aes et ae

1
??a?e???s? ??e?t??????? a??e???

• ???a ?p???t???? - ???st?? ?apa?e?d????
• boudouri,papatheodor_at_ionio.gr
• ???ast???? ??f?a??? ??ß???????? ?a? ??e?t???????
  ??µ?s?e?s??
• ?µ?µa ???e????µ?a? ??ß?????????µ?a?
• ????? ?a?ep?st?µ??
• ??????? 2007

2
?e??e??µe?a

• ??ß?????af???? p????
• ?as???? ?????e? a??e??? (archives / records)
• ??a?e???s? ???e??? (records management)
• ???t?p? IS? 15489
• S?st?µata d?a?e???s?? a??e???
• ??e?t?????? ???e?a (e-records)
• S?st?µata ??e?t??????? a??e??? (ERMS)
• ?? p??t?p? Moreq
• ?etaded?µ??a ??ße???t???? ?????f???a?

3
??ß?????af?a

• ????? ap? t? ?p??? a?t?????a? p????f???e? ??a t??
  pa???s?as?
• Managing records a handbook of principles and
  practices / Elizabeth Shepherd and Geoffrey Yeo.
  Facet Publishing.
• Recordkeeping metadata standard for commonwealth
  agencies / National Archives of Australia, May
  1999.
• ISO 15489-12001 / ISO 2001
• ??a?e???s? ??e?t??????? a??e??? / ?aµ????
  ??e???d?a ?a? ?a?a?????? ??t???a
• ?e??t? s?st?µat?? d?a?e???s?? a??e??? ?at? ISO
  15489-1/2001 Records Management ?fa?µ??? se
  µ?a t??pe?a / ????? Sta??????, ?t???a?? e??as?a

4
??ß?????af?a

• S?st?µa d?a?e???s?? ??e?t??????? a??e???
  pa???s?as? ?a? s?????t??? a???????s? t????
  µ??t???? µetaded?µ???? / ????? Sta??????, 14?
  S???d??? ??ad?µa???? ??ß????????
• ???t?pa ??d???p???s?? d?????t???? e????f?? /
  Ge????a ?????p??d?? http//www.ionio.gr/papatheo
  dor/lessons/psi-metadata.ppt
• Information Society and Media DG, Unit E4 -
  Digital Libraries and Public Sector Information.
  http//ec.europa.eu/information_society/policy/ps
  i/what_is_psi/index_en.htm
• European Commission, Directorate General for the
  Information Society Unit Information market (E4).
  Exploiting the potential of Europe's Public
  Sector Information. May 2004.

5
?as???? ?????e? ??a ta a??e?a

• ???sµ??
• ???e???et?µ??? p????f???a a?e???t?t? ap? t?p? ?
  ?????. ?p?te?e?ta? ap? te?µ???a p??
  d?µ?????????a? ? pa?a??f???a? ap? ??a p??s?p? ?
  ??a? ???a??sµ? st? p?a?s?? t?? d?ast????t?t?? t??
  ?a? d?at?????ta? ap? a?t? t? p??s?p? ? t??
  ???a??sµ?.

6
?as???? ?????e? ??a ta a??e?a

• ??a????sµ?? a??e??? (archive) a??e??? (record)
• Archives a?e?e??? a??e?a. ??????, ta a??e?a
  d?at?????ta? ??a t?? st????? d??a??µ?t??,
  ?p???e?se??, ?a??? ?a? µeµ???µ???? at?µ??. ?e t??
  e?????? t?? a??e????µ???? epa????µat??, ??
  Archives ?e??????a? ta pa?a??te?a records, ta
  ?p??a d?at?????ta? ??a ?st??????? ?a?
  e?e???t????? s??p???.
• Records e?e??? ? /?a? ?µ?-e?e??? a??e?a. ???e??
  e??a? ? p????f???a p?? ??e? d?µ???????e?, ??f?e?
  ?a? d?at????e? ?? ap?de??t??? st???e?? ?a?
  p????f???a ap? ??a? ???a??sµ? ? ??a p??s?p?, ?at?
  t? d????e?a ??µ???? ?p???e?se?? ? epa??e?µat????
  s??d?a??a???.

7
?as???? ?????e? ??a ta a??e?a

• ?e?µ???? ? ????af? (Document) ?ata?e??aµµ???
  p????f???a µe a?t???µ? ?????
• ??a ??e?t?????? a??e?? e??a? ??a a??e?? p??
  ap?te?e?ta? ap? ??a ? pe??ss?te?a ??e?t??????
  te?µ???a ??e?t?????? ta??d??µe??, ????st???
  f???a, ?????µe?e? ? µ? e????e?, a???st??? ?????
  ?a? ?????? t?p??? ??f?a??? a?t??e?µ????.
• ??d? ??e?t??????? a??e??? ????afa, eMails,
  ?st?t?p??, ß?se?? ded?µ????

8
???s?µ?t?ta a??e???

• ??ad??as?a ????? ap?f?se??
• ???sßas? se p??????µe?? e??as?a -gt ?????? ?a?
  ???µa
• ?p?de??t??? st???e?a
• ?p?de??? ?pe?????t?ta?
• ??e???t????? s??p??? ?t?
• ??af??e?a ?a? p??stas?a d??a??µ?t??
• ??at???s? µ??µ??

9
??a?e???s? ???e???
10
??a?e???s? a??e??? ???sµ??

• ??a?e???s? a??e??? e??a? t? ep?st?µ????? ped??
  t? ?p??? af??? st?? ap?te?esµat??? ?a?
  s?st?µat??? ??e??? ??a t? d?µ??????a, ap?de???,
  d?at???s?, ???s? ?a? d???es? t?? a??e???.
• ??a?e???s? a??e???, a?e?a?t?t?? ?????a?, ??a t??
  ?????? t?? a?a???? d?µ?s??? ? ?d??t????
  ???a??sµ??, e???te??? ?????????? s?????? ?a? t??
  e?e???t???? ?????t?ta?.
• S?µµet??? st??? ???a??t????? ?a? ?p??es?a????
  st?????
• ????? t?? e??as?a? ???? t?? ?pa?????? e???
  ???a??sµ??

11
??a?e???s? a??e??? ??at?

