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IRMS Conference 2017

Programme and Speakers 2008

Monday 21 & Tuesday 22 April

SessionDay and TimeSpeaker(s)
Keynote 1 - From YouTube to You Manage: the need to democratize the management of information Monday 09.15-10.00 Bailey, Steve - JISC infoNet
Collaborative Session 1 - What will organisations be doing with their electronic documents and e-mails in 2012? Part 1 & Part 2

Monday 10.30-11.20 &

Wilson, John - JMW Mosaic Limited
Blake, Richard - The National Archives
Hendley, Tony - Cimtech Ltd
Lappin, James - Thinking Records
Workshop 1 - What can we learn from Records Management within the University sector? Monday 10.30-11.20 Stephenson, Matthew - University of Salford
Burrow, Lucy - Cardiff University
Zawadzki, Matthew - Sheffield University
Workshop 2 - Information Security: Applying ISO27001 and risk assessment to records management Monday 10.30-11.20 Jeffrey-Cook, Richard - In-Form Consult Ltd
Workshop 2 - Information Security: Disaster Recovery - Lessons Learned following a fire at an office at Stirling Council Monday 10.30-11.20 Wilbraham, Fiona - Stirling Council
Workshop 3 - Records Management and Change: FOISA 2002: A Catalyst for Change within Scotland's Public Services? Monday 10.30-11.20 Burt, Dr Eleanor - University of St Andrews
Workshop 3 - Records Management and Change: The Fun Bit - Changing Behaviours Monday 10.30-11.20 McGilvray, Billy - Independent Knowledge Management Consultant
Workshop 4 - Using communities of practice to develop and promote records management Monday 11.30-12.30 Budzak, Danny - Being Digital
Workshop 5 - Your money and your life Monday 11.30-12.30 Knight, Kate - HBOS PLC
Workshop 5 - What we can learn from the private sector? (Oil and Gas) Monday 11.30-12.30 Michaelsen, Alf - Venture Information Management Ltd
Sponsored Session 1 - Beyond the Hannigan Report: What are the Challenges and Opportunities arising from the Government's Reviews into Data Protection? Monday
11.30 - 12.30
Brockington, Gordon - Iron Mountain
Gordon, Veronica - Iron Mountain
Hague, Hermione - McGrigors LLP Solicitors
Keynote 2 - Managing records and making knowledge: records management in the 21st century organisation Monday 14.00-15.00 Harries, Stephen - Critical Information
Collaborative Session 2 - Will social computing tools (blogs, wikis, social networking sites and tags) help or hinder records management? Monday 15.30-16.30 Gregory, Keith - NHS PASA
Workshop 6 - Knowledge management 2.0: KPMG's experience Monday 15.30-16.30 Hughes, Ceri - KPMG
Donner, Thore - KPMG
Workshop 7 - Records Management in the NHS - Opportunities and threats in the Information Governance agenda Monday 15.30-16.30 Rankin, Frank - NHS Education for Scotland
Workshop 7 - What can we learn from the Health sector? Monday 15.30-16.30 Gadsden, Anne - North Cumbria Acute Hospitals NHS Trust
Workshop 8 - Promoting records management in a time of information overload Monday
15.30 - 16.30
Smith, Robin - Nottinghamshire County Council
Workshop 8 - Make 'em laugh! Using humour so that all staff enjoy the dullest of record management tasks! Monday 15.30-16.30 McLean, Bob - The Wellcome Trust
Keynote 3 - Electronic Document and Records Management Using Microsoft SharePoint 2007 without the need for an additional back end repository Tuesday 9.15-10.00 Smethurst, Roger - DEFRA
Debate 1 - Has EDRM been a success? Tuesday
10.30 - 11.20
Bailey, Steve - JISC infoNet
Bowen, David - Audata
Workshop 9 - Open Source EDRM at Islington Council Tuesday 10.30-11.20 Good, Dr Kit - Islington Council
Tuck, Jeremy - Islington Council
Update Workshop 1 - Re-developing the records management code of practice under section 46 of the FOI Act Tuesday 10.30-11.20 Healy, Susan - The National Archives
Update Workshop 1 - Freedom Of Information Update Tuesday 10.30-11.20 Hasan, Ibrahim - Act Now Training
Sponsored Session 2 (Objective Corporation) - Experiences with EDRM - Your Questions Answered Tuesday 10.30-11.20  
Workshop 10 - The future of EDRM Tuesday 11.30-12.30 Blake, Richard - The National Archives
Russell, Eleanor - The National Archives
Workshop 11 - What can we learn from local government? Tuesday 11.30-12.30 Dodgson, Paul - Driving Standards Agency
Drew, Alison - Portsmouth City Council
Sponsored Session 3 (Open Text) - Supporting transformation through Records Management Tuesday 11.30-12.30 Moffat, Rachel - Lancashire County Council
Carr, Dave - Lancashire County Council
Workshop 12 - Fundamentals of Getting Comfortable with Effective Public Speaking Tuesday 11.30-12.30 Davidson, Jim - Aberdeen Toastmasters Club
Keynote 4 - Records management principles and practice in the post-modern world Tuesday 14.00-14.50 McLeod, Julie - Northumbria University
Update Workshop 2 - How to use MoReq2 - practical advice on getting the best results Tuesday 15.00-16.00  
Workshop 13 - Making search work - the benefits and the challenges Tuesday 15.00-16.00 White, Martin - Intranet Focus Ltd
Workshop 14 - Living the Dream - the pleasures and pains of life as a self-employed Information Management Consultant Tuesday 15.00-16.00 Jack, Heather - HJBS Limited
Workshop 14 - What is it like being a records management consultant? Tuesday 15.00-16.00 Lappin, James - Thinking Records
Workshop 15 - Assessing the IM landscape: the picture in Scottish local government Tuesday 15.00-16.00

