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10(/ &1 0 (/ .$10- "/*-'0&(*/ 0/ +1*-! %0/01'1/& .* 0/ (/ &1 $&$-1 $(!1 )-11 )('1! 0 10- &1 .$10- "/*-'0&(*/ +1*-! %0/01'1/& !!*(0&(*/ *$'1 .$'1- #$''1- %# =% %$( Mary Binkholder, CRM/NS $8<-9.8<89 3<281 ;;;;! & (<<1*7 60%<+.< ; ; ; ! / 3<028+9 6.8<#; ; ; ; ; /''( 6<99*279 ; ; ; ; ; ; ; ; ; 5/ .*+-70< )82<01 ; 427<8<70< ; ; ; ; ; ; ; 427<8<70< <7.<; ; ; ; ; ; :%**1289; ; ; ; ; ; ; ; ; ; ; ; ; 534 3<028+9 /7-#91 ; ; ; ; 427<8<70< 60%<+.< ;; & 3<2819 ; ; ; ; ; ; ; ; ; ; ; 6<99*27 /918-019 ; ; ; ; ; ! $($ C$ $ he 2014 Nuclear and Information Management Conference, August 10-13, is right around the corner. The Board of Directors is finalizing many rewarding educa- tional and networking opportunities for our members. Rich Conference Content This year’s Conference is packed full of great sessions to allow everyone an opportunity to take away good practices, lessons learned and valuable new information. Sessions topics include Governance and eDiscovery, SharePoint, Cyber Security and Safeguards to name a few. See Conference details inside on pages noted below. Benefits of Arriving Early An additional educational opportunity is being held pre-Conference. AIIM ECM educational sessions will be held on Saturday, August 9. Take advantage of this training as a personal development opportunity at an unheard of discount. Sunday Activities–Don’t Miss Them! On Sunday morning plan on attending the All Membership Welcoming Brunch at 10am to kick off the Conference. The Sunday schedule has been expanded to provide a wider variety of topics in four tracks this I(%(I I(A( by Rebecca Wessman NIRMA Technical Program Director continued on page 6 ) , # ) %,+, . %,,) . ".#)+ "., In April I was honored to speak at the Nuclear Information Tech- nology Forum (NITF) in Shanghai, China. NIRMA was asked to be an endorser of this conference; NITF is very interested in our organization because there is no counterpart in that country. China is aggressively building many new nuclear power plants along with related infrastructure, such as highways and transmission lines. At the present time, they have 28 plants in the construction phase, with 20 already in service. The 2nd annual NITF conference attracted more than 250 nuclear IT experts and 25 spon- sors including INVENSYS, Siemens PLM, Aveva, Bentley, PTC, China Realtime Database, Beijing Hsoft technologies and more. There were two sessions, one focused on “nuclear enterprise management and operation informatization,” and the other was dedicated to the nuclear equipment and nuclear power plant design infor- mation management. At the first session, I pro- vided a welcome message, with information specifically about NIRMA. In addition, I gave a presentation on Information and Records <#721< 6<-<89;;;; :%**1289;;; <7.<;;;;;;;;;; 60%<+.<;;;; /918-019;;! continued on page 3 Team members recently agreed that merging the Programs Business Unit (PBU) into the Regulations and Information Management Business Unit (RIMBU) would be advantageous for both groups. A primary motive was to better enable team members to participate in and contribute to initiatives in both BUs. A combination of the groups’ initiatives, including impor- tant input to NQA-1, will be covered at the next RIMBU meeting at the NIRMA Conference on Thursday and Friday following the Conference. (See meeting schedule on page 3 and the PBU and RIMBU reports on pages 11 and 12 for more details). A revised RIMBU Charter outlining this change is in process for submission to the NIRMA Board for final approval. I(%(I $( ($ #$(8 %!" (&( T 8 8 ";" ";" 9A # 9A #%%$ %%$ % % % 6 6 ##%E$( ##%E$( 3 (< 3 (< "" " ! ! $ $ / / 5 5 5 5 / / " " 4 4 , , 5 5 : : 3 3 : : 5 5 4 4 : :

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Page 1: sharepoint.nirma.orgsharepoint.nirma.org/NIRMA Newsletters/NIRMA Newsletter - Vol. 34... · " +I ( % (I + ow is your organization managing and storing QA records as compared to other

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he 2014 Nuclear and InformationManagement Conference, August 10-13,

is right around the corner. The Board ofDirectors is finalizing many rewarding educa-tional and networking opportunities for ourmembers.

Rich Conference ContentThis year’s Conference is packed full of great sessions to allow everyonean opportunity to take away good practices, lessons learned and valuablenew information. Sessions topics include Governance and eDiscovery,SharePoint, Cyber Security and Safeguards to name a few. SeeConference details inside on pages noted below.

Benefits of Arriving EarlyAn additional educational opportunity is being held pre-Conference.AIIM ECM educational sessions will be held on Saturday, August 9.Take advantage of this training as a personal development opportunityat an unheard of discount.

Sunday Activities–Don’t Miss Them!On Sunday morning plan on attending the All Membership WelcomingBrunch at 10am to kick off the Conference. The Sunday schedule hasbeen expanded to provide a wider variety of topics in four tracks this

I�(��%�(I�+I�(� �A(by Rebecca Wessman NIRMA Technical Program Director

continued on page 6

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In April I was honored to speak atthe Nuclear Information Tech-nology Forum (NITF) inShanghai, China. NIRMA wasasked to be an endorser of thisconference; NITF is very interestedin our organization because there is no counterpart in thatcountry. China is aggressively building many new nuclearpower plants along with related infrastructure, such ashighways and transmission lines. At the present time, theyhave 28 plants in the construction phase, with 20 already inservice.

The 2nd annual NITF conference attractedmore than 250 nuclear IT experts and 25 spon-sors including INVENSYS, Siemens PLM, Aveva,Bentley, PTC, China Realtime Database, BeijingHsoft technologies and more. There were twosessions, one focused on “nuclear enterprisemanagement and operation informatization,”and the other was dedicated to the nuclearequipment and nuclear power plant design infor-mation management. At the first session, I pro-vided a welcome message, with informationspecifically about NIRMA. In addition, I gave apresentation on Information and Records

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Team members recently agreed that merging the ProgramsBusiness Unit (PBU) into the Regulations and InformationManagement Business Unit (RIMBU) would be advantageousfor both groups. A primary motive was to better enable teammembers to participate in and contribute to initiatives in bothBUs. A combination of the groups’ initiatives, including impor-tant input to NQA-1, will be covered at the next RIMBU meetingat the NIRMA Conference on Thursday and Friday following theConference. (See meeting schedule on page 3 and the PBU andRIMBU reports on pages 11 and 12 for more details).

A revised RIMBU Charter outlining this change is in process for submission to the NIRMA Board for final approval.

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Management in the U.S. Nuclear Industry which was very wellreceived. Also, I participated on a panel discussion on the topicof Cost and Effect of Informatization in Nuclear Companies. Whilethe language was a bit of a barrier, fortunately we had translatorswho assisted in our understanding of each other during the pre-sentations.

Insights into China’s Nuclear Industry from NITF Below are a few observations from their presentations:

• One of the presentations covered the topic of ConfigurationControl. The speaker, who works for Intergraph, referenced ourANSI/NIRMA CM 1.0 in his presentation.

