[EN] Records Management & MoReq2 | innova.doc 2009 | Barcelona | Ulrich Kampffmeyer

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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



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http://www:PROJECT-CONSULT.net/files/20091006_InnovaDoc_Barcelona_Kff_Show.ppsx

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[EN] Records Management & MoReq2 | innova.doc 2009 | Barcelona | Ulrich Kampffmeyer

  1. 1. DLM Network EEIG<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Records Management & MoReq2<br />Dr. Ulrich Kampffmeyer<br />DLM Network EEIG<br />innova.doc<br />Barcelona, October 6th 2009<br />P R O J E C TC O N S U L T<br />Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH<br />
  2. 2. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Agenda<br />Introduction: Records and Records Management<br />Standards: Records Management and Digital Preservation Standardisation<br />MoReq: Status, Scopeand Vision of MoReq2<br />Studies: The Market for Records Management<br />Challenge: BreakingtheBarriersof Traditional Records Management<br />Outlook: The Future of Records and Information Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 2of 141<br />
  3. 3. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Introduction: <br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 3of 141<br />
  4. 4. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Terminology<br />„Document“<br />isno easy term …<br />… as well in Catalan it can have different meanings<br />Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 4of 141 <br />
  5. 5. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Definition: Record<br />ISO 15489 Records Management<br />Information created, received, and maintained as evidence and information by an organisation or person, in pursuance of legal obligations or in the transaction of business.<br />Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 5of 141 <br />
  6. 6. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Whatis a Record?<br /><ul><li>A record can be any type of content having to do with a business activity or transaction.
  7. 7. The physical form is irrelevant. Only the content and legal character matter.
  8. 8. Examples for records are e-mails, contracts, business agreements, account balances, reports, video/audio files a.s.o.</li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 6of 141 <br />
  9. 9. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Records canbedefinedby<br />theirattributes<br /><ul><li> Business Value
  10. 10. Legal Value
  11. 11. Context
  12. 12. Integrity
  13. 13. Persistence
  14. 14. Authenticity
  15. 15. Defined Metadata
  16. 16. Consistency
  17. 17. Classification
  18. 18. and more …</li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 7of 141<br />
  19. 19. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Definition: Records Management<br />ISO 15489 Records Management<br />Field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.<br />Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 8of 141 <br />
  20. 20. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Whatis Records Management?<br /><ul><li>Imaging of filing plans and other structured directories for the orderly storage of information
  21. 21. Thesaurus or controlled vocabulary-based, unambiguous indexing of information
  22. 22. Management of retention schedules and deletion schedules
  23. 23. Protection of information according to ist characteristics, for example down to individual content components of documents
  24. 24. The use of international, industry-specific or at least companywide standardised metadata for the unambiguous identification and description of stored information</li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 9of 141<br />
  25. 25. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Whatis Records Management?<br />Records Management ismedia-agnostic.<br /><ul><li>Management ofphysicalrecords, forexamplepaperdocuments (byreferences in softwaresystems)
  26. 26. Electronic recordsmanagement (digital objects) </li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 10of 141<br />
  27. 27. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Whatis Electronic RecordsManagement?<br /><ul><li>Records Management or Electronic Records Management (ERM) has to do with the structuring, administrative and organisational components of records management.
  28. 28. ERM is not equivalent to electronic archiving or digital preservation, although there are many commonalities.
  29. 29. Records Management is supported by numerous international standards.</li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 11of 141<br />
  30. 30. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Whatis Records LifecycleManagement?<br />Retaininginformation<br /><ul><li>Information that must beretained
  31. 31. Information thatshouldberetained</li></ul>Disposingofinformation<br /><ul><li>Rules forandproofofdestruction</li></ul>Introduction:<br />Records and Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 12of 141<br />
  32. 32. Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 13of 141<br />
  33. 33. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Standards relatetovariouslevelsandpurposes<br /><ul><li> Technology
  34. 34. Methods
  35. 35. Architectures
  36. 36. Functionality
  37. 37. Logs and audit trails
  38. 38. Formats
  39. 39. Processes
  40. 40. Metadata
  41. 41. Interfaces
  42. 42. Procedures
  43. 43. Analyses and presentation
  44. 44. Visualisation
  45. 45. …and many other (business) aspects</li></ul>Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 14of 141<br />
  46. 46. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Records Management Terminology<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />… somecallthisnow MoReq1<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 15of 141<br />
  47. 47. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Creationand Capture of Records<br />… whohaseverusedthis?<br />2.2.2<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 16of 141 <br />
  48. 48. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Creationand Capture of Records<br />2.2.2<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />… thisistheformat, theamericans do not like …<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 17of 141 <br />
  49. 49. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Classificationof Records<br />3.2.3<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 18of 141 <br />
  50. 50. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Records Management:ISO 15489<br />3.2.3.2<br />According to ISO 15489, records should have:<br /><ul><li> Authenticity
  51. 51. Reliability
  52. 52. Integrity
  53. 53. Usability</li></ul>Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 19of 141 <br />
  54. 54. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Records Management: ISO 15489<br />3.2.3.1<br /><ul><li>Relevant for document management in the private and public sectors, and for archiving
  55. 55. Definition of the importance, function and elements of document management systems
  56. 56. The standard does not go substantially beyond a definition of the subject matter
  57. 57. Lowest common denominator of the participating countries
  58. 58. Problematic terminology i.E. in the German translation: “Records Management” = “(paper) document management” / “management of written stuff”</li></ul>Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 20of 141 <br />
  59. 59. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Access Controls and Security Technologies in IT relatedto RM<br />3.2.4<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 21of 141 <br />
  60. 60. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Storage, SearchandRetrieval<br />3.2.5<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 22of 141 <br />
  61. 61. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Retention SchedulesandDisposal<br />2.2.6<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 23of 141 <br />
  62. 62. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Metadata<br />2.2.7<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 24of 141 <br />
  63. 63. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Metadata<br />2.2.7<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 25of 141 <br />
  64. 64. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Metadata<br />2.2.7<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 26of 141 <br />
  65. 65. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Retrieval, PresentationandIndexing<br />RetrievalandPresentation<br />2.2.8<br />Content Indexing<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 27of 141 <br />
  66. 66. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />ICA –International Council on Archives<br />2.2.3.3<br /><ul><li>Committee of Best Practices and Standards (CBPS): “International Standard for Describing Functions” (ICA-ISDF)
  67. 67. The final version of the standard was presented to the 2008 ICA Congress in Kuala Lumpur.
