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Information Management - Information Matters

Resources for Stage 3: Organization

TBITS 39: Treasury Board Information Management Standard, Part 1: Government On-Line Metadata Standard
Source: Treasury Board of Canada Secretariat
Description: This standard adopts the Dublin Core as specified at http://www.dublincore.org/ as the core metadata standard for resource discovery. Metadata is necessary to support the navigation, searching, information sharing and interoperability goals of Government On-Line.

TBITS 39: Treasury Board Information Management Standard, Part 2: Controlled Vocabulary Standard
Source: Treasury Board of Canada Secretariat
Description: This standard adopts the principle of controlled vocabulary for the management of electronic information. The use of controlled vocabulary is necessary to classify and describe information, and to support navigation, searching, information sharing and interoperability goals of Government On-Line (GOL).

Record Keeping Metadata Requirements for the Government of Canada
Source: IM Forum's Records/Document/Information Management (RDIMS) Working Group on Work Processes and Practices (WPPWG)
Description: Good interim guidance on how to develop an Information Classification System [RM metadata, thesauri, etc.]. Will be superseded by the formal RM metadata standards when complete.

Approach to the Description and Classification of Government Records
Source: IM Forum's Description and Classification of Government Records Working Group
Description: Good interim guidance on how to develop an Information Classification System [metadata, thesauri, etc.]. Will be superseded by the formal Classification System Design and Implementation Guide - BASCS (Business Activity Structure Classification System), a Government of Canada initiative.

Thesaurus as a Tool for the Management of Government Information
Source: Library and Archives Canada
Description: This document includes a statement of generic requirements for thesauri in government, an outline on how a thesaurus can be used in government, how its use relates to the information management environment, a list of factors to consider in assessing thesauri, a checklist of standards, a bibliography on thesaurus, a definition of concepts, and an inventory of thesauri and controlled vocabularies in government.

Government of Canada Internet Guide
Source: Treasury Board of Canada Secretariat
Description: Supports the Government of Canada's Government On-line (GOL) initiative by giving you a resource to help you put your services and information on-line.

Government Security Policy
Source: Treasury Board of Canada Secretariat
Description: The Government Security Policy prescribes the application of safeguards to reduce the risk of injury. It is designed to protect employees, preserve the confidentiality, integrity, availability and value of assets, and assure the continued delivery of services. Since the Government of Canada relies extensively on information technology (IT) to provide its services, this policy emphasises the need for departments to monitor their electronic operations.

Guide to the Audit of Security
Source: Treasury Board of Canada Secretariat
Description: A guide for planning and evaluating security measures.

Audit Guide - Information Technology Security
Source: Treasury Board of Canada Secretariat
Description: Provides guidance in conducting self-assessments and audits of the implementation of the Government Security Policy and the information technology security (ITS) operational standards.

Privacy Guidelines - General
Source: Treasury Board of Canada Secretariat
Description: Guidelines for public servants in their day-to-day administration of the Privacy Act.

Privacy Impact Assessment Guidelines: A Framework to Manage Privacy Risks
Source: Treasury Board of Canada Secretariat
Description: Presents a comprehensive framework to conduct a Privacy Impact Assessment (PIA). The PIA ensures that privacy principles and legislation are considered and adhered to throughout the lifecycle of a new program, service or initiative and where appropriate, for existing initiatives undergoing service transformation or redesign.

The Personal Information Protection and Electronic Documents Act and the Canadian Archival Community: A Guide and Commentary
Source: Privacy and Information Policy Consultants
Description: A series of introductory points set the stage for the analysis that follows in this guide and commentary, which focuses on the relationship between the Canadian archival community and privacy or data protection legislation.

A Guide for Records Disposition Submission on Records Related to the Business Activities of [Branch, Division, Unit] of the [Name of Federal Government Institution]
Source: Library and Archives Canada
Description: Provides guidance to departments on the development of Disposition Submissions.

Year 2000 Initiatives: Record Keeping Guidelines for the Government of Canada
Source: IM Forum's Year 2000 Record Keeping and Archives Working Group
Description: Provides a model subject classification system for Year 2000 records that can be used as a guide for building new classifications systems.