• Most of their plants use Windows XP. They mentioned thatit would cost over $1B USD to move to Windows 7 or 8. Theyplanned to keep using XP as long as they can. They have difficul-ty sharing information between plants due to different softwareformats and are exploring use of wireless technology/mobileapplications.

• They understand the problems of records management.• They know that they have a pollution problem which is

complicated by increasing energy consumption. China is #1 inthe world in carbon dioxide emissions due to their rapidgrowth. They noted that they believe that climate change is afact and they know that they need to reduce carbon emissions.They want a beautiful China.

• Safety is priority. They are serious about this. They under-stand the importance of documenting issues as they occur forfuture reference.

• They noted that they want to be multinational companies;they recognize the need for innovative technologies and poli-cies to transform from just a big energy company to asmart/clean energy industry.

US Influences in ChinaIt is always interesting to see the influence of the United States inother countries. At the conference, awards were presented to agroup of Chinese consultants. When they were standing in frontof the group, the music played was the theme from the JohnWayne movie “True Grit.” The airports, hotels, subways, etc., allused both the Chinese and the English language. I was surprisedby the abundance of Starbucks, KFC and McDonalds’ restaurantsin the cities we visited. And, the food at McDonald’s tasted thesame!

Although it was difficult to gauge the impact of my presenta-tion, I believe the trip was an important step in NIRMA’s outreachto the international community; and a first step to an ongoingcooperative relationship with China. They are building morenuclear power plants than any other country in the world and theyappear to recognize the need for international cooperation.

I personally enjoyed the conference and the opportunity toshare NIRMA’s purpose. I am also very appreciative to AmerenMissouri for their sponsorship and support of my trip to China.

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by Janice HoerberNIRMA Treasurer

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ow is your organization managing and storingQA records as compared to other nuclear

operations?What are the predominant trends for QA

records practices in the industry today? Find out the answers to these important

benchmarking questions when a comprehensiveindustry survey is unveiled at the NIRMAConference. Results that include some unanticipat-ed findings will be presented in a technical sessionon Tuesday, August 12, by Tim Fleet of McLarenSoftware. Mr. Fleet has been engaging informa-tion and records managers in interviews on thedetails of their QA practices and systems forthe past few months for an industry surveyendorsed by NIRMA. Approximately 98% of allUS Nuclear operators have participated in thesurvey thus far. “We expect to ultimately haveparticipation by 100% of the 41 USowners/operators with some significant resultsto share at the Conference,” said Mr. Fleet.

Intriguing Trends EmergeThe survey yielded unanticipated results incertain key areas, such as, the percentage of QA

departments that use electronic records exclusively, aswell as revelations on varieties and/or similarities ofECM systems being used.

Among other questions, participants were askedabout the size and number of their teams for recordsmanagement and document control, the type of sys-tem and software they are using, what types ofrecord formats they employ, methods of records stor-age, and what industry RM guidelines they follow..They were also asked about professional associationinvolvement.

Determining Industry Needs Participation in the survey has been encouragedby NIRMA in anticipation that the informationgathered will provide “a valuable tool in deter-mining the industry’s current electronic informa-tion management needs,” according to NIRMAPresident Mary Binkholder. Survey results willalso be distributed to participants, althoughanswers will not be attributed to individuals ororganizations in the report.Tim Fleet will present Conference Session#32, 2014 Industry Benchmark Survey Resultson Tuesday, August 12, at 3:35 p.m.

?A*+*>�*J)+)�+K�D*+��&)�J���)���+HF+"��1+��)K*+�"++��J!*�&+�!��)���*&'-��*&�)�&'+��)K

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S E S S I O N S P O T L I G H T O N QA N U C L E A R R E C O R D SBENCHMARKING SURVEY REVEALS INTRIGUING TRENDSH

Tim Fleet

NIRMA will be offering AIIM’s Enterprise Content Management(ECM) Practitioner Course on Saturday,, August 9, 2014, from9:00 a.m.-5:00 p.m. This course is ideal for information technolo-gists, business analysts, consultants, business managers, and otherinformation professionals who are tasked with accurately andeffectively managing an organization’s business content.

The ECM Practitioner Course is comprised of multiple mod-ules which provide a firm foundation in the technologies, busi-ness drivers and implementation strategy of managing content,including the key roles of information architecture, metadata andtaxonomy. This will be given as a one-day condensed course.The course is being offered to NIRMA members at a phenomenalcost of only $395 per student which includes a workbook and sixmonths of access to the Practitioner Courseware online materialson the AIIM website. Upon completion of an online exam, stu-dents will receive the AIIM ECM Practitioner Certificate. Anintroduction to the ECM course at last year’s Conference gener-ated a lot of interest. A link to the Conference and workshopregistration form with instructions is posted on nirma.org.Contact Julie Hannum at [email protected], 203.388.8795 withinquiries.

––Anita Beren, NIRMA PDBU Director

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MAJOR ELECTRONIC RECORDS GUIDANCE REDEFINED

Editor’s Note: You can be part of formulating significant new QA electronicrecords guidance now underway for the nuclear industry and beyond. Whatwill be the prevailing QA guidance for nuclear power plants in the near future,and how will that impact electronic records management practices?Attend the NIRMA Conference Session and RIMBU meeting to help learn moreabout those crucial questions.

RIMBU ECM Guidance GoalAs a standard setting organization, NIRMA is playing a leading role indriving new NQA-1 guidance for electronic records. Details of currentefforts will be unveiled in a Sunday Technical Session by Steve Matsonat the 2014 Conference. It will also be a major topic at the nextRegulations and Information Management Business Unit (RIMBU)meetings immediately following the Conference. The goal is to incor-porate current NIRMA Technical Guidelines on QA electronic

records into the ASME NQA-1 code to benefitvarious branches of nuclear as well as otherregulated industries beyond nuclear.

Extensive NQA-1 ProcessThis effort is being spearheaded by RIMBUmember Steve Matson of Arizona PublicServices, who is also a member of the ASMENQA-1 subcommittee with whom he serves asNIRMA liaison.

Bringing NIRMA guidance to ASME’sstandard should better align power plants with suppliers of productsand services who use ASME guidance, Mr. Matson noted. Thisincludes manufacturers, engineering contractors, consultants andsupport companies. He explained that the first step in this massiveundertaking is to address definitions and examine how terminology is

being used. This will be particularly important for common under-standing in working together with other ASME subcommittees suchas software, quality assurance, and design programs, he pointed out.Coordination with other industry groups such as NITSL (NuclearInformation Technology Strategic Leadership group) and CMBG(Configuration Management Benchmarking Group) will be beneficial informulating the comprehensive industry-wide guidance, along withinvolvement from DOE QA, manufacturers, and distributors, he noted.

Benefits to the IndustryThis updated guidance is expected to eventually be presented to the NRCfor approval. Once approved, Mr. Matson predicts that plants will ultimate-ly be empowered to switch from ANSI N45.2 Quality Assurance ProgramRequirements for Nuclear to ASME NQA-1 as their primary guidance inthe future if they wish. “The NQA-1 update would enable plants to moveforward successfully with the latest information and technology” he said,adding that “it would also aid plants that are looking to extend licences.” Steve Matson will present Session #6, ASME NQA-1 Subcommitteeand NIRMA on Sunday, August 10, at 12:45 p.m. –The Editor

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S E S S I O N S P O T L I G H T O N QA N U C L E A R R E C O R D S

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Steve Matson

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year––something for everyone! An additional “part one” of thefollowing benchmarking sessions will be held on Sunday versusonly one session at the end of the Conference, as in years past.

