Complete List of Papers Available for Downloading
There are a number of white papers providing further background information on many subjects. To access the latest additions or for a complete list use the menu tabs above. To download a document simply click on the name and complete the form.- DLM Forum - Revising MoReq: A Report on the Scoping of MoReq2 (107.5 KB)
- Richard Blake's (The National Archives of the UK) presentation
on behalf of the DLM Forum regarding the development of MoReq2
Downloads(5035) - Why Create an Information Asset Register (25.6 KB)
- An information asset register is a complete and current database of what is held to support business procedures and activities. This is especially useful for identifying the structured information that is held in computer systems.
You may find the following document useful. It describes why it is important but also provides you with an example of the information you should record and maintain for each of your information assets.
This document was created by The Local e-Government Standards Body using material from the Records Management society
Downloads(1307) - Creating a Classification Scheme and Fileplan (57.2 KB)
- Classifying information is an essential first step to managing it. Classification puts information in context, supports browsing, allows retention policies to be applied and can improve security. Extended into a fileplan, it can provide a structure to support an organisations storage needs. Creating a fileplan can appear to be an enormous task. This paper looks at how to go about creating a classification scheme and fileplan and the issues involved.
Downloads(274) - Developing an Information Management Strategy (55.4 KB)
- All too often organisations have a fragmented approach to Information Management, data is duplicated in many places and users are expected to enter the same information many times. Developing an Information Management Strategy is the foundation stone that should be in place before considering cost justifying or implementing EDRMS. This paper looks at the reasons why IMS is so important and how to go about developing one.
Note this has been revised on 11 May 2006
Downloads(209) - Developing a Business Case for Electronic Document & Records Management (111.1 KB)
- No project will be funded unless a compelling business case can be produced. Many public sector organisations struggle to articulate the business need and financial justification for EDRMS. Spending time and resources just to comply with FOI is not enough. This paper looks at the approaches that have been found to be successful in convincing senior management of the business benefits of the project.
Downloads(202) - Guidelines on Implementing a EDRM system (46.3 KB)
- This paper sets our guidelines on the essential phases and steps in implementing a corporate EDRMS systems. The session covers both management and technical aspects of the project. The session includes guidance on User engagement programmes, pre-implementation key tasks, project implementations steps, customer - supplier interface and acceptance testing.
Downloads(149) - Guidelines for Developing Corporate File Plans (96.2 KB)
- This paper provides a guide to developing a Corporate File Plan
Downloads(138) - The MoReq Specification (ZIP Format) (244 KB)
- This specification describes Model Requirements for the Management of Electronic Record (MoReq). It focuses mainly on the functional requirements for the management of electronic records by an Electronic Records Management System (ERMS).
This specification is written to be equally applicable to public and private sector organisations which wish to introduce ERMS, or which wish to assess the ERMS capability they currently have in place.
While the specification focuses on functional requirements, it recognises that non-functional attributes are central to the success of an ERMS, as with any information system. However, these non-functional attributes vary enormously between environments. Accordingly, they are identified but described only in outline.
Downloads(106) - Information Audit Questionnaire (14.8 KB)
- Sample questionnaire for performing an Information Audit
This example of interview sheets may help record high level information:
This document has been provided by the Records Management Society.
Downloads(101) - E-mail Management (33.6 KB)
- The volume of e-mail continues to increase, as do the threats from poor management of e-mail. Legal liability, confidentiality breaches, damage to reputation and lost productivity can all result. An increasing range of solutions are being provided to solve the issues of e-mail management. This paper looks at strategies for taking control of e-mail, from organisation culture and personal behaviour to classification of information and technical solutions.
Downloads(95) - How to perform an information audit (35.3 KB)
- This analysis is also good for finding out what is actually used and needed. It can help identify both gaps and redundant information.
You may find the following resources useful:
This information audit guidelines have been developed by the Records management Society Local Government Group
Downloads(94) - The TNA Fileplan Guide (484 KB)
- Advice and guidance of developing a Business Clasification Scheme
Downloads(80) - The MoReq Specification (PDF Format) (1155.3 KB)
- This specification describes Model Requirements for the Management of Electronic Record (MoReq). It focuses mainly on the functional requirements for the management of electronic records by an Electronic Records Management System (ERMS).
This specification is written to be equally applicable to public and private sector organisations which wish to introduce ERMS, or which wish to assess the ERMS capability they currently have in place.
While the specification focuses on functional requirements, it recognises that non-functional attributes are central to the success of an ERMS, as with any information system. However, these non-functional attributes vary enormously between environments. Accordingly, they are identified but described only in outline.
Downloads(69) - Introducing Records Management into an Advanced Document Management Programme (247.3 KB)
- This paper examines the implications of:
Applying the principles of electronic records management to a policy making environment, is a well-trodden route for which a number of case studies exist within central government.
Extending those principles to embrace Freedom of Information is a pioneering step: no-one has yet done it, no-one yet knows what to expect in the way of FOI requests, or whether the pattern of requests under the Data Protection Act will also change.
Downloads(69) - Guidelines on developing a policy for managing email (568.5 KB)
- This guidance provides advice on aspects and areas that should be considered when developing an organisational policy for managing email. The guidance addresses how email can be used as a business tool for internal and external communication and how these types of email communications should be managed as records. Although there is some advice about where email records should be managed the guidance does not provide detailed technical advice on the management of email records.
Downloads(64)