  68. 68. This standard is based on various information elements, each of which consists of the following :</li></ul> a. The name of the element<br /> b. A statement of its purpose<br /> c. A statement on the rules and data constraints that apply to the element<br /> d. If possible, examples that show how the rule is to be applied<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 28of 141 <br />
  69. 69. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />ICA –International Council on Archives<br />3.2.3.4<br /><ul><li>“Principles and Functional Requirements for Records in Electronic Office Environments”
  70. 70. The objective is to define global uniform principles and functional requirements for software used to generate and manage electronic records
  71. 71. The suite of guidelines and functional requirements is organised into three modules:</li></ul>Module 1: Overview and Statement of Principles<br />Module 2: Guidelines and Functional Requirements for Electronic Records Management Systems<br />Module 3: Guidelines and Functional Requirements for Records in Business Systems<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 29of 141 <br />
  72. 72. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Transmission & Migration <br />2.2.9<br />Transmission<br />Migration<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />The term Migration itselfisambiguous …… generalprocessofingestion<br />… replacing an oldsystemandtransferofdata<br />… continuousmigrationasstrategy<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 30of 141 <br />
  73. 73. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Long-termPreservation/Digital Preservation<br />2.2.10<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 31of 141 <br />
  74. 74. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Long-Term Preservation/Digital Preservation<br />… isbelievedtobe an archivingstandard?!<br />2.2.10<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 32of 141 <br />
  75. 75. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />OAIS Reference Model<br />3.2.10.1<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Records Management istheideal entrypointforarchival<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 33of 141 <br />
  76. 76. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />OAIS Reference Model<br />SIP standardisationandingestionprocessesaretopicsfor Records Management:<br /><ul><li>Metadata
  77. 77. Interfacing
  78. 78. Lifecycleinformation
  79. 79. Security andretention</li></ul>3.2.10.1<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 34of 141 <br />
  80. 80. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Records and Archives<br /> Records Management = Archives?<br />No!<br />Records include ‘live’ information and are used in day-to-day work.<br /> Some records may be delivered to an archive to be preserved.<br />3.2.10.1<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 35of 141 <br />
  81. 81. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Document Format<br />ISO 32000 : 2008 PDF … isthere still a needfor PDF/A-1 or PDF-A/2?<br />3.2.11<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Microsoft contra ISO 26300 ODF Open Document Format<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 36of 141 <br />
  82. 82. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Software Certification<br />2.2.12<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 37of 141 <br />
  83. 83. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />DoD 5015.2<br /><ul><li>DoD 5015.2: Documentmanagementstandardofthe US Department of Defense
  84. 84. Itdescribesthefunctionsneededfor</li></ul>Information management<br />System management<br /><ul><li>Usesthe same approachasISO 15489 Records Management, but goeslessintofunctionaldescriptions
  85. 85. All manufacturers must complywiththisstandardin order toselltotheUS militaryorrelatedareas
  86. 86. Most recent update in 2007</li></ul>2.2.12.1<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 38of 141 <br />
  87. 87. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Software Certification<br />2.2.12<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 39of 141 <br />
  88. 88. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Software Certification<br />2.2.12<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 40of 141 <br />
  89. 89. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />DOD 5015.2<br />GUID<br />ISO 15801, 12654<br />XML<br />ISO 12033<br />Metadata:DC, ISAAR, ISOs 23081, 639, 2788, 5964, 8601<br />PDF/A<br /> CAPTURE <br /> USE <br />ISO 18492, OAIS<br />RFC 2821, 2822, TIFF, JPEGISO 216<br />X.509, XKMS<br /> CREATE <br /> PRESERVE <br />PDF/A<br />RECORDS<br />ISO 12037<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />MoReq2, ISO 15489<br />ISO 15801, 12654<br />ISO 12142<br />DOD 5015.2<br />Coverageofstandards<br />2.2.13<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 41of 141 <br />
  90. 90. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />DOD 5015.2<br />GUID<br />ISO 15801, 12654<br />XML<br />ISO 12033<br />Metadata:DC, ISAAR, ISOs 23081, 639, 2788, 5964, 8601<br />PDF/A<br /> CAPTURE <br /> USE <br />ISO 18492, OAIS<br />RFC 2821, 2822, TIFF, JPEGISO 216<br />X.509, XKMS<br /> CREATE <br /> PRESERVE <br />PDF/A<br />RECORDS<br />ISO 12037<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />MoReq2, ISO 15489<br />ISO 15801, 12654<br />ISO 12142<br />DOD 5015.2<br />Coverageofstandards<br />2.2.13<br />Standards:<br />Records Management and Digital Preservation Standardisation<br />MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 42of 141 <br />
