MoReq Metadata Model MoReq Metadata Model

• Paul E Murphy

• IDA (Interchange of Data between Administrations) programme

• European Commission

• Enterprise Directorate General

The IDA programme

• Interchange of Data between Interchange of Data between AdministrationsAdministrations

• Enterprise Directorate Enterprise Directorate General, ECGeneral, EC

• 1999 - 20041999 - 2004

What does IDA do?• Sectoral projects for information Sectoral projects for information

exchange in support of the Single exchange in support of the Single MarketMarket

– Agriculture, Health, Agriculture, Health, Environment, Statistics, ParlML, Environment, Statistics, ParlML, etc.etc.

• Horizontal actionsHorizontal actions

– Content interoperability, etc.Content interoperability, etc.

What does IDA do?• Generic ServicesGeneric Services

– TESTA (IP network), Public Key TESTA (IP network), Public Key Infrastructure (PKI), CIRCA Infrastructure (PKI), CIRCA (workgroup)(workgroup)

• Common tools and techniquesCommon tools and techniques

– MoReq, architectural guidelines MoReq, architectural guidelines for interoperability, etc.for interoperability, etc.

IDA

http://www.ispo.cec.be/idahttp://www.ispo.cec.be/ida

MoModel del ReqRequirements for the Management of uirements for the Management of Electronic RecordsElectronic Records

Where did MoReq come from?

The DLM-Forum

www.dlmforum.eu.orgwww.dlmforum.eu.org

Development of MoReq• Recommendation of the DLM-ForumRecommendation of the DLM-Forum

• Open Competition - 2000 (Cornwell Affiliates)Open Competition - 2000 (Cornwell Affiliates)

• Independent Review Independent Review (UK(UK))

• International Guiding Team of ExpertsInternational Guiding Team of Experts– France, Germany, Italy, Netherlands, Portugal, Spain, France, Germany, Italy, Netherlands, Portugal, Spain,

Sweden and CanadaSweden and Canada

• Validation OrganisationsValidation Organisations– Public Sector, Private Sector and Software IndustryPublic Sector, Private Sector and Software Industry

– Italy, Spain and UKItaly, Spain and UK

• 2001 - Acceptance of MoReq by the Commission 2001 - Acceptance of MoReq by the Commission (IDA)(IDA)

What does MoReq do?• Specifies FUNCTIONAL REQUIREMENTS for the Specifies FUNCTIONAL REQUIREMENTS for the

management of electronic recordsmanagement of electronic records

• Specifies a MODEL for how files, records, retention Specifies a MODEL for how files, records, retention schedules, etc. relate to each otherschedules, etc. relate to each other

• Is applicable to both electronic and hybrid files (i.e. Is applicable to both electronic and hybrid files (i.e. files containing both electronic and paper records)files containing both electronic and paper records)

• Assumes that these will be implemented by a Assumes that these will be implemented by a system called an ERMS - Electronic Records system called an ERMS - Electronic Records Management SystemManagement System

• Does NOT specify the ERMS - only what it should doDoes NOT specify the ERMS - only what it should do

The MoReq Specification

• 100 Pages100 Pages

• 390 Requirements390 Requirements

• Distributed as a Distributed as a Microsoft Word Microsoft Word DocumentDocument

• Metadata modelMetadata model(103 elements)(103 elements)

MoReq content - 1

• Records Management Records Management FunctionalityFunctionality

• Administrative FunctionsAdministrative Functions

• Search and RenderSearch and Render

MoReq content - 2

• Additional FunctionalityAdditional Functionality

– WorkflowWorkflow

– Electronic SignaturesElectronic Signatures

– Document ManagementDocument Management

MoReq content - 3

• Non-functional RequirementsNon-functional Requirements

– Ease of UseEase of Use

– PerformancePerformance

– AvailabilityAvailability

– OpennessOpenness

MoReq content - 4

• Related issues:Related issues:

– Technical StandardsTechnical Standards

– LegislationLegislation

– Digital PreservationDigital Preservation

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)

MoReq

• Reference Reference ModelModel

• GlossaryGlossary

• Introductory TextIntroductory Text

• ReferencesReferences

• AppendicesAppendices

Electronicfile or

Hybrid file

is a copy of

Level

Electronicdocument

version

Electronicdocument

defines

is aveiled

state of

is at a

may bedivided into

incorporates

is a state of

Physical file

Physicaldocument

version

Physicaldocument

is a state of

Physicalrecordextract

incorporates

is aveiled

state of

can beconverted

into

containsreference

toPhysicalrecord

Electronicrecord

1-*

1

*

1

*

1

1

1-*

1

1

*

1

ClassificationScheme

1

1*1-*

Exactly oneMany (zero or more)One or more

KEY

Electronicdocument

copy

is a copy of

Physicaldocument

copy

can beconverted

into

1-*

1-*

1

1

1-*

Retentionschedule

Electronicvolume orHybrid vol.

Physical filevolume

may bedivided into

contains contains1

1-*

Class

1-*

is madeup of1

contains1

defines theend point of1

1-*

is at a1

is atend ofis at

end of

1

1-*

appliesto

appliesto

appliesto

Retentionschedule

is hierarchicallysuperior to

1-*

1-*

1-*1-*

1-*

1

*

1

1-*

1-*

1-*

1-*1-*

*

11

*

1

*1

1-*

1

1

1-*

1-*

1

Electronicrecordextract

1

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

MoReq• Correspondence to DC and Pittsburgh Correspondence to DC and Pittsburgh

metadatametadata

Obtaining Copies of MoReq• Will be sent by e-mail to all Will be sent by e-mail to all

conference participantsconference participants

• Download fromDownload from

http://http://www.www.cornwell.co.uk/cornwell.co.uk/moreqmoreq

http://www.ISPO.cec.be/idahttp://www.ISPO.cec.be/ida

http://www.dlmforum.eu.orghttp://www.dlmforum.eu.org

Paper copies will be published by Paper copies will be published by OPOCEOPOCE

today

soon

soon

Paul E. MurphyPaul E. Murphy

IDA programmeIDA programme

European CommissionEuropean Commission

rue de la Loi, 200 (SC 15 02/65)rue de la Loi, 200 (SC 15 02/65)

1040 Brussels, Belgium1040 Brussels, Belgium

fax: +32 2 299 0386 fax: +32 2 299 0386

e-mail: Paul-E.Murphy@cec.eu.inte-mail: Paul-E.Murphy@cec.eu.int