| How it works
UNIFORM CLASSIFICATION
The
USCS Structure
The USCS code structure is linked to all relevant document management
functions, as well as legal retention requirements.
Based on a standard business chart-of-accounts,
USCS system provides
the ability to classify documents in such a way as to be easily retrievable in the future
by anyone, even a temporary or new employee. It is hierarchically structured, not unlike
the file folders in a computer filing system.
Class Codes
The USCS code structure is made up of pairs of letters, assembled together
to form a hierarchical structure. The code for each class contains the number of pairs
required to define the relative position in the hierarchy.
In order to simplify the class code, and improve the readability, the
first two letters of the word used in each level, where possible, is selected as its
acronym.
Code Hierarchy
There is only one position in the hierarchy for any document. To assure
that this position is found, a table of synonyms links key words in each record to the
proper class code. Synonyms can include form numbers, nicknames, and even foreign language
words. Changes to the hierarchy are rare, leaving its structure stable.
MAJOR levels of this hierarchy are:
AC - Accounting
AD - Administration
CO - Corporate
EN - Engineering
FI - Finance
HR - Human Resources
LE - Legal
MF - Manufacturing
MK - Marketing
OP - Operations
RE - Research & Development
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In this diagram, the USCS code "ACPAEM"
contains three pairs of letters, AC (Accounting), PA (Payables), EM (Employee Expenses)
representing a record on the third level of the hierarchy. |
The acronyms (codes) are employed at every level to identify particular
documents so that they can be retrieved. In most situations, just two or three levels are
sufficient. In other situations, more levels may be needed when there are numerous items
that satisfy a particular class.
USCS
Is "Interlingual"
ERS utilizes the structure of USCS to provide a true interlingual mechanism to achieve uniformity when classifying information by subject.
Through the use of synonyms (typically, words similar to other words), a file can be found
although described using slang, jargon, acronyms, abbreviations, company terminology, or
foreign terms. ERS captures the term into a Synonym Directory and will simply "point
to" the classification by file series (documents belonging to the same subject). The
Synonym Directory can be modified and appended as classification needs change. This
enables the system to "learn" as synonyms are added, capturing differences in
individual perception.
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An example would be the words "bill" and
"invoice." They can be used interchangeably and linked to specific
classification codes, ACPAIN (Accounting, Payables, Invoices). |
Through the use of synonyms, it is possible to uniformly classify and
find a file. The result is a multilingual system that can learn and adapt through the
association of user's synonyms and the use of a hierarchical classification structure.
With ERS software using the USCS structure and the synonym directory, the
manual filing of a record can be located and retrieved easily, because it doesn't really
matter where it is physically stored. Example: If one secretary physically files all
records alphabetically, and another files by subject, ERS, using the
USCS
logic, will point to the correct file location for both records.
In other words, USCS ensures that everybody in the
organization classifies documents in one standard way, and ERS points to the physical
location where they are filed.
Adding
Keywords to the Synonyms Directory
The procedure of adding words to the Synonym Directory during the
records management process is designed to bridge individual differences in perception. At
the same time, the system is building a body of key words that can be used during the
document management process. Text searches are measurably improved as an ever growing list
of key words are made available and differentiated by subject.
Synonyms are assigned to each level of the hierarchy. This enables
anyone to use a term that they perceive is related to the subject matter and be directed
to a unique classification.
By arranging generic terms in a classified format, the system provides a
single location for each record series and enables the linking of all relevant document
management and workflow management functions, to legal records retention requirements.
Selective and timely purging of documents is thus made possible, greatly
facilitating the management of information both current and archived.
Grouping
Like Items Together
Classification is simply the act of grouping like items together. Whether consciously
or unconsciously, we apply basic classification techniques constantly in our daily lives.
It is important for documents to be correctly classified, since classifications are
used for:
- Searching - when documents are divided into different classifications, it makes
those documents much easier to find.
- Records Management Policy - is set by classification.
- Security - by deciding which user groups have access to which classifications,
you can allow or prevent access to certain documents.
- Disaster Recovery - is set by classification.
- Replication Policy - is set by classification.
- Version Control Policy - is set by classification.
Who Is Responsible For Classification
Classification is performed when the document is created. This is
done by the individual creating the document because that person is in the best position
to provide its proper classification.
The time it takes to learn proper classifications for the subject areas
involved for the normal user is relatively short (typically a matter of hours). This small
investment in time substantially reduces the time required for searches.
Almost all search engines in use today rely on various mechanical
techniques and sophisticated algorithms to find documents that have been saved by an
author using "on-the-fly" techniques for classifying. The USC system provides a
mechanism for the author/creator of the document to classify the document properly, and in
such a form that anyone searching for the document would find the document easily.
Classification Tables
USCS consists of two main components: The Class table and the
Synonym table. The Class table's structure is similar to a company's Chart of Accounts,
and is organized hierarchically.
Each MAJOR classification has within it a number of levels of
sub-categories: PRIMARY, SECONDARY, etc.
For example, documents pertaining to a company car might be classified
as follows:
This classification hierarchy structure enables all authorized users to
assign the correct, unique class to each and every document in the system. Users can
easily locate classifications by using synonyms.
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