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The Greater Washington DC Chapter holds monthly meetings from September to June at a Metro-accessible location. Chapter meetings are open to anyone who has an interest in records and information management issues.

What: GWDC ARMA Webinar Chapter Meeting

When: Wednesday, September 15, 2021 12:00 p.m. - 1:00 p.m.

Where: Webinar - RESERVE YOUR SEAT


Contact: Christopher Beasley, Program Subcommittee Chair at:


Catered No Food, Soft Drinks and Dessert will be served

Register: Chapter Members $25.00 (Free of Charge)

Register: Non-Members $30.00 (Free of Charge)

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Sponsor: BMS-CAT

Presenter: Tim Shinkle, Vice-President, Millican & Associates

Topic: Mapping Existing Retention Schedules to a Machine-Readable Format for Ingesting into ERM System

All of us have (or have heard) ideas for perfecting retention schedules to make them simpler and easier to implement within ERM systems. But none of us seem to have the luxury of time needed to make those revisions happen – We have to implement them now!

Millican & Associates has developed a practical approach to mapping existing retention schedules for implementation within an ERM system – in this example, for the Records Management features within Microsoft’s M365 Compliance Center. We have refined our approach for ERM in M365 at the U.S. Department of Energy and are now implementing it for the Defense Information Systems Agency. 

This approach utilizes a logical “vocabulary” to map the sometimes lengthy or ambiguous retention/disposition narratives into simplified instructions to enable ERM systems to take retention and disposition actions with as little human intervention as practical.

In addition, since this vocabulary is human-readable, it can be adopted as a tool for creating future revisions to existing retention schedules, providing a potential path forward for reaching that elusive “perfect” retention schedule.