Records Management & MoReq2
Dr. Ulrich Kampffmeyer
DLM Network EEIG
innova.doc
Barcelona, October 6th 2009
P R O J E C T C O N S U L T Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
Agenda
1 Introduction: Records and Records Management
2 Standards: Records Management and Digital Preservation Standardisation
3 MoReq: Status, Scope and Vision of MoReq2
4 Studies: The Market for Records Management
5 Challenge: Breaking the Barriers of Traditional Records Management
6 Outlook: The Future of Records and Information Management
Original file:
http://www:PROJECT-CONSULT.net/files/20091006_InnovaDoc_Barcelona_Kff_Show.ppsx
7. The physical form is irrelevant. Only the content and legal character matter.
8. Examples for records are e-mails, contracts, business agreements, account balances, reports, video/audio files a.s.o.Introduction: Records and Records Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 6of 141
18. and more …Introduction: Records and Records Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 7of 141
23. Protection of information according to ist characteristics, for example down to individual content components of documents
24. The use of international, industry-specific or at least companywide standardised metadata for the unambiguous identification and description of stored informationIntroduction: Records and Records Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 9of 141
25.
26. Electronic recordsmanagement (digital objects) Introduction: Records and Records Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 10of 141
27.
28. ERM is not equivalent to electronic archiving or digital preservation, although there are many commonalities.
29. Records Management is supported by numerous international standards.Introduction: Records and Records Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 11of 141
30.
31.
32. Standards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 13of 141
45. …and many other (business) aspectsStandards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 14of 141
58. Problematic terminology i.E. in the German translation: “Records Management” = “(paper) document management” / “management of written stuff”Standards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 20of 141
67. The final version of the standard was presented to the 2008 ICA Congress in Kuala Lumpur.
68. This standard is based on various information elements, each of which consists of the following : a. The name of the element b. A statement of its purpose c. A statement on the rules and data constraints that apply to the element d. If possible, examples that show how the rule is to be applied Standards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 28of 141
69.
70. The objective is to define global uniform principles and functional requirements for software used to generate and manage electronic records
71. The suite of guidelines and functional requirements is organised into three modules:Module 1: Overview and Statement of Principles Module 2: Guidelines and Functional Requirements for Electronic Records Management Systems Module 3: Guidelines and Functional Requirements for Records in Business Systems Standards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 29of 141
85. All manufacturers must complywiththisstandardin order toselltotheUS militaryorrelatedareas
86. Most recent update in 20072.2.12.1 Standards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 38of 141
93. Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategyStandards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 43of 141
96. Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategyStandards: Records Management and Digital Preservation Standardisation Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 44of 141
99. MoReq ModelRequirements for the Management of Electronic Records Published by the European Commission and the DLM Forum MoReq: Status, Scopeand Vision of MoReq2 Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 47of 141
100.
101. 2002 Printed in theINsARseriesofthe European CommissionarchiveMoReq: Status, Scopeand Vision of MoReq2 Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 48of 141
102.
103. Initiated by DLM Forum, funded by European Commission, IDA programme
104. All sectors, public& private sectorMoReq: Status, Scopeand Vision of MoReq2 Brasil Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 49of 141
110. Adds a test suite and certification process for software products under the guidance of the DLM Forum
111. Published on 13. February 2008MoReq: Status, Scopeand Vision of MoReq2 Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 50of 141
136. Ensure the consistency and quality of MoReq Chapter Zero content and translations of the MoReq specification
137. Instigate and promote MoReq awareness, use and adoption in the EU through publications, training programmes and other communication channels and partners
175. Half of organisations are scanning newly received paper items and filing them electronically rather than manually, and a third of businesses are looking to go to all-electronic records-keeping.
182. Of those organisations with no ECM/ERM system, 60% would not be confident, if challenged, that their electronic records have not been changed, deleted or inappropriately accessed.
185. 35% are using in-house developed links to join up repositories and a further 28% are using vendor custom-developed links. CMIS (Content Management Interoperability Services specification) has gained traction in just 15% of organizations as yet.
188. Over 70% of organisations have made no plans or provision for long-term archiving of electronic records, with no policies for migrating to new media, translating formats, or virtualization of applications.
237. Outlook: The Future of Records and Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 131of 141
238.
239. Will future historians call our time “the Dark Age of the Early Information Society?”Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 132of 141
240.
241. Will there be reliable information on provider trustworthiness?
242. Will the inherent insecurity of data links and the Internet be compensated by high cost-effectiveness?Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 133of 141
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244. Will there be a need for specialised Records Management solutions?Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 134of 141
245.
246. How to determine value of information to create a record?
247. Who is supposed to do this in the era of Information Overflow?Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 135of 141
248.
249. How good do automatic procedures need to get before it becomes obvious that they are much better than error- prone manual procedures?
250. Will structured Records Management survive in the Age of Google?Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 136of 141
251.
252. Can enterprise search eventually replace structured repositories?
253. Will information objects “know” by themselves where they belong and what they are used for?
254. Will compliance become the only reason for the survival of Records Management?Outlook: The Future of Information Management Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 137of 141