scieee AI-readable full text Open interactive document viewer

Avaliação arquivística de informação eletrónica: subsídios para um estado da arte

Corujo, Luís, 1976-

Abstract

Os arquivistas debatem-se com questões originadas pelas mudanças tecnológicas, como o uso generalizado da informação arquivística eletrónica nas organizações, com implicações na sua prática e teoria, como a impossibilidade de manter esta informação indefinidamente. Assim, devem-se ponderar fatores, alternativas e soluções no estudo desta problemática, para identificar o que conservar, como, porquê, por quanto tempo, com que meios e consequências, dando cumprimento à função e missão dos curadores dos documentos digitais. Esta problemática motivou o desenvolvimento de um projeto de investigação de Doutoramento, pano de fundo para este trabalho, que pretende apresentar a investigação desenvolvida no âmbito da revisão da literatura da proposta desse projeto. Partindo das motivações e de experiência empírica anterior, encetou-se uma seleção de fontes e recolha de dados, cuja interpretação e análise exploratória permitiu construir a narrativa que perfaz a revisão teórica. Verificou-se que esta revisão teórica permitiu demonstrar a pertinência de uma investigação que se debruçasse sobre a problemática indicada.

Full text

A Ciência Aberta o contributo da Ciência da Informação Atas do VIII Encontro Ibérico EDICIC Universidade de Coimbra, 20 a 22 de novembro de 2017 Maria Manuel Borges, Elias Sanz Casado Com a coordenação de A Ciência Aberta o contributo da Ciência da Informação Atas do VIII Encontro Ibérico EDICIC hŶŝǀĞƌƐŝĚĂĚĞĚĞŽŝŵďƌĂϮϬĂϮϮĚĞŶŽǀĞŵďƌŽĚĞϮϬϭϳ    Com a coordenação de DĂƌŝĂDĂŶƵĞůŽƌŐĞƐůŝĂƐ^ĂŶnjĂƐĂĚŽ      COIMBRA 2017         PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS 811 AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE Luís Corujo Universidade de Lisboa, Faculdade de Letras, 0000-0003-4411-2453, [email protected] RESUMO Os arquivistas debatem-se com questões originadas pelas mudanças tecnológicas, como o uso generalizado da informação arquivística eletrónica nas organizações, com implicações na sua prática e teoria, como a impossibilidade de manter esta informação indefinidamente. Assim, devem-se ponderar fatores, alternativas e soluções no estudo desta problemática, para identificar o que conservar, como, porquê, por quanto tempo, com que meios e consequências, dando cumprimento à função e missão dos curadores dos documentos digitais. Esta problemática motivou o desenvolvimento de um projeto de investigação de Doutoramento, pano de fundo para este trabalho, que pretende apresentar a investigação desenvolvida no âmbito da revisão da literatura da proposta desse projeto. Partindo das motivações e de experiência empírica anterior, encetou-se uma seleção de fontes e recolha de dados, cuja interpretação e análise exploratória permitiu construir a narrativa que perfaz a revisão teórica. Verificou-se que esta revisão teórica permitiu demonstrar a pertinência de uma investigação que se debruçasse sobre a problemática indicada. PALAVRAS-CHAVEAvaliação arquivística, Informação eletrónica, Estudo Exploratório, Estado da Arte, Revisão de Literatura ABSTRACT Archivists are faced with issues of technological change, such as the widespread use of electronic archival information in organizations, with implications for their practice and theory, such as the inability to keep this information indefinitely. Thus, the study of this problem shouls consider factors, alternatives and solutions to identify what to keep, how, why, for how long, with what means and consequences, in compliancewith the function and mission of electronic records curators. This problem motivated the development of a PhD research project, backdrop for this work, which intends to present the research carried out within the literature review for the proposal of this project. Based on the