Information Management Reference Model
The Information Management Reference Model (IMRM) Draft Guide
Please take a few minutes to complete the survey on Information Governance Practices and Perspectives. The survey is being conducted by CGOC in conjunction with EDRM and its IMRM Project. We will share the results with all participants and your perspective is really important!
The mission of the IMRM Project is to provide a common, practical, flexible framework to help organizations develop and implement effective and actionable information management programs.
The IMRM Project aims to offer guidance to Legal, IT, Records Management, line-of-business leaders and other business stakeholders within organizations. The Project seeks to facilitate dialogue among these stakeholders by providing a common language and reference for discussion and decision-making based on the needs of the organization.
Relationship to EDRM Framework
The IMRM is an entirely new reference model; a separate counterpart to EDRM.
The IMRM Project does NOT aim to solely build out the Information Management node of the EDRM framework. It will be extensible in numerous directions, such as records management, compliance, and IT infrastructure.
The IMRM will stand alone but will not be isolated. It will have conceptual correlations to IM-related activities/processes, such as RM, compliance, ECM, e-discovery, etc.
Filling a Need
There is a genuine need for a general-purpose, broadly applicable reference framework for the industry at large (end users, vendors, influencers, and other market players). No such model currently exists. While there are many IM-related frameworks, they typically deal with RM/structured information, or are organization-specific, not “generic” or broadly applicable across multiple industries, functions, etc.
A Communications Tool
The IMRM will help bridge gap between IT, Legal, Compliance, RM, and other stakeholder groups within organizations. The IMRM does NOT aim to produce a model that is prescriptive in nature; rather, it seeks to provide a reference that will promote cross-functional dialogue and collaboration.
Accomplishments
- IMRM Project established at EDRM kickoff meeting in May 2009
- Agreed-upon objective, scope of project (broad; not limited to e-discovery)
- Organization into 6 sub-groups to research and gather input from a wide variety of resources (organizations, experts, and industry professionals):
- SG1 = Technology industry analysts
- SG2 = Industry trade associations: ARMA, AIIM, ISACA
- SG3 = ECM vendors and other IM vendors
- SG4 = Standards and certification organizations: ISO, ITIL, DoD, etc.
- SG5 = Healthcare (AHIMA, HIMSS)
- SG6 = Corporations
- Varying levels of progress have been made with each of the sub-groups; but for the most part, each sub-group gathered resource material, conducted preliminary research, and engaged in dialogue with target sub-group audiences
- Developed multiple preliminary IMRM framework(s) for internal review, comment, refinement, further development
- Developed and decided on primary IMRM framework (Level 1) diagram (currently in development but available to make public as an initial draft)
- Released version 1 of draft IMRM framework for public comment
Goals
- February-May 2010: Public comment period:
- Obtain comments via multiple sources; in addition to general public comment, we will seek feedback via: (a) outreach activities of each of the 6 sub-groups, and (b) additional proactive outreach methods, which may include a structured, formal feedback mechanism
- Develop and produce draft working definitions document based on research and activity across all 6 sub-groups to accompany framework and describe components
- Intake comments; develop and refine framework and supporting materials; repeat as necessary (within reason)
- May 2010 (EDRM annual meeting): Official launch of IMRM framework
- Membership to date: 53 individuals with representation from 27 organizations
- Nearly 20 percent of the group is comprised of individuals who are currently serving, or have previously served, as professional records and/or information managers (actually carrying out RIM functions within their organizations).
Draft IMRM Narrative (version 1.0)
(posted Jan 30, 2010; pdf; 115.09 KB)
Draft explanation of Information Management Reference Model preliminary diagram, prepared for Feb. 1, 2010 EDRM lunch-and-learn session- IMRM Overview (version 1.0)
(posted Jan 30, 2010; pdf; 123.85 KB)
Overview of the Information Management Reference Model (IMRM) Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
- Full Set of Materials from EDRM Lunch-and-Learn Session at LegalTech - March 1, 2010
Here are links to all the materials used and distributed at the EDRM lunch-and-learn session at New York LegalTech
- 2010-2011 EDRM Kickoff Meeting Update - February 26, 2010
Whether you are a current EDRM participant, an EDRM alumnus, or have never participated in EDRM, we invite you to the kickoff meeting for the 2010-2011 EDRM year - our sixth year!
