Submitted by PAULA REGINA VENTURA AMORIM GONÇALEZ null (paulaventuramorim@gmail.com) on 2017-03-30T15:23:10Z No. of bitstreams: 1 Gonçalez_tese.pdf: 1534958 bytes, checksum: 60a0a3040867106b3071326928618a5e (MD5) / Approved for entry into archive by Luiz Galeffi (luizgaleffi@gmail.com) on 2017-03-30T16:53:40Z (GMT) No. of bitstreams: 1 goncalez_prva_dr_mar.pdf: 1534958 bytes, checksum: 60a0a3040867106b3071326928618a5e (MD5) / Made available in DSpace on 2017-03-30T16:53:40Z (GMT). No. of bitstreams: 1 goncalez_prva_dr_mar.pdf: 1534958 bytes, checksum: 60a0a3040867106b3071326928618a5e (MD5) Previous issue date: 2017-03-06 / Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES) / As Instituições Arquivísticas são desafiadas a constante atualização no uso das Tecnologias de Informação e Comunicação (TIC) para organizar, preservar e disponibilizar de maneira confiável seu acervo documental que é gerado em grandes quantidades e em diferentes suportes. Na atualidade, os acervos arquivísticos são híbridos, isto é, são compostos por documentos nascidos digitais, digitais e analógicos. Isso exige das instituições a otimização de seus serviços, ainda mais no que se refere ao atendimento ao usuário que almeja ter satisfeitas suas necessidades informacionais de maneira fácil, rápida e segura. Nesse cenário, o objetivo deste trabalho é analisar o conjunto de atributos essenciais para a implantação de Repositórios Arquivísticos Digitais Confiáveis (RDC-Arq) e a vinculação do arquivista como membro integrante de uma equipe de trabalho na orientação dos requisitos com ênfase ao acesso à informação. Optou-se como procedimento metodológico pelo estudo teórico fundamentado nos princípios da Arquivologia. A etapa exploratória é realizada a partir da análise da Resolução 39 do CONARQ (Diretrizes para a implementação de Repositórios Arquivísticos Digitais Confiáveis RDC-Arq) e da ISO 16363:2012 (Space data and information transfer systems -- Audit and certification of trustworthy digital repositories) que fazem recomendações técnicas para serem utilizadas como base para que repositórios digitais sejam certificados confiáveis ou que possibilitem a medição da confiabilidade do repositório. Os resultados apresentam as ações do arquivista para o acesso a documentos e informações arquivísticas e o cotejamento entre a Norma ISO 16363:2012 e a Recomendação 39 do CONARQ. Assim, o estudo resultou em um conjunto de recomendações para a certificação de Repositórios Arquivísticos Digitais com um recorte focado na identificação de requisitos com ênfase no acesso à informação. Por fim, é apresentado um conjunto de informações para que o arquivista possa fazer a medição da certificação de confiabilidade de um repositório digital ou para solicitar sua certificação de confiabilidade. / Archival institutions are constantly challenged to update the use of Information and Communication Technologies (ICT) to reliably organize, preserve and provide their document collections that are generated in large quantity and in different media. Currently, the archival collections are hybrids, ie they are composed of documents that were originally digital, converted to digital, and analog. This requires that the institutions optimize their services, especially as regards to service to the user who aims to have his / her information needs satisfied easily, quickly and safely. In this scenario, the objective of this study is to analyze the set of essential attributes for the deployment of Trusted Digital Archival Repositories (TDARs) and the linking of the archivist as a member of a work team in guiding the requirements with emphasis on access to information. The methodological procedure was chosen by theoretical study grounded on the principles of Archivology. The exploratory stage is carried out from the analysis of Resolution 39 of CONARQ (Guidelines for the implementation of Trusted Digital Archival Repositories TDARs) and ISO 16363: 2012 (Space data and information transfer systems - Audit and certification of trustworthy digital repositories) that make technical recommendations used as a basis for digital repositories being certified as reliable or allow the measurement of repository reliability. The results present the archivist's actions for access to archival documents and information and the comparison between ISO 16363: 2012 and Recommendation 39 of CONARQ. Thus, the study resulted in a set of recommendations for certification of Digital Archival Repositories with a focus on identifying requirements with an emphasis on access to information. Finally, a set of information is presented so that the archivist can measure reliability of the certification of a digital repository or ask for its reliability certification.

