Physical Content Management Interaction with Oracle UCM

2-8 Oracle Fusion Middleware Setup Guide for Universal Records Management comply with legal or audit requirements for example, because of litigation. Freezing is available for items stored both in and out of the retention schedule. ■ External items are those which are not searched and processed in the same fashion as retained content. External content usually refers to content managed by Physical Content Management or managed by an adapter an add-on product to Oracle URM. ■ Federation, Federated Search, Federated Freeze are functionality used to manage the process of legal discovery. Using Federated Search or Freeze, a legal officer can search content across all repositories to gather information needed for legal proceedings.

2.3 Physical Content Management

While Oracle URM enables organizations to manage the retention and disposition of content, Physical Content Management provides the capability of managing physical content that is not stored in the repository in electronic form. All items, internal and external regardless of their source or format, are managed in a single, consistent, manageable infrastructure using one central application and a single user interface. The same retention schedules are used for both electronic internal and physical external content. PCM tracks the storage locations and retention schedules of the physical content. The functionality provides the following main features: ■ Space management , including definition of warehouse layout, searching for empty space, reserving space, and tracking occupied and available space. ■ Circulation services , including handling reservation requests for items, checking out items, and maintaining a due date for checked-out items. ■ Chargeback services , including invoicing, for the use of storage facilities andor actions performed on physical items. ■ Barcode file processing , including uploading barcode information directly into the system, or processing barcode files manually. ■ Label creation and printing , including labels for users, storage locations, or individual physical items. ■ Retention management , including periodic reviews, freezes and litigation holds, and e-mail notifications for pending events.

2.4 Interaction with Oracle UCM

The following layouts and search templates are supported. Users can change layouts and templates by setting them in their user profile: ■ Supported layouts: – Trays – Top Menus ■ Supported search templates: – Headline View – Thumbnail View – My Headline View Introduction to Records and Retention Management 2-9 The Classic layout or the Classic View search template are not supported. This guide assumes you are using the Trays layout.

2.5 Basic Retention Processes