Configuring Physical Content Management 8-3
Configuring Default Metadata Values: Offsite and Reservations on page 8-12 for
details.
■
Create barcode labels for content, storage and users . Default values are provided
for users but barcode labels can also be designed. See the Oracle Fusion Middleware Administrators Guide for Universal Records Management for details about creating
and editing labels.
■
Define your storage space environment . After defining location, object, and
media types, assign relationships in the storage space to those types. See Chapter 9,
Setting Up PCM Storage Space for details about this process.
■
Create disposition rules for physical content if required. This is similar to
creating rules for non-physical content. That process is discussed in Chapter 10,
Setting Up a Retention Schedule ,
Chapter 14, Defining Disposition Instructions ,
and Chapter 15, Setting Up Freezes
.
8.2 Configuring Chargeback Processing
Chargebacks are fees charged to people or businesses for the use of storage facilities or actions performed on physical items in the storage facilities. The Physical Content
Management functionality can be used to generate invoices for the storage, use, reservation, and destruction of the managed content. These invoices can then be sent
to the internal or external customers in accordance with the applicable business procedures.
Depending on rights and roles assigned, users or administrators can set up chargebacks and customers. See the Oracle Fusion Middleware Users Guide for Universal
Records Management for details about configuring chargebacks and customers.
8.3 Configuring Location Types
Location types are used in the definition of the storage space holding the physical content. They represent the hierarchy of storage units where items can be stored. The
Physical Content Management functionality uses the location types and their defined hierarchy to keep track of the locations of the managed external physical content.
Reordering location types does not affect any existing storage locations.
8.3.1 Predefined Location Types
The out-of-the-box Physical Content Management functionality comes with the following six predefined location types in hierarchical order, with their standard
icons for the default Trays layout:
Permissions: The PCM.Admin.Manager right is required to set up
location types. This right is assigned by default to the PCM Administrator role.
Predefined Location Types Icon large
Allows Storage of Content Default
Warehouse No
8-4 Oracle Fusion Middleware Setup Guide for Universal Records Management
These are the default settings, which can be modified. Storage of content applies to a particular level only, not to any lower levels. For example, in the default hierarchy
shelves have several positions, each of which can hold content items, but no content items can be directly assigned to the shelf level only to the positions on a shelf. The
location type Shelf cannot store content, whereas the type Position can.
These predefined location types are hierarchical: a warehouse consists of one or more rooms, a room consists of one or more rows, a row consists of one or more bays, and so
on.
8.3.2 Location Type Icons
Each defined location type can be assigned an icon used to indicate the location type of storage locations. The icons are located in weblayout resourceslayoutsLayout_
NameSkin_NamePcm_Icons, and come in three varieties:
■
Name_lg.gif: This is the large variety of the icon 32x32 pixels, used in the thumbnail view of the exploring pages.
■
Name_sm_closed.gif: This is the small variety of the icon 16x16 pixels used to indicate the location types of storage locations in the storage space tree view. This
appears in the Trays layout when the child tree below the storage location is collapsed or when there are no child storage locations.
■
Name_sm_open.gif: This is the small variety of the icon 16x16 pixels used to indicate the location types of storage locations in the storage space hierarchy when
the child tree below the storage location is opened.
The open and closed icons for the predefined location types are identical, but they do not need to be.
8.3.2.1 Adding Customized Icons
Customized icon files can be added to the image selection list for location types by copying three gif files with the above naming pattern for each icon to the appropriate
Pcm_Icons directories. For example, you could create icon files called Storage_archive_ lg.gif 32x32 pixels, Storage_archive_sm_open.gif 16x16 pixels, and Storage_archive_
sm_closed.gif 16x16 pixels, and copy these to the previously mentioned directory to make them available in the default Trays layout.
Room No
Row No
Bay No
Shelf No
Position Yes
Predefined Location Types Icon large
Allows Storage of Content Default
Configuring Physical Content Management 8-5
If icons were created in a previous version of this software they are not automatically transferred during an upgrade. They must be copied after upgrading.]
8.3.3 Creating or Editing a Location Type
Use this procedure to create a new location type to be used in the definition of the storage space environment. The following information is a general navigational
procedure. To view a specific example of creating a custom metadata field, see Example: Creating a Location Type
on page 8-6
1. Click Physical then Configure from the Top menu. Click Types then Location
Types .
The Configure Location Types Page
is displayed.
2. Click Add.
The Create or Edit Location Type Page
is displayed.
3. Specify the properties of the location type and click OK.
The new location type is now added to the bottom of the list on the Configure
Location Types Page . If required, use the up and down arrows to move the new
location type to its new position in the location type hierarchy.
To modify a location type, select the type to edit in the list and click Edit from the Action
menu. Modify the properties as required and click OK when finished.
8.3.4 Viewing Location Type Information
