Provides high-level records retention and stewardship guidance to Harvard offices (including Central Administration, Schools, research centers, etc.
faculty and staff and acts as a consultant on University information life cycle management and document management projects.
Responsible for writing and updating record schedules, including the General Records Schedule and office-specific records retention schedules, to satisfy business needs and remain in compliance with changing legal and regulatory requirements.
Conducts and provides guidance in legal, administrative, financial, and historical value analysis to determine records retention requirements.
Analyzes records retention and dispositions recommendations from various legal and professional sources; monitors changes in federal, state, and local laws and policies and works with stakeholders to update records schedules in a timely manner.
Collaborates with the Senior Digital Records and Information Manager to provide high-level guidance and assistance for offices in developing, implementing, and improving record keeping systems and practices, especially for born-digital records.
Under the leadership of the AUACDRMS, leads programmatic efforts to design and deliver a full spectrum of asynchronous and synchronous records management and stewardship policy training to the Harvard community;
and educational offerings on topics including understanding and applying Harvard records schedules and policies to records in all formats, information security protocols, and appropriate handling of confidential information.
Partners with the Office of General Counsel, Risk Management and Audit Services, and other stakeholders to align HUA policies with information governance guidance across university policies and offices, including policies relating to access to electronic information, retention and maintenance of research records and data, and authorization of destruction of digital content.
Supervises Records Manager / Archivist for Operations and may supervise LHTs, student employees, and interns.
With the Records Manager / Archivist for Operations, coordinates the destruction of records to ensure their proper and timely disposition.
Identifies and promotes the maintenance of records with long term historical or administrative significance to preserve institutional memory and heritage;
collaborates with CDRMS staff on the collection and appraisal of University records of long-term administrative or historical significance.
With the University Archivist and the AUACDRMS, coordinates with other Harvard archives / records management units to ensure the successful operation of Harvard’s records management program.
Presents and advocates on behalf of Records Management Services and the Harvard University Archives to the University and external communities, including outside vendors.
As assigned, serves on committees and working teams, in particular those seeking input from records management / archives on information governance, information security, and information technology.
Develops a vital records program that assures protection for important / historical University records. Works with staff responsible for security and disaster recovery to assure that vital records are protected.
Assists with the retrieval of records, as appropriate, to meet legal requests for documentation, including responses to subpoenas and similar requests for records or information.
Maintains currency in the field, both nationally and internationally.