Managing Information

November 6, 2008

Today, I’ve been busy with some final duties for the non-profit I have been working with for nearly 8 years.  On Monday, I announced my resignation from the board effective December 2008.  My final duties include doing my part to clean-up our donor database and review and revise our Board Manual and Volunteer Training materials.

This would be oh, so easy, if only…

If only, all the data was in a central location.  If only, I hadn’t lost my originals that had been done years ago on computers long gone.  If only, the files that I had copied from other machines had actually made it onto the organization’s computer (I could have sworn, they were there before I deleted my back-up.)

Today’s work caused me to reflect upon how people don’t really pay attention to important information when they are involved with an organization, whether it be work or volunteer.  This morning, I went through lots of “dead paper” (borrowed from Stephen Arnold) and filed it accordingly.

One thing became very clear, an organization that has lots of volunteer workers in a decentralized environment must have a policy in place about how the meeting records, training materials, and organization policies are archived.  Organizational history in a grass-roots organization is critical to the on-going support and well being of the entity.  Knowing where new members can access that information is extremely important.

A central place for all of this rich information is important whether in dead paper or electronic.  I will make some final recommendations to my fellow volunteers encouraging even more attention to the proper filing/archiving of critical information.

If you have gotten complacent in your own policies regarding information management whether at work or within your own volunteer organization, I would encourage you to follow these guidelines.  I know, you’ve heard it before but it really is important.

  • Back-up data.
  • Electronic documents created on a home computer for work/volunteer should be transferred to the organizations files.
  • Don’t let the paperwork overwhelm you; file it, recycle it, but don’t pile it.
  • For important documents:  Time/Date Stamp and File a Hard Copy and an Electronic Copy.

CTO in the White Houe?

October 23, 2008

Under the Bush administration librarians found themselves suddenly struggling to access government documents that were readily available in the Clinton administration.  FOIA was a hot topic and wire-tapping was/is a reality upheld by courts with less than proper restrictions in some minds.

According to this blog post if Obama becomes President there will be a CTO.  That’s a great idea but where will the technology lead without a strategic plan for the management of the information all the broadband will provide access to?  Will this broadband benefit those who can’t and don’t already pay for it.

In Kentucky there is a project called ConnectKentucky which is a part of Connected Nation.  Learn more about Connection Nation here.  The technology solutions are already well underway, will a CTO help or hinder the progress already being made.

A bigger question is with the mass of information that is ultimately the “responsibility” of the President is the current structure suitable.  Has there been enough critical thought given to information management and sharing.  I mean after 9/11 we found that the various security agencies responsible for the nation’s protection were not sharing information well.

We know that improvements have occurred.  My curiosity is, with the multitude of agencies that are responsible for safety, health, finance, education and more is the highest office giving enough critical thought to strategic planning for information and content management?  Ideally, the strategy would result in business intelligence applications for information across all agencies that would positively affect regulations and policy to the benefit of the economy and overall health of the country.

Skeptical though I am of behemoth organizations successfully apply strategies to this positive effect, I think the ideal of a CTO is intriguing, just give the new CTO a spouse in office, I suggest a qualified CIO with a strong background in technology and information management.  For this great country technology is not enough, application of technology is required as well.


Hodge Podge

October 9, 2008

Catching up on my blog reading after attending a conference and doing a bit of travel late last week and early this week has brought several items to my attention that I’d like to share.

First, The Boston Library Consortium commissioned this paper about the need for a new approach to digitizing collections written by Richard K. Johnson.

The report takes on the concept of “enclosure” for public domain works that are being digitized by commercial publishers such as Google in what has been assumed to be an “Internet Public Library.” The argument presented juxtaposes the business profit versus public good cultural differences. The paper concludes with a call to find a middle ground that allows the preservation of a digital culture that benefits the public good and the shareholders.

I’ve heard many pro and con arguments on the topic of commercial scanning projects using public institutions collections to provide a comprehensive digital library. This is the first time I have read anything that discusses the cultural manifestations of this type of project so clearly. I fully support a digital library and feel that if Google wants to expend capital to make it so, great, but let’s make sure that those who should have access do. The digital divide is shrinking but it is still there and the crack will probably just widen with today’s economic reality.

Second, a report was released that describes trends in nursing home complaints from 2005 to 2007. Thanks to the Resource Shelf for bringing the report to my attention. In my other job, I am serving as a Marketing Director for a service provider to nursing homes so I will give this report a thorough review. Alarming from the report is that 17% of homes in survey were cited for harm. As our population ages and with the trend for less in-home care I find this disturbing. On a positive note private facilities were cited more than government or not-for-profit facilities.

Last, take a look at this site for ITLA 2008 conference downloads. Items that might be of particular interest are sessions related to virtualization of services, integration of application with Sharepoint and Web 2.0 adoption. I’ve not had a chance to review any of these in-depth myself but as law firms struggle with business challenges and client service ITLA continues to offer content worth paying attention.


Boom or Bust

October 7, 2008

Last week Heller Ehrman dissolved.  Mergers in the law firm world seem to be minimal, large businesses are failing as evidenced by the legislative scramble last week to jump start the commercial paper and credit markets.

I found this AmLaw Daily post quite interesting.  It seems to bring to the forefront some practical advise that firms should heed to ensure their longevity.  A few things that really captured my attention:

  1. “Bigger is not always better.”  Client service is the meat of law firms.  If you make your clients happy, you keep them.  Adding more attorneys and increasing your costs to accommodate those additions is not for the client’s benefit, is it?
  2. “Lack of organizational glue.”  In the comments field of this posting someone wrote in that firms attract talent.  I think that in the boom times, firms, didn’t work hard enough to retain talent.  As the economic strain filters down many levels of firm staffing will suffer including associates who are talented but now have no place due to the need to reduce costs.  Easy to downsize groups of talent when a merger has/will occur in order to provide the best bottom-line to your suitor but is it best for your clients?  Sometimes the bottom line is actually better served by the talent than the numbers.

