July 2, 2012
Meet John Leigh our new Managing Director
An exclusive interview with the new Managing Director of the DLM Forum on his first day in the office
John, this is your first day on the job, but many of our members will not get to meet you in person until the next members' meeting. Can you tell us a little bit about yourself, your background and your interests?
It’s quite hard to encapsulate a long career in a few words, but here goes. I’m from Manchester and still live there. I’ve worked for more than 30 years in the ICT and business consulting industry. I have a solid technical background and I’ve done lots of complex projects. Latterly I’ve been involved in different forms of ICT research. I also ran a large membership organisation, quite like the DLM Forum Foundation. My interests are limited only by the time available! My first love is motorcycling. Close behind that come hill walking and squash. I’m a keen student of Roman military history and tactics. I am writing a science fiction novel – but to be fair, I’ve been doing that for a long time. I suspect it might never be finished.
This is the first time the DLM Forum has taken on a managing director. You will be making history and treading new ground. What attracted you to the position?
I’ve run a membership organisation before and enjoyed it. It’s a fantastic feeling to run a conference or forum successfully and meet members who got real value from your efforts. Members have diverse interests, varying needs and changing requirements. You need to listen and adapt. It’s fascinating work. That’s what appealed to me.
As the first managing director you will naturally face some hurdles establishing relationships and getting things moving. The DLM Forum Executive Committee will also have to adapt to a changed role. What are your priorities for the first six to twelve months?
The Executive have given me a clear brief about their objectives. I will start out by translating those objectives into actions. At the same time, I’ll talk to members, suppliers and all other stakeholders. We all want the Foundation to grow and prosper, so I’ll be trying to bring in some new members. There will be the day to day job of helping members with their queries. I’ll be looking at ways of gaining some funding for conferences and research projects on behalf of the membership. Most importantly, I have some high-quality events to arrange. There is certainly enough to do.
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June 27, 2012
New publications policy adopted
Due to an increasing demand by authors and educators to use MoReq2010 in their written and visual works, the DLM Forum has recently developed and adopted a new Publications Policy.
The new policy states:
It is part of the mission of the DLM Forum to seek to facilitate interest in, and to coordinate wide ranging discussion of, the topics of information governance, archive and records management, and the document lifecycle. From this perspective, the DLM Forum welcomes the use of its publications and resources where they can be incorporated into informational and educational dialogue in these areas.
However, it is also important that the DLM Forum’s publications not be used without attribution, in a misleading manner, or appropriated by third parties for commercial or other purposes without payment, attribution or links back to the original source material.

The new publication policy should be read by anyone wishing to use MoReq2010 in their presentations, courses or publications, including parts of MoReq2010 translated into different languages, and may be downloaded in PDF format from here. |
July 3, 2012
Second consultation module covers "file aggregations"
As part of the current public consultation on plug-in and extension modules for MoReq2010 that runs until October 2012, a second draft extension module has been posted today on the public Consultation Portal.
This module adds File Aggregations and Volumes to MoReq2010. Files and file volumes were a feature of the first version of MoReq published in 2001. The second version published in 2008 retained files and volumes and added an additional category of sub-files.
MoReq2010, which provides for an essential but small group of core services that can be built upon with plug-in and extension modules, introduced a more simplified aggregation structure that is mandated as part of the core services.
Nevertheless, the project team always planned to add file aggregations and volumes into MoReq2010 as an optional extension module. The proposed new module is particularly relevant for backwards compatibility with those organisations that have arranged their records into files and volumes in their legacy systems.

