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

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

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Records Management & MoReq2 ...

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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  • Records Management & MoReq2 - my presentation at the innova.doc conference in Barcelona, Spain, 6.10.2009. The original file is available here: http://www.PROJECT-CONSULT.net/files/20091006_InnovaDoc_Barcelona_Kff_Show.ppsx. The event webpage: http://www.innovadoc.cat/eng/index.html
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    [EN] Records Management & MoReq2 | innova.doc 2009 | Barcelona | Ulrich Kampffmeyer [EN] Records Management & MoReq2 | innova.doc 2009 | Barcelona | Ulrich Kampffmeyer Presentation Transcript

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