motivations and previous empirical experience, a selection of sources and data collection was carried out, whose interpretation and exploratory analysis allowed the construction of the narrative which makes up the theoretical review. It was found that this theoretical review has demonstrated the relevance of an investigation that dealt with the indicated problem. KEYWORDS Archival Appraisal, Electronic Information, Exploratory Study, State of Art Research (Theoretical Review), Literature Review COPYRIGHT Este trabalho está licenciado com uma Licença Creative Commons - Atribuição 4.0 Internacional (https://creativecommons.org/licenses/by/4.0/deed.pt)   VIII ENCONTRO IBÉRICO EDICIC 2017, UNIVERSIDADE DE COIMBRA, 20 A 22 DE NOVEMBRO  812 INTRODUÇÃO $RULJHPGHVWHWUDEDOKRSUHQGHVHFRPDHODERUDomRGHXPSURMHWRGHLQYHVWLJDomRGH'RXWRUDPHQWR TXHSDUWHGRHQWURVDPHQWRGDVTXHVW}HVOLJDGDVjDYDOLDomRDUTXLYtVWLFDHjLQIRUPDomRHOHWUyQLFD 3DUWLQGRGRFRQWH[WRFLHQWtILFRGD&LrQFLDGD,QIRUPDomR$UD~MR%RUNR&DSXUUR 6DUDFHYLF$6LOYD5LEHLURHGRVVHXVPRGHORVGHDERUGDJHP$UD~MR &DSXUUR6DUDFHYLF$6LOYD5LEHLURpIHLWDDOLJDomRFRPD$UTXLYtVWLFD HRVHXREMHWR(63$1+$6XEGLUHFFLyQ*HQHUDOGHORV$UFKLYRV(VWDWDOHV7KRPDVVHQ $OJXQV DXWRUHV %RQDO =D]R D 0F.HPPLVK  *LOOLODQG  FRQVWDWDP TXH HPERUD D SHUVSHWLYDSUiWLFDWHQKDXPDWUDGLomRPDLVORQJDDOLWHUDWXUDFLHQWtILFDUHFHQWHWHPGHPRQVWUDGRXP FUHVFLPHQWRGRVHVWXGRVDFDGpPLFRVLQGHSHQGHQWHVGDVTXHVW}HVSURILVVLRQDLV(VWDVLWXDomRSHUPLWLX TXHVWLRQDUFRQFHLWRVWHRULDVHPpWRGRVFRQVLGHUDGRVFOiVVLFRVTXDQGRFRQIURQWDGRVFRPTXHVW}HVTXH YmRGHVGHDQHFHVVLGDGHGHPRGHORVGHDQiOLVHTXHLQWHJUHPWDQWRDLQIRUPDomRHOHWUyQLFDFRPRDQmR HOHWUyQLFDLQIRUPDomRFRQVHUYDGDQXPORFDOHLQIRUPDomRGLVWULEXtGDLQIRUPDomRTXHpWRWDOPHQWH FRQWURODGDSRUDUTXLYLVWDVVRPHQWHPHGLDGDSRUHOHVRXPHVPRIRUDGRVHXFRQWUROR(DVWZRRG 0DF1HLO7DOFULRXDVFRQGLo}HVSDUDRVXUJLPHQWRGHXPSDUDGLJPDSyVFXVWRGLDO%URWKPDQ &RRNE)UHLWDV.HWHODDU1HVPLWK8SZDUG HXPDXPHQWRGRQtYHOGHDEVWUDomRQRSHQVDPHQWRHDQiOLVHDUTXLYtVWLFRV+DUULV.HWHODDU TXHPRWLYDUDPXPDQRYDSHUVSHWLYDomRGDWHRULDHGDPHWRGRORJLDDUTXLYtVWLFDV7KRPDVVHQ HLQIOXHQFLDUDPRFHUQHGDDYDOLDomRDUTXLYtVWLFD&UDLJRVVHXVFULWpULRV&RRND &RXWXUH.ROVUXGHIDWRUHVFRQGLFLRQDQWHV&UDLJ 3RURXWURODGRYHULILFDVHDLQH[RUiYHORPQLSUHVHQoDGRFRQWH[WRWHFQROyJLFRGLJLWDO5LGHQHU FXMDSURGXomRGHLQIRUPDomRUHJLVWDGDLPSRVVLELOLWDDVXDPDQXWHQomRLQGHILQLGDPHQWH)UHLWDV $SHVDU GLVVR DV RUJDQL]Do}HV S~EOLFDV H SULYDGDV HVWmR SRXFR VHQVLELOL]DGDV SDUD D DYDOLDomR RV LQVWUXPHQWRV GH DSRLR j DYDOLDomR DUTXLYtVWLFD WRUQDPVH GHVDGHTXDGRV H GHVDWXDOL]DGRV IDFH j GLQkPLFD RUJkQLFD H IXQFLRQDO H DLQGD PXLWR OLJDGDV DR VXSRUWH SDSHO H jV OyJLFDV GH SURGXomR SURFHVVDPHQWR RUJDQL]DomR H FRQVHUYDomR TXH QHOH VH FHQWUDP H YHULILFDPVH IHQyPHQRV GH UHVLVWrQFLDHSDUDOLVLDGHXWLOL]DomRGRVQRYRVLQVWUXPHQWRVFRQVLGHUDGRVJHQHUDOLVWDV7UDQVSDUHFH DVVLP XPD JUDQGH GLILFXOGDGH HP UHVROYHU R SUREOHPD GD DYDOLDomR DUTXLYtVWLFD GD LQIRUPDomR HOHWUyQLFDGHFRUUHQWHGDIDOWDGHYLVmRHVWUDWpJLFDHGHSODQHDPHQWR (VWDVLWXDomRPRWLYRXRGHVHQYROYLPHQWRGHXPDLQYHVWLJDomRTXHSHUPLWLVVHDSRQGHUDomRGHIDWRUHV DVHUHPFUX]DGRVFRPDHVSHFLILFLGDGHGRFRQWH[WRHDWUDQVYHUVDOLGDGHGRVSURFHVVRVGHQHJyFLRQR VHQWLGRGHHQFRQWUDUDOWHUQDWLYDVRXVROXo}HVDWUDYpVGHGLUHWUL]HVHRULHQWDo}HVGHHVSHFWURQDFLRQDOH LQWHUQDFLRQDOGHERDVSUiWLFDHSRQWRVGHFRQYHUJrQFLDHGLYHUJrQFLDQRHVWXGRGHVWDSUREOHPiWLFD FRPRREMHWLYRGHGDUFXPSULPHQWRjVIXQo}HVHPLVVmRGRVDWXDLVHIXWXURVFXUDGRUHVGLJLWDLVGD LQIRUPDomR GH DUTXLYR HOHWUyQLFD 3DUD WDO YHULILFRXVH D QHFHVVLGDGH GH HP VHGH GH SURMHWR GH LQYHVWLJDomRHIHWXDUXPHVWXGRH[SORUDWyULRTXHIRUQHFHVVHRHQTXDGUDPHQWRWHyULFR0HUWHQV SDHYROXomRWHUPLQROyJLFDUHODWLYDjDYDOLDomRDUTXLYtVWLFDHjLQIRUPDomRHOHWUyQLFDHLGHQWLILFDU FRUUHQWHVHSURSRVWDVGHDERUGDJHPGDDYDOLDomRDUTXLYtVWLFDHFXMDDEUDQJrQFLDSHUPLWLVVHSHUFHFLRQDU R(VWDGRGD$UWHVREUHDSUREOHPiWLFDFRQVWLWXLQGRDEDVHGRSURMHWRGHLQYHVWLJDomR&RPHIHLWRSDUD +HUQiQGH]6DPSLHUL)HUQiQGH]&ROODGRH%DWLVWD/XFLRDUHYLVmRGHOLWHUDWXUDSURSRUFLRQDR HVWDGRGDDUWHGRFRQKHFLPHQWRQDiUHDHVWXGDGDHWHPFRPRIXQomRRULHQWDUDLQYHVWLJDomRSUHYHQLU