About the Utah State Archives

The Utah Division of Archives and Records Service assists all Utah government agencies with managing their records, preserving records of enduring value, and providing quality access to public information.

Evaluating the Current Program

In 1991, Utah State Archives began using Zasio’s flagship records management solution, Versatile for Windows. They took advantage of many of Versatile’s features, such as record capture, dispositions, space management, and inventory tracking. Retention scheduling was handled by another system known as APPX. To accurately apply transfer and disposition dates to boxes stored in Versatile, someone had to manually add the APPX record series into Versatile. Not only that, but they relied on a paper system to notify agencies when they should destroy records. This system worked for a while, but in November 2002, the State Archives decided to consolidate and streamline their records and information management program.

Creating a New Solution

The journey to a more modern, streamlined records management program required Utah State Archives to link Versatile’s records management features with APPX for organization-wide retention schedule integration. As usual, Zasio’s technicians were up to the challenge, and they got right to work. After collaborating with the Archives to determine technical requirements and design specifications, they were ready to develop a timeframe for implementation. The Archives purchased a new server to handle the increased computing needs, and Zasio began to work on the components necessary to allow the systems to communicate with each other.

Zasio upgraded Utah State Archives to Versatile Enterprise and integrated the systems they already had in place into one program. Zasio created a communication link between APPX and Versatile so it could continue to manage both the temporary records that would eventually be destroyed, as well as their historically valuable permanent collection. It was no easy task to modify Versatile to use APPX retention schedules and customer information, but the result was well worth the effort to everyone involved.

Adding an Automated Records Center

Soon after the consolidation project was complete, the Division of Facilities Construction and Management determined that an automated, high-density records center would provide significant cost and space savings, plus it could reduce the risk of personal injury to employees. The vision included a fully automated process whereby users would search for a box in the records management application, and it would be retrieved with very little human interaction. To reach these goals, the Utah State Archives contracted with HK Systems to build and implement a robotic solution using triple-deep shelving and two robots to store and retrieve boxes efficiently.

In response to this innovation, Zasio needed to interface not only with APPX but also with the HK Systems robots. Luckily, Versatile’s built-in box checkout process was well-suited to the workflow necessary to integrate with the Automated Storage and Retrieval System (ASRS). After considerable discussion, a viable plan was developed for the technical details and workflow required to link Versatile to the ASRS.

Zasio worked to enhance the Versatile search process so requests for boxes in the archives storage room commanded ASRS to retrieve the boxes. Upon successful retrieval, the ASRS sent a response to Versatile to complete the cycle while the boxes were being delivered to the user. All the while, the checkout manager tracked each request and delivery and informed administrators when boxes were overdue.

The seamless integration of three separate systems required a great deal of coordination and effort by multiple parties, but the resulting efficiencies are long-lasting and widespread throughout the State of Utah.

Need to Streamline Your RIM Program?

Contact Zasio today if you want to transform your out-of-date records management program to a more convenient, modern, and intuitive solution.

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Disclaimer: The purpose of this post is to provide general education on Information Governance topics. The statements are informational only and do not constitute legal advice. If you have specific questions regarding the application of the law to your business activities, you should seek the advice of your legal counsel.

About Zasio

For 30 years, Zasio Enterprises, Inc. has been paving the way in records management and information governance consulting. We’ve walked clients through every stage of information governance—from education and planning to implementation and maintenance. We have experts at all levels of our organization who pride themselves on customer satisfaction and nurture lasting relationships with every client. No matter how big your business or the number of records you have, our dedicated team of attorneys, engineers, and technical support specialists are up to the task and ready for the challenge. We’ve been here since 1987 supporting clients just like you, and we’re here to stay.

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