 Meeting Schedule | ||||
| 9:00 AM -- 10:00 AM | Opening Session David Bearman | |||
| WORKING SESSIONS: | ||||
| 10:30 AM -- 2:45 PM | I. Definitions of Electronic Records Chair: Glenda Acland Presenters:
Wendy Duff, Richard Cox: Research Issues in Warrant | |||
| Two major North American research projects have posited quite similar definitions of electronic records derived from quite different sources -- the University of Pittsburgh from the "warrant" of the literature of the legal, auditing, and information technology professions, and the University of British Columbia from the "warrant" of archives. What further research is suggested by the two definitions? What common issues raised by both about how systems will need to recognize records and how records can be preserved as records across time? The presenters will suggest how they believe these research questions should be addressed and workshop participants will identify additional questions that they feel need to be answered in the identification of electronic records and the research that would best address them. | ||||
| 3:15 PM -- 6:15 PM | II. Developing Policy Frameworks Chair: Gertrude Long Presenters:
Research Issues in Policy Development in the Netherlands Luisa Moscato: Research Issues in Australian Approaches to Policy Development Greg O'Shea: Research Issues in Strategic Approaches to Policy Development | |||
| Once we have decided for our organizations what an electronic records is, grappling with electronic records involves establishing new policies or re interpreting existing policy frameworks to encompass new forms of business communication. Because organizational policies are grounded in laws and standards, the process of constructing rules and expectations may begin at the organizational level but work its way upwards and outwards to the society and down into work group and individual practices. The presenters have developed policy frameworks at all levels and will address the issues unanswered by their work and the research required to generalize their findings. Workshop participants will contribute from their own experience additional questions about policy frameworks that need to be addressed and reach conclusions. | ||||
| 8:30 AM -- 12:30 PM | III. Record Creating Events Chair: Steve Stuckey Presenters:
William E. Underwood: Research Issues in Records Management Theory, Modeling, and Practice | |||
| Articulating what a record is, and formulating policies, helps people but does not in itself help systems. The systems must be able to identify record creating events. Approaches to identifying record creating events in current business systems being created and tested have used both workflow management and artificial intelligence. Much remains to be done both to refine methods of business systems analysis, generalize on systems factors involved in defining records boundaries, and implement real world systems capable of distinguishing the beginning and end of record creating events. Participants will identify other issues that impact on when a communication creates a record and try to reach consensus on approaches to further research in this area. | ||||
| 1:30 PM -- 5:30 PM | IV. Capturing Records Chair: Seamus Ross Presenters:
John McDonald: Research Issues in Interfaces for the Capture of Business Processes | |||
| Where does the data that makes a record evidence come from and how is it captured? Research on metadata and on the contribution that can be made by workflow methods to the documentation of context have addressed some of the outstanding issues and exposed new problems. Presenters will explore these and their ideas for moving forward before participants extent the agenda and work on strategies for further research on records capture. | ||||
| 8:30 AM -- 12:30 PM | V. Maintaining and Using Records Chair: Liisa Fagerlund Presenters:
Research Issues in Migration and Long-term Preservation Anne Marie Makarenko: Research Issues in Systems Implementation, Risks, and Tradeoffs Alan Murdock: Research Issues in Migration Strategies within an Electronic Archive | |||
| If we capture electronic records, we are only faced with the question of how to manage them in complex systems environments over time. Approaches to this management taken by researchers have included modeling environments for records management and developing frameworks for records migration which are still far from satisfactory. Presenters have thought through many of the questions and defined some approaches which might illuminate the subject, but it is certain that participants will add many more research issues here and that a variety of different research approaches will be required to reach conclusions on the range of management issues we confront. | ||||
| 1:30 PM -- 3:00 PM | VI. Defining Consensus Chair: Gerald George Panel: Glenda Acland, Liisa Fagerlund, Gertrude Long, Seamus Ross, Steve Stuckey | |||
| Chairs for the workshops will be asked to reflect on what consensus we've achieved and what problems we still face in finding common ground from which to launch collaborative research. | ||||
| 3:30 -- 4:30 PM | VII. Issues for Future Research [an open discussion] Chair: David Bearman | |||
| In addition to the topics addressed in workshops at this meeting there are numerous other areas of uncertainty surrounding the use of electronic records in contemporary society. No doubt some of these will have bedeviled us during the week; others will be brought up in this session for the first time. Participants will have been asked to raise issues prior to and during the meeting for a moderated discussion in this final session. | ||||
16 June 1997