HUURVDPSOLDURKRUL]RQWHLQVSLUDUQRYRVHVWXGRVDMXGDUDHVWDEHOHFHUKLSyWHVHVHIRUQHFHUXPPDUFR GHUHIHUrQFLD$RSRVVLELOLWDUGHVHQYROYHUXPHQTXDGUDPHQWRWHyULFRHOHSHUPLWHGHVFUHYHUHH[SOLFDU   PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE  813 R IHQyPHQR FRP FRQVLVWrQFLD OyJLFD SHUVSHWLYD LQRYDomR H VLPSOLFLGDGH H VLVWHPDWL]DU R FRQKHFLPHQWR 1HVVH VHQWLGR HIHWXRXVH XPD VHOHomR GH IRQWHV GH OLWHUDWXUD FLHQWtILFD HVSHFLDOL]DGD GH RQGH VH UHFROKHUDPGDGRVFXMDDQiOLVHHLQWHUSUHWDomRSHUPLWLUDPFRQVWUXLUDQDUUDWLYDGR(VWDGRGD$UWH YDOLGDGDSHORVWH[WRVGRVDXWRUHVUHIHUHQFLDGRV9HULILFRXVHTXHRUHVXOWDGRGRHVWXGRH[SORUDWyULR SHUPLWLX GHPRQVWUDU D SHUWLQrQFLD GD LQYHVWLJDomR VREUH D DYDOLDomR DUTXLYtVWLFD GH LQIRUPDomR HOHWUyQLFD METODOLOGIA (VWHWUDEDOKRSUHWHQGHGDUUHVSRVWDjTXHVWmR4XDOpR(VWDGRGD$UWHGD$YDOLDomR$UTXLYtVWLFDGH ,QIRUPDomR(OHWUyQLFD" &RRSHUFRQVLGHUDTXHDUHYLVmRGHOLWHUDWXUDSHUPLWHLQWHJUDURTXHRXWURVIL]HUDPHDILUPDUDP FULWLFDUSURGXomRDFDGpPLFDDQWHULRUUHODFLRQDUDVVXQWRVHLGHQWLILFDUTXHVW}HVFHQWUDLVGHXPDiUHD FLHQWtILFD &UHVZHOO  LGHQWLILFD WUrV WLSRV GH XWLOL]DomR GD UHYLVmR GD OLWHUDWXUD QRV HVWXGRV TXDOLWDWLYRVTXDQGRpXWLOL]DGDSDUDHQTXDGUDURSUREOHPDQDLQWURGXomRGRHVWXGRTXDQGRHPSUHJDP XPDIRUWHWHRULDHOLWHUDWXUDGHEDVHQRLQtFLRGHXPHVWXGRSDUDTXHVHMDDFHLWHSRUXPDDXGLrQFLD IDPLOLDUL]DGDFRPDERUGDJHQVPDLVSRVLWLYLVWDVTXDQGRpDSUHVHQWDGDQRILPGRHVWXGRSDUDFRPSDUDU FRP RV UHVXOWDGRV GR HVWXGR TXDOLWDWLYR H DMXGDU QD IDVH SRVWHULRU j LGHQWLILFDomR GH SDGU}HV H FDWHJRULDV OLJDGRV D PpWRGRV LQGXWLYRV (VWH DXWRU DSRQWD WDPEpP D LPSRUWkQFLD GH GHILQLU D WHUPLQRORJLDSDUDSUHFLVDURVHXVLJQLILFDGR&RPEDVHQHVWHDXWRUHP0HUWHQVH5LGOH\ SDUDDSURGXomRGDUHYLVmRGHOLWHUDWXUDLQLFLRXVHFRPDLGHQWLILFDomRGRWHPDGHLQYHVWLJDomRVHJXLGD GDUHYLVmRGHIRQWHVVHFXQGiULDVSDUDREWHUXPDYLVmRJHUDOGRDVVXQWR 3DUDHIHLWRHIHWXRXVHDVHOHomRGHIRQWHVGHLQIRUPDomRHDSHVTXLVDHPEDVHVGHGDGRVELEOLRJUiILFDV HVSHFLILFDVGD&LrQFLDGD,QIRUPDomR%LEOLRWHFRQRPLDH'RFXPHQWDomRH$UTXLYtVWLFDGHILQLGDVa prioriSDUDHIHLWRGHFRQWURORGRXQLYHUVRGHDQiOLVHVREUHDYDOLDomRDUTXLYtVWLFDHLQIRUPDomRGH DUTXLYRHOHWUyQLFD3DUDDOpPGHSRVVLELOLWDUVHOHFLRQDUHREWHUELEOLRJUDILDHVSHFtILFDSDUDDUHFROKDGH GDGRVHVWHVGDGRVIRUDPDQDOLVDGRVHLQWHUSUHWDGRVGHPRGRDVLQWHWL]DUDLQIRUPDomRTXHSHUPLWLX REWHUXPTXDGURFRQFHSWXDOHIRUPXODUTXHVW}HVHKLSyWHVHVGHLQYHVWLJDomR(VWDDQiOLVHHLQWHUSUHWDomR WDPEpP SRVVLELOLWRX HIHWXDU XPD UHYLVmR GH OLWHUDWXUD 5LGOH\  QR VHQWLGR GH LGHQWLILFDU R HQTXDGUDPHQWR WHyULFR D HYROXomR WHUPLQROyJLFD UHODWLYD j DYDOLDomR DUTXLYtVWLFD H j LQIRUPDomR HOHWUyQLFDHDVFRUUHQWHVHSURSRVWDVGHDERUGDJHPGDDYDOLDomRDUTXLYtVWLFD7DOUHVXOWRXQDFRQVWUXomR GHXPDQDUUDWLYDFRQVWLWXtGDHP(VWDGRGD$UWHFXMDYDOLGDomRpVXVWHQWDGDSHORVWH[WRVGRVDXWRUHV UHIHUHQFLDGRV3UHWHQGHVHXPDUHYLVmRGHOLWHUDWXUDFRPXPDHVWUXWXUDFRHUHQWHHFODUDFXMDFREHUWXUD VHMDMXVWLILFDGDIDoDXPDVtQWHVHTXHGLVWLQJDRTXHIRLIHLWRHRTXHSUHFLVDVHUIHLWRTXHSHUVSHWLYHD SUREOHPiWLFDQRkPELWRPDLVDPSORGDOLWHUDWXUDFLHQWtILFDFRQWH[WXDOL]HKLVWRULFDPHQWHDLQYHVWLJDomR SUHFLVHRYRFDEXOiULRUHODWLYRDRDVVXQWRDUWLFXOHYDULiYHLVHIHQyPHQRVUHOHYDQWHVSDUDRWHPDH VLQWHWL]H H SURGX]D XPD QRYD SHUVSHWLYD VREUH D OLWHUDWXUD 3UHWHQGHVH DLQGD TXH LGHQWLILTXH DV SULQFLSDLVPHWRGRORJLDVHWpFQLFDVGHLQYHVWLJDomRXWLOL]DGDVQDiUHDHVXDVYDQWDJHQVHGHVYDQWDJHQV H TXH SHUPLWD DSUHVHQWDU QRYRV PpWRGRV H UHODFLRQDU LGHLDV H WHRULDV iUHD FRP PHWRGRORJLDV GH LQYHVWLJDomRTXHUDFLRQDOL]HGHIRUPDFUtWLFDDSHUWLQrQFLDSUiWLFDHFLHQWtILFDGDSUREOHPiWLFDGD LQYHVWLJDomR0HUWHQVSS±   VIII ENCONTRO IBÉRICO EDICIC 2017, UNIVERSIDADE DE COIMBRA, 20 A 22 DE NOVEMBRO  814 RESULTADOS $UHYLVmRGHOLWHUDWXUDHQFHWDGDQRVHLRGRGHVHQYROYLPHQWRGHVVHSURMHWRSHUPLWLXSHUFHFLRQDUXPD FDGD YH] PDLRU GHSHQGrQFLD GD WHFQRORJLD GLJLWDOQD SURGXomRJHVWmRGLVVHPLQDomR GD LQIRUPDomR 5LGHQHU  TXH WHP OHYDGR DR VXUJLPHQWR GD SUREOHPiWLFD GD GRFXPHQWDomRLQIRUPDomR HOHWUyQLFD QRYRV FRQWH[WRV GH GHSHQGrQFLD XWLOL]DomR VXSRUWHV PHWDLQIRUPDomR %HDUPDQ  %RQDO=D]RE%RQDO=D]R/RUHQ]R&iFHUHV'ROODU)UHLWDV5LGHQHU &DEHDRVDUTXLYLVWDVRSDSHOGHFXUDGRUSDUDJDUDQWLUDFRPSUHHQVmR)UHLWDV+HGVWURP  SUHVXQomR GH LQWHJULGDGH DXWHQWLFLGDGH H ILGHGLJQLGDGH 'XUDQWL   'XUDQWL  0DF1HLO,&$0DF1HLOTXHSHUPLWDGRFXPHQWDUDPHPyULDSHODLQIRUPDomR UHJLVWDGD &RRN D 7DO UHTXHU D DYDOLDomR DUTXLYtVWLFD TXH GHYH WHU XP SDSHO GH FULDomRDWULEXLomRHUHDWULEXLomRGHYDORURTXHUHPHWHSDUDXPDWHQVmRHQWUHPHPyULDHHVTXHFLPHQWR .HWHODDUHPTXHRSDSHOGRDUTXLYLVWDSDVVDSRULGHQWLILFDUSURFHVVRVVRFLDLVTXHLPSRUWDP UHFRUGDUHRVUHJLVWRVTXHSURPRYHPHVVDOHPEUDQoDPHPyULD+DUULV7DOWUDGX]VHWDPEpP QXPDWHQVmRHQWUHPHPyULDRILFLDOGR(VWDGRHPHPyULDFROHWLYDGD6RFLHGDGHHDRPHVPRWHPSR QXPDWHQVmRHQWUHDYDOLDomRRSDFDHDYDOLDomRWUDQVSDUHQWH&R[(DVWZRRG)UHLWDV -DUGLP  1HVWD SHUVSHWLYD &RRN  ID] XPD LQWHUSUHWDomR GR SDSHO GR DUTXLYLVWD FRPR DWRUVXMHLWRTXHGHFLGHVHOHFLRQDTXHPHPyULDTXHPHTXHDo}HVRFRUUrQFLDVILFDUmRUHSUHVHQWDGRVQR DUTXLYRVHQGRTXHDDYDOLDomRRFRUUHDWRGRRPRPHQWRGHVGHRPRPHQWRGDSURGXomRFRQVLGHUDQGR VH XPD IXQomR TXH LQFOXL YiULDV WDUHIDV H[HFXWDGDV SHOR DUTXLYLVWDTXHDYDOLDDVVLPRYDORUD LPSRUWkQFLDDUHOHYkQFLDHRLPSDFWRGRVUHJLVWRVGRFXPHQWRV5LGHQHU'HVWDIRUPDFDEHDR DUTXLYLVWDGHFLGLURTXHpGHVWUXtGRFRQVHUYDGRRTXHVHWRUQDGHILQHRDUTXLYRRTXHHVSROHWDXPD WHQVmRHQWUHRHVWHUHyWLSRGHSDVVLYLGDGHFRPRPHGLDGRUKRQHVWRHQWUHSURGXWRUHVGDLQIRUPDomRH LQYHVWLJDGRUHVHFRPRFRQVWUXWRUHVGDPHPyULDVRFLDO&RRNHPSDUDOHORFRPDWHQVmRHQWUH DERUGDJHQVWHyULFDVHSUiWLFDVDUTXLYtVWLFDVPRGHUQDVFXVWRGLDLVHFRQWHPSRUkQHDVSyVFXVWRGLDLV )UHLWDV  (VWDV WHQV}HV UHYHODP WDPEpP D H[LVWrQFLD GH WHQV}HV HQWUH D DYDOLDomR PRGHUQDSRVLWLYLVWDHDDYDOLDomRSyVPRGHUQDTXHLQFOXHPDWHQVmRHQWUHSUHVVXSRVWRVGHREMHWLYLGDGH HLPSDUFLDOLGDGHHDVXEMHWLYLGDGHQDDYDOLDomR%URWKPDQ&RRNE+DUULV .HWHODDU1HVPLWK8SZDUG(VWDWHQVmRSHUPLWHSHUVSHWLYDURV GRFXPHQWRVFRPRUHVXOWDGRGHXPFRPSOH[RSURFHVVRGHFRQVWUXomRGHLQIRUPDomR)UHLWDV +DUULVFXMDDYDOLDomRGHYHFRQVWLWXLUXPH[HUFtFLRGHPRFUiWLFRWUDQVSDUHQWHUHIOH[LYRFRP GHFLV}HV IXQGDPHQWDGDV SDUD HIHLWRV GH FRQWUROR GD VXEMHWLYLGDGH LQHUHQWH &RRN E  (DVWZRRG)UHLWDV+DUULV-DUGLP.HWHODDU5LGHQHU 'DGDDWHQVmRHQWUHDQHFHVVLGDGHGHSUHVHUYDULQIRUPDomR~QLFDHRULJLQDOHDVQHFHVVLGDGHVOLPLWDo}HV OHJDLVHHFRQyPLFDVGDVRUJDQL]Do}HVSDUDUHWHULQIRUPDomR2¶7RROH5LGHQHUYHULILFD VHDDVVXQomRGDLPSRUWkQFLDGDDYDOLDomRGHFDUiWHUWUDQVYHUVDOTXHSHUPLWHGHVHQYROYHUHVWUDWpJLDV FRPXQVSDUDHQWLGDGHVGLIHUHQWHVFRPWLWXODULGDGHVHPHOKDQWHLPSOLFDQGRDYLQFXODomRGDIXQomRGH DYDOLDomRDRXWUDVIXQo}HV)UHLWDV)UHLWDV&RUXMR6RXVD-RQNHU3HQWHDGR /RXUHQoR&*GD6LOYDHWDO3DUD5LGHQHUSjPHGLGDTXHRVSURGXWRUHV H RV DUTXLYLVWDV GH LQIRUPDomR GH DUTXLYR HOHWUyQLFD VH WRUQDP PDLV GHSHQGHQWHV GDV WHFQRORJLDV GLJLWDLVHVVDLQIRUPDomRGHDUTXLYRHOHWUyQLFRHDVTXHVW}HVSyVFXVWRGLDLVYmRFRQWLQXDUDDPSOLDUD VXDLPSRUWkQFLDHPWHUPRVGHSUiWLFDHWHRULD&RFFLROR5DYHQWyV$OILHU5RGUtJXH] %RQLOOD2OLYHUD(VWHFHQiULRSHUPLWHHYLGHQFLDUXPDGLQkPLFDGHFULDomRHPRGLILFDomRGH SDUDGLJPDVDUTXLYtVWLFRVTXHSRGHUmRFRQGX]LUQRIXWXURDWHQGrQFLDVTXHSRGHPLQFOXLUDDYDOLDomR LQIRUPDODUHDomRjVXEMHWLYLGDGHDXPDFULVHGHUHWHQomRHDFHVVLELOLGDGHGHLQIRUPDomRGHDUTXLYR HOHWUyQLFD5LGHQHU1RHQWDQWRDXWRUHVFRPR(DVWZRRGH0DF1HLOH)UHLWDV   PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE  815 FRQVLGHUDPTXHDSRODUL]DomRGRGHEDWHWHyULFRFDXVDGDSHORVGHVDILRVSRVWRVSHORFRQWH[WRGLJLWDO SRGHVHUVXSHUDGDDWUDYpVGHDERUGDJHQVKROtVWLFDVDSRLDGDVQDYLVmRWUDQVYHUVDOGDDYDOLDomR 2XWURUHVXOWDGRYLVtYHOIRLRHVWXGRWHUPLQROyJLFRGD$YDOLDomR$UTXLYtVWLFDHGD,QIRUPDomR(OHWUyQLFD H RXWURV WHUPRV UHODFLRQDGR QDV OtQJXDV SRUWXJXHVD FDVWHOKDQD IUDQFHVD H DQJORVD[yQLFD H TXH SHUPLWLXMXVWLILFDUDHVFROKDWHUPLQROyJLFD$VVLPSDUWLQGRGHHQWLGDGHVQDFLRQDLVFRPRR$UTXLYR 1DFLRQDOGR%UDVLODSubdirección General de los Archivos EstatalesGH(VSDQKDD Direction des Archives de FranceR,QVWLWXWR3RUWXJXrVGH4XDOLGDGHRUJDQLVPRQDFLRQDOGH QRUPDOL]DomRHQWLGDGHVHSURMHWRVLQWHUQDFLRQDLVFRPRRInternational Council on Archives ,&$RXRInterPARESDVVRFLDo}HVFLHQWtILFRSURILVVLRQDLVFRPRD Society of American Archivists3HDUFH0RVHVHDXWRUHVFRPR&UX]0XQGHW+HUHGLD +HUUHUDH)DULDH3HULFmRSRGHVHSHUVSHWLYDUD$YDOLDomR$UTXLYtVWLFDFRPRXPDIXQomR