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Additional References and Case Studies

Design criteria standard for electronic records management software application (version 19, June 2002) US Department of Defense, Washington 2002. DOD Directive 5015.2.
http://jitc.fhu.disa.mil/recmgt/p50152s2.pdf


MoReq - Model requirements for the management of electronic records. CECA-CEE-CEEA. Bruxelles Luxembourg 2001.
http://www.ispo.cec.be/ida


Functional requirements for ERMS 2002. The National Archives.
http://www.nationalarchives.gov.uk/electronicrecords/reqs2002/pdf/requirementsfinal.pdf


For Project Management, as well as the infoKit the OGC PRINCE2 website has further details of the PRINCE2 project management methodology.
http://www.ogc.gov.uk/prince/index.htm


The OJEC website for details of EC procurement procedures
http://www.ojec.com/


The industry yearbook published by Cimtech provides a comprehensive list of all the main suppliers in each of the categories described in stage one, step one. It also provides a detailed management guide to the subject. Electronic document, records and content management: a comprehensive guide to electronic document, records and content management and a directory of products and services 15th edition 2004 Cimtech Ltd, University of Hertfordshire, College Lane, Hatfield, Hertfordshire AL10 9AB.
http://www.cimtech.co.uk/Main/Pub_EDRCM.htm


The DIRKS Manual, Steps A - D
http://www.naa.gov.au/recordkeeping/dirks/dirksman/contents.html


BSI-ISO 15489 - 2001 - Information and documentation - records management. Standards. BSI Customer Services 389 Chiswick High Road, London W4 4AL
http://www.bsi-global.com/



For modelling and redesigning business processes there are a number of useful reference works available as well as the Process Review infoKit. The following are three which we would recommend.

  • Dave Chaffey. Groupware, Workflow and Intranets. Re-engineering the enterprise with collaborative software. Digital Press. Butterworth Heinemann. ISBN 1555581846.
    http://books.elsevier.com/marketing?isbn=1555581846

  • Thomas M Koulopoulos. The Workflow Imperative - building real work business solutions. Van Nostrand Reinhold. 1995 ISBN 0442019750.

  • Rosemary Rock-Evans. Data modelling and process modelling. 1992 Butterworth Heinemann, ISBN 0750607394.



For guidance on the conduct of records audits, the design of business classification schemes and retention schedules you are recommended to visit the National Archives website.
http://www.pro.gov.uk/recordsmanagement/standards/default.htm



Magazines which contain useful case studies describing how organisations have successfully implemented an EDM or EDRM system include the following:

Managing information and documents MiD. Infoconomy Ltd, 17-18 Margaret Street London W1W 8RP.
http://www.infoconomy.com/

Information management & technology. Cimtech Ltd University of Hertfordshire, College Lane, Hatfield, Hertfordshire AL10 9AB.
http://www.cimtech.co.uk/



Web sites that contain useful information on all aspects of EDRM include the following plus individual supplier web sites:


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