MoReq2
Encyclopedia
MoReq2 is short for “Model Requirements for the Management of Electronic Records”, second version. It consists of a formal requirements specification
for a generic electronic records management system
, accompanied by testing documentation and related information. Published in 2008 by the European Commission
, it is intended for use across the European Union
, but can be used elsewhere. MoReq2 is generally considered a de facto standard
, in Europe, but it does not have any formal status as a standard.
) and as a framework to guide development of new electronic records management systems. It can also be used to provide a baseline
for auditing existing electronic records management systems or services, and as a resource for academic or commercial trainers.
(a European not-for-profit body), following the development and publication of US DoD 5015.2
http://jitc.fhu.disa.mil/recmgt/standards.html by the United States Department of Defense
. MoReq was intended to serve the same function as 5015.2, namely to describe a good electronic records management system; but whereas 5015.2 was designed specifically for the US defence community, MoReq was designed from the outset to be useful across the European Union and in any sector or industry. 5015.2 and MoReq therefore differ because the former is a standard that defines the mandatory behaviours of a system, whereas MoReq provides guidelines that define the capabilities of a good generic system – not all of which need be mandatory in a specific instance.
Development of the first version of MoReq was funded by the European Commission, and took place during 2000. MoReq was developed by a team of consultants supported by and Editorial Board of international experts. The resulting specification, frequently referred to (informally) as MoReq1 http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=23_75067adade55e2da39ea036bc400a33f&Itemid=100&lang=en, was published in 2001.
MoReq1 was received enthusiastically, being the subject of about a dozen translations and adaptations http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=23_75067adade55e2da39ea036bc400a33f&Itemid=100&lang=en. However, its success was not accompanied by any form of governance or development; and there was no MoReq1 compliance testing programme. This prompted the DLM Forum to initiate the development of a major update, which was to become known as MoReq2.
Following the production of a scoping study report http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=24_62c73c27f6c7b320315bc93699f31b92&Itemid=38&lang=en, the European Commission funded development of MoReq2. The development was once again performed by consultants, this time supported by panels of volunteer reviewers as well as by an Editorial Board of international experts. The panels were drawn from:
The volunteer panellists were drawn from 35 countries, and over 100 contributed actively to the review process.
In March 2010, the DLM Forum signed a contract to develop a new version of MoReq, to be known as MoReq2010; this was published in mid-2011.
). It is at this time (May 2010) the only one worldwide.
In addition the MoReq2 structure allows for countries to develop country-specific, language-specific, or region-specific “Chapters Zero” that take account of linguistic differences, national and regional legislation, national standards etc.
Requirements specification
Requirements specification in systems engineering and software engineering is the direct result of a requirement analysis and can refer to*Software Requirements Specification*Hardware Requirements Specificationor both.-See also:*Design specification...
for a generic electronic records management system
Electronic Document and Records Management System
Electronic document and records management system is a type of content management system and refers to the combined technologies of document management and records management systems as an integrated system....
, accompanied by testing documentation and related information. Published in 2008 by the European Commission
European Commission
The European Commission is the executive body of the European Union. The body is responsible for proposing legislation, implementing decisions, upholding the Union's treaties and the general day-to-day running of the Union....
, it is intended for use across the European Union
European Union
The European Union is an economic and political union of 27 independent member states which are located primarily in Europe. The EU traces its origins from the European Coal and Steel Community and the European Economic Community , formed by six countries in 1958...
, but can be used elsewhere. MoReq2 is generally considered a de facto standard
De facto standard
A de facto standard is a custom, convention, product, or system that has achieved a dominant position by public acceptance or market forces...
, in Europe, but it does not have any formal status as a standard.
The purpose of MoReq2
The MoReq2 specification is intended for users and suppliers of electronic records management systems and services, and educators. Its main intended usages are to serve as a basis for invitations to tender (also known as requests for proposalRequest for Proposal
A request for proposal is issued at an early stage in a procurement process, where an invitation is presented for suppliers, often through a bidding process, to submit a proposal on a specific commodity or service. The RFP process brings structure to the procurement decision and is meant to...
) and as a framework to guide development of new electronic records management systems. It can also be used to provide a baseline
Baseline
A baseline is a line that is a base for measurement or for construction; see datum or point of reference .The word baseline may refer to:...
for auditing existing electronic records management systems or services, and as a resource for academic or commercial trainers.
Availability
All the components of MoReq2, as well as translations and Chapters Zero (see below), are free to download from the official MoReq website http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=10_f56391a0c9ea9456bf24e80b514f5dda&Itemid=36&lang=en. They are also available from several other websites. The requirements specification is also available in paper form from the European Commission as ISBN 978-92-79-09772-0.History
The original MoReq was first conceived in the late 1990s by the DLM ForumDLM Forum
The DLM Forum is a European membership community of Public Archives and parties interested in archives, records and information management throughout the European Union. Membership is open to all.- History :...
(a European not-for-profit body), following the development and publication of US DoD 5015.2
Design Criteria Standard for Electronic Records Management Software Applications
United States Department of Defense 5015.2-STD or the Design Criteria Standard for Electronic Records Management Software Applications was implemented in June 2002...
http://jitc.fhu.disa.mil/recmgt/standards.html by the United States Department of Defense
United States Department of Defense
The United States Department of Defense is the U.S...
