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 Expert  719038

Expert in Records Management, Information Governance, International Record Retention, Digital Document Management, Email Management

Available for your Consulting and Expert Witness Needs

New York (NY)
Education Work HistoryPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

RECORDS MANAGEMENT; DOCUMENT MANAGEMENT; ELECTRONIC RECORDS. For over 40 years Expert has been involved with records and document management activities as a professional practitioner, consultant, teacher, researcher, and writer. He has extensive experience developing information and records management policies, strategic plans, and governance models; preparing record retention policies and schedules for paper and electronic records; identifying and analyzing general and sector-specific record keeping laws and regulations, including performing legal research to identify international requirements; conducting records management program evaluations, gap analysis, benchmarking studies, and risk assessments based on international standards, compliance requirements, and best practices; and preparing impact analysis, risk mitigation, and disaster recovery plans for mission-critical records. Expert is the author of the most widely used textbook on records and information management, as well as books on record retention requirements in European and Asian countries.

DIGITAL DOCUMENT MANAGEMENT; ELECTRONIC RECORDS MANAGEMENT. Expert has been involved with digital imaging and electronic document management technologies since the 1980s. He has extensive experience conducting needs assessments and feasibility studies for digital document imaging, electronic content management systems, records management application (RMA) software, email archiving systems, document preservation systems, and other technology-based records management initiatives. He also prepares technical specifications, budgets, cost justifications, RFPs, RFQs, RFIs, bid solicitations, and solicitations for procurement of records management products and services. Expert is the author of books on digital document management, email management and archiving systems, and cost analysis for records management projects.


document imaging


document management


document management system


electronic document


electronic document management system


electronic image


information system








office automation


optical disk


optical-disk storage


records management


data storage system






electronic mail


electronic office


electronic record





Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Bridgeport, Connecticut;  New Haven, Connecticut;  Stamford, Connecticut;  and Philadelphia, Pennsylvania.

Year   Degree   Subject   Institution  
1975   Post MS   Computer Science   Wayne State University  
1975   MS   Library / Information Science   Wayne State University  
1971   PhD   History   Wayne State University  
1968   MA   History   Wayne State University  
1966   BA   History, French   Central Michigan University  

Work History:
Years   Employer   Title  

1997 to 2013


Long Island University




1987 to 1997


State University of New York, Albany


Professor, School of Information Science and Policy


1983 to 1986


Vanderbilt University, Peabody College


Associate Professor, Library and Information Science


1979 to 1983


Graduate School of Library and Information Science, Pratt Institute


Associate Professor


Publications and Patents Summary

Expert has written over three dozen books and technical reports and over 100 articles.

Selected Publications and Publishers  
 - ARMA International  
 - Association for Information and Image Management  

Consulting Services:
Selected Consulting Examples:
  • For a county government agency, conducted a needs assessment and developed technical specifications and an implementation plan for an integrated system for storage and retention of inactive electronic and paper records.
  • For an international organization, prepared a gap analysis of existing practices and developed a governance model for electronic records management.
  • For a major cultural institution, developed a strategy and specifications for an archival preservation system for historically significant electronic records.
  • For a multinational financial institution, developed an implementation strategy and conducted legal research for a global record retention schedule covering 100 countries.
  • For a large urban medical center, developed records management policies and retention schedules for records of clinical departments and business units.
Recent Client Requests:
  • OCR expert for consulting on Auto Indexing.
  • Electronic document expert for consulting on improving document efficiencies.
  • Microfilm expert for consulting on microfilm scanning and writing of images back to film.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert was an expert witness, providing expert reports and testimony, in five legal cases. In one of the cases, which involved damage for the loss of records in a fire, the plaintiff received a multi-million dollar cash award based on his reports and testimony.
Recent Litigation Client Requests:
  • Expert in needed for contractual dispute.
  • Document management expert for consulting on software product issues.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
Expert has provided consulting services to a variety of companies, government agencies, educational institutions, cultural institutions, and not-for-profit organizations. He is knowledgeable about record keeping requirements in a variety of industries and professions. Examples include financial services, pharmaceuticals, healthcare, museums, and social services organizations.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert has conducted several hundred continuing education courses. These courses have been attended by more than 15,000 persons since the mid-1970s.

Supplier and Vendor Location and Selection

Expert has experience locating vendors of data storage products, records management products and services, electronic document management systems, and other information-related products and services. He has access to reference books, directories, and online databases as well as industry contacts.

Other Skills and Services

Expert has consulted with over 100 organizations. Over the years, he has been a frequent speaker at professional meetings.


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