  91. 91. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Conclusions on standards<br />2.2.13<br /><ul><li>Standards cover different applicationareas. Theyare not allwayscomparableandcompatible
  92. 92. Standards have a life-cycle
  93. 93. Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategy</li></ul>Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 43of 141 <br />
  94. 94. Roadshow 2009<br />Records Management& MoReq2<br />Dr. Ulrich Kampffmeyer<br />12. + 14.05.2009<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Conclusions on Standards<br />2.2.13<br /><ul><li>Standards cover different applicationareas. Theyare not allwayscomparableandcompatible
  95. 95. Standards have a life-cycle
  96. 96. Standards do not provideinvestmentsecurityandinformationavailibility –standardscanonlybeoneelement in an overall, longterminformationmanagementstrategy</li></ul>Standards:<br />Records Management and Digital Preservation Standardisation<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 44of 141 <br />
  97. 97. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />MoReq:            <br />Status, Scope and Vision of MoReq2<br />DLM Forum<br />MoReq:            <br />Status, Scope and Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 45of 141 <br />
  98. 98. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />DLM Forum<br />MoReq:            <br />Status, Scope and Vision of MoReq2<br /><ul><li>1994 Creationofthe DLM Forum</li></ul> After publicationoftheresulotionofthe European Council on increasedcooperationamongmemberstates in archiving<br /><ul><li>2002 Openingofthe DLM Forum</li></ul> The newconstitutionmakesitpossibleforcorporations, organisationsand private individualstojointhe DLM Forum<br /><ul><li>2002 Foundingofthe DLM Network EEIG</li></ul>as legal and administrative bodyofthe DLM Forum<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 46of 141 <br />
  99. 99. MoReq<br />ModelRequirements for the<br />Management of Electronic Records<br />Published by the European Commission<br />and the DLM Forum<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 47of 141 <br />
  100. 100. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />MoReq1: History<br /><ul><li>1996 Initiative ofthe DLM Forum</li></ul> Need for a specificationforsystemrequirementsformanaging electronic documentsandarchives<br /><ul><li>2000/2001 Creationof MoReq</li></ul>aspartofthe IDA programme (Interchange of Data between Administrations) ofthe European CommissionbyCornwell Consulting<br /><ul><li>2001 Publishedelectronically
  101. 101. 2002 Printed in theINsARseriesofthe European Commissionarchive</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 48of 141 <br />
  102. 102. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Model Requirements for the Management of Electronic Records<br /><ul><li>Designed and published for Europe – butnow used around the world
  103. 103. Initiated by DLM Forum, funded by European Commission, IDA programme
  104. 104. All sectors, public& private sector</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Brasil<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 49of 141 <br />
  105. 105. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />MoReq2<br /><ul><li>An evolutionary development of MoReq(1)
  106. 106. Improves and extends MoReq
  107. 107. Updates MoReq in respect of new technologies and regulations
  108. 108. ModularisesMoReq
  109. 109. Uses numerous “Best Practices” and incorporates proven standards
  110. 110. Adds a test suite and certification process for software products under the guidance of the DLM Forum
  111. 111. Published on 13. February 2008</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 50of 141 <br />
  112. 112. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />MoReq2: The Specification<br />A specificationthat<br />describesthecapabilities<br />of a good, generic,<br />electronic records<br />managementapplication.<br />Availablefreefrom<br />www.MoReq2.euwww.MoReq2.dewww.MoReq.infowww.DLM-Forum.eu<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 51of 141 <br />
  113. 113. MoReq2: The Specification<br />Gives the requirements for a good <br />generic ERM system<br />794 formal requirements<br />– Functional, non-functional<br />– Mandatory, desirable<br />– Core, optional<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 52of 141 <br />
  114. 114. MoReq2 website<br />Specification<br />Metadata model<br />Test framework materials<br />XML schema<br />Structureof MoReq2 Deliverables<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 53of 141 <br />
  115. 115. Test Framework Materials<br />DevelopedbyimbusAG, Germany<br />– Over 1,000 pages<br />– CompliantwithIEEE 829 - Standard for <br /> Software Test Documentation<br />Contains<br />– Test data<br />– Test scriptsandinstructions<br />– Expectedresults<br />Intended mostly for software companies and certification centers – but can be used by everybody i.E. for inhouse testing<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 54of 141 <br />
  116. 116. Metadata Model<br />Completemetadata model<br /> – 345 elementsunder 158 IDs<br />To be used with care: containserrors<br />ISO 23081 compliant<br /> – MetadataforRecords<br /> – Basis forthe MoReq2 XML schema<br />The model isdesignedforsoftwaredeveloppersandinterfacing. Most usersof MoReq2 can and should ignore this metadata model.<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 55of 141 <br />
  117. 117. MoReq2 XML Schema<br /><ul><li>Specifies a standardinterchangeformat
  118. 118. Based on metadata model
  119. 119. Allowsexchangeof</li></ul> – Electronic records<br /> – Aggregations (files, classes etc.)<br /> – Classificationschemes<br />Intendedforsoftwarecompaniesand – not likely to be useful to others.<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 56of 141 <br />
