Glossary

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

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

When used to describe a file system, a property of a file such as Hidden, System, or Read Only. When used to describe an AutoCAD drawing, a named object in a drawing that is included in a block definition and used to store alphanumeric data.

A system-generated record of the date and time of user actions that create, modify, or delete business-critical data.

When used to describe Meridian Enterprise, a named moment in time in the history of a vault, such as a milestone.

The central administration console for BlueCielo applications such as BlueCielo Publisher and Meridian Explorer before release 2013. BlueCielo Application Manager uses a SQL Server or Oracle database to store the configuration settings of the BlueCielo applications. BlueCielo Application Manager was replaced by the Meridian Enterprise Server Configurator web application.

A BlueCielo portable document package. A briefcase is a single file in an archive format that may contain multiple discrete documents. Briefcases may be in standard open formats such as ZIP and RAR, the BlueCielo BRC format, or custom formats. A briefcase may also contain document metadata in a data file and, in the BlueCielo BRC format, document redlines.

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

Component Object Model. For more information, see Wikipedia.

The data contained within an electronic document file.

The process of extracting and indexing text data from documents for full-text searching.

When used to describe Meridian Enterprise, a frame of reference comprised of a specific compartment of a vault and a moment in time for viewing a vault's contents.

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

In general, the object that a user has selected or an object that is currently within the scope of a programming expression. When used to describe the history of a document, the latest revision of a document, which might not yet be released.

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

A structured set of data. Used to store document metadata for a BlueCielo ECM system. The database may be managed by Hypertrieve, SQL Server, or Oracle depending on the system.

An Oracle database.

To create a new document based on an existing document. Also the name of a Meridian Enterprise command.

The state of a Meridian Enterprise workflow that follows a workflow transition.

A type of property page that displays the properties of a document.

When used to describe Meridian Enterprise, to cancel revision of a document and delete the copy being edited.

Domain Name System. For more information, see Wikipedia.

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

A person within a facility owner/operator organization that is responsible for the management of project documents.

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

A predetermined sequence of steps through which a document must be processed to generate a new approved revision in Meridian Enterprise. The workflow is defined by the document type from which the document was created.

A view of a Meridian Explorer repository that displays documents.

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

A Meridian Enterprise saved search in which the search criteria are reevaluated and the results are updated whenever the collection is displayed.

Engineering Content Management. Content management as it applies specifically to engineering. For more information, see Wikipedia.

Engineering Document Management. Document management as it applies specifically to engineering documents. For more information, see Wikipedia.

An attribute of a Meridian Enterprise property that determines when changes to its value apply within the life cycle of a document.

Electronic mail. For more information, see Wikipedia.

The overall computing platform of an organization.

The view of a Meridian Enterprise vault that displays documents organized by the vault's Field-Path definition.

A type of property page that displays a web page that is hosted on a different information system.

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.

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

File system. For more information, see Wikipedia.

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

Name of a Meridian Explorer view mode that displays search results in tabular format.

Globally Unique Identifier. For more information, see Wikipedia.

A configurable option of a Meridian Enterprise vault that causes it to save the 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.

Hypertext Transfer Protocol. For more information, see Wikipedia.

A drawing made up of both vector graphics and raster image files.

To create a new document in a vault or repository from a file located outside the vault or repository.

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.

To start a new revision of a document by performing the first step of a workflow.

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

A configurable arrangement of items on a form or page.

Lightweight Directory Access Protocol. For more information, see Wikipedia.

A portion of disk space on a user's PC reserved for caching documents when they are viewed or edited. Using local workspace improves performance when working with very large documents. Meridian Enterprise local workspaces can be synchronized with the vault on a configurable interval.

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.

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

The Meridian Enterprise user who initiated the current document workflow and the only person with permission to change the current To Do Person.

In Meridian Enterprise, 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 Enterprise and the Meridian Advanced Project Workflow Module. In BlueCielo Project Portal (Kronodoc), a document to which a master file is attached. See also "reference document."

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

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

Information that classifies, supplements, or describes a document. Metadata is commonly used for searching 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.

Network Address Translation. For more information, see Wikipedia.

A view of a Meridian Enterprise vault that displays documents organized in a hierarchical structure according to a predefined set of properties.

A vault or repository record that represents a logical asset stored in a separate maintenance management system. The logical asset represents a physical asset that is present at a facility that is managed with the maintenance management system. An object tag may reference one or more documents, or the reverse.