• ???? ?? ???a??sµ?? ????? t?? a????? t??
  d?a?e???s?? t?? p????f???a? p?? pa?????? ?a? t??
  ap?de??t???? t?? a??a?
• Se d?af??et??? pe??pt?s?
• ?a a??e?a ?????ta?
• ?e? a???p?????ta? ??a t? s??p? p?? d?µ?????????a?
• ?atast??f??ta? a??e?a p?? ????? a??a ?a?
  d?at?????ta? a??e?a p?? de? ?????
• ? ???a??sµ?? de ?a µp??e? ?a p??stat??e? ta
  d??a??µat? t?? ?a? t??? p????? t??

12
??a?e???s? a??e??? ??at?

• ? p???t??? d?a?e???s? t?? a??e??? ep?t??pe? st?
  d?µ?s?? t?µ?a t?? ap?te?esµat??? d?a??ß????s? ?a?
  t?? ap?de??? ?a? d???s? ?pe?????t?ta?
• ??a?e???s? ???s??
• Ste?? s??s? µe d?a?e???s? a??e???
• ? d?a?e???s? ???s?? -gt d?a?e???s? t?? p?e?µat????
  ?efa?a??? t?? ???a??sµ??
• ????? t?? p?e?µat???? ?efa?a???
• ?e????? ?????? e??as?e? (p.?. d?µ??????a ?a?
  ta????µ?s? pe??e??µ????, ap?d?s? µetaded?µ????
  ?t?)

13
????? ??a?e???s?? ???e???

• ??a ta e?d? a??e??? p??pe? ?a e??a? e????a
  p??sß?s?µa ??a t?? ???a??? d?e?pe?a??s? t??
  ep??e???µat???? d?e??as???
• ??p??a ap? ta a??e?a p??pe? ?a d?at???????
  µa????????a, ?? ap?de??? ap?f?se?? ?a? s??a??a???
• ??p??a ap? ta a??e?a p??pe? ?a ?atast?af??? ??a
  t?? ap?te?esµat??? ?a? ??????µ??? d?a?e???s? t??
  ????? ap????e?s?? ?a? ??a t?? ap?f??? t??
  ?pe?p????f???s??

14
S?st?µata ??a?e???s?? ???e??? (Records Management
Systems)

• ???sµ??
• ???p???µ??? s????? p????, e??????, d?ad??as???
  ?a? e??p??sµ?? s?ed?asµ??? ??a ?a d?at???se? ?a?
  ?a pa???e? p??sßas? sta a??e?a.
• St????
• ?a d?asfa??s??? ?t? ta a??e?a pa?aµ?????
  a???p?sta ?? p??? t?? d?ast????t?te? p?? ta
  pa???a?a?
• ?a p??stat????? ta a??e?a ap? ap??e?a ?
  ?atast??f?
• ?a ?????? p??sß?s?µe? ?a? e????ste? t??
  p????f???e? t?? a??e??? st? pa??? ?a? st? p??asµa
  t?? ??????

15
S?st?µata ??a?e???s?? ???e??? (Records Management
Systems)

• G?a t? d?µ??????a t?? apa?t???ta?
• F?s??? ?p?d?µ? (p.?. ???p??sµ?? ap????e?s??)
• ?????p??? d??aµ??? (p.?. S?ed?asµ?? ?a? ???s?
  s?st?µat??)
• Te???t??? ß?s? (p.?. ????t??? e??? ???a??sµ??)
• ?????? ???a??sµ?? ?e????? ???a??sµ??
  d?af??et???? a????e? se s??s? µe t? s?st?µa

16
S?st?µata ??a?e???s?? ???e??? (Records Management
Systems)
??ast????t?te?
pa??????
??????? t? d?µ?
?p?st???????
ap?de???????
???a?????ta? se
???e?a
S?st?µata ??a?e???s?? ???e???
???s?µ?p?????ta? ??a ?a d?a?e???st???
17
???t?p? ISO 15489-1 2001

• Information and documentation Records
  management
• Part 1 General. ?d???e? ??a t? d?a?e???s? t??
  a??e??? d?µ?s??? ? ?d??t???? ???a??sµ?? ??a t??
  ?????? t?? a?a???? es?te????? ?a? e??te?????
  ???st??
• Part 2 Guidelines. ???p???s? t?? ?d????? t??
  Part 1 ??a ???s? ap? epa??e?µat?e? t?? ????? ?a?
  s?et????? ???ste?
• ??µ?????????e ap? Technical Committee ISO/TC 46,
  Information and documentation, Subcommittee SC
  11, Archives/records management

18
???t?p? ISO 15489-1 2001

• St????
• ?a e?asfa??se? t?? d???sa p??s??? ?a? p??stas?a
  t?? a??e???
• ?a ???e? ap?d?t??? a?a?t?s?µ? t?? ap?de??t???
  a??a ?a? t?? p????f???e? p?? pe??????? ta a??e?a,
  ???s?µ?p????ta? d?e??e?? p?a?t???? ?a?
  d?ad??as?e?
• ??s? ??a t?? a??pt??? t?? AS 4390 Records
  Management
• ???? ??a ta records (?????sa?????? ?p???
  d?a????sµ?? a??e??? ?st?????? ?a? a??e???
  (records))
• Ge????? apa?t?se?? ??a t? d?a?e???s? t?? a??e???
  ?a? t?? s?et???? s?st?µ?t??

19
ISO 15489-12001. Part 1 General

• S??p??
• ?a????st???? pa?ap?µp??
• ???? ?a? ???sµ??
• ???sd???µe?a ?f??? efa?µ???? t?? s?st?µat??
  d?a?e???s?? a??e???
• ??µ??et???-???µ?st??? pe??ß?????
• ????t??? ?a? ?pe?????t?te?
• ?pa?t?se?? d?a?e???s?? a??e???
• S?ed?asµ?? ?a? efa?µ??? s?st?µat?? d?a?e???s??
  a??e???
• ??e??as?e? ?a? ??e???? st? d?a?e???s? t?? a??e???
• ?a?a???????s? ?a? ??e????
• ??pa?de?s?