  120. 120. Structureofthe MoReq2 Standard<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 57of 141 <br />
  121. 121. CAPTURE <br /> USE <br /> CREATE <br /> PRESERVE <br />RECORDS<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />ERM Functionsof MoReq2 <br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 58of 141 <br />
  122. 122. CAPTURE <br /> USE <br /> CREATE <br /> PRESERVE <br />RECORDS<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />8 CategoriesforFunctionality<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Marcs idea: <br />8 basiccategoriesoffunctionalityaroundrecords<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 59of 141 <br />
  123. 123. MoReq2 Contents<br />Introduction<br />Overviewof ERMS Requirements<br />ClassificationSchemeand File Organisation<br />Controls and Security<br />Retention and Disposition<br />Capturing Records and Declaring Records<br />Referencing<br />Searching, RetrievalandPresentation<br />Administrative Functions<br />Optional Modules<br />Non-Functional Requirements<br />Metadata Requirements<br />Reference Model<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 60of 141 <br />
  124. 124. MoReq2 Contents<br />Introduction<br />Overviewof ERMS Requirements<br />ClassificationSchemeand File Organisation<br />Controls and Security<br />Retention and Disposition<br />Capturing Records and Declaring Records<br />Referencing<br />Searching, RetrievalandPresentation<br />Administrative Functions<br />Optional Modules<br />Non-Functional Requirements<br />Metadata Requirements<br />Reference Model<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The classical Records <br />Management functions<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 61of 141 <br />
  125. 125. MoReq2 Optional Modules<br />10.1 Management of Physical (Non-electronic) Files and Records <br />10.2 Disposition of Physical Records <br />10.3 Document Management and Collaborative Working<br />10.4 Workflow<br />10.5 Casework<br />10.6 Integration with Content Management Systems<br />10.7 Electronic signatures<br />10.8 Encryption <br />10.9 Digital Rights Management<br />10.10 Distributed Systems <br />10.11 Offline and Remote Working<br />10.12 Fax Integration<br />10.13 Security Categories <br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 62of 141 <br />
  126. 126. MoReq2 Appendices<br />Appendix 1 – Reference Publications<br />Appendix 2 – Development of this Specification<br />Appendix 3 – Use of this Specification in Electronic Form<br />Appendix 4 – Acknowledgements<br />Appendix 5 – Correspondence to Other Models<br />Appendix 6 – Date Processing<br />Appendix 7 – Standards and Other Guidelines<br />Appendix 8 – Changesfromthe Original MoReq<br />Appendix 9 – Metadata Model<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 63of 141 <br />
  127. 127. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Everythingis in Place<br /><ul><li>Requirements online andprinted
  128. 128. Test material available
  129. 129. XML schemafinished
  130. 130. Test centercontractsigned
  131. 131. MoReq2 Governance Boardestablished
  132. 132. Translations & chapter 0s comingin
  133. 133. First Records Management softwareproductFoliobyFabasoftiscertified</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Wecanstarttogatherexperience, initiateimprovementsandgenerateacceptance!<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 64of 141 <br />
  134. 134. Status of translations<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Catalan!<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 65of 141 <br />
  135. 135. MGB MoReq Governance Board<br />The MoReq Governance Board has the following tasks<br />and responsibilities:<br /><ul><li>Ensure MoReq brand name protection
  136. 136. Ensure the consistency and quality of MoReq Chapter Zero content and translations of the MoReq specification
  137. 137. Instigate and promote MoReq awareness, use and adoption in the EU through publications, training programmes and other communication channels and partners
  138. 138. Provide an ongoing programme for Maintenance & development of Testing of MoReq</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 66of 141 <br />
  139. 139. MGB MoreqGovernance Board<br />Members<br />Martin Waldron InformConsult (England) Chair<br />Hans Fredrik Berg National Archive (Norway)<br />Marc Fresko Inforesight (England)<br />Jon Garde Objective (England)<br />Ulrich Kampffmeyer PROJECT CONSULT (Germany)<br />Karl Mayrhofer Fabasoft (Austria)<br />Thomas Rumi imbus (Germany)<br />Jef Schram European Commission (Belgium)<br />Joze Skofljanec Nation Archive (Slovenia)<br />Rory Staunton Strategy Partners (England) <br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 67of 141 <br />
  140. 140. MGB MoreqGovernance Board<br />Working groups<br />• Brand Protection (BPWG)<br />• Dissemination and Training (DTWG)<br />• Maintenance and Innovation (MIWG)<br />• Testing and Certification (TCWG)<br />• Translation & Chapter Zero (TZWG)<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 68of 141 <br />
  141. 141. MGB MoreqGovernance Board<br />First Results<br /><ul><li>GuidelinefortheCertificationProcess
  142. 142. Guidelinefor Maintenance and Updates to MoReq
  143. 143. GuidelineforTranslators
  144. 144. Guidelinefor Chapter 0
  145. 145. DLM Forum and MoReq website (September 2009)
  146. 146. MoReq Roadmap
  147. 147. Ongoingrepliestoquestionsfromtranslatorsandvendors on technicalmatters</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 69of 141 <br />