Lightowler, Claire - Improvement Service

View/download the the IRMS Conference 2008 Programme (PDF, 248.2KB)
[File last updated on 16th Apr 2008]

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Master Classes

Post conference master classes took place on Wednesday 23rd April at the Sheraton Grand Hotel.

Project Management for Records Managers

Gary Johnston - Pfizer Global Research and Development

David Bowen - Audata

This course will use a case study to introduce techniques that can be used to plan and manage a project. The case study is based on a typical records management scenario. The course will focus on project activities including:

  • Project Roles
  • Cost Benefit Analysis
  • Scheduling
  • Risk Management
  • Quality Assurance
  • Project Communications
  • Monitoring a Project

The course will be based on the PRINCE2 project management methodology.

Gary Johnston Biography

Gary Johnston is an experienced and qualified records manager, having completed his MSc though the University of Northumbria. His current role is as Records Compliance Manager for Pfizer Global Research and Development where he is responsible for ensuring that records management activities comply with relevant legislation and guidelines. He has previously worked on a range of records and information management projects for public and corporate clients, ranging from indexing hardcopy records, merging records management systems and processes during acquisitions and mergers, implementing EDRMSs, constructing classification schemes, conducting information audits to digital preservation. Gary is a Chartered Manager and qualified PRINCE2 project manager.

Dr David Bowen Biography

Dr David Bowen initially trained and worked as a research chemist, culminating with a managerial scientific position within Pfizer before being instrumental in setting up the newly formed information management department and working as a project manager. David managed a range of information and records management projects, including an electronic archive, an electronic retention schedule and a records management system. David set up Audata 10 years ago and has worked on many projects in both the private and public sectors.

Developing a Functional File Plan

John Wilson, JMW Mosaic Limited

The course is aimed at records managers and other information professionals who need to develop or manage a functional file plan as part of a records management programme or in preparation for the introduction of an electronic records management system.

The course consists of the following sections:

  • Classification schemes and file plans – what they are, what they are not and why they are needed.
  • Types of classification schemes – a look at different types of classification schemes functional versus subject based classification schemes.
  • How to create a functional file plan – a look at the steps involved in creating a functional file plan to meet the needs of your organisation.
  • Example file plans – a look at some file plans and classification schemes.
  • Implementing a functional file plan – managing the changes associated with implementing a functional file plan.

John Wilson Biography

John is the Managing Director of JMW Mosaic Limited, an independent company established in 1994 to provide records and information management training and consulting. John has undertaken projects for clients in a range of sectors including central and local government, banking, energy, biotechnology and the utilities in the UK and overseas. Prior to establishing JMW Mosaic, John worked in both the public and private sectors and was Head of Information Services with BP Exploration.


Conference Site Visits

Site visits took place during the Conference. Places were limited to 25 per visit.

Monday 21st April:

Tuesday 22nd April

University of Edinburgh

University of Edinburgh

10am-12.30pm Monday 21st April

Topic of the visit

"Promoting Records Management to Users: Sticks or Carrots?”

This session was an opportunity for delegates to discuss their views with colleagues and to share their experiences. The discussions was kick-started by two presentations one advocating a ‘stick’ approach and the other advocating a ‘carrot’ approach.

Historical background

The University was established by a Royal Charter granted by James VI in 1582. This was an unusual move at the time, as most universities were established through Papal Charters. What makes the University of Edinburgh even more unusual is the fact that its funding came the following year from the Town Council, making it in many ways the first civic university, known as the 'Tounis College'.

