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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 Indexing Verification Historical Documents Cleaning Files Levels of Use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
11/24/2009