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BS ISO 23081-2:2021

BS ISO 23081-2:2021

$167.15

Information and documentation. Metadata for managing records – Conceptual and implementation issues

Published By Publication Date Number of Pages
BSI 2021 42
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This document establishes a framework for defining metadata elements consistent with the principles and implementation considerations outlined in ISO 23081-1 . The purpose of this framework is to

  1. enable standardized description of records and critical contextual entities for records,

  2. provide common understanding of fixed points of aggregation to enable interoperability of records and information relevant to records between organizational systems, and

  3. enable reuse and standardization of metadata for managing records over time, space and across applications.

It further identifies some of the critical decision points that need to be addressed and documented to enable implementation of metadata for managing records. It aims to

  • identify the issues that need to be addressed in implementing metadata for managing records,

  • identify and explain the various options for addressing the issues, and

  • identify various paths for making decisions and choosing options in implementing metadata for managing records.

PDF Catalog

PDF Pages PDF Title
2 National foreword
7 Foreword
8 Introduction
9 1 Scope
2 Normative references
3 Terms and definitions
10 4 Purpose and benefits of metadata
4.1 Purposes of metadata for managing records
4.1.1 General
4.1.2 Amount of metadata
11 4.2 Business benefits for metadata for managing records
4.2.1 General
4.2.2 Capturing and managing records in business systems
4.2.3 Interoperability
4.2.4 Risk management
12 4.2.5 Metadata for records as an organizational information asset
4.2.6 Preventing unauthorized access to records
4.2.7 Sustainability of business systems through administrative change
4.2.8 Long-term retention of digital records
4.2.9 Incorporation of metadata into archival systems
5 Policy and responsibilities
5.1 Policy decisions
13 5.2 Responsibilities for implementing metadata for managing records
14 6 Metadata conceptual model
6.1 Entities
6.2 Relationships between entities
16 6.3 Flattening the entity model
17 7 Concepts relating to metadata implementation
7.1 Aggregation
7.1.1 General
7.1.2 Entity class aggregation scheme
20 7.2 Inheritance
21 7.3 Reuse of metadata values
22 7.4 Interdependence of metadata elements
7.5 Extensibility and modularity
8 Metadata model for managing records
8.1 Metadata model
23 8.2 Dynamic metadata model
24 8.3 Metadata as a record
25 9 Generic metadata elements
9.1 Identity metadata
9.2 Description metadata
26 9.3 Use metadata
28 9.4 Event plan metadata
29 9.5 Event history metadata
30 9.6 Relation metadata
31 10 Developing a metadata schema for managing records
10.1 Metadata schema
10.2 Metadata registries
32 10.3 Designing metadata schemas for managing records
10.3.1 Selecting elements to form a schema
10.3.2 Structuring elements and establishing relationships
33 10.3.3 Encoding schemes
10.3.4 Rules for syntax, obligation levels, default values and repeatability
10.3.5 Reusing existing metadata schemas for the purposes of managing records
34 10.4 Metadata schema presentation
10.4.1 Documenting a metadata schema for managing records
10.4.2 Machine readable presentations
35 11 Implementing metadata for managing records
11.1 General
11.2 Storage and management
11.2.1 Centralized versus decentralized storage and management
36 11.2.2 Metadata repository
11.3 Metadata capture
11.4 Creating a metadata record for managing records
37 11.5 Registration
11.6 Metadata as control tools for managing records
38 11.7 Linking metadata
11.8 Appraisal
39 11.9 Transferring records
11.10 Preservation and storage formats
11.10.1 General
11.10.2 Storage in specified formats
40 11.10.3 Encapsulating
11.11 Ensuring management of metadata over time
41 Bibliography

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BS ISO 23081-2:2021
$167.15