S&W (Tax (Document Type (Document Type - Corporation Tax, Document…
Identify metadata that is useful for filtering, sorting , and metadata based searching. Filtering and sorting will allow you to locate the relevant information quickly and efficiently
Identify core metadata that may be relevant to Information Management Policy – e.g. Retention based on a specific business date
Identify your core business process in this area as a starting point. This will drive the identification of the metadata that will be needed to drive the business process or efficiencies.
Identify core metadata by analysing the paper structured/unstructured forms/documents.
Avoid metadata overload that will deter the user from adding metadata to each scanned file that is submitted. It is generally considered that up to half a dozen pieces of metadata is acceptable.
Mandatory or Optional