Managing Internet and Intranet Information for Long Term Access and Accountability Ó Implementation Guide
Source: IM Forum's Internet and Intranet Working Group
Description: Provides guidelines for implementing the IM Forum's Approach to Managing Internet and Intranet Information for Long-term Access and Accountability.

An Approach to Managing Internet and Intranet Information for Long-Term Access and Accountability
Source: IM Forum Internet and Intranet Working Group
Description: Provides guidance to departments on Information Strategy, Service Delivery Strategy, IM Governance and Accountability Framework, Information and Application Architecture, Information Models, Stewardship & Ownership, Retention Plans, Disaster Recovery & Essential Records Plans, Disposition Submissions, Information Assets, Description and Metadata in Place, Migration and Conservation Activities, and Transfer of Archival Records to Library and Archives Canada.



Managing Photographic Records in the Government of Canada
Source: Library and Archives Canada
Description: Contains detailed guidance on the life cycle management of a variety of photographic materials generated or collected by government institutions.

Managing Audio-visual Records in the Government of Canada
Source: Library and Archives Canada
Description: Contains advice on how to identify, organize, protect and dispose of audio-visual records. The Appendices contain a sample audio-visual record form, a list of suppliers, a glossary of audio-visual terms and a reading list.

Guidelines for Records Created under a Public Key Infrastructure Using Encryption and Digital Signatures
Source: Library and Archives Canada
Description: Provides current input to the Information Strategy, Service Delivery Strategy, and Information and Application Architecture. Also provides guidance on the management of Information Assets, Long-Term Availability, Understandability and Usability of Records, and Transfer of Archival Records to Library and Archives Canada.

Managing cartographic, architectural and engineering records in the Government of Canada
Source: Library and Archives Canada
Description: A comprehensive guide that describes all the aspects of managing cartographic, architectural and engineering records.

Guidelines for Managing Recorded Information in a Minister's Office
Source: Library and Archives Canada
Description: Guidelines for design and operation of systems for managing recorded information in a minister's office, according to legislative requirements and the needs of ministers and their staff. Refers to a suggested Information Classification System and Security of Information.

The Preservation of Essential Records: A guide for governments, organizations, institutions and businesses
Source: Office of Critical Infrastructure Protection and Emergency Preparedness (OCIPEP)
Description: Provides a brief introduction to the concept of essential records and gives basic guidelines on establishing an essential records program within the context of emergency preparedness and business resumption planning.

Records Management Standards and Guidance
Source: Public Record Office - Records Management; Government of United Kingdom
Description: Standards and best practice guidance on all aspects of records management.

Records Management Publication Series
Source: New Brunswick Provincial Archives
Description: Provides reference publications that are part of the Provincial Archives Records Management Publication series: Classification Plan and Retention Schedules for Administrative Records, Guidelines for Managing Files and Directories on the LAN, Guidelines for Electronic Imaging, Standard for Departmental Use of Electronic Imaging, Guidelines for Electronic Recordkeeping, Email Guidelines, Guidelines for Departmental Records Management Programs, How to request transfer of boxes, Email - What to keep and delete, Guidelines for the Legal Admissibility of Electronic Records, Municipal Records Authority Publications, Using Records Centre Services, Records Retention and Disposition Schedule.

Records Tools
Source: Environmental Protection Agency, USA
Description: A good set of instructions and tools for managing and disposing of records, including specific guidance on emails.

Electronic Publishing: Guide to Best Practices for Canadian Publishers
Source: Library and Archives Canada
Description: Provides publishers with an introduction to the pros and cons of various approaches to electronic publishing.

Government Policy Framework for Electronic Records Management
Source: Office of the e-Envoy: Leading the drive to get the UK online
Description: A framework for electronic records management and exploration of standards for metadata and interoperability.

Recordkeeping Metadata Standard for Commonwealth Agencies
Source: National Archives of Australia
Description: Standard that describes the metadata that the National Archives of Australia recommends should be captured in the recordkeeping systems used by Commonwealth government agencies.

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