1 best practices for managing social media records chad j. doran, crm arlington county government...
TRANSCRIPT
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Best Practices for Managing Social Media Records
Chad J. Doran, CRM
Arlington County Government
Chief Records Management Officer
Objectives
– Upon completion of this session, you will be able to:
Understand recent uses of social media in business, government, and society;
Identify recent research and trends that can be applied to managing social media records;
Identify published standards, reports, and guidance for managing Web 2.0 content as records;
Implement practical strategies for managing social media records within organizations.
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Technical Change
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Social Media Use Haiti Earthquake 2010
Use of Twitter to coordinate emergency responses, collect donations, and communicate
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Social Media Use
Organized to mobilize local communities to support a local causes
Local communities collaborating internationally and globally
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Socal Media Use
Pope Benedict’s first Tweet on Twitter
Social Media Use
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NASA's Mars Curiosity uses FourSquare Tips – first “check-in” on Mars
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President Obama answers citizen questions using Google+ Hangout
Social Media Use
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Interaction between Oreo and AMC Theatres on Twitter
Social Media Use
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Social Media Use
CDC's “zombie post” on the Public Health Matters Blog
Records Management and Open Government
“The backbone of a transparent and accountable government is good records management.
To put it simply, the Government cannot be accountable if it does not preserve – and cannot find – its records” (NARA, 2010) .
Social Media Records Framework
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Questions to determine record status:
1) Is the information unique and not available anywhere else? 2) Does it contain evidence of an agency's policies, business, mission, etc.? 3) Is this tool being used in relation to the agency's work? 4) Is use of the tool authorized by the agency? 5) Is there a business need for the information?
*If the answers to any of the above questions are yes, then the content is likely to be a Federal
record. (NARA, 2010)
Social Media Tools Creating Federal Records!
NASA used Twitter to broadcast that that the
spacecraft Mars Phoenix had discovered water on
Mars.
TSA’s Evolution of Security blog used to
provide travelers with useful tips and clarification
regarding controversial incidents involving airport
security
The Library of Congress uses Flickr as a
repository for over 3,000 public-domain,
copyright-free photos so that all citizens may
access and catalogue the content13
Social Media Records Challenges
Retrieved from: http://www.wired.com/insights/2012/11/3d-visualization-big-data/
Social Media Meets “BIG DATA”
Social Media Records Challenges
Question:
What happens when
Facebook is gone?
Source: http://www.cs.odu.edu/~mln/pubs/jcdl09/archiving-facebook-jcdl2009.pdf
Social Media Records Challenges
Social Media Records Challenges
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Question: What here is the record?
What should we capture?
Social Media Records Challenges
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Question:
How do we know what to retain?
Crowdsourcing
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While we are waiting for the auto-catagorization “silver bullet” there may be other alternatives…
Question:
Who can explain this picture ?
Crowdsourcing
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Crowdsourcing
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Without realizing it - researchers at Stanford
university are tackling one of the most challenging records
management problems!!
Crowdsourcing
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Disruptive Innovation
Disruptive Innovation
Christiansen’s characteristics of a disruptive innovation:
“cheaper, simpler, smaller, and, frequently, more convenient to use” than the current sustaining technologies (Christensen, 1997).
Disruptive Innovation
(Image Retrieved from: http://web.mit.edu/6.933/www/Fall2000/teradyne/clay.html)
Human Computer Interaction
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Human Computer Interaction
Social Mediais inherently usable by design…
Human Computer Interaction
Pictured here is a standard DOD 5015.2 RMA…
Who wants to populate these fields??
Human Computer Interaction
29http://old.sigchi.org/cdg/cdg2.html
• What can we learn from the field of Human Computer Interaction (HCI)?
Data Visualization
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• Social Media Data Visualization
• How can we see our records in a different way?
Data visualization
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• Open source tools are available to analyze and visualize social media data
Standards Implications of web-based collaborative
technologies in records management (ARMA International, 2011)
– ARMA/ANSI International Standard
– Applicable to various organizational environments (public and private)
– Provides requirements and best practice recommendations related to policies, procedures, and processes for an organization’s use of Web 2.0/social media tools
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Studies How federal agencies can
effectively manage records created using new social media tools (Franks, 2011)– Identifies challenges, presents a
framework, and provides recommendations for managing social media records in federal agencies
Best practices study of social media records policies (ACT-IAC, 2011)– Explores and captures government
best practices of retention policies for social media used to support agency missions
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Studies New technologies, new challenges for
archival science: An annotated bibliography on social media and records (Shaffer, 2012)– Identifies various resources containing
information on social media and RM
Governing the social network: How U.S. federal department and agency records management policies are addressing social media content (Doran, 2011)– Provides analysis of RM policies and
framework for addressing social media in RM policies
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Reports
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A report on federal Web 2.0 use and record value (NARA, 2010)– Identifies characteristics of the
information that is found in web 2.0 formats and how those characteristics affect the value of the information
Social media: Federal agencies need policies and procedures for managing and protecting information they access and disseminate (GAO, 2011)– Identifies extent to which agencies have
developed and implemented policies and procedures for managing and protecting information associated with the use of social media
Reports
Gov 2.0 Taskforce: Project 9 report on preservation of Web 2.0 content (Australian Government Information Management Office, 2007)
– Australian Government Report
– Provides a framework for appraisal of Web 2.0 content, identifies emerging technologies for capture and preservation and makes recommendations on how to facilitate better use of Web 2.0 content.
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Regulatory notice 10-06: Guidance on social networking web sites (FINRA, 2010)– Provides guidance to organizations in
the financial sector on social media use and discusses recordkeeping implications
Guidelines for secure use of social media by federal departments and agencies (CIO Council, 2009)– Provides guidance to U.S. federal
departments and agencies on a number of technical issues related to social media (including implications for records management)
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Guidance
Guidance NARA bulletin 2011-02: Guidance on
managing records in Web 2.0/Social media platforms (NARA, 2011)– Provides guidance to U.S. federal
departments and agencies under the Federal Records Act
Social media, web-based interactive technologies and Paperwork Reduction Act (OMB, 2010)– Provides guidance to U.S. federal
departments and agencies under the Paperwork Reduction Act
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Department of Energy “Managing Social Media Records” Guidance Flowchart (DOE, 2010)
– Provides guidance to DOE staff members and contractors using graphical flowchart
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Guidance
Library of Virginia Records Management “Tips” on Social Media (LVA, 2013)– Responsibilities for managing
social media records under the VA Public Records Act
– Identifies tools that can be used to capture social media records
Records advisory: Preliminary guidance on social media (New York State Archives, 2010)– Guidelines intended to help local
governments and state agencies mitigate risks associated with the use of social media 40
Guidance
Practical Strategies
Review standards, studies, reports and guidance that apply to your specific organizational environment (government sector, private sector, etc.)
Review your organizational polices (RM and social media policy)
Ensure that organizational policies align with the recommendations in published standards, studies, reports and guidance
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Practical Strategies
Review and identify your organizational use (or planned use) of social media technologies (internal or external)
Ensure that your use and management of social media technologies aligns with recommendations in published standards, studies, reports and guidance
Continue to monitor changes to standards, studies, reports and guidance on an ongoing basis
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Conclusion
There are a number of resources that provide best practice guidance for the management of social media records
Apply recommendations in these resources to your organizational policies and use social media technologies
Continue to monitor for changes to these resources or newly published resources
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Questions?