EN 82045-1:2001
(Main)Document management - Part 1: Principles and methods
Document management - Part 1: Principles and methods
Specifies principles and methods to define metadata for the management of documents associated with objects throughout their life cycle; This cycle generally covers a range from the conceptual idea of a document to its deletion. The established principles and methods are basic for all document management systems. This part is intended as a general basic standard in all application fields and provides the framework applicable for part 2. International Standard 82045 is primarily intended as a resource for the use in computerised systems such as Electronic Document Management Systems (EDMS) or Product Data Management Systems (PDMS) for the management, retrieval, storage and selection and archiving of documents, and as a basis for the exchange of documents.
Dokumentenmanagement - Teil 1: Prinzipien und Methoden
Gestion de documents - Partie 1: Principes et méthodes
Spécifie des principes et des méthodes pour définir des métadonnées de gestion des documents techniques et commerciaux associés sur l'ensemble de leur cycle de vie. Ce cycle qui couvre généralement une plage s'étendant de l'idée conceptuelle d'un document jusqu'à sa destruction. Les principes et les méthodes mis en oeuvre sont ceux de base pour tous les systèmes de gestion des documents. Cette partie est prévue pour être une norme générale de base dans tous les domaines d'application et sert de cadre applicable à la partie 2. La Norme internationale 82045 est essentiellement prévue pour constituer une ressource dans l'emploi des systèmes informatisés tels que les systèmes electroniques de gestion des documents (EDMS) ou les systèmes de gestion des données de produits (PDMS) pour la gestion, le repérage, le stockage et la sélection et l'archivage des documents et également comme une base pour l'échange des documents.
Document management - Part 1: Principles and methods (IEC 82045-1:2001)
General Information
Standards Content (Sample)
SLOVENSKI SIST EN 82045-1:2002
prva izdaja
STANDARD
oktober 2002
Document management - Part 1: Principles and methods (IEC 82045-1:2001)
ICS 01.110; 35.240.01 Referenčna številka
© Standard je založil in izdal Slovenski inštitut za standardizacijo. Razmnoževanje ali kopiranje celote ali delov tega dokumenta ni dovoljeno
EUROPEAN STANDARD EN 82045-1
NORME EUROPÉENNE
EUROPÄISCHE NORM November 2001
ICS 01.110;35.240.01
English version
Document management
Part 1: Principles and methods
(IEC 82045-1:2001)
Gestion de documents Dokumentenmanagement
Partie 1: Principes et méthodes Teil 1: Prinzipien und Methoden
(CEI 82045-1:2001) (IEC 82045-1:2001)
This European Standard was approved by CENELEC on 2001-11-01. CENELEC members are bound to
comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European
Standard the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on
application to the Central Secretariat or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CENELEC member into its own language and
notified to the Central Secretariat has the same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Czech Republic,
Denmark, Finland, France, Germany, Greece, Iceland, Ireland, Italy, Luxembourg, Malta, Netherlands,
Norway, Portugal, Spain, Sweden, Switzerland and United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: rue de Stassart 35, B - 1050 Brussels
© 2001 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 82045-1:2001 E
Foreword
The text of document 3B/327/FDIS, future edition 1 of IEC 82045-1, prepared by SC 3B,
Documentation, of IEC TC 3, Documentation and graphical symbols, was submitted to the IEC-
CENELEC parallel vote and was approved by CENELEC as EN 82045-1 on 2001-11-01.
The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2002-08-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2004-11-01
Annexes designated "normative" are part of the body of the standard.
Annexes designated "informative" are given for information only.
In this standard, annex ZA is normative and annexes A and B are informative.
Annex ZA has been added by CENELEC.
__________
Endorsement notice
The text of the International Standard IEC 82045-1:2001 was approved by CENELEC as a European
Standard without any modification.
In the official version, for Bibliography, the following notes have to be added for the standards indicated:
IEC 61082-1 + A1 + A2 NOTE Harmonized as EN 61082-1:1993 + A1:1995 + A2:1996 (not modified).
IEC 61346-2 NOTE Harmonized as EN 61346-2:2000 (not modified).
IEC 61175 NOTE Harmonized as EN 61175:1993 (not modified).
IEC 61666 NOTE Harmonized as EN 61666:1997 (not modified).
IEC 81714-2 NOTE Harmonized as EN 81714-2:1998 (not modified).
__________
- 3 - EN 82045-1:2001
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
This European Standard incorporates by dated or undated reference, provisions from other
publications. These normative references are cited at the appropriate places in the text and the
publications are listed hereafter. For dated references, subsequent amendments to or revisions of any
of these publications apply to this European Standard only when incorporated in it by amendment or
revision. For undated references the latest edition of the publication referred to applies (including
amendments).
NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant
EN/HD applies.
