A comparison of MoReq and SÄHKE metadata and functional requirements

DOIhttps://doi.org/10.1108/09565690910937227
Date20 February 2009
Published date20 February 2009
Pages26-36
AuthorPekka Henttonen
Subject MatterInformation & knowledge management
A comparison of MoReq and
SA
¨HKE metadata and functional
requirements
Pekka Henttonen
Department of Information Studies, University of Tampere, Tampere, Finland
Abstract
Purpose – The article compares MoReq and Finnish SA
¨HKE specifications to see their differences
and similarities. Both MoReq and SA
¨HKE set requirements to functionality and metadata of ERM
systems and define a XML-scheme for exporting records from the systems. Thus, both specifications
are quite similar in some sense. This article seeks to find out whether there is an easy way for
harmonizing both.
Design/methodology/approach – The study is based on textual sources.
Findings – MoReq and SA
¨HKE are quite incompatible when one looks at data models, elements and
functional requirements. There are also some similarities, but no clear path from one specification to
another.
Practical implications There is no easy way for turning a SA
¨HKE-approved system into MoReq
certified system (or vice versa). Harmonizing SA
¨HKE with MoReq would require major revisions in
SA
¨HKE and also a policy change in Finland.
Originality/value – Because the SA
¨HKE specification is available only in Finnish, its content is
largely unknown outside the country. There are no similar studies.
Keywords Records management,Archives management, Electronicdocument delivery
Paper type Research paper
1. Introduction
The second version of the MoReq (Model Requirements for the Management of
Electronic Records) was published in 2008. The first MoReq version was not formally
adopted in most European countries, but it had impact on national requirements as a
best-practice standard (Waldron, 2004).
One of the national specifications is Finnish SA
¨HKE. “SA
¨HKE” is an abbreviation
of the Finnish project name ”Project for developing electronic information management
and long-term preservation” (Moisio, 2002) SA
¨HKE is similar to MoReq2 in many
ways: there are functional requirements, a metadata specification, and an XML Schema
for exchanging metadata and records between systems. SA
¨HKE has been in force from
the beginning of the year 2006. Finnish public authorities are required to use
SA
¨HKE-compatible electronic records management systems if they want to preserve
records with permanent value only in electronic form and later transfer them to the
custody of the National Archives Service of Finland (NAS).
The question is to what extent SA
¨HKE is compatible with MoRequation The first
MoReq version was used as a source in SA
¨HKE development, but there was no
intention to produce a MoReq compatible regulation. To see the possibilities and
obstacles for the harmonization of European electronic records management, one must
The current issue and full text archive of this journal is available at
www.emeraldinsight.com/0956-5698.htm
RMJ
19,1
26
Received 30 April 2008
Revised 30 August 2008
Records Management Journal
Vol. 19 No. 1, 2009
pp. 26-36
qEmerald Group Publishing Limited
0956-5698
DOI 10.1108/09565690910937227

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