• Utility Records/Document Issues (Part 1 of 2)• Government Records/Document Issues (Part 1 of 2)This format will allow members to bring their questions or

concerns to industry peers at the beginning of the Conference andstill have time to network on these focused topics during theConference before meeting again on Wednesday.

Sunday will also premiere a new focus group called EngineeringService Suppliers (Engineering, Procurement and Constructioncompanies). This is an open forum to share and compare process-es and lessons learned for those working in this area.

Fundamental records management, document control andregulatory courses will be provided on Sunday and throughout theConference to give you the opportunity to find out what is new inthese areas, as well as to provide a review of the basics.

Sunday evening, NIRMA will host the annual OpeningReception which provides an excellent opportunity to meet newpeople and connect with others. Come enjoy the great food andnetworking with others in the nuclear industry.

Additional ChangesYou spoke and we listened! Some suggested changes to theConference schedule will take place this year, including alternatingbreakfast/lunch and brunch, as well as, shorter breaks betweensessions. The Annual Meeting will be held on Monday after lunchinstead of Tuesday. The preliminary conference schedule is post-ed on the NIRMA website to assist you in making travel arrange-ments for conference attendance.

Business Unit Meetings, Exhibits and MoreValuable sessions and Business Unit meetings are scheduled afterthe Conference and provide endless networking opportunities. We also have our leading exhibitors who help make ourConference possible! This year we have a great line up as we wel-come some new vendors. Meeting with them gives us a chance tolearn more about the new technologies that are driving so manyof the changes in the records and information managementworld. Plan to attend the vendor exhibit area and find out what isnew, improved and available to address the information manage-ment challenges we face on a daily basis. Plus you have the chanceto win great prizes!

Register NowWith the Conference fast approaching, please send in your regis-tration as soon as possible. You will not want to miss one singlemoment of this Conference!

If you have any ideas or suggestions for topics or programsyou would like to see or you would like to present at the confer-ence, please let us know. Our goal is to make this year’sConference exciting, dynamic and educationally fulfilling for YOU!See you at the Conference in August!

CONFERENCE HIGHLIGHTScontinued from page 1

Darren B. Ash

Fadi Diya

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Debbie Slomovic

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Mr. Darren B. Ash of the NRC is theDeputy Executive Director for CorporateManagement who provides policy direc-tion, leadership and oversight for severalimportant functions, including informa-tion technology (IT), information man-agement and information systems securi-ty. He also serves as the Agency’s ChiefInformation Officer.

Fadi Diya was named the Senior VicePresident and Chief Nuclear Officer,Ameren Missouri, January 16, 2014. In thisrole, Mr. Diya is responsible for all aspectsof nuclear operations for AmerenMissouri. Mr. Diya joined AmerenMissouri in 2005. During his career, Mr.Diya held various positions including VicePresident of Nuclear Operations.

Debbie Slomovic, CRM, has been withINPO since September 2013 as a RecordsInformation Management Specialist.Participants will come away from this ses-sion with a clear understanding of INPO’sdirection in their document managementprogram and that will include new ECMand workflow approaches.

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If you have already been to our Conference at the JWMarriott Resort and Spa, you know it is worth revisiting. Ifnot, you are in for a treat. Situated on 50 lushly landscapedacres in Summerlin, NV, the gorgeous JW Marriott providesthe perfect oasis for Conference learning and networking. Itsluxurious amenities include a spacious Conference center, in-room jacuzzis, a 40,000 square foot spa, and a resort stylepool and whirlpool. Reserve before July 25 and mentionNIRMA to receive a special NIRMA Conference rate on theseexquisite accommodations. Call 800.297.5056.

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JW Marriott Waterfall Pool at Night. Photo courtesy of JW Marriott

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I’ve lost count of the number of times I’ve used the followingintroductory sentence since beginning my InformationManagement Analyst position in late March at the NuclearRegulatory Commission (NRC): “Hi, my name is Victoria Barrettand I just started a career in records management.” This statementis normally met with the response, “Do people really do that as acareer? You couldn’t get a job doing something more challenging?That sounds so boring!” Undeterred, I insist that I’m excited by mynew position and that being the new kid on the block introducesplenty of challenges. Becoming a records manager has requiredlearning a great deal of new concepts andrelearning many old ideas from a newperspective.

Training Reveals ComplexitiesOn my first day on the job, I worked myway through two and a half long hoursof online training, and attempted to wrapmy head around the huge concept that is“records management.” I completed thetraining and thought, “Okay, I understandthe end goal – we need to maintain control of records to preserveor dispose of them correctly. But how do we do that?” The onlyreal-life experience of records management that I encountered asan Administrative Assistant was combing through the FOIA fileroom to pull out the folders that were ready for destruction everyyear. From that perspective, records management seemed like afairly simple concept to understand. I realized after my onlinetraining,..that records management wasn’t nearly as cut and dry asI had supposed and it encompassed a lot more than annual destruc-tion reviews in a well-organized file room. Even the process of fig-uring out if an item is a record was eye-opening – it’s complicatedenough to require a flow chart! Then, once you’ve deduced that anitem is a record, there are many different options for how long toretain it. In one file plan alone, I noted retention periods of oneyear, six years and three months, ten years, life of committee, lifeof mission, and permanent. I realized that I’ve created an innumer-able amount of records over the past few years without a singlethought toward their disposition. Little did I know that there areretention period times attached to each NRC record that I create.One week as a records manager showed me just how much more Ihad to learn about the agency that I thought I knew so well.

Temporary vs. Permanent Records RedefinedIn addition to learning new concepts that I had never encounteredbefore–– file plans? retention schedules? What are those?–– I real-

ized that I had to leave my preconceptions at the door and relearna lot to fully embrace my new role. For example, when I hear thatsomething is temporary, I understand it to mean that somethingwill be short term. Upon joining NRC’s team of records managers,I had to mentally rewrite my definition of temporary to include allretention periods that are not permanent. This includes timeframesthat I would not usually describe as temporary, such as “life ofplant,” “life of committee,” or “life of mission,” which could behundreds of years. In my brief experience, I’ve noticed that myconnotation toward temporary records is one that many of the

other employees at theagency share, accompa-nied by a great deal ofanxiety regarding thepotential loss of unique,important information. Ina time when office realestate is extremely valu-able, their response tooverflowing filing cabinetsis to digitize the informa-

tion and throw it haphazardly into our agency-wide database. Theyview this option as a fix-all that allows them to retain all of theirinformation “forever,” while still freeing up the office space forhuman use.

At first, I agreed with the engineers that this was the optimumchoice, until I went to a conference at the end of my second weekon the job. Listening to a speaker from a data storage vendor mademe aware that I had another idea to mentally tweak: Just becauseit’s electronic does not mean that you get to keep it forever. Everybit and byte of data is associated with storage cost, and even withall of its bells and whistles, technology does not negate the needfor records management. Retention periods must be obeyed, dispo-sition schedules must be followed, and organizational structuresmust be created and actively maintained to effectively manage therecords of NRC.

