ISO/DTS 7538

Functional requirements for disposition of records

The proposed Technical Specification provides organizations with guidance about how to manage processes related to the retention and disposition of records. In particular, it: • specifies assessment processes to determine retention and disposition requirements; • specifies responsibilities for records retention and disposition processes; • provides guidance on the key process areas against which record retention and disposition processes can be assessed; • provides guidance for those implementing retention and disposition processes; and • provides guidance on how to integrate the records’ retention and disposition processes into an organization’s operations.

Exigences fonctionnelles pour le sort final des documents d'activité

General Information

• Status: Not Published
• ICS: 01.140.20 - Information sciences
• Technical Committee: ISO/TC 46/SC 11 - Archives/records management
• Drafting Committee: ISO/TC 46/SC 11 - Archives/records management
• Current Stage: 5020 - FDIS ballot initiated: 2 months. Proof sent to secretariat
• Start Date: 21-May-2024
• Completion Date: 21-May-2024

Standards Content (Sample)

FINAL DRAFT
Technical
Specification
ISO/DTS 7538
ISO/TC 46/SC 11
Functional requirements for
Secretariat: SA
disposition of records
Voting begins on:
2024-05-21
Voting terminates on:
2024-07-16
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO­
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
ISO/DTS 7538:2024(en) © ISO 2024

---------------------- Page: 1 ----------------------
FINAL DRAFT
ISO/DTS 7538:2024(en)
Technical
Specification
ISO/DTS 7538
ISO/TC 46/SC 11
Functional requirements for
Secretariat: SA
disposition of records
Voting begins on:
Voting terminates on:
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
COPYRIGHT PROTECTED DOCUMENT
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
© ISO 2024
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO­
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland Reference number
ISO/DTS 7538:2024(en) © ISO 2024

© ISO 2024 – All rights reserved
ii

---------------------- Page: 2 ----------------------
ISO/DTS 7538:2024(en)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Purpose and benefits . 2
5 Principles . 2
6 Disposition requirements . 3
6.1 General .3
6.2 Governance of disposition .3
6.2.1 General .3
6.2.2 Authorization of disposition .3
...

ISO/AWI TSDTS 7538
ISO/TC 46/SC 11
Secretariat: SA
Date: 2024-05-07
Functional requirements for Disposition of Records

CONTENTS PAGE
Foreword
Introduction
1. Scope
2. Normative references
3. Terms and definitions
4. Purpose and benefits
5. Principles
6. Disposition requirements
6.1. General
6.2. Governance of disposition of records
6.2.1. General
6.2.2. Authorization of disposition
6.2.3. Reviewing and updating disposition authorities
6.3. Disposition policies
6.4. Disposition processes
6.4.1. General
6.4.2. Processes
6.4.3. Documenting disposition
6.4.4.1.1.1 Disposition actions
6.4.4.1.1.1.1.1 Transfer of records
6.4.4.2. Destruction of records

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6.5. Exceptional circumstances and their implications for disposition
6.5.1. General
6.5.2. Disposition due to exceptional events
6.5.3. Disposition holds
7.   Performance evaluation and improvement
7.1. General
7.2. Monitoring, measurement, analysis, and evaluation



Annex A. Disposition challenges
A.1 General
A.2 Challenges posed by multiple copies
A.3 Challenges of disposition in Distributed Ledger Technology systems
A.4 Challenges of disposition in structured or interrelated data environments
A.5 Implications of required vs permitted disposition


Bibliography

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DRAFT
ISO/AWI TS 7538 Functional requirements for Disposition
of Records

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ISO/DTS 7538:(en)
© ISO 2024
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication
may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying,
or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO
at the address below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: + 41 22 749 01 11
E-mail: [e-mail]
Website: www.iso.org
Published in Switzerland
© ISO 2024 – All rights reserved
iv

---------------------- Page: 4 ----------------------
ISO/DTS 7538:(en)
Contents
Foreword . vi
Introduction . viii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Purpose and benefits . 2
5 Principles . 2
6 Disposition requirements . 3
6.1 General. 3
6.2 Governance of disposition . 4
6.2.1 General. 4
6.2.2 Authorization of disposition . 4
6.3 Reviewing and updating disposition authorities . 5
6.3.1 Policies . 5
6.3.2 Disposition policies . 5
6.4 Disposition processes . 6
6.4.1 General.
...