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GB/T 31914-2015Guidelines for designing and implementing of electronic records management system (English PDF)

电子文件管理系统建设指南

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Issued by

SAMR; SAC

Level / Type

National · Recommended

Issue date

September 11, 2015

Implementation date

May 1, 2016

Scope

GB/T 31914-2015 is the English-translated version of 电子文件管理系统建设指南.

GB/T 31914-2015 is the Chinese standard "Guidelines for designing and implementing of electronic records management system". Its scope clause reads: This standard specifies the process of electronic document management system (ElectronicRecordsManagementSystem, ERMS) construction, Methods and requirements.

This standard applies to organs to implement ERMS, groups, enterprises, institutions and other social organizations (hereinafter referred to as institutions), as well as the ERMS service agencies to provide consulting, development and implementation units, its design, implementation, and evaluation of the use of ERMS provides methods and specific means Guides are also available for the relevant authorities, research and teaching institutions by reference. Its clauses include terms and definitions.

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Document preview — GB/T 31914-2015

National Standard of the People's Republic of China

ICS
35.240.01
Classification
L 73

Issued by: State Administration for Market Regulation; Standardization Administration of the PRC

Contents

  • Introduction
  • 1 Scope
  • 2 Normative references
  • 3 Terms and definitions
  • 4 General
  • 4.2 System construction principles
  • 4.2.1 demand-driven business principles
  • 4.2.2 Standardization Principle
  • 4.2.3 Principle 3 user participation
  • 4.2.4 Openness Principle
  • 4.2.5 Flexibility Principle
  • 4.2.6 Scalability Principle
  • 4.2.7 Cohesion Principle
  • 4.2.8 Security Principle
  • 4.3 System Construction Process
  • 4.3.1 Overview
  • 4.3.2 System Planning
  • 4.3.3 System Analysis
  • 4.3.4 System
  • 4.3.5 System Example
  • 4.3.6 System Maintenance
  • 4.3.7 System Update
  • 4.4.1 Overview
  • 4.4.2 Project Management
  • 4.4.3 Organizations
  • 4.4.4 Training
  • 5 Feasibility Study
  • 5.1 Preliminary investigations
  • 5.1.1 The purpose of the survey
  • 5.1.2 The survey
  • 5.1.3 Survey Methods
  • 5.1.4 review and use findings
  • 5.2 Positioning System
  • 5.2.1 managed object
  • 5.2.2 scope
  • 5.2.3 implementation
  • 5.2.3.1 ERMS development mode
  • 5.2.3.2 ERMS relationship with business systems
  • 5.2.3.3 ERMS system and the long-term preservation of electronic documents the relationship between the
  • 5.2.3.4 interagency ERMS deployment model
  • 6 10 Business Analysis
  • 6.2.1 Summary of Method
  • 6.2.2 Analysis Hierarchy Process
  • 6.2.3 sequence analysis
  • 7 Specification
  • 7.1 Practice
  • 7.1.1 File Classification Scheme
  • 7.1.2 File Retention and Disposal Table
  • 7.1.3 Metadata Scheme
  • 7.1.4 The use of information provisions
  • 7.1.5 Electronic Document Title 14 specification fiction
  • 7.1.6 Electronic Document Number Rule
  • 7.2 Technical Specifications
  • 8 document management needs analysis
  • 8.1 Role and operating authority
  • 8.2 capture registration demand
  • 8.2.1 conceptual understanding
  • 8.2.2 capture object
  • 8.2.3 capture body
  • 8.2.4 Capture mode
  • 8.2.5 Metadata capture
  • 8.3 classification organizations demand
  • 8.3.1 conceptual understanding
  • 8.3.2 Classification tissue body
  • 8.3.3 Configuration classification scheme
  • 8.3.4 document collation mode
  • 8.3.5 Docket Management
  • 8.3.6 Category Management
  • 8.3.7 Information Organization
  • 8.4 Identification disposal needs
  • 8.4.1 conceptual understanding
  • 8.4.2 Identification of body disposal
  • 8.4.3 Identification Information
  • 8.4.4 Disposal behavior triggering and recording
  • 8.4.5 Disposal handed behavior ---
  • 8.4.6 Disposal of behavior --- destruction
  • 8.4.7 Disposal of behavior --- the surviving
  • 8.5 storage storage needs
  • 8.5.1 conceptual understanding
  • 8.5.2 storage device
  • 8.5.3 storage format
  • 8.5.4 Storage Management
  • 8.6 Retrieval utilization requirements

1 Scope

This standard specifies the process of electronic document management system (ElectronicRecordsManagementSystem, ERMS) construction,

Methods and requirements.

This standard applies to organs to implement ERMS, groups, enterprises, institutions and other social organizations (hereinafter referred to as institutions), as well as the

ERMS service agencies to provide consulting, development and implementation units, its design, implementation, and evaluation of the use of ERMS provides methods and specific means

Guides are also available for the relevant authorities, research and teaching institutions by reference.

2 Normative references

The following documents for the application of this document is essential. For dated references, only the dated version suitable for use herein

Member. For undated references, the latest edition (including any amendments) applies to this document.

GB/T 8567 computer software documentation

GB 17859 computer information system security protection classification criterion

GB/T 18894 electronic document filing and management practices

GB/T 19487-2004 e-government business process design method general specification

GB/T 22239 information security technology information system security protection essential requirements

GB/T 22240 information security technology information system security protection rating guide

GB/T 25058 information security technology information system security level of protection Implementation Guide

GB/T 26162.1-2010 Information and Document Document management - Part 1. General

GB/T 26163.1-2010 Information and Documentation file metadata document management processes - Part 1. Principles

GB/T 29194-2012 Electronic Document Management System General functional requirements

DA/T 38-2008 electronic filing disc technology requirements and application specifications

DA/T 46-2009 instruments electronic file metadata scheme

DA/T 47-2009 layout long-term preservation of electronic documents format requirements

ISO /T R26122.2008 Information and documentation work process analysis for file management

3 Terms and Definitions

GB/T 29194-2012 define the following terms and definitions apply to this document. For ease of use, repeat the following list

GB/T 29194-2012 some terms and definitions.

3.1 Electronic document

Computer and other electronic devices are formed, handling, transport and storage of text, graphics, images, audio, video and other forms of documents.

[GB/T 29194-2012, 3.2 Definition]

3.2 Electronic Document Management System

Organs, organizations, enterprises and other organizations for the recognition of electronic documents, capture, storage, maintenance, use and disposal, etc. tube […]

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This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 30 pages — is available in the English PDF.

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