Continual Learning ProcessAlthough the past two months passed by in the blink of an eye, I’veovercome challenges in understanding our purpose, processes, andpath forward as records managers. It’s been a time of so muchlearning, unlearning, and relearning, and I’m sure that will notchange any time soon. I’ve been told many times that there arealways going to be challenges on the road ahead, and to that I say,“Challenge accepted!”

Mastering the Skills of a New NRCInformation Management Analyst

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Conference PDBU MeetingCalling all NIRMA members who have an interest in dis-cussing and planning professional development activities forNIRMA. We are always looking for fresh ideas and opportuni-ties for our members. NIRMA provides an extraordinaryopportunity to provide knowledge to support domestic andinternational interest in commercial power plant developmentas well as continual plant management, waste managementand overall power generation activities. Plan to arrive early toparticipate in the various business unit meetings. It is youropportunity to get involved and participate in your organiza-tion. The Professional Development Business Unit (PDBU)will be meeting this year at the NIRMA Conference on Sundayafternoon, August 10, at 3:30 p.m. in the Leon Room. We willbe discussing the current workshops; successes and improve-ments. We will also be starting discussions of topics for future

workshops and technical sessions for next year’s Conference.We will also be talking about how NIRMA can assist in leadingyour professional growth to meet the global needs of informa-tion management. All CRMs are especially encouraged toattend.

Professional Certification Activities – CRM TrainingThe PDBU is proud to be offering special AIIM ECM certifica-tion training on Saturday. (Please see details on page 4).NIRMA also continues our professional relationship with theInstitute of Certified Records Managers (ICRM) to assure con-tinued support for the Certified Records Managers exam andfor the continued support for the advanced designation ofNuclear Specialist (NS). See abstracts in this issue for Sundaysessions on preparation for the CRM examination and the NSoverview, along with an NS meeting on Monday.

I am looking forward to seeing all of you and to meetingnew members at the Conference! If you have any questions,or need information on the activities of the PDBU, I can becontacted at [email protected] or 781.775.0959.

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by Anita Beren, PDBU Director

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We are all so excited for this upcoming 2014 NIRMAConference. It is going to be filled with dynamic technical ses-sions, top of the industry vendor exhibits, educational opportu-nities and phenomenal networking throughout the Conference.

Help us Reach Out to Potential AttendeesWe have been reaching out to past attendees to remind them of thegreat opportunities presented at the NIRMA Conferences. It hasbeen fun to renew contacts and let people know about the energybeing created around new endeavors NIRMA is promoting this year.

Along with these efforts and our Conference promotionalmailings and emails to members and prospects, I would like toagain ask for the members of NIRMA to spread the word on the

2014 NIRMA Conference and promote the benefits to all whohave the opportunity to attend. If you have the chance to takeadvantage of the “Bring-A-Buddy” to the 2014 NIRMA Conference,please do what you can to encourage a co-worker to attend. Youwill be entered into an exclusive special raffle for your efforts.

New Social Networking for NIRMAWe are working on new and innovative ways to bring NIRMAinto the mainstream of social networking through LinkedIn.This is very exciting and a great way to administer informationand encourage conversation with others in our field. Addingour new LinkedIn connection will benefit NIRMA by extendingawareness of NIRMA, building long-lasting relationships withNIRMA members and gaining access to a wider audience ofinformation management professionals.

I hope everyone is getting excited about the 2014 NIRMAConference and is planning to attend!

ContactFor additional information or questions, please contact SheilaPearcy, Marketing and Membership Business Unit Director,575.234.7523, [email protected] or Gerald Lewis, Directorof Infrastructure, NIRMA Board, 361.972.8338,[email protected].

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EditorCathy Lang

AdvisorGerald Lewis

Associate EditorDebbie Davis

Editorial/Advertising949.300.8092

[email protected]

NIRMA HeadquartersJulie Hannum

NIRMA Administrator171 Ingleside

Stamford, CT 06903203.388.8795

[email protected]

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by Sheila Pearcy, BU Director

The NIRMA Newsletter ispublished three times a year by the Nuclear

Information and RecordsManagement Association.

“Adding our new LinkedIn connection willbenefit NIRMA by extending awareness,

building long-lasting relationships withNIRMA members, and gaining access to a

wider audience of information managementprofessionals.”

Front and back covers of the 2014 Conferencepromotional brochure mailed in June

SPREAD THE WORDTELL CO-WORKERS AND PEERS ABOUT THE

NIRMA CONFERENCE AUGUST 10-13.WORD OF MOUTH IS THE BEST

ADVERTISING.

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The Programs Business Unit (PBU) heldits spring PBU meeting in conjunctionwith the Regulations and InformationManagement Business Unit (RIMBU).

This two-day meeting was held in Charlotte, NC, on Wednesdayand Thursday March 19-20, 2014. Duke Energy (Deanie Kirbyand Donna Scott) graciously hosted the meetings.

Key topics discussed during the PBU meeting included:• Technical Guidelines (TGs) reviews • Draft “What” TG for Handover/Turnover Programs for

New Nuclear Plant Projects• Draft Position Paper for Information Handover/Turnover for

New Nuclear Plant Projects• Status of the reaffirmation process - ANSI/NIRMA Standard

on Configuration Management• Status of PBU

Review of TGsPBU is responsible for the bi-annual review of a select set of TGsto determine if they are still adequate (reaffirm) or need to berevised to ensure guidance is updated to support current industryissues and overall nuclear industry environment. Based onreviews by PBU members, the following status was applied for thefollowing TGs:

• TG-13 Records Turnover => Reaffirmed • TG-14 Support of Design Basis Information Needs =>

Reaffirmed• TG-18 Guidelines for Vendor Technical Information =>

Reaffirmed• TG-20 Drawing Management Program Principles and

Processes => Reaffirmed• TG-22 Management of Electronic Vendor Technical

Information => Reaffirmed

In addition to TGs, PBU has responsibility for NIRMA ProcessDescription Guidelines (PDGs) that provide guidance for develop-ing and evaluating information management-related processes foroperating plants. The following PDGs were not addressed at thismeeting:

• PDG01 – Information Management Process DescriptionGuideline

• PDG02 – Document Control and Records ManagementProcess Description

These guidelines will be on the agenda for the next meetingfor discussion and further action as needed.

Handover/Turnover ProgramNIRMA’s current efforts focus on the development of a PositionPaper and Technical Guidelines (TGs) that will support both

owner operators (utilities) as well as Engineering ProcurementConstruction (EPC) and Consortium organizations in establishingeffective Information Handover/Turnover Programs. Progress onthese initiatives is noted below.

Position PaperA draft Position Paper on Information Handover/Turnover hasbeen developed to establish the scope of the issues and providecontext for individual Technical Guidelines (TGs). The initialdraft has been reviewed by a small group of PBU members andfeedback has been incorporated into the latest draft. At this meet-ing, no further inputs were received. The action is to completeincorporation of all feedback and issue for PBU member review.Target is end of June.

“What” TGDeanie Kirby’s Duke Energy Team has worked diligently on the“What” TG. This TG focuses on documents, records and infor-mation and includes a significant amount of guidance and consid-erations for use by new build participants. Donna Scott (Duke),who has led the initiative, indicated the majority of commentshad been incorporated with minor edits pending. Once final PBUcomments are resolved for the proposed Position Paper and TG,they will be submitted to the NIRMA Board for review andapproval for issuance.