Publication Year Title EN/HD Year
IEC 61346-1 1996 Industrial systems, installations and EN 61346-1 1996
equipment and industrial products -
Structuring principles and reference
designations
Part 1: Basic rules
IEC 61355 1997 Classification and designation of EN 61355 1997
documents for plants, systems and
equipment
IEC 62023 2000 Structuring of technical information and EN 62023 2000
documentation
ISO/IEC 2382-1 1993 Information technology - Vocabulary--
Part 1: Fundamental terms
ISO/IEC 8613-1 1994 Information technology - Open --
Document Architecture (ODA) and
interchange format: Introduction and
general principles
ISO 9000 2000 Quality management systems EN ISO 9000 2000
Fundamentals and vocabulary
ISO 10007 1995 Quality management EN ISO 10007 1996
Guidelines for configuration
management
ISO 15226 1999 Technical product documentation --
Life cycle model and allocation of
documents
ISO 16016 2000 Technical product documentation --
Protection notices for restricting the use
of documents and products
NORME
CEI
INTERNATIONALE IEC
82045-1
INTERNATIONAL
Première édition
STANDARD
First edition
2001-09
Gestion de documents –
Partie 1:
Principes et méthodes
Document management –
Part 1:
Principles and methods
© IEC 2001 Droits de reproduction réservés ⎯ Copyright - all rights reserved
Aucune partie de cette publication ne peut être reproduite ni No part of this publication may be reproduced or utilized in
utilisée sous quelque forme que ce soit et par aucun procédé, any form or by any means, electronic or mechanical,
électronique ou mécanique, y compris la photocopie et les including photocopying and microfilm, without permission in
microfilms, sans l'accord écrit de l'éditeur. writing from the publisher.
International Electrotechnical Commission 3, rue de Varembé Geneva, Switzerland
Telefax: +41 22 919 0300 e-mail: inmail@iec.ch IEC web site http://www.iec.ch
CODE PRIX
V
PRICE CODE
Pour prix, voir catalogue en vigueur
For price, see current catalogue
82045-1 © IEC:2001 – 3 –
CONTENTS
FOREWORD . 5
INTRODUCTION .9
1 Scope . 13
2 Normative references. 13
3 Definitions. 15
3.1 General. 15
3.2 Document related issues. 17
3.3 Product related issues . 19
3.4 Workflow related issues . 19
4 Principles of document management. 21
4.1 General. 21
4.2 Processes supported by metadata . 21
4.3 Document concepts . 21
4.4 Linked documents. 27
4.5 Document versions . 27
5 Metadata for documents with relation to their environment. 33
5.1 General. 33
5.2 Metadata associated with the considered object(s) . 35
6 Metadata associated with activities within the life cycle of a document. 35
6.1 General. 35
6.2 Initiation phase . 39
6.3 Preparation phase . 43
6.4 Establishment phase. 43
6.5 Using phase. 47
6.6 Revision phase . 49
6.7 Archiving phase . 51
6.8 Deletion phase. 53
7 Conformance requirements . 55
Annex A (informative) Environment of a document management system . 57
Annex B (informative) List of used abbreviations . 65
Bibliography . 67
Figure 1 – Document with associated metadata. 23
Figure 2 – Concept of the compound document. 25
Figure 3 – Concept of the document aggregation . 25
Figure 4 – Concept of the document set . 27
Figure 5 – Sequentially effective versus concurrently effective document versions . 31
Figure 6 – Maturity concept . 33
Figure 7 – Activities along the life cycle of a document. 37
Figure A.1 – Environment of document management systems . 57
82045-1 © IEC:2001 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
___________
DOCUMENT MANAGEMENT –
Part 1: Principles and methods
FOREWORD
1) The IEC (International Electrotechnical Commission) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of the IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, the IEC publishes International Standards. Their preparation is
entrusted to technical committees; any IEC National Committee interested in the subject dealt with may
participate in this preparatory work. International, governmental and non-governmental organizations liaising
with the IEC also participate in this preparation. The IEC collaborates closely with the International
Organization for Standardization (ISO) in accordance with conditions determined by agreement between the
two organizations.
2) The formal decisions or agreements of the IEC on technical matters express, as nearly as possible, an
international consensus of opinion on the relevant subjects since each technical committee has representation
from all interested National Committees.
3) The documents produced have the form of recommendations for international use and are published in the form
of standards, technical specifications, technical reports or guides and they are accepted by the National
Committees in that sense.
4) In order to promote international unification, IEC National Committees undertake to apply IEC International
Standards transparently to the maximum extent possible in their national and regional standards. Any
divergence between the IEC Standard and the corresponding national or regional standard shall be clearly
indicated in the latter.
5) The IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any
equipment declared to be in conformity with one of its standards.
6) Attention is drawn to the possibility that some of the elements of this International Standard may be the subject
of patent rights. The IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 82045-1 has been prepared by subcommittee 3B: Documentation,
of IEC technical committee 3: Information structures, documentation and graphical symbols, in
co-operation with ISO subcommittees SC 1: Basic conventions, SC 8: Construction
documentation, of ISO technical committee 10: Technical product documentation.
The text of this standard is based on the following documents:
FDIS Report on voting
3B/327/FDIS 3B/343/RVD
Full information on the voting for the approval of this part of this standard can be found in the
reports on voting indicated in the above table.
Annexes A and B are for information only.
In order to collect all requirements concerning the metadata on documents within one
numerical series, ISO technical committee 10 and subcommittee 3B of IEC technical
committee 3 agreed to publish all parts of this International Standard within the 82045 series.
82045-1 © IEC:2001 – 7 –
International Standard 82045 consists of the following parts under the general title Document
Management:
Part 1: 2001 Principles and methods (published by IEC)
Part 2 Reference collection of metadata and reference models (published by IEC)
Further parts specific to individual application field requirements are under consideration and
should be prepared either by ISO or by IEC.
This publication has be
...
Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.