PDVWDPEpPFRPRSURFHVVRGHDQiOLVHGDLQIRUPDomRGHDUTXLYRSDUDGHFLGLURSUD]RGHFRQVHUYDomR HSDUDLGHQWLILFDUYDORUFRPEDVHHPIDWRUHVGLIHUHQFLDGRV$DQiOLVHHIHWXDGDFRPEDVHQDVHQWLGDGHV HDXWRUHVMiPHQFLRQDGRVHWDPEpPRXWUDVHQWLGDGHVFRPRRNational Archives of AustraliaR &RQVHOKR1DFLRQDOGH$UTXLYRV&21$54GR%UDVLOR*RYHUQRGR&DQDGiD'LUHomR *HUDO GH $UTXLYRV GH 3RUWXJDO %DUEHGR &RUXMR  6DQW¶$QD  D Secretaría General de Administración DigitalGH(VSDQKDD&RPLVVmR(XURSHLDHRDLM-Forum R,&$HRInterPARESHRBureau of Canadian ArchivistsOHYDDFRQVLGHUDURFRQFHLWR GH,QIRUPDomR(OHWUyQLFDFRPRVHQGRRPDLVDEUDQJHQWHQDPHGLGDHPTXHHYRFDWDPEpPFRQWH~GRV QmRHVWUXWXUDGRVRXQmRDSUHVHQWDGRVFRPRGRFXPHQWRVFRPRRVTXHH[LVWHPQRVVLVWHPDVHOHWUyQLFRV GHLQIRUPDomRFRPUHJLVWRVUHVXOWDQWHVGRVSURFHVVRVGHQHJyFLR(VVDDEUDQJrQFLDWDPEpPVHYHULILFD SHORIDFWRGHLQFOXLUGRFXPHQWRVHLQIRUPDomRGLJLWDOHTXHSRGHHVWDUDUPD]HQDGDHPVXSRUWHVGH OHLWXUDDQDOyJLFDRXGLJLWDO)DFHDWDLVFRQVLGHUDo}HVHVWHHVWXGRWHUPLQROyJLFRSHUPLWLXDOLFHUoDUH HVWDELOL]DURYRFDEXOiULRDXWLOL]DUQDLQYHVWLJDomRTXHVHWHPYLQGRDGHVHQYROYHU 3DUD DOpP GLVVR D OLWHUDWXUD FLHQWtILFD GHPRQVWURX D H[LVWrQFLD GH YiULDV FRUUHQWHV H SURSRVWDV GH DERUGDJHPSDUDDDYDOLDomRDUTXLYtVWLFDDOJXPDVGHODVFRQWHPSRUkQHDVHQWUHVL$VVLPYHULILFDVHTXH FRPRGHVHQYROYLPHQWRGDWHRULDDUTXLYtVWLFDQRV~OWLPRVDQRVHDH[LVWrQFLDGHXPDYDVWDJDPD GHDUTXLYRVHSDUWLFXODULGDGHVIRUDPVXUJLQGRXPFRQMXQWRGHDERUGDJHQVWHyULFDVQRPHDGDPHQWHQR FDPSRGRVGLVFXUVRVTXHHQYROYHPDDYDOLDomRDUTXLYtVWLFD5LGHQHUS'DtTXHSDUDVH FRPSUHHQGHUDH[LVWrQFLDGRVYiULRVGLVFXUVRVGDWHRULDDUTXLYtVWLFDVHMDQHFHVViULRWHPHPFRQWDR GHVDFRUGRUHODWLYRjIRUPDFRPRRVDUTXLYLVWDVGHYHULDPVHOHFLRQDURPDWHULDOTXHGHYHULDID]HUSDUWH GRVDUTXLYRV$VVLPDSHVDUGRVJUDQGHVWHyULFRVGDDUTXLYtVWLFDGRVILQDLVGRVpFXOR;,;UHQHJDUHPD LPSRUWkQFLDGDDYDOLDomR&RRNEH'XUDQWLFRQVLGHUDPTXHHVWDHPHUJHDSDUWLUGHVVH SHUtRGRDVVRFLDGDjUHVSRQVDELOLGDGHGHFRQVHUYDULQIRUPDomRGHDUTXLYRFHQWUDGDHPFRQFHLWRVFRPR DLPSDUFLDOLGDGHDHYLGrQFLDHDSHUSHWXDomRGDPHPyULDSDUDDSRLDUDLQYHVWLJDomRKLVWyULFDGH FDUiFWHUSRVLWLYLVWDIDFWXDOHHPEXVFDGDYHUGDGH~QLFDHQHXWUD 2DXPHQWRGDSURGXomRGRFXPHQWDOQD3ULPHLUD*XHUUD0XQGLDOHDH[SORVmRGHLQIRUPDomRUHJLVWDGD DSDUWLUGRVDQRVGRVpFXORSDVVDGROHYRXDTXHDDYDOLDomRVHWRUQDVVHUHSUHVHQWDWLYDGRVGLVFXUVRV WHyULFRVQDSURILVVmRSHODQHFHVVLGDGHGHID]HURHTXLOtEULRHQWUHDVQHFHVVLGDGHVPDWHULDLVHWHyULFDV HDRPHVPRWHPSRPDQWHUDSUHFLVmRHYLGHQFLDO2VDYDQoRVGRVpFXOR;;GHPRQVWUDUDPWDPEpPD QHFHVVLGDGHGHSURFHGHUDXPDVHOHomRRTXHGHXRULJHPDTXHVW}HVOLJDGDVFRPDGHWHUPLQDomRGH TXHPGHYHULDVHUUHVSRQViYHOSHODWRPDGDGHGHFLVmRHTXHFULWpULRVXWLOL]DUSDUDGHWHUPLQDURYDORU   VIII ENCONTRO IBÉRICO EDICIC 2017, UNIVERSIDADE DE COIMBRA, 20 A 22 DE NOVEMBRO  816 'HXPODGRVXUJHDHVFROD-HQNLVRQLDQDTXHHQIDWL]DYDDREMHWLYLGDGHGRDUTXLYLVWDHDLPSDUFLDOLGDGH GDLQIRUPDomRGHDUTXLYRQDPHGLGDHPTXHDGHFLVmRFDEHULD DRSURGXWRURXDGPLQLVWUDGRUHP PHOKRUHVFRQGLo}HVSDUDGHWHUPLQDURTXHGHYHULDFRQWLQXDUDUHVSRQGHUjVVXDVQHFHVVLGDGHVGHL[DQGR GHIRUDRDUTXLYLVWD&RRNE 1RXWUDSHUVSHWLYD VXUJHD HVFROD6FKHOOHQEHUJLDQD TXHGHIHQGHRHQYROYLPHQWRGR DUTXLYLVWDQD WRPDGDGHGHFLVmRFRPRUHVSRQViYHOSHODFXVWyGLDDORQJRSUD]RGDLQIRUPDomRGHDUTXLYRSRUVHUHP RV~QLFRVFDSD]HVGHID]HURHTXLOtEULRHQWUHDVQHFHVVLGDGHVHYLGHQFLDLVGHXWLOL]DomRPHPyULDH LQYHVWLJDomR'HVWDHVFRODVXUJHDGLIHUHQFLDomRHQWUHRYDORUSULPiULRGRVSURGXWRUHVHYLGHQFLDO OLJDGR D TXHVW}HV DGPLQLVWUDWLYDV OHJDLV ILVFDLV H R YDORU VHFXQGiULR OLJDGR DR WHVWHPXQKR LQVWLWXFLRQDOPHPyULD H DR YDORU LQIRUPDFLRQDO SDUD XPD YDVWD JDPD GH XWLOL]DGRUHV H DV VXDV QHFHVVLGDGHVIXWXUDVGHHYLGrQFLDHLQIRUPDomRKLVWyULFD.ROVUXG 2DXPHQWRGRQ~PHURHGHWLSRVGHDUTXLYRVRFRUULGRVGDtHPGLDQWHIL]HUDPIORUHVFHUXPFRQMXQWRGH QRYDVQHFHVVLGDGHVSHUFHFLRQDGDVHPQRYRVS~EOLFRVXWLOL]DGRUHVTXHHPVLPXOWkQHRFRPDVQRYDV WHFQRORJLDVSURYRFDUDPQRYRVHQTXDGUDPHQWRVWHyULFRVDERUGDJHQVPHWRGROyJLFDVHDQiOLVHFUtWLFD TXHSRGHPRVLGHQWLILFDUFRPR3yV0RGHUQDV (VWDPXGDQoDGDDYDOLDomRSDVVLYDSDUDXPDDYDOLDomRDWLYDpFRQVLGHUDGDSRU&RRNEFRPRR PDUFRHPTXHDVLQVWLWXLo}HVGHDUTXLYRGHL[DPVHUVRPHQWHFHQWURVGHHYLGrQFLDHSDVVDPWDPEpPD