本研究旨在藉由行銷組合的7P理論（產品、價格、通路、推廣、人員、實體證據及過程）檢視國內檔案典藏機構推廣服務情形。本研究採用文獻分析法及深度訪談法蒐集研究資料。訪談對象以立意抽樣有辦理檔案推廣活動經驗並具有特色館藏之檔案典藏機構進行受訪，計訪談8個檔案典藏機構。本研究歸納結論如下： 一、檔案行銷組合的產品策略，以實體資源與虛擬資源為主。 二、價格策略以館藏複製及加值授權為主。 三、通路策略以實體通路為主，網路通路為輔。 四、推廣策略以檔案展覽活動為主。 五、人員策略須注重服務人員教育訓練。 六、實體證據策略須提供檔案行銷推廣空間。 七、過程策略以服務流程之便利化與標準化為目標。 根據研究結果，提出建議事項： 一、設立專門負責行銷活動之部門或人員。 二、產品加值授權與開發文創商品。 三、加強網路通路之應用。 四、結合推廣活動與教育之應用。 五、加強服務人員行銷相關的專業能力。 六、提供行銷推廣空間。 七、全面開放資料庫線上閱覽。 / This study is mainly on investigating the Archival Promotion Services in the archival institutions in Taiwan through 7P marketing mix (Product, Price, Place, Promotion, People, Physical evidence and Process). Literature analysis and depth interviews were used in this research for gathering data. Depth interviews were investigated 8 experienced archival institutions with promotion activities and characteristic collection. The results of the research are concluded below: 1.Archival product strategy is mainly based on the physical and virtual resources. 2.Archival price strategy is mainly based on duplicate and authorization. 3.Archival place strategy relies mainly on physical access supplemented by internet access. 4.Archival promotion strategy is mainly based on exhibition activities. 5.Archival people strategy shall provide educational training. 6.Archival physical evidence strategy shall provide promotion space. 7.Archival process strategy is mainly based on facilitation and standardization of service. Recommendations: 1.To set up the department or personnel responsible for the marketing. 2.To develop the value-added authorization of product. 3.To strengthen the application of internet access. 4.To connect promotion activities to education. 5.To intensify the professional ability related marketing. 6.To provide promotion space. 7.To provide reading online database fully.

近年民間檔案逐漸受到檔案館的青睞，成為檔案館徵集的範圍之一，而口述歷史也屬於其中一部份。口述歷史會產生錄音帶、錄影帶、電子檔、訪談抄本、受訪者捐贈資料等，種類相當繁雜，而臺灣各檔案典藏單位進行口述歷史之後，有不同的整理與保存方式。希望藉此研究瞭解臺灣各檔案典藏單位是如何整理與運用口述歷史館藏，並提出一個更完善的整理與管理機制、提供更多元的運用方式。 本研究採用文獻分析法、深度訪談法與比較研究法，探討新加坡、澳洲、美國、加拿大、英國、香港等地的作法，並實際訪談中研院近史所、國史館、國史館臺灣文獻館、北市文獻會、宜蘭獻史館、臺大校史館、海大校史室、清大校史館等臺灣檔案典藏單位。 根據研究結果，提出結論如下：一、各典藏單位從事口述歷史主要有三項目的，分別為學術研究、史料蒐集、院史纂修或校史纂修；二、各典藏單位整理口述歷史館藏的人員不足；三、口述歷史館藏主要依據載體類型分開典藏；四、只有部分典藏單位將口述歷史館藏進行簡單建檔；五、提供利用的口述歷史館藏多屬已修改過的定稿；六、口述歷史館藏的運用類型偏少。 針對上述研究結論，提出六項建議：一、依據檔案載體典藏口述歷史館藏；二、加速口述歷史館藏的簡編，以提供利用；三、進行口述歷史館藏的內容描述；四、建立口述歷史館藏的智能編排，將相關資料連結；五、擴大口述歷史館藏的運用層面；六、建置全國的口述歷史資料庫。

Summaries in Afrikaans and English / Afrikaans text / Die doel van hierdie studie was om argivale inligtingontsluiting en -herwinning aan die einde van die 20ste eeu te ondersoek, verai met betrekking tot ernstige historiese navorsing. Inligting is op die volgende wyses ingesamel: ‘n uitgebreide literatuurondersoek, onderhoude met argivarlsse in beide staats- en privaatargiefbewaarpiekke en ‘n empiriese ondersoek deur middel van ‘n vraelys wat aan hoofsaaklik ernstige historiese navorsers versprei is. Die navorser het argivale vindmiddels soos inventarisse, gidse en indekse, sowel as die gerekenariseerde argivale databases, persoonlik ondersoek ten einde eerstehandse kennis van die voordele en nadele van hierdie navorsings- hulpmiddets te verkry. Daar is gevind dat tegnologiese ontwikkelings die aard van argiefbewaarplekke en argivale bronne verander het. Die impak van rekenaarnetwerke op die argivale milieu, sowel as die voor- en nadele verbonde aan die hantering van elektroniese argivale rekords en mondelinge geskiedenisargiewe, is gevolglik in besonderhede bespreek, Hoewel die ontsluiting van argivale bronmateriaai steeds op die beginsels van herkoms en oorspronklike orde gebaseer is, is sekere aanpassings noodsaaklik. Tog is geen toegang tot argivale inligtingbronne sonder hie rdie prosesse moontlik nie, Doeltreffende argivale inligtingherwinning kan slegs verwesenlik word indien genoeg fondse en opgeleide, ervare personeel beskikbaar gestel word. Vervolgens Is die veranderende aard van historiese navorsing belig, verat wat die keuse van ondemverpe betref. Moderne tendense ten opsigte van die geskiedenis van benede, of die geskiedenis van die aiiedaagse lewe, en die geskiedenis van vroue, in teenstelling met tradisionele