ISO/TR 22957 gives guidelines for a set of procedures and activities to be considered and/or performed by organizations when planning, designing and implementing various enterprise content management (ECM) technologies.
ISO/TR 22957 is applicable to both in-house and outsourced systems, including cloud solutions. It can also be useful when dealing with specialized business systems. The term “enterprise content management (ECM)” (or “document management”) used throughout ISO/TR 22957 is intended as an all-encompassing term referring to capture technologies [scanning, indexing, optical character recognition (OCR), forms, digital creation, etc.], management technologies (document services, workflow, and other work management tools), and storage [primarily non-alterable or write once read many (WORM) technologies]. ISO/TR 22957 provides information to users related to the technical reports, guidelines, and standards that have been developed for technologies commonly available in ECM systems.
Note: ISO/TR 22957 is not intended to be an all-inclusive paper on electronic document or content management and does not attempt to influence any single technology or provide legal guidance or legal opinions. While there are storage technologies other than optical/magnetic currently available (i.e. microfilm, microfiche, and hybrid storage systems) that are not included in ISO/TR 22957, those technologies can be reviewed if determined to be appropriate by the end-user organization.
ISO/TR 22957 on document management enterprise content management (ECM) systems is useful for:
ISO/TR 22957 provides detailed information associated with the analysis, selection and implementation procedures associated with enterprise content management (ECM) systems. The development of ISO/TR 22957 is a result of organizational requests to receive vendor-neutral industry information associated with technology standards, technical reports and industry best practices for ECM projects.
For the purposes of ISO/TR 22957, the terms “document management” and “content management” can be considered to be synonymous. As the ECM industry (previously referred to as the “document management” or “electronic content management” industry) has matured over the years the ability to store electronic information has greatly expanded from hard copy document scanning into digital images in the early 1980s to the management of any digital or electronic document that today is referred to as “electronically stored information (ESI)”.
ISO/TR 22957 provides detailed guidance to organizations considering the use of any of those technologies that comprise ECM [document imaging, document/library services, routing/business process management (BPM)/workflow, records management applications (RMAs), forms management, enterprise report management (ERM), etc.].
PD ISO/TR 22957:2018 cancels and replaces the first edition (ISO/TR 22957:2009), which has been technically revised. The main changes compared with the previous edition are as follows:
ISO/TR 22957:2018