  148. 148. DLM Forum -MoReq2 Testing Regime <br />Imbus AG (http://www.imbus.de)<br />European Commission – DLM Forum (DLM<br />Network EEIG) – accredited test house<br />• 11.12.2008 accredited for 2 years, could be extended<br /><ul><li>First product certified in August 2009 </li></ul> (Fabasoft, Vienna, Austria, http://www.Fabasoft.com)<br />MoReq:<br />Status, Scopeand Vision of MoReq2<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 70of 141 <br />
  149. 149. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Oneimportant Goal<br />Demonstratetheusefulnessandusabilityof MoReq2:<br /><ul><li>Even a complexstructurecanbeeasilyusedwith modern softwarearchitecture, applicationsanduserinterfaces
  150. 150. Used in therightway, MoReq2 will helpto savemoneyandtoincreaseefficiency
  151. 151. Not everybody will needeveryfunction. Makethe modular approachwork
  152. 152. Systems must not onlybecapableof MoReq2-functionality, but must beabletosupporteveryofficeworkerwiththeirdailywork
  153. 153. More productsneedtobecertified …</li></ul>MoReq:<br />Status, Scopeand Vision of MoReq2<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 71of 141 <br />
  154. 154. Studies: <br />The Market for Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 72of 141 <br />
  155. 155. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Records Management: An Industry View<br />Records Management<br />aspartof<br />ECM<br />Enterprise Content Management<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 73of 141 <br />
  156. 156. The Concept of ECMEnterprise Content Management<br />“Enterprise Content Management is <br />the Strategies, Methods and Tools <br />used to Capture, Manage, Store,<br />Preserve and Deliver <br />Content and Documents related to<br />Organizational Processes.”<br />AIIM international<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 74of 141 <br />
  157. 157. MANAGE<br />CAPTURE<br />DELIVER<br />Collab<br />DM<br />STORE<br />STORE<br />WCM<br />WF/BPM<br />RM<br />PRESERVE<br />The ECM Model<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 75of 141 <br />
  158. 158. MANAGE<br />CAPTURE<br />DELIVER<br />Collab<br />DM<br />STORE<br />STORE<br />WCM<br />WF/BPM<br />RM<br />PRESERVE<br />The ECM Components Model<br />Document Management<br />Collaboration<br />Web Content Management<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Workflow <br />Business Process Management<br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 76of 141 <br />
  159. 159. MANAGE<br />CAPTURE<br />DELIVER<br />Collab<br />DM<br />STORE<br />STORE<br />WCM<br />WF/BPM<br />RM<br />PRESERVE<br />ECM & Records Management<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Records Management<br />Oneintegrated Module ofthe Components Model<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 77of 141 <br />
  160. 160. CAPTURE <br /> USE <br /> CREATE <br /> PRESERVE <br />RECORDS<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />The MoReq2 Model<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />The same Terms like in the ECM Model?!<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 78of 141 <br />
  161. 161. CAPTURE <br /> USE <br /> CREATE <br /> PRESERVE <br />RECORDS<br /> DESTROY <br /> TRANSFER <br /> MANAGE <br /> STORE <br />The MoReq2 Model<br />Capture<br />Preserve<br />RecordsManagement<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Manage<br />Store<br />Different Focus … <br />Records arethe Center ofthe World ?!<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 79of 141 <br />
  162. 162. ECM and Records Management<br />WhatistheDifferencebetweenthe ECM andtheRecords Management Model?<br />Most ECM ComponentsareonlySatelitesin the MoReq2 Model!<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 80of 141 <br />
  163. 163. The softwareindustryhasmoved on …<br />ECM was enhanced to <br />really cope with the<br />challenges of “2.0”<br />whilst Records Management and<br />Electronic Archival are just in a<br />“2.0 experimental Phase” …<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 81of 141 <br />
  164. 164. Market Studies<br />Gartner, Forrester & Co.<br /> Records Management Functions and Vendor Positioning<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 82of 141 <br />
  165. 165. Gartner Group 2008 “MarketScope for Records Management”<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 83of 141 <br />
  166. 166. Gartner Group 2008 “MarketScope for Records Management”<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 84of 141 <br />
  167. 167. DataMonitor ERDM Studie2008<br />Autonomy<br /> HP <br />Open Text<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 85of 141 <br />
  168. 168. Forrester Wave Records ManagementAugust 2009<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 86of 141 <br />
  169. 169. Forrester Wave Records ManagementAugust 2009<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 87of 141 <br />
  170. 170. Forrester Wave Records ManagementAugust 2009<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 88of 141 <br />
  171. 171. Forrester Wave Records ManagementAugust 2009<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 89of 141 <br />
  172. 172. Forrester Wave Records ManagementAugust 2009<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 90of 141 <br />
  173. 173. Market Studies<br />AIIM<br />Association for Information <br />and Image Management international<br /> Records Management Usage and Perception<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 91of 141 <br />
  174. 174. AIIM RM Study 2009 Summary<br /><ul><li> The volume of paper records is still increasing steadily in 56% of organizations, but in 22% it is at last showing signs of decreasing. Meanwhile the volume of electronic records is “increasing rapidly” for 70%, and unsurprisingly, is not decreasing for any.
