BlueCielo Meridian Asset Management Module 2012 User's Guide | BlueCielo ECM Solutions

Glossary

Following are terms that are used to describe BlueCielo products. Some of these terms are used only in reference to certain products and may not be used in this document.

Standard term definitions
Term Definition

approved

A workflow status that indicates a document that has been approved for reproduction, distribution, manufacture or construction.

archive

As a noun, a repository of obsolete documents kept for possible future reference. As a verb, the process of exporting obsolete documents from a repository.

assign to work area

The process of creating a copy of a document in a work area to isolate its changes from the original revision in the Main area.

attribute

An named object in an AutoCAD drawing that is included in a block definition and used to store alphanumeric data.

audit trail

A system-generated log of the date and time of user actions that create, modify, or delete documents or repository configuration items.

baseline

A named moment, such as a milestone, in a vault's history.

BlueCielo Application Manager

The central administration console for BlueCielo applications such as BlueCielo Publisher and Meridian Explorer. It uses a SQL Server or Oracle database to store the configuration settings of the BlueCielo applications.

briefcase

A BlueCielo portable document package. A briefcase is a single file that may contain multiple discrete documents in an archive format. A briefcase may also contain document metadata in a data file and, in the case of the BlueCielo .BRC format, document redlines.

client

A computer, object, or program that obtains data or services from a server.

COM

Component Object Model

content

The electronic data contained within a document file.

content indexing

The process of extracting and indexing text data from document content for full text searching.

context

A frame of reference for viewing a vault's contents.

criterion

A search filter condition composed of a property name, operator, and value.

current

In general, the object that a user has selected or an object that is currently within the scope of a programming expression. When used in the context of the history of a document, the latest released revision of a document.

data source

An external data file or database that provides data presented by or imported into a BlueCielo ECM system.

database

Used to store document metadata for a Asset Management Module vault, Meridian Explorer repository, or ImandrA vault. The database may be managed by Hypertrieve, SQL Server, Oracle, or FileNet depending on the system.

DB

Oracle database

derive

The process of creating a new document based on an existing document. Also the name of an Asset Management Module command.

details page

A type of property page that displays a document's properties or a view of the document's content.

digital signature

A digitized image of a person's handwritten signature. See also "electronic signature."

discard

The process of canceling revision of a document in a work area and deleting the copy being edited.

DNS

Domain Name System

document

Information recorded on a medium (paper, digital media, etc.) for communication to others.

document type

A classification of documents that share one or more document management characteristics such as format, purpose, or security.

document type workflow

A predetermined sequence of steps through which a document must be processed in order to generate a new approved revision. The workflow is defined by the document type from which the document was created. Document types are configured by a system administrator with the Asset Management Module Configurator utility.

Document view

The view of a Meridian Explorer repository that displays documents.

document workflow interlock

A rule consisting of specific document types and property filters that limit when a project’s workflow may advance. Configured by a system administrator with the Asset Management Module Configurator utility. Interlocks are available only with the Advanced Project Workflow Module.

dynamic collection

A saved search in which the search criteria are reevaluated whenever the collection is displayed.

ECM

Engineering Content Management

EDM

An acronym for engineering document management.

effectivity

The scope of a property that determines when changes to its value apply within the life cycle of a document.

electronic signature An electronic indication that a person adopts the contents of an electronic message. See also "digital signature."

email

Electronic mail

environment

An organization’s overall computing platform.

Explorer view

The view of a Asset Management Module vault that displays documents organized by the vault's Field-Path definition.

external page

A type of property page that displays an external web page.

Field-Path definition

A hierarchical structure defined by properties that determines the folder structure of a vault and the locations of documents according to the values of the properties.

folder view

A view that displays documents organized in a hierarchical structure of folders. See also "navigation view."

FS

File system

full text search

A method of searching for text contained in document content as opposed to searching document metadata. See also "content indexing."

Grid view

Name of the Meridian Explorer option to display search results in tabular format.

GUID

Globally Unique ID

history

A configurable option of a Asset Management Module vault that causes it to save changes to documents and metadata over time. Allows users to view prior revisions of documents and their property values at specific moments in the past.

HTTP

Hypertext Transfer Protocol

hybrid drawing

A drawing comprised of both vector graphics and raster image files.

import

The process of creating a new document in a vault from a file located outside the vault.

inactive user

A user account that has been deactivated. The account is not deleted but the user cannot use the application. The account can be reactivated later.

initiate

The act of starting a new revision of a document by performing the first step of a workflow.

issue code

The name of a Meridian Transmittal Management Module property that stores a standard keyword or phrase that represents the reason why a transmittal was issued.

layout

A configurable arrangement of items on a form or page.

