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Guide CMS

Create and Store

by Guy Vigneault last modified 2008-05-01 21:29

Despite the time spent creating and reading documents, most business users do not perceive themselves as content managers. Instead, they focus on the business process that they are responsible for, to which the content, and the management thereof, is simply an aspect.

For this reason, most content creators and consumers are impatient with any additional, seemingly unnecessary responsibilities that a document management system would enforce. Hence, save-as and using the "€œattach"€ or "€œsend"€ file functions feel like the most expedient way to share document based information. That transparency has to be balanced with the need for single source storage, good metadata and classification that will increase the reusability and accessibility of the content.

To achieve this balance, the content creator'€™s need for efficiency and the content consumer'€™s need for high quality, accessible content, a document management solution should have the ability to be tailored to work seamlessly with the business processes that it supports. Below is a set of baseline characteristics that any document management solution should have.

An author needs to be able to add or update content using tools and processes that are familiar to him and make use of his usual work environment. For example, being able to save a document from Microsoft Word right into the content repository or being able to drag files into a folder using Windows Explorer.

The system should support configurable metadata capture and validation. Where possible, it is preferable that the system be able to automatically extract certain metadata fields based on the properties of the document and/or where it is placed within the directory structure. Care should be taken in determining metadata requirements that capture enough information to make the content accessible and reusable yet do not overburden or frustrate content contributors.