1. Integration of Laserfiche and GIS with GeoDoc ® IS121 Beth Dennis, Urban Crossroads, Inc.

2. About Urban Crossroads, Inc. IT Consultant Based in Southern California (Irvine) Serves public and private sector clients ESRI Business Partner (2002) Laserfiche VAR / PDP (2004) Utilize integration in-house, in-production (2004)

3. About the Speaker Beth Dennis, Associate Principal GIS / IT Consultant 10+ years Assisted in GeoDoc design concept Manage GeoDoc product Assist in product implementation

4. About GeoDoc Web-based integration COTS product Supports unlimited map layer – document linking Supports many-to-many feature / document relationship Provides bi-directional functionality for WebLink Provides system administration capability Administers Laserfiche security policy Minimal footprint on existing infrastructure

5. Mapping Interface GeoDocToolbar

6. WebLink Interface GeoDocTool GeoDocToolbar Bi-directional

7. Search Capability GIS-based Queries –Feature Selection Tool (Quick Search) –Search by Attribute –Search by Location –Search by Radius –Search by Custom Command Laserfiche-based Queries –Template Field –Full-Text Combination of both query types

8. Search Interface Advanced Search Window Search Tool & Commands

10. System Administration System administrators can … Integrate GeoDoc with GIS and WebLink websites Set a generic Laserfiche login account for users Customize the GeoDoc plug-ins –Add or remove toolbar commands –Change default images –Change toolbar start-up position Define and manage system links

11. System Linking Capability Key values are linked between Laserfiche and GIS –Key values need to be populated in both datasets –Key values should be unique (applied to single feature or limited feature set) Supported Field Linking Types –One-to-One –One-to-Many (currently supported with field delimiter) –Many-to-One –Many-to-Many

12. One-to-One Field Link A single field is mapped to a single field The simplest field mapping type supported GIS Feature Class:Parcel Field:PID Sample Value:101182 Laserfiche Template:Parcel Field:PID Sample Value:101182 1:1

13. One-to-Many Field Link A single field is mapped to multiple fields The most complex field mapping type supported Delimiter required GIS Feature Class:Building Field:Address Value:101 Main St. Laserfiche Template:Planning Field 1:Address Value 1:101 Field 2:Street Value 2:Main St. 1:M

14. Many-to-One Field Link Multiple fields are mapped to a single field The reverse of the one-to-many field mapping Delimiter required Laserfiche Template:Planning Field:Address Value:101 Main St. GIS Feature Class:Building Field 1:Address Value 1:101 Field 2:Street Value 2:Main St. M:1

15. Many-to-Many Field Link Multiple one-to-one field mappings are combined as a single unit and mapped across the datasets Similar to relating two database tables using a composite key GIS Feature Class:Parcel Field 1:Tract Value 1:15937 Field 2:Lot Value 2:E Laserfiche Template:Planning Field 1:Tract Value 1:15937 Field 2:Lot Value 2:E M:M

16. Additional Configurations Append or Trim Key Values –Designate beginning, end, or both sides of key value Ex. A. Add ‘TR’ to [GIS Value] = [Laserfiche Value] Ex. B. [GIS Value] = Remove ‘TR’ from [Laserfiche Value] Apply ‘LIKE’ Clause –Designate beginning, end, or both sides of key value Ex. A. [Subdivision Name] LIKE ‘Commons%’ Ex. B. [Subdivision Name] LIKE ‘%Commons%’

17. Additional Configurations Specify Template Field Filter Ex. WHERE [Laserfiche Value] = X Set multiple links for a single map layer Active / Inactive Status

19. Data Preparation GeoDoc provides linking flexibility, but in certain situations standardizing your datasets prior to integration is a must. Additional tools … Laserfiche QuickFields Laserfiche Integrator’s Toolkit Transact-SQL (data migration from third party software only)

20. Software Application Any department, any document, any purpose related to location Planning Engineering Public Works Surveying Utility Services Budget Law Enforcement Community Services Community Development e-Commerce Redevelopment Services Environmental Monitoring Permitting Historical Society etc… Project Management

21. Benefits Streamlines information access Reduces disparate datasets Increases system and worker performance Increases Laserfiche and GIS software ROI Decreases overall operation costs

22. Future Software Plans Rollout ArcGIS Server version Enhance current system capabilities: –Support historical retrievals out-of-the-box (i.e., parent – child relationships) –Allow users to combine template field and full-text searches –Allow users to save common searches –Support document scanning through the GIS interface –Additional software package support