- Electronic Discovery Reference Model (EDRM) Announces Public Comment Period for All E-Discovery Projects - February 23, 2010
ST. PAUL, Minn. – February 23, 2010 – The Electronic Discovery Reference Model (EDRM) project teams announced today announced the beginning of the public comment period for new work product drafts posted on the EDRM website.
- Information Governance Practices and Perspectives Survey - February 16, 2010
- Overview Materials for EDRM Lunch-and-Learn Session - January 30, 2010
Overview materials for the Feb. 1, 2010 EDRM lunch-and-learn session are now available for download
- IMRM Diagram - January 28, 2010
We have added a draft Information Management Reference Model (IMRM) diagram to the IMRM page
- EDRM at LegalTech - November 10, 2009
EDRM will at LegalTech NY, with a Lunch & Learn session on Monday, February 1, 2010, in the Hilton's Petit Trianon room. Find out what we have been doing with EDRM, where we hope to go with the projects, and how you can get involved.
- EDRM Approaches Mid-Year Meeting With New Website and Significant Project Advancements - October 17, 2009
The Electronic Discovery Reference Model (EDRM) project today announced that it is now easier for users to find the valuable research and standards created by the leading e-discovery industry group via a completely re-designed website, www.edrm.net. In addition, the EDRM leaders, Tom Gelbmann and George Socha, have provided updates to all of the working projects in advance of the mid-year meeting, which is being held from Oct. 20-21, 2009, in St. Paul, Minn.
- What’s New at EDRM - September 11, 2009
Great strides have been taken over the past two years to flesh out and further define the EDRM model. Over the next few months, you will be seeing two years worth of active collaboration, refinement and modeling being added to the EDRM website. As part of that process, we are re-building the site to provide users an updated interface with easier access to the valuable research and content. In that realm, we wanted to provide a quick update on what’s happening in each of the projects.
- EDRM Announces New Project Leadership Teams for 2009-10 - June 24, 2009
ST. PAUL, Minn. – June 24, 2009 – The Electronic Discovery Reference Model (EDRM), an industry group created to develop and establish practical guidelines and standards for electronic discovery, today announced the project leadership teams for its 2009-10 session. The teams, who are leading eight EDRM projects, including the new Jobs and the Information Management Reference Model projects, comprise e-discovery veterans from throughout the industry, including:
Project Leaders | Organizations | Individuals
| Project Leaders |
|---|
|
Irvin, Reed (CA Inc.) Song, Sandra (H5) |
| Individuals (58) | |
|---|---|
| Andrzejewski, Keith | KPMG LLP |
| Antony, Erica | Symantec Corporation |
| Baldwin-Stried Reich, Kimberly | Individual Participant |
| Barassi, Theodore Group Product Manager, E-Discovery and Information Risk | Symantec Corporation |
| Baron, Deborah Vice President, Legal and Compliance | Autonomy |
| Bookwalter, Thomas Practice Director | H5 |
| Burns, Jim Vice President of Sales | eMag Solutions, LLC |
| Byrne, Josh | Risk Sciences |
| Chapman, Andrew EMC Documentum SharePoint Technologies Group Conte | EMC Corporation |
| Cogan, John Product Marketing Manager | Fios, Inc. |
| Cronan, Aaron | Fios, Inc. |
| de Bie, Rempko Marketing and Product Management | ZyLAB Distribution BV |
| DeLucia, Jennie | Individual Participant |
| DeSilva, Nishan | Individual Participant |
| DeSilva, Nishan | Individual Participant |
| Dickman, Dave | Nuix, Corporation |
| Dickson, Virginia | PSS Systems |
| Doherty, Stephen Principal | eDiscovery Management Associates, LLC |
| Ergulen, Aliye Offering Manager | IBM eDiscovery |
| Garber, Joe Sr. Director, Product Marketing | RenewData |
| Gavin, Jean Principal | eDiscovery Management Associates, LLC |
| Goranson, Annie Discovery Counsel | Symantec Corporation |
| Hausmann, Kevin Solutions Consultant – Director | Pitney Bowes Legal Solutions |
| Horn, William | Individual Participant |
| Irvin, Reed | CA Inc. |
| Jaibaji, Amir | Stored IQ |
| James, Susan | Individual Participant |
| Jenkins, JR | FTI Consulting |
| Johnson, Jeff | American Data Services |
| Kaul, Vikram | Mindtree Ltd. |