. MoReq was intended to serve the same function as 5015.2, namely to describe a good electronic records management system; but whereas 5015.2 was designed specifically for the US defence community, MoReq was designed from the outset to be useful across the European Union and in any sector or industry. 5015.2 and MoReq therefore differ because the former is a standard that defines the mandatory behaviours of a system, whereas MoReq provides guidelines that define the capabilities of a good generic system – not all of which need be mandatory in a specific instance.
Development of the first version of MoReq was funded by the European Commission, and took place during 2000. MoReq was developed by a team of consultants supported by and Editorial Board of international experts. The resulting specification, frequently referred to (informally) as MoReq1 http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=23_75067adade55e2da39ea036bc400a33f&Itemid=100&lang=en, was published in 2001.
MoReq1 was received enthusiastically, being the subject of about a dozen translations and adaptations http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=23_75067adade55e2da39ea036bc400a33f&Itemid=100&lang=en. However, its success was not accompanied by any form of governance or development; and there was no MoReq1 compliance testing programme. This prompted the DLM Forum to initiate the development of a major update, which was to become known as MoReq2.
Following the production of a scoping study report http://dlmforum.eu/index.php?option=com_jotloader&view=categories&cid=24_62c73c27f6c7b320315bc93699f31b92&Itemid=38&lang=en, the European Commission funded development of MoReq2. The development was once again performed by consultants, this time supported by panels of volunteer reviewers as well as by an Editorial Board of international experts. The panels were drawn from:
- suppliers of electronic records management system software;
- users and potential users of software;
- National Archives;
- professional bodies and trade associations.
The volunteer panellists were drawn from 35 countries, and over 100 contributed actively to the review process.
In March 2010, the DLM Forum signed a contract to develop a new version of MoReq, to be known as MoReq2010; this was published in mid-2011.
Compliance testing
A compliance testing scheme was launched by the DLM Forum in Summer 2008 http://dlmforum.eu/index.php?option=com_content&view=article&id=25&Itemid=30&lang=en. This scheme allows suppliers of electronic records management systems to submit their products for formal compliance testing. Suppliers can choose any testing centre accredited by the DLM Forum, and the results are applicable across Europe. Compliance testing requires that the core MoReq2 requirements are met; at the option of the supplier, requirements of any combination of 13 the optional modules. The first software product which has been MoReq2-certified is (Fabasoft FolioFabasoft Folio Cloud
Fabasoft Folio Cloud is software for Cloud Computing. It was developed by Fabasoft in Linz, Austria and launched in January 2010. The product also features secure document management and teamwork applications...
). It is at this time (May 2010) the only one worldwide.
Key features
MoReq2 is designed specifically to be an evolutionary upgrade of MoReq1. In addition to specifying functional requirements for a good, generic, electronic records management system it includes:- Non-functional requirements.
- 13 “optional modules”, each of which defines requirements for a set of features that are often required in tight integration to electronic records management, such as document managementDocument management systemA document management system is a computer system used to track and store electronic documents and/or images of paper documents. It is usually also capable of keeping track of the different versions created by different users . The term has some overlap with the concepts of content management...
(thus providing the basis of a specification for an Electronic Document and Records Management SystemElectronic Document and Records Management SystemElectronic document and records management system is a type of content management system and refers to the combined technologies of document management and records management systems as an integrated system....
), faxFaxFax , sometimes called telecopying, is the telephonic transmission of scanned printed material , normally to a telephone number connected to a printer or other output device...
, collaborative working environmentCollaborative Working EnvironmentA collaborative working environment supports people in their individual and cooperative work. Research in CWE involves organisational, technical, and social issues....
, and content managementContent managementContent management, or CM, is the set of processes and technologies that support the collection, managing, and publishing of information in any form or medium. In recent times this information is typically referred to as content or, to be precise, digital content...
. - A metadata modelMetadata modelingMetadata modeling is a type of metamodeling used in software engineering and systems engineering for the analysis and construction of models applicable and useful some predefined class of problems....
that defines 345 metadataMetadataThe term metadata is an ambiguous term which is used for two fundamentally different concepts . Although the expression "data about data" is often used, it does not apply to both in the same way. Structural metadata, the design and specification of data structures, cannot be about data, because at...
elements needed to support the functionality defined in the functional requirements. - Testing documentation (test data, test conditions, expected results, instructions) to allow compliance testing.
- An xml schemaXML SchemaXML Schema, published as a W3C recommendation in May 2001, is one of several XML schema languages. It was the first separate schema language for XML to achieve Recommendation status by the W3C...
consistent with the metadata model. - Explanatory text, appendices and references.
In addition the MoReq2 structure allows for countries to develop country-specific, language-specific, or region-specific “Chapters Zero” that take account of linguistic differences, national and regional legislation, national standards etc.
Governance
The DLM Forum has established a MoReq Governance Board http://dlmforum.eu/index.php?option=com_content&view=article&id=16&Itemid=18&lang=en to guide the future development of MoReq. The Board is charged with:- Managing ongoing development of MoReq.
- Managing the compliance testing process.
- Promoting the use of MoReq2.
- Validating translations and Chapters Zero.
- Ensuring the name and logo of MoReq2 are not inappropriately used.