[EN] Records Management & MoReq2 | innova.doc 2009 | Barcelona | Ulrich Kampffmeyer
Upcoming SlideShare
Loading in...5
×
 

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

on

  • 6,322 views

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



Original file:

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

Statistics

Views

Total Views
6,322
Views on SlideShare
5,998
Embed Views
324

Actions

Likes
10
Downloads
247
Comments
1

12 Embeds 324

http://www.documentalistas.com 101
http://records-management.project-consult.de 80
http://vhicblogs.wordpress.com 79
http://moreq.niniel.org 39
http://www.slideshare.net 12
http://web.archive.org 4
http://localhost 2
http://moreq.pc.qumram-demo.ch 2
https://0-wave-opensocial.googleusercontent.com 2
http://legan.dyndns.info 1
http://cccti.blackboard.com 1
http://q5cgjagla895uasnsntipfsk9i8bu69k.ig.ig.gmodules.com 1
More...

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

CC Attribution-NonCommercial-NoDerivs LicenseCC Attribution-NonCommercial-NoDerivs LicenseCC Attribution-NonCommercial-NoDerivs License

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
  • 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
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

[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