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Electronic Records Management Guidelines

Electronic Document Management Systems
Annotated List of Resources

Primary Resources:

Association for Information and Image Management International. Analysis, Selection, and Implementation of Electronic Document Management Systems (EDMS). Silver Spring, Md.: Association for Information and Image Management International, June 2009.  
http://www.aiim.org/documents/standards/ARP1-2009.pdf

This document contains a set of recommended practices for the implementation of selected web-based document management technologies. The document provides specific recommended activities for each phase of implementing such technologies.

Association for Information and Image Management International. Implementation Guidelines and Standards Associated with Web-based Document Management Technologies. Silver Spring, Md.: Association for Information and Image Management International, 2002.
http://www.project-consult.net/Files/AIIM+ARP1+2002.pdf

This document contains a set of recommended practices for the implementation of selected web-based document management technologies. The document provides specific recommended activities for each phase of implementing such technologies.

National Archives and Records Administration (NARA).  Recommended Practice: Developing and Implementing an Enterprise-wide Electronic Records (ERM) Proof of Concept Pilot.  March 2006. 
http://www.archives.gov/records-mgmt/policy/pilot-guidance.html

Information on how to plan, develop, and evaluate a proof of concept pilot application as a method for exploring new technologies. 

National Archives and Records Administration (NARA).  Guidance for Building an Effective Enterprise-wide Electronic Records Management (ERM) Governance Structure.  December 2005. 
http://www.archives.gov/records-mgmt/policy/governance-guidance.html

“This document defines governance and its importance to the success of IT projects, the purpose and function of that governance, how project-specific governance (such as those instituted for enterprise-wide ERM) fits within and alongside other established governance structures and the risks attendant in the absence of good governance.”

National Archives and Records Administration (NARA). Recommended Practice: Evaluating Commercial Off-the-Shelf (COTS) Electronic Records Management (ERM) Applications.  November 2005.   
http://www.archives.gov/records-mgmt/policy/cots-eval-guidance.html

To be used as a case study as agencies examine system requirements, this document summarizes the “Environmental Protection Agency's (EPA) experience identifying the COTS products that would best meet the needs of agency staff for both Electronic Document Management (EDM) and Electronic Records Management (ERM) functionality”.

 

Additional Resources

AIIM International.
http://www.aiim.org/

This web site is published by the Association for Information and Image Management (AIIM). AIIM is an international professional organization for "users and suppliers of the content, document and process management technologies that drive e-business." The site includes information about events, articles, industry studies, and white papers. The web site also includes a products and services vendor directory.

ARMA International.
http://www.arma.org/

Published by ARMA International, this site focuses on strategic information management issues for records and information managers, information technology professionals, imaging specialists, archivists, librarians, and others. The site includes a buyer's guide and virtual trade show of industry vendors, as well as publications, a bookstore, white papers, industry news, legislative updates, and information on industry standards.

Records Management Application Compliance Testing.
http://jitc.fhu.disa.mil/recmgt

This site lists vendors with EDMS products that have been tested and approved by the federal government. The site provides links to the vendor's web sites. The site also provides access to a number of federal guidelines for records management, including the DOD Standard 5015.2 Design Criteria Standard for Electronic Records Management Software Applications.

 

 

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List of Annotated Resources  go to Digital Imaging

 

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Electronic Records Management Guidelines, March 2012, Version 5.

Links verified March 13, 2012.