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Elements and Performance Criteria

1. Research classification scheme and terminology
   • Examine work of an organisation to identify terminology that may reflect business functions and activities
   • Review and analyse functional analyses for the basis of terminology and classification schemes
   • Review other relevant materials and documents to analyse potential impact on vocabulary controls and classification scheme
   • Examine any existing classification schemes and terminology to assess for currency and coverage
   • Examine representative samples of records to confirm extent to which an existing classification scheme and terminology have been implemented
2. Develop draft terminology and classification scheme
   • Prepare draft vocabulary controls and titling rules
   • Ensure draft vocabulary controls reflect organisation’s business culture, operational realities and business language
   • Identify broad classification groups from a functional analysis
   • Analyse and breakdown broad classification groups to the level required for an organisation’s use
   • Document draft classification scheme
3. Validate draft terminology and classification scheme
   • Prepare methodology for the validation process taking local imperatives and environment into consideration
   • Conduct consultation with users to identify issues, problems, inconsistencies and any required amendments or additions to draft classification scheme, existing language and vocabulary controls
   • Conduct testing and encourage feedback from users to identify any problems and inconsistencies with draft classification scheme and terminology
   • Document outcomes throughout the validation process
4. Implement and review terminology and classification scheme
   • Prepare classification scheme and terminology from validation and research
   • Undertake negotiations with competing interests within the organisation to ensure common understanding and appropriateness of work use and definitions
   • Note where existing system requires modification, and prepare specific recommendations in accordance with organisational guidelines
   • Prepare final report of revised terminology and classification scheme, in accordance with organisational practice, Australian Standards and international standards
   • Seek formal endorsement from appropriate individual or body through submission of final report and classification scheme.