Todd Johnson asked:

"One of our departments has keyed document properties (Title, Subject, 
Keywords, etc) into newly created Microsoft Office 07 documents (Word
and 
Excel) They have even created a custom document property of "retention" 
and want to go back and do this to all their legacy documents (Wouldn't
want 
to be the low-man on the totem pole for this one). My question is, do
ERM 
systems in general allow for that metadata to be used and mapped during 
migration to the ERMS? I just don't want them to spend a lot of time
doing 
this for current or legacy documents if the metadata won't be useful
during 
the migration to an ERMS in the next 12-18 months-ish. Please provide 
feedback if you have dealt with this issue during migration to an ERMS."

At the law firm I work for, we're in the process of migrating our RMS
from Accutrac 8.0 to Autonomy's iManage Records Manager (iRM) 6.0, which
integrates with Autonomy's DeskSite/WorkSite/FileSite DMS suite.  iRM
isn't an ERMS, per se, because electronic content isn't stored inside
the application.  Instead, from within iRM, users can view any
electronic content in the DMS that's been declared as a record, and
various policies (e.g., retention rules, holds) can be applied to the
DMS content from iRM.  So, the metadata already utilized within the DMS
is what's important.  When we migrate documents to the DMS from
Microsoft applications, we can map Microsoft metadata to the DMS
metadata fields.  That's one of the considerations when working with our
DMS administrator to bring new content into the DMS.

That's kind of a roundabout answer to your question for our particular
circumstance.  But, I think it really points to the fact that metadata
can be managed/used to the extent that it's included in -- and
appropriately accounted for -- with your ERMS deployment and subsequent
data imports.

Pilar C. McAdam, CRM
[log in to unmask]
Los Angeles, CA


 
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