LDAP

Lightweight Directory Access Protocol

local workspace

A portion of disk space on a user's computer reserved for caching documents when they are viewed or edited. Using local workspace improves performance when working with very large documents. It is synchronized with the vault on a configurable interval.

lookup list

A list of predetermined values for a property that is presented to the user for selection. Lookup lists can be either managed in the application or linked to an external database or query.

main area

The area of a Meridian Enterprise vault where released documents reside.

manager

The Asset Management Module user who initiated the current document workflow and the only person with permission to change the current To Do Person.

master document

In Asset Management Module, a released document from which one or more project copies are made that become either independent documents or new revisions of the master document. Master documents are designated by Meridian Asset Management Module and the Advanced Project Workflow Module. In Kronodoc, a document to which is attached a master file. See also "reference document."

Asset Management Module Explorer Client

The Meridian Explorer web application installed on the Meridian Explorer server.

Asset Management Module Explorer Server

The Meridian Explorer data access and business services running on a server computer. May also be used to refer to the server hosting the services.

metadata

Information that classifies, augments, or describes a document. Metadata is commonly used for searching purposes to find documents as opposed to searching for data within documents, known as full-text searching. Metadata may also be used for a variety of other purposes.

NAT

Network Address Translation

navigation view

A view of an Asset Management Module vault that displays documents organized in a hierarchical structure according to a predefined set of properties. Do not capitalize the words navigation view but do capitalize the names of custom views, for example, To-Do List view.

object tag

A vault or repository record that represents an asset stored in a separate maintenance management system. May reference one or more documents or vice versa.

object tag type

The document type configured for use by object tags.

Object Tag view

The view of a Meridian Explorer repository that displays object tags.

OS

Operating system

OU

Organizational Unit. A hierarchical container in Microsoft Active Directory Services used with the Active Directory Connector.

package

None

pane

The area of a split or single window used to display related data and user interface elements.

PowerUser

The Meridian Enterprise desktop client software. Not related to the Windows administrative group Power Users.

pre-selection

A property filter that can be applied to a view to limit the number of visible items.

privilege

The ability, assigned by an system administrator, of a user to view specific data or execute a specific command.

project copy

A copy of a master document made for the purpose of creating a new independent document or creating a new revision of the master document. Project copies can be created in Meridian Enterprise or the Advanced Project Workflow Module.

project definition

A template used to create special folders in a vault that can represent design project processes. Project definitions are configured by a system administrator with the Asset Management Module Configurator utility. Advanced Project Workflow Module project definitions consist of a custom folder type, a workflow, and possibly project workflow interlocks or document workflow interlocks. A project definition may restrict folders from being created at the root of a vault and may restrict creation of sub-projects (Advanced Project Workflow Module only).

project folder

A folder created from a project definition template.

project workflow

The workflow of a project folder as defined by the project definition template from which it was created. Configured by a system administrator with the Meridian Enterprise Configurator utility.

project workflow interlock

A rule consisting of specific sub-project folder types and property filters applied relative to the project itself or sub-projects that limits when a project’s workflow may advance. Configured by a system administrator with the Meridian Enterprise Configurator utility. Interlocks are available only with the Advanced Project Workflow Module.

property

Descriptive data used to identify, classify, and find documents. Properties are organized into related groups called property sets.

property navigation

A dynamic search method whereby a user progressively reduces the number of documents found by selecting from existing property values.

property page

A secondary window, usually displayed with a tab, that displays the properties of an object such as a document.

publish

The process of creating a copy of a document, possibly in a different electronic format, into another information system.

purge

To completely and permanently delete data from a system.

query

A Structured Query Language (SQL)statement.

Quick Change

A very simple document workflow comprised of only two steps, Start Quick Change and Release Quick Change that may or may not increment the document's revision number depending on the configuration of the document type.

RAID

Redundant Array of Inexpensive Disks

reassign

To immediately assign a document to the current work area for additional changes after discarding or releasing the current revision.

reference

A link that represents a relationship between two documents. References can be created automatically by Asset Management Module (e.g. AutoCAD External Reference) or manually by a user.

reference type

A classification of references that share one or more document management characteristics such as purpose, source or destination document types, or security.

references page

A type of property page that displays a document's references.

related documents page

A type of property page that displays the documents that are related to the selected object.

related tags page

A type of property page that displays the object tags that are related to the selected document.

release

The final step (transition) of a workflow. When describing project workflow, refers to the act of creating a new revision of a master document from the content of a project copy. When describing document type or workflow definition workflows, refers to the act of creating a new revision of the document by completing the document’s workflow. When describing a document in a work area, refers to the act of creating a new revision of the document in the Main area of the vault from the content of the work area copy.

rendition, render

A copy of a document in a format other than the original.

repository

The largest logical container of a document management system for storing documents and metadata. A repository commonly contains all of the documents for a single organization, division, department, workgroup, or other purpose organized into folders and sub-folders. The fundamental container of an Meridian Explorer system.

