Electronic Document Management and Digital Archiving: EDRMS, Digitisation and Preservation – London, 26–30 Apr 2027
DestinationLondon
Dates26 – 30 April 2027
Reference1232_7180
This session
26–30 Apr 2027
This Electronic Document Management and Digital Archiving: EDRMS, Digitisation and Preservation session in London runs from Monday 26 April to Friday 30 April 2027 (week 17, Q2 2027). It is the 2nd of 2 dates in London in 2027, at a fee of 23,000 SAR, the same for each of them. Registration is open for this date. It is held in person at Central London four-star.
Many organisations have bought document management systems and scanned years of paper, yet staff still save files to personal drives, versions multiply and scanned images cannot be searched or relied on as evidence. Digital records also decay silently when formats age and systems are replaced. This Core Concept course equips document and archive practitioners to configure an electronic document and records management system, run reliable digitisation and preserve digital records to international standards. Participants work hands-on in lab exercises and leave with an EDRMS Configuration and Digital Preservation Plan.
Course Objectives
Distinguish document and records management functions and evaluate systems against ISO 16175-1 requirements
Design metadata schemas, content types and file formats that keep digital records usable and trustworthy
Configure document libraries, retention labels, versioning and approval workflows in an EDRMS
Plan and quality-control digitisation projects that produce reliable digital copies of paper records
Apply OAIS packaging, fixity checks and PDF/A formats to preserve digital records over time
Produce an EDRMS Configuration and Digital Preservation Plan for one's own department
Target Audience
Records and document control officers who capture, classify and retrieve documents daily
EDRMS and SharePoint administrators configuring libraries, metadata and retention
Archive and digitisation staff running scanning and conversion projects
Information management officers supporting migration from shared drives to managed systems
Administrative coordinators responsible for departmental filing and approvals
Course Outline
Day 1: Electronic Document Management Foundations
Document Management versus Records Management: EDMS and EDRMS Functions
Content Inventory of Shared Drives, Email and Paper Holdings
ISO 16175-1:2020 Functional Requirements for Records Software
Digital Preservation Maturity Baseline Using the DPC Rapid Assessment Model
Business Case Elements: Retrieval Time, Storage Cost and Compliance Exposure
Day 2: Architecture, Metadata and Preservation Standards
ISO 14721:2025 OAIS Reference Model: SIP, AIP and DIP Packages
Metadata Schema Design with Dublin Core (ISO 15836-1:2017)
PREMIS Preservation Metadata and Checksum Fixity
ISO 19005 PDF/A Conformance Levels and File Format Selection
ISO/TR 15801:2017 Trustworthiness of Electronically Stored Information
Day 3: Configuring and Operating the EDRMS
SharePoint Document Library Configuration: Content Types, Metadata Columns and Versioning
Microsoft Purview Retention Labels, File Plan and Record Declaration
Check-In, Check-Out and Approval Workflow Set-Up
Enterprise Search Configuration and Saved Query Design
Capture Rules for Email and Scanned Inbound Documents
Day 4: Digitisation, Migration and Problem Cases
Digitisation Project Workflow Based on ISO/TR 13028:2010
Scanning Quality Control: Resolution, OCR Accuracy and Image Validation
Electronic Signatures and PAdES Long-Term Validation Profiles
System Migration Plan: Metadata Mapping, Integrity Checks and Chain of Custody
Disposition Review Workflow and Deletion Audit Trail
Day 5: Lab Builds and the Digital Preservation Plan
Lab Build: Configuring a Departmental Records Library End to End
Lab Build: Packaging and Validating a Digital Archive Transfer
ISO 16363:2025 Trustworthy Repository Self-Audit Checklist
EDRMS Configuration and Digital Preservation Plan Drafting
Plan Presentation and Peer Review
Skills You Will Gain
EDRMS Configuration
Metadata Schema Design
Retention Label Management
Document Workflow Set-Up
Digitisation Quality Control
Digital Preservation Packaging
File Format Validation
Content Migration
Why Attend This Course
Return to work with an EDRMS Configuration and Digital Preservation Plan that can be implemented in one department
Gain hands-on practice configuring a records library rather than only hearing about one
Avoid the digitisation and migration mistakes that leave scanned or moved records unusable as evidence
Exchange approaches with document and archive practitioners from other sectors and countries
Conclusion
A document management system delivers value only when it is configured around the records it holds and the evidence they must provide years later. The course moves from inventorying content and assessing preservation maturity, through the OAIS model and metadata and format standards, to hands-on configuration of libraries, retention labels and workflows, and then to digitisation, signature and migration risks. The final day's lab builds turn this into an EDRMS Configuration and Digital Preservation Plan for each participant's department.
Electronic Document Management and Digital Archiving: EDRMS, Digitisation and Preservation runs in London over 5 days, with 2 upcoming dates in London. The course fee is 23,000 SAR.
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