VHUORFDLVGHPHPyULDHFRQVWUXomRGHQDUUDWLYD2ILPGRVpFXOR;;YrFKHJDUQRYDVSHUVSHWLYDV OLJDGDVDRVXUJLPHQWRGRSODQHDPHQWRHVWUDWpJLFRDSULRUtVWLFRFRPRILPGHGHVHQYROYHUDFHUYRVFRP EDVH HP FULWpULRV WHPiWLFRV SHUVLVWHQWHV RX IXQFLRQDLV HRX RUJDQL]DFLRQDLV QR kPELWR GH XPD VRFLHGDGH JUXSR RX RUJDQL]DomR H TXH SHUPLWLVVHP DODUJDU R Q~PHUR GH JUXSRV SDUWLFLSDQWHV QD DYDOLDomRDRPHVPRWHPSRTXHVXUJHPHFUHVFHPUHSRVLWyULRVDUTXLYtVWLFRVTXHVHUYHPRUJDQL]Do}HV QmRJRYHUQDPHQWDLVHGHFRPXQLGDGHVLQIRUPDLVTXHSDUWLOKDPRVPHVPRVYDORUHVHQHFHVVLGDGHV &RRNE 7RUQDVHSDWHQWHTXHRVDUJXPHQWRVHQRUPDVTXHVHUYHPRUJDQL]Do}HVHVWiYHLVHGXUDGRXUDVFRPR DXWDUTXLDVHJRYHUQRVQmRVmRDGHTXDGDVSDUDRGHVHQYROYLPHQWRGHSURJUDPDVDUTXLYtVWLFRVSDUDR VHWRUSULYDGRSHVVRDVHFRPXQLGDGHVLQIRUPDLVGHLQWHUHVVHRXPHVPRSURMHWRVPXOWLLQVWLWXFLRQDLVH PXOWLMXULVGLFLRQDLV$VWHRULDVGDDYDOLDomRDUTXLYtVWLFDGRVILQVGRVpFXOR;;LQLFLDYDPPXLWDVYH]HV DVXDDERUGDJHPSHODDQiOLVHGDLPSRUWkQFLDGDIXQomRXQLGDGHRUJkQLFDRXSHVVRDTXHSURGX]LDR PDWHULDORXSHODGHILQLomRGHWHPiWLFDVPRYLPHQWRVRXSHVVRDVTXHRDFHUYRSUHWHQGHGRFXPHQWDUH DSOLFDUPHWRGRORJLDVFRPRDdocumentation strategy 6DPXHOVRXdocumentation plan%RRPV  6HDDYDOLDomRGHYHIRFDUVHQRVSUySULRVUHJLVWRVGHLQIRUPDomRGHDUTXLYRFRPRREMHWLYRGHWHQWDU FRPSUHHQGHUVHGHWrPYDORULQWUtQVHFRRXHVWUXWXUDOPHQWHHPUHODomRDRXWURVPDWHULDLVRXSRUHVWDUHP DVVRFLDGRVDXPJUXSRRXDFRQWHFLPHQWRYiULRVWHyULFRVGDDYDOLDomRDUTXLYtVWLFDGR VpFXOR ;;, GHIHQGHPXPSURFHVVRGHDYDOLDomRPDLVDEVWUDWRMXVWLILFDQGRHVVDRSomRFRPRFXVWRGRVUHFXUVRV LQYHVWLGRV H D GLILFXOGDGH HP SUHGL]HU DV QHFHVVLGDGHV H LQWHUHVVHV IXWXURV UHODWLYDPHQWH D HVVD LQIRUPDomR8PDGHVVDSURSRVWDVpDPDFURDYDOLDomRTXHVHIRFDQRVLJQLILFDGRGRFRQWH[WRDORFDQGR DLQIRUPDomRHPJUDQGHVWHPiWLFDVHUHODFLRQDRVFRPXPPDQGDWRHVSHFtILFRRXUHVSRQVDELOLGDGH VRFLDOEHPGHILQLGD&RRNE:LOOLDPV (VWH HQTXDGUDPHQWR GDV DERUGDJHQV SDUD D DYDOLDomR DUTXLYtVWLFD GHPRQVWUD D LPSRUWkQFLD GH DSUHVHQWDUVXFLQWDPHQWHDOJXQVGRVSURMHWRVTXHDSDUWLUGRVDQRVGHVHPERFDUDPHPPHWRGRORJLDV   PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE  817 GH DYDOLDomR TXH 0DNKORXI 6KDERX D FODVVLILFD HP FLQFR PRGHORV Documentation Plan Documentation Strategy Macro-avaliação Abordagem do utilizador Abordagem da avaliação integrada7DODSUHVHQWDomRWRPDIRUPDQRGHVHQYROYLPHQWRGHXPTXDGURFRPSDUDWLYRGDVYiULDV DERUGDJHQVHPWHUPRVGHFRQFHLWRVLGHLDVFKDYHTXHGiUHVSRVWDDR©TXHpDYDOLDGRª©TXHPDYDOLDª ©FRPRªH©TXDQGRªHPFDGDXPDGHVVDVFRUUHQWHVWHQGRFRPREDVHDXWRUHVFRPR%RRPV &RRN&RXWXUH'XUDQWL'XUDQWLH)UDQNV (DVWZRRG0DNKORXI6KDERXED0DUVKDOO0HQQH+DULW] 5RXVVHDXH&RXWXUHH6DPXHOV(VWHTXDGURFRPSDUDWLYRWUDQVSDUHFHQR4XDGUR HPDQH[R 3DUDUHVSRQGHUjTXHVWmR©TXDQGRªpQHFHVViULRDERUGDURRecords Lifecycle HRRecords Continuum 'HDFRUGRFRP5RXVVHDX&RXWXUHDLGHLDGRFLFORGHYLGDGRVGRFXPHQWRVWHPRULJHPQD DERUGDJHP GD H[LVWrQFLD GR YDORU DGPLQLVWUDWLYR H GR YDORU GH WHVWHPXQKR GRV GRFXPHQWRV LGHQWLILFDGRUHVGHXPSHUtRGRDWLYRHGHXPSHUtRGRLQDWLYRHSHORIDFWRGDH[SORVmRGRFXPHQWDOGRV DQRVWHUIHLWRHYLGHQFLDUDH[LVWrQFLDGHXPSHUtRGRGHVHPLDWLYLGDGHHPTXHRVGRFXPHQWRV DLQGDWHULDPXPDXWLOLGDGHDGPLQLVWUDWLYDHPERUDUHGX]LGD6FKHOOHQEHUJSS±$VVLP SHUVSHWLYDDH[LVWrQFLDGHHWDSDVFODUDPHQWHGHILQLGDVQDJHVWmRGRFXPHQWDO$SHVDUGHGLIHUHQoDV FRQVRDQWHDpSRFDHRSDtVWRGRVRVPRGHORVLQFOXHPFULDomRRXUHFHomRXVRHHOLPLQDomR$OJXQV PRGHORVGLVWLQJXHPHQWUHXVRDWLYRHLQDWLYRHHQWUHGHVWUXLomRHFRQVHUYDomR(VWDDERUGDJHPVHUYH DWXDOPHQWHGHEDVHDSURMHWRVOLJDGRVDVLVWHPDVGHJHVWmRGRFXPHQWDOFRPRRDoD Standard 5015.2 (8$ 'HSDUWPHQW RI 'HIHQVH  H SUHVHUYDomR GLJLWDO FRPRRGRDigital Curation Centre 3HQQRFN 3DUDOHODPHQWH$QDILUPDTXHRWHUPRcontinuumVXUJHSHODSULPHLUDYH]SHODPmRGRDUTXLYLVWD DXVWUDOLDQR ,DQ 0DFOHDQ QRV DQRV  PDV Vy FRPHoD D JDQKDU H[SUHVVLYLGDGH HP  FRP R DUTXLYLVWD FDQDGLDQR -D\ $WKHUWRQ 1RV DQRV  8SZDUG   GHVHQYROYH R Records ContinuumFRPRXPPRGHORPDLVOLJDGRjQHFHVVLGDGHGHFRQWURODUHJHULULQIRUPDomRHOHWUyQLFDGH IRUPDFRQVLVWHQWHGHVGHDSURGXomRGDLQIRUPDomRHDQWHVGDSURGXomRQDFRQFHomRGRVVLVWHPDVGH JHVWmRGHDUTXLYRDWpjSUHVHUYDomRHXWLOL]DomRIRUDGRVkPELWRVSDUDRVTXDLVIRUDPFULDGRV $QDSUHVHQWDXPDFRPSDUDomRHQWUHRVGRLVPRGHORVUHIHULQGRTXHRRecords