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Importing Graphical Annotations from Nolij Web to Etrieve: An ECM Roadmap Update

Jordan Harbor

Jordan Harbor
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In an effort to continually exceed market demands and user expectations,Softdocs maintains a detailed Etrieve Product Roadmap, which discusses our focus and vision for the future of Etrieve. Outlining strategic goals, this roadmap guides the efforts of our Development, Sales and Services teams by shaping how we prioritize and address key feature requests.

Over the last 18 months, many of the goals on our Etrieve Product Roadmap have related to the expansion of Etrieve’s capabilities to import annotations from other enterprise content management solutions. Driven by market demand, our team was able to reach each goal and update Etrieve with the desired enhancements.

Consequently, when University of Portland (UP) approached us, with interest in implementing Etrieve and importing annotations from Perceptive Nolij® Web, we had already begun developing the features required. By working collaboratively with UP we were able to pilot the utility, complete their implementation and bring these developed features closer to market.

UP’s most common annotations within Nolij were sticky notes and highlights, which are also existing Etrieve-supported annotation types. To preserve any positional-based information associated with these types within Nolij, we decided to migrate functional, graphical annotations. This was accomplished after we identified each stamp and matched the size and overlays to what Etrieve expects. By massaging UP’s data to have it display appropriately, we were able to enhance Etrieve’s import utility and migrate functional, graphical annotations from Nolij.

In working to meet the requirements for UP, our team became more familiar with the various factors that must be accounted for when importing graphical annotations from Nolij, such as how Nolij identifies annotations, where associated information is stored, the different DPIs of each document type, and the use of protected PDFs. This gave us a clear vision on how to build the tools necessary to complete not only UP’s annotation migration and Etrieve implementation, but how to establish a repeatable framework for other customers seeking to import annotations from their own document imaging systems.