20
ISO 15489-12001. Part 1 General

• S??p?? s??p?? t?? p??t?p?? ?a? ???sµ?? ??????
  st? ?p??? ape????eta?
• ?a????st???? pa?ap?µp?? ß?ß?????af????
  pa?ap?µp?? se p??t?pa s?et??? µe t? ISO 15489-1
  2001
• ???? ?a? ???sµ?? d??eta? ? epe????s? ???? ?a?
  ???sµ?? p?? ???s?µ?p?????ta? st? p??t?p?.

21
ISO 15489-12001. Part 1 General

• ???sd???µe?a ?f??? efa?µ???? t?? s?st?µat??
  d?a?e???s?? a??e??? a?a??e? t? pe???aµß??e? ?
  d?a?e???s? t?? a??e??? se ??a? ???a??sµ? ?a? p??a
  ?f??? pa???e? st?? ???a??sµ?
• ??µ??et???-???µ?st??? pe??ß????? ???e f???a?
  p??pe? ?a ??????e? ?a? ?a ????e? t? ??µ??et???
  ?a? ???µ?st??? pe??ß????? µ?sa st? ?p???
  d?a?e??????ta? ta a??e?a
• ??µ??? (ast???? ??d??a?, eµp?????? ??µ?? ?t?)
• ??d??e? ?????? ?a? de??t?????a?
• ?pa?t?se?? t?? ?????????? s??????, ?t?

22
ISO 15489-12001. Part 1 General

• ????t??? ?a? ?pe?????t?te? ???e f???a? p??pe? ?a
  ????e?, ?a te?µ?????e?, ?a d?at??e? ?a? ?a ??te?
  se ?s?? s???e???µ??e? p???t????, d?ad??as?e? ?a?
  p?a?t???? ??a t? d?a?e???s? t?? a??e???. St????
• ??asf???s? ap?de??t???? a??a? t?? a??e???
• ?p?st????? t?? d?ast????t?t?? t?? f???a
• ???p???s? p???t???? se ??a ta ep?peda t?? f???a
• S?µµ??f?s? p??s?p???? µe t?? p???t???
• ???sµ?? ?pe?????? ??a t?? ep?pte?a t??
  d?a?e???s?? t?? a??e???
• ???sµ?? e?????? se s??s? µe t? d?a?e???s?
• ??a?e???st?? a??e??? ?pe?????? ??a ??e? t??
  p?e???? t?? d?a?e???s?? t?? a??e??? (s?ed?asµ??,
  ???p???s?, d?at???s? ?a? pa?a???????s?)
• ??????t???? ?p??????? ?p?st????? t?? p???t????
• ??a?e???st?? s?st?µat?? ?pe?????? ??a t? ?t? ??
  p????f???e? t?? a??e??? e??a? a???ße??,
  d?a??s?µe? ?a? e?a?????ste? st??? ???ste? ?p?te
  t?? ??e?ast???
• ???s?p??? ??? t? p??s?p??? e??a? ?pe????? ??a
  t?? t???s? a???ß?? ?a? ????????µ???? a??e??? t??
  d?ast????t?t?? t???

23
ISO 15489-12001. Part 1 General

• ?pa?t?se?? d?a?e???s?? a??e???
• ???sµ?? ??a t? p??a a??e?a p??pe? ?a
  d?µ????????ta?
• ?p?fas? s?et??? µe t? p????aµµa d?a?e???s??
  a??e??? ??a
• ???f? ?a? d?µ? ?a? te???????e? p?? ?a
  a???p???????
• ?etaded?µ??a
• ?pa?t?se?? a???t?s??
• ??at???s? t?? a??e??? st? f???a
• ??????s? ?ste ?a ?p?st??????? t? ???s? ?t?
• ?a?a?t???st??? t?? a??e???
• ???e?t???t?ta
• ????p?st?a
• ??e?a??t?ta
• ???st???t?ta

24
ISO 15489-12001. Part 1 General

• S?ed?asµ?? ?a? efa?µ??? s?st?µat?? d?a?e???s??
  a??e???
• ??????ta? p??te ß?µata se a?t? t? st?d??
• St?at?????? ???p???s??
• ?a?a?t???st??? s?st?µat?? d?a?e???s?? a??e???
• ????p?st?a, a?e?a??t?ta, s?µµ??f?s? µe t??
  e??st?te d?ast????t?te? ?t?
• S?ed?asµ?? ?a? ???p???s?
• ?e?µ????s? s??a??a??? ?a? d?ast????t?t??
• ??sa ap????e?s?? ?a? p??stas?a?
• ?ata?eµ?µ??? d?a?e???s?
• ?etat??p? ?a? µetaf??? (migration)
• ?e??d?????a s?ed?asµ?? ?a? ???p???s??
• ??a??p? s?st?µat?? d?a?e???s?? a??e???
• ??e??as?e? ?a? ??e???? st? d?a?e???s? t??
  a??e???
• ???sµ?? a??e??? p?? ?a ?ata???????? ?a? p?s? ?a
  d?at???????
• ?a????µ?s?
• ???sßas?

25
ISO 15489-12001. Part 1 General

• ?a?a???????s? ?a? ??e????
• S????? ??e???? ??a t? d?asf???s? t?? ?e?t???????
  ?a? t?? d?ad??as??? t?? d?a?e???s?? t?? a??e???
• ??pa?de?s?
• ?pa?a?t?t? ? e?pa?de?s? t?? p??s?p???? ??a ??a?
  ???a??sµ? p?? ???p??e? t? ISO 15489-1

26
ISO 15489-12001. Part 2 Guidelines

• ?pe????eta? se d?a?e???st?? a??e???
• ?e??d?????a ??a t?? efa?µ??? t?? p??t?p??
• ??µata ??a t?? a??pt??? ?a? t?? ???p???s? e???
  S??
• ??e?a???? p???ata?t???? ??e??a?
• ?????s? ep??e???µat???? d?ast????t?ta?
• ??a?????s? apa?t?se?? t?? a??e???
• ????????s? ?pa????t?? s?st?µ?t??
• ???sµ?? st?at?????? ??a t?? ??a??p???s? t??
  a??e?a??? apa?t?se??
• S?ed?asµ?? s?st?µat?? d?a?e???s?? a??e???
• ?fa?µ??? s?st?µat?? d?a?e???s?? a??e???
• ??as??p?s? µet? t?? efa?µ???

