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Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors

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Page 1: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Stephen Levenson Convener ISO 19005Chair AIIM Standards BoardMember AIIM Board of DirectorsOctober 2010

Page 2: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Guarantee business CONTINUITY, 24x7x365

Enable employee, partner, and customer COLLABORATION

Reduce COSTS through process streamlining and standardization Ensure legal and regulatory COMPLIANCE

Document and finalize a business process

Page 3: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Web 2.0From Wikipedia, the free encyclopedia

This article needs attention from an expert on the subject. See the talk page for details. Consider associating this request with a WikiProject.

The term Web 2.0 is commonly associated with web applications that facilitate interactive information sharing, interoperability, user-centered design,[1and collaboration on the World Wide Web.

Page 4: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

A Web 2.0 site gives its users the free choice to interact or collaborate with each other in a social media dialogue as creators (prosumer) of user-generated content in a virtual community, in contrast to websites where users (consumer) are limited to the passive viewing of content that was created for them. Examples of Web 2.0 include social-networking sites, blogs, wikis, video-sharing sites, hosted services, web applications, mashups and folksonomies.

The term is closely associated with Tim O'Reilly because of the O'Reilly Media Web 2.0 conference in 2004.[2][3] Although the term suggests a new version of the World Wide Web, it does not refer to an update to any technical specifications, but rather to cumulative changes in the ways software developers and end-users use the Web.

Page 5: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

According to a new study from Nielsen, our society has gone mad with texting, data usage and app downloads. Nielsen analyzed the mobile data habits of over 60,000 mobile subscribers and surveyed over 3,000 teens during April, May and June of this year. The numbers they came up with are astounding.

The number of texts being sent is on the rise, especially among teenagers age 13 to 17. According to Nielsen, the average teenager now sends 3,339 texts per month.

There's more, though: teen females send an incredible 4,050 text per month, while teen males send an average of 2,539 texts. Teens are sending 8 percent more texts than they were this time last year.

Page 6: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Average teenager sends more than six texts per waking hour Teen females send an incredible 4,050 text per month

In every age bracket, the number of texts sent has increased when compared to last year Twenty-two percent say SMS is easier than a phone call

Page 7: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

What format is a Text File?

Page 8: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010
Page 9: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010
Page 10: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010
Page 11: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010
Page 12: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

At least we do not have to worry about that in Government!

Page 13: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

GSA debuts new Web 2.0 tools and hosting for federal agencies

Citizen.apps.gov website designed to help agencies get the most out of blogs, wikis and forums

The General Services Administration is making it easier for federal agencies to create blogs, wikis and other Web 2.0 applications via a new federal website offering free tools and hosting services.

Page 14: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

The new Citizen.apps.gov site offers the products and services only for federal employees. It launched in beta form in August with six Web 2.0 tools, including a blog, wiki, citizens discussion forum and contest platform. The tools are easy to use, secure, created from open-source software and compliant with federal policies, including regulations on access for people with disabilities under Section 508 of the Rehabilitation Act, Gwynne Kostin, director at the GSA’s Center for New Media and Citizen Engagement in the Office of Citizen Services and Innovative Technologies, said at FedScoop’s FedTalks 2010 conference today. The tools also are customizable, and GSA will provide hosting services.

Page 15: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010
Page 16: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

80% of organizational information is unstructured and 90% of this remains unmanaged (Doculabs).

Unmanaged information is growing at roughly 36% annually (Doculabs).

27% of ECM users are highly disappointed in their ECM implementations (Jupiter Research).

There is a 10x cost of compliance by taking a one-off vs. integrated approach (Gartner).

7.5% of documents are lost forever (Cuadra Associates).

Page 17: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Be aware of the role information plays in your organization › Information is an asset › Understand how information is used

Develop written policies and procedures

Know your risk

Apply standards and best practices to improve the records management

Involve participants from throughout the organization› Senior Management› IT› End Users› Legal› Records Managers

Records management is key – educate the staff

Page 18: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Review business processes

Keep policies up-to-date

Monitor adherence to policies and procedures

Validate policies to ensure that they are clear, simple

Conduct disposition reviews – archive/destroy records

Implement technology to support the processes

Be consistent

Page 19: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Email Instant Messaging

Text or email enabled phones

Discussion Forums

Wikis

Blogs

Page 20: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

What Types are Affected?

DocumentsRecordsE-mailWord filesSpreadsheetsPresentationsImagesWeb sites

…everything!

Page 21: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

If there is one thing that social media has helped amplify, it's the fact that stupid people do stupid things, and love to tell everyone about it. Case in point – Scott Harris of Staten Island, NY.

