本文档为组织在规划、设计和实施各种企业内容管理（ECM）技术时需要考虑和/或执行的一系列程序和活动提供了指导。这些方面或项目阶段包括从初始业务分析到供应商/集成商选择和技术实施。如果在信息生命周期中创建/接收和控制内容时，遵循组织策略和/或记录保留和控制策略，则实施管理电子存储信息（ESI）的流程需要受影响的业务部门的大力参与。由于这些工作需要多个不同学科的人员，包括技术团队、记录经理和组织管理人员，因此本文件的编制考虑了这些观点。 本文档适用于内部和外包系统，包括云解决方案。在处理专门的业务系统时，它也很有用。本文件中使用的术语“企业内容管理（ECM）”（或“文档管理”）是指捕获技术[扫描、索引、光学字符识别（OCR）、表单、数字创建等]、管理技术（文档服务、工作流和其他工作管理工具），和存储[主要是不可更改或一次写入多读取（WORM）技术]。本文档向用户提供了与ECM系统中常用技术相关的技术报告、指南和标准。 本文件并非关于电子文档或内容管理的包罗万象的文件，也不试图影响任何单一技术或提供法律指导或法律意见。 虽然本文件中没有包括除光学/磁性以外的其他存储技术（即缩微胶片、缩微胶片和混合存储系统），但如果最终用户组织认为合适，可以对这些技术进行审查。

This document gives guidelines for a set of procedures and activities to be considered and/or performed by organizations when planning, designing and implementing various enterprise content management (ECM) technologies. The aspects or project phases range from initial business analysis through to vendor/integrator selection and technology implementation. The implementation of processes to manage electronically stored information (ESI) requires significant participation from the affected business units, if the content is stored and managed when created/received and controlled through the information life cycle following organizational policies and/or records retention and control policies are applied. As these efforts require multiple people with different disciplines, including technical teams, records managers and organizational management, this document has been prepared taking those perspectives into account. This document is applicable to both in-house and outsourced systems, including cloud solutions. It can also be useful when dealing with specialized business systems. The term "enterprise content management (ECM)" (or "document management") used throughout this document is intended as an all-encompassing term referring to capture technologies [scanning, indexing, optical character recognition (OCR), forms, digital creation, etc.], management technologies (document services, workflow and other work management tools), and storage [primarily non-alterable or write once read many (WORM) technologies]. This document provides information to users related to the technical reports, guidelines and standards that have been developed for technologies commonly available in ECM systems. This document is not intended to be an all-inclusive paper on electronic document or content management and does not attempt to influence any single technology or provide legal guidance or legal opinions. While there are storage technologies other than optical/magnetic currently available (i.e. microfilm, microfiche and hybrid storage systems) that are not included in this document, those technologies can be reviewed if determined to be appropriate by the end-user organization.