27
ISO 15489-12001. Part 2 Guidelines

• ??e?a???? p???ata?t???? ??e??a?
• ?a???? st?? ???a??sµ? µ?a? ßas???? ?ata???s?? t??
  d?????t????, ??µ????, ep??e???µat???? ?a?
  ?????????? pe??e??µ???? µ?sa st? ?p??? ?e?t????e?
  µe st??? t?? ta?t?p???s? t?? ßas???? pa?a???t??
  p?? ep??e????? t?? a????? ??a d?µ??????a ?a? t?
  d?at???s? t?? a??e???
• ?d??aµ?e? ?a? d??at? s?µe?a t?? ???a??sµ??
• ??a??a?a f?s? ??a ap?f?se?? p?? af????? t?
  s?st?µa ?a? pa?????te? p?? ?d????? st? d?µ??????a
  t??

28
ISO 15489-12001. Part 2 Guidelines

• ?????s? ep??e???µat???? d?ast????t?ta?
• ?e?µ????s? ep??e???µat???? d?ast????t?t?? t??
  ???a??sµ??
• ???pt??? e??? ?deat?? µ??t???? ??a t? t? ???e? ?
  ???a??sµ?? ?a? p?? ?e?t????e?. ??? s?et??eta? ?
  pa?a???? t?? a??e??? µe t?? ep??e???µat????
  d?ast????t?te? t?? ???a??sµ??
• ???p??ete? t?? ???sµ? ?a? t?? ???p???s?
  ?at??????? st?at?????? µetaded?µ????
• S???es? s??µat?? ta????µ?s?? ep??e???µat????
  d?ast????t?t??

29
ISO 15489-12001. Part 2 Guidelines

• ??a?????s? apa?t?se?? t?? a??e???
• ???sµ?? t?? p??a a??e?a ?a p??pe? ?a
  d?µ????????ta?, sta p?a?s?a p???? s?et????
  s??a??a??? ?a? µe p??a d?µ?
• ?? apa?t?se?? p????pt??? ap? t?? a????s? t??
  ??µ??et???? - ???µ?st???? pe??ß?????t??
• ?????s? p??a??? ???d???? se pe??pt?s? µ?
  d?µ??????a? ?a? t???s?? t?? a??e???
• S??ta?? ?e?µ???? p?? ?a ?a?????e? t?? apa?t?se??
  t?? ???a??sµ?? ??a d?µ??????a, ???? ?a? d?at???s?
  a??e???

30
ISO 15489-12001. Part 2 Guidelines

• ????????s? ?pa????t?? s?st?µ?t??
• ????????s? s?et???? s?st?µ?t??
• ?at?????? t?? ?pa????t?? s?st?µ?t??
• S?et??? a?af??? p?? ?a te?µ?????e? t? ßa?µ?
  s?µf??a µe t?? ?p??? ta s?st?µata a?t?
  ape??????ta? st?? a????e? d?a?e???s?? t??
  ???a??sµ??

31
ISO 15489-12001. Part 2 Guidelines

• ???sµ?? st?at?????? ??a t?? ??a??p???s? t??
  a??e?a??? apa?t?se??
• ?a????sµ?? ?at??????? p???t????, d?ad??as???,
  p??t?p?? ?a? e??a?e??? p?? p??pe? ?a ????et?se?
  ??a? ???a??sµ?? ??a ?a d?µ??????se? ?a? ?a
  d?at???se? ta apa?a?t?ta ??a ???e ep??e???µat???
  t?? d?ast????t?ta a??e?a
• ??sta st?at?????? p?? ??a??p????? t?? apa?t?se??
  t?? ???a??sµ?? se s??s? µe t? d?a?e???s? t??
  a??e???

32
ISO 15489-12001. Part 2 Guidelines

• S?ed?asµ?? s?st?µat?? d?a?e???s?? a??e???
• ?etat??p? st?at??????, p?? ep???????a? st?
  p??????µe?? ß?µa, se ??a p???? ??a t? s?ed?asµ?
  e??? S??
• ?? S?? ?a ?a??pte? t?? apa?t?se?? p?? ???st??a?
  ?a? te?µ???????a? st? st?d?? t?? a?a?????s? t??
  apa?t?se?? ??a a??e?a ?a? ?e?ape?e? t????
  ad??aµ?e? st? d?a?e???s? t?? a??e??? p??
  e?t?p?st??a? st? ß?µa a???????s? ?pa????t??
  s?st?µ?t??
• S?ed?asµ?? a??a??? sta ?p?????ta s?st?µata,
  d?ad??as?e? ?a? p?a?t????
• ??s?µ?t?s? te?????????? ??se??
• ????p???s? a?t?? t?? a??a??? p??? ?fe??? t??
  a??e?a??? d?a?e???s??

33
ISO 15489-12001. Part 2 Guidelines

• ?fa?µ??? s?st?µat?? d?a?e???s?? a??e???
• ???p???s? t?? st?at?????? p?? ?d????? st??
  ???p???s? t?? ?s?? p??ß??p??? ta p?????ta t??
  ß?µat?? s?ed?asµ?? s?st?µat?? d?a?e???s?? a??e???
• Project plan t? ?p??? ?a pe?????fe? t??
  ep??e?µ??e? st?at??????
• ?e?µ????µ??e? p???t????, d?ad??as?e? ?a? p??t?pa
• ??pa?de?t??? ????? (training material)
• ?e?µ????s? t?? d?ad??as?a? µetaf???? ?a?
  µetat??p?? a??e??? ap? ??a s?st?µa se ??a ????
• ?e?µ????s? p?? apa?te?ta? ??a p?st?p???µ??a
  s?st?µata p???t?ta?
• ??af???? ap?d?s??
• ??af???? p??? t? d?a?e???s? t?? s?st?µat??

