7.3 Office documents

This section is provided as a first attempt to identify and illustrate the characteristics of documents produced and exchanged in an ordinary office environment.

Although office documents can be classified according to a number of criteria and arranged in various classes (e.g. memorandum, business letter, report, minutes, etc.), their commonalities rather than their specific features have been stressed in order to devise one general office document structure.

From a general point of view, an office document consists of three parts: a front matter, the body matter and a back matter.

The body matter, apart from the subject, the salute and the adieu features, is or can be made very similar to the body of other document types (e.g. article). Therefore, features belonging to the core class or identified as floating features of the body matter, as defined in 6.2.2 and 6.3, will not be reviewed here.

The same remark applies to the back matter, consisting of bibliography, glossary and index features, which is very similar to the one defined in 6.2.2.

More interesting, and peculiar, is the front matter of an office document, which can be seen as a sort of document profile. The front matter carries information related to the fact that the document is produced and stored in a computer (to access it, you need a local file name, access rights, etc.), is exchanged by all possible means - postal mail, electronic mail, etc. -, which call in turn for an originator, an authorizing person, primary and secondary recipients, etc.; most of the time the recipients are invited to take action or to reply (action to take, deadline for replying); an office document is normally characterized by a number of statuses (draft/final, personal/confidential/internal, etc.), a well structured revision history, etc.

Most of this section is therefore devoted to the front matter and takes into account ISO standards (ODA document profile) as well as CCITT norms (X400 series). It also builds upon the results of a number of CEC projects in the field of document filing and archiving.

For sake of simplicity and generality, we have decided to leave out importance, copyright and quite a few other features. Far more dates could have been defined, and are actually defined in specific applications (e.g. expiry date for volatile information).

Here is a structured list of the features that are part of a generic office document:

Most of the tags are shown in the following example (a business letter sent to one primary recipient with one blind copy). The marked up document is followed by its appearance.

<![ CDATA[ Example: a marked up business letter <office> <fm> <dty type=business_letter> Subject field:<sbj>Microcomputer revolution</> Document Reference:<isdr>Pc Rel.15</> Additional User Specific Code:<ausc>Doc.93-1990</> References to other documents: -<rod>Pc Rel.12</rod> -<rod><ti>Micro +</><au><fnm>Person</><snm>Mike</></au><pp>45-120</> <date type=pubbl value='1987-05-25'> <day>25</>/<mo>5</>/<yr>1987</></date> <loc><cty>Milano</></loc>Ed.<pnm>Mandarinotti</></rod> In reply to:<rly><snm>Geremy</><gq>Jr.</>letter</rly> Local file System Reference:<lfsr> - file name:<fln>letter.15</> - location:<lc>Tower Eurotra/Tor/Script/L</> - access right:<argt>Read only</> - user comments:<uc>useful</></lsfr> Abstract:<abs><ti>Micro</><p>This letter is a very useful ..... </></> Keywords:<kwd>Pc evolution</> Document date:<date type=document value='1989-06-12'> <day>12</>/<mo>6</>/<yr>1989</></date> Creation date:<date type=creation value='1989-05-17'> <day>17</>/<mo>5</>/<yr>1989</></date> Revision History:<rhty> - Revision date:<date type=revision value='1989-06-11'> <day>11</>/<mo>6</>/<yr>1989</></date> - Version number:<vsn>version<no type=cardinal value=2.4>2.4</no></> - Revisor:<rvs><fnm>Kartidge</><snm>Gertrude</></> - Version reference:<ref rid=L2.3 type=letter>2.3</> - User comments:<uc>Ready to be send</></rhty> Originator:<or><fnm>Wright</><snm>Albert</><deg>Ph.D.</> <role>Responsable</><aff>TEI</></or> Preparer:<pr><fnm>White</><snm>Rose</><role>Secretary</><aff>EEC< /></pr > Author:<au><fnm>Child</><snm>Mark</><role>Functionary</><aff>EEC</> <str>A. De Gasperi</>str.<sbd>Kirchberg</>-<cny>Luxembourg</></au> Authorizing person: <aut><fnm>Kartidge</><snm>Gertrude</><role>Functionary</> <aff>EEC</></aut> Primary Recipient:<pyr><fnm>Falck</><snm>Geremy</><deg>Ph.D.</> <role>Director</><gq>Sr.</> <str>Roma</>str.<no type=cardinal value='3'>3</> <cty>Los Angeles</><sbd>California</><cny>U.S.A.</><pc>LA-234591</> Standard address number:<san>LAcorr</> fax number:<ead type=fax>+001254364232</> Affiliation:<aff>CGA</></> Action:<act type=opinion> Deadline for action:<act.by><date type=document value='1989-09-15'> <day>15</>/<mo>9</>/<yr>1989</></date> Secondary Recipient: (Blind copy)<syr value=yes> <fnm>Korps</><snm>Geremy</><deg>M.S.E.</><gq>Jr.</> <str>Kaiser</><cty>Milano</><cny>Italy</><pc>I-20149</> Standard address number:<san>MIcorr</> fax number:<ead type=fax>+3925436422</> Affiliation:<aff>CGE</></> Other User information:<oui>Ready for EuroKom</> Document status:<ds>final</> Sensitivity:<ssty>Everybody</> Number of pages:<ext>3</> Language:<lng type=EN>EN</> </fm> <bdy> Subject:<sbj>Microcomputer revolution</> <by>Dear<snm>Geremy</></> .... TEXT .... ................ <bye>Yours sincerely,</> </bdy> <bm> Bibliography:<bibl> <bb><ti>Micro +</><au><fnm>Person</><snm>Mike</></au> <date type=pubbl value='1987-05-25'> <day>25</>/<mo>5</>/<yr>1987</></date> <loc><cty>Milano</></loc>Ed.<pnm>Mandarinotti</></></bibl> </bm> </office> The same business letter without tags: Subject field: Microcomputer revolution Document Reference: Pc Rel.15 Additional User Specific Code: Doc.93-1990 References to other documents: - Pc Rel.12 - Micro + Person Mike pp.45-120 25/5/1987 Milano Ed. Mandarinotti In reply to: your letter dated 19/1/1987 Local file System Reference: - file name: letter.15 - location: Tower Eurotra/Tor/Script/L - access right: Read only - user comments: useful Abstract: Micro This letter is a very useful ..... Keywords: Pc evolution Document date: 12/6/1989 Creation date: 17/5/1989 Revision History: - Revision date: 11/6/1989 - Version number: version 2.4 - Revisor: Kartidge Gertrude - Version reference: L2.3 - User comments: Ready to be send Originator: Wright Albert Ph.D. Responsable TEI Preparer: White Rose Secretary EEC Author: Child Mark Functionary EEC A. De Gasperi str. Kirchberg - Luxembourg Authorizing person: Kartidge Gertrude Functionary EEC Primary Recipient: Falck Geremy Ph.D. Director Sr. 3 Roma str. Los Angeles California U.S.A. LA-234591 Standard address number: LAcorr fax number: +001254364232 Affiliation: CGA Action: opinion Deadline for action: 15/9/1989 Secondary Recipient: (Blind copy)Korps Geremy M.S.E. Jr. via Kaiser Milano Italy I-20149 Standard address number: MIcorr fax number: +3925436422 Affiliation: CGE Other User information: Ready for EuroKom Document status: final Sensitivity: Everybody Number of pages: 3 Language: EN Subject: Microcomputer revolution Dear Geremy, .... LETTER TEXT .......... Yours sincerely, Bibliography: Micro + Pearson Mike 25/5/1987 Milano Ed. Mandarinotti ]]>