What things should be considered when selecting an imaging system?
Selecting the right document imaging system can be an exciting task. There are many aspects to consider to make sure it fits your organization's needs. Using the expertise gathered from over twelve years of creating document imaging solutions for our customers, we've assembled a list of things to look for, including some essentials and some nice extras.


Indexing
When paper documents are received in an office, they must be organized to be useful. Documents are labeled, sorted, stapled, placed in folders and filed in a cabinet. Without these steps, nothing could be found in a busy workplace. Electronic documents are no different. A document imaging system must have a comprehensive indexing system that organizes documents for future use.

There are three different ways to index (organize) electronic documents in an imaging system.

Indexing words inside the document
Storing documents in folders
Assigning index fields to a document
Indexing Words Inside the Document

Traditionally, keyword indexing has been used to make the information within a document available. Assigning key words from the document itself allows users to store and find pages later. Unfortunately, it can take a lot of time for qualified people to read and manually key word documents. Document imaging systems can eliminate the need for manual key word indexing by providing automatic full-text indexing. To do this, the software must have the capability to perform Optical Character Recognition (OCR). This process actually reads a scanned page and converts it into readable text. Once read, the imaging software can then automatically index every word to track the location of each word and phrase within every document, dramatically reducing indexing costs while providing improved searching capabilities.

Storing Documents in Folders

Along with keyword or full-text indexing, an imaging system must have a visual method of filing documents. In any office, files are normally found by looking in a particular folder in a particular drawer in a particular file cabinet. An imaging system must have the ability to duplicate this filing system. A flexible folder structure eases the transition from paper filing to electronic filing and makes imaging systems more successful.

Assigning Index Fields to a Document

The final method of organizing documents is through index fields or templates. An imaging system must use a robust index field structure to accommodate large volumes of documents. Generally, these structures are based on a database that maintains these index fields. It is important that whatever the data storage design, it must be non-proprietary and expandable. Proprietary systems put the user at the mercy of a vendor who can alter service, costs or functionality without the customer's consent.

Because of the need to integrate imaging systems with other applications, these databases must use industry-standard languages and tools such as SQL-compliant databases. Systems that do not provide commercially available databases lock users into technologies and systems that may not keep pace with advancements in the computer industry.

Whatever combination of indexing methodologies are used, it's important to remember that they be easily used and understood by the people who need to retrieve the documents as well as the people who need to file them.

Storage

Whether you are the keeper of the public record or just storing office correspondence, a solid storage system is a must. Even electronic images need a place to reside, and for the purposes of imaging, this place needs to be long-term, expandable and reliable.

There are many different storage media available for imaging. Each one has its own strengths and weaknesses. For an imaging system, a good storage system must encompass changing technologies, increasing numbers of document volumes and the tests of time. Selecting the right medium depends on your needs and your budget.

In short, there are five storage options:

  • Magnetic Media
  • Magneto-Optical Storage
  • Compact Disks
  • DVDs
  • WORM
  • Magnetic Media

With the fast response times and dramatic drops in hard drive prices, magnetic media such as hard drives or RAID (Redundant Array of Inexpensive Disks) systems are becoming a popular choice for storage of document images. These devices are relatively inexpensive and can be linked together to store large numbers of documents. In addition, magnetic media provides the fastest response time. (The time it takes to store and retrieve a document.) The problem with magnetic media is that while inexpensive, they still cost more than optical media and their moving parts are subject to mechanical failure. That's why computer personnel regularly schedule backups of hard drives: If data is erased or damaged, it can easily be restored from backup.

Magneto-Optical Storage
With the drops in hard drive prices, the attractions of magneto-optical storage are quickly fading. Magnetic Optical (MO) disks are reliable and can store large amounts of data. In addition, MO disks can be placed in a jukebox that can hold over a hundred disks at a time. MO technology is slower and more expensive than large hard drives. The drawbacks of MO technology include the expense and fragile nature of the media: As with magnetic drives, the information is written on a spinning platter, which can be erased or damaged. This type of damage would require restoration from backup.

Compact Disks
Most people are familiar with CDs from music and data disks available at many retail outlets. CDs offer a safe and reliable media that can provide long-term storage for images, in some cases up to 100 years. Disks can also be stored in jukeboxes that can hold 500 CDs at a time. Furthermore, CDs do not require any specialized hardware or software to retrieve information. The drawback with CDs is their limited storage capacity: A standard CD can only hold around 12,000 pages of documents. CD jukeboxes and towers make it more convenient to store large number of documents on large numbers of CDs.

DVDs
Visually similar to CDs, these disks offer the same storage capacity of a MO disk without using moving parts in the media or requiring special software for decoding. With the life expectancy of CDs, DVD represents the best long-term option for reliable document imaging storage. The drawback to this media is its high cost. Currently, affordable DVD recorders do not exist, but all indications are that the industry will make DVD available for mass usage within twelve months. When they are, they will probably make MO disks outdated.

WORM
The final storage medium is WORM (Write Once Read Many). This media format is not readily available and requires specialized hardware and software to operate. Because of the limited number of companies that provide materials and support for WORM technology, it is not highly recommended. The most important thing to remember is that a good document imaging system must be able to use any media format currently available - as well as those on the horizon - to provide long term document storage.

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