1. Designing, Developing, and Implementing a Document Repository Joshua Simon & Liza Weissler

2. LISA 2003: Designing, Developing, and Implementing a Document Repository 2 Overview What’s a document? –Types –Classes –Subclasses What do we want to track? What’s the application do?

3. LISA 2003: Designing, Developing, and Implementing a Document Repository 3 What’s a document? Administrators' Guide Analysis Article (publication) Blurb Book Case Study Code Documents Column (publication) Contract Course Database Query/Reply Development Plan Fact Sheet FAQ Financial (e.g. W4, I9) Fireside Chat Functional Specification Graphics, Diagrams, & Movies HR/Insurance forms

4. LISA 2003: Designing, Developing, and Implementing a Document Repository 4 More documents Handout Job Acceptance Job Offer Letter of Intent Meeting Minutes Methodology Other (unspecified, catch-all) Paper Policy Poster Practice Offering Presentation Press Release Product Offering Profile Project Fact Sheet Project Plan Proposal Report Requirements

5. LISA 2003: Designing, Developing, and Implementing a Document Repository 5 Still more documents Results Review Schedule A Self Evaluation Service Offering Specifications Sheet Statement of Work Style Guide Technical Interview Technical Talk Users' Guide Web Page/Site –External (Internet) –Internal (intranet) Boy, that’s a lot of different types of documents to track!

6. LISA 2003: Designing, Developing, and Implementing a Document Repository 6 Document types External (customer) –Start of project Contract Letter of Intent Schedule A Statement of Work –End of project Analysis Recommendations Reports Results Internal (corporate) –Finance –HR –IT –Legal –Marketing –Recruiting –Sales

7. LISA 2003: Designing, Developing, and Implementing a Document Repository 7 Document classes Customer Internal Marketing Recruiting X for other

8. LISA 2003: Designing, Developing, and Implementing a Document Repository 8 Customer and Other Subclasses Strategy Planning Evaluation & selection Classification & organization Transition Recurring operations Audit X for other

9. LISA 2003: Designing, Developing, and Implementing a Document Repository 9 Internal subclasses Code Documentation HR & Finance IT documentation Legal Reviews

10. LISA 2003: Designing, Developing, and Implementing a Document Repository 10 Marketing subclasses Advertisement Offering Publication Sales X for other

11. LISA 2003: Designing, Developing, and Implementing a Document Repository 11 Recruiting subclasses Agency-specific Candidate-specific Internal recruiting documentation Job description X for other

12. LISA 2003: Designing, Developing, and Implementing a Document Repository 12 What do we want to track? Bibliography –Author(s) –Document title –Revision string –Publication date Description or summary URL (location) Keywords Permissions –Approved –Checked out –Frozen –Public Search flags Class (CIMRX) Subclass –Depends on Class –One of ACDEHIJLOPRSTX

13. LISA 2003: Designing, Developing, and Implementing a Document Repository 13 What’s the application do? What do users do? What do librarians do? Other features

14. LISA 2003: Designing, Developing, and Implementing a Document Repository 14 What do users do? Add new document records Edit own document records Upload new documents Download new document templates Search –Browse all documents –Search with one or more criteria –“Match any,” “match all,” or a combination

15. LISA 2003: Designing, Developing, and Implementing a Document Repository 15 Searching Can search based on any criteria Pure OR search: author is (fred OR wilma) OR class is (C OR X) Pure AND search: author is (fred AND wilma) AND keyword is (nfs AND nis) Joint OR and AND search: author is (fred OR wilma) AND class is (C OR X) Controlled by which type=submit button used

16. LISA 2003: Designing, Developing, and Implementing a Document Repository 16 What do librarians do? Everything users do Delete document records Edit others’ document records

17. LISA 2003: Designing, Developing, and Implementing a Document Repository 17 Other features Online documentation –Integrated online help –Administrators’ Guide –Users’ Guide Real-time statistics

18. LISA 2003: Designing, Developing, and Implementing a Document Repository 18 Availability Real soon now Under some form of public license Contact authors by email –jss@clock.org –liza.weissler@us.army.mil

19. LISA 2003: Designing, Developing, and Implementing a Document Repository 19 Questions? Please use the microphone Introduce yourself Available post-session for more discussion –at the Royal Palm Court at 5:30 –sign up sheets near the Registration desk

20. Designing, Developing, and Implementing a Document Repository Joshua Simon & Liza Weissler