John,  I'm still in the middle of this exercise myself -as time permits.

I've created a cross-reference matrix for the old versus new structure and 
have begun to populate the no-brainers.  We have a series of SME's for 
each functional area of the new structure and I'm asking them to populate 
the matrix from old to new.  This will help with validation of the new 
schedules/structure and show where potential gaps are in the new 
structure.  They will also be approved by the records coordinators of 
different facilities/business units in case of differences in 
interpretation of the descriptions in the two structures.  We need to be 
comparing apples to apples. 
 I will then take these gaps and work with the SME's to reconcile.  We 
have yet to implement an ERM system but when we do I will have fields for 
both of the structures for ease of filtering and search.  This is because 
of the potential differences in the description of the functional versus 
divisional structures and the fact we went from approx 1200 series to 
450..
New additions to the system/archives will need to be done in the new 
functional structure after some cut-off point and the structures 
reconciled to the longest retention period if differences occur. We will 
also be referencing physical and electronic records into common buckets to 
handle event driven retention periods.  It will also allow us to begin 
capturing some additional metadata if needed.  In the interim if the 
records come up for destruction review it is handled on a case by case 
basis.

This is really in the early stages of development so feel free to critique 


Hope we're not to far out in left field and good luck on your project.

Steve Petersen CRM
Records Manager
Rockwell Collins Inc
319.295.5244

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