A Domain-Specific RM&IG Solution Designed to Support the

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Transcript A Domain-Specific RM&IG Solution Designed to Support the

A Domain-Specific RM&IG Solution
Designed to Support the
Implementation of ISAD(G)
Arian Rajh, PhD, Assist. Prof., FFZG
Krešimir Meze, Omega software d.o.o.
Table of Content
Part I: Professional concepts
1. Assumptions, concepts and terms
2. Process transformation
Part II: Key development concepts
3. Key development concepts
4. Conclusion
5. References
Part I
Professional concepts
Arian Rajh, PhD, Assist. Prof., FFZG
1. Assumptions, concepts and terms
Characteristics of public organisations
(based on Brumec, Dobrović, Tomičić, 2006)
1. Public organisations have large quantities of
case-related documentation
2. Workflows have high significance for successful
case management in public organisations
3. Public organisations are under auspices of
archival authorities
1. Assumptions, concepts and terms
Management of document and records
is set out by:
1.
2.
3.
4.
RM practice
Related practices
Legislation
RM related standards, ISO 15489, ISAD(G) etc.
Terms, concepts and functions are carrying a
specific RM and archival meaning.
2. Process transformation
Documents and records are used in processes
of public organisations as:
• input of processes,
• result,
• supporting material
RM processes are complex and already-defined.
2. Process transformation
Basic processes/groups
•Records management
•Records retrieval, distribution and use
•(Archival) storage management
•Archival description
Process-oriented system is required due to the
complexity of the field.
2. Process transformation
Records management
• Registration, classification and retention,
permanent preservation/disposal, metadata
management
• Process improvement
1.
2.
3.
4.
Capturing accurate metadata required for retrieval from case
management and business registries
Automation of the retention procedure if retention schedule is
connected with case management tool that provides metadata
on the retention period start date
Support for disposal process
Automatic creation of the XML list of series and subseries in
body of records of an organisation
2. Process transformation
Records retrieval, distribution and use
• Capturing event and use metadata facilitate
usability
• Such metadata can be captured using
contemporary technology - users registries,
barcodes etc., but non- repudiation should be
ensured
2. Process transformation
Process improvement related to registration
and retrieval:
• Tools should ensure extensibility, connectivity
and modularity
• Successful records management depends on high quality
metadata
• Metadata unavailable to records managers could be captured and
managed in main business registries
• Metadata from business registries and case management
facilitates retrieval and ensures reliability
2. Process transformation
(Archival) storage management
• Technical units are placed in storage and
records manager pairs technical unit with
location information
• Simple process… with issues
• Encapsulation of technical units, storage space for new
accruals
• Filling could be enhanced by hierarchical
organisation of storage and using barcode or
RFID technology for pairing units and storage
related metadata
• Improvement through the usage of RM and
archival metadata and triggers for archiving
electronic records
2. Process transformation
Archival description
• It is needed to define records schedule in order
to perform the process of archival description
on the list of existing RM/archival units
• Archival description ensures that creator gains
archival management functionality, ensures
real archival organisation of emerging material
• Each registered technical unit pertains to some
archival unit, archival units are hierarchically
interconnected and described according to
ISAD(G)
Part II
Key development concepts
Krešimir Meze, Omega software d.o.o.
3. Key development concepts
Software solutions created with common
methods and programming tools are still
difficult to develop and maintain.
1. High level of business knowledge is required from
system architect and developers
2. It is too easy to make mistakes in the design
phase and errors in implementation
3. Adaptation to to new technology trends takes too
much time and money
3. Key development concepts
Taken approach was based on the innovative
use of domain specific language (DSL).
Kind of language based on terms, keywords and
rules originating from some specific domain.
Some examples:
• H2 O
• Invoice, Billing
• Record, Technical unit, Class, Disposal
• HTML, SQL
3. Key development concepts
To develop such system two prerequisites
need to be met.
1. DSL and programming concepts should be build
Encapsulate functionality and business behavior from RM domain and
carry behavior compliance with business rules. Programmers will use this
concepts to describe application model in DSL scripts.
2. DSL execution platform should be implemented
Software component that executes DSL scripts written by programmers
and generate server application, database and communication services
consumed by user interface or other systems and applications.
3. Key development concepts
Implementation was done by using Rhetos
open source development platform.
Improves quality of the application design process,
implemented solutions and simplifies long-term
support.
Extremely extensible, so new concepts can be added
and whole internal infrastructure can be changed
from the default to any other required.
3. Key development concepts
The next step is to achieve compliance with
MoReq2010® specification.
MoReq2010® aims to provide a comprehensive but
simple and easily understood set of requirements for
electronic record management system.
This goal will be achieved by creating MoReq based
DSL, and early version was already shown at the DLM
Forum and received full support.
4. Conclusion
1. Using DSLs enables the creation of systems that
already contain domain-related professional logic
2. The usage of ISAD(G) enables the creation of
description of archival material according to
immanent archival instructions and enhances
archival practice of a public organization
3. Moreq2010 based DSL could be the basis for the
creation of records management and archival
systems that would fit a large variety of
organizations
5. References
• ARHiNET Croatia, http://arhinet.arhiv.hr (April 2013)
• Brumec, Dobrović, Tomičić: The Model of the DMS in the Public Sector.
Journal of Information and Organizational Sciences, Vol.30, No.1, 2006
• ISAD(G): General International Standard Archival Description, 2nd ed.
• ISO 15489-1:2001 Information and documentation - Records
management - Part 1: General
• ISO 14589-2:2001 Information and documentation - Records
management - Part 2: Guidelines
• Rhetos, http://www.rhetos.org
• MoReq2010 Modular Requirements for Records Systems,
http://moreq2010.eu/ (April 2013)
• Reference model for an open archival information system (OAIS),
Recommended practice CCSDS 650.0-M-2, Magenta book, June 2012,
http://public.ccsds.org/publications/archive/650x0m2.pdf (March 2013)
• World Wide Web Consortium (W3C), http://www.w3.org (June 2013)
Thank you!
Arian Rajh, PhD, Assist. Prof., FFZG, [email protected]
Krešimir Meze, Omega software d.o.o., [email protected]