Document management for the enterprise: principles, techniques, and applications
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
New York [u.a.]
Wiley
1996
|
| Schlagworte: | |
| Online-Zugang: | Contributor biographical information Publisher description Table of Contents Inhaltsverzeichnis |
| Beschreibung: | Includes bibliographical references (p. 352-359) and index |
| Beschreibung: | xxix, 369 S. graph. Darst. 24 cm |
| ISBN: | 0471147192 |
Internformat
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| 100 | 1 | |a Sutton, Michael J. D. |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Document management for the enterprise |b principles, techniques, and applications |c Michael J. D. Sutton |
| 264 | 1 | |a New York [u.a.] |b Wiley |c 1996 | |
| 300 | |a xxix, 369 S. |b graph. Darst. |c 24 cm | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b n |2 rdamedia | ||
| 338 | |b nc |2 rdacarrier | ||
| 500 | |a Includes bibliographical references (p. 352-359) and index | ||
| 650 | 7 | |a Bedrijfsarchieven |2 gtt | |
| 650 | 7 | |a Dataprocessing |2 gtt | |
| 650 | 4 | |a Gestion des documents - Informatique | |
| 650 | 7 | |a Gestion des documents |2 ram | |
| 650 | 4 | |a Gestion électronique de documents | |
| 650 | 7 | |a Gestion électronique de documents |2 ram | |
| 650 | 4 | |a aDocument imaging systems | |
| 650 | 4 | |a aBusiness records |a xManagement |a xData processing | |
| 650 | 0 | 7 | |a Unternehmen |0 (DE-588)4061963-1 |2 gnd |9 rswk-swf |
| 650 | 0 | 7 | |a Dokumentenverwaltungssystem |0 (DE-588)4303691-0 |2 gnd |9 rswk-swf |
| 650 | 0 | 7 | |a Informationsmanagement |0 (DE-588)4114012-6 |2 gnd |9 rswk-swf |
| 689 | 0 | 0 | |a Unternehmen |0 (DE-588)4061963-1 |D s |
| 689 | 0 | 1 | |a Informationsmanagement |0 (DE-588)4114012-6 |D s |
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| 856 | 4 | |u http://www.loc.gov/catdir/description/wiley0310/96016256.html |3 Publisher description | |
| 856 | 4 | |u http://www.loc.gov/catdir/toc/onix06/96016256.html |3 Table of Contents | |
| 856 | 4 | 2 | |m HBZ Datenaustausch |q application/pdf |u http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=013205700&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |3 Inhaltsverzeichnis |
| 999 | |a oai:aleph.bib-bvb.de:BVB01-013205700 | ||
Datensatz im Suchindex
| _version_ | 1804133411453927424 |
|---|---|
| adam_text | List of Illustrations
Figure 1.1 Architectural layers of the EDMS initiative. 11
Figure 1.2 Conceptual hierarchy of the EDMS
architecture. 12
Figure 1.3 Logical model of the EDMS architecture. 14
Figure 1.4 Sample physical implementation of an
EDMS architecture. 17
Figure 3.1 Opportunity administrative resources. 59
Figure 3.2 EDMS framework stages and their
relationships. 69
Figure 3.3 Sutton Enterprise Document Engineering
Life Cycle phases. 75
Figure 5.1 z Base Managers and their relationships. 126
Figure 5.2 z Base data model. 127
Figure 5.3 Repository Centered processes. 128
Figure 5.4 File Folder Centered processes. 130
Figure 5.5 Document Centered processes. 135
Figure 5.6 Data Centered processes. 140
Figure 5.7 View Centered processes. 142
Figure 5.8 Text Centered processes. 144
Figure 5.9 System Administrative processes. 147
Figure 5.10 System Environmental processes. 150
Figure 5.11 Access Control Lists processes. 153
Figure 5.12 Log Security processes. 156
v
vi LIST OF ILLUSTRATIONS
Figure 5.13 Maintain Workbase Manager processes. 158
Figure 5.14 Maintain Hyperbase Manager processes. 159
Figure 6.1 Overview of file classification system
examples. 166
Figure 6.2 Sample segment of a continuous numbering
filing system. 167
Figure 6.3 Sample segment of an alphanumeric
system. 168
Figure 6.4 Sample segment of a business function
system. 170
Figure 6.5 Sample segment of a block numeric
system. 172
Figure 6.6 Context schema. 189
Figure 6.7 Sample entity relationship model. 190
Figure 7.1 Simple data flow diagram associated with
the repository. 220
Figure 8.1 Human machine boundary for a physical
design. 242
Figure 9.1 Four EDMS training program streams. 246
Figure 11.1 Hierarchy of team players. 313
List of Tables
