ISO 18829-2017 PDF

Full title and description

ISO 18829:2017 — Document management — Assessing ECM/EDRM implementations — Trustworthiness. Provides an assessment methodology to determine whether electronically stored information (ESI) has been maintained in a reliable and trustworthy enterprise content management (ECM) or electronic document and records management (EDRM) environment.

Abstract

ISO 18829:2017 identifies the activities and operations an organization (or assessor) needs to perform to evaluate the trustworthiness and reliability of ESI held in ECM/EDRM systems. It defines the mandatory areas to examine and establishes a structured assessment methodology aligned with existing records-management best practice (for example ISO/TR 15801 and ISO 15489) so organizations can document the reliability of ESI regardless of the specific technologies used. The standard is applicable to both existing and planned ECM/EDRM implementations and is intended for use by those with technical, operational and records-management expertise.

General information

• Status: Published (International Standard; reviewed/confirmed following ISO five-year review process).
• Publication date: June 2017.
• Publisher: International Organization for Standardization (ISO).
• ICS / categories: 01.140.20 (Information sciences).
• Edition / version: Edition 1 (2017).
• Number of pages: 12 (official ISO PDF edition: 12 pages).

Scope

Defines an assessment methodology to determine the level of organizational compliance with records/document management standards in relation to trustworthiness and reliability of electronically stored information held in ECM/EDRM environments. Applicable to both existing and planned systems, the standard identifies mandatory activities and areas to be examined by assessors with appropriate technical and records-management knowledge.

Key topics and requirements

• Assessment methodology for evaluating trustworthiness of ECM/EDRM systems (structured activities and evidence-gathering).
• Identification of mandatory areas to examine (technical controls, operational procedures, records management policy implementation and retention/schedule adherence).
• Requirements for assessor competence — technical, operational and records-management understanding.
• Mapping and alignment with existing records standards and guidance (notably ISO/TR 15801 and ISO 15489).
• Applicability to both existing implementations and planned deployments to support demonstration of ESI reliability.

Typical use and users

Used by records managers, information governance and compliance officers, internal/external auditors, legal/e-discovery teams, archivists and IT staff responsible for ECM/EDRM systems. Typical uses include planning or validating records-system implementations, preparing evidence of trustworthy ESI for litigation or regulatory review, and internal assurance or audit activities focused on records reliability.

Related standards

Closely related to ISO/TR 15801 (long‑term preservation and trustworthy environments) and ISO 15489 (records management — concepts and principles). Other referenced or relevant documents include ISO 12651‑1 (EDMS vocabulary) and additional ISO records/document management guidance used to establish assessment criteria.

Keywords

ECM, EDRM, document management, electronically stored information (ESI), records management, trustworthiness, assessment methodology, information governance, audit, compliance.

FAQ

Q: What is this standard?

A: ISO 18829:2017 is an international standard that specifies a methodology to assess whether electronically stored information in ECM/EDRM environments has been maintained in a trustworthy and reliable manner.

Q: What does it cover?

A: It covers the activities, areas and evidence required to evaluate the trustworthiness of records/document management environments — including technical, operational and policy aspects — and defines mandatory assessment areas and assessor expectations.

Q: Who typically uses it?

A: Records managers, information-governance and compliance professionals, auditors, legal/e‑discovery teams, archivists and IT professionals responsible for ECM/EDRM systems use this standard to assess or demonstrate the reliability of ESI.

Q: Is it current or superseded?

A: ISO 18829:2017 is the current edition; the publication was reviewed under ISO's five‑year review cycle and confirmed (the edition remains current following the review). Organizations should check national catalogues or ISO for any later amendments or revisions before purchase or formal citation.

Q: Is it part of a series?

A: It sits within the ISO document-management/records-management family overseen by ISO/TC 171/SC 2 and is intended to be used alongside standards such as ISO/TR 15801 and ISO 15489 (among other ISO records/document management guidance).

Q: What are the key keywords?

A: ECM, EDRM, trustworthiness, records management, ESI, assessment methodology, information governance, audit.