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Pennsylvania Banner Users Group 2009 Fall Conference

Pennsylvania Banner Users Group 2009 Fall Conference. Implementing Imaging. 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

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Pennsylvania Banner Users Group 2009 Fall Conference

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  1. Pennsylvania Banner Users Group 2009 Fall Conference Implementing Imaging

  2. 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

  3. Introduction • Carl A. O’Neil Assistant Director of Development Operations • The University of Scranton • Carl.ONeil@scranton.edu

  4. Agenda • Overview • Documents • Equipment • Software • Staff • Space • Problems • Q&A

  5. Analyze • Gather Information • Visit organizations • Presentations

  6. 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

  7. Document Types • Correspondence • Acknowledgements • General • Gift/Pledge • Pledge Agreement • Scholarship/Endowment Agreement • Reminders/Statements • Gift Backup • Stock, Checks, Gift-in Kind, and Letters

  8. Document Types (continued) • Stewardship • Annual reports • Activity reports • External events • Dedication events • Planned Giving • Anything legally naming the University as a beneficiary

  9. Document Types (continued) • Prospect Research • Anything (personal) donor related • Miscellaneous • Designation Forms • Campaign

  10. Equipment • Scanner Flatbed (HP Scanjet 8390) Multi Function Product (MFP)(Lanier LD325) • Computer

  11. Scanner Comparison Scans per minute MFP 52 SPM 200 DPI 50 SPM 300 DPI 32 SPM 600 DPI Flatbed • 35 SPM 200 DPI • 20 SPM 300 DPI • 5 SPM 600 DPI

  12. Scanner Comparison (continued) • Image quality • Standard features • System requirements • Security • File size

  13. Software • Application Extender • Image Capture • Document Manager • Web Extender • Technology Department

  14. Staff • Who will do the imaging? • Indexing • Verification • Historical Documents • Cleaning Files • Levels of Use

  15. 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.

  16. Space • General work space • Dedicated room

  17. Problems • Adding a field to the indexing form • Server • Test and Test again!

  18. Open to the Floor • Questions • Comments

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