AI+ for Records & Information Management
Classify, Retrieve and Govern Information at Scale with AI
Your shared drives are full of unclassified documents. Your FOI queue is growing. Your retention schedule hasn't been reviewed since before GDPR. This book gives records and information professionals the RECORD Protocol — a six-step framework for integrating AI into every stage of the records lifecycle — plus over 30 prompt templates covering classification, FOI research, retention scheduling, and digital preservation. Built by an AI engineering firm for records professionals who know governance is their job — and want AI to make the hard work faster, not riskier.
Records managers, information managers, document controllers, and information governance officers in government agencies, healthcare organisations, universities, financial institutions, and large corporates — typically 3–15 years' experience in RIM; aware that AI exists but uncertain how to apply it without creating compliance risk
Also for:Archivists and institutional archive professionals; compliance officers with records management responsibility; library and information science professionals transitioning into records management; operations managers inheriting responsibility for records systems
- Apply the RECORD Protocol to classify, store, retain, and dispose of records using AI assistance
- Design AI-assisted workflows for metadata tagging, intelligent search, and FOI/SAR response processing
- Evaluate AI tools for records management against information governance and compliance requirements (ISO 15489, GDPR, Freedom of Information legislation)
- Build a retention scheduling system using AI to identify categories, flag expired records, and manage legal holds
- Develop a 90-day modernisation plan for the AI-augmented records function
- Diagnostic
- How AI-ready is your records function?
- Chapter 1
- AI in Records & Information Management Right Now
- Chapter 2
- The RECORD Protocol
- Chapter 3
- Intelligent Search and Retrieval
- Chapter 4
- Retention Scheduling and Disposal
- Chapter 5
- Freedom of Information and Subject Access Requests
- Chapter 6
- Information Governance and Compliance
- Chapter 7
- Managing Unstructured Content and Email
- Chapter 8
- Digital Preservation and Long-Term Access
- Chapter 9
- Building the AI-Ready Records Function
- Chapter 10
- Your 90-Day Records Modernisation Plan
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
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