• Title/Summary/Keyword: retention schedule

Search Result 29, Processing Time 0.042 seconds

Effective Corporate Electronic Record Management with KM Governance (KM 거버넌스 기반의 기업 전자기록물 관리 최적화 전략 연구)

  • Jeong, Ki-Ae;Nam, Young-Joon
    • Journal of Information Management
    • /
    • v.38 no.3
    • /
    • pp.161-181
    • /
    • 2007
  • Since 1990s, major corporations and public organizations have actively implemented their own knowledge management, by which they develop new businesses and enhance organizational efficiencies. However, their knowledge management processes are sometimes isolated or mismatched with their record management systems and reveal many problems to operate and maintain them effectively. This paper analyzes the current status and problems of corporate knowledge management. Next, it proposes the necessity and the methods to integrate knowledge management and records management in order to transform corporate records as useful knowledge resources. Aligning corporate record management strategies with knowledge management policies enables to improve the management of corporate electronic records. Especially, the implementation of record retention schedule based on the life cycle management of records is emphasized as a KM governance strategy and method to manage corporate records effectively.

A Study on the Practical Design of Citizen Participatory Appraisal (시민참여형 평가의 실천적 설계를 위한 연구)

  • Lee, Kyong Rae
    • Journal of Korean Society of Archives and Records Management
    • /
    • v.20 no.2
    • /
    • pp.21-40
    • /
    • 2020
  • Citizen participatory appraisal is a methodology of record practice that draws citizen participation in the evaluation process in various forms based on evaluation documentation. This study aims to address practical concerns about what kind of citizen participatory appraisal can be used locally and what specific design can be drawn. To this end, this study designs specific measures for citizens to recognize and monitor the responsibility of the national archives in the domestic record appraisal environment, focusing on thorough appraisal documentation and disclosure, the introduction of public consultation, and the initiative of citizen agenda.

A Study of Activity Participation Level and Functional Disability for The Elderly Aged Over 65 years (65세 이상 노인의 참여활동수준과 기능장애에 관한 연구)

  • Park, Kyoung-Young;Shin, Su-Jung
    • Journal of Convergence for Information Technology
    • /
    • v.10 no.9
    • /
    • pp.222-228
    • /
    • 2020
  • The purpose of this study was to investigate activity participation level and functional disability based on ICF for the elderly aged over 65 years. Subjects were 100 senior citizens. We performed data collection using Korean Activity Card Sorting(KACS) and World Health Organization Disability Assessment Schedule 2.0(WHODAS 2.0). Data were analyzed using descriptive statistics, Pearson's correlation, multiple regression. As a result of the survey of activity participation levels, retained level of activity participation of instrumental activity was highest at 75.06%. Among the WHODAS 2.0 sub-domain, 'getting along with people', 'participation in society' had the most difficulties and 'self-care', 'life activities' were the lowest. An analysis of the correlation between the activity retention rate and functional disability showed that there was a significant negative correlation. Significant factors influencing functional disability were activity participation level of social activity, instrumental activity and main work(retirement). We confirmed that activity participation level was important factor on functional disability. Further, we need standardization study for generalization.

CASH FLOW FORECASTING IN CONSTRUCTION PROJECT (건설공사에서의 현금흐름 예측)

  • Park Hyung-Keun
    • Proceedings of the Korean Institute Of Construction Engineering and Management
    • /
    • autumn
    • /
    • pp.35-41
    • /
    • 2002
  • This research introduces the development of a project-level cash flow forecasting model in construction stage based on the planned earned value and the cost from a general contractors view on a jobsite. Most previous models have been developed to assist contractors in their pre-tendering or planning stage cash flow forecasts. The critical key to cash flow forecasting at the project level is how to build a cash-out model. The basic concept is to use moving weights of cost categories in a budget over project duration. The cost categories are classified to compile resources with almost the same time lags that are based on contracting payment conditions and credit times given by suppliers or venders. For cash-in, net planned monthly-earned values are simply transferred to the cash-in forecast, to be applied there with billing time and retention money. Validation of the model involves applying data from on-going 4 projects in progress for 12 months. Based on the results of the comparative analyses through the simulation of the proposed model and the existing models, the proposed model is more accurate, flexible and simpler than traditional models to the employee of construction jobsite who is not oriented financial knowledge.