Table 1.1 Standards and Specifications Applicable to
an EDMS. 19
Table 1.2 Secondary Standards for an EDMS. 20
Table 3.1 Management Subframeworks. 68
Table 3.2 Definition Phase Activities. 77
Table 3.3 Analysis Phase Activities. 80
Table 3.4A Origination Phase Activities. 82
Table 3.4B Origination Phase Activities. 83
Table 3.5 Safeguarding Phase Activities. 85
Table 3.6 Promulgation Phase Activities. 86
Table 3.7A Retirement Phase Activities. 90
Table 3.7B Retirement Phase Activities. 91
Table 6.1 File Classification Framework. 173
Table 9.1 Outline of Modules for the Managers
and Executives Training. 249
Table 9.2 Outline of Modules for Back Office
Training. 254
Table 9.3 Outline of Modules for Electronic Records
Administration Training. 257
Table 9.4 Proposed Generic Tasks and Activities for
Electronic Records Administrators. 260
Table 9.5A Proposed Generic Tasks and Activities for
Classifiers and Indexers. 261
vli
viii LIST OF TABLES
Table 9.5B Proposed Generic Tasks and Activities
for Classifiers and Indexers. 262
Table 9.6 Proposed Generic Tasks and Activities
for Support Staff. 263
Table 10.1 Suggested Total One Time Hardware
Costs. 283
Table 10.2 Suggested Total Annual Recurring Hardware
Costs. 284
Table 10.3 Suggested Total One Time Software Costs. 285
Table 10.4 Suggested Total One Time Education
and Training Costs. 287
Table 10.5 Suggested Total Annual Recurring Education
and Training Costs. 288
Table 10.6 Conversion Costs Components. 288
Table 10.7 Suggested Consulting Support Costs. 290
Table 10.8 Recommended Outline for the Table
of Contents of a Business Case. 300
Table A. 1 Current EDMS Products and Their
Vendors. 327
Table A.2 Vendors and Their EDMS Products. 333
Table A.3A Client, Server, and Network Platforms. 339
Table A.3B Client, Server, and Network Platforms. 340
Contents
Dedication Hi
List of Illustrations v
List of Tables vii
Foreword ix
Preface xiii
Acknowledgments xix
Chapter 1 The Transition to Enterprise Document
Management 1
The Failure of Traditional Methods 3
The Focus of Enterprise Document Management 6
What Is a Document? 6
What Is Management? 7
What Is Document Management? 8
What Is Document Engineering? 9
Architectural Layers of Document Management 10
Conceptual Layer: The Why and Who of an EDMS 11
Logical Layer: The What and When of an EDMS 13
Physical Layer: The How and Where of an EDMS 15
Document Architecture Standards and Specifications 16
xxiii
xxlv CONTENTS
Chapter 2 Overcoming Obstacles to Effective Document
Management 23
Obstacles to Document Engineering 23
Disagreement 24
Disappointment 24
Disapproval 25
Disaster 26
Disbelief 26
Discipline 26
Discomfort 27
Discontinuity 27
Discrimination 28
Disheartenment 28
Disintegration 28
Dismemberment 29
Disorganization 29
Disorientation 30
Disownment 31
Distance 31
Distemper 32
Distinction 32
Disturbance 33
Dysfunctionality 33
Organizational Considerations 34
Business Issues 35
Sponsorship Issues 36
Management Style, Attitude, and Cultural Issues 37
Accountability Issues 39
Technological Considerations 39
Information Technology Issues 39
Information Management Issues 41
Records Management Considerations 44
Records versus Document Management 44
Legality Issues 47
File Classification System Issues 48
Thesaurus and Controlled Vocabulary Issues 49
Chapter 3 Planning for Enterprise Document Engineering 53
Understanding the Context 54
Defining the Goal, Objectives, and Scope 56
Operational Opportunities 57
CONTENTS xxv
Industry Formulas for an Opportunity Analysis 58
A Framework for an Enterprise Document Engineering Initiative 62
Architectural Layer of a Management Framework 63
Organizational Layer 66
The Management Framework Stages 67
The Phases of an Enterprise Document Engineering Life Cycle 74
Definition of the Sutton Enterprise Document Engineering
Life Cycle 74
The Phases of the Sutton Enterprise Document Engineering
Life Cycle 74
Chapter 4 Creating Policies and Roles for Document
Management 93
Policy Framework for Document Engineering 94
General Principles 94
Elements of the Enterprise Document Management Policy 95
Other Related Policies 99
Policy Promulgation 101
