AIIM TR48

W/D NO S/S

The scope of this report is a framework for the integration ofElectronic Document Management Systems (EDMS) and ElectronicRecords Management Systems (ERMS). The report deals with what isrequired for EDMS and ERMS to integrate and interoperate. Thereport 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 InformationManagement solution. At the time of printing, the term EnterpriseContent Management (ECM) describes the full range of systems usedto manage content regardless of application, electronic media,purpose, or audience. Key components of an ECM solutioninclude:

• 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 integratedwith the ERMS component as illustrated in Figure 1.

The committee decided to confine the scope of this TechnicalReport only to the integration of EDMS and ERMS plus workflowbecause EDMS are the most common and mature of all ECMcomponents.

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

Purpose and Audience

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

The primary audience for this report is the policy and decisionmakers within an organization who deploy document-based informationsystems to meet both productivity and regulatoryrequirements. In typical organizations these may be ChiefInformation Officers, Chief Technology Officers, Chief FinancialOfficers, 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 reportuseful.

Edition:

06

Published:

11/06/2006

ANSI:

ANSI Approved

Number of Pages:

64