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Structured Approach To Implementing Information And Records Management (Idrm) Systems

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Alan McSweeney
Alan McSweeney

Provide an overview of a structured approach to analysis, design and specification of Information, Document and Records Management (IDRM) systems Provide introduction to generic reference models for IDRM that can assist in solution definition Structured IDRM methodology yields benefits in ensuring appropriate analysis, design and specification is performed ensuring requirements are captured and any solution complies with them: Consistency Speed Drives Delivery Ensures Acceptance Increases Productivity Increases User Confidence Speed Accuracy Provides Audit Trail Maximises Cost Savings Risk Management and Reduction Provides for Change Management Provides for Formal Project Closure Standards and reference models (OAIS) provide a mechanism for designing solutions and comparing products from vendors

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Structured Approach to Implementing Information and Records Management (IDRM) Systems Alan McSweeney
Objectives ,[object Object],[object Object]
Information, Document and Records Management (IDRM) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Information, Document and Records Management (IDRM) ,[object Object],[object Object],[object Object]
IDRM Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object]
General Approach to IDRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
General Information Management Lifecycle ,[object Object],[object Object],Create, Acquire, Update, Capture Store, Manage, Replicate and Distribute Protect and Recover Archive and Recall Delete/Remove
IDRM Structured Analysis and Design Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
General IDRM Analysis and Design Methodology
General IDRM Analysis and Design Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
General IDRM Analysis and Design Methodology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IDRM Analysis Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object]
IDRM Analysis Outcomes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IDRM System and Process Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IDRM Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 1 - Project Initiation and Initial Analysis and Investigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2 - Analyse Information-Related Business Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3 - Define Information and Records Management Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4 - Analyse Existing Information and Records Management Systems ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 5 - Define Information and Records Management Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 6 - Design Information and Records Management System and Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 7 - Select/Build and Implement Information and Records Management System ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 8 - Validate System and Process Operation After Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of Structured Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Open Archival Information System (OAIS) Reference Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reference Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Open Archival Information System (OAIS) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Reference Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Purpose, Scope, and Applicability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Functional Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Reference Model – High Level ,[object Object],[object Object],[object Object],OAIS (IDRM) Management Producer Consumer
OAIS Reference Model – Medium Level ,[object Object],[object Object],[object Object],Administration Ingest Archival Storage Access Data Management Descriptive Information PRODUCER CONSUMER MANAGEMENT Queries Result Sets Descriptive Information Preservation Planning Orders SIP SIP SIP DIP DIP AIP AIP
OAIS Reference Model – Detail
OAIS Reference Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Responsibilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Information Definition ,[object Object],[object Object],[object Object]
OAIS Archival Information Package ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Archival Information Package (AIP) ,[object Object],[object Object],[object Object],[object Object],Archival Information Package (AIP) Content Information Preservation Description Information (PDI) Packaging Information Package Descriptor Further described by Delimited by Derived from How to find Content information and PDI on some medium Information supporting user searches for AIP
Information Package ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OAIS Preservation Description Information (PDI) Preservation Description Information Reference Information Provenance Information Context Information Fixity Information
OAIS Reference Model in Wider Context ,[object Object],Business Process Services Network Infrastructure Data Models Behavior Models Application Interface Data Encoding Framework Reference Model Design Workflow Operations Messages Transport Data } OAIS
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
More Information ,[object Object],[object Object]

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Structured Approach To Implementing Information And Records Management (Idrm) Systems

  • 1. Structured Approach to Implementing Information and Records Management (IDRM) Systems Alan McSweeney
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  • 40. OAIS Preservation Description Information (PDI) Preservation Description Information Reference Information Provenance Information Context Information Fixity Information
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