Managing the Digital University Desktop:
Digital Desktop" is a National Historical Publications
and Records Commission (NHPRC) grant funded project to study
computer file management practices in academic units and administrative
offices here at UNC-CH, across the 16-campus UNC System, and
at Duke University.
This project has ended. This website is no longer being updated,
but will remain available as a resource to the archival and
records communities. Any questions or comments should be directed
to Helen Tibbo at UNC
- Chapel Hill School of Information and Library Science.
Although the funding for this project ended in December 2005,
and many members of the team are now dispersed at other institutions,
several of us are still conducting workshops based on the products
we have produced; refining these products, and continuing to
write, publish, and present papers. As with much research, this
project remains a work in progress.
In April, Professor Tibbo and Dr. Pyatt presented findings
and best practices to attendees at the Mid Atlantic Regional
Archives Conference (MARAC). The conference website: http://www.lib.umd.edu/MARAC/conferences/2006/spring06/spring2006.html
On September 23 UNC will host a Manageing the Digital University
Desktop Symposium and Workshop to discuss our findings! This
event is sponsored by the National Historical Publications and
Records Commission, Triangle Research Libraries Network and
the Robertson Scholars Program.
- Lee Stout - Keynote Address == Download
Video (right click; "download linked file as...")
- Wrapup with Lee Stout and Paul Conway == Download
Video (right click; "download linked file as...")
We have completed the Email and Electronic Records Management
Powerpoint files for your use in presentations.
Electronic Records Management
Developed by the "Managing the Digital University Desktop
Project", a collaborative effort of the School of Information
and Library Science and the Academic Affairs Libraries of the
University of North Carolina at Chapel Hill and the Duke University
Funding for this project is provided by the National Historical
Publications and Records Commission.
We have completed the interactive
This tutorial covers what to keep, how to keep it, what to
delete and why, and how to set up a filing system for your emails
and electronic files. It takes approximately 15 minutes to complete
Link to it using this URL:
David Mitchell used data from the MDUD project in his presentation
"Obstacles to implementing a records management program."
at the 13th Annual Flordia Records Management Association's
Meeting in Boca Raton.
Megan Winget used data from the MDUD project in his presentation
"Email management is not a natural
act" at the Triangle ARMA spring seminar.
Janis Holder presented
the Individual: Managing the Digital University Desktop"
at the 2005 ECURE Conference in Tempe, Arizona. Janis discussed
the management of faculty research data, the concept of email
as a record and how the interviewees view email, and the issues
of privacy and ownership of institutional electronic records.
She also reviewed the development of the instructional tools
which were created from this project.
Kimberly Chang presented a poster titled, "Managing
the Digital University Desktop: Are user behaviors helping or
hindering records management programs?" at the 2004
ASIST Annual Meeting in Providence, Rhode Island.
Professor Tibbo presented “Researching the
Researchers: Finding Out How Employees Manage Their Digital
Materials” at the NHPRC Electronic Records Research Fellowship
Symposium, Chapel Hill, NC http://www.ils.unc.edu/nhprcfellows/previous.htm
Professor Tibbo gave an invited public presentation at
the University of Toronto, titled “Researching the Researchers:
Finding Out How Employees Manage Their Digital Materials."
Professor Tibbo also presented “Managing and
Archiving Records in the Digital Era: Challenges and a Vision
for the Future of Archives and Records Management”
ERPANET Research Workshop at the Swiss Federal Archives, Bern,
Switzerland. Discussed MDUD findings
In Managing and Archiving Records in the Digital Era. Bern,
Switzerland: ERPANET, forthcoming. While not specifically on
this project, much of my discussion at this symposium centered
on the MDUD project.
Several members of the project team presented "Managing
the Digital Desktop: Research Results and Initial Findings"
at the SAA Annual Meeting in Boston. Project staff will describe
how these data have been analyzed and the products that are
being developed, including e-mail and desktop management policies,
best practice guidelines, and workshops, handbooks,
exercises, and Web-based courses, to optimize management of
desktop electronic documents.
Professor Tibbo also presented “Managing the Digital
University Desktop.” Triangle
ARMA Meeting, RESEARCH Triangle Park, NC.
On April 24th, Tim Pyatt used project data for his presentation,
Privacy and Confidentiality Issues in Private Institutions:
Email as an archival record, delivered at the Mid-Atlantic Regional
Archives Conference in Arlington, VA. The presentation discussed
the Duke University faculty and employee privacy and email ownership
concerns uncovered by this project.
The "Email Management Tools" workshop took place
on March 10, 2004 from 9:30 - 1:30 at Perkins Library. Forty-two
participants from Duke and UNC discussed six different FAQs
regarding how to manage email and evaluated them for their usefulness
and potential workplace application. See the Workshop
Agenda and Workshop
Summary for more details.
Tibbo provided the first look at our findings from our interview
data at the ECURE conference in Tempe, Arizona. Her presentation,
titled "Managing the Digital University Desktop: Now and
for the Future" gives an overview of the project and highlights
data collected regarding the appraisal, retention, and deletion
of electronic documents.
We've created a Fact
Sheet that highlights some of the results from the email
survey conducted in the Fall of 2002.
Tibbo presents "Managing
the Digital Desktop: Campus Confidential" at the Society
of American Archivists 2003 Annual Meeting as part of the "To
Have But Not to Hold: Issues of Institutional and Private Ownership
of E-Mail Records" program session. This presentation gave
an overview of the project, results from the survey, and conclusions
from the analysis of concerns regarding privacy and security.
It also deals with a few questions regarding privacy and security
from the interviews.
Tibbo has published an article in the Journal of the Society
of North Carolina Archivists on the project.
"Managing the Digital University Desktop: Understanding
and Empowering the Individual; Preserving the Public Records
and Institutional History." Journal of the Society of North
Carolina Archivists 2/1 (July 2003): 29-40.
2003 Pyatt and Tibbo applied for and received $1,000 from the
Robertson Scholarship Collaboration Fund, a program that encourages
and supports joint UNC-CH and Duke cooperative projects, to
support a March 2004 meeting of focus groups from the two schools.
Project staff will give a status report and present early drafts
of e-mail and desktop management policies for discussion and
feedback to the groups.
Professor Tibbo presented a paper “Evidence-Based
E-Mail Management at UNC: A Search for Best Practices and User
Compliance” at the 2001 ECURE Conference, Phoenix,