Electronic Messaging

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Electronic Messaging

• Technical Report Task Force

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Topics of Discussion

• Requirements for Managing Electronic Messages as
  Records, ANSI Standard, Approved October 7, 2004
• Issues and Considerations for Managing Electronic
  Messages as Records, Draft Technical Report

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Scope of Standard

• The standard sets the requirements for managing
  electronic records and extends to any type of
  text-based electronic message or communication
  such as e-mail or instant messaging.
• It does not extend to voice mail.

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Purpose of Standard

• The standard is prepared for the direction and
  use of individuals charged with establishing
  guidelines for creating standard records
  management policy for the life cycle management
  of electronic messages

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Table of Contents

• Introduction
• Normative References
• Definitions
• Electronic Messaging Policy Development
• Policy Development Team
• Applicable Standards

• Policy Considerations
• Electronic Messaging Content Management
• Electronic Messaging Retention Management
• User Training
• Disaster Recovery

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Other Applicable Standards

• ANSI/AIIM TR31-2003
• ANSI/ARMA 5-2003
• ISO 15489-12001
• DoD 5015.2-STD

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http//www.arma.org/bookstore/productdetail.cfm?Pr
oductID1499
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Companion Technical ReportDraft 2003

• Issues and Considerations for Managing
  Electronic Messages as Records

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TR Scope (proposed)

• This Technical Report addresses concerns
  typically confronted during the implementation
  and management of electronic messaging systems.

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TR Purpose

• The purpose of this document is to establish
  records and information procedures for managing
  electronic records.

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TR Table of Contents

• Introduction
• Electronic Message Management Program
  Requirements
• Standards
• Security
• Confidentiality
• Privacy

• Electronic Message Life Cycle Management
• Knowledge Management
• User Training and Compliance
• Disaster Recovery

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Electronic Message Metadata3 Broad Categories in
terms of 3 lifecycle events

• Content Metadata (origin and capture)
• Records Management Metadata (maintenance and
  classification)
• Records Use Metadata (access, review, and
  utilization)

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Metadata ElementsContent Metadata
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Metadata ElementsRecords Management Metadata
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Metadata ElementsRecords Use Metadata
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Where do we go from here?

• ARMA Standards Committee, Electronic Messaging
  Task Force updating document.
• Goal to have document completed by October 2005.

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Join the Task Force

• Visit ARMAs Standards Page at
  http//www.arma.org/standards/development/index.cf
  m

Complete and submit a Standards Task Force
Application