Roles of the Document Engineer 102
Project Leader 103
Project Adviser 104
Profile of Skills 105
Authority, Responsibility, and Accountability 109
Chapter 5 Defining the Document Management
Architecture 114
Overview of an Enterprise Document Management Architecture 115
The Challenge of Any Architecture 115
An Illustration of the Value of an Architecture 115
The Goal and Objectives of an Architecture 117
The Scope of an Architecture 118
Expected Outcomes of an Architecture 119
Definitions for an Architecture 119
Documentbase Manager 126
Repository Centered Processes 126
File Folder Centered Processes 129
Document Centered Processes 134
Database Manager 139
Data Centered Processes 139
View Centered Processes 142
xxvi CONTENTS
Textbase Manager 143
Maintain Text Processes 143
Query Text Processes 145
Adminbase Manager 146
System Administrative Processes 146
System Environmental Processes 149
Securitybase Manager 152
Access Control Lists Processes 152
Log Security Processes 156
Workbase Manager 158
Maintain Workflow Map Processes 158
Maintain Participant Roles and Relations Processes 158
Maintain Workflow Integrity Processes 159
Hyperbase Manager 159
Maintain Inter Document Links Processes 160
Maintain Intra Document Links Processes 160
Chapter 6 Developing the Conceptual Model 162
The Model of the Records Center 163
Different Methods and Approaches 163
Other Records Center Processes 173
The Model for the Clients 180
Processes Encompassed within an EDMS Architecture 180
Document Origination and Promulgation 181
Creating a Conceptual Design Deliverable 186
The Conceptual Model as Context Schema 186
Setting the Statement of Purpose 192
The Deliverables of the Conceptual Model 193
Chapter 7 Developing the Logical Model 196
Identifying Some of the Functional Requirements for the
Logical Model 197
Architectural Functionality 197
Performance Functionality 201
Records Management Functionality 202
Retrieval Functionality 203
Searching Functionality 203
Security, Control, and Administration Functionality 205
Software Product Risk 207
User Interface Functionality 209
Vendor Risk 210
CONTENTS xxvii
Analyzing the Placement of Document Repositories 211
Head Office 212
Regions and Other Geographic Locations 212
Organizing Container Objects 213
Defining the Profiles Database 213
The Logical Design Deliverable 217
Current versus New Logical Model 217
Chapter 8 Developing the Physical Model 223
Identifying Some of the Functional Requirements
for the Physical Model 223
Architectural Functionality 224
Documentation and Training Support Functionality 225
Environmental Functionality 226
Indexing Functionality 227
Integrity Functionality 228
Performance Functionality 230
Records Management Functionality 231
Retrieval Functionality 232
Searching Functionality 233
Security Functionality 234
User Interface Functionality 235
Specifying the Placement of Files 237
Server Software Location 237
Client Software Location 238
Populating Container Objects 239
Populating the Profile Database 240
Repository Exchange 241
Security Levels 241
Refining a Physical Design Deliverable 242
Scope 242
Configuration Dependent Features 243
Chapter 9 Organizing the Document Engineering Project 245
Education and Training 245
Managers and Executives 246
Client End User 250
Back Office Staff 252
Enterprise Records Administrators 255
Staffing, Technical Support, and Capacity Building 256
Capacity Building in the Information Management Division 258
xxvlli CONTENTS
Capacity Building in the Information Technology Division 258
Records Management 2 sq
Legacy Document Conversion for Hard Copy and Soft
Copy Objects 263
The Solution that Time Brings 264
Bulk Adding of Electronic Documents oan
Bulk Adding of COLD Documents 265
Conversion and Cataloging of Paper and Non Digital
Documents 2fi_
Conversion and Cataloging of Photographs, Videos, Voice,
or Sound 26g
Conversion and Cataloging of Microform 267
Quality Assurance
Promoting an Electronic Records Culture 268
Organizational Structures and Processes 268
Organizational Communication Systems 269
Organizational Information Systems 271
The Management Process O7Q
The Nature of Work i d.
