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Document Management
System
Minor Project
-Abhishek Agrawal
-Computer Science, Final year
Document Management
• Document management is a process taken with
document within an organization, with respect to
the creation, distribution and deletion of
documents.
• “Document Management includes every action
taken with a document within an organization,
with respect to the creation, distribution and
deletion of documents
“Document”
• It is commonly said that “a document can either be
represented in electronic form (i.e. Word
document, Spreadsheet file, Movie file, Sound
clip, etc.) or as a traditional hardcopy consisting of
one to thousands of pages”.
Synonyms
Document management has been named differently
• DMS (Document Management Systems),
• DIS(Document Information Systems),
• IDM(Integrated Document Management),
• EDM(Electronic Document Management),
• ECM(Enterprise Content Management),
• Content Management and Knowledge Management.
• Document Management System (also known by some as
a "paperless office" system or content management
system),
Doc.Manag.at ICT Environment
Components of Document
Management
There are six basic components of DMS:
• Capture of documents for bringing them into the
system
• Storing and archiving methods
• Indexing and retrieving tools for document search
• Distribution for exporting documents from the
systems
• Security to protect documents from unauthorized
access
• Audit trails
D o c u m e n t
managements y ste m
Administrator Versioncontrol Registration User Search
User group
User creation
Checkin
Checkin/out
History View
version
Latest version
download
Registration
Project
creation
Checkout Checkin/out
Fileedit &
u p lo a d
History
Filesearch
Metadata
search
Providingright
togroup
Providingright
tofiles
SCANNING & INDEXING WORK FLOW
Enter Details on RECEIPT &Enter Details on RECEIPT &
RETURN REGISTERRETURN REGISTER
QCQC
VerifiedVerified
Document QCDocument QC
DocumentDocument
ScanningScanning
Preparing Pre- indexingPreparing Pre- indexing
Data SheetData Sheet
TIF FileTIF File
CreationCreation
Return ofReturn of
Documents toDocuments to
DICDIC
Reporting,Reporting,
Approval &Approval &
AuditAudit
Index &Index &
Upload toUpload to
thethe
ServerServer
Receive DocumentsReceive Documents
from DICfrom DIC
First Unit Scanner Scanning PC Image QC PC
Exp. Staff Exp. Staff Exp.+ Qualified Staff
Image QC Scanner Image Audit staffs
Second Unit Scanner Scanning PC Image QC PC
Exp. Staff Exp. Staff Exp.+ Qualified Staff
Indexing PC Reporting & Supervision
Exp.+ Qualified Staff Shift Supervisor
Process Flow
Capture of documents for
bringing them into the system
• Imaging or Scanning:
The scanner should preferably have both flat
bat and ADF(Automatic Document Feeder)
• Scanners Speed: can handle 10 to 200 pages
per minute
• Scanning scale: 100%
• Resolution standard:
 Normally scanning at 200 dpi is recommended,
 Maximum dpi limit can be upto 600.
Capture of documents for
bringing them into the system
Cont..
• Bit depth: This consideration in view of possible number
of colour combinations in the documents.
• Compression: TIFF G4 format is generally adopted as
archiving format. TIFF Group 3, JPG, BMP, and GIF
compression.
• Exposure: This denotes the brightness and contrast of an
image. Brightness upto 130 and contrast upto 80 is
adjusted for exposure.
• Page orientation
Capture of documents for
bringing them into the system
Cont..
• OCR: Optical Character Recognition- for printed
material(in this case scanning at 300 dpi is
recommended)
• ICR : Intelligent Character recognition that recognizes
handwritten and printed text as alphanumeric characters
• Zone OCR: Zone OCR enables automated document
indexing that reads certain regions (zones) of a document
and then places information into the appropriate index
template fields
• Note: OCR is never 100% with available technologies till date
Capture of documents for
bringing them into the system
Cont..• Annotations
These permit the users to append or remove information
about a document that has been captured without
permanently changing the original image. Highlighting,
Stamps, Redactions (black-outs or white-outs) and Sticky
notes are among the most common annotations.
DMS’s security should give the system administrator
control over who can view annotations and see through
reductions.
Storage options
• Magnetic Media (Hard Drives): It includes
- RAID - Redundant Array of Independent Disks,
- NAS Network Attached Storage and
- SAN Storage Area Networks .
• Magneto-optical Storage
• Compact Disc
• DVD’s
• WORM
• Ultrium Data Cartridge: It is high capacity very secured
storage medium. It is available in 200GB, 400GB and 800
GB capacity.
Indexing and Retrieving Tools
1. Through Index
2. Full Text Indexing
3. Folder File structure
Security of Documents
There are basically two categories of rights:
a. Access Rights:
It basically determines who can log on the system
and which folders or files individuals can open.
b. Feature Rights:
It determines a range of actions, including adding
pages, annotating, copying, or deleting records.
Benefits of Document Management
1. Improve staff productivity
2. Reduce costs associated with manual document
3. Promote sharing of knowledge and information
4. Enhance corporate transparency and governance
5. E-mail and fax files instantly
6. Access documents while traveling
7. Publish documents to CD, DVD or the web, as
appropriate
Challenges
• MONEY
• MAN: It is the toughest task to make people abandon
there old working and to adapt to new working ways.
• Computer Malfunctioning
• New Technologies
• Backup in different Media
• Disaster Management: We can store backup data in
different Seismic Zone
• Data Security/Data Theft
To Conclude
• Disaster Mgmt./Preparedness
• Efficiency of working
• Mobile Working Environment
Document management system

