Retention Management for Records and Information

    Project Manager – Nancy D. Barnes, Ph.D., CRM, CA; Project Workgroup Leader – Mark Walsh, CRM, CA


    This publication, to be released as a technical report, covers elements essential to the structuring of a records and information management (RIM) program’s retention and disposition component including: authority and responsibility; identifying and classifying records for retention purposes; and methods for determining retention periods for all records. These elements apply to records on all media and in all formats including, but not limited to, paper, microform, magnetic tape, CDs, etc., as an organization applies them in accordance with the legal/regulatory requirements of the business context within which it operates. This publication does not provide industry or sector-specific advisory information. However, it may complement the international standard ISO 15489-1, Information and documentation - Records Management – Part 1: General.


    The existing ARMA International publication, Retention Management for Records and Information, was originally released in 2005 and is currently available as a guideline. This project will allow a review of that publication and enable revisions to be made, as appropriate. Such revisions could include deletion, addition, and/or re-formatting of text. The revised publication will be a technical report and will supersede the aforementioned guideline. It will educate individuals in the establishment and operation of a retention and disposition component of a RIM program, without which a comprehensive information governance plan would be incomplete. When implemented, the retention and disposition component defines periods of time for which records are to be maintained, points to appropriate methods for disposition of records, and identifies measures to be taken when records disposition must be suspended. It also helps to ensure compliance with operational, legal/regulatory, fiscal, archival, and other business-oriented requirements.


    Work is under way on this project.

    (Updated: 09/10/14)

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