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MoReq - Mo del Req uirements for the Management of Electronic Records

MoReq - Mo del Req uirements for the Management of Electronic Records. Creation Transmission and Preservation of Digital Records Global Forum, Naples, 13th March, 2001 Paul E. Murphy IDA programme, DG Enterprise. IDA MoReq. Interchange of Data in Public Administration.

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MoReq - Mo del Req uirements for the Management of Electronic Records

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  1. MoReq - Model Requirements for the Management of Electronic Records • Creation Transmission and Preservation of Digital Records • Global Forum, Naples, 13th March, 2001 • Paul E. Murphy • IDA programme, DG Enterprise

  2. IDA • MoReq

  3. Interchange of Data in Public Administration • IDA programme, DG Enterprise • eEurope initiative - Government Online • Interchange of information and provision of services at the trans-European level

  4. IDA - Interchange of Data Between Administrations • Co-ordinated approach at European level • Support for the single market and the decision-making process • Online administration • Covering priority areas • Projects of common interest • Promoting interoperability • Horizontal measures

  5. Model Requirements for the Management of Electronic Records

  6. Where did MoReq come from? • Conclusions of the DLM-Forum ‘99: “European Citizens and electronic information: the memory of theinformation society” • Reference model for managing electronic documents and records in public administration • DLM-Message to Industry • European Training Programme (E-TERM) • Co-funding of DLM-Projects • Networking

  7. What is MoReq? • Specification of a Model for the Management of Electronic Records • Specifies Requirements, both Functional and Non-functional • Modular - so you can add or delete elements according to your needs • To manage electronic records you need a system - an ERMS (Electronic Records Management System) • MoReq does not specify an ERMS - only the functionality it should have

  8. Who will use MoReq? • Anyone who needs a system to manage their electronic records • preparing an invitation to tender • Those who already have a system • to check, audit or improve an existing system • Training organisations • for preparation of course materials • Academic institutions • as a teaching resource

  9. Who will use MoReq? • Software Industry: • to guide product development • Records Management Service Providers • to determine the nature of services provided • Potential Users of Externalised Records Management Services • to specify the services required

  10. Development of MoReq • Open Competition - 2000 • Independent Review (UK) • International Guiding Team of Experts • France, Germany, Italy, Netherlands, Portugal, Spain and Canada • Validation Organisations • Public Sector, Private Sector and Software Industry • Italy, Spain and UK • Review by IDA • Final Review now taking place

  11. What does MoReq do? • Specifies FUNCTIONAL REQUIREMENTS for the management of electronic records • Specifies a MODEL for how files, records, retention schedules, etc. relate to each other • Is applicable to both electronic and hybrid files (i.e. files containing both electronic and paper records) • Assumes that these will be implemented by a system called an ERMS - Electronic Records Management System • Does NOT specify the ERMS - only what it should do

  12. How is the ERMS implemented? • Specialist software? • Multiple software packages? • Custom-designed software? • Manual procedures? • Management activities? • A combination or all of these? • It is for you to decide

  13. What does MoReq contain? • Reference Model • Overview of ERMS Requirements • Classification of Records • Controls and Security • Retention and Disposal of Records • Capturing Records • Referencing (i.e. use of identifiers)

  14. What does MoReq contain? • Searching, Retrieval and Rendering of Records • Administrative Functions • Other Functionality • Non-functional Requirements • Metadata

  15. What else does MoReq contain? • Reference to other specifications • Correspondence to other metadata models • Reference to Standards • Accessibility guidelines • Long term preservation guidelines

  16. What is the Moreq reference model?

  17. contains Levels/Classes Retention schedule defines may be divided into File (Electronic or hybrid) applies to Volumes contains Physical Record Electronic Document can be converted into are incorporated into Electronic record Classification SIMPLIFIED DIAGRAM!!!!!

  18. To sum up: • MoReq is a MODEL specification • MoReq specifies FUNCTIONAL REQUIREMENTS for managing records in both electronic and hybrid files • MoReq says that this functionality should be implemented by an ERMS (electronic records management system) • How you implement the ERMS (e.g. by computer software and manual procedures) is YOUR DECISION

  19. IDA web site http://www.ispo.cec.be/ida

  20. The DLM-Forum Website www.dlmforum.eu.org

  21. IDA • MoReq

  22. Questions? Paul E. Murphy IDA programme European Commission rue de la Loi, 200 (SC 15 02/65) 1040 Brussels, Belgium fax: +32 2 299 0386 e-mail: Paul-E.Murphy@cec.eu.int

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