The ARMA
Educational Foundation has developed a
Research and Development Framework to help focus and provide context,
direction, and priorities for research and development efforts in
records and information management. This field is undergoing change of
unprecedented magnitude and velocity due to the rapid restructuring of
governments and other institutions; the impact of computers, digital
technology, the Internet, and the World Wide Web; and changing needs
and expectations on the part of customers of information as to how they
seek and use information. The changes in the field wrought by
technology and other forces have made many traditional approaches
obsolete, occasioned a substantial revision of others, and brought the
need to develop substantially new policies and programs that are suited
to the new information management challenges.
Information
managers need and are asking for fresh
thinking, new perspectives, and new products and tools to deal with the
challenges their programs face, particularly in dealing with the impact
and implications of information technology. However, technology changes
have come about so fast that there has not been time for either enough
thoughtful analysis or research and development efforts to fully
generate the new approaches and products that are needed. To date,
technology and institutional change have outdistanced information
programs’ capacities to accommodate and deal with them, in part because
research and development efforts have been less than adequate. There
has not been a consensus on the question or areas most in need of
attention. There has been a scattering of efforts, which has resulted
in less than optimal use of very limited time, limited funding, and
other research/development resources. Projects are too often carried
out in isolation, out of communication with other project leaders, and
without a framework to indicate priority categories where the work is
most needed and most critical. Much of the research that has been done,
including some that has produced excellent products, has had limited
impact because its results have not been made known or tested in actual
records and information management settings.
The
Foundation's Aims
The
Foundation, a newly organized entity that supports
research and education, believes there is a need for a clearer sense of
what should be accomplished in research and development if our field is
to master its challenges and continue its long record of service to
individuals, institutions and society. The Foundation hopes to lead,
coordinate, foster and facilitate focused research and development
efforts. We envision our main role, particularly in the next few years,
to be a catalytic one of fostering, coordinating, and providing
encouragement to others and, where appropriate, working in partnership
with them in the future, as resources are available, we hope to provide
direct funding for focused research and development efforts. We expect
to seek funds for the Foundation’s educational and research sponsorship
work and hope to carry out other initiatives such as symposia and
educational forums to review the status of research/development efforts
and keep up with the changes in the field.
One
operating assumption is that the records and
information community cannot effectively address or solve many of the
key issues acting alone; therefore, we need partners from within and
beyond that community. We will therefore favor projects and approaches
that involve partnership among: (A) individual information management
professionals; (B) records, archives programs and information
technology programs; (C) professional associations; (D) research
universities; (E) associations, institutions, companies within and
beyond the information management community. This final category –
people and resources beyond our community – is particularly important
in addressing many of the most critical and complex issues.
The
emphasis of research and development initiatives
should be in areas where the information professionals need new
strategies, products, and tools right away to deal with the
implications of information technology and other issues. Initiatives
need to focus on research and development to address critical issues in
a timely, effective fashion. The approach should be pragmatic: identify
a problem or issue, review best practices, look at actual records and
information settings, carry out analysis, develop solutions or
recommendations, bring a report or other product to completion in a
timely fashion, and widely disseminate the results. The field,
propelled by technology, is moving too fast, and the needs are too
great, for long, drawn-out projects.
Initial
List of Research and Development Areas:
The
following is an initial list of proposed priority
areas for research and development initiatives. The list is not in a
priority order.
- How to survey, monitor, measure, and track changes in
recordkeeping needs and practices in modern offices, particularly in an
electronic setting.
- How to reconceptualize what constitutes a "record" in
an
electronic setting and state it in a concrete, understandable way,
e.g., in a statutory definition in government or in a regulations or
directives for businesses.
- How to further develop and apply the concepts of
"recordkeeping system" and "corporate memory" in institutional
settings.
- How to tie information management issues and concerns
to
the notion of information as a key strategic resource/asset that drives
business supports services, etc.
- How to tie records issues and concerns to the
development
of information policy in government and other institutions.
- How to develop benchmarks and measurements for the
technical aspects of this field.
- How to articulate, dramatize, and raise the
visibility of
records and information management and the work of professionals in
this field.
- How to deal with records implications of Home Pages
and Web
sites, including their use to access records and their records
management implications.
- How to build effective partnerships and cooperation
among
information management professionals who have important influence on
records creation and management, e.g., computer specialists,
information technology experts, auditors, institutional counsel,
program managers.
- How to develop the most effective
approaches to education
and continuing professional development in this field.
In the
future, as the Foundation’s own funding becomes
available or as partnership interest raises to address the issues
detailed above and others, the Foundation will be more focused in
establishing policies and procedures which will enable it to move
quickly and efficiently on specific research and development endeavors
and projects.
Clearly
evident from the research framework document,
the Foundation understands that it will not be conducting research, but
rather that it will fund research, in whole or in part with other
funding bodies. It will build a research agenda with funding priorities
as criteria for funding research projects and build alliances with
other research funding bodies related to research in the information
management profession.