  175. 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.
  176. 176. But for the other half, as well as manually filing inbound paper documents, 40% admit to routinely printing newly generated office documents and emails for the purpose of filing them as paper records. </li></ul>Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 92of 141 <br />
  177. 177. AIIM RM Study 2009 Summary<br /><ul><li> Electronic records are more than twice as likely to be described as “Unmanaged” than paper records.
  178. 178. 71% of organisations have a procedure for legal hold of paper records in the event of litigation, but only 57% have one for electronic records.
  179. 179. For 25% of organisations, legal discovery of paper records would take at least a month, whereas for electronic records this is 17%.
  180. 180. There is a reliance on IT staff to carry out legal discovery on electronic records in the majority of companies, whereas records management staff or line-of-business staff deal with paper records. </li></ul>Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 93of 141 <br />
  181. 181. AIIM RM Study 2009 Summary<br /><ul><li> 13% of organisations are using dedicated e-discovery tools and a further 22% are planning to do so. 42% are utilizing their ECM/ERM suites for e-discovery and 12% are using Enterprise Search.
  182. 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.
  183. 183. 38% of those polled admit that there is little or no enforcement of their records management policies and 55% set no guidance on dealing with important emails as records. </li></ul>Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 94of 141 <br />
  184. 184. AIIM RM Study 2009 Summary<br /><ul><li> 31% of organisations have 20 or more content repositories that could usefully be linked, with email as the highest priority content.
  185. 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.
  186. 186. Half of organisations would “possibly” store records in a local, identifiable outsource, but 77% state they would never use a public cloud (e.g., Google, Amazon or Microsoft) even if they were assured of an onshore storage location. However, 67% would consider a corporate or government cloud. </li></ul>Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 95of 141 <br />
  187. 187. AIIM RM Study 2009 Summary<br /><ul><li> Two thirds of organisations store a significant proportion of their records in native formats such as Word and Excel, although a third plan to converge to PDF-A over the next 3 years.
  188. 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.
  189. 189. Spending on Records Management systems and modules is expected to be up overall in the next 12 months. Consultancy Services show a slight net fall.</li></ul>Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 96of 141 <br />
  190. 190. AIIM Study 2009<br />What is the most significant business driver for document and records management technologies in your organization? N=476<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 97of 141 <br />
  191. 191. AIIM Study 2009<br />How long would it take to produce all of the organisational information related to a formercustomerorconstituent? N=468<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 98of 141 <br />
  192. 192. AIIM Study 2009<br />For each type of content, evaluate the degree of control<br />that exists in your organisation in managing it: N=462<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 99of 141 <br />
  193. 193. AIIM Study 2009<br />How would you best characterize your organisation’s experience with document management and recordsmanagement? N=478<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 100of 141 <br />
  194. 194. AIIM Study 2009<br />How would you describe the return on investment (ROI) of your document/records management or ECM system? N=289, (excluding “not measured”)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 101of 141 <br />
  195. 195. AIIM Study 2009<br />Have you implemented Microsoft SharePoint 2007 (WSS/MOSS) in your organization? N=406<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 102of 141 <br />
  196. 196. AIIM Study 2009<br />Do you currently use or have immediate plans to use SharePoint 2007/MOSS in the following applications? N=233 (SharePoint users)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 103of 141 <br />
  197. 197. AIIM Study 2009<br />Which of the following would you use to best describe your current or planned use of SharePoint in your organization with regard to your existing ECM, DM and RM suite? N=233 (SharePoint users)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 104of 141 <br />
  198. 198. AIIM Study 2009<br />How are each of the following managed in your ECM environment? N=281, &gt;10 emps, non-trade (“Not applicable to our business” responses indicated by shorter bar lengths.)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 105of 141 <br />
  199. 199. AIIM Study 2009<br />Which of the following would you use to best describe your current or planned use of SharePoint in your organisation with regard to your existing ECM, DM and RM suite? N=233 (SharePoint users)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 106of 141 <br />
  200. 200. AIIM Study 2009<br />What are your plans for using a remotely hosted or outsourced “Software as a Service” (SaaS) or a Cloud solution for your document and records management? N=350<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 107of 141 <br />
  201. 201. AIIM Study 2009<br />The following are typical problems that can occur during the course of a records or document management implementation. Please select the TOP THREE problems that have affected your organization (please check ONLY THREE)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 108of 141 <br />
  202. 202. AIIM Study 2009<br />The following are typical aspects of ECM products that would affect your choice of new products or satisfaction with existing products. Please select the TOP THREE that you consider to be the most important:<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 109of 141 <br />
