get them to talk about something relevant?

Conferences like InfoGovCon are critical for the industry. We are still building a template for consistent success. As Shannon Harmon, whom I had the pleasure to meet this year, put it,

The best practices are still being developed. The body of knowledge is under construction.  This makes information governance an exciting space within which to work.  It can also be immensely frustrating for those who want a well-defined structure in place.  Working in this space requires a certain comfort level with the unknown.

After decades of working in this space, I agree that there are still some unknowns. We have learned a lot about what NOT to do. It is the way we can get things done consistently that we are still putting together.

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