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Electronic document and records management system (EDRMS) is a type of content management system and refers to the combined technologies of document management and records management systems as an integrated system.
Typically, systems consider a document or file to be a work-in-progress until it has undergone review, approval, lock-down, and (potentially) publication, where it will wait to be used. The version of the form that is saved containing user content will become a formal record within the organization.
Once a document achieves the status of a record, the organization may apply best-practice or legally enforced retention policies which state how the second half of the record life-cycle will progress. This typically involves retention (and protection from change), until some events occur which relate to the record and which trigger the final disposition schedule to apply to the record. Eventually, typically at a set time after these events, the record undergoes destruction.
A range of software vendors offer these systems at an enterprise level (i.e. targeted at managing all documents and records within an enterprise). [1]
These vendors have historically provided electronic document management systems and have acquired smaller records management system companies. The seamlessness of the integration and the original intention of the records-management component to manage electronic records typically sets the complexity of deploying and potentially of using the final system.
Notable professional organizations for documents and records include:
A document management system (DMS) is usually a computerized system used to store, share, track and manage files or documents. Some systems include history tracking where a log of the various versions created and modified by different users is recorded. The term has some overlap with the concepts of content management systems. It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.
Knowledge management (KM) is the collection of methods relating to creating, sharing, using and managing the knowledge and information of an organization. It refers to a multidisciplinary approach to achieve organizational objectives by making the best use of knowledge.
A content management system (CMS) is computer software used to manage the creation and modification of digital content . A CMS is typically used for enterprise content management (ECM) and web content management (WCM).
Content management (CM) are a set of processes and technologies that support the collection, managing, and publishing of information in any form or medium. When stored and accessed via computers, this information may be more specifically referred to as digital content, or simply as content.
Enterprise application integration (EAI) is the use of software and computer systems' architectural principles to integrate a set of enterprise computer applications.
Records management, also known as records and information management, is an organizational function devoted to the management of information in an organization throughout its life cycle, from the time of creation or receipt to its eventual disposition. This includes identifying, classifying, storing, securing, retrieving, tracking and destroying or permanently preserving records. The ISO 15489-1: 2001 standard defines records management as "[the] field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records".
Enterprise content management (ECM) extends the concept of content management by adding a timeline for each content item and, possibly, enforcing processes for its creation, approval, and distribution. Systems using ECM generally provide a secure repository for managed items, analog or digital. They also include one methods for importing content to manage new items, and several presentation methods to make items available for use. Although ECM content may be protected by digital rights management (DRM), it is not required. ECM is distinguished from general content management by its cognizance of the processes and procedures of the enterprise for which it is created.
Micro Focus Content Manager is an electronic document and records management system (EDRMS) marketed by Micro Focus.
Information lifecycle management (ILM) refers to strategies for administering storage systems on computing devices.
Product information management (PIM) is the process of managing all the information required to market and sell products through distribution channels. This product data is created by an internal organization to support a multichannel marketing strategy. A central hub of product data can be used to distribute information to sales channels such as e-commerce websites, print catalogues, marketplaces such as Amazon and Google Shopping, social media platforms like Instagram and electronic data feeds to trading partners. Moreover, the significant role that PIM plays is reducing the abandonment rate by giving better product information.
Enterprise content integration (ECI) is a marketing buzzword for middleware software technology. It is often used within large organizations, that connect various types of computer systems that manage documents and digital content. ECI systems often work in tandem with other technologies such as enterprise content management, document management, groupware, and records management. It takes a decentralized approach in order to manage content from various resources. ECI implementations exist on a tier above the organization's existing software and provide wide-ranging search, indexing, and access functions.
An enterprise portal, also known as an enterprise information portal (EIP), is a framework for integrating information, people and processes across organizational boundaries in a manner similar to the more general web portals. Enterprise portals provide a secure unified access point, often in the form of a web-based user interface, and are designed to aggregate and personalize information through application-specific portlets.
Electronic discovery refers to discovery in legal proceedings such as litigation, government investigations, or Freedom of Information Act requests, where the information sought is in electronic format. Electronic discovery is subject to rules of civil procedure and agreed-upon processes, often involving review for privilege and relevance before data are turned over to the requesting party.
Governance, risk management and compliance (GRC) is the term covering an organization's approach across these three practices: governance, risk management, and compliance.
Email archiving is the act of preserving and making searchable all email to/from an individual. Email archiving solutions capture email content either directly from the email application itself or during transport. The messages are typically then stored on magnetic disk storage and indexed to simplify future searches. In addition to simply accumulating email messages, these applications index and provide quick, searchable access to archived messages independent of the users of the system using a couple of different technical methods of implementation. The reasons a company may opt to implement an email archiving solution include protection of mission critical data, to meet retention and supervision requirements of applicable regulations, and for e-discovery purposes. It is predicted that the email archiving market will grow from nearly $2.1 billion in 2009 to over $5.1 billion in 2013.
Documentum is an enterprise content management platform currently developed by OpenText. EMC acquired Documentum for US$1.7 billion in December 2003. The Documentum platform was part of EMC's Enterprise Content Division (ECD) business unit, one of EMC's four operating divisions.
Document Capture Software refers to applications that provide the ability and feature set to automate the process of scanning paper documents or importing electronic documents, often for the purposes of feeding advanced document classification and data collection processes. Most scanning hardware, both scanners and copiers, provides the basic ability to scan to any number of image file formats, including: PDF, TIFF, JPG, BMP, etc. This basic functionality is augmented by document capture software, which can add efficiency and standardization to the process.
Security information and event management (SIEM) is a field within the field of computer security, where software products and services combine security information management (SIM) and security event management (SEM). SIEM is the core component of any typical Security Operations Center (SOC), which is the centralized response team addressing security issues within an organization.
Medical image sharing is the electronic exchange of medical images between hospitals, physicians and patients. Rather than using traditional media, such as a CD or DVD, and either shipping it out or having patients carry it with them, technology now allows for the sharing of these images using the cloud. The primary format for images is DICOM. Typically, non-image data such as reports may be attached in standard formats like PDF during the sending process. Additionally, there are standards in the industry, such as IHE Cross Enterprise Document Sharing for Imaging (XDS-I), for managing the sharing of documents between healthcare enterprises. A typical architecture involved in setup is a locally installed server, which sits behind the firewall, allowing secure transmissions with outside facilities. In 2009, the Radiological Society of North America launched the "Image Share" project, with the goal of giving patients control of their imaging histories by allowing them to manage these records as they would online banking or shopping.
A human resources management system (HRMS) or Human Resources Information System (HRIS) or Human Capital Management (HCM) is a form of Human Resources (HR) software that combines a number of systems and processes to ensure the easy management of human resources, business processes and data. Human resources software is used by businesses to combine a number of necessary HR functions, such as storing employee data, managing payroll, recruitment, benefits administration, time and attendance, employee performance management, and tracking competency and training records.