This is a copy of a query put on the relevant esd tollkit forum (in case
anyone recognises it). I am just opening the question out to a wider
pool of expertise.
We are in the process of implementing and EDRMS [Wisdom by
Diagonal (now Morse)] in a local government borough.
At the moment we have a file plan based on the LGCS but I am a little
concerned about how the file structure should be set up below this
level. At present each individual service area which works on address-
based cases seems to be creating a separate folder for each address in
the borough which seems a little ungainly to me. I have heard mention
of possibly putting the address level of the structure above the service
level, but I think this would interfere with the LGCS and would still
represent a huge file structure. All the reading I have done on EDRMS
etc indicates that the metadata is critical and that without it an EDRMS
will become unusable.
I already notice a significant amount of irrelevant returns on searches
from a system which contains relatively little data as yet, but this could
be due to not having narrowed down the search string properly.
I have noted comments which concur with my own understanding that if
you have good metadata then the file structure becomes largely
irrelevant, but the problem with the creation of all the required
metadata is that it probably even more onerous than creating large
numbers of folders.
I wonder if someone could answer a few questions for me:
1. Is it necessary to have a standardised metadata scheme across all
departments contributing to the EDRMS data and are there automated
or semi automated ways of applying it to the documents?
2. Would it be possible to extract the metadata automatically from a
well structured file name protocol?
3. What is the basic minimum metadata required for functions such as
Housing, Environmental Health and Planning/ Building Control?
4. Is the extent of such metadata laid down in standards? (ie: do eGov
metadata standards extend to this level of detail?)
5. If not has anyone developed a standardised set and what are they?
6. Below LGCS, is a simple folder structure based on "Year" a
reasonable solution or should it be more complex and if so how and
why?
7. Does anyone please have an example of their own or of best practice
relating to these questions?
Many thanks in advance,
Martin
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