Foundation Sponsored Research Projects

Research in the field of information and records management is a primary component of the mission of this foundation.  Funds for research come from the income generated by the Foundation's Endowment Fund and from partner organizations within the profession.  The funding source is identified for each project.

The ARMA International Educational Foundation is classified by the United States Internal Revenue Service as a non-profit 501(c)3 organization.  While all research is owned by the ARMA International Educational Foundation and is protected by US Copyright Laws, the Foundation makes it available without charge to further the professional development of all members of the information and records management profession.  The Foundation is solely dependent up the gifts and contributions for its support and for building the Endowment Fund. 

If you benefit from these research projects, we encourage you to contribute to the Foundation Endowment Fund to provide more funds to conduct more research of this quality.  To make a credit card contribution on line, click on the “Click and Pledge” icon.

Click on the paper you wish to download:

• LEGAL HOLDS FOR “ANTICIPATED LITIGATION”: New Case Developments to Determine Triggering Events & Scope of Production—A Study by John J. Isaza, Esq. Funded by contributions from the Los Angeles and Orange County Chapters of ARMA International to The ARMA International Educational Foundation.
• Proving the Authenticity of a Document in Electronic Format Introduced as Evidence—A Study by Stephen Mason. Funded by the ARMA International Educational Foundation.
• Freedom of Information: History, Experience and Records and Information Management Implications in the USA, Canada and the United Kingdom—A Study by the Constitution Unit, Department of Political Science/School of Public Policy, University College, London UK. Funded by a grant from the Houston Chapter of ARMA International and the ARMA International Educational Foundation.
• RIM Checklist for Mergers, Acquisitions, Divestitures, and Closures—A Study by John T. Phillips, CRM, FAI. Project underwritten by the Twin Cities Chapter of ARMA International.
• A Minor Nuisance Spread Across the Organization: Factors leading to the Establishment and Support of Records and Information Management Programs—A Study by Richard J. Cox, Ph.D for The ARMA International Educational Foundation.
• Legal Holds & Spoliation: Identifying a Checklist of Considerations that Trigger the Duty to Preserve—A Study by John J. Isaza, Esq. Funded by The ARMA International Educational Foundation.
• Access Rights to Business Data on Personally-Owned Computers—A Study by John C. Montaña, J.D. for The ARMA International Educational Foundation funded by a grant from the Houston and Calgary Chapters of ARMA International.
• Identifying and Classifying E-Messages as Records—A Study by Jesse Wilkins, CDIA for The ARMA International Educational Foundation. Research conducted and donated to the profession by Mr. Wilkins.
• Legal Obstacles to E-Mail Message Destruction—Original report is in English with translations into French and Spanish Available. Research by John C. Montaña, J.D. Editorial assistance from John R. Kain, M.A. Research assistance from John R. Kain, M.A. and Kathleen Nolan, M.D., M.S.L
  Spanish
  French
• Big Buckets or Big Ideas? Classification vs Innovatiion on the Enterprise 2.0 Desktop—A Study by Patricia Galloway, PhD CDP funded by The ARMA International Educational Foundation.
• USA Federal Requirements for Personal Information Protection—A Study by Virginia Jones, CRM, FAI for The ARMA International Educational Foundation funded by a grant from the Metropolitan New York City Chapter of ARMA International.