D
ocumen.
       M
   T'H r"\
    id.
       Syste
      m
&EPA
   United States

   Environmental Protectioi
   Agency
              User Manual

                     Region 3

      U.S. Environmental Protection Agency

                     May 2001

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                       TABLE OF CONTENTS


                              CHAPTERS

1.     Introduction:  WhySDMS?	2

2.     Starting SDMS	3

3.     Changing Your Password	4

4.     Searching for Documents	6

5.     Managing Images	16

6.     Printing Documents and Collections	19
      Printing a Single Image/Document	19
      Printing a Collection of Documents	20

7     Annotations	21
      Creating an Annotation	21
      Viewing and Editing an Annotation	22
      Moving an Annotation Icon	23
      Deleting an Annotation	23

8.     Redaction	24

9.     Collections	25
      Administrative Record Collections	25
      Special Collections	.....27
      FOIA Collections	32

10.    Optical  Character Recognition	37
                             APPENDIXES

Appendix A       SDMS Retrieval Guidelines
Appendix B        Changing Screen Settings
Appendix C       Mouse Alternatives
Appendix D       CERCLA Records Center File Circulation Sheet
Appendix E        SDMS Fact Sheets

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1.    INTRODUCTION:  WHYSDMS?	


The Superfund Document Management System (SDMS) is a powerful tool for
information management and access. SDMS facilitates tracking, storing,
compiling, and accessing Superfund site-specific information. One attractive
feature SDMS offers is the ability for users to access site information from
individual workstations. Instead of making a trip to the records center and
looking through folders of documents, users can see the images of the documents
on their computers; eliminating the trip and the paper!

Another helpful SDMS function is the collection feature. By using the collection
feature, users can group a series of related documents together and name the
group of documents for ease of future retrieval.

Another enhancement involves exporting images from SDMS and placing them
on compact disc read only memory (CD-ROM). The CD-ROM format is
especially helpful in distributing Administrative Records (ARs) and responding
to FOIA requests. CDs are easier for libraries/repositories to store than the
volume of paper that currently comprises an AR.  Distributing information on
CDs is helpful in answering requests under the Freedom of Information Act
(FOIA) and aids in complying with the most recent Electronic FOIA regulations.

The future for SDMS also is bright. In addition to the benefits SDMS provides
now, EPA continues to plan enhancements to the system.  Optical character
recognition (OCR) is one feature that will be available to Region III users in the
near future. OCR allows the user to search on words within the text of a
document, in addition to the information in the index.

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2.    