34
ISO 15489-12001. Part 2 Guidelines

• ??as??p?s? µet? t?? efa?µ???
• ??t??s? ap?d?t???t?ta? t?? S??, a???????s? t??
  d?ad??as?a? a??pt???? t?? s?st?µat?? ?a? t??
  t???? p??ß??µ?t?? p?? p????pt??? ?a? ? a??pt???
  e??? e?e??t???? µ??a??sµ??.
• ??t? ?a ep?te???e? µe s??e?te??e?? t?? a?µ?d???
  p??s?p????, µe t? ???s? e??t?µat???????, µe t??
  pa?a???????s? t?? s?st?µat??, µe t?? e??tas? t??
  e??e???d??? ?a? t?? ???p?? ?????? p?? p?a?s???e?
  t? S?? ?a? µe t?? e??tas? t?? p???t?ta? t?? ?d???
  t?? a??e???.
• St? t???? ? ???a??sµ?? p??pe? ?a ??e?
• ??apt??e? ?a? efa?µ?se? µ?a µ???d? a???????s??
  t?? a??e?a??? s?st?µat??
• ?e?µ????se? t?? ap?d?t???t?t? t?? ?a? t??
  d?ad??as?a? a??pt???? t??
• ?p?ß???e? µ?a a?af??? st? ??????s?, ?p??
  pa???s?????ta? ta ap?te??sµata t?? s?????? t??
  d?ad??as??? ?a? d?at?p????ta? p??t?se??.

35
S?st?µa ??a?e???s?? ???e??? (S??)

• ?????f???a?? S?st?µa, ??a?? ?a
• S?????e?
• ??at??e?
• ?a???e? p??sßas? se a??e?a se ß???? ??????
• S?stat??? st???e?a
• ?????p??? ???aµ???
• ????t????
• ??ad??as?e?
• ???a?e?a
• ?e???????a
• ??pa?de?s? ?a? S??t???s?

36
?a?a?t???st??? S??

• ??????t?ta
• ?a s?????e? ??a ta a??e?a e?t?? t?? ped???
  d?ast????t?t?? p?? ?a??pte?
• ?a ???a???e? ta a??e?a µe ??a t??p? p?? ?a
  a?t??at?pt???e? t?? ep??e???µat???? d?e??as?e?
  t?? d?µ??????? t?? a??e??? a?t??.
• ?a p??state?e? ta a??e?a ap? t?? µ?
  e???s??d?t?µ??? t??p?p???s? ? ?atast??f?
• ?a pa???e? ??????? p??sßas? se ??a ta s?et???
  a??e?a ?a? s?et???µe?a µetaded?µ??a
• ?a ?e?t????e? ?? ? ????a p??? p????f???s?? ??a
  ??e? e?e??e? t?? p???e?? p?? te?µ???????ta? sta
  a??e?a.

37
?a?a?t???st??? S??

• ??e?a??t?ta
• ?a eµp?d??e? t? µ? e???s??d?t?µ??? p??sßas?,
  ?atast??f? t??p?p???s? ? µeta????s? t?? a??e???
• S?µµ??f?s?
• ?a d?a?e????eta? ta a??e?a s?µf??a µe t??
  apa?t?se?? p?? ??t??? t? ep??e???µat??? ?a?
  ??µ??et???-???µ?st??? pe??ß?????
• ???t?ta
• ?a d?a?e????eta? ??a ta a??e?a p?? ap?te????
  p????? t?? ep??e???µat???? d?ast????t?t?? ??
  ?p??e? d?a?e??????ta? ? te?µ???????ta? ap? t? S??
• S?st?µ???t?ta
• ?a a??e?a p??pe? ?a d?µ????????ta?, d?at?????ta?
  ?a? d?a?e??????ta? ?at? t??p? s?st?µat???

38
??e?t?????? ???e?a
39
??af???? a??e???-??e?t??????? a??e???

• ???e??? f?s???? ?a?a?t???st???? t?? s?µßat????
  a??e???, ta ?p??a pa?????? t? d??at?t?ta ??ta???
  t??? se ??a ?eµat??? ???? ?a? t?? ?ata???s? t??
  pe??e??µ???? t???
• ?pa?a?t?t? ? ?ata??af? µetaded?µ???? ??a t?
  es?te???? (content) ?a? e??te???? (context) d?µ?
  t?? a??e???
• ????t?s? ap? ?p?????st??? e??p??sµ? ?a? ????sµ???
  ??a t?? p??sßas? st? pe??e??µe??/ d?at???s? st?
  d???e???
• ?et?pt?s? s?st?µat?? - ?etat??p? a??e???

40
??af???? a??e???-??e?t??????? a??e???

• ???e??? ta????µ???? d?ad??as?a?, ? ?p??a e??a?
  s?ed?? a?t?µat? sta ??t?pa a??e?a - St????? se
  µ??a?? a?a??t?s?? ??a t?? a???t?s? s?et????
  e????f??
• ??µ??????a sta?e??? ta????µ???? s?st?µ?t?? ap?
  t?? a????? f?s? ?e?t?????a? t?? S.?.?.
• ??a ??e?t?????? a??e?? µp??e? ?a e??a?
  p???ep?ped? p???d??stat?
• ??s????a st?? e?t?p?sµ? t?? s?µe??? ?p??
  te?e???e? ? p????f???a ?a? ?e???? t? a??e??
• ?????? ?pe?????? ??a t? d?µ??????a a??e??? e??a?
  t? p??s?p??? t?? ???e f???a
• ?pa?a?t?t? ? s?st?µat??? s??ep?? p??s????s?
  st?? t?µ?a d?a?e???s?? a??e??? ?a? ? a???p???s?
  e?e?d??e?µ???? ???s??

41
??e?t?????? ??a?e???s? a??e???

