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Appendix D: Metadata Assignment

Most metadata values will be input either by a records manager or other authorized official or automatically by the functionality of an EDRMS. The onus on the individual end-user to supply a value will be minimal.

The following represents a probable scenario as to how values will be assigned to elements and ultimately which elements will require end-user input. This chart represents an ideal situation with a fully functional EDRMS and tools such as classification schemes / file plans and retention schedules already in place. Some elements deemed mandatory or mandatory, if applicable, may be defaulted to a value in order to reduce further end-user involvement.

The following information is useful for the interpretation of the table:

M = Mandatory MA = Mandatory, if applicable O = Optional

* Indicates the element is mandatory at record level or mandatory at file level. Must be mandatory for at least one level; may be mandatory at both levels.
** Indicates the element is mandatory, if applicable, at record level or mandatory, if applicable, at file level. Must be mandatory, if applicable, for at least one level; may be mandatory, if applicable, at both levels.
*** Indicates a secondary source for inputting the information. For example, although the value for Creator may be input either via auto-population by the EDRMS or by the end-user, the primary means of contribution will be by the former method and not the latter.

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