The Caldeson Consultancy

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The Caldeson Consultancy
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Good afternoon !
Tena koutou. Tena koutou. Tena koutou, katoa.
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Michael Steemson
Principal, The Caldeson Consultancy, Wellington,
New Zealand
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The "Create Maintain" impact of ISO 15489
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(No Transcript)
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Wide world authorities
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Create and Maintain
Public Records Act, 2005

• 17. Requirement to create and maintain records
• Every public office and local authority must
  full and accurate records of
  its affairs, in accordance with normal, prudent
  business practice.

create and maintain
create and maintain
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• Standard on Creation and Maintenance of Full and
  Accurate Records
• S7

S7
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Create and Maintain
ISO 15489 Part 1 General

• 1. Scope
• This part of ISO 15489 is intended for use by
  all other personnel in organizations with a duty
  to

create and maintain records.
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Create and Maintain
ISO 15489 Part 1 General

• 3. Terms and Definitions
• Records information created, received and
  maintained as evidence and information by an
  organization or person, in pursuance of legal
  obligations or in the transaction of business

created,
received and maintained
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Create and Maintain
ISO 15489 Part 1 General

• 7.1 Principles of RM Programmes
• To support continuing conduct of business,
  comply with the regulatory environment, and
  provide necessary accountability, organizations
  should authentic,
  reliable and useable records

create and maintain
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Create and Maintain
ISO 15489 Part 1 General

• 8.4 Design implementation methodology
• The requirements can be derived from an analysis
  of regulatory environment and the risk of
  the
  records.

NOT creating and maintaining
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Create and Maintain
ISO 15489 Part 2 Guidelines

• 2. Policies and Responsibilities
• It is particularly important that the policy
  obliges all employees to
  records that meet the legal, regulatory, fiscal,
  operational, and archival/historical needs of the
  organization.

create
and maintain
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Create and Maintain
ISO 15489 Part 1 General

• 8.2.2 Reliability
• The reliability of the system should be
  documented by
  records of systems operation.

creating and maintaining
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Create and Maintain
ISO 15489 Part 1 General

• 8.2.6 Systematic
• Records
  practices should be systematized through
  the design and operation of both records systems
  and business systems.

creation and maintenance
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ISO 15489 Surveys
70 records staff dont know
Impact medium to low
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National Archives of the U.S.A.

• We will base our approach to records management
  on the ISO Records Management Standard 15489.

John W. Carlin
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Arab Regional ICA

• Dr Abdulla El Reyes,
• President, Arab Regional Branch, ICA

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(No Transcript)
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Australia adopts ISO 15489

• National Archives of Australia
• formal endorsement
• high-level statement of principles and policy

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Britain adds value
Effective Records Management How to comply with
BS ISO 15489-1
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Canadian responses
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Three years hard labour

• ISO TC46/SC11

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The Australian how-tos
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The Australian how-tos
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The Australian how-tos
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The German solution
Nils Brübach
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The Canada solution
Catherine Zongora
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Many faces of the Bard
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Create and Maintain
ISO 15489 Part 1 General

• 3. Strategies, design implementation
• 3.2.2. Preliminary investigation to provide the
  organization with an understanding of the
  contexts in which it operates so that it can
  identify the major factors that influence its
  need to create and maintain records.

create and maintain
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Create and Maintain
ISO 15489 Part 2 Guidelines

• 2.3.2 Authorities within organization
• Managers of business units or organizational
  groupings are responsible for ensuring that their
  staff records .

create and keep
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Create and Maintain
ISO 15489 Part 2 Guidelines

• Strategies for satisfying records requirements
• When complete, there will be a planned,
  systematic and appropriate approach to the
  
  
  of records that will provide the basis for the
  design or redesign of the records system.

creation, capture, maintenance, use and
preservation
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Okay, lets set it to music

• No need to worry,
• I-so 15 4 8 9s
• Maintain and create
• Puts in on a plate
• And it says it many times.

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Okay, lets set it to music

• Now its becoming
• Archives Standard Lucky 7
• Let me make it plain,
• Create and Maintains,
• The Recordkeepers way to Heaven.

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Heigh!
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Thank you for you kind attention
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The End
Michael Steemson steemson_at_xtra.co.nz
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Michael Steemson steemson_at_xtra.co.nz