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Managing Vital Records:  The Home Front Tennessee Society of Archivists J. Michael Pemberton, Ph.D., CRM Information Management Associates, Inc. November 7, 2001
At work, at home ,[object Object],[object Object],[object Object]
At work, at home ,[object Object]
At work, at home ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
At work, at home ,[object Object],[object Object],[object Object]
At work or at home ,[object Object]
“Records Is Records” ,[object Object],[object Object],[object Object],[object Object]
 
At work, at home ,[object Object],[object Object],[object Object]
How to start?  (1) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Rule of Thirds ,[object Object],[object Object],[object Object]
How to start?  (2) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to start?  (3) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
At work, at home ,[object Object],[object Object],[object Object]
A home is a managed enterprise . The most fundamental responsibility of any manager is the protection of the organization’s assets.
Defining “vital records” ,[object Object],[object Object],[object Object]
Fundamental roles of  “vital” records ,[object Object],[object Object],[object Object]
Standard strategies  (1) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Standard strategies  (2) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Standard strategies  (2a) ,[object Object],[object Object],[object Object],[object Object]
First vital records recovery? Alexander’s Records Center Eumenes of Cardia
Home/business parallel Most businesses suffering a major fire in which they lose their vital records go out of business (NFPA).
“Won’t happen here!”
“And not here either”
More than fire . . . Tornadic activity Floods Theft
Fires: fast and slow ,[object Object],[object Object],[object Object],[object Object],[object Object]
Your vital records  (1) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your vital records  (2) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your vital records  (3) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your vital records  (4) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Non -vital records (examples) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Put it all in the bank? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Retention Schedule Example Death + 7 yrs. Home SDB Birth certificates Update as needed Home SDB Household inventory Withdraw-al + 3 yrs. Home SDB IRA-related papers Expiration Attorney SDB Life insurance Policies w/ numbers How Long Where--2 Where--1 Record
Be extra careful ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Don’t forget: help is as close as your nearest consultant!

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Family and Home Records Management

  • 1. Managing Vital Records: The Home Front Tennessee Society of Archivists J. Michael Pemberton, Ph.D., CRM Information Management Associates, Inc. November 7, 2001
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.  
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15. A home is a managed enterprise . The most fundamental responsibility of any manager is the protection of the organization’s assets.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. First vital records recovery? Alexander’s Records Center Eumenes of Cardia
  • 22. Home/business parallel Most businesses suffering a major fire in which they lose their vital records go out of business (NFPA).
  • 24. “And not here either”
  • 25. More than fire . . . Tornadic activity Floods Theft
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33. Retention Schedule Example Death + 7 yrs. Home SDB Birth certificates Update as needed Home SDB Household inventory Withdraw-al + 3 yrs. Home SDB IRA-related papers Expiration Attorney SDB Life insurance Policies w/ numbers How Long Where--2 Where--1 Record
  • 34.
  • 35. Don’t forget: help is as close as your nearest consultant!

Editor's Notes

  1. Records managers are interested in all types of records, those created or received in the normal course of business of an organization. We are interested in 100% of the records, not merely those of archival quality. Some of those who’ve been at records management for a while realize that increasingly our homes support ever more complex information activities: we send and receive bills, bank statements, insurance premiums, advertising, catalogs, notices of various kinds about things of interest to us. Many homes also support hobbies or home-based businesses. These functions give rise to additional types of records. An associate and I have been looking into the market for home-based records management books; there are more of these out there than one might think, but most of them are really books about getting well organized and just a bit about records issues. Our presentation today focuses on the problems that a home disaster can bring to the records part of our lives, how we can identify records that should be protected, ways to protect the most important records, and ????????