historiese nadruk op politieke figure en gebeure, is bespreek. Die studie het verder aangetoon dat toeganklikheid tot argivale inligtingbronne die belangrikste behoefte van die historiese navorser is. Die beduidende rol wat die argivaris en argivale vindmiddels in historiese navorsing speel, is beklemtoon. Gedurende die empiriese fase is 'n ontleding van die antwoorde van respondente ten opsigte van navorsingsbesoeke aan argiefbewaarplekke gedoen, Historiese navorsers se ondervinding met betrekking tot argivale vindmiddels, gerekenariseerde argivale netwerke en leeskamerpersoneel is bespreek. Die ondersoek word afgesluit met beiangrike bevindings en 'n aantal aanbevelings rakende historiese navorsing as ‘n argivale aktiwiteit in 'n veranderende inligtingwereld. / The purpose of this study was to investigate archival information organisation and retrieval at the end of the 20th century, especially with regard to serious historical research. Information was collected by the following means: an extensive literature survey, interviews with archivists in both state and private archives and an empirical survey by means of a questionnaire distributed amongst mainly serious historical resea rchers.The researcher personally examined archival finding aids such as inventories, guides and indexes, as well as the computerised archival database, for firsthand knowledge of the advantages and disadvantages of these research aids. It was found that technological developments had changed the nature of archives and archival sources, the most important adjustment being to electronic information sources and oral history archives. The impact of computer networks on the archival milieu, as well as the advantages and disadvantages of dealing with electronic archival records and oral history archives, was subsequently discussed in detail. Although the organisation and description of archival source material are still based on the principles of provenance and original order, certain adaptations are necessary. Without these processes no access to archival sources is possible. Effective archival information retrieval can only be achieved if sufficient funds are made available and well-trained, experienced staff are appointed. Subsequently the changing nature of historical research, especially with regard to the choice of research topics, was discussed. Modern tendencies such as history from below, or the history of everyday life, and the history of women, were investigated, in opposition to traditional historical emphasis on important political figures and happenings. Research further showed that accessibility to archival information sources is of paramount importance to the historical researcher. The important role of the archivist and archival finding aids, is emphasised. During the empirical phase the answers of respondents about their visits to archives were analysed. The experiences of historical researchers with regard to archival finding aids, computerised archival networks, and reading room staff, are discussed. The study is concluded with important findings and a number of recommendations pertaining to historical research as an archival activity in a changing information world. / Information Science / D. Litt. et Phil. (Information Science)

Summaries in Afrikaans and English / Afrikaans text / Die doel van hierdie studie was om argivale inligtingontsluiting en -herwinning aan die einde van die 20ste eeu te ondersoek, verai met betrekking tot ernstige historiese navorsing. Inligting is op die volgende wyses ingesamel: ‘n uitgebreide literatuurondersoek, onderhoude met argivarlsse in beide staats- en privaatargiefbewaarpiekke en ‘n empiriese ondersoek deur middel van ‘n vraelys wat aan hoofsaaklik ernstige historiese navorsers versprei is. Die navorser het argivale vindmiddels soos inventarisse, gidse en indekse, sowel as die gerekenariseerde argivale databases, persoonlik ondersoek ten einde eerstehandse kennis van die voordele en nadele van hierdie navorsings- hulpmiddets te verkry. Daar is gevind dat tegnologiese ontwikkelings die aard van argiefbewaarplekke en argivale bronne verander het. Die impak