Practices and pain points in personal records

Matt Balogh, William Billingsley, David Paul, M. Kennan, Melanie Robertson-Dean
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Abstract

Introduction. This paper reports the findings of a survey on personal electronic records management practices focussing on records that people deal with in their everyday lives at home. The aim of this research was to determine which personal electronic records practices were most effective in averting oversights and generating satisfaction in participant’s records management practices. This paper presents one stage of a broader design science research program. Method. The research for this paper was conducted by means of an online questionnaire using Qualtrics software and participants were recruited through social media. Analysis. Analysis was conducted using tabular analysis in SPSS, and Principal Component Analysis in R. Results. The research found that there is a statistical relationship between the practices that respondents adopted with their personal electronic records management and their level of satisfaction with that process. For example, respondents who saved records on a computer or in the cloud reported higher levels of satisfaction with how they managed their personal records and experienced fewer adverse incidents such as losing documents or failing to pay bills on time. Conclusion. The paper concludes by identifying some specific personal records management practices that are likely to improve satisfaction with that task, such as saving and sorting records that need to be retained outside of email in a structured filing system.
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个人档案的做法和痛点
导言。本文报告了一项关于个人电子档案管理实践的调查结果,重点是人们在家中日常生活中处理的档案。这项研究的目的是确定哪些个人电子记录做法能最有效地避免疏忽,并使参与者对记录管理做法感到满意。本文是更广泛的设计科学研究计划的一个阶段。本文的研究通过使用 Qualtrics 软件进行在线问卷调查,并通过社交媒体招募参与者。分析采用 SPSS 的表格分析和 R 的主成分分析。研究发现,受访者在个人电子档案管理方面采取的做法与他们对这一过程的满意程度之间存在统计关系。例如,将记录保存在电脑上或云端的受访者对个人档案管理的满意度较高,发生的文件丢失或未能按时支付账单等不良事件也较少。本文最后提出了一些具体的个人档案管理方法,这些方法可能会提高人们对这项工作的满意度,例如,将需要保留在电子邮件之外的记录保存和分类到结构化的档案系统中。
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