W/D NO S/S

The scope of this report is a framework for the integration of Electronic Document Management Systems (EDMS) and Electronic Records Management Systems (ERMS). The report deals with what is required for EDMS and ERMS to integrate and interoperate. The report describes the integration framework in three key areas:

• Metadata Management – Unique and Common

• Functionality – Unique and Common

• Typical Implementation Approaches

EDMS and ERMS are key components in an enterprise's Information Management solution. At the time of printing, the term Enterprise Content Management (ECM) describes the full range of systems used to manage content regardless of application, electronic media, purpose, or audience. Key components of an ECM solution include:

• Electronic Document Management (EDMS)

• Electronic Records Management (ERMS)

• Imaging

• Workflow

• Collaboration

• Web Publishing

• Digital Asset Management (DAM)

• Electronic Forms Management (E-Forms)

Ideally, all components of an ECM solution will be integrated with the ERMS component as illustrated in Figure 1.

The committee decided to confine the scope of this Technical Report only to the integration of EDMS and ERMS plus workflow because EDMS are the most common and mature of all ECM components.

In practical terms, this also limited the scope of work for the committee and thereby shortened the time to deliver this report.

Purpose and Audience

The purpose of this technical report is to present a framework for integrating EDMS and ERMS.

The primary audience for this report is the policy and decision makers within an organization who deploy document-based information systems to meet both productivity and regulatory requirements. In typical organizations these may be Chief Information Officers, Chief Technology Officers, Chief Financial Officers, System Architects, and Business Analysts.

A secondary audience of Contracting Officers, System Developers, Systems Producers (e.g., software vendors), Industry Analysts, Records Managers, and End Users will also find this report useful.