Repository view

The configurable view of a Meridian Explorer repository composed of a document view and an object tag view.

result grid

A configurable grid used to display documents or object tags found by a search.

retire

To classify a document as obsolete and prevent it from being revised.

return code

The name of a Meridian Transmittal Management Module property that stores a standard keyword or phrase that represents the reason why a submittal was issued.

review

To evaluate the validity of revisions to a document.

revision

A milestone in a document's history that represents approved information at particular point in time identified by a number or letter.

revisions page

A type of property page that displays a document's revisions.

revoke

The act of canceling revision of a working copy of a document and deleting the copy being edited.

role

A named set of privileges to which users or groups are assigned by a system administrator.

RPC

Remote Procedure Call

saved search

A user-defined set of search criteria that is saved for future reuse.

search layout

A configurable combination of vault navigation and search filter parameters used by Meridian Explorer.

server

A centralized computer or application that provides services to one or more client computers or applications in a network.

shortcut bar

The name of the accordion control containing shortcuts to views, vaults, and baselines that can be displayed in the left pane of the Asset Management Module desktop application.

SID

System Identifier. A name that identifies a specific instance of a running Oracle database.

SMTP

Simple Mail Transport Protocol

snapshot

A copy of a database at a specific moment in time suitable for restoring.

source state

The state of a workflow that precedes a workflow transition.

SSL/TLS

Secure Sockets Layer/Transport Security Layer

static collection

A saved search in which the results are displayed without reevaluating the search criteria.

submission

A document delivered as part of a submittal.

submit

The act of checking in the working copy of a document that is under revision. Equivalent to releasing a document from workflow.

submittal

A package (briefcase) of documents received by an organization for review, reference, modification, or final delivery. See also "transmittal."

sub-project

A project folder contained within another project folder that can represent a subordinate process. Sub-projects are available only with the Advanced Project Workflow Module.

target state

The state of a workflow that follows a workflow transition.

thumbnail

A small preview image displayed to assist the user in identifying an image file.

Thumbnail view

Name of the Meridian Explorer option to display search results as an array of thumbnail images with corresponding properties.

To-Do List

The name of a navigation view in Asset Management Module.

transition conditions

Property value filters and logical expressions that are evaluated to determine the validity of a workflow transition to be executed by a user.

transition equivalence

The equality of a workflow transition in one project definition to a workflow transition in another project definition. Transition equivalence makes it possible to execute a transition for one project in a batch of projects and have it execute transitions in the other projects within the batch even if the transitions don’t have the same name, source state, or destination state. Configured by a system administrator with the Meridian Enterprise Configurator utility. Transition equivalence is available only with the Advanced Project Workflow Module.

transmission

A document delivered as part of a transmittal.

transmittal

A package (briefcase) of documents sent from one organization to another for review, reference, modification, or final delivery. See also "submittal."

transmittal database

A Meridian Transmittal Management Module database that stores transmittal, transmission, and recipient information for transmittal tracking and reporting purposes.

transmittal management

The process of creating, modifying, sending, and tracking transmittals and submittals.

transmittal sheet

A list of the names and revision numbers of the documents contained within a transmittal or submittal. A transmittal sheet typically states the name, telephone number and address of the sending and receiving parties. It might also include comments about the status of the documents or the project, instructions to the recipient in the use of the documents, and a date by which a response to the transmittal is due back to the sender.

unretire

To reverse the effects of retiring a document so that it can be revised again.

URL

Uniform Resource Locator. Used to specify Internet and intranet addresses.

vault

A Asset Management Module or ImandrA repository for storing documents related by organization, division, department, workgroup, or purpose.

VBScript

The Visual Basic Scripting language.

version

A document derived, copied, or rendered from another document of the same revision.

VPN

Virtual Private Network

WAN

Wide Area Network.

watermark

Textual or graphic information overlaid on a printed document used to indicate authenticity or validity.

Web Access

The Asset Management Module web browser-based client application.

web client

A client application that is hosted in a web browser.

work area

A virtual container in an Meridian Enterprise vault where copies of documents can be assigned to undergo related revision isolated from the original revisions in the main area. A work area can be configured to have a workflow that applies to all of the documents contained in the work area.

Work Isolation Mode

The name of the option in a Meridian Enterprise vault configuration that causes documents to be revised using working copies instead of workflows and restricts the visibility of working copies to the assigned user.

workflow

A predetermined sequence of steps used to produce standardized results.

working copy

A temporary copy of a document made for making changes as an alternative to document workflow.

workstation

A personal computer used by an individual in a network. A workstation is the client computer in a client/server system.

X-Ref

An AutoCAD drawing that is linked to, but not inserted into, the current drawing. Changes made to referenced drawings (X-Refs) are automatically displayed in the current drawing when the current drawing is opened.


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