The document type configured for use by object tags.

Operating system. For more information, see Wikipedia.

Organizational Unit. For more information, see Wikipedia.

A set of files that are typically used together for a common purpose. The files are often bound together in a single archive file for convenience, such as .zip and .msi files. Examples of file packages are software distribution packages and submittal packages. See also “briefcase.”

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

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

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

The right of a user to view specific data or execute a specific command. Privileges are assigned by a system administrator.

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.

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 Meridian Enterprise Configurator tool. Meridian Advanced Project Workflow Module project definitions consist of a custom folder type, a workflow, and optional 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 subprojects (Meridian Advanced Project Workflow Module only).

A folder created from a project definition template.

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 tool.

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

Descriptive data used to identify, classify, and find documents.

A dynamic search method in which a user progressively reduces the number of documents found by selecting from additional property values.

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

To create a copy of a document in another information system, optionally in a different electronic format.

To completely and permanently delete data from a system.

A Structured Query Language (SQL) statement. For more information, see Wikipedia.

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

A link that represents a relationship between two documents. References can be of different types for different purposes. References can be created automatically by Meridian Enterprise (for example, AutoCAD External Reference, or X-Ref) or manually by a user.

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

A type of property page that displays the references of a document.

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

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

The final step (transition) of a Meridian Enterprise workflow. When describing project workflow, refers to a new revision of a master document that was created from the content of a project copy. When describing document type or workflow definition workflows, refers to a new revision of the document that was created by completing the document’s workflow.

Rendition (a noun) refers to a copy of a document in a format other than the original. Render (a verb) refers to creating a rendition.

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 a Meridian Explorer system.

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

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

A standard keyword or phrase that represents the reason why a submittal was issued.

In Meridian Project Portal, a report about the contents of a submittal that contains the status of the documents in the submittal and any comments made during the technical review of the documents by the owner/operator project team. The return sheet is generated automatically by Meridian Project Portal when the submittal is returned to the originator.

To evaluate the accuracy and completeness of revisions to a document.

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

A type of property page that displays al list of the revisions a document.

To cancel revision of a working copy of a document and delete the copy being edited.

In Meridian Enterprise Server, a named set of privileges to which users or groups are assigned by a system administrator. In Meridian Project Portal, a functional responsibility for a project such as project engineer, operations manager, or maintenance engineer. Users or groups can be assigned to roles by a system administrator. Roles can then be assigned to a distribution list and thereby specify the recipients of submittals.

Remote Procedure Call. For more information, see Wikipedia.

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

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

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

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

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

Simple Mail Transport Protocol. For more information, see Wikipedia.

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

The state of a workflow that precedes a workflow transition.

Secure Sockets Layer/Transport Security Layer. For more information, see Wikipedia.

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

When used to describe a document, means to check in the working copy of a document that is under revision. Equivalent to releasing a document from a workflow. When used to describe a submittal, means to send a copy of the submittal or to transfer ownership of the submittal to the other party in the performance of a responsibility in a contractual relationship.

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

A Meridian Enterprise project folder contained within another project folder that can represent a subordinate process. Subprojects are available only with the Meridian Advanced Project Workflow Module.

A small preview image that is shown to assist the user in identifying an image file.

The name of a navigation view in Meridian Enterprise.

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

The equality of a Meridian Enterprise 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 tool. Transition equivalence is available only with the Meridian Advanced Project Workflow Module.

A cover letter for a submittal that lists the names and other property values of the documents that are included in the submittal. It might also include comments about the status of the documents or the project, instructions to the recipient, and a date by which a response to the submittal is due back to the sender.

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

Uniform Resource Locator. For more information, see Wikipedia.

A Meridian Enterprise repository for storing documents related by organization, division, department, workgroup, or purpose.

The Visual Basic scripting language (Visual Basic Scripting Edition). For more information, see Wikipedia.

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

Virtual Private Network. For more information, see Wikipedia.

Wide Area Network. For more information, see Wikipedia.

Textual or graphic information overlaid on a printed document that indicates its authenticity or validity.

The Meridian Enterprise web browser-based client application.

A client application that is hosted in a web browser.

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.

A predetermined sequence of steps used to produce standardized results.

A temporary copy of a document made in Meridian Enterprise for revising the document as an alternative to document workflow.

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