Seems that this 31 year-old man decided that shooting a .38 caliber pistol out the second floor window of his father's house at 4:30 AM – after a few shots of liquor – would be a great idea. (Yes, ladies, he's 31 and lives with his dad and apparently is available…) One of his neighbors heard the shot and dialed 911 and alerted the police that they heard a shot (the news report doesn't verify this, but I'm assuming the shot was prefaced by Harris' repeated yelling of "YOU TALKIN' TO ME??")

In the good old days (read: pre-Facebook), the police would have canvassed the neighborhood, looked for shell casings, interviewed some neighbors, and may or may not have found out that Harris was their drunken shooter. However, social media (combined with a severe case of the dumba**) has made investigations easier. Harris took the time to update his Facebook status about the "good idea" he had about shooting toward the swampland out his Dad's window (just how is this guy still on the market??) The police found the Facebook update, tracked down Harris and he confessed to being the drunken–Facebook–status–updating–shooter.

Long story short… Guns, Liquor and Facebook don't seem to mix very well — especially if you're an idiot.Posted by Greg Lambert

How Bad can it be?

Page 22: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Will Standards Fix It?

Page 23: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Canada General Standards › National Standard for the

Use of Electronic Documents as Documentary Evidence – November 2005

› Ensures information in information technology systems is trustworthy, reliable and authentic

CAN/CGSB 72.11.00, Microfilm and Electronic Images as Documentary Evidence

CAN/CGSB 72.34-2005, Electronic Records as Documentary Evidence

Page 24: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

ANSI/AIIM/ARMA TR48, Framework for the Integration of Electronic Document Management Systems and Electronic Records Management Systems

ANSI/AIIM TR31-2004, Legal Acceptance of Records Produced by Information Technology Systems

DoD 5015.2, Design Criteria Standard for Electronic Records Management Software Applications

MoREQ2, Model Requirements for the Management of Electronic Records

VERS, Victoria Electronic Records Standard

Page 25: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Formal de jure Standards

› ANSI, ISO, ITU, IEC, JTC1

Internet Standardization

› IETF and W3C

Industry standards/specifications› AIIM Recommended Specifications

› Coalitions and Consortiums

DMA, ODMA, WfMC, OMG, TWAIN

Organizational/Market Driven standards/specifications

Page 26: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

ISO/NP 22997, Records management relationships with knowledge management

AIAA/G-031A, Life cycle development of knowledge bases systems using DoD-Std 2167A

Emergency/Home Land Security Knowledge Management Standards

Page 27: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

WebDAV

Implementation Guidelines and Standards Associated with Web-based Document Management Technologies

ODMA

Page 28: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Format – SGML, HTML, XML

Input – ISIS, TWAIN, Test Targets, Indexing, Metadata

Compression – ITU Group 3 & 4, JPEG, MPEG, DjVu, JBIG

Object – CORBA, COM/DOM

Page 29: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

DoD 5015.2

ISO 15489, Records Management

ARMA Standards

ASTM Records Media

BSR/ARMA 9-199X, Guideline for Managing e-mail

AIIM Standards for public records

ISO/CD 15801 and Legality standards

Page 30: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

ebXML

Web Services

UDDI

SOAP

Workflow

Metadata› Dublin Core

› Cedar

› Pandora

Page 31: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

XML

Metadata

Digital Preservation

Evidentiary Information Management

Integrated EDM/ERM Requirements

Knowledge Management

Page 32: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Business practices may not fit well with consumer level products

A best practice is to convert or create business data into A preservable format

Page 33: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

PDF/A attempts to maximize:

Device independence

Self-containment

Self-documentation

Page 34: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

The constraints include:

Audio and video content are forbidden

Javascript and executable file launches are prohibited

All fonts must be embedded and also must be legally embeddable for unlimited, universal rendering

Page 35: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Colorspaces specified in a device-independent manner

Encryption is disallowed

Use of standards-based metadata is mandated

Dublin CoreCedarPandora

Page 36: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

PDF/A-2› Catch up to current ISO version of 32000

PDF/A-3› Compound files with storage for other

file typesXMLOriginal authoring softwareVersions

Page 37: Stephen Levenson Convener ISO 19005 Chair AIIM Standards Board Member AIIM Board of Directors October 2010

Consider the entire lifecycle of information

Convert or create early to preservable formats

Homogeneous collections are easier to preserve

Don’t base business practices on consumer level software

Create a bright line between social (water cooler) and business exchange