  • PDF

A Study of Today's Concept and Application of the Principle of the Provenance in Archives management (출처주의의 새로운 경향과 적용에 관한 연구)

  • Bang, Hyo-Soon
    • Journal of Korean Society of Archives and Records Management
    • /
    • v.2 no.2
    • /
    • pp.69-92
    • /
    • 2002
  • The objective of this study is to examine the re cent trend of the interpretation of the Principle of the Provenance in today s new environment of Archives Management and to identify the effective way of the application of the Principle of Provenance to Archives Management. Because of the continued change and the flexibility of the administrative organization and the development of information network, the traditional concept of the Principle of Provenance which put emphasis on a single creator and the physical entity of the archives has been gradually modified to a rather conceptual, abstract and realistic one. A method to apply the recent concept of the Principle of Provenance is to separate the descriptions of the record entity, the creators and the context and use the organic linkage of the separated description areas. Also we can control the provenance from the current stage or even from the pre-current stage by utilizing the classification scheme and the retention schedule. In case of the electronic records, we can manage the provenance and the context by using metadata inherent in the computerized information system. Above all it is critical that we need to structure and control the provenance by building the Korean rules for archival description corresponding to the international standards. And it is another an essential point that we have to develop a guideline for constructing the fond and maintaining its consistency.

A Case Study on Documentation Strategy Applying the Institutional Functional Analysis Methodology (기관기능분석 방법론을 적용한 기록화 전략 사례 연구 미국 의회 기록화 프로젝트를 중심으로)

  • Kim, Jang-hwan
    • The Korean Journal of Archival Studies
    • /
    • no.44
    • /
    • pp.5-49
    • /
    • 2015
  • Although a study on documentation strategy has been steadily releasing recently in the archival study field, it is rare that the cases or studies applying the institutional functional analysis methodology that Helen Samuels had suggested. The institutional functional analysis is a methodology to provide a comprehensive understanding of the record by defining the essential features of the institution at a macro level. The documentation area derived from the institutional functional analysis functions as a priori framework for an archivist to select and keep the records of the institution. In other words, by analyzing the function of the institution through the institutional functional analysis methodology, it makes possible to identify the functions not covered under the current records retention schedule at a macro level ensuring accountability of the organization's business activities. The documentation project of the United States is a prime example to comply with this background. In this study, by analyzing the case of the United States Congress, it is proposed the derived implications for applying the institutional functional analysis to the National Assembly of the Republic of Korea, where is the similar national institution to the U.S. Congress. For this purpose, firstly, the theoretical debate on the institutional functional analysis as the previous studies. Secondly, the documentation project of the United States Congress has been case analyzed by each function according to the institutional functional analysis. Thirdly, on the basis of the case study results, the implications are derived and it is suggested that the documentation areas applicable to the National Assembly of the Republic of Korea.

A Study on Local Records Management in Japan : Focusing on the Enactment of Records Management Ordinance and the Improvement of Archives (일본의 지방기록관리 연구 기록관리 조례 제정과 아카이브 정비 사례를 중심으로)

  • Yi, Kyoung Yong
    • The Korean Journal of Archival Studies
    • /
    • no.50
    • /
    • pp.389-423
    • /
    • 2016
  • This paper aims at examining the local records management under the influence of the Public Archives Act established in 2009 through a case study of prefectures and large cities with prefectural level dominions in Japan. The records management in local government has been carried out on the basis of 'the document management rule' in administrative agencies without the public archives management law. Modification of laws and ordinances in relation with records and archives management and reorganization of archives are proceeding to realize 'proper records management' in local government. Even if the content and levels are varied due to the situational conditions of local governments, the unitary records management system covering 'current and non-current' records is being adopted through the establishment of records management ordinances. In the process, local archives are pursuing strengthening and extension of their authorities and functions on records management. In addition, it is identified that observation of the provisions of records management ordinance is reinforced with public announcement of retention schedule and operation of public records management committees. These changes in local governments reflect the thought that administrative records are the intellectual property of the public and the intent of the law that accountability for the public should be achieved through the proper records management.