  203. 203. AIIM Study 2009<br />How do you think your organisation’s spending in 2009 on each of the following technologies will compare with what was actually spent in 2008? N=274, &gt;10 emps, non-trade. (“We don’t spend anything on this” responses indicated by shorter bar lengths.)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 110of 141 <br />
  204. 204. AIIM Study 2009<br />How do you think your organisation’s ECM spending in the following areas will be in 2009 compared to 2008?<br />N=274 &gt;10 emps, non-trade. (“We don’t spend anything on this” responses indicated by shorter bar lengths.)<br />Fabasoft Pressekonferenz<br />DMS EXPO<br />MoReq2 Zertifikat<br />15.09.2009<br />Beitrag Ulrich Kampffmeyer<br />MGB Moreq Governance Board<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2009<br />The Market for Records Mangement<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 111of 141 <br />
  205. 205. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Challenge:        <br />Breaking the Barriers of Traditional Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 112of 141 <br />
  206. 206. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The positive Aspect is, this<br />The Information Flood …<br />
  207. 207. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The positive Aspect is, this<br />The goodnewsis, thiswavehasnot arrivedin <br />recordskeepingcentersandarchivesyet …<br />
  208. 208. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Three big Challenges<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 115of 141 <br />
  209. 209. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The Technology Challenge<br />Most “new” technologies do not care about providing objects suitable to become consistent Records or to be archived properly …<br />Consider:<br /><ul><li>Personalisation & individualisation
  210. 210. Blogs, twitters, instant messages & wikis
  211. 211. Proprietaryformatsformultimediaobjects
  212. 212. Mashups & distributedresources
  213. 213. Non-persistent URLs
  214. 214. etc., etc., etc.</li></ul>Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 116of 141 <br />
  215. 215. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The Technology Challenge<br />We might even have to come up with thediscussion, <br />again, <br />whether we need a definition of something like a “Digital Original” <br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 117of 141 <br />
  216. 216. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The Cultural Challenge<br />New perceptions, how to generate and use information.<br />Consider:<br /><ul><li> Social communities
  217. 217. Digital immigrants versus digital natives
  218. 218. “Always online”
  219. 219. New ways of communication and interaction
  220. 220. Rights management & data protection
  221. 221. etc., etc., etc.</li></ul>Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 118of 141 <br />
  222. 222. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The Cultural Challenge<br />Wemightevenhavetocomeupwithdiscussions,<br />again, <br />abouttheinformationsocietyandsocialimplicationsofwhatwearedoing.<br />And not toforgetthe digital addicts …<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 119of 141 <br />
  223. 223. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The Information Growth Challenge<br />Exponential growth of information and no sufficient “management” of information.<br />Consider:<br /><ul><li> Uncontrolled redundancy
  224. 224. The value of information
  225. 225. The growing dependency on the availability and accuracyof information
  226. 226. etc., etc., etc.</li></ul>Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 120of 141 <br />
  227. 227. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Some Special RecordsManagement Challenges<br />You may want to replace the term <br />“Records Manager”<br />with the term <br />“Archivist” or “Librarian”…<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 121of 141 <br />
  228. 228. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records managers love metadata.<br />They are used to complex data entry forms.<br />2.0 users hate complex data entry forms!<br />They trust automatic categorisation.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 122of 141 <br />
  229. 229. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers areexcellentatstructuredsearch.<br />Theyareusedto Expert Search Forms.<br />2.0 users hate complex search forms!<br />They love “single field search” á la Google, finding everything everywhere.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 123of 141 <br />
  230. 230. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers areawareoftheimportanceofinformationcontext.<br />Theyareusedtospendinghourscreatingorderly<br />structures.<br />2.0 users are lazy!<br />They don‘t care where they store their stuff.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 124of 141 <br />
  231. 231. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers know perfectly to navigate by tree views and folder-sub-folder-volume-hierarchies.<br />It’s all about having fun.<br />2.0 users will loose their temper if the Interfacedoesn’t work like a media library or Youtube.<br />Or they get bored and just stop searching whatthey were looking for.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 125of 141 <br />
  232. 232. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers knowabouttheimportanceofselectionanddisposal.<br />Theyworkuntillate in thenighttokeeptheirrepositories clean.<br />2.0 usersknowthat a 1 TB diskatthegrocerystoreisnowonly 100 €.<br />Theybelievethatthere will alwaysbeenoughspaceforeverything.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 126of 141 <br />
  233. 233. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers arespecialists in determiningthevalueofrecords.<br />Theyworkeagerlytokeepinformationaccessibleandavailablefor all time.<br />2.0 usershavenoideawhat a recordisorwhomightberesponsibleforstoringitsafely.<br />Everybodygetscopiesofeverything, so somebody will takecareof it.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 127of 141 <br />
