Rapid Recall Key 01–27
Do not use until you attempted the prompts.
- DCM: control capture, storage, access and use of information predominantly outside relational databases so it remains retrievable, protected and governed.
- Goals: effective retrieval/use of unstructured info; structured/unstructured integration; legal/business/customer compliance.
- GARP: Accountability, Integrity, Protection, Compliance, Availability, Retention, Disposition, Transparency.
- Content / Document / Record: information / container / evidence under stronger lifecycle control.
- Record characteristics: accurate/complete/truthful Content; Context Metadata; Timeliness; Permanency; clear Structure/legibility/terminology.
- Content Management: organize/structure/store/publish/reuse. Records: evidence, classification, integrity, retention, custody, legal/disposition.
- Metadata: inventory, classification/tagging, search, version/ownership context, security, retention, reuse, integration and e-discovery.
- Product model: overall deliverable. Component model: reusable pieces/types/attributes/relationships.
- Push: scheduled/subscribed. Pull: user requests. Interactive: dynamic/two-way/high-volume exchange.
- Controlled vocabulary: governed allowed terms/relationships for classification, tagging, browsing and retrieval.
- Dual role: managed term values = Reference Data; terms describing content = Metadata.
- View: subset only. Micro-controlled: aligned subset + governed specialist extensions.
- Term List: little/no explicit relationship. Taxonomy: controlled classification, often hierarchical/faceted.
- Equivalent: same meaning. Hierarchical: broader/narrower or whole/part. Related: associative but neither equivalent nor hierarchical.
- Synonym Ring: equivalents treated equally. Authority List: preferred term + variants.
- Taxonomy: classify/navigation. Thesaurus: equivalent + hierarchical + associative relations. Ontology: rich semantic domain concepts/classes/instances/attributes/relations/events.
- Folksonomy: socially generated bottom-up tagging; not automatically approved vocabulary.
- Control levels: Formal, Revision, Custody.
- Formal Control: formal initiation, impact evaluation, authorized decision, implementation/status accounting and validation—not just a version number.
- Retention: how long to keep. Disposition: authorized end-of-life action.
- Legal Hold: suspends ordinary destruction of relevant information even when normal retention would permit disposition.
- EDRM: Identification → Preservation → Collection → Processing → Review → Analysis → Production → Presentation.
- Identification: find scope/sources/custodians/dates. Preservation: prevent destruction/alteration.
- Collection: defensibly acquire. Processing: prepare/reduce/de-dupe/search.
- Processing: prepare/reduce population. Review: decide responsiveness/privilege.
- Review: responsive/privileged decisions. Analysis: facts, relationships, timelines and evidence.
- Production: turn over responsive ESI in agreed format. Presentation: use evidence in proceedings.
Source boundary: Chapter 9, pp. 287–327.