Lifecycle VHIRFD QRVGRFXPHQWRVFRPRHQWLGDGHItVLFDSULQFLSDOPHQWHRVSURGX]LGRVHPSDSHOFRQWUDVWDQGRFRPR Records Continuum TXH VH IRFD QR FRQWH~GR FRQWH[WR H HVWUXWXUD H QDV TXHVW}HV GH SURFHVVR ILQDOLGDGH H DV UHODo}HV GRV GRFXPHQWRV SULQFLSDOPHQWH HP DPELHQWH GLJLWDO 3DUD DOpP GLVVR R Records LifecycleFRQVLGHUDTXHRVGRFXPHQWRVSDVVDPSRUXPDVHTXrQFLDGHIDVHVEHPGHILQLGDVH FRP GLVWLQWDV IRUPDV GH JHVWmR H SRU JUXSRV SURILVVLRQDLV GLIHUHQFLDGRV DWp VHUHP HOLPLQDGRV RX FRQVHUYDGRVSRUILQVGLIHUHQWHVDRVTXHFRQGX]LUDPDVXDSURGXomRHQTXDQWRRRecords Continuum SHUVSHWLYDRVGRFXPHQWRVGHIRUPDPXOWLGLPHQVLRQDOHFRPXPDJHVWmRLQWHJUDGDGRSURFHVVRGH QHJyFLR H GR SURFHVVR GRFXPHQWDO TXH SHUPLWH FXPSULU VLPXOWDQHDPHQWH FRP YiULDV ILQDOLGDGHV LQGHSHQGHQWHPHQWHGRVHXSRQWRGHH[LVWrQFLD$VVLPRRecords LifecycleFRQVLGHUDGLIHUHQWHVYDORUHV FRUUHQWHRXKLVWyULFRQDVHOHomRGRFXPHQWDOVHQGRDDYDOLDomRXPDIDVHILQDOGRFLFORWHQGRRV SURILVVLRQDLVGHDUTXLYRXPSDSHOSDVVLYRHUHDWLYROLJDGRDHVWUDWpJLDVFXVWRGLDLVHQTXDQWRRRecords ContinuumFRQVLGHUDXPYDORUFRQWtQXRTXHLQFOXLRFRUUHQWHHKLVWyULFRHPTXHDDYDOLDomRGHFRUUH GXUDQWHWRGRRWHPSRVHQGRTXHRVSURILVVLRQDLVGHDUTXLYRWrPXPSDSHOSURDFWLYRHSyVFXVWRGLDO FRP UHVSRQVDELOLGDGHV QD SURGXomR GH SROtWLFDV H QRUPDV GH JHVWmR GRFXPHQWDO SODQHDPHQWR H LPSOHPHQWDomRGHVLVWHPDVGHJHVWmRGRFXPHQWDOFRQVXOWRUHVHIRUPDGRUHV7UDWDPVHDVVLPGHGXDV SRVLo}HVGLVWLQWDV±PRGHUQDVHSyVPRGHUQDVGHJHVWmRGHGRFXPHQWRVHOHWUyQLFRV   VIII ENCONTRO IBÉRICO EDICIC 2017, UNIVERSIDADE DE COIMBRA, 20 A 22 DE NOVEMBRO  824 3UDKUDQ 7LOGH 3XEOLVKLQJ 2EWLGR GH KWWSR]NXQL]GKUUDPVZS FRQWHQWXSORDGV&KDSWHU5HVHDUFK0HWKRGV:LOOLDPVRQ-RKDQVRQSGI 0HQQH+DULW]$$SSUDLVDORUGRFXPHQWDWLRQFDQZHDSSUDLVHDUFKLYHVE\VHOHFWLQJFRQWHQW" The American Archivist57± 0HUWHQV'0Research methods in education and psychology: Integrating diversity with quantitative and qualitative approachesDHG7KRXVDQG2DNV&$6DJH3XEOLFDWLRQV 1HVPLWK76HHLQJDUFKLYHV3RVWPRGHUQLVPDQGWKH&KDQJLQJ,QWHOOHFWXDO3ODFHRI$UFKLYHV The American Archivist65± 2¶7RROH-2QWKH,GHDRI8QLTXHQHVVThe American Archivist57± 3HDUFH0RVHV 5  A glossary of archival and records terminology &KLFDJR 6RFLHW\ RI $PHULFDQ$UFKLYLVWV 3HQQRFN0'LJLWDO&XUDWLRQ$/LIH&\FOH$SSURDFKWR0DQDJLQJDQG3UHVHUYLQJ8VDEOH 'LJLWDO,QIRUPDWLRQLibrary & Archives Journal± 3HQWHDGR3/RXUHQoR$$FDPLQKRGD$6,$±$YDOLDomR6XSUDLQVWLWXFLRQDOGD,QIRUPDomR $UTXLYtVWLFD $SUHVHQWDGR QD R &RQJUHVVR 1DFLRQDO %$' eYRUD $3%$' 2EWLGR GH KWWSZZZEDGSWSXEOLFDFRHVLQGH[SKSFRQJUHVVRVEDGDUWLFOHYLHZ 5DYHQWyV3$OILHU90<DKRUDTXHKHPRVORJUDGRFXPSOLUFRQHOHVWiQGDU2$,6¢TXp KDFHPRV"0iVDOOiGHOPLWRGHODDXWRVXILFLHQFLDGH2$,6Tabula19± 5LGHQHU-From Polders to Postmodernism: A Concise History of Archival Theory/LWZLQ %RRNV2EWLGRGHKWWSVERRNVJRRJOHSWERRNV"LG 5<7O+]F& 5LGOH\'The literature review: A step-by-step guide for studentsD/RV$QJHOHV&$6DJH 3XEOLFDWLRQV 5RGUtJXH]$'%RQLOOD902OLYHUD/+/DWUDQVIRUPDFFLyQGLJLWDOXQDRSRUWXQLGDG GHLQQRYDFLyQHQORVDUFKLYRVTabula± 5RXVVHDX-<&RXWXUH&Les fondements de la discipline archivistique4XHEHF3UHVVHV GHO¶8QLYHUVLWpGH4XpEHF 6DPXHOV+:KRFRQWUROVWKHSDVWThe American Archivist49± 6DPXHOV+,PSURYLQJRXUGLVSRVLWLRQ'RFXPHQWDWLRQVWUDWHJ\Archivaria33:LQWHU ± 6DUDFHYLF7&LrQFLDGDLQIRUPDomRRULJHPHYROXomRHUHODo}HVPerspectivas em Ciência da Informação1± 6DUDFHYLF7,QIRUPDWLRQVFLHQFHJournal of the American Society for Information Science 50± 6FKHOOHQEHUJ75Modern Archives: Principles and Techniques>&KLFDJR@8QLYHUVLW\RI &KLFDJR3UHVV   PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE  825 6LOYD $  5LEHLUR )  Das “ciências” documentais à ciência da informação: ensaio epistemológico para um novo modelo curricular.3RUWR$IURQWDPHQWR 6LOYD&*GD0HOR'0DFKDGR)1HYHV+6DOJXHLUR,$QWRQLD1*DJR53URMHWR GH$YDOLDomR6XSUDLQVWLWXFLRQDOGD,QIRUPDomR$UTXLYtVWLFD$6,$WHFHQGRUHODo}HV$SUHVHQWDGRQD R &RQJUHVVR 1DFLRQDO %$' eYRUD $3%$' 2EWLGR GH KWWSZZZEDGSWSXEOLFDFRHVLQGH[SKSFRQJUHVVRVEDGDUWLFOHYLHZ 7KRPDVVHQ7$ILUVWLQWURGXFWLRQWRDUFKLYDOVFLHQFHArchival science1± 