Research has found that if respondents do not manage their personal records such as bills, receipts and tax-related documents efficiently, they risk not being able to re-find them when needed, resulting in significant problems. A significant gap in understanding and addressing this problem stems from a lack of knowledge of the format of these records, particularly in the context of the COVID-19 pandemic, that may have caused an increase in managing personal records in an electronic format, rather than by hardcopy. This paper provides results of quantitative research conducted in 2018, thereby providing a valuable benchmark for future research on the same and related topics. This measurement was achieved by means of an online survey distributed via social media amongst 205 respondents. The results revealed that nearly all respondents (97%) retained at least some records, and more than 80% kept some of those records in an electronic format, particularly travel reservations and payslips. Conversely, only 10% of respondents kept receipts and warranties for appliances or medical records in an electronic format. The reason for these differences in propensity of keeping various records in an electronic or hardcopy format will require further research.

Introduction. This paper considers how we can better manage personal records in the home by addressing questions such as how and why personal records are retained in an electronic form and how they are managed. Method. A qualitative method with semi-structured interviews was used. Participants were recruited through social media. The interviews included virtual guided tours of personal records. There were thirty participants in twenty-two interviews (some interviews were with couples). Analysis. Each stage of the personal records management process described by participants was observed and categorised, resulting in an inclusive flow diagram. Results. The management of personal records at home can be categorised and described in terms of a flow. Some commonalities were found between personal information management in the workplace and at home, such as the frequent use of e-mail to manage records and the use of micro-notes and reminders. Conclusion. Personal records management at home can be described as a flow through which records progress. The fact that the study of personal information management has rarely addressed personal information management at home offers many opportunities for fruitful future research.

The purpose of this article is to identify the key attributes of personal electronic records in order to develop systems that may enable people to manage them in the home. As more personal information becomes electronic, this is increasingly necessary. Personal electronic records were identified and categorised using interviews and virtual guided tours. Three main attributes were identified: primary user-subjective categories; attributes which identify the circumstances that give rise to the records; and attributes which describe the legal validity of each record. In addition to providing an improved understanding of personal electronic records in the home, these attributes are developed into a set of potential metadata fields.

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