The Individual ft
Interpersonal Relations ZZ
Interdepartmental Relations 277
Chapter 10 Building the Business Case 281
Measuring Costs
Personnel 282
Hardware 282
Software 282
Network 284
Education and Training 285
Conversion 286
Consulting Support 286
Technical Support 289
Measuring Savings and Benefits 289
Quantifiable Benefits 290
Non Quantifiable Benefits 290
Building a Simple Payback Analysis Model 2®
Building a Business Case 29d
Value that a Business Case Can Provide SJ
Principles 294
Six Basic Steps in Developing a Busing r 294
Level of Effort that Should Ie E^Tdld ^ %%
CONTENTS xxix
Who Should be Responsible? 298
Factors to Determine Management Approval 299
Recommended Outline 300
Chapter 11 Managing the Document Engineering Project 304
Action Plan 305
Initial Phases 306
Core Transition Phases 308
Final Deployment Phases 311
Team Building 312
Team Roles and Responsibilities 312
Project Tools 315
Project Reporting 316
Monthly Status Reports 316
Anticipated Risks 317
Organizational Risks 317
Technical Risks 317
Human Resources Risks 318
Process Risks 319
Security Risks 319
Communications Strategy for the Organization 319
Concluding Remarks 320
Appendix: Enterprise Document Management
System (EDMS) Product Information 325
Glossary 341
Bibliography 352
Index 361
|
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| id | DE-604.BV019881558 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T20:08:17Z |
| institution | BVB |
| isbn | 0471147192 |
| language | English |
| lccn | 96016256 |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-013205700 |
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| physical | xxix, 369 S. graph. Darst. 24 cm |
| publishDate | 1996 |
| publishDateSearch | 1996 |
| publishDateSort | 1996 |
| publisher | Wiley |
| record_format | marc |
| spelling | Sutton, Michael J. D. Verfasser aut Document management for the enterprise principles, techniques, and applications Michael J. D. Sutton New York [u.a.] Wiley 1996 xxix, 369 S. graph. Darst. 24 cm txt rdacontent n rdamedia nc rdacarrier Includes bibliographical references (p. 352-359) and index Bedrijfsarchieven gtt Dataprocessing gtt Gestion des documents - Informatique Gestion des documents ram Gestion électronique de documents Gestion électronique de documents ram aDocument imaging systems aBusiness records xManagement xData processing Unternehmen (DE-588)4061963-1 gnd rswk-swf Dokumentenverwaltungssystem (DE-588)4303691-0 gnd rswk-swf Informationsmanagement (DE-588)4114012-6 gnd rswk-swf Unternehmen (DE-588)4061963-1 s Informationsmanagement (DE-588)4114012-6 s Dokumentenverwaltungssystem (DE-588)4303691-0 s DE-604 http://www.loc.gov/catdir/bios/wiley046/96016256.html Contributor biographical information http://www.loc.gov/catdir/description/wiley0310/96016256.html Publisher description http://www.loc.gov/catdir/toc/onix06/96016256.html Table of Contents HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=013205700&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Sutton, Michael J. D. Document management for the enterprise principles, techniques, and applications Bedrijfsarchieven gtt Dataprocessing gtt Gestion des documents - Informatique Gestion des documents ram Gestion électronique de documents Gestion électronique de documents ram aDocument imaging systems aBusiness records xManagement xData processing Unternehmen (DE-588)4061963-1 gnd Dokumentenverwaltungssystem (DE-588)4303691-0 gnd Informationsmanagement (DE-588)4114012-6 gnd |
| subject_GND | (DE-588)4061963-1 (DE-588)4303691-0 (DE-588)4114012-6 |
| title | Document management for the enterprise principles, techniques, and applications |
| title_auth | Document management for the enterprise principles, techniques, and applications |
| title_exact_search | Document management for the enterprise principles, techniques, and applications |
| title_full | Document management for the enterprise principles, techniques, and applications Michael J. D. Sutton |
| title_fullStr | Document management for the enterprise principles, techniques, and applications Michael J. D. Sutton |
| title_full_unstemmed | Document management for the enterprise principles, techniques, and applications Michael J. D. Sutton |
| title_short | Document management for the enterprise |
| title_sort | document management for the enterprise principles techniques and applications |
| title_sub | principles, techniques, and applications |
| topic | Bedrijfsarchieven gtt Dataprocessing gtt Gestion des documents - Informatique Gestion des documents ram Gestion électronique de documents Gestion électronique de documents ram aDocument imaging systems aBusiness records xManagement xData processing Unternehmen (DE-588)4061963-1 gnd Dokumentenverwaltungssystem (DE-588)4303691-0 gnd Informationsmanagement (DE-588)4114012-6 gnd |
| topic_facet | Bedrijfsarchieven Dataprocessing Gestion des documents - Informatique Gestion des documents Gestion électronique de documents aDocument imaging systems aBusiness records xManagement xData processing Unternehmen Dokumentenverwaltungssystem Informationsmanagement |
| url | http://www.loc.gov/catdir/bios/wiley046/96016256.html http://www.loc.gov/catdir/description/wiley0310/96016256.html http://www.loc.gov/catdir/toc/onix06/96016256.html http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=013205700&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
| work_keys_str_mv | AT suttonmichaeljd documentmanagementfortheenterpriseprinciplestechniquesandapplications |