A practical analysis approach to the functional requirements standards for electronic records management system (기록관리시스템 기능요건 표준의 실무적 해석)

  • Yim, Jin-Hee
    • The Korean Journal of Archival Studies
    • /
    • no.18
    • /
    • pp.139-178
    • /
    • 2008
  • The functional requirements standards for electronic records management systems which have been published recently describe the specifications very precisely including not only core functions of records management but also the function of system management and optional modules. The fact that these functional requirements standards seem to be similar to each other in terms of the content of functions described in the standards is linked to the global standardization trends in the practical area of electronic records. In addition, these functional requirements standards which have been built upon with collaboration of archivists from many national archives, IT specialists, consultants and records management applications vendors result in not only obtaining high quality but also establishing the condition that the standards could be the certificate criteria easily. Though there might be a lot of different ways and approaches to benchmark the functional requirements standards developed from advanced electronic records management practice, this paper is showing the possibility and meaningful business cases of gaining useful practical ideas learned from imaging electronic records management practices related to the functional requirements standards. The business cases are explored central functions of records management and the intellectual control of the records such as classification scheme or disposal schedules. The first example is related to the classification scheme. Should the records classification be fixed at same number of level? Should a record item be filed only at the last node of classification scheme? The second example addresses a precise disposition schedule which is able to impose the event-driven chronological retention period to records and which could be operated using a inheritance concept between the parent nodes and child nodes in classification scheme. The third example shows the usage of the function which holds or freeze and release the records required to keep as evidence to comply with compliance like e-Discovery or the risk management of organizations under the premise that the records management should be the basis for the legal compliance. The last case shows some cases for bulk batch operation required if the records manager can use the ERMS as their useful tool. It is needed that the records managers are able to understand and interpret the specifications of functional requirements standards for ERMS in the practical view point, and to review the standards and extract required specifications for upgrading their own ERMS. The National Archives of Korea should provide various stakeholders with a sound basis for them to implement effective and efficient electronic records management practices through expanding the usage scope of the functional requirements standard for ERMS and making the common understanding about its implications.

A Study on the Records and Archives Management System in Japan : Focusing on the Electronic Public Documents Management (일본의 기록관리 제도 연구 법령과 전자공문서 관리를 중심으로)

  • Yi, Kyoung Yong
    • The Korean Journal of Archival Studies
    • /
    • no.45
    • /
    • pp.219-253
    • /
    • 2015
  • The Records Management System in Japan has been developed to a comprehensive and unitary records management system based on the records life-cycle principle from the enactment of 'the Public Records and Archives Management Act' in 2009 and its implementation in April, 2011. The scope of objects has also been extended to documents of independent administrative institutions and specific confidential documents on diplomacy and defense. In addition, a series of Electronic Documents Management Systems have been built for the transfer of electronic records to the National Archives of Japan, which is called the Electronic Records Archives of Japan, in connection with the records and archives management systems covering creation, management, transfer, preservation, and use of electronic records. This paper deals with the core contents and characteristics of the records management system of Japan, focusing on the operational structure of the records and archives management law and electronic documents management. Firstly, The Cabinet Office and professional groups in records and archives management started to work on reformation of the records management system from 2003 and resulted in enactment of the Public Records and Archives Management Act in 2009. In that sense, the Public Records and Archives Management Act can be evaluated as a result of constant activities of the records management community in Japan for realization of accountabilities of government agencies to the general public. Secondly, the Public Records Management Act of Japan has a coherent multi-layer structure from the law, enforcement ordinances, guidelines, and to institutional documents management regulations in the operational system. This is a systematic structure for providing practical business units of each administrative agency with detailed standards on the basis of guidelines and making them to prepare their own specific application standards related to their unique businesses. Unlike the past, the National Archives of Japan became to be able to identify specific historial documents which should be transferred to the archives by selecting important historical records as early as possible after creating and receiving them in each institution through the retention schedule. Thirdly, Japan started to operate a system in regard to electronic records transfer and preservation in 2011. In order to prepare for it, each administrative agency has used EDMS in creation and management of electronic records. A Guideline for the Standard Format and Media released by the Cabinet Office in 2010 is also for the transfer of electronic records to the Electronic Records Archives of Japan. In future, it is necessary to conduct further studies on activities of the records and archives management community in Japan, relating to long-term preservation and use of electronic records.