1. 1 Best Practices for Managing Social Media Records Chad J. Doran, CRM Arlington County Government Chief Records Management Officer

2. 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. 2

3. Technical Change 3

4. Social Media Use  Haiti Earthquake 2010  Use of Twitter to coordinate emergency responses, collect donations, and communicate 4

5. Social Media Use  Organized to mobilize local communities to support a local causes  Local communities collaborating internationally and globally 5

6. 6 Socal Media Use Pope Benedict’s first Tweet on Twitter

7. Social Media Use 7 NASA's Mars Curiosity uses FourSquare Tips – first “check-in” on Mars

8. 8 President Obama answers citizen questions using Google+ Hangout Social Media Use

9. 9 Interaction between Oreo and AMC Theatres on Twitter Social Media Use

10. 10 Social Media Use CDC's “zombie post” on the Public Health Matters Blog

11. 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).

12. Social Media Records Framework 12 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)

13. 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 content 13

14. Social Media Records Challenges Retrieved from: http://www.wired.com/insights/2012/11/3d-visualization-big-data/ Social Media Meets “BIG DATA ”

15. Social Media Records Challenges Question: What happens when Facebook is gone? Source: http://www.cs.odu.edu/~mln/pubs/jcdl09/archiving-facebook-jcdl2009.pdfhttp://www.cs.odu.edu/~mln/pubs/jcdl09/archiving-facebook-jcdl2009.pdf

16. Social Media Records Challenges

17. 17 Question: What here is the record? What should we capture?

18. Social Media Records Challenges 18 Question: How do we know what to retain?

19. Crowdsourcing 19 While we are waiting for the auto-catagorization “silver bullet” there may be other alternatives… Question: Who can explain this picture ?

20. Crowdsourcing 20

21. Crowdsourcing 21 Without realizing it - researchers at Stanford university are tackling one of the most challenging records management problems!!

22. Crowdsourcing 22

23. Disruptive Innovation

24.  Christiansen’s characteristics of a disruptive innovation:  “cheaper, simpler, smaller, and, frequently, more convenient to use” than the current sustaining technologies (Christensen, 1997).

25. Disruptive Innovation (Image Retrieved from: http://web.mit.edu/6.933/www/Fall2000/teradyne/clay.html)

26. Human Computer Interaction 26

27. Human Computer Interaction Social Media is inherently usable by design…

28. Human Computer Interaction Pictured here is a standard DOD 5015.2 RMA… Who wants to populate these fields??

29. Human Computer Interaction 29 http://old.sigchi.org/cdg/cdg2.html What can we learn from the field of Human Computer Interaction (HCI)?

30. Data Visualization 30 Social Media Data Visualization How can we see our records in a different way?

31. Data visualization 31 Open source tools are available to analyze and visualize social media data

32. 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 32

33. 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 33

34. 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 34

35. Reports 35  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

36. 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. 36

37.  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) 37 Guidance

38. 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 38

39.  Department of Energy “Managing Social Media Records” Guidance Flowchart (DOE, 2010) –Provides guidance to DOE staff members and contractors using graphical flowchart 39Guidance

40.  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 40Guidance

41. 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 41

42. 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 42

43. 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 43

44. 44 Questions?