Adopts ISO 13008:2012 to specify the planning issues, requirements and procedures for the conversion and/or migration of digital records in order to preserve the authenticity, reliability, integrity and usability of such records as evidence of business transactions.
Table of contents
Header
About this publication
Preface
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Organizational and business framework
4.1 General
4.2 Conversion and migration drivers
4.2.1 General
4.2.2 Conversion drivers
4.2.3 Migration drivers
4.3 Planning for the conversion and migration process
4.3.1 General
4.3.2 Risk management
4.3.3 When to convert or migrate
4.3.4 Conversion and migration activities
4.4 Establishing a conversion and migration program
4.4.1 General
4.4.2 Development of procedures manuals
5 Recordkeeping requirements
5.1 General
5.2 Conversion and migration requirements
5.3 Conversion/migration process metadata
5.4 Recordkeeping process metadata implementation issues
6 Conversion and migration planning
6.1 General
6.2 Business requirements
6.3 General administrative planning
6.4 Technology planning requirements
7 Conversion and migration procedures
7.1 General
7.2 Procedures
7.2.1 General
7.2.2 Guidance on selecting appropriate procedures
7.2.3 Maintaining the records’ characteristics
7.3 Conversion/migration project planning
7.3.1 General
7.3.2 Step 1: Understand the source records and their organizational environment
7.3.3 Step 2: Choose the desired state of the target records
7.3.4 Step 3: Choose/develop the conversion method and activities
7.3.5 Step 4: Choose/develop a method of testing the conversion/migration method and activities
7.3.6 Step 5: Choose/develop a method of validating the conversion/migration and activities
7.3.7 Step 6: Decide on disposal of the source records
7.3.8 Step 7: Identify the required resources
7.3.9 Step 8: Document the conversion/migration process
7.3.10 Step 9: Document and obtain approval for the conversion/migration plan
7.4 Testing
7.4.1 General
7.4.2 Step 1: Plan the test
7.4.3 Step 2: Configure the test environment
7.4.4 Step 3: Conduct the test
7.4.5 Step 4: Assess test results
7.4.6 Step 5: Report results
7.5 Conversion/migration
7.5.1 General
7.5.2 Step 1: Prepare for the conversion/migration
7.5.3 Step 2: Define the records for conversion/migration
7.5.4 Step 3: Configure the conversion/migration environment
7.5.5 Step 4: Conduct conversion/migration
7.5.6 Step 5: Check and correct errors
7.6 Validating
7.6.1 General
7.6.2 Step 1: Assign responsibility
7.6.3 Step 2: Determine the validation activities
7.6.4 Step 3: Establish the system in the validation environment
7.6.5 Step 4: Conduct validation
7.6.6 Step 5: Analyse results
7.6.7 Step 6: Report results of the validation
7.6.8 Step 7: Update descriptive information about the records
