Publication date : 07/30/2024
Course : Electronic document management, strategy and implementation
Synthesis course - 2d
- 14h00 - Ref. GDO
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 | Mastering the regulatory framework and EDM standards |
| Understanding technologies and software architectures |
| Understand the EDM market and its main trends |
| Implement an operational EDM solution tailored to your needs |
Intended audience
Project managers, archivists, documentalists, and anyone involved in the use of an EDM application.
Prerequisites
No special knowledge required.
Course schedule
1 General issues
- Definitions: document, EDM, DMS.
- From individual documentary production to shared documentary production.
2 The acquisition chain
- Digital acquisition. Metadata : Dublin Core, MARC...
- Text and image formats. OCR, ICR, IDR, RAD, LAD. Indexing.
- Storage: media (WORM, CD-ROM, DVD...), architectures (DAS, NAS, SAN), software (SRM, SNM).
- Archiving: regulatory framework, standards (Z42-013, ISO WD 18509, ISO 15489), formats (XML, PDF/A...).
3 The digital document, from acquisition to workflow
- Standards bodies (ISO, CEN, ANSI, etc.).
- Document structuring : ODA, SGML, SPDL...
- Web languages (HTML, XML, CSS, XSL, DTD...).
- Industry standards (PostScript, PDF, etc.).
4 Software offering
- Modules: Cold. Document management, content management, workflow, groupware. Portals. Records management.
- Knowledge management. Monitoring, indexing, searching. Main proposed standards.
- Types of architecture: client/server, intranet/Internet... Underlying technologies (XML, J2EE...).
- Supported operating systems and databases. Financial aspects: pricing methods.
5 EDM market trends and developments
- The major players.
- French solutions and Open Source.
- Service providers.
6 Implementation of an EDM solution
- The players in an EDM project. Project stages.
- Drawing up specifications.
- Necessary documents.
7 Designing a filing plan
- Define document use cases. Create activity classification plan.
- Identify user types. Formalize document flows. Define naming rules.
- Some useful tools: GATE, UIMA, Rapid Miner...
8 Define an indexing strategy
- Different types of organization. Authority lists.
- From thesaurus to document indexing. Example of a thesaurus (Corbis). ISO 2788-1986 and ISO 5964-1985.
PARTICIPANTS
Project managers, archivists, documentalists, and anyone involved in the use of an EDM application.
PREREQUISITES
No special knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Project managers, archivists, documentalists, and anyone involved in the use of an EDM application.
PREREQUISITES
No special knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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