This Technical Report provides guidance on conducting a self-assessment on records metadata in relation to the creation, capture and control of records.

The self-assessment helps to:

a) identify the current state of metadata capture and management in or across organizations;

b) identify priorities of what to work on and when;

c) identify key requirements from ISO 23081-1:2006 and ISO 23081-2:2009;

d) evaluate progress in the development of a metadata framework for the implementation of specific systems and projects;

e) evaluate system and project readiness (move to the next phase in a system or project) when including records metadata functionality in a system. A records metadata readiness evaluation is provided for key steps from project inception through to the implementation/maintenance phase.