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Online Retention and Disposal Application Damien Hassan Senior Archivist State Records Office of Western Australia Stakeholder Presentation - 25 March 2010

Development of an Online Retention and Disposal Application

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The State Records Office of WA is leading the development of a new web-based application that will enable government agency staff, and records consultants working with agencies, to draft and submit Retention and Disposal Schedules to the State Records Office. This application is called the Online Retention and Disposal Application (ORDA). ORDA is intended to take into production the concepts the State Records Office tested via a proof of concept system in 2005/2006. On 25 March 2010, the State Records Office, the WA Branch of the Records Management Association of Australasia and Information Enterprises Australia co-hosted an event at the Alexander Library Building Theatre at which a presentation about ORDA was provided by Senior Archivist, Damien Hassan. More information about ORDA can be found at http://www.sro.wa.gov.au/government/ORDA-project.asp

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Page 1: Development of an Online Retention and Disposal Application

Online Retention and Disposal Application

Damien Hassan

Senior Archivist

State Records Office of Western Australia

Stakeholder Presentation - 25 March 2010

Page 2: Development of an Online Retention and Disposal Application

Acknowledgements

ORDA is an Australasian Digital Records Initiative project being led by the State Records Office of Western Australia

Special thanks to the State Records Authority of NSW for sharing the initial concept

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What is ORDA?

ORDA: Online Retention and Disposal Application

ORCA: Online Recordkeeping Compliance Application

Will ultimately form an integrated system to manage all Disposal Authority and Recordkeeping Plan processes and data

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Outline of business problem

Scope: in Western Australia, all 300+ State and Local govt. agencies now have a Disposal Authority and Recordkeeping Plan in place

Format: these are submitted as documents

Agency-centric: it is difficult and time-intensive to conduct analysis across documents

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Proof of Concept

In 2005/06, our office developed a proof of concept prototype of ORDA/ORCA

Intention was to test a range of functionality and possible technical solutions

Concept demonstrated as sound

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Data, not documents

Disposal Authorities are highly structured, although typically represented as documents

XML: the best of many worlds…

XML Schema developed by SRNSW is well suited for ORDA

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ORDA - features for clients

A tool to draft Disposal Authorities through web interface, by going “out of browser” or via import

Intent for clients to search for appraisal precedents across other Authorities

Integrating overarching appraisal and restricted access criteria

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ORDA - features for clients

Ease of use (drop down boxes, linking, etc)

Client-to-SRO interactions via the system

Client print and export capabilities

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ORDA - features for SRO

A holistic system for registration, version control, workflow, data storage, reporting.

Comparative analysis of decisions

Improved re-use of Disposal Authority data

Transfer prioritization module: using Authority data to prioritize and monitor archive transfers

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The bigger picture…Recordkeeping Plan data

A birds-eye view of government recordkeeping

Evidential basis to identify deficiencies

Can be used to inform targeted standards, training, advice…

Longitudinal analysis

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Where are we now?

Working with ADRI members

System requirements prepared

Stakeholder consultation

Technical design and build. Delivery by end of 2010.

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Seeking feedback by 1 June

Do you have any general or specific concerns or comments about ORDA? If so, what are they?

Do you have any concerns about the intended capability for clients to search across approved Disposal Authorities for the purposes of checking precedents?

Do you think appraisal and restricted access criteria would assist you in your decision-making when drafting Disposal Authorities?

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Questions?

[email protected]