The bottom line interpretation of this thought provoking piece is selling customers your value.  Do you have experience, talent, added-value service that keeps the customer’s priorities as your ow


Search Yourself

October 6, 2008

Tonight I was doing some background research on an individual.  I did not find a lot of current information.  I followed the research rule of performing the search on multiple search engines.  In doing so, I found, as expected different search results.

Then I realized it had been quite some time since I ran my own name through the search engines.  So, I performed a search for Constance Ard.   As usual, I received different results and retrieved items that I had forgotten. I even found items where other bloggers are referring to my own items that I had not seen.

It is wise to monitor your Internet presence regularly.  This will help safeguard your privacy and your reputation.  Knowing who is writing about you and what is being said is critical.  Being able to remove incorrect references will help you maintain your web credibility.  Understanding that you are reaching beyond your known world will help in your continue effort to grow your business or  spread your message.

So search yourself regularly on the web in order to know thyself.


Evaluating Websites

October 4, 2008

Hakia, a semantic search engine has put out a call for librarians to help unlock credible websites.  Read more about the announcement here.

This prompts me to offer some advise about evaluating websites. It’s easier than you think to evaluate a site for credibility.  Probably all of you have seen this information at one point or another.  However, I was working on a project early this week and some of the sites I was visiting were no good.  So how did I know they were no good?

First, who is producing the site?  Are the individuals or the organizations providing the content known or qualified to produce information they are sharing.  Who is the author?  How do you know that the Answer Maven is who she states herself to be?  Generally, if information about the author of a blog is offered it can be authenticated.  You should verify the information offered.

How current is the information?  Look for a copyright date on a website or check for the currency of information on a blog.

Is there a way to contact the site about technical problems?  Is contact information provided for the people involved with the organization?

If it is easy to contact folks involved with the site and you verify the information through other reputable sources then you have taken important steps toward ensuring credibility.


Surprise, Silicon Valley

September 30, 2008

Facebook hires a GOP insider as their GC.  This was a surprise to Silicon Valley but I think it’s a good choice.  Who better to help Facebook weave through the maze of privacy regulations and public policy pitfalls than someone with experience.  Facebook, will inevitably face more governmental challenges as its constiuency grows to mirror the voting public.  Protection and strategic legal planning are a must for survival.   It just goes to show that understanding technology and patent processes isn’t enough for legal representatives of technology companies in today’s market.


Google replacing Search?

September 26, 2008

This post was brought to my attention through a listserv message that seemed to rail against the David Pogue’s endorsement of Google Search.

Now, I know the importance and value of the deep-web and the need for employing excellent and expert search techniques when conducting in-depth research.  However, my reading of Mr. Pogue’s post really wasn’t targeting Google as the end-all be-all of that type of research.  He was using Google for “everything” as described in a “populist” sense.

I must agree that when searching for blog postings or Amazon books or wikipedia articles, Google just makes it simpler, less steps, good reliable results.  The average user is satisfied with good reliable results.  That’s why Google is successful and will continue to be successful.

So use Google when it is appropriate.  And my fellow librarians and search mavens, don’t dismiss an endorsement of Google just because “everything” is mentioned.  In information there are no absolutes.


E-Discovery: Fear Motivates

September 26, 2008

I read a report yesterday called E-Discovery View from the  Front Lines by the Institute for the Advancement of the American Legal System.

This report provided a thorough overview of the growth in importance of E-Discovery to the legal system, a review of how e-discovery has changed in recent years, some interesting discussion of “litigation holds” and other best practices as well as some recommendations for change.

One of the interesting things I noted while reading this and several other publications related to e-discovery in the past few days is the emphasis on fear surrounding e-discovery.  It seems that law firms fear e-discovery due to costs, general counsel fears e-discovery due to costs and businesses fear e-discovery due to costs.  Some would say that if everyone is concerned about costs perhaps ways to reduce costs should be employed more consistently.

I don’t think that anyone affected by e-discovery is unwilling to do find and employ ways to reduce costs.  I think that e-discovery has been mainly reactionary rather than pro-active for all involved, including vendors.  An opportunity to make money by employing technology to manage a process for ESI (electronically stored information) presented itself and vendors adapted.  Law firms often seek out-of-the-box applications in order to solve problems and unfortunately, I don’t think that enough strategic planning is employed before choosing a solution.  This is of course, not the fault of the firms.  In my experience, law firm innovations are often pushed by client demand and all too often that demand is prioritized without the client having done their own preparedness.

A few years back this used to be the problem of big companies and large firms but with the reality of less than .1 percent of information created on paper this is everyone’s problem.  So you may ask what should you do to minimize the fear.

A few practical tips would be:

  • Plan based upon ESI work-flow
    • This plan should be a cross-functional team plan that brings the best planners from IT, info centers, and records management into the room with the strategic business planners
  • Don’t over retain your ESI, use the plan
  • End redundancy in ESI if it is stored at a departmental level, not every staff member should be required to retain the info
  • Investigate vendors and strategic who have solutions, not simply applications
  • Staff for ESI and E-Discovery – Having someone on board who understands the bigger picture for the Industry and information flow from creation to use is a no-brainer in reducing up-front costs.

Training Tip

September 25, 2008

Check this post from TechRepublic on some great ways to learn news skills for your own benefit.

I can personally vouch for the information you can learn just by volunteering and public libraries provide so much value for the cost if you just take a look at their offerings.  If you feel the offerings are a bit too basic for your needs how about volunteering to teach a more advanced course.


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