2. Overview of ERMS Requirements

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2. Overview of ERMS Requirements
Presented by Wei Liu
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Key Terminology

• Capture, Class, Classification, Classification
  Scheme, Document, Electronic File, Electronic
  Record, ERMS, Metadata, Record, Volume
• Wherever possible, the meanings align with
  common usage, or usage generally agreed within
  the records management community.
• Defined also in the Glossary (section 13.1)

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Key Concepts

• Record and Electronic Record
• Electronic File and Volume
• Classification Scheme
• Class
• ERMS
• Capturing Records
• Users Roles

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Entity-Relationship Model

• An aid to understanding the specification
• Does not represent actual structures
• Relationships between entities
• Refer to section 13.3

MoReq
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3. Classification Scheme
Presented by Wei Liu
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Examples

• Configuring the Classification Scheme
• Must be compatible with the organizations scheme
  
• Must allow a minimum of three levels
• Must support multiple classification schemes and
  distributed classification scheme
• Maintaining the Classification Scheme
• Must allow the relocation of a class, file and
  volume, and re-classification of an electronic
  record
• Must prevent unauthorized deletion
• Must allow the close of a file and volume

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Examples (contd)

• Classes and Files
• Must support metadata for records, files and
  classes
• Must provide at least two naming mechanisms for
  files and classes
• Must allow administrators to add files
• Volumes
• Must allow administrators to add volumes
• Must record the date of opening
• Must support the concept of open and closed
  volumes