Notes: Strategies to Deliver Unstructured Data as Relevant Data

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Strategies to Deliver Unstructured Data as Relevant Data presented by Adele Carboni, CRM, PMP

ARMA Live Conference
San Diego Convention Center

Focus on unstructured data
Unstructured data= 80%
Structured data= 20%

Defining Taxonomy

Taxonomy Support= organizational chart, records retention schedule, review of shares structure currently being used.

Taxonomy goals= develop a controlled vocabulary, metadata relationships, provide non-technical users with a way to visualize and verify data, utilize attributes to allow for search to narrow results

Taxonomy Development= Browsing, Search, Hybrid, Index, Classify, Auto-classify

In a manual taxonomy structure in the electronic environment, if a folder isn’t being used, then it is removed if it hasn’t been used between 3-6 months for a taxonomy filing.

Retention Schedules go hand and hand with taxonomy (functional taxonomy or departmental taxonomy)

Assign retention at the highest level possible. Assign filing at the lowest level possible. Understand parent/child relationships.

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