| Kessler, Richard Managing Consultant | Individual Participant |
| King, Laurie Business Portfolios Manager – IT/Legal | Individual Participant |
| Kramer, Jeff | Risk Sciences |
| Lloyd, Valerie | Xcel Energy |
| Luellig, Lorrie Of Counsel | Ryley, Carlock & Applewhite |
| Magnuson, Doug | Individual Participant |
| Maunder, Anurag CTO | Kazeon Systems, Inc. |
| McAlvany, Betty Director Product Development | Pitney Bowes Legal Solutions |
| Middleton, Mark | Hanzo Archives Limited |
| Mueller, Fritz Sr. Director of Product Management, E-Discovery Business Unit | i365, A Seagate Company |
| Nalle, Richard Director Advisory Services | KPMG LLP |
| Paknad, Deidre CEO and President | PSS Systems |
| Pepiton, Peter Discovery Product Manager | Individual Participant |
| Podolny, Shelley | H5 |
| Rapp, Jennifer | Autonomy |
| Regan, Sean Product Marketing Enterprise Vault | Symantec Corporation |
| Rey, Jorge | Individual Participant |
| Shook, James Ediscovery and Compliance Solutions Consultant | EMC Corporation |
| Smith, Christopher | Anacomp, Inc. |
| Smith, Glenn Senior Partner | Lenczner Slaght |
| Song, Sandra Director, Corporate Communications | H5 |
| Stewart, Doug Director of Technology | Daegis |
| Stromberg, Jay | Techlaw Solutions |
| Tarr, Brett Marketing Director | eMag Solutions, LLC |
| Thierfeldt, Alan eDiscovery Specialist | United Technologies Corporation |
| Wolf, James | H5 |
| Zafrin, Warren | KPMG LLP |
| Zoellner, Keith | Stored IQ |
[...] Information Management Reference Model (IMRM) (2009): The Information Management Reference Model Project has organized into six working groups, each focused on gathering input from a wide variety of organizations and experts, including analyst firms, corporations, electronic content management (ECM) vendors, healthcare organizations, industry trade associations, and standards and certification groups. The project seeks to facilitate dialogue among legal, IT, records management, line-of-business and other stakeholders by providing a common language and reference for discussion and decision-making based on the needs of the organization. For more information, visit http://edrm.net/activities/projects/information-management-reference-model [...]
I’m wondering how/if ARMA’s GARP (Generally Accepted Recordkeeping Principles) and its associated maturity model will be leveraged in this effort. It appears to me that the intent of this group is to develop a GARP-like model, and I’m just not sure of the value of creating another one. Why not leverage what already exists?
Plus, I would contend that how Information Management is depicted in the EDRM Model is misleading. Information Management is pervasive and non-stop. It doesn’t start when litigation ensues or is reasonably expected; it happens without regard to litigation at all (or at least it should). In my opinion, Information Management shouldn’t be depicted as a “step”, rather as an overarching activity and guiding principle to the eD process.
Anyway, just some thoughts. Would love to see some of this addressed somewhere.
Julie
I agree with Julie. If anything, what’s referenced here is nice picture for attorneys to use in their pitch decks for e-discovery services. This is more of the EDRM tail wagging the dog. For purposes most valuable to large and small enterprises, it’s best to ground information management reference models in a set of core principles about enterprise information and records. GARP is a convenient place to start.
[...] first box of the EDRM diagram into its own full Information Management Reference Model (IMRM). The working draft is a series of concentric circles outlining the information lifecycle from creation to retention, [...]
I wonder how many records management professionals if any were involved in the development of this model? I seem to recall seeing a large number of vendors participating
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Interesting development re the Federal Sentencing Guidelines. Proposed amendments that specifically reference the obligation to make employees aware of a company’s document retention policy.
This is going to generate some work.
http://www.ussc.gov/2010guid/20100121_Reader_Friendly_Proposed_Amendments.pdf
Go here and search for “document” to get the two amendments.