1. MoReq Metadata Model Paul E Murphy IDA (Interchange of Data between Administrations) programme European Commission Enterprise Directorate General

2. The IDA programme Interchange of Data between AdministrationsInterchange of Data between Administrations Enterprise Directorate General, ECEnterprise Directorate General, EC 1999 - 20041999 - 2004

3. What does IDA do? Sectoral projects for information exchange in support of the Single MarketSectoral projects for information exchange in support of the Single Market –Agriculture, Health, Environment, Statistics, ParlML, etc. Horizontal actionsHorizontal actions –Content interoperability, etc.

4. What does IDA do? Generic ServicesGeneric Services –TESTA (IP network), Public Key Infrastructure (PKI), CIRCA (workgroup) Common tools and techniquesCommon tools and techniques –MoReq, architectural guidelines for interoperability, etc.

5. IDA http://www.ispo.cec.be/ida

6. Model Requirements for the Management of Electronic Records

7. Where did MoReq come from?

8. The DLM-Forum www.dlmforum.eu.org

9. Development of MoReq Recommendation of the DLM-ForumRecommendation of the DLM-Forum Open Competition - 2000 (Cornwell Affiliates)Open Competition - 2000 (Cornwell Affiliates) Independent Review (UK )Independent Review (UK ) International Guiding Team of ExpertsInternational Guiding Team of Experts –France, Germany, Italy, Netherlands, Portugal, Spain, Sweden and Canada Validation OrganisationsValidation Organisations –Public Sector, Private Sector and Software Industry –Italy, Spain and UK 2001 - Acceptance of MoReq by the Commission (IDA)2001 - Acceptance of MoReq by the Commission (IDA)

10. What does MoReq do? Specifies FUNCTIONAL REQUIREMENTS for the management of electronic recordsSpecifies FUNCTIONAL REQUIREMENTS for the management of electronic records Specifies a MODEL for how files, records, retention schedules, etc. relate to each otherSpecifies a MODEL for how files, records, retention schedules, etc. relate to each other Is applicable to both electronic and hybrid files (i.e. files containing both electronic and paper records)Is applicable to both electronic and hybrid files (i.e. files containing both electronic and paper records) Assumes that these will be implemented by a system called an ERMS - Electronic Records Management SystemAssumes that these will be implemented by a system called an ERMS - Electronic Records Management System Does NOT specify the ERMS - only what it should doDoes NOT specify the ERMS - only what it should do

11. The MoReq Specification 100 Pages100 Pages 390 Requirements390 Requirements Distributed as a Microsoft Word DocumentDistributed as a Microsoft Word Document Metadata model (103 elements)Metadata model (103 elements)

12. MoReq content - 1 Records Management FunctionalityRecords Management Functionality Administrative FunctionsAdministrative Functions Search and RenderSearch and Render

13. MoReq content - 2 Additional FunctionalityAdditional Functionality –Workflow –Electronic Signatures –Document Management

14. MoReq content - 3 Non-functional RequirementsNon-functional Requirements –Ease of Use –Performance –Availability –Openness

15. MoReq content - 4 Related issues:Related issues: –Technical Standards –Legislation –Digital Preservation

16. MoReq Metadata Elements Classification Scheme Metadata Elements (4) Class and File Metadata Elements (24) File Metadata Elements (22) Volume Metadata Elements (3) Record Metadata Elements (29 - 18(Must) 11(Should)) Record Extract Metadata Elements (6) User Metadata Elements (8) Role Metadata Elements (7)

17. MoReq Reference ModelReference Model GlossaryGlossary Introductory TextIntroductory Text ReferencesReferences AppendicesAppendices

18. Definitive RM Resources PRO Specification Dublin Core Metadata Set Pittsburgh Metadata ICA Guide DLM Forum Guide ISAD(G) UBC-MAS Project ISO 15489 R/DIM BSI PD 0008 US DoD 5015.2

19. MoReq Correspondence to DC and Pittsburgh metadataCorrespondence to DC and Pittsburgh metadata

20. Obtaining Copies of MoReq Will be sent by e-mail to all conference participantsWill be sent by e-mail to all conference participants Download fromDownload from http://www.cornwell.co.uk/more q http://www.ISPO.cec.be/ida http://www.ISPO.cec.be/idahttp://www.dlmforum.eu.org Paper copies will be published by OPOCE today soon

21. Paul E. Murphy IDA programme European Commission rue de la Loi, 200 (SC 15 02/65) 1040 Brussels, Belgium fax: +32 2 299 0386 e-mail: Paul-E.Murphy@cec.eu.int