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The Synercon Group February 12, 2014 a.k.a.® software supporting innovation in information governance National Archives of Australia Industry Innovation Showcase

a.k.a.® softwaresupporting innovation in information governance

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Page 1: a.k.a.® softwaresupporting innovation in information governance

The Synercon GroupFebruary 12, 2014

a.k.a.® softwaresupporting innovation in information governance

National Archives of AustraliaIndustry Innovation Showcase

Page 2: a.k.a.® softwaresupporting innovation in information governance

The principal standard for records management was ISO 15489

Records authorities were developed following the DIRKS methodology

Organisations aspired to Enterprise eCM (using TRIM, Objective, eDocs)

Classification primarily by means of File Plans comprising:

Functional classification at top levelsSubject classification at lower levels or free text

Our world when we developed a.k.a.® 2

Page 3: a.k.a.® softwaresupporting innovation in information governance

Globalization of business rules Information governance – a bigger picture than

recordkeeping The upsurge of SharePoint, bringing major

variations to information architectures The demand by business for metadata and

controlled terminology Information management in place - the rise

of business systems, and the demise of enterprise Digital transition policies / mandates New technologies for automation

The drivers that influenced a.k.a.® 3

Page 4: a.k.a.® softwaresupporting innovation in information governance

How a.k.a.® information governance software works

Page 5: a.k.a.® softwaresupporting innovation in information governance
Page 6: a.k.a.® softwaresupporting innovation in information governance

a.k.a.® was designed as …

A development environment for subject matter specialists to design and build metadata and schemes

A utility to transform

schemes into machine readable formats

and

Page 7: a.k.a.® softwaresupporting innovation in information governance

a.k.a.® supports database design standards

Page 8: a.k.a.® softwaresupporting innovation in information governance

How a.k.a.® supports innovation

Page 9: a.k.a.® softwaresupporting innovation in information governance

Systems are changing

Enterprise ECM systems

Local Busines

s Systems

Page 10: a.k.a.® softwaresupporting innovation in information governance

"One of the most powerful and intriguing abilities of SharePoint are the many ways SharePoint provides for you to display, retrieve and consume information. I believe this is the single biggest reason SharePoint has become the de facto enterprise content management system today. Until another product comes along that challenges Microsoft’s innovation in this arena, SharePoint will continue to be the most popular tool for ECM."

SharePoint Blogger

Page 11: a.k.a.® softwaresupporting innovation in information governance
Page 12: a.k.a.® softwaresupporting innovation in information governance

Information models are changing

Files

Documents

Page 13: a.k.a.® softwaresupporting innovation in information governance

Metadata view (facetted classification)

Functional view (documents in context)

Document type view

Page 14: a.k.a.® softwaresupporting innovation in information governance

Demand for metadata is increasing

Free text

Controlled lists

Page 15: a.k.a.® softwaresupporting innovation in information governance

a.k.a.® metadata library

Page 16: a.k.a.® softwaresupporting innovation in information governance

Enterprise DNA

Enterprise Standards for MetadataI.e. master data, data dictionary, or authoritative

data source.

Page 17: a.k.a.® softwaresupporting innovation in information governance

Information architecture

- the structural design of shared information

environments

Controlled Lists

Taxonomies

Thesauri

Complex Reference models

Page 18: a.k.a.® softwaresupporting innovation in information governance

Digital transition

Human

Machine

Page 19: a.k.a.® softwaresupporting innovation in information governance

Information governance requirements are changing

Information governance

Data protectio

n

Knowledge

management

Records keeping

Page 20: a.k.a.® softwaresupporting innovation in information governance

Functional metadata

Descriptive

Adminis-trative

Structural

Page 21: a.k.a.® softwaresupporting innovation in information governance

Building rules into metadata models

Metadata registry:- a central location in an organization where metadata definitions are stored and maintained in a controlled method.

Page 22: a.k.a.® softwaresupporting innovation in information governance

Online Publishing

http://www.naa.gov.au/records-management/publications/AGIFT.aspx

Page 23: a.k.a.® softwaresupporting innovation in information governance

Digital Transition

User applied

classification

Auto-classificati

on

Page 24: a.k.a.® softwaresupporting innovation in information governance

Capturing metadata

Metadata capture

Auto-classificati

on

Type ahead (controlled lists) Auto fill (connected data

models) Inheritance/integration

Passing data between systems

Mapping Cross walks Folksonomies

Retrospective capture OCR/ICR Pre-classified Templates &

forms

Text analytics Rules

based Statistical

Page 25: a.k.a.® softwaresupporting innovation in information governance

Machine based appraisal

Identify business metadata used across the organisation

Flag significant metadata in a.k.a.® and link to retention rules

Output rules into a text analysis tool

Flag significant documents for digital preservation

Page 26: a.k.a.® softwaresupporting innovation in information governance

www.synercon.co

Information Governance Resources

www.a-k-a.co

a.k.a.® solutions/ case studies

[email protected]

For more information