Tuesday, October 28, 2008

ARMA International Show

Well ARMA 2008 has come to a close.  It was held in Las Vegas this year and being that it was my first trip to the city of sin, I must say that it will probably be my last.  Since this isn't a travel site, I won't bore you with my trip.  

Here's a recap of what I saw at the ARMA 2008 show

Vendors
The same group of vendors were present this year, some with a new name like Tower is now HP.  Some have solidified their relationships like MDY who was aquired several years ago by CA. In general the booth presence was smaller this year, gone were the massive booths that vendors would bring in and instead smaller, leaner, more intimate settings were established.  

Education
As always, the lineup of educational seminars was top notch at th ARMA Show.  I'm not saying that because I was a presentor at the show, but because ARMA pours a tremendous amout of time and energy into making the seminars great.  Some notable seminars include:


and the Though Leadership Session RIM: The Next Three Years

This session was facilitated by:
  • April Dmytrenko, CRM, FAI 
  • Wendy Shade, FAI 
  • Deb Gearhart, CRM, FAI 
  • Julie Gable, CDIA,CRM,FAI 
  • Jim Coulson, CRM, FAI 
  • Christine Ardern, CRM, FAI 
  • Tad Howington, CRM, CA, FAI

I'm hoping that ARMA will be able to post a summary of this session.  I was not able to attend this session :( but from all reports it was probably the best session at the show.  

Overall the show was fantastic.  The team that puts together this event does a better job year after year.  


Friday, October 17, 2008

The ISO Standards that affect ECM

Later this month I will be presenting at the ARMA 2008 show in Las Vegas.  The Topic of my presentation will be How the ISO Standards Affect your ECM Implementation.  

The learning objectives of the presentation are as follows:

–Discuss with corporate management how their RM program interconnects with ECM and substantiate their analysis

–Analyze their existing environment and determine where additional information needs to be gathered or where processes need to be improved for their RM/ECM projects

 

The presentation will cover the following ISO Standards:

·         ISO 23081

o    Information and Documentation -- Records management processes -- Metadata for records

·         ISO 15489

o   The Standard for Records Management

·         ISO 15836

o    The Dublin Core metadata element set that deals with cross-domain information resource description

·         ISO 19005-1

o   For long-term preservation of electronic documents

·         ISO 14721

o   The OAIS (Open Archival Information System) standard, which presents models describing digital preservation features and functions

·         ISO/TR 18492:2005

o   Provides practical methodological guidance for the long-term preservation and retrieval of authentic electronic document-based information

·         IEC 82045

o   Technical standard for Document management, industry-specific versions

·         ISO 9001

o   ISO 9000 requires that records be kept of critical operations. Record keeping is the fourth tier of required documentation in ISO 9000, following the Quality Policy Manual, Procedures, and Work Instructions

 You can see my full presenation here

Tuesday, October 14, 2008

ECM vs EDRM

The industry is full of acronyms:
  • KM
  • DM 
  • EDRM
  • EDM
  • RM
  • ECM

What I find lately is that people use these names to the exclusion of each other.  The fact is that each of these terms are not to the exclusion and are more inclusive than we think.  Let's take a look at some of these

ECM - Electronic Content Management, the catch all phrase for each of acronyms above.  The name is as it implies, that it covers all Electronic Content.   So what is content. Content is considered the individual elements that are stored in the ECM system.  The content can be 
  • A document (i.e. word, spreadsheet, presentation, etc)
  • A record 
  • A physical object (i.e. a box)
  • A web page / part
  • A workflow
  • An email message

KM / DM - These are the terms that started a while back and refer to the basic document managment controls (versioning, audits, etc) and the ability to search the contents for information.  

EDRM - This is a term that I see pop up in a few cases, mostly where organizations don't want all the bells and whistles of a larger ECM package.  The EDRM, Electronic Document and Records Management are generally packages that only offer Document Management and Records Management functionality as the name implies. 

EDM - This term is not frequenly used, it refers to the Electronic Document Management packages that exist on the market.  This is basic content management functionality, which allows for the check-in/out, version control and auditing of information. 

RM or ERM - This term is used for those packages that are pure Records Managment functions. There are only a couple of vendors on the market that have pure RM functionality (Trim and MDY) and generally cover the physical object management vs the electronic content management.