irislink 2009 1 3 february 2009 european commission secretariat-general sg-b-5 document management...

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IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at the European Commission Peter Handley Head of Unit SG.B5

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Page 1: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 1 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Electronic records and archives management at

the European Commission

Peter Handley Head of Unit SG.B5

Page 2: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 2 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

What is the European Commission’s electronic records and archives management policy?

The challenges: organisational change and staff acceptance

The challenges: the development of efficient, user friendly tools

Co-operation with other Institutions and Member States

Page 3: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 3 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

The starting point (2000): a diverse and decentralised paper based records management culture

The objective: a modern, trustworthy, transparent and efficient electronic records and archives management

Contribution to risk management and business continuity

The means: new rules, a new organisational structure, new tools, ….

E-Domec: a Commission wide project that has consequences for the organisation and its staff at all levels

The European Commission’s electronic records and archives management policy

Page 4: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 4 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

E-Domec

Registration

Production /

Reception

Filing

Preservation

Elimination /

Transfer to

Historical Archives

ARES (2008) 2438

ARES (2008) 2438

Page 5: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 5 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Assigning responsibility for records and archives management at different levels

Achieving a uniform application of the new rules across all Commission departments

Staff awareness and acceptance: Involving staff at all levels Explaining the rules and why we need them Training User friendly applications

Change in culture, working methods ……

CHALLENGES: organisational change & staff acceptance

Page 6: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 6 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Management of a large project in a multinational organisation

Reconciling the interests of different stakeholders

Meeting different expectations (records managers, IT specialists, management, users)

…..

IT application In-house development based on Documentum Modular approach Central database …..

CHALLENGES: the development of IT tools

Page 7: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 7 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Policy: monitoring and review

Progressive roll-out across the Commission of the new EDRMS between 2008 and 2010

Continued development: Preservation and historical archives

Integration with other applications Public register ….

STATE OF PLAY

Page 8: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 8 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Electronic signature

Document management and

E-mail

Collaborative work

Other business processes (financial circuits, legislative procedures…)

Future orientations

Page 9: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 9 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Interinstitutional cooperation on archives

European Archives Group

European projects: legal database, an internet portal for archives in Europe, ..

DLM Forum and Moreq2

CO-OPERATION WITH OTHER INSTITUTIONS AND THE MEMBER STATES

Page 10: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 10 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Page 11: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 11 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Some interesting linksSome interesting links

E-Domec:

http://ec.europa.eu/transparency/edoc_management/index_en.htm

Archival Policy:

http://ec.europa.eu/transparency/archival_policy/index_en.htm

DLM Forum:

http://www.dlm-network.org

EURONOMOS:

http://www.euronomos.org/

Page 12: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 12 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

Informal collaboration

work & records

management

Long-term preservation

E-mails

In-house development

or off the shelf

Change and project

managem

ent in large

organisations

Page 13: IRISLink 2009 1 3 February 2009 EUROPEAN COMMISSION SECRETARIAT-GENERAL SG-B-5 Document Management Policy Electronic records and archives management at

IRISLink 2009 13 3 February 2009

EUROPEAN COMMISSIONSECRETARIAT-GENERAL

SG-B-5 Document Management Policy

common Repository

Are

s

CIS-Net

SG-Vista

HERMESD

G 1

DG

2 DG

1

DG 2

DG

2

DG 1

Ap

plicatio

n N

NOMCOM