We used the DIRKS methodology, superseded by PD0025-2 (tech doc for ISO
15489 and highly recommended). In doing so a more logical path resulted
in the creation of an EDRMS suitable functional BCS and Retention
Schedule for 5,500 users.  Good metadata and auto classification make
decisions on storage much easier (once the synonym base is dependable!)


Paul Dodgson 

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Charmaine Brooks
Sent: 03 March 2006 16:05
To: [log in to unmask]
Subject: Re: [RM] Re. The Future of Records Management

Greg,
   
  You are on the right track. The ECM systems use a system of
classification, sometimes called a Business Classification Scheme
(BCS).This was the subject of my President's Message for our March ARMA
Chapter newsletter. If anyone would like a copy let me know and I'll
send it to you. 
   
  The BCS needs to be designed to make it easy for the end user or an
application to define groups of records, or buckets. If it is too
complex it isn't easy to use, if it is too simple it isn't effective.
   
  The retention schedule and record series are the procedural rules that
are used for the management and dispostition of records. The BCS is the
user interface in an ERM/ECM System. The retention schedules operate
behind the scenes and are applied to the records based on how they are
classified.
   
  In creating a BCS I would start with the retention schedule and
analyse the record series at a functional level. Then distill it, if
necessary, into logical groupings. You may also need a thesaurus to help
employees to translate the terms they commonly use to the classification
scheme.
   
  Best regards,
  Charmaine Brooks



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