van rekenaarnetwerke op die argivale milieu, sowel as die voor- en nadele verbonde aan die hantering van elektroniese argivale rekords en mondelinge geskiedenisargiewe, is gevolglik in besonderhede bespreek, Hoewel die ontsluiting van argivale bronmateriaai steeds op die beginsels van herkoms en oorspronklike orde gebaseer is, is sekere aanpassings noodsaaklik. Tog is geen toegang tot argivale inligtingbronne sonder hie rdie prosesse moontlik nie, Doeltreffende argivale inligtingherwinning kan slegs verwesenlik word indien genoeg fondse en opgeleide, ervare personeel beskikbaar gestel word. Vervolgens Is die veranderende aard van historiese navorsing belig, verat wat die keuse van ondemverpe betref. Moderne tendense ten opsigte van die geskiedenis van benede, of die geskiedenis van die aiiedaagse lewe, en die geskiedenis van vroue, in teenstelling met tradisionele historiese nadruk op politieke figure en gebeure, is bespreek. Die studie het verder aangetoon dat toeganklikheid tot argivale inligtingbronne die belangrikste behoefte van die historiese navorser is. Die beduidende rol wat die argivaris en argivale vindmiddels in historiese navorsing speel, is beklemtoon. Gedurende die empiriese fase is 'n ontleding van die antwoorde van respondente ten opsigte van navorsingsbesoeke aan argiefbewaarplekke gedoen, Historiese navorsers se ondervinding met betrekking tot argivale vindmiddels, gerekenariseerde argivale netwerke en leeskamerpersoneel is bespreek. Die ondersoek word afgesluit met beiangrike bevindings en 'n aantal aanbevelings rakende historiese navorsing as ‘n argivale aktiwiteit in 'n veranderende inligtingwereld. / The purpose of this study was to investigate archival information organisation and retrieval at the end of the 20th century, especially with regard to serious historical research. Information was collected by the following means: an extensive literature survey, interviews with archivists in both state and private archives and an empirical survey by means of a questionnaire distributed amongst mainly serious historical resea rchers.The researcher personally examined archival finding aids such as inventories, guides and indexes, as well as the computerised archival database, for firsthand knowledge of the advantages and disadvantages of these research aids. It was found that technological developments had changed the nature of archives and archival sources, the most important adjustment being to electronic information sources and oral history archives. The impact of computer networks on the archival milieu, as well as the advantages and disadvantages of dealing with electronic archival records and oral history archives, was subsequently discussed in detail. Although the organisation and description of archival source material are still based on the principles of provenance and original order, certain adaptations are necessary. Without these processes no access to archival sources is possible. Effective archival information retrieval can only be achieved if sufficient funds are made available and well-trained, experienced staff are appointed. Subsequently the changing nature of historical research, especially with regard to the choice of research topics, was discussed. Modern tendencies such as history from below, or the history of everyday life, and the history of women, were investigated, in opposition to traditional historical emphasis on important political figures and happenings. Research further showed that accessibility to archival information sources is of paramount importance to the historical researcher. The important role of the archivist and archival finding aids, is emphasised. During the empirical phase the answers of respondents about their visits to archives were analysed. The experiences of historical researchers with regard to archival finding aids, computerised archival networks, and reading room staff, are discussed. The study is concluded with important findings and a number of recommendations pertaining to historical research as an archival activity in a changing information world. / Information Science / D. Litt. et Phil. (Information Science)