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Item 21 - Electronic Document Management System Upgrade
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07/18/2023 Regular and Special HA
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Item 21 - Electronic Document Management System Upgrade
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7/13/2023 11:39:05 AM
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7/12/2023 12:34:29 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
21
Date
7/18/2023
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(9) <br />Desktop <br />• Laserfiche Client 10.4 <br />• EditEDMSlndexDGV.exe <br />drawings to be entered. <br />II. DESCRIPTION OF WORK: <br />CITY OF SANTA ANA <br />— Application that connects to PWA-DOCS SQL and allows new <br />The Public Works Agency desires to upgrade/migrate its existing EDMS solution to an OTS software <br />solution instead of using a custom -developed application. The updated solution should function on <br />the latest versions of Microsoft Windows / SQL Server that are supported by the City and match the <br />existing versions of Laserfiche that the City is currently using with the flexibility to upgrade to newer <br />versions without the need for major changes to the new solution environment. <br />The current EDMS contains both drawings from City projects that are spatially indexed and other <br />various agency documents that are not spatially indexed. Documents that are not currently spatially <br />indexed do not require spatial indexing as a part of this scope of work, but they will need to be <br />transferred to the new environment. <br />The City desires to integrate the updated EDMS with the City's ArcGIS Enterprise Server so users <br />can search for drawings using a map interface with simple controls / options similar to the existing <br />GIS search capabilities. Ideally, the Consultant will devise a programmatic way to calculate the <br />extents of each drawing based on the existing street indexing method (on street, from street, to street). <br />Keeping the street segment indexing method intact is also desirable and the City would like to retain <br />that method as well if it's possible. <br />In addition to the engineering drawing solution proposed by the consultant, the City desires to add a <br />Deed Book / ROW layer to the EDMS Laserfiche GIS Integration project. At minimum, the <br />Consultant will devise a way to update the Laserfiche URL for each polygon to point to the new <br />location on the new WebLink server. The users would be able to view the ROW Layer in the map <br />interface and be able to select a polygon (even if overlapping with other polygons) and be directed <br />to Laserfiche to see the scanned image of the ROW book. <br />The City also desires a spatial indexing solution for the deeds that have been added to the Laserfiche <br />system AFTER the original scan of the ROW Books. This could be a separate deed layer in the GIS <br />or it could be a way to add new deed information to the already existing ROW layer. The City desires <br />the expertise of the Consultant in proposing a way to address this indexing issue based on the <br />provided information <br />The Consultant will create and provide to the City a fully documented training manual with <br />screenshots for the City personnel that maintain the documents in the system. <br />2. The Consultant will create a streamlined version of the training manual with detailed screenshots <br />for City staff that need only to search for documents. <br />3. The Consultant will offer one in -person training class for City personnel that will focus on adding <br />new documents to the systems and updating the indexed fields and spatial information. <br />4. The Consultant will offer one virtual training class for PWA staff that need to search for documents <br />the recording of the virtual class will be saved and given to the City for future training needs. <br />5. The Consultant will provide fully documented source code for any custom programming that is <br />4 <br />
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