The session will be held in the Raeburn Room in Old College. Old College was the University's first real campus. The foundation stone was laid in 1789, with the original plan of the building prepared by Robert Adam who died in 1792 before the building had been completed. The work was hindered by the Napoleonic Wars and it was not until 1816 that William Playfair was appointed to complete the building.

During the session participants will have the opportunity to enjoy the magnificent portraits by Sir Henry Raeburn (1757-1823) hung in the Raeburn Room. Those with an interest in history may also like to know that the Raeburn Room stands on the exact site of the murder of Lord Darnley, husband of Mary Queen of Scots. Lord Darnley was murdered in 1567 when the house he was lodging in at Kirk o' Fields was blown up.

Organisational background

The University of Edinburgh is a large, diverse organisation with over 7,000 staff and over 23,000 students spread across over 300 buildings throughout the city of Edinburgh. The University is a leading international centre of academic excellence and one of the largest research universities in Britain.

The University has a highly devolved structure. The academic structure consists of 21 schools grouped into three colleges: the College of Humanities and Social Science, the College of Medicine and Veterinary Medicine and the College of Science and Engineering. The colleges have substantial devolved responsibilities and, in size, are similar to some smaller British universities. The administrative structure of the University is divided into three support groups of varying size.

Records management background

The Records Management Section was established in December 2002 in response to the Freedom of Information (Scotland) Act and recognition that formal records management was required to fulfil the requirements of the Act. At that time data protection responsibilities were also transferred to the Records Management Section.

The Records Management Section is part of the Academic Registrar's division and reports to the University Secretary and the Academic Registrar.

Further information about records management at the University is available at

Scottish Government

Scottish Government

2pm-4.30pm Monday 21st April

This visit was to Victoria Quay, the largest building of the several which form the Scottish Government’s Edinburgh estate. The building is sited on the waterfront at Leith, an area of Edinburgh which is the site of a major re-development initiative over the next few years, and is five minutes walk from the Ocean Terminal, where the Royal Yacht Britannia is permanently docked and open to visitors.

A presentation package was delivered surrounding how Scottish Government manages its records in 2008. This included talks by one of the Information Management Advisers and one of the Information Management Support Officers regarding their roles and how they fit in to the information management structure.

Scottish Parliament

Scottish Parliament

10am-12.30pm Tuesday 22nd April

This visit provided delegates with an opportunity to tour the public and working areas of the Scottish Parliament. It included a visit to the Donald Dewar Reading Room which houses the special collection of books and papers gifted to the Parliament by the late Donald Dewar, Scotland’s first First Minister.

Delegates learnt about the work of the Scottish Parliament Information Centre and the central role that records management is taking in developing information standards to underpin our information management strategy. A short presentation will outline the Scottish Parliament’s approach to mobilising good practice in record keeping and delegates will have the opportunity to share their experiences in engaging staff.

The Scottish Parliament Building

Scotland's new Parliament sits at the foot of Edinburgh's famous Royal Mile in front of the spectacular Holyrood Park and Salisbury Crags. Constructed from a mixture of steel, oak, and granite, the complex building has been hailed as one of the most innovative designs in Britain today. Drawing inspiration from the surrounding landscape, the flower paintings by Charles Rennie Mackintosh and the upturned boats on the seashore, Enric Miralles, one of the world's premier architects, developed a design that he said was a building "growing out of the land".

Background on the Scottish Parliament

The Scottish Parliament is the law-making body in Scotland for devolved matters such as health, education, housing and justice. It is made up of 129 Members of the Scottish Parliament (MSPs).

The main functions of the Parliament are:

  • to make laws on devolved matters by examining, amending and voting on bills
  • to hold the Scottish Government to account through oral and written questions, and through the scrutiny of its policies in the committees
  • to debate important topical issues
  • to conduct inquiries and publish reports

The Scottish Parliament also has the power to raise or lower the basic rate of income tax by up to three pence in the pound.

National Archives of Scotland

National Archives of Scotland

2pm-4.30pm Tuesday 22nd April

The NAS holds records dating from the 12th Century to the present day and exists to select, preserve, and make available the national archives of Scotland. An Agency of the Scottish Government, the NAS provides advice to Scottish Ministers on records and information policy, and advises Scottish public authorities about the creation and management of their records. It also advises public and private owners about their historical records, and provides a reference service to the public on all aspects of the national archives.

The visit incorporated a presentation on the work of the NAS, focusing on the role of the Government Records Branch, together with a tour of General Register House, which is one of the oldest custom-built archive buildings still in continuous use in the world. Designed by the eminent Scottish architect Robert Adam, the foundation stone was laid in 1774 and the building was finally completed in the 1820s. General Register House is currently undergoing refurbishment to provide accommodation for the new ScotlandsPeople family history centre, in partnership with the General Register Office for Scotland and the Court of the Lord Lyon.


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