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Offsite file storage

By Gillian Kerr, RealWorld Systems
The information in this article is current as of March 6, 2003.

When I worked at United Way of Greater Toronto, we would hear every year about agencies that had lost files through fire, flood, vandalism or theft. Each time, the agency involved seemed to think that it was a disaster that could never have been predicted. In fact, file loss is like death - the question is not whether it will happen, it's when it will happen. I've written about this issue before, focusing on security and backup procedures for digital data, and most of that article is still current two years later.

Over the past couple of months, I've been investigating offsite storage for hard copy files, and how they can be integrated with digital storage. Offsite file storage makes a lot of sense for several reasons - it allows agencies to use precious office space for programs and people rather than paper; it protects files from loss or damage; and it forces agencies to go through their documents regularly to decide what to keep. The storage service that we decided to use is FileBank, which specializes in small to medium organizations in the Greater Toronto Area. (Other services include Iron Mountain and Tippet-Richardson). Minimum charges start at about $35/month for two or three dozen file boxes, which is significantly less than renting self-storage spaces. These services include next-day pickup and delivery of files, and increasingly offer document management tracking systems that can be integrated with tape or digital storage. FileBank, for example, offers tape storage with regular pickups, and is exploring the potential of providing online access to the tapes upon request by the agency. For example, if an agency needed a set of files, it could call FileBank and ask them to load those files onto the internet in a secure file area.

Digital archiving is turning out to be more difficult to manage. Because RealWorld Systems is a virtual company, based on a network of satellite and home offices, we rent web services rather than running our own servers and LANs. We're finding that digital storage requires a patchwork of different services: a project intranet (using SharePoint Team Services) for active projects; an online backup service (Connected.com) for daily backups; CD ROMS for project archives, filed in the offsite storage facility; and larger and larger hard drives on our computers. Some services that we've investigated, such as Storage Pipe and Storage Guardian, offer file archives at various price levels (from $4 to $35 per gigabyte depending on how quickly you need to access the data). Others, like xdrive, provide active file storage for individuals or groups that acts like an extra hard drive on your computer. For our use, despite our fascination with all things digital and an interest in integration, we haven't yet found an easy, inexpensive and reliable solution. We live in hope, though.

Document management is a fundamental issue for organizations. I spoke to Carolyn Werle, who heads Records and Information Management Services in Toronto, about the document needs of nonprofit agencies. Carolyn said that vital records should be stored offsite in a secured location rather than at a staff person's house. Critical files should be named consistently, and there should be a retention and destruction schedule so that old files are destroyed when they are no longer needed or legally required (this protects client privacy as well as the agency itself). Document management consultants can set up systems and classify records if agencies aren't capable of doing it themselves.

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Gillian Kerr, Ph.D., C.Psych.

President, RealWorld Systems

gkerr at realworldsystems.net

Read my weblog at http://blog.realworldsystems.net

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