Configuration Management After resolution of administrative issues, the process for initiatingballoting for industry consensus on the reaffirmation ofANSI/NIRMA CM 1.0 – 2007 has resumed. Establishment of aConsensus Body comprised of representatives of nuclear industryInterest Groups who will vote on the Reaffirmation is underway.Anticipated completion of the Reaffirm Process is late summer.

In a parallel effort, NIRMA’s procedure on ANSI Standards(AP-13) is being revised to reflect new ANSI requirements andinclude provisions for the reaffirmation process.

NIRMA will continue to work with the ConfigurationManagement Benchmark Group (CMBG) on evolving CM-relatedtopics for relevant updates of future revisions to theANSI/NIRMA Standard CM 1.0. The 2014 CMBG Conferencewas held June 15-18, in Seattle, WA and was hosted by EnergyNorthwest. NIRMA participated with a presentation on theANSI/NIRMA Standard and a workshop session for gatheringfeedback on potential future revisions to the Standard to meetevolving industry CM needs. Please refer to the CMBG websitefor details: http://cmbg.org.

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“The basic concept for the new restructuring isthat current PBU topics would continue to be

addressed within RIMBU under a committee ortask force based on the nature of work being

undertaken.”

continued on page 12

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Board approves joining PBU with RIMBUTeam members from RIMBU and PBU agreed that combining theRegulations and Information Management Business Unit (RIMBU)and the Programs Business Unit (PBU) into one group would bethe best solution for both teams. On various occasions manymembers did not have the ability to participate in all of the activi-ties offered by NIRMA. By combining the teams the group isnow able to focus on current issues in a more timely manner. Thegroup will still provide the industry with the expertise to whicheveryone is accustomed, with the right mix of team members.

Position Paper on NDE The team reviewed position paper (PP-07) Quality Records fromDigital Non-Destructive Examination Processes led by Bill Clover,Exelon. The group was joined by three industry peers, KimKieztman (Trinity NDE), Ron DiMuro (independent consultant)and Tim Tucker (Duke Energy) who addressed the group to helpdevelop a team that can provide input for a technical guideline onDiconde format to be used as a sustainable and consumable for-mat for radiographs.

Technical Guideline review was performed on the followingto ensure documents were current with today’s regulatoryrequirements:

• TG-05, Microfilming Nuclear Records on 105MM Microfiche• TG-07, Microfilming Nuclear Records on 35 MM Microfiche • TG-13, Records Turnover • TG-14, Support of Design Basis information Needs• TG-16, Software Configuration Management & QualityAssurance• TG-17, Management of Nuclear Training Records• TG-18, Guideline for Vendor Technical Information Program• TG-20, Drawing Management Program Principles andProcesses• TG-22, Management of Electronic Vendor TechnicalDocuments

RIMBU’s Intricate Role in Providing Input for ASME NQA-1Steve Matson, (Arizona Public Services) led the group in a healthydiscussion on the impact that NQA-1 and new revisions will haveon the nuclear industry. The following four NIRMA TGs thatmake up the Regulatory Issue Summary (RIS) 2000-18, wereincluded in NQA-1 2008 in Part IV, subpart 4.2.2: TG-11,Authentication of Records and Media, TG-15, Management ofElectronic Records, TG-16, Software Quality AssuranceDocumentation and Records, TG-21, Required RecordsProtection, Disaster Recovery, and Business Continuation.

Information gathered at the last working group session was usedto provide input for the NQA-1, 2014 revision. Our goal is forNIRMA guidance to be incorporated in the ASME NQA-1 code forthe next version in 2016. This will allow nuclear power plants toalign with manufacturers, engineering contractors, consultantsand support companies to incorporate new technology, productsand services.

A few of the items on the agenda for our next working groupmeeting following the NIRMA Conference are continued discus-sion on the development of a position or white paper on DigitalSafeguards. New topic of discussion for the team include reviewrequirements on record retention schedules for nuclear facilitiesthat are extending their operating license. How do we maintainrecords and documents in a sustainable format? We will have opendiscussions on developing a guidance document to prepare utilitieson the usage and handling of records in the future.

Participation welcomeRIMBU will meet following the NIRMA Conference onWednesday August 13, Thursday, August 14, and Friday, August15, 2014. We look forward to you joining us. To be a part of theteam or to receive additional information about RIMBU, pleasecontact me at [email protected] or 361.972.7126.

by Michelle Smith, BU Director

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Changes in PBU FutureA proposal was made in the spring to merge PBU with RIMBU.Major factors behind this proposed restructuring included:

• Better enabling members of the groups to participate andcontribute to initiatives in both BUs.

• Emerging issues related to PBU are also tightly linked toRIMBU’s areas of focus so a single approach to addressing newissues would be more efficient and effective. The basic conceptfor the new restructuring is that current PBU topics would con-tinue to be addressed within RIMBU under a committee or taskforce based on the nature of work being undertaken.

PBU issues will be included in the RIMBU meeting at the 2014Conference while official NIRMA Board approval is in process. Comments/Questions/Feedback: [email protected]

Programs Business Unitcontinued from page 11

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Retention and Disposition in a Cloud Environment Dr. Patricia C. Franks, CA, CRM, IGPSan Jose State University11:30 – 12:30, Marquis 1

By 2017, nearly one half of all large enter-prises are expected to be engaged in hybrid(i.e., public/private) cloud computing(Gartner, 2013). It is essential that organiza-

tions are able to “trust” that their records residing in the cloud canbe retained and disposed of in accordance with the same require-ments that govern the retention and disposition of records storedwithin the enterprise. In 2013, a multi-disciplinary, internationalresearch project known as InterPARES Trust (ITrust) was formedto explore issues concerning digital records entrusted to theInternet. This presentation will share findings to date related toretention and disposition in the clouds, including basic retentionand disposition functional requirements, retention and dispositionissues and challenges, and existing options that can be used byorganizations as they strive to meet those challenges.

Electronic Records and eDiscovery:An Avoidable Disaster Hugh Smith, FireLock Vaults 11:30 – 12:30, Marquis 2

Litigation is the constant companion of the nuclear industry.Understanding how litigation, discovery and e-discovery, and datamap interface in advance of litigation is the key to lowering costand limiting liability. When the legal team briefs an organizationsabout records they need to present a defense. the first responsefrom records management is often, “we are not organized in sucha way that we can provide this organizational map of our data.”Often there is no knowledge of how to create a datamap, or evenwhat looks like. If management understood in advance of litiga-tion that many costs associated with it can be prevented, theywould take action. This session will explore proactive steps to pro-tect organizations and careers.

Records Management Fundamentals and UpdatesTammy Cutts 11:30 – 12:30, Marquis 3

This session is designed to review the funda-mentals of records management and exam-ine the changes affecting the field of recordand information management. Topicsinclude basic terms, life cycle of records, lev-

els of control and the records inventory process leading to creationof the foundation of an effective records program and retentionschedule. These concepts are applicable to the paper-based andelectronic environments.

