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Life-Cycle Management
 
Without some form of life-cycle management document management systems can grow to almost unmanageable sizes; frustrating users with the volumes of data returned in searches and increasing the administrative overhead with extended backup times and slow index rebuilds.
 
It is important to remember there are costs associated with the management of every single document in the system, an administrative cost in administration as well as a performance cost on the equipment.  Applying life-cycle management principals allows us to control how those costs are allocated, making sure that active and production documents are prioritised over historic and obsolete data. 

 What is life-cycle management?

 

Life-cycle management is a discipline that can be applied to information to ensure that it is managed correctly based on its current status from inception through to disposal.  To put that in the context of a document management system, life-cycle management helps us to identify what stage a document is in (production, research, archived etc), and then apply the correct management procedures to it.

 

At first glance, this may seem a level of unnecessary complexity to apply to a system, which can quite happily manage all the organisations documents in one library.  Unfortunately, the truth is that a system only 'appears' to manage the documents.  In truth, the documents are all accessible and searchable, but there is often no real management taking place, just contingency for recovery in the event of system failure.

 

With life-cycle management in place, we can separate, and apply different management principals, to documents based on their stage in their life-cycle:- 

 

Production documents can be placed on high availability equipment, with regular backups and fast recovery routes. 

 

Research documents (documents for completed projects or matters) can be placed in read-only libraries, removing the risk of data contamination (a user forgetting to select 'save-as' when they open an old document), reducing backup requirements.  This has the added benefit of speeding up user interaction, by allowing users to search either active documents or active and research documents.

 

Archive documents can be placed in the control of compliance, reducing the risk of 'out-dated' information being used inadvertently.

 

In an eDocs system life-cycle procedures can be implemented quickly, simply and transparently for the end-user.

 

 

 

 

 Implementing Life-Cycle Management in eDocs

 

Most life-cycle solutions use a tier model, moving documents between tiers as their stage of life changes; eDocs has an integral multi-tier model, making the implementation of a solution quite straightforward.  Using the eDocs libraries as separate tiers in the model has the additional advantage that clients accessing the system can be presented each library based on both security and function.