Planning your Document Migration

I have now for some time used Kipling’s “Six honest serving men” from the short story for children titled “The Elephant's Child” to high-level plan the migration or conversion of documents from one system to another system. These six basic questions could be used the following way to plan a scanning project;

• Why? For example; Users frequently access the documents, its often simultaneous access, they require quick access to the documents, etc.
• What? Documents with metadata, or all data? Handwritten, printed text, forms, barcodes and/or tick boxes? Existing classification scheme? Existing audit trail?
• When? Complete backfile or just partial backfile conversion? Day-forward or Day-forward with On-Demand conversion? Duration and timing? 
• Who? Should the scanning be done by users when required, fulltime specialists, scanning bureaus, etc?
• Where? Centralized or distributed? At the start of the workflow or later in the process? Onsite or offsite?
• How? For example; Preparation, Conversion, Image Enhancement, Indexing, Quality Control, and Distribution.

Comments

[Tere rodriguez]

I am looking for information regarding convertion and migration plans as part of the electronic recordkeeping policy