  234. 234. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers arefondoftheirfileplans, thesauri, taxonomies, ontologiesandclassificationschemes.<br />They will movethrough 7+ levelsofhierarchyto find therightspotfor a note.<br />2.0 usersbelieve in folksonomy.<br />If enough users choose the same tag, it can’t be wrong.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 128of 141 <br />
  235. 235. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers arepreparedtolearneveryfunctionoftheir RM solution.<br />With extensive training, anysoftwareinterfacecanbeturnedinto a usabletool.<br />2.0 userslovetheir iPod!<br />Iftheuserinterfaceisn’tsexy andworkslikeFacebook, they will just shuttheapplicationdown.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 129of 141 <br />
  236. 236. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SomeProvocations<br />Records Managers knowtheplaceofeveryobjectbyheart (orbytheirretrievalsystem).<br />Theyare in controlofeverything in the electronic realmand in theworldofpaperdocuments.<br />2.0 users, the Digital Natives, startedlivingin a virtualworld …<br />… andthesystemsarenolongerjailed in theirsiliconcages. with RFID, robotics, cameras, sensorstheyareenteringthe real worldandtakingover.<br />Challenge:<br />BreakingtheBarriersof Traditional <br />Records Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 130of 141 <br />
  237. 237. Outlook:           <br />The Future of Records <br />and Information Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 131of 141 <br />
  238. 238. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />AvailabilityandDependence<br />Our society is utterly dependent on the availability of information systems and the correctness of information:<br /><ul><li>Do we handle electronic records as carefully as we do paper records?
  239. 239. Will future historians call our time “the Dark Age of the Early Information Society?”</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 132of 141 <br />
  240. 240. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />SaaS<br />Software as a Service, ASP (Application Service Providing) and Outsourcing are a major challenge for Records Management:<br /><ul><li>Will there be control of storage locations?
  241. 241. Will there be reliable information on provider trustworthiness?
  242. 242. Will the inherent insecurity of data links and the Internet be compensated by high cost-effectiveness?</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 133of 141 <br />
  243. 243. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />EIM<br />Enterprise information management is crumbling the barriers between structured and unstructured information:<br /><ul><li> A record is merely a definition of an information object based on legal character, business value and content.
  244. 244. Will there be a need for specialised Records Management solutions?</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 134of 141 <br />
  245. 245. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Social Software<br />Social software and Web 2.0 technologies create new information channels and dynamic, “soft” formats that are not suitable for digital preservation:<br /><ul><li>How to derive records from wikis, blogs, tweets, etc.?
  246. 246. How to determine value of information to create a record?
  247. 247. Who is supposed to do this in the era of Information Overflow?</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 135of 141 <br />
  248. 248. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Automatisation<br />Automatic classification and categorisation are the only way to get control of the flood of information:<br /><ul><li>Will the Records Manager exist as a job description in the future?
  249. 249. How good do automatic procedures need to get before it becomes obvious that they are much better than error- prone manual procedures?
  250. 250. Will structured Records Management survive in the Age of Google?</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 136of 141 <br />
  251. 251. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />E 2.0<br />Web 2.0 technologies are changing the way companies use information:<br /><ul><li>Will Records Management become just another function of standard software?
  252. 252. Can enterprise search eventually replace structured repositories?
  253. 253. Will information objects “know” by themselves where they belong and what they are used for?
  254. 254. Will compliance become the only reason for the survival of Records Management?</li></ul>Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 137of 141 <br />
  255. 255. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Paradigms<br />We will need a paradigmchangein Records Management toadopttotechnicalandculturalchange!<br />Orwe will see a paradigmshiftto a place, wherewe do not wanttobe!<br />Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 138of 141 <br />
  256. 256. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The choice is yours!<br />Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 139of 141 <br />
  257. 257. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />The choice is yours!<br />Outlook:<br />The Future of Information <br />Management<br />Dr. Ulrich Kampffmeyer | DLM Network EEIG | Innova.doc 2009 | Barcelona | 06.10.2009 | Slide 140of 141 <br />
  258. 258. DLM Forum<br />RM<br />Dr. Ulrich Kampffmeyer<br />PROJECT CONSULT<br />Unternehmensberatung<br />Dr. Ulrich Kampffmeyer GmbH<br />Breitenfelder Straße 17<br />20251 Hamburg<br />www.project-consult.com<br />© PROJECT CONSULT 2008<br />Thank you very much for your attention!<br />Dr. Ulrich KampffmeyerE-Mail: Ulrich.Kampffmeyer@PROJECT-CONSULT.comSlides, Newsletter, more Information ...http://www.PROJECT-CONSULT.comhttp://www.MoReq2.de<br />

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