Description

This practical internship will allow you to understand all the preliminary steps in implementing an EDM or enterprise content management solution. You will learn how to organize and index your documentary content, and identify the types of content you need.

Who is this training for ?

For whom ?

Anyone involved in an EDM or content management project.

Prerequisites

Training objectives

Identify the elements of the documentary analysis

Create a classification plan

Index content

Model document flows

Create content models

Training program

• Identify the elements of the documentary analysis
  • The life cycle of documents.
  • Documentary repositories.
  • The analysis file: classification plans, management tables, retention rules.
  • Identify the different types of documents.
  • The acquisition and use of metadata.
  • The main norms and standards useful to the analyst.
  • Documentary software.
  • Case study Presentation of an analysis file.
• Create the filing plan
  • The major universal classifications.
  • Define the scope of the documentary field.
  • Analyze activities and identify relationships between activities and documents according to the ISO standard 26122.
  • Adapted design methodology.
  • Test and evaluation.
  • Software tools to aid creation.
  • Work practices Propose the classification plan for a sample of documents.
• Index contents
  • Indexing rules and methods.
  • Choose descriptive metadata for content.
  • Define an indexing strategy: authority lists, folksonomies.
  • Choose the index organizations to implement: thesauri, taxonomies, categorizations.
  • Indexing assistance software.
  • Practical work A Using the documentary analysis file, propose an organization to index a sample of documents.
• Model document flows
  • Identify and represent documentary flows.
  • Complete the documentary analysis file: user profiles and workflow matrices.
  • Formalize the circulation of documents between users .
  • Modeling assistance software.
  • Practical work Complete the documentary analysis file to represent the circulation of documents in a validation chain.
• Create content templates
  • Identify content types.
  • Define properties, aspects, and associations.
  • Use content models in searching and sorting documents.
  • Demo Creating a content model with Drupal and Alfresco.
• Finalize the documentary analysis file
  • Analyze the quality and relevance of the documentary organization.
  • Develop the classification plan.
  • Demonstration Implement the documentation file document analysis in a software solution.