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Document management, security, and archiving

 

How do you archive past projects so that files are accessible when needed? Aside from the legal requirements of record keeping, most architects and facilities managers believe that the project documents should last at least as long as the building they helped create. Several things to consider when developing an archival records strategy include:
  • Media: Will there be equipment capable of reading your selected media fifty years from now? Remember Syquest 44, reel-to-reel tapes or 5 ¼” floppy disks? Remember punch cards? And even if you’ve got the hardware to read it, will your media preserve your precious digital information for that long? Most people these days are putting their faith in CD-ROM and other optical media. They’ve been around for 20 years and each new iteration in optical drives has typically included backward compatibility with earlier versions. That means your DVD or CD_RW drive can still read your old CDs. And while magnetic media are considered to have a life of only 5-7 years, optical media last much longer, perhaps as long as 50 years or more.

  • File types: If you save your documents in their native format, will you always have software capable of reading the files? It’s smart to save your documents in several ways: in their native format, in a compatible interchange format (such as DWG) and in a read-only format like Adobe PDF, which will at least allow you to print them at high resolution and recover at least some of their value. Many architects, engineers and builders are saving “record” copies of their drawings as secure PDF files, which can be digitally signed with all the legal weight of wet-signed and stamped paper drawings.

  • Physical storage: Consider moving your archival CD-ROMs offsite, perhaps to a bank vault, or better yet, make several copies and keep them in different locations. Be sure to keep records of what’s on each disk and where it is stored. Most firms archive not just the drawings, but all of their project files, including correspondence, schedules, meeting notes, etc., preserving firm-standard project file systems as they are archived. You may be able to store your archives on a shared Internet server, keeping them accessible via FTP while maintaining the security of off-site storage.

The key here is redundancy: don’t put all your eggs in one basket. And review your archival strategy annually. If you can anticipate that your storage technology may become obsolete in the near future, you still have time to transfer files to something with more staying power.


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