81,2 (8523(,$ &RPLVVmR (XURSHLD  Model Requirements for the Management of Electronic Records: MoReq Specification /X[HPEXUJR 2IILFH IRU 2IILFLDO 3XEOLFDWLRQV RI WKH (XURSHDQ&RPPXQLWLHV 8SZDUG )  6WUXFWXULQJ WKH 5HFRUGV &RQWLQXXP  3DUW 2QH 3RVWFXVWRGLDO SULQFLSOHV DQG SURSHUWLHVArchives and Manuscripts24± 8SZDUG )  6WUXFWXULQJ WKH 5HFRUGV &RQWLQXXP 3DUW 7ZR 6WUXFWXUDWLRQ 7KHRU\ DQG 5HFRUGNHHSLQJArchives and Manuscripts25± :LOOLDPV&6WXG\LQJUHDOLW\WKHDSSOLFDWLRQRIWKHRU\LQDQDVSHFWRI8.SUDFWLFHArchivaria 62)DOO±    VIII ENCONTRO IBÉRICO EDICIC 2017, UNIVERSIDADE DE COIMBRA, 20 A 22 DE NOVEMBRO  826 ANEXO 4XDGUR4XDGUR6tQWHVHGDV$ERUGDJHQVGD$YDOLDomR$UTXLYtVWLFD Abordagem $XWRUHV ([SRHQWH V 3DtVHV (VFRODV &RQFHLWRVHRX ,GHLDVFKDYH 2TXr 4XHP &RPR Documentation Plan +DQV %RRPV $QJHOLND 0HQQH +DULW] $OHPDQKD %DVHDGRQRV $VVXQWRV 8WLOL]DomRGRV YDORUHVGD pSRFD &RQWH[WR SOXUDOLVWD 'RFXPHQWRV TXHUHIOLWDPRV YDORUHVGD 6RFLHGDGHGD pSRFDHPTXH IRUDPFULDGRV 2DUTXLYLVWDj OX]GRV UHVXOWDGRVGD DQiOLVHGD RSLQLmR S~EOLFDYiULRV LQWHUYHQLHQWHV  $QiOLVH+LVWyULFD FUtWLFDGDV WHPiWLFDV VLJQLILFDWLYDVGD VRFLHGDGHH DQiOLVHGD RSLQLmRS~EOLFD QXPGDGR SHUtRGRSDUD FULDUXP3ODQRRX &UyQLFDTXH VHUYHGHJXLDj DYDOLDomRH VHOHomR Documentation Strategy +HOHQ 6DPXHOV /DUU\ -DFNPDQ 3DWULFLD $URQQVRQ (8$ $QiOLVH )XQFLRQDO $UTXLYLVWDV SDUWLFLSDQWHV DWLYRV 3URFHVVR LQWHUGLVFLSOLQDU 0DWHULDO GRFXPHQWDO UHOHYDQWHH UHSUHVHQWDWLYR GDVIXQo}HVQR VHLRGDVTXDLV IRLSURGX]LGR GRFRQMXQWRGH LQVWLWXLo}HV FRQVLGHUDGDV HVVHQFLDLV WHQGRHP FRQWDRV DVVXQWRVGD VRFLHGDGH PRGHUQD 3URFHVVR FRODERUDWLYR HQWUH DUTXLYLVWDH SURGXWRU $UTXLYLVWDV FRPR SDUWLFLSDQWHV DWLYRVQD FULDomR DQiOLVHH VHOHomRGH GRFXPHQWRVGH DUTXLYR $QiOLVH )XQFLRQDO LQWHULQVWLWXFLRQDO HJHUDOSDUD HQFRQWUDURV DVVXQWRV HVVHQFLDLVj 6RFLHGDGHH LQWUDLQVWLWXFLRQDO FRQWH[WXDOGR SURGXWRU HVVHQFLDLVj 6RFLHGDGH 0RGHUQD 3ODQHDPHQWRSDUD GHWHUPLQDURTXH pDGRFXPHQWDomR DSURSULDGDSDUD FDGDiUHD DQDOLVDGD Macroavaliação 7HUU\ &RRN &DQDGi $XVWUiOLD H1RYD =HOkQGLD $ERUGDJHP WHyULFDSDUD GHWHUPLQDUR YDORUGRV GRFXPHQWRVH QRYDDERUGDJHP SUiWLFDSDUD LPSOHPHQWDU HVVDWHRULD 'RFXPHQWRV SHUWLQHQWHV SDUDDPHPyULD GHWRGDVDV LQVWLWXLo}HV JRYHUQDPHQWDL VHIRUQHFHU SURYDGDVVXDV DWLYLGDGHV S DVVDGDV $UTXLYLVWD PDVFHQWUDGD QRSURGXWRU $QiOLVH )XQFLRQDOHVWXGR GDHVWUXWXUD RUJDQL]DFLRQDO FRPIXQo}HVGH LQWHUHVVH SULPiULRV Abordagem do utilizador 7HUU\ (DVWZRRG /XFLDQD 'XUDQWL " &DQDGi $ERUGDJHP FHQWUDGDQR GRFXPHQWRHQD VXDXWLOL]DomR &ULWpULRV MHQNLQVRQLDQRV LPSDUFLDOLGDGH DXWHQWLFLGDGH 'RFXPHQWRV FRPTXDOLGDGHV LQWUtQVHFDVFRP UHOHYkQFLDSDUD DPHPyULDGD VRFLHGDGH SURYDWDQJtYHO GHXPDWR DomR DFRQWHFLPHQWR  $UTXLYLVWD PDVFHQWUDGR QRXWLOL]DGRU $QiOLVHREMHWLYD GDV FDUDFWHUtVWLFDV LQWUtQVHFDVGRV GRFXPHQWRVHD DQiOLVHGRVVHXV XVRVSDVVDGRVH SUHVHQWHVSDUD SUHYHUWHQGrQFLDV GHXWLOL]DomR   PERSPETIVAS DE INVESTIGAÇÃO: TENDÊNCIAS ATUAIS E PERSPETIVAS FUTURAS AVALIAÇÃO ARQUIVÍSTICA DE INFORMAÇÃO ELETRÓNICA: SUBSÍDIOS PARA UM ESTADO DA ARTE  827 Referência: Corujo (2017), Elaboração própria, de acordo com Booms (1987, 1991, 2001), Cook (1994, 2004, 2005), Couture (1998, 1999, 2003), Duranti (1994), Duranti e Franks (2015), Eastwood (1993, 1994), Makhlouf Shabou (2011b, 2011a), Marshall (1998), Menne-Haritz (1994), Rousseau e Couture (1994), e Samuels (1986, 1991) IXWXUDVGD GRFXPHQWDomR Abordagem da avaliação integrada &DURO &RXWXUH &DQDGi (TXLOtEULRHQWUH RVFRQWH[WRVGH SURGXomRH XWLOL]DomRHRV GRFXPHQWRV FRQWH~GRH VXSRUWH &ULWpULRVGH DYDOLDomR FDSWDURYDORU SULPiULRRX DGPLQLVWUDWLYR 3URSRVWD EDVHDGDQDV WHRULDV 6FKHOOHQEHUJLDQ DV 2Q~PHUR PtQLPRGH GRFXPHQWRV FRPRPi[LPR GHLQIRUPDomR SHUWLQHQWHj PHPyULDGH XPDLQVWLWXLomR RXSHVVRDH ORJRDR SDWULPyQLRGD 6RFLHGDGH )HLWDSHOR DUTXLYLVWD FHQWUDGRQR HTXLOtEULR HQWUHR SURGXWRUHR XWLOL]DGRU $QiOLVHGH QHFHVVLGDGHV SDUD LPSOHPHQWDomR GHSURJUDPD DQWHVGD SURGXomRGRV GRFXPHQWRV 3URFHVVRGHGXDV IDVHVPDFUR DYDOLDomR FHQWUDGDQR FRQWH[WRGH SURGXomRH PLFURDYDOLDomR FHQWUDGDQR FRQWH[WRGH XWLOL]DomR