Aim for the simplest possible post-consolidation environment. Limit the number of metadata fields available to ensure higher usage and less frustration. End users are more likely to use and appreciate a DMS that does not require a lot of extra work when saving documents.
For example, it is possible that a metadata field could have the same alias but different descriptions across databases.
Ex. Document Type is EXP
Database1: description is Expert
Database2: description is Export
When you identify duplicate alias values, this indicates the need for separate mapping documents for each source database. You cannot consolidate to a single translation table when the source values are not unique.
In the new DMS, you will have to reconcile differences by mapping the documents to new values. Using the above example, Exports may need to be classified as EXPORT instead of the original EXP. You can retain the original value in a non-unique field dedicated to legacy doctype.
Make sure end-users understand the differences in the pre and post-consolidation environments, and that they have access to QRCs (quick reference cards) that help with searching. An end-user that knows how to search will be able to find anything using legacy values, regardless of how documents were reorganized or metadata mapped.
Stay in the Know
Subscribe to our newsletter for the latest news about legal, risk, and compliance issues.