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CHAPTER 2 - PM Management and IT Context

Document management system

  • 1. Document Management System Minor Project -Abhishek Agrawal -Computer Science, Final year
  • 2. Document Management • Document management is a process taken with document within an organization, with respect to the creation, distribution and deletion of documents. • “Document Management includes every action taken with a document within an organization, with respect to the creation, distribution and deletion of documents
  • 3. “Document” • It is commonly said that “a document can either be represented in electronic form (i.e. Word document, Spreadsheet file, Movie file, Sound clip, etc.) or as a traditional hardcopy consisting of one to thousands of pages”.
  • 4. Synonyms Document management has been named differently • DMS (Document Management Systems), • DIS(Document Information Systems), • IDM(Integrated Document Management), • EDM(Electronic Document Management), • ECM(Enterprise Content Management), • Content Management and Knowledge Management. • Document Management System (also known by some as a "paperless office" system or content management system),
  • 6. Components of Document Management There are six basic components of DMS: • Capture of documents for bringing them into the system • Storing and archiving methods • Indexing and retrieving tools for document search • Distribution for exporting documents from the systems • Security to protect documents from unauthorized access • Audit trails
  • 7. D o c u m e n t managements y ste m Administrator Versioncontrol Registration User Search User group User creation Checkin Checkin/out History View version Latest version download Registration Project creation Checkout Checkin/out Fileedit & u p lo a d History Filesearch Metadata search Providingright togroup Providingright tofiles
  • 8. SCANNING & INDEXING WORK FLOW Enter Details on RECEIPT &Enter Details on RECEIPT & RETURN REGISTERRETURN REGISTER QCQC VerifiedVerified Document QCDocument QC DocumentDocument ScanningScanning Preparing Pre- indexingPreparing Pre- indexing Data SheetData Sheet TIF FileTIF File CreationCreation Return ofReturn of Documents toDocuments to DICDIC Reporting,Reporting, Approval &Approval & AuditAudit Index &Index & Upload toUpload to thethe ServerServer Receive DocumentsReceive Documents from DICfrom DIC
  • 9. First Unit Scanner Scanning PC Image QC PC Exp. Staff Exp. Staff Exp.+ Qualified Staff Image QC Scanner Image Audit staffs Second Unit Scanner Scanning PC Image QC PC Exp. Staff Exp. Staff Exp.+ Qualified Staff Indexing PC Reporting & Supervision Exp.+ Qualified Staff Shift Supervisor Process Flow
  • 10. Capture of documents for bringing them into the system • Imaging or Scanning: The scanner should preferably have both flat bat and ADF(Automatic Document Feeder) • Scanners Speed: can handle 10 to 200 pages per minute • Scanning scale: 100% • Resolution standard:  Normally scanning at 200 dpi is recommended,  Maximum dpi limit can be upto 600.
  • 11. Capture of documents for bringing them into the system Cont.. • Bit depth: This consideration in view of possible number of colour combinations in the documents. • Compression: TIFF G4 format is generally adopted as archiving format. TIFF Group 3, JPG, BMP, and GIF compression. • Exposure: This denotes the brightness and contrast of an image. Brightness upto 130 and contrast upto 80 is adjusted for exposure. • Page orientation
  • 12. Capture of documents for bringing them into the system Cont.. • OCR: Optical Character Recognition- for printed material(in this case scanning at 300 dpi is recommended) • ICR : Intelligent Character recognition that recognizes handwritten and printed text as alphanumeric characters • Zone OCR: Zone OCR enables automated document indexing that reads certain regions (zones) of a document and then places information into the appropriate index template fields • Note: OCR is never 100% with available technologies till date
  • 13. Capture of documents for bringing them into the system Cont..• Annotations These permit the users to append or remove information about a document that has been captured without permanently changing the original image. Highlighting, Stamps, Redactions (black-outs or white-outs) and Sticky notes are among the most common annotations. DMS’s security should give the system administrator control over who can view annotations and see through reductions.
  • 14. Storage options • Magnetic Media (Hard Drives): It includes - RAID - Redundant Array of Independent Disks, - NAS Network Attached Storage and - SAN Storage Area Networks . • Magneto-optical Storage • Compact Disc • DVD’s • WORM • Ultrium Data Cartridge: It is high capacity very secured storage medium. It is available in 200GB, 400GB and 800 GB capacity.
  • 15. Indexing and Retrieving Tools 1. Through Index 2. Full Text Indexing 3. Folder File structure
  • 16. Security of Documents There are basically two categories of rights: a. Access Rights: It basically determines who can log on the system and which folders or files individuals can open. b. Feature Rights: It determines a range of actions, including adding pages, annotating, copying, or deleting records.
  • 17. Benefits of Document Management 1. Improve staff productivity 2. Reduce costs associated with manual document 3. Promote sharing of knowledge and information 4. Enhance corporate transparency and governance 5. E-mail and fax files instantly 6. Access documents while traveling 7. Publish documents to CD, DVD or the web, as appropriate
  • 18. Challenges • MONEY • MAN: It is the toughest task to make people abandon there old working and to adapt to new working ways. • Computer Malfunctioning • New Technologies • Backup in different Media • Disaster Management: We can store backup data in different Seismic Zone • Data Security/Data Theft
  • 19. To Conclude • Disaster Mgmt./Preparedness • Efficiency of working • Mobile Working Environment