SESSION 2/4B: "E-Record Preservation Made Easy: A 6-Step Plan to Overcome Being Overwhelmed"


2B OVERVIEW: Public sector organizations are now taking steps to mitigate and protect electronic records by integrating digital preservation technology and good practices into their enterprise infrastructure; recognizing that content servers and backup systems provide only "bit level" protection and are insufficient for ensuring authenticity and future readability. But, between the growing volumes of records, proliferation of Microsoft 365, and the complexity of unstructured information, the task of preserving your electronic records for the long-term can feel downright overwhelming.

Don't worry, you're not alone! Many organizations struggle with these challenges, but there are steps you can take to make the process easier and more efficient.

In this session, the presenters walked attendees through a step-by-step plan for preserving their electronic records in a way that ensures their integrity and accessibility for years to come.

That 6-step approach included: 

1. How to analyze your backlog 
2. Structuring your archive 
3. Managing your metadata 
4. Controlling access 
5. Efficient ingest 
6. Defining policies 

If you're feeling overwhelmed by the task of preserving your electronic records, this session is for you. Review this recording to learn practical, actionable steps you can take to make the process easier and more efficient.

2B GARA COMPETENCY AREA: "Electronic Records and Information Management" OR "Archives and Long-term Preservation"

2B SPEAKERS: Mike Davis, Senior Solutions Architect, Preservica, and Halley Grogan, Digital Archiving Success Manager, Preservica


Michael Davis is a senior solution architect for Preservica and is currently based in Boston, Preservica's North America headquarters. He has over 30 years of experience working with software organizations. Michael provides transformative solutions to a broad array of business challenges in both the public and private sector. He enjoys working with a wide range of customers to help them succeed.

Halley is a Digital Archiving Success Manager on the Customer Experience team at Preservica. Prior to starting at Preservica, she worked as an archivist for 10 years in state and local government archives, specializing in digitization of archival records, legacy metadata projects and arrangement and description of electronic records. Halley has an MS in Information Studies from the School of Information at the University of Texas at Austin and has a Digital Archives Specialist certificate from the Society of American Archivists.