Pennsylvania Banner Users Group 2009 Fall Conference Implementing Imaging 11/24/2009.

Pennsylvania Banner Users Group 2009 Fall Conference

Implementing Imaging

11/24/2009

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered at the

conclusion of the presentation

Thank you for your cooperation

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Introduction

Carl A. O’Neil

Assistant Director of Development Operations The University of Scranton [email protected]

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Agenda

Overview Documents Equipment Software Staff Space Problems Q&A

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Analyze

Gather Information Visit organizations Presentations

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Documents

What do you need to Image? How do you find out? Develop policy on hard copy retention Legal responsibilities Name the document types appropriately

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Document Types

Correspondence Acknowledgements General

Gift/Pledge Pledge Agreement Scholarship/Endowment Agreement Reminders/Statements Gift Backup

Stock, Checks, Gift-in Kind, and Letters

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Document Types (continued)

Stewardship Annual reports Activity reports External events Dedication events

Planned Giving Anything legally naming the University as a

beneficiary

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Document Types (continued)

Prospect Research Anything (personal) donor related

Miscellaneous Designation Forms Campaign

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Equipment

Scanner

Flatbed (HP Scanjet 8390)

Multi Function Product (MFP)(Lanier LD325)

Computer

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Scanner Comparison

Scans per minute

Flatbed 35 SPM 200 DPI 20 SPM 300 DPI 5 SPM 600 DPI

MFP 52 SPM 200 DPI 50 SPM 300 DPI 32 SPM 600 DPI

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Scanner Comparison (continued)

Image quality Standard features System requirements Security File size

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Software

Application Extender Image Capture Document Manager Web Extender

Technology Department

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Staff

Who will do the imaging? Indexing Verification Historical Documents Cleaning Files Levels of Use

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Roles/Levels

Viewer View or print

Scanner Add page, Scan, Index, Display, and Print

User All the above plus Delete pages, Annotate,

and Redact documents Lead

All permissions.

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Space

General work space Dedicated room

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Problems

Adding a field to the indexing form Server Test and Test again!

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Open to the Floor

Questions Comments

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