• ?e???? ? ???s?µ?t?ta t?? µetaded?µ????
• Online p??sßas?
• ??e?t?????? ??a??ß????s? (s?ed?? apa?a?t?t? ?
  ?????t?s? ?????? s??µat?? µetaded?µ???? ?a? ?s??
  ?a? s?st?µ?t?? µe ????? ?a?a?t???st???, ß??pe UK)
• ERMS Electronic Records Management Systems

42
?? p??pe? ?a ???e? ??a ERMS

• ?p?st????? a??e?t???t?ta? ?a? ap?de??t???? a??a?
  t?? a??e???
• ??e?a??t?ta ded?µ???? st? ?????
• ??a?e???s? t?? p????f???a? p?? pe???????
• ??a?e???s? ??f??p???µ???? e?????? ?a? e??????
  ?e???µ???? ??f?a??
• ??a?e???s? p????f???a? ??a a??e?a p?? p??pe? ?a
  d?at?????ta? ??t?pa

43
Model Requirements (MoReq) Ge????? p????f???e?

• ???t?p? ??a t? d?a?e???s? ??e?t??????? a??e???
• 1999 ??a??? p??sp??e?a?
• 2001 d?µ??????a MoReq, ap?t??esµa t??
  p??spa?e??? sta p?a?s?a t?? Interchange Data
  Administration (IDA)
• ????e? t?? ?e?t???????? apa?t?se?? ??a t?
  d?a?e???s? ??e?t??????? a??e??? ap? ta a?t?st???a
  s?st?µata (ERMS)
• ?????? a?a???? ??e?t??????? d?a??ß????s??
  (d?µ?s??? t?µ?a?)?a? ?d??t???? t?µ?a
• ???e? e?t?? ?a? e?t?? ?.?.
• ?a??pte? t?? ????? ???? e??? a??e???

44
Model Requirements (MoReq) Ge????? p????f???e?

• ?pe????eta? se
• ???ste? e??? S?st?µat?? ??a?e???s?? ??e?t???????
  ???e???, ?? ß?s? ??a t? d?µ??????a ?a? ???s? e???
  a?t?st????? s?st?µat??
• F??e?? p?? pa?????? ep?µ??f?s? (training) ?a?
  a?ad?µa??? ?d??µata, ?? e?pa?de?t??? ?????
• ?t?µa / ?µ?de? a??pt???? s?et???? s?st?µ?t??, ??
  ?d???? d?µ??????a? s?et???? s?st?µ?t??
• F??e?? p?? pa?????? s?et???? ?p??es?e?, ?? ?d????
  ??a t?? pa?e??µe?e? ?p??es?e? t???

45
Model Requirements (MoReq) Ge????? p????f???e?

• ????afa (Documents) ???e?a (Records)
• Document Management Systems d?af??et??? ap? ta
  Records Management Systems
• ?p???e? p??a??t?ta ?e?t?????a? t??? st?? ?d?a
  efa?µ???
• ?? t??t???, t? MoReq af??? ap???e?st??? ta
  s?st?µata d?a?e???s?? a??e???, ?a? µ???sta µe
  µe???? ?µfas? sta ??e?t?????? a??e?a

46
Model Requirements (MoReq)

• S??µa ta????µ?s??
• ?? s??µa ta????µ?s?? ap?te?e? t?? ??s?a t?? ERMS
  ?a??? e??a? a?t? p?? ????e? t?? t??p? µe t??
  ?p??? ???a?????ta? ta a??e?a se ??e?t????????
  fa?????? ?a? t?? s??se?? µeta?? t?? fa????? a?t??
• ?????st? ?e?a???a t???? ep?p?d??
• S?????? ap?te?e?ta? ap? Class, File, Volume,
  Record
• ??a ERMS p??pe? ?a e??a? ?p?sd?p?te s?µßat? µe t?
  s??µa ta????µ?s?? t?? ???a??sµ??
• ???pe? ?a ap?d?de? µetaded?µ??a ??a t???
  fa??????, t?? ???se?? ?a? ta ?d?a ta a??e?a t??
  ta????µ???? s??µat??
• ???pe? ?a ap?d?de? ta????µ??? a???µ? ??a ???e
  ep?ped? a??e?a??? µ???da? (se???, f??e???,
  ????af? ?t?)
• ???pe? ?a pa???e? d?as??d?se?? ?a? s?s?et?se??
  µeta?? t?? a??e???
• ?a µ?? ep?t??pe? t? d?µ??????a a?t????f??

47
Model Requirements (MoReq)

• ??e???? ?a? asf??e?a
• ????? ??e? p??sßas? st? s?st?µa ??t? ap? p??e?
  s?????e? ?p?peda p??sßas??
• ?s?te????? e??te????? ???ste?
• ?sf??e?a se ep?ped? s?st?µat??, p.?. ??t???af?
  asfa?e?a?, d??at?t?ta ??a recovery
• ?etaf???? a??e??? a??µesa se s?st?µata,
  t?p??es?e?
• ??e???? a??e?t???t?ta? e????f??
• ??? a?a??t???, ??????ta? s???e???µ??e? apa?t?se??
  ??a
• ????e? ?at?????e? p??sßas??, d??a??µata ???st??
• Audit trails (?st????? p??sßas??)
• ??t???af? asfa?e?a? ?a? recovery
• ?ata??af? t?? ????se?? t?? a??e??? (Tracking)
• ???e?t???t?ta a??e???

48
Model Requirements (MoReq)

• ??at???s? ?a? e??a????s?
• ?a?????e? apa?t?se?? ??a
• ???sµ?? p????aµµ?t?? ??a t?? e??a????s? t??
  a??e???
• ??s? ?a??? ?a pa?aµe??e? ??a a??e?? st? s?st?µa
• ??? a?a??t???
• ??????µµata d?at???s?? (?????? d?at???s?? e???
  a??e??? st? s?st?µa, ap?f?se?? e??a????s??,
  a?t?µat? ?p?st????? t???)
• ???e a??e?a?? µ???da s??d?eta? µe ??a ?
  pe??ss?te?a p???a d?at???s??
• Se pe??pt?s? e??a????s?? ta µetaded?µ??a t??
  a??e??? d?at?????ta?
• ?p?s??p?s? ??e???? t?? a??e??? p??? t??
  e??a????s?
• ?etaf???, e?a???? ?a? ?atast??f?

49
Model Requirements (MoReq)

• ???s?t?s? (Capture)
• ???s?t?s? s?µa??e? ??a ??a a??e?? sta p?a?s?a
  t?? s?st?µat?? p?? t? d?a?e????eta?,
• ? ?ata????s? t??, ? ta????µ?s? t?? ?a? ? ap?d?s?
  µetaded?µ????
• ???a? ? p??t? d?ad??as?a t?? d?a?e???s?? a??e???
• ?? p??a a??e?a ?a p??s?t????? s?et??eta? µe
  p??????µe?? t?? d?µ??????a? t?? s?st?µat??
  a????s? ?a? ?a????sµ? p???t????
• ?et? t?? p??s?t?s?, ta a??e?a ta????µ???ta?
  pa?????ta? ??d????? p?? a?t?st?????? st? ???s?
  t?? ta????µ???? s??µat?? st? ?p??? a??????

