ISO International Standard

Information and documentation — Managing metadata for records — Part 3: Self-assessment method

ISO/TR 23081-3:2011 provides guidance on conducting a self-assessment on records metadata in relation to the creation, capture and control of records.

The self-assessment helps to:

  1. identify the current state of metadata capture and management in or across organizations;
  2. identify priorities of what to work on and when;
  3. identify key requirements from ISO 23081-1:2006 and ISO 23081-2:2009;
  4. evaluate progress in the development of a metadata framework for the implementation of specific systems and projects;
  5. evaluate system and project readiness (move to the next phase in a system or project) when including records metadata functionality in a system. A records metadata readiness evaluation is provided for key steps from project inception through to the implementation/maintenance phase.

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