Designing, Developing, and Implementing a Document Repository Joshua Simon & Liza Weissler.
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Transcript of Designing, Developing, and Implementing a Document Repository Joshua Simon & Liza Weissler.
Designing, Developing, and Implementing a Document Repository
Joshua Simon <[email protected]> &Liza Weissler
LISA 2003: Designing, Developing, andImplementing a Document Repository2
Overview
• What’s a document?– Types– Classes– Subclasses
• What do we want to track?• What’s the application do?
LISA 2003: Designing, Developing, andImplementing a Document Repository3
What’s a document?
• Administrators' Guide• Analysis• Article (publication)• Blurb• Book• Case Study• Code Documents• Column (publication)• Contract• Course
• Database Query/Reply• Development Plan• Fact Sheet• FAQ• Financial (e.g. W4, I9)• Fireside Chat• Functional Specification• Graphics, Diagrams, &
Movies• HR/Insurance forms
LISA 2003: Designing, Developing, andImplementing a Document Repository4
More documents
• Handout • Job Acceptance • Job Offer• Letter of Intent• Meeting Minutes• Methodology• Other (unspecified, catch-
all)• Paper• Policy• Poster
• Practice Offering• Presentation• Press Release• Product Offering• Profile• Project Fact Sheet• Project Plan• Proposal• Report• Requirements
LISA 2003: Designing, Developing, andImplementing a Document Repository5
Still more documents
• Results• Review• Schedule A• Self Evaluation• Service Offering• Specifications Sheet• Statement of Work• Style Guide• Technical Interview
• Technical Talk• Users' Guide• Web Page/Site
– External (Internet)– Internal (intranet)
• Boy, that’s a lot of different types of documents to track!
LISA 2003: Designing, Developing, andImplementing a Document Repository6
Document types
• External (customer)– Start of project
• Contract• Letter of Intent• Schedule A• Statement of Work
– End of project• Analysis• Recommendations• Reports• Results
• Internal (corporate)– Finance– HR– IT– Legal– Marketing– Recruiting– Sales
LISA 2003: Designing, Developing, andImplementing a Document Repository7
Document classes
• Customer• Internal• Marketing• Recruiting• X for other
LISA 2003: Designing, Developing, andImplementing a Document Repository8
Customer and Other Subclasses
• Strategy• Planning• Evaluation &
selection• Classification &
organization
• Transition• Recurring operations• Audit
• X for other
LISA 2003: Designing, Developing, andImplementing a Document Repository9
Internal subclasses
• Code• Documentation• HR & Finance• IT documentation• Legal• Reviews
LISA 2003: Designing, Developing, andImplementing a Document Repository10
Marketing subclasses
• Advertisement• Offering• Publication• Sales• X for other
LISA 2003: Designing, Developing, andImplementing a Document Repository11
Recruiting subclasses
• Agency-specific• Candidate-specific• Internal recruiting documentation• Job description• X for other
LISA 2003: Designing, Developing, andImplementing a Document Repository12
What do we want to track?
• Bibliography– Author(s)– Document title– Revision string– Publication date
• Description or summary• URL (location)• Keywords
• Permissions– Approved– Checked out– Frozen– Public
• Search flags• Class (CIMRX)
• Subclass– Depends on Class– One of ACDEHIJLOPRSTX
LISA 2003: Designing, Developing, andImplementing a Document Repository13
What’s the application do?
• What do users do?• What do librarians do?• Other features
LISA 2003: Designing, Developing, andImplementing a Document Repository14
What do users do?
• Add new document records• Edit own document records• Upload new documents• Download new document templates• Search
– Browse all documents– Search with one or more criteria– “Match any,” “match all,” or a combination
LISA 2003: Designing, Developing, andImplementing a Document Repository15
Searching
• Can search based on any criteria• Pure OR search:
author is (fred OR wilma) OR class is (C OR X)
• Pure AND search:author is (fred AND wilma) ANDkeyword is (nfs AND nis)
• Joint OR and AND search:author is (fred OR wilma) AND class is (C OR X)
• Controlled by which type=submit button used
LISA 2003: Designing, Developing, andImplementing a Document Repository16
What do librarians do?
• Everything users do• Delete document records• Edit others’ document records
LISA 2003: Designing, Developing, andImplementing a Document Repository17
Other features
• Online documentation– Integrated online help– Administrators’ Guide– Users’ Guide
• Real-time statistics
LISA 2003: Designing, Developing, andImplementing a Document Repository18
Availability
• Real soon now• Under some form of public license• Contact authors by email
LISA 2003: Designing, Developing, andImplementing a Document Repository19
Questions?
• Please use the microphone• Introduce yourself
• Available post-session for more discussion– at the Royal Palm Court at 5:30– sign up sheets near the Registration desk
Designing, Developing, and Implementing a Document Repository
Joshua Simon <[email protected]> &Liza Weissler