
1. Building an Action Plan for
Metadata and RM
Part II of our whitepaper series
Improving program efficiencies is top of mind for virtually every records management professional. Metadata is a great tool for doing this because it allows you to classify your information in a way that streamlines search, retrieval and tracking processes. But in order to successfully implement and use metadata in your organisation, you need to ensure that it seamlessly integrates with your existing RM program.
In part one of this two-part series, we looked at what metadata is and how it applies to your RM program. Part two explores how metadata can help you apply records management best practices such as functional classification and retention, and outlines an easy-to-follow action plan.
Get this great resource to learn how to:
- Develop the right corporate policy
- Make functional classification work in a metadata world
- Incorporate metadata into records retention workflows
- Include information management governance controls
Download this whitepaper to learn more about how you can successfully integrate metadata into your RM program. And in case you missed it, you can get part one here.
2. SharePoint and RM-What Has Your Experience Been?
Microsoft's SharePoint is steadily growing in popularity as a records management tool with many organisations on the path to implementing the software solution.
The team at OnRecord wants to know about your experience with SharePoint and how you plan on using it in the future, so we're asking you to take a quick, 10-question survey.
Your answers will help us develop informative resources on this key topic, and we'll let you know what your colleagues said by publishing the results in an upcoming issue of this newsletter.
Take the survey here!
3. Check Out the New and Improved Datafile.com.au!
We've been hard at work giving our website an extensive makeover! The new DATAFILE.com.au features comprehensive information on our wide-range of products and consulting services.
And if you're looking for resources and tools on retention, space optimisation or other RM best practices, check out our resource center. In it you'll find helpful toolkits, case studies, assessments and whitepapers!
Visit the website today!
4. How TAB FusionRMS Uses Metadata to Enable a Better Full Text Search
TAB FusionRMS puts the information you need at your fingertips!
Metadata extraction is becoming an increasingly important tool for finding, preserving and managing electronic records. The challenge with metadata extraction is that scanned or imaged documents in .pdf, .jpeg and .txt formats are not searchable with standard Text Search functionalities.
TAB FusionRMS uses the latest in Optical Character Recognition (OCR) and Full Text Search (FTS) technology to extract text from a wide-range of electronic records formats and stores that metadata directly in your SQL Server's Full Text Catalog.
Users simply enter the appropriate search criteria and the system takes care of the rest. TAB FusionRMS quickly scans metadata and not only displays the correct page, but also highlights exactly where the search terms are located on the appropriate pages. You can instantly locate the information you are looking for without searching through a long list of network folders.
This powerful tool was created in an on-going collaboration with technology leaders such as LEADTOOLS, Oracle and Microsoft. TAB FusionRMS is also compatible with over 600 file formats!
Visit our website to learn more about how TAB FusionRMS can help you improve the way you manage, search for and retrieve all of your electronic records!
5. What Your Colleagues Are Downloading
Want to know what your colleagues are reading? Here are some of our popular downloads.
Enterprise Content Management vs. Records Management Software: What's the Difference?
The marketplace is full of software that will manage your records content, improve information access, as well helping with risk management, compliance and any potential discovery process, but the options can be confusing. This resource will guide you through the basics of ECM vs. RMS and help you select which is right for you.
Download this resource to learn:
- How to integrate RMS and ECM systems together
- Why RMS matters
- How to determine what is the best option to meet your RM goals
Click here to get this helpful tool.
Meeting RM Requirements in an Electronic World
Organisations everywhere are now generating large volumes of electronic records thanks to the automation of everyday business activities such as financial transactions, engineering processes and basic communication. But this doesn't mean that paper records collections are shrinking. In fact, organisations still need to retain physical copies of documents and files thanks to administrative and legal requirements. Add storage and technological restraints to the mix and you are faced with a complex RM challenge.
So to help you successfully manage your electronic records, we've put together this whitepaper. In it you'll learn how to:
- Identify business records
- Efficiently retain and dispose of records
- Store and retrieve records the right way
- Plan for long-term retention requirements
Download this great resource here.
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