Last update: 01/2004
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What is IDA MOREQ?
Objectives
How does it work?
Achievements
Who benefits?
The role of IDABC
Technical information
Documentation
What is IDA MOREQ?
Model Requirements (MOREQ) is a comprehensive specification of the functional requirements for the management of electronic records. MOREQ specifies a model of how file classifications, records, documents, retention schedules, etc. relate to each other. It is applicable to both electronic and hybrid files (i.e. files containing both electronic and paper records). MOREQ assumes that all of these will be managed by a system called an ERMS - Electronic Records Management System. But it is not a technical specification for an ERMS - only for what the ERMS should do. MOREQ supports the management of electronic records with the desired levels of confidence and integrity, by combining both the advantages of electronic ways of working with traditional records management principles. Its pragmatic approach also includes non-functional requirements, such as document management, workflow, digital preservation and other related issues.
MOREQ was designed with the support of a guiding team of experts from several European countries, with international validation organisations from both the private and public sectors.
MOREQ is applicable in all countries and sectors where there is a requirement to manage electronic record holdings or provide training in records management.
MOREQ was launched following a request from the DLM-Forum. DLM now stands for 'Document Lifecycle Management' rather than the original meaning of 'Données Lisibles par Machine'. The DLM-Forum is managed by the Historical Archives of the European Commission and was set up following the conclusions of the European Council (94/C 235/03) of 17 June 1994 concerning greater cooperation in the field of archives.
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Objectives
MOREQ is written to help those, whether in the public or private sectors, who wish to procure or develop an electronic records management system, or otherwise manage their electronic records holdings.
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How does it work?
MOREQ is a generic and modular specification. This means that you can add additional functionality relevant to your particular situation or, remove, as required, the optional aspects from MOREQ. Essentially, the text of MOREQ provides a list of records management requirements by function. These are indicated as either 'mandatory' or 'desirable'. Readers are free to take the text and remove from it those requirements that are not relevant to their situation and to add additional requirements applicable to their specific needs.
MOREQ also includes a comprehensive metadata model for managing records.
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Achievements
Since their preparation in 2001 the requirements (i.e. 390 requirements and a 127 element metadata model in a 100-page document) are available in English, and have been translated into Dutch, Italian, Portuguese and Spanish, with more translations planned. MOREQ is freely available for download from the IDABC website and has been published in paper format by OPOCE, the EU publications office.
In addition, MOREQ has been widely promoted both in Europe and abroad, notably during the DLM-Forum 2002 held in Barcelona in May 2002.
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Who benefits?
Potential and actual ERMS users: Those in the public and private sectors that need to procure or develop an electronic records management system, or provide training or guidance on electronic records.
In particular, the MOREQ specification can be beneficial to:
- Potential ERMS users: as a basis for preparing an invitation to tender;
- ERMS users: as a basis for auditing or checking an existing ERMS;
- Training organisations: as a reference document for preparing records management training, and as course material;
- Academic institutions: as a teaching resource;
- ERMS suppliers and developers: to guide product development by highlighting functionality required;
- Record management service providers: to guide the nature of the services to be provided.
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The role of IDABC
MOREQ is a technology solution developed and financed by the IDABC Programme.
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Technical information
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Project start date
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1999
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Project completion date
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2001
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Project status
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Available
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IDA budget
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1999 € 148,000
2003 € 75,000
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Responsible service
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DG Enterprise and Industry - IDABC Unit
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Contact
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idabc@ec.europa.eu
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Countries involved
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All EU Member States
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Documentation on MOREQ
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