The following is an extract from the draft module:
This extension module to MoReq2010® covering file aggregations and volumes may be adopted by organisations for the following reasons:
- To provide backwards compatibility with earlier versions of the MoReq® specification in which files with volumes were the only supported aggregation type;
- In conjunction with optional module 503. Physical Management Service, as many paper files are organised in this way; and
- To allow for the disposal of older records from an open aggregation on a volume-by-volume basis (note that much of this benefit is mitigated in MoReq2010® because it already allows for the individual destruction of records from within open aggregations and the bottom up destruction of aggregations, see 8.2.9 Bottom up destruction).
File aggregations will be of most value to those organisations that already keep traditionally structured paper files, that are upgrading from previous specifications or within those industry sectors where aggregations contain many records and are operationally active over a long period of time, such as several years.
You may download the draft module as a PDF document for off-line reading from here.
To provide your feedback and participate in the public consultation follow this link to the Consultation Portal.
The File Aggregations and Volumes module will be on public consultation until 3rd October 2012. |
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June 28, 2012
New membership logo launched
The DLM Forum has launched a new membership logo for members of the forum to display on their websites and in their publications and printed materials.
The DLM Forum hosts the logos of its members on its our member pages along with links to their websites.
The new member logo allows DLM Forum members to link back to the DLM Forum website from their own websites and to advertise their membership in other materials and publications they produce.
You can find out more about our new membership logo from the member logo page here. This page also lists the terms and conditions associated with displaying the member logo.
The new member logo can be downloaded in various sizes in a ZIP file from the membership downloads here. |
PRESS RELEASE
The DLM Forum and Strategy Partners, the MoReq2010 Test Centre, Announce that Automated Intelligence and GimmalSoft Commit to Test their Microsoft SharePoint-based MoReq2010 Certified Records Systems.
13th June 2012, Copenhagen, Denmark – Two software vendors have contracted with Strategy Partners for compliance testing of their MoReq2010 based products, it was announced at the DLM Forum meeting in Copenhagen last week. UK company Automated Intelligence, and GimmalSoft of Houston, Texas, USA will be the first vendors to have their products tested under the DLM Forum’s new MoReq2010 certification and testing programme. Under the programme, independent testing will be conducted by Strategy Partners, the pan-European Research based Advisory Group and first Accredited MoReq2010 Test Centre, leading to certification of the products by the DLM Forum as MoReq2010 compliant.
MoReq2010 is a next generation records management specification that has been supported by the European Commission and most of the Government Archives across Europe. The specification was developed by the DLM Forum, a pan-European subscription-based community of public archives and parties interested in Information Governance.
“Following the recent completion of MoReq2010 Test Frameworks and Strategy Partners’ Accreditation as the first MoReq2010 Test Centre, we are delighted that Automated Intelligence and GimmalSoft have committed to producing and testing their MoReq2010 based products, so that all commercial and government bodies across Europe will be able to adopt MoReq2010 based approaches to addressing their records management and Information Governance requirements.” said Rory Staunton, Managing Director of Strategy Partners.
“Their capabilities to embrace and extend SharePoint will provide the first of a new generation of interoperable federated records systems based on MoReq2010. Our research shows that MoReq2010’s modular approach will make all existing electronic records systems obsolete. We expect all vendors that seek to sell records and Information Governance systems across Europe to develop and test MoReq2010 compliant systems, to meet the growing European market demand.” he added.
Mike Alsup, GimmalSoft Founder and Sr. Vice President said, “GimmalSoft is committed to extending our SharePoint 2010 records management and content governance solutions to achieve full MoReq2010 certification. MoReq2010 certification builds on our DoD 5015.2 certification in North America where we have the only inside SharePoint certified records management solution. We believe that most organizations prefer inside SharePoint solutions to expensive add-on solutions that require another repository. We are excited to be working with Microsoft and their partners to establish SharePoint as the preferred alternative for the enterprise governance of unstructured content in Europe.”
Mark Godfrey, CEO of Automated Intelligence stated “We are delighted to join with Strategy Partners in announcing our plans to certify our ai.compliance extender solution for Microsoft SharePoint 2010 with MoReq2010. We have been working with the DLM Forum on MoReq2010 since its inception and believe that this specification is a revolutionary change in Records Management standards and this is reflected in our product design and delivery. Ai.compliance extender works seamlessly with the SharePoint platform to deliver the enhanced information governance features required in today’s enterprise.”
DLM Forum chairman Eric Ketelaar (former National Archivist of The Netherlands) said, “We are extremely pleased to welcome the first two vendors seeking certification of their products through the MoReq2010 compliance testing regime. The DLM Forum looks forward to working closely with the IT industry to create a suite of applications and services compliant with MoReq2010. MoReq2010’s manageable, modular and flexible architecture for the management of electronic records enables diverse industry sector and application compliance requirements to be addressed.”
This press release can be downloaded as a PDF document from here |
July 1, 2012
Public consultation on new modules for MoReq2010 begins
The DLM Forum has begun a public consultation on the 2012 round of new plug-in and extension modules for MoReq2010. Over the next two weeks the draft modules will be posted on the MoReq2010 Consultation Portal and members of the public are invited to register and leave their comments. Each module will be available for public feedback for a period of three months.
The Consultation Portal is the same as that previously used for public consultations on the MoReq2010 core services. To participate in the public consultation follow this link to the Consultation Portal.

The first module to be posted for public consultation is for a new MoReq2010 service called the Security Categorisation Service. The purpose of the Security Categorisation Service is to allow MoReq2010 Compliant Record Systems (MCRS) to work with the security categories typically used in armed forces and government security agencies, such as records designated Restricted, Confidential, Secret and Top Secret. The following is an extract from the draft module:
Not all organisations have need of an MCRS with a security category service. Organisations that will most often make use of the security category service are typically:
- Military or defence bases;
- Security agencies;
- Government departments that handle state secrets;
- Organisations that keep personal data and need to ensure a high level of privacy, such as those that provide children’s services;
- Hospitals and other medical or health related organisations that keep patient records; and
- Any organisations that manage sensitive information, such as intellectual property or industrial secrets.
The Security Categorisation Service module will be on public consultation until Monday, 1st October 2012. |
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