Network Drive Re-Organization Using Retention Schedules, Software, and Consistent Naming

Erdmann, J. Case Study: Network Drive Re-Organization Using Retention Schedules, Software, and Consistent Naming.

This will be a case study/postmortem of a departmental share drive reorganization that included establishing file retention policies that was done in the Dean’s Office of the School of Education. We partnered with the UW Records Management Program to do this work. This means it involved multiple high profile stakeholders, a lot of data that started was in a drive that hadn’t been formally organized before, and data that varied from sensitive to trivial. I’ll cover how the project started, its goals, how it progressed, current state, and lessons learned – including what worked well and what we’d change if we did it again. This is for anyone who manages/works with network share drives, wants/needs to organize data in a shared environment, or has interest in those topics. This was the first time that Records Management worked with a department on a project like this, and there were many lessons learned by them and us that we want to share. Records Management has been presenting about this project in their groups and meetings and has written up a full case study on it. This presentation will use some of that information, but will also get more into the IT side of the project.

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