50
Model Requirements (MoReq)

• ???s?t?s? (Capture)
• ??a s?st?µa e?sa????? p??pe? ?a e??a? e?????t?
• ???????µ??f?a a??e???
• ?p?st????? ??e?t?????? ?µe??????a, Scanned
  paper document, ???e?a ????, Video clip ?t?
• ??de??t???, ??????ta? apa?t?se?? s?et??? µe
• ?? d?ad??as?a t?? p??s?t?s??
• ?ata????s? ?a? d?a?e???s? ???? t?? ??e?t???????
  a??e??? a?e???t?ta ap? ta d??f??a ?a?a?t???st???
  t??
• ??asf???s? ?t? ta a??e?a e??a? s?s?et?sµ??a µe t?
  ta????µ??? s??µa
• ??s?µ?t?s? µe t?? efa?µ??? ? ?p??a d?µ?????e? ta
  a??e?a
• ??e???? e?????t?ta? t?? µetaded?µ????
• ?? d?a?e???s? t?? ??e?t??????? ta??d??µe??? sta
  p?a?s?a t?? p??s?t?s??

51
Model Requirements (MoReq)

• ?a?t?p???s? (referencing)
• ???e ??t?t?ta t?? s?st?µat?? p??pe? ?a ??e? ??a
  µ??ad??? ??d???
• ??a??t?s? ????t?s?
• ????e? apa?t?se?? ??a
• ??a??t?s? ????t?s?
• Sta µetaded?µ??a, st? p???e? ?e?µe?? ?t?
• ???at?t?ta f????µ?t??s??
• ?a?a?t???st??? e??t?µat??, p.?. ?p???p?, word
  proximity
• ?µf???s? ap?te?esµ?t??
• ??t?p?s? ap?te?esµ?t??

52
Model Requirements (MoReq)

• ??a?e???st???? ?e?t?????e?
• Ge????? ?e?t?????e?, ?p?? ? d?a?e???s? pa?aµ?t???
  s?st?µat?? ?t?
• ????s? a?af????, p.?. ?ata??af? a???µ?? fa?????
  ?a? a??e???, stat?st??? e??as??? se s??s? µe ta
  a??e?a, t??? fa?????? ?t?
• ???t??? µetaded?µ????
• Se ???e ep?ped? a??e?a??? µ???da?
• 127 st???e?a

53
Model Requirements (MoReq)

• ?a????????a d?at???s?
• ???a?? p??ß??µata
• ?atast??f? ap????e?t???? µ?s??, apa???s?
  hardware, apa???s? µ??f?t?p??
• ???a??? ??se??
• F??a?? se ?at?????e? s?????e?, a?t???afa
  asfa?e?a?,

54
Moreq Metadata

• St???e?a s?ed??? ?a????µ?s??
• ???µa, ??a?????st???, pe????af?, ???a st???e?a
  ?a????sµ??a ap? t? ???st?
• St???e?a ?at?????a? (class)
• ??a?????st???, ???µa, pe????af?, pe????af????
  ???e?? ??e?d??
• ??µ?d?? p??s?p?, a?µ?d?? p??s?p? d?at???s??
• ?µe??µ???e? a????µat??/ ??e?s?µat?? /d?a??af??
• ???a??µata p??sßas?? se ep?ped? ???st? ?a? ?µ?da?
  ???st??
• ?????aµµa d?at???s??, ep?ped? asf??e?a?
• ?st???a ta????µ?s??, ????? epa?ata????µ?s??
• ?pa??? ??t?p?? ??????
• S??d?se?? µe ???? ?????

55
Moreq Metadata

• St???e?a fa????? (file)
• ?????aµµa d?at???s??
• ?µe??µ???e? a????µat??/ ??e?s?µat??
• ??????sµ?? se pe??pt?s? e?a?????
• ?at?stas? µetaf???? ?a? ?atast??f??
• F?s???? / ?ß??d???? de??te?
• St???e?a ??a a??e?a µe ??t?p? ????? (f?s??? ??s?,
  ?µe??µ???e? e?sa?????, e?a?????, t??p?p???s??)

56
Moreq Metadata

• St???e?a e????f?? (record)
• ??a?????st???, p??t??????, s?µa?t???? de??te?,
• T?µa, s??t??t??, pa?a??pt??, d?e????se??,
  ?µe??µ???e? e?sa?????
• ???µa a??e??? ?p?????st?, t?p?? a??e???,
  ?e?t??????? s?st?µa ?a? efa?µ??? a??pt????,
  µ??f?t?p??, a????s?, s?µp?es?
• ???a??µata p??sßas?? se ep?ped? ???st? ?a? ?µ?da?
  ???st??
• ?????aµµa d?at???s??, µetaded?µ??a d?at???s??
• ?p?ped? asf??e?a?, ?st????? asf??e?a?

57
Moreq Metadata

• St???e?a e?a????? ap?spasµ?t??
• ??a?????st???, a?a?????st??? p??t??e???? e????f??
  
• ?µe??µ???a e?a?????
• ??a?????st??? ???st?, ????? d?µ??????a?
• St???e?a ?????
• ???µa ?????
• St???e?a µ????? ?µ?da? µe ??a ????
• ???a??µata p??sßas?? t?? ?????
• ?µe??µ???e? ??a????/????? d??a??µ?t?? p??sßas??
• St???e?a ???st??
• ??a?????st??? ???st?
• ?????, s?µµet??? se ??????
• ???a??µata p??sßas??
• T?µata asf??e?a?
• ???a st???e?a p?? ??????ta? ap? t?? d?a?e???st?

