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Document Imaging-101 Instructor-led Class Outline

Listed below are the topics covered in this course.

Upon completion, each student will possess the requisite level of knowledge in preparation for working in an EDMS environment.

Document Imaging-101 Instructor-led Class: Part 1

The first eight chapters of this course are online and recognized as the pre-requisite "pre-training" that must be taken prior to attending the instructor-led class.

Chapter 1: Concepts
Chapter 2: Understanding Paper
  • Concepts
  • EDM to DM/DI
  • DM/DI for meeting Compliance Mandates
  • DM/DI as cost containment
  • DM/DI as security enhancement
  • DM/DI as data integrity enhancement
  • Motivation [or WHY is imaging becoming so popular]
  • Competition
  • Advantages of Document Imaging
  • In everything there are disadvantages...
  • Corporate Objectives
  • Executive Management's Perspective
  • EDM versus "The Paper Trail"
  • Chapter Summary
  • Understanding Paper
  • Is Paper productive?
  • Old-Fashioned Filing
  • Paper
  • Paper Sizes
  • Paper Coatings
  • Paper Quality and Thickness
  • Paper Color Concerns
  • Fastening Devices
  • Paper Attributes
  • Chapter Summary
Chapter 3: The Capture Process
Chapter 4: Electronic Images
  • The Capture Process
  • Doc Prep (overview)
  • Doc Prep (detail)
  • Scan (overview)
  • Scan (detail)
  • Index (overview)
  • Index (detail)
  • Quality Assurance (overview)
  • Quality Assurance (detail)
  • Transfer to Storage (overview)
  • Transfer to Storage (detail)
  • Retrievals (overview)
  • Retrievals (detail)
  • Retention Plan (overview)
  • Retention Plan (detail)
  • Chapter Summary
  • Electronic Images
  • What is a digital image?
  • Image Quality
  • Effects of Image Quality
  • Image Enhancement
  • What is Compression?
  • Effects of Compression
  • File Type Group Number Compression Ratio
  • Chapter Summary
Chapter 5: Scanners
Chapter 6: Processing Technology
  • Scanners
  • Looking for a Scanner?
  • Scanner Types
  • Looking for a Scanner?
  • Edge-feed
  • Vacuum advance
  • Getting Connected
  • Graphics Scanner
  • Software Connections
  • Scanner Terms
  • Performance
  • Time For Some Math
  • Scanner Resolution
  • Scanner tracking technique: Imprinting
  • Scanner tracking technique: Endorsing
  • Chapter Summary
  • Processing Technology
  • Make small file sizes, but lose details
  • Make small file sizes, and preserve details
  • Delete Unwanted Data
  • Indexing An Image
  • Forms Processing
  • Host Data Processing
  • Chapter Summary
Chapter 7: Storage
Chapter 8: Communications Network
  • Storage
  • Math Prerequisites
  • Examples of Basic Math
  • Determination of Storage Needs: Step 1
  • Determination of Storage Needs: Step 2
  • Determination of Storage Needs: Step 3
  • Determination of Storage Needs: Step 4
  • General Storage Categories and Terms
  • Specifics on Storage Types
  • Device Specifics
  • Storage Type Example
  • Media Selection Questions
  • Software Specifics
  • "THE MATH" for Determining Storage Needs
  • Chapter Summary
  • Network: Introductory Definitions
  • Network Interface Cards -- NICs
  • Network Operating System (NOS)
  • File Server vs. Client Server
  • Types of Networks
  • Server Network Topologies: Overview
  • Bus Topology
  • Star Topology
  • Ring Topology
  • Peer-to-Peer Networks: Distributed Computing
  • Communications Speeds
  • Protocols
  • Common Protocols (Novell, IBM, Unix & Microsoft)
  • Managing the Network
  • A Network Bridge
  • A Network Router
  • A Gateway
  • Chapter Summary

Document Imaging-101 Training Course Instructor-led: Part 2

The following chapters are covered in class. If you are attending an instructor-led class, you will receive the following additional training in class in addition to the handouts, homework and quizzes.

Chapter 9: Display / Output
Chapter 10: Workflow
  • Output Options
  • Export
  • Fax Out
  • Display
  • What Happens to the Image When Displayed
  • Dot Pitch & Resolution
  • Printing Images
  • Managing Print Volumes
  • Output in Review
  • Document Management: Overview
  • History Shows
  • Life of a Document: Review
  • EDMS: User Expectation
  • Organizing Information
  • What are the indices?
  • Document Management Acronyms
  • Only the client knows
  • Two Basic Goals for Workflow Process
  • Workflow: Essential Elements
  • Workflow: Definitions
  • A Workflow Process
  • Options: Automated Workflow
  • Options: Email-Based Workflow
  • Options Email and Dedicated Server-Based Workflow
  • "Viewers" for EDMS
  • Computer Output to Laser Disk (COLD or ERM)
Chapter 11: Document Management
  • Evaluating User Patterns: Needs Analysis
  • Sample Questions to Ask
  • Questions About Data Collection
  • Observation & Related Questions
  • And Finally, the 'Human Factor'

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