Previously, I mentioned some general ideas for document management. Perimeter's IT team spent a while further brainstorming. Here are some of our ideas and discussions.
Ideas (or "what if" thoughts):
What if we had several different storage areas?
A key item here is to separate "active" files from less-active ones. Perhaps "current" vs. "archive." There may be all kinds of hierarchies within these storage areas: user, shared, restricted, but what really matters is that current documents are separated from inactive/archive documents. If we can isolate the searches, such that a default search is only of the active areas, then the results will tend to be better.
Maybe we could take this current vs. archive one more step and have an "off-line" concept. Files that don't have any conceivable future value, but for whatever reason need to be saved forever, could move to an off-line area, which conceivably could mean fully removed from normal storage. Of course, Dean Lisenby recently suggested why that's such a bad idea. Still, if you could maintain a good index of documents, with excerpts, and you really do have a way to retrieve them, off-line storage might be a viable way to save some disk.
What if we automatically archived or retired documents based on activity?
Having the current, archive, and off-line hierarchies only works if there's a way to get infrequently used, or out-dated documents, out of the current hierarchy. Can that be automated? What if documents that hadn't been accessed for over 14 months, or maybe even a couple of years, were automatically moved from current to archive? Keep in mind, they are still on-line, still searchable, they just aren't in the default search. To search archives takes an extra check-box, or pull-down, or anything that's just one more step. Same idea for off-line: documents that haven't been accessed in years and years don't need to be kept on-line at all. Besides the search advantages of of archive documents, there's also a simplification of backup. You know those documents have been backed up regularly for a long time, and they haven't changed in a long time, so the archive hierarchy doesn't need to be backed up very often. Maybe once a month? maybe even less than that!
Maybe take this a notch further. If an archive document is accessed, give an option to say "return this to 'active' storage." Not sure how important that is, but it's a consideration.
If a document is moved from "current" to "archive," should the document's owner be notified? What if this process was performed once every few months, and each user received a nice list of the documents that were moved? Does that reduce fear of loss, or does it maybe go the other way around and make it seem that a document is on it's way to oblivion? (hopefully it's an confirmation of safety, but I could see people having opposite concerns)
The real win is in searching
Saving space (potentially) is a good thing, simplifying backup is a good thing, but the real win of reorganizing documents is the improvement from searching. Well, at least it should be. What if people really could find the documents they want, easily. Organization is a big step. Teaching people better searching is also a big factor. (learning how to make documents searchable is another topic for another time)
Something that should be easy, but I haven't seen much of yet, is to have a search engine that let's you search within the results of a previous search. How often have you wanted to narrow down a search? Add a few more keywords and it works great. A lot of users don't know how to do that, so changing the results, and asking users if they want to narrow the results, might help people move from "ok" results to very specific results.
We had one more even more radical idea for document management. I'll address that in part 3.
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