This session was a follow up to the event held on the 6th February, and saw Rob provide a recap of previous discussions. He also provided a short presentation on Adaptive Scopes and how they can be used to apply retention labels in to allow role-based retention (for example 'Capstone'. 

This cross-UK Government event saw the Cabinet Office's James Lappin asking Rob a series of detailed questions about the way that retention works in Microsoft 365. The conversation centered on the concept of allowing SharePoint sites and Microsoft Teams to be subject to disposition review as aggregations (as opposed to each record needing to be reviewed individually).

Invited to speak at the Public Records Scotland Act Special Surgery on Microsoft 365, Rob provided a detailed discussion on the four different triggers that Microsoft 365 provides at the beginning of the of the retention period. The focus of the presentation was on 'event-based' retention, with Rob providing some practical examples of how events can be automated to to avoid the potential for manual mistakes.

Presenting at the joint IRMS South West / ARA South West Group's 'Records Managers Unite' event, Rob provided an interactive session, during which the audience steered the direction of the presentation. Questions and topics raised saw Rob discussing some of the more complex challenges currently being encountered by attendees. 

During this session Rob provided an overview of the way that Microsoft 365’s retention labels and retention policies work and how they can be applied to your content. The presentation explores key questions around any records management architecture in Microsoft 365, including:

• How the start of retention can be triggered?

• What can users do to records during retention?

• What options you have at the end of a retention period?

Different architectural approaches are considered to help attendees feel empowered when making key decisions around the application of retention in their tenancies.

This session explored all of the different ways that retention labels can be applied to content in Microsoft 365, from sensitive information types to trainable classifiers and SharePoint Premium's content processing models. Rob suggested that while all of the methods are valuable in the right situation, the application of default retention labels offers the best overall approach in most scenarios. 

Rob then introduced Orinoco 365 - the new provisioning tool designed specifically for Records Managers, as one potentially approach for automatically applying default retention labels to the Sites and Teams that are created in your tenant. 

The Microsoft 365 Maturity Model has been created by the Public Access & Government Services team within The National Archives (TNA) as a practical assessment tool to provide guidance for organisations around their approach to information governance in Microsoft 365. The Model was developed and benchmarked in consultation with the Government Knowledge Information Management M365 User Group, who provided feedback on draft maturity questions and statements. This resulted in a clear consensus on what constitutes ‘inadequate, ‘adequate’ and ‘optimal’ performance in M365 KIM practice. As Microsoft 365 is an evergreen platform that is continuously evolving, it is important that the model is kept up to date when updates and new features are introduced. Therefore, to support the framework’s continued development, TNA and IRMS (Information & Records Management Society) have decided to form a M365 Maturity Model working group.

Joint presentation with Balint Csollei from the National Archives

A phrase first coined by a senior UK civil servant to describe the problem of uncontrolled accumulations of information and data, this is a universal problem for organisations in all sectors. Apart from the legal and compliance issues caused by digital heaps, they also can obscure access to vital records needed for historical research, or public inquiries or prevent organisations from having an effective corporate memory. In this seminar, Lise Jaillant will discuss the imperative of access to records, drawing on her research into how technology, including artificial intelligence might assist future researchers, Rob Bath will discuss how Microsoft 365 can create heaps but also help you to manage them, and David Canning will showcase how the Cabinet Office got control of its heap, and is using automation and algorithms to select records for preservation.

Discussed some of the potential ways that AI might revolutionise the task of managing records in Microsoft 365, followed by an evaluation of some of the major AI tools provided by Microsoft that can already help us manage our unstructured content. The session will explore capabilities including: Microsoft Syntex, Viva Topics, and Trainable Classifiers.

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This presentation will be delivered to members of 'Unlocking our Digital Past with Artificial Intelligence (LUSTRE) project

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Session recording: https://lustre-network.net/event/lunchtime-talk-3-with-robert-bath-on-ai-for-managing-records-in-microsoft-365/

Discussed the basics of Microsoft 365 from a Data Protection perspective. Introduced core capabilities including SharePoint and Teams, and provided an in-depth discussion around Microsoft Purview's retention and information protection features.

Managing Records in Microsoft 365 isn't easy at the best of times - for those of us stuck on E3 licences, it can be a nightmare! This session will detail the RM capabilities provided with E3 licences. It will also outline some of the common approaches that organisations have adopted in order to try to manage records without premium features, and will explain the pros and cons of each.

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Provided an overview of Adaptive Scopes in a joint session with Erica Toelle, Roberto Yglesias, Reynold Leming, James Lappin and Maria Lim. 

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Participated in online discussion on compliance within Teams with fellow subject matter experts, national regulators and representatives from Microsoft Compliance team.

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Catch up by watching the recording of the session here: https://www.youtube.com/watch?v=wgkK7LVmdac

Outlines some of the out of the box capabilities provided within Microsoft Teams and describes how these can be deployed. Focusses on exploring some of the different strategies for Records Management in Teams

Provides an overview of Microsoft 365's retention capabilities and how they can be used by Local and Regional Government. This webinar is run in partnership with Microsoft

Discussing feedback on the updated Microsoft 365 questions proposed for the National Archive's Information Management Self-Assessment Tool

Focusing on some of the recent retention changes that have been introduced and also on the implications on how organisations chose to architect Microsoft 365 to make use of the retention capabilities. Session recording: IRMS Public Sector: Changing retention capabilities in Microsoft 365 - YouTube

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Following up from the RoundTable in July, this second event discussed Retention capabilities with Microsoft (Roberto Yglesias). Conversation include most of the leading subject matter experts on retention in Microsoft 365, as well as national regulator/archival bodies from around the world.

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Online forum discussion, with prominent subject matter experts and national archival/regulatory bodies from around the world discussing some of the Microsoft 365 retention capabilities that they would like to see improved.

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Detailed explanation of all of the governance options available within Microsoft Teams. Discussed Public vs Private Teams, Private Channels, Teams Archival and Expiry, and application of Retention Labels, Sensitivity Labels and DLP to Microsoft Teams. 

Discussed the different approaches to records management in Office 365, explaining the relative merit of each. Included detailed explanation of retention labels and retention policies.

Discussed multiple ways of classifying content from SharePoint metadata, to Retention Labels, Sensitivity Labels and introduced Project Cortex Topics (now Microsoft Viva Topics) to the UK's Information Management community

Speaking to a community of Records Managers across different parts of the university, Rob discussed different ways that Records Management can be undertaken in Office 365, and the relative merit of each approach.

Speaking to an audience of organisations in the Higher Education sector, Rob discussed different ways that Records Management can be undertaken in Office 365, and the relative merit of each approach.

Introduced technical specialists to the Information Governance community, their needs, priorities and relationship with IT. Detailed the history of RM within Office 365, culminating with retention labels.

Provided a detailed explanation of Retention Labels and Retention Policies and how they can be best be used at scale. Proposed an architecture for organisations to apply default Labels to content automatically.

An introduction to the way SharePoint Online is structured and secured. This includes an overview of some of the fundamental components of SharePoint Online, from the overarching tenancy right down to the single item/document.

Explores different approaches that can be taken when implementing an Office 365 EDRM and assesses the pros and cons of each to help make an informed of directions to take.

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels

Panelist alongside Wictor Wilén and Erwin van Hunen, in a discussion being led by Chris McNulty. Topics covered included use of Power Automate at enterprise-scale.

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels

Overview of the evolution of SharePoint within the context of Records Management. Explores the functions provided by the Security & Compliance Center and explains Retention Labels