Institute of Certified Records Managers (ICRM) FromApplication to CertificationRayanne Waggoner, CRMTeri Mark11:30 – 12:30, Leon

Designed for records and information management professionalsinterested in taking Part 1-5 of the Certified Records Manager(CRM) examinations, this session provides a high-level overview ofthe history and benefits of professional certification in the RIMindustry, explains the role of the Institute of Certified RecordsManagers (ICRM) and the application process. This session willidentify tools for self-assessment specific to exam readiness andfocus on Part 1-5, providing tips on evaluating exam preparationneeds.

Shining a Light on Dark DataBill Manago, CRMAutonomy, Inc. an HP Company12:45 – 1:45 Marquis 1

This session speaks to how the records man-agement profession has transformed over theyears, from managing paper records to man-aging records in electronic formats, and now,to managing our organization’s ‘dark’ data.

This session will explore the changes to the RM profession, thetechnological tools that support them, and how they impact thegovernance of all data. Have you transformed? Are you up to thechallenge?

ASME NQA-1 Subcommittee and NIRMASteven MatsonPalo Verde-APS12:45 – 1:45 Marquis 2

This session will give an update of the inter-face between the ASME NQA-1Subcommittee and NIRMA and the processof including NIRMA’s electronic recordsinformation and guidance in the next ASME

standard. It will include the principles being used and will explainwhy involvement in ASME is a positive step for NIRMA. This sup-ports a long term goal of including the latest document andrecords management guidance in this standard for use throughoutthe world. Updates to the standard are being based on the updatedversions (2011) of NIRMA's TGs referenced in NRC RIS 2000-18and why the change is needed.

Bill Manago

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JOIN A BUSINESS UNIT TODAYAND GET THE MOST OUT OF YOUR NIRMA

MEMBERSHIP & 2014 CONFERENCE

SEE BU MEETING SCHEDULE ON PAGE 3

Dr. Patricia C. Franks

Tammy Cutts

Steven Matson

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Electronic Records 101William CloverExelon Nuclear12:45 – 1:45, Marquis 3

The Nuclear Regulatory Commission (NRC)issued the Regulatory Information Summary2000-18 (RIS 2000-18), “Guidance onManaging Quality Assurance Records inElectronic Media.” This regulatory guidance

document dealt with the broader issues surrounding electronicrecords management (ERM), providing comprehensive guidance infor nuclear power generation. The basis for this RIS are NIRMA’sTechnical Guidelines NIRMA TG-11, TG-15, TG-16, and TG-21.One of the key premises of the NIRMA TGs is to promote agreater degree of flexibility in defining an overall ERM program,especially with the growing need in the industry to “go electronic”to reduce the burden of paper-based ways of doing business. Thisinteractive training session will present the key concepts in ERM innuclear facilities, the requirements of RIS 2000-18, and what mightbe meant in order to comply with those requirements in terms ofprogram, processes, information capture, technology, and organiza-tional acceptance. It is assumed that those participating in the audi-ence are cognizant of nuclear records management and documentcontrol fundamentals, as well as the overall regulatory and compli-ance envelope for their respective facilities.

CRM Exam, Parts 1 through 6 Rayanne Waggoner, CRMTeri Mark12:45 – 1:45, Leon

This session will identify tools for self-assessment specific to examreadiness and focus on Parts 1-5, providing tips on evaluating exampreparation needs. Through a series of sample questions andanswers, participants will increase their understanding of how examquestions are structured and test taking strategies. This presenta-tion provides a high-level overview of Part 6: the written casestudy. This session will help CRM prospects and candidates under-stand the general methodology for Part 6 and what they can expectin the testing environment (Pearson Vue).

Benchmarking (Part 1 of 2) Utility Records/Document Issues Benchmarking (Part 1 of 2) Christine Caston V. C. Summer Nuclear Station Unit 1 Tammy CuttsDiablo Canyon Power Plant2:00 – 3:00, Marquis 1

This session will discuss the challenges of general records manage-ment, document control, configuration management, knowledgemanagement requirements and regulations, implementation ofelectronic document and records management systems. Discussion topics may include the challenges of planning, acquir-

ing, developing and implementing a records management programand electronic information management systems. This sessionaffords utility members the opportunity to compare processes,share lessons learned and the chance to gain knowledge from peersat other commercial utility facilities. The second part of this work-shop will take place on Wednesday.

Records/Document Issues Benchmarking(Part 1 of 2)Steve Adams, CRM/NS, NARAMargie Janney, CRM/NS, NRCDebbie Armentrout, CRM, IGP, NRCSteve Adams, CRM/NS, NARA2:00 – 3:00, Marquis 2

How well defined is your records and informa-tion management program? What constitutes your program? Whatare your primary issues? If you are an employee of, or a contractorto, a governmental agency or work outside of commercial power, youwill find this session of interest. Following a lead-in presentation toset the stage, attendees will discuss USA and IAEA issues associatedwith: general records management, document control, configurationmanagement, knowledge management, requirements and regulations,implementation of electronic records management systems.

Engineering Service SuppliersBenchmarking (Engineering, Procurement,Construction) Denise Pickett, CRM/NSBlack & Veatch2:00 – 3:00, Marquis 3

If you work for an EPC (Engineering,Procurement and Construction) company oran Engineering Service Supplier company,

then this session is for you. This open forum will give you theopportunity to discuss challenges that include: general records man-agement, document control, configuration management and elec-tronic records and document management systems. Spend timewith your peers talking through lessons learned or compare process-es to check your sanity. This will be a great networking opportunity.

NS Exam OverviewRobert Blem, CRM/NSWestinghouse Electric Company2:00 – 3:00, Marquis 4

NS Exam: This session will be a discussion ofthe study requirements for taking the NuclearSpecialist Exam. The discussion will includewhat the requirements are for taking the NSexam, and a review of the topics such as config-uration management, legal regulations and con-trolled documents.

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PLENARY SESSION

Data-Centric Configuration and Asset Management––Lessons Learned Ken Barry, EPRIRobert Renuart, EPRIThomas Esselman, LPI, Inc.9:45 – 10:45, Marquis 6-8

The Electric Power Research Institute (EPRI)Advanced Nuclear Technology (ANT)

Program has been working on defining the tools that can be a partof an effective Configuration Management system. This includesthe potential use of modern digital data management tools that canbe useful across the plant lifecycle, including engineering, procure-ment, construction (EPC) and for the management of plant config-uration, control of the licensing basis, plant operation, and for inputand control of many plant programs. EPRI is currently researchingcomplex, high-technology industries globally that have moved froma document centric to a data-centric Configuration and AssetManagement system. Our objective is to understand the lessonslearned and costs during the transition and the cost/benefits real-ized after the transition. EPRI is also developing a probabilisticcost-benefit model and software that allows an electric utility toenter data-centric project data to calculate potential implementationbenefit. The cost assessment developed considers the “life cyclecosts” and the “life cycle savings” of implementation, as well as thereduction of risk.

Partnership of Information Governance and eDiscovery Denise Pickett, CRM/NSBlack & Veatch11:00 – 12:00, Marquis 1

Explore how an Information Governance (IG) framework can beleveraged to create a better eDiscovery program. Look at howeDiscovery helped exploit a need for a better IG framework. Walkaway with a knowledge of how to best utilize IG to enhance youreDiscovery program and other benefits.