58
?etaded?µ??a ??a t?? ?????f???a t?? ??µ?s???
??µ?a
59
Public Sector Information (PSI)

• ? p????f???a t?? d?µ?s??? t?µ?a pe???aµß??eta?
  µ?sa se ????afa, ß?se?? ded?µ???? ?a? ???e?
  p????f???e? (µete?????????? pe??e??µ????,
  ??f?a??? ???te? ?t?), ta ?p??a ?????
  d?µ???????e?, s???e??e?, ap????e??e? ?t? ap?
  ???a?a t?? d?µ?s??? f???a
• ? ap?d?t??? d?a?e???s? t?? e??a? s?µa?t??? ??a
• ?p?t??pe? st?? ??ße???se?? ?a e??p??et??? ?a? ?a
  a?t?e??p??et???ta? ap?te?esµat???
• ???s? ?a? epa?a???s?µ?p???s?
• ?????e? t?? ap?d?t???t?ta t?? es?te?????
  d?ad??as??? t?? d?µ?s?a? d?????s??
• ??e??????e? t?? ep????????a t?? p???t?? µe t?
  d?µ?s?a d?????s? (???????a t?? ?????f???a?)
• ?µp????? ???s? t?? PSI

60
Public Sector Information (PSI)

• ?????? ??a d?a?e?t???????t?ta se ??a ta ep?peda
• S?st?µata, S?µas??????a, S??ta?? ?t?
• ??a?e?t???????t?ta se ep?ped? pe????af?? ?a?
  te?µ????s?? t?? p????f???a?
  µetaded?µ??a
• ?e st???
• ??ta??a?? p????f????? µ?sa se ??a f???a, a??µesa
  se f??e??, a??µesa se ???e? (p.?. ???t? µ??? t??
  ?.?.)
• ???a?a a?a??t?s?
• ??a?e?t???????t?ta µetaded?µ????
• ???f?? efa?µ???? (Dublin Core eGovernment
  Application Profiles, CWA 14860 ?t?)
• S?µas???????? ????????s? µe t? ???s? ??t???????

61
Dublin Core

• ?????t? p??t?p?
• Ost?s? ta 15 µet?-ped?a p?? d?a??te? de? µp?????
  ?a ?a?????? t? s????? t?? d?????t???? p????f???a?
• ??????t??? ?????f???a ????d??stat?
• ?? p??t?p? ?a?e?ta? ?a pe??????e?
• ??d?te?e? ?????e? ??????t???? ???????a?
• ??????t???? ??µ?d??t?te?
• ??????t???? ??ad??as?e?

62
??????t??? ?????f???a ????-ep?ped?

• ???? ?e?a?????? d?µ?? t?? ??µ?s?a? ??????s??

?a µet?-ped?a p?? apa?t???ta? ??a t??
??d???p???s? t?? s????????? ??????? ?a????ta? ?a
ape????????? p???ap?? ?e?a????? ep?peda
p???e?µ???? ?a ?a?????? t? s????? t??
p??sfe??µe??? p????f???a? ?.?. ?p????e??
?s?te????? ??µ?s?a? ??????s?? ?a? ?p????t??s?? ?
Ge???? G?aµµate?a ????t???? ???stas?a? ? G?afe??
?p???µ??s??
S??ep??
63
S??ep??

• ?? DC de? µp??e? ?a de?te? ded?µ??a a?af?????
  µe
• t?? d?????t???? ?e?t?????e? p?? p???p???t??? ?a?
  ?d????? st?? pa?a???? e????f??
• t?? d??at?t?ta p??sßas?? ?a? ap??t?s??
  d?????t???? e????f??
• t? ??µ??? p???? ? ?p??a p???p???te? ??a ????af?
  ?a d?µ???????e? ? µ?a d?ad??as?a ?a ?e????se?
• t?? s?????e? d?at???s?? ?a? pe?a?t??? ???s?? t??
  e????f??
• t?? t?p??es?a f??a??? t?? e????f?? ?t?

64
??s?

• ? d?µ??????a ???? µet?-ped??? ?a? s??ep?? ?
  ep??tas? t?? p??t?p??

???????S?? ??????S?S
???e ???a p???ß? st?? a??pt??? ???? µet?-ped???
ßas?sµ???? st?? d???? t?? d?????t???? a????e?
65
?a?ade??µata

• ?????a ? e-GMS (UK e-Government Metadata
  Standard)
• ??st?a??a ? AGLS (Australian Government
  Metadata Standard)
• ??a ???a?d?a ? NZGLS (New Zealand Government
  Locator Service)
• ?µe???? ? GILS (Government Information
  Locator Service)

66
e-GMS

• ? p??t? ??d?s? ap?te????ta? µ??? ap? ta
  µet?-ped?a t?? Dublin Core, ?a? s???e???µ??a ap?

67
DC Meta-fields
68
Relation meta-field

• S??d?e? µeta?? t??? s?et????? p????? (reference
  to a related resource)
• ???te??e? t?? ???s?µ?p???s? t?? Identifiers
  ??a t?? a??pt??? t?? d?as??d?se??
• ?a??pte? e?d? s??se?? ?p??
• Is part of / Has part
• Is version of / Has version
• Is format of / Has Format
• References / Is referenced by
• Is required by / Requires
• Is replaced by / Replaces
• Sequence No

69
e-GMS 2? ??d?s?

• ???st????a? Refinements (?p?ped?a) sta
  pe??ss?te?a ped?a t?? Dublin Core p?? ????pta?
  p????f???a??? a????e? e????f??
• ???st????a? 4 ??a ped?a

70
?a??de??µa Creator
???st????a? ta e??? 3 refinements ??a t?
µet?-ped?? t?? d?µ???????
71
?a??de??µa description
???st????a? ta e??? 2 refinements ??a t?
µet?-ped?? t?? pe????af??
72
e-GMS ??a ped?a
73
NZGLS ?a? AGLS d?? pa??µ???t?pa p??t?pa
??d???p???s?? e????f??

• ????? p??s??se? 4 ped?a (d?af??et??? ap? t??
  e-GMS)

74
?at?????e? µet?-ped???
75
?a??de??µa ??d???p???s?? ?????f?? µe NZGLS ? AGLS
76
GILS (1)
?? GILS de? st????eta? st? Dublin Core. ?p?te?e?
??a a?e???t?t? p??t?p? ??d???p???s?? ?a?
d?a?e?t???????t?ta?. ????? ped?a µe t? DC ?a? t?
e-GMS e??a? ta pa?a??t?
77
GILS (2)
78
GILS a?e???t?ta µet?-ped?a (1)
79
GILS a?e???t?ta µet?-ped?a (2)