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Tararua District Council Back-Scanning Pilot Project

Tararua District Council Back-Scanning Pilot Project

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Page 1: Tararua District Council Back-Scanning Pilot Project

Tararua District Council

Back-Scanning Pilot Project

Page 2: Tararua District Council Back-Scanning Pilot Project

PROBLEMImpending Accreditation – and …

27 boxes of un-scanned Building Consents

=

PANIC!

Page 3: Tararua District Council Back-Scanning Pilot Project

But we didn’t Panic …

We rolled up our sleeves and got on with it!

Page 4: Tararua District Council Back-Scanning Pilot Project

And that got us thinking …

If we could get 26 boxes scanned in less than two

months with minimal staff …

What could we do with more resources and

proper planning?

Page 5: Tararua District Council Back-Scanning Pilot Project

So … Why Bother?1 - Compliance with Central Government Record Keeping requirements.

Page 6: Tararua District Council Back-Scanning Pilot Project

2 - Records protection and preservation….

We have already lost files in the past due to: Fire Flood Theft Wilful Damage Loss by mishandling,

misplacing or misfiling.

Page 7: Tararua District Council Back-Scanning Pilot Project

3. Improved Customer Service

Instant access to all building records for our Customer Services Teams

throughout the district.

Page 8: Tararua District Council Back-Scanning Pilot Project

4 - Improved Processes

No more time wasted playing the dreaded “Find the File” game!

Increase in Staff Efficiency

Decrease in Staff Frustration

Happy Staff ….

Happy Boss ….

Happy Council ….

Happy Ratepayers ….

Page 9: Tararua District Council Back-Scanning Pilot Project

Digital

1. Search2. Print, email or

save to disc

Physical

1. Search Computer Files2. Check Building Department 3. Check desks of any staff who

may have a physical file4. Check papers are correct and

relate to property requested5. Remove staples and repair

any damage caused by previous over-handling

6. Copy or scan7. Re-staple8. Return files

Rules of “Find the File” Game – Physical vs Digital

Page 10: Tararua District Council Back-Scanning Pilot Project

One of our long-term goals …24/7 Public Online Access to all TDC Building Records.

5 – The Future: 24/7 Records Availability

Page 11: Tararua District Council Back-Scanning Pilot Project

6 – Reclaimed Office Space

Page 12: Tararua District Council Back-Scanning Pilot Project

7 - Risk Reduction

Page 13: Tararua District Council Back-Scanning Pilot Project

All very good reasons!

So … what would Arnie say?

Page 14: Tararua District Council Back-Scanning Pilot Project

So, we needed a plan ….

We needed a better plan ….

Page 15: Tararua District Council Back-Scanning Pilot Project

After all …How hard could it be?

Tararua District Council holds Building Packets for almost 11,000 properties, with most containing multiple records.

Page 16: Tararua District Council Back-Scanning Pilot Project

Where were they all?As everyone here knows, these records should be stored in a fireproof, temperature controlled space. The reality is they are stored …

… Wherever we have space!

Page 17: Tararua District Council Back-Scanning Pilot Project

But even with floor to ceiling shelves … space is limited, and … people continue to build!

Page 18: Tararua District Council Back-Scanning Pilot Project

US or THEM?

Page 19: Tararua District Council Back-Scanning Pilot Project

Why a Pilot?Why not the whole thing?

Page 20: Tararua District Council Back-Scanning Pilot Project

Then, we needed a budget

$35,000

Page 21: Tararua District Council Back-Scanning Pilot Project

What else did we need?

More staff on the Records Team Large Workspace Equipment & Licences

THE SUGAR FIX!

Page 22: Tararua District Council Back-Scanning Pilot Project

Protocols A strong title convention A maximum digital file size Files of 300 dpi in pdf(A) format (techno-

speak for clear and useable files)

Process – “Production Line”

Page 24: Tararua District Council Back-Scanning Pilot Project

PRIORITY FILES (a.k.a. “The Ugly Fugly” Files)

These were the files we decided to tackle first.

Page 25: Tararua District Council Back-Scanning Pilot Project

A journey of a thousand miles begins with a single step …

- Lao Tzu

Page 26: Tararua District Council Back-Scanning Pilot Project

THE TEAM - ProcessingThree staff processed the documents

ready for scanning.

Page 27: Tararua District Council Back-Scanning Pilot Project

THE TEAM - ScanningTwo of the team scanned full-time.

Page 28: Tararua District Council Back-Scanning Pilot Project

THE TEAM – QA and LinkingThe final step. Each scan was quality checked before the title was finalised. The digital document was then moved to the EDRMS and linked within our business software.

Page 29: Tararua District Council Back-Scanning Pilot Project

RESULTS (In just over 30 days)

We began this project with 65 linear metres of un-scanned historic building records. We cleared just over 13 linear metres.

This equates to 20% - (well above our target of 15%).

Page 30: Tararua District Council Back-Scanning Pilot Project

Objectives

•Record longevity for current and future reference•Record protection & preservation•Record availability for staff function and efficiency•Quality end results – (do it once … do it right!)•Files of a realistic size for public access•Compliance with Public Records Act•Compliance with Digitisation Standards

And …. Proof that it can be done.

Page 31: Tararua District Council Back-Scanning Pilot Project

Did Council Listen?

Page 32: Tararua District Council Back-Scanning Pilot Project

Extra long-term staffing for the Records Team …

What did we get?

Funding for future marathons …

Council recognition that the more records are treated as an asset, the less of a liability they become …

And that was perhaps our biggest victory …

Page 33: Tararua District Council Back-Scanning Pilot Project

Footnote:

Page 34: Tararua District Council Back-Scanning Pilot Project