Managing Change: Seamless Migration and DataTransformation Challenges for Nuclear Record ManagersGlenn Rupert, EMC Corporation11:00 – 12:00, Marquis 2

Operating plants have legacy documents, vendor documents, trans-mittals, etc. in various formats and in multiple systems and reposi-tories. Content migration challenges include the transformation ofdocument formats, organizational structures and metadata betweendifferent systems, e.g. Microsoft SharePoint, IBM FileNet, XML,shared drives and EMC Documentum. Use cases will be presentedto illustrate how real-life challenges are being successfully managed.

Document Control and ConfigurationManagement FundamentalsWilliam CloverExelon Nuclear11:00 – 12:00, Marquis 3

This session will present an overview of nuclear plant documentcontrol processes including configuration management considera-tions. It will delve into the five Ws - Why, What, Who, Where,When and provide real-world examples of “how to” and “how notto” perform document control functions. The goal is to get smartand have control conquer chaos.

Electronic Content and Records Management– Use of SharePoint

Jon Cohen, CRM, Joe RankEnergy NorthwestArt Bellis, Gimmal1:15 – 2:15, Marquis 1

Energy Northwest (EN) will give a presentation on its implementa-tion of an Electronic Content and Records Management (ECRM)solution, including an overview of the solution along with goalsand objectives, lessons learned and operating experiences. Initiatedin 2013, the central purpose of ECRM is to provide a centrally man-aged, controlled information and records repository providingseamless and robust access to EN information for all stakeholders.ECRM implementation entails the enterprise-wide deployment andusage of SharePoint with a common governance structure to sup-port uniform standards for the creation, access, management, anddisposition of electronic content, documents, and operationalrecords. In addition, the solution provides a framework where con-tent is managed uniformly, information is quickly retrievable,processes are consistently automated and audited, work can beaccomplished in a collaborative environment, and records are prop-erly retained and/or disposed based on an enterprise lifecyclemodel and records retention schedule. When fully implemented,ECRM will amount to realized savings in process improvementsand automation as well as mitigating potentially high costs of risks.

Long Term Preservation/Decommissioning RecordsSteve Adams, CRM/NS, NARA1:15 – 2:15, Marquis 2

This session will look at guidelines for the long term preservationof records for the decommissioning projects at nuclear plants.When one considers that it could be decades from the time anuclear power plant facility is shut down to the time that the facilitywill be decommissioned and dismantled, the problems of maintain-ing the necessary records to ensure a safe decommissioning and dis-mantlement are considerable. This session will look at NRC andIAEA guidelines for helping organizations to maintain and preservethose essential records. This session will discuss the issues and rec-ommendations that came about as result of this work.

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INPO’s New Member Website Ivan LybbertINPO1:15 – 2:15, Marquis 3

The INPO member website has been building content for 17 yearsand has undergone a few “facelifts” along the way. While variousattempts were made to organize this vast amount of information, itwas time to try again. After performing a survey that resulted inover 700 responses, it was clear that INPO members couldn’t findthe right documents and INPO employees found it hard to conveythe right information to their respective audiences. After a year ofresearch, planning and development, INPO will release a new web-site to help users easily find what they want, while delivering thatinformation in a prioritized, easily consumable way.

PLENARY SESSION

ECM Trends – Panel Discussion Christine Adcock, PMP, MPMTechnology Services Group (TSG)Denise Pickett, CRM/NSBlack & Veatch Steve Adams, CRM/NS, NARAWilliam Clover, Exelon2:30 – 3:30, Marquis 6-8

Join us for an engaging panel discussion on emerging ECM trendsthat gives the audience the subject matter expertise of three pan-elists with diverse work experience. The panel will set the stagewith a high level overview that includes a baseline definition ofECM and that also includes ECM tools and methods available.What is that pressing question that is keeping you up at night?With a panel that collectively has over 60 years of combined experi-ence, now is the time to ask!

Knowledge Loss Risk Management and Digital Preservation Daniele ParraviciniITER Organization8:00 – 9:00, Marquis 1

ITER is a large scale international project which aims to demon-strate the scientific and technological feasibility of building a fusionpower reactor. Construction will span a number of years and a keyfactor in order to ensure success and reliability is to preserve at everyphase the required knowledge. This paper will discuss the theimplementation of different initiatives to minimize the risk ofknowledge loss, particularly in relation to the creation of an “organi-zational memory” through the establishment of an information cen-ter (library/archives) and the implementation of a document/con-tent management system able to satisfy regulatory requirements andall the needs of the project, including digital preservation.

To Train or Not to TrainBob Larrivee, AIIM8:00 – 9:00, Marquis 2

Technology requires planning to be success-ful. You must understand the purpose of thetechnology within your organization and youmust train the employees on how to use itproperly. So the question is not to train or not

to train, the question is how to train. Training must match the userprofile. Users do not need to know about back-ups and administra-tion. Help desk needs to know what the users have and how to sup-port it. Context, timing, and focus on competency are key in provid-ing a training program that will deliver solid and immediate results.The better trained the employee, the more efficient the business.

Securing Emails: Regulations, Cyber Security & Cyber AttacksAsif Choksi, iBridge8:00 – 9:00, Marquis 3

With the rise of cyber attacks on government sites from both inter-nal and external threats, it can be very difficult to understand exact-ly where the threats are, how to overcome them, and what exactlyneeds to be done in order to provide protection and comply withexisting and pending governmental regulations. This session willprovide a primer in the area of secure messaging and content deliv-ery for nuclear information and records management. It will coverseveral areas including the benefits of secure messaging, enablingcompliance, improving cyber security for information and recordsmanagement, and limiting cyber attacks as it pertains to electronicinformation transfer. Best practice tips will also be discussed onwhat key items to look for when evaluating potential solutions.

PLENARY SESSION

The Future of InformationManagement at INPO Debra Slomovic, CRMINPO9:30 – 10:30, Marquis 6-8

Like most organizations, INPO faces somedaunting information management chal-lenges. Those challenges include locating

information within the existing information silos, the proliferationof electronically stored information, the inconsistent application ofretention policies, and inefficient manual work processes. INPO islooking towards Enterprise Content Management, using SharePoint2013, to help manage these challenges. The goal is a “cradle-to-grave’ approach for managing information. By using workflows, wewill automate processes that are currently manual. This will enableus to manage documents from the moment they are created, trackthem through their lifecycles, store them so that they are easilyretrievable, and process them appropriately when they are nolonger needed. Taking advantage of workflows will also relievesome of the burden for INPO employees, freeing up time and

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improving efficiencies. We are interviewing each INPO department tomap their manual processes and discover where automation will offerthe most value. This department by department approach allows usto start small, earn some victories, and create excitement within INPOfor the project.

Regulatory Requirements Fundamentalsand UpdatesMargie Janney, CRM/NSDebbie Armentrout, CRM, IGPNuclear Regulatory Commission (NRC)11:30 – 12:30, Marquis 1

In this session we will identify and discuss var-ious regulations governing information man-

agement within the nuclear industry. It is designed for all individu-als desiring a deeper, more broad-based understanding of the innerworkings of information management, including the different appli-cable standards and codes supporting it. We will explore the funda-mental need and usage of regulatory requirements in this diverse,ever changing field which include the hierarchy of source cate-gories, levels of authority, records inventory, records destructionprocess, and the overall fundamental requirements for success. Wewill also cover how the requirements and guidance set forth byNARA are followed by the NRC and ultimately influence thenuclear industry. An interactive question and answer period bestpractices will be included

Electronic processing of Safeguards InformationJon Cohen, CRM Energy Northwest11:30 – 12:30, Marquis 2

Energy Northwest (EN) processes Safeguards Information by scan-ning to .pdf and storing the digital images on external hard drives.This presentation would discuss Energy Northwest’s prior processof microfilming, the decision making process and how it is current-ly done. How EN fulfills both Quality Assurance Record (QAR) andSGI requirements will be discussed, as well as how other plantsmeet SGI and QAR needs.

Managing Records: The 12-Step EDRMS Methodology(Part 1 of 3)

Bruce Miller, RIMtech Inc.11:30 – 12:30, Marquis 3

Learn how to successfully implement large and complex electronicdocument and recordkeeping management systems (EDRMS) in thiscomprehensive and interactive half-day workshop. Work through adetailed 12-Step EDRMS methodology and discover: how to avoidcommon implementation mistakes, overcome common barriers touser adoption, produce a detailed EDRMS project plan, and producea detailed project roadmap for stakeholders with a MicrosoftSharePoint EDRMS platform. (Content is applicable to any other

EDRMS platform). Participants will walk through a hypotheticalimplementation project featuring typical obstacles.

PLENARY SESSION

Long-Term Records Management – Challenges and Solutions Ajay Pasupuleti, Ph.D., Dr. Vanditha MukundNanoArk CorporationWilliam Clover, Exelon Nuclear12:45 – 1:45, Marquis 6-8

Preservation of vital records is extremely important, especially inthe case of nuclear and other highly regulated industries. Over theyears several different media have been in play, with a few types pre-vailing in the industry. This presentation provides a comparativeanalysis of preservation media, namely Waferfiche™,microfilm/fiche, CD/DVD/Blu-ray, electronic server/magnetic, andpaper. Each will be analyzed based on factors such as storage envi-ronment requirements, degradation mechanisms, actions in main-taining content/media, information access including retrieval,searchability, and readability, change in data over time, acceptance ofsaving on the medium as archival, and capability to include color.

Bottoms Up! It’s Not What You Think! Tracy Rhodes, Sandia National Laboratories2:30 – 3:30, Marquis 1

This presentation will provide information about how records man-agers can push change and gain support from a bottoms up point-of-view to gain upper management support. You will be given ideasand approaches to use with record owners and handlers to educatethem about risk and training. Planting seeds of knowledge allows arecords management program to be cultivated into culturally accept-ed practices while striving for leadership support.

Defensible Disposition in Highly Regulated Industries Richard Medina, Doculabs2:30 – 3:30, Marquis 2

This session explains how to tackle the monster problem of over-retention of electronic information in the nuclear and other highlyregulated industries. Most organizations hoard and fail to destroytheir piles of files in a legally defensible manner. The session showshow to develop and execute the four most important steps in defen-sible disposition: the defensible disposition policy, assessment plan,technology plan, and disposition plan. Outlines of business casedevelopment and tool selection will be included.

Managing Records: The 12-Step EDRMS Methodology(Part 2 Continued from Session 27) Bruce Miller, RIMtech Inc.2:30 – 3:30, Marquis 3

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��IC($I E+�$�( ��"�+ H')&�J)'2014 Industry Benchmark Survey Results Tim Fleet, McLaren Software3:35 - 4:35, Marquis 1

The nuclear industry is increasingly turning to automated, accu-rate, secure and intelligent document control system to meet theirstrict requirements. Earlier this year, NIRMA co-sponsored a sur-vey of North American nuclear operators to get an up-to-dateunderstanding on the utilization of electronic document andrecords management systems and tools across the industry. Thesurvey looked at how these systems are used and whether there areany trends or common areas of concern. Review and analysis ofthe results included.

Next Generation ITChris Boudreaux, South Texas Project (STP)3:35 - 4:35, Marquis 2

With today’s rapid technology changes, information technologygroups have been challenged to provide next generation solutionsat yesterday’s cost. STP’s Information Technology group has beenleading the way in innovation by providing many forms of technol-ogy to increase productivity while enhancing safety and reducingcosts. We will cover three specific technologies benchmarked withSTP: video monitoring, wireless networking, and unified commu-nications. We will touch on each area and explain how STP adapt-ed the technologies, as well as their impact on cost and perform-ance. You should gain an understanding of how enterprise dynam-ic publishing makes it possible to ensure that you are ready for thefuture.

Managing Records: The 12-Step EDRMS Methodology(Part 3 Continued from Session 27 & Session 31) Bruce Miller, RIMtech Inc.2:30 – 3:30, Marquis 3

IGP Certification: The Next Step in Your Career Denise Pickett, CRM/NS, Black & Veatch9:30 - 10:30, Marquis 1

Information Governance is gaining a foothold in organizations, giv-ing information professionals an opportunity to undertake a morestrategic role in their organizations. This session will explore howto be better equipped and have visibility and credibility in informa-tion technology (IT), records and information management (RIM),privacy, security, and legal. We will discuss the requirements, appli-cation steps, and the study requirements for taking the InformationGovernance Professional (IGP) examination administered and con-ferred by the IGP Governance Board.

Managing Unstructured ContentOn Any Device, AnywhereTom Marshall, IBM9:30 - 10:30, Marquis 2

Cloud solutions improve knowledge workercollaboration and team productivity throughan enterprise content management (ECM)solution delivered on the cloud. With this

solution, knowledge workers can directly engage their contentwherever they work, synchronize it across all devices and improveoverall teaming through content collaboration, management andsharing. Capabilities include:

• Empower users everywhere with pervasive content collabora-tion across mobile and web.

• Make content review and approvals actionable with a secure amanaged and auditable environment.

• Rich document preview capabilities allow users to efficientlycompare and identify documents and version.This session will discuss this new approach to extending your ECMsolution, including the capabilities and benefits.

Using Modern Technology to Implement anIncident Response Electronic Library Tim Fleet, McLaren Software9:30 - 10:30, Marquis 3

The NRC recommends that each licensee maintain an IncidentResponse Electronic Library (IREL) that is readily accessible, easilyshared, easy to use, highly reliable and kept up to date. Both thelicensee and the NRC will retain copies of the library. This presenta-tion covers how new technology can be exploited to provide a verysimple incident response electronic library using a tablet device. Thetablet user is able to quickly navigate and view all the required doc-uments such as site photographs and drawings, operating proce-dures and guidelines, emergency plans and contact information.

Industry and GovernmentRecords/Document Issues BenchmarkingPart 2 continued from Sessions 11 & 12 Debbie Armentrout, CRM, IGP, NRCMargie Janney, CRM/NS, NRCChristine Caston, V. C. Summer NuclearStation Unit 1 Tammy Cutts, Diablo Canyon Power Plant Steve Adams, CRM/NS, NARA10:45 - 11:45, Marquis 2-3

This is a combined benchmarking session which will discuss thechallenges of general records management, document control,configuration management, knowledge management requirementsand regulations, implementation of electronic document andrecords management systems. If you are an employee of, or a con-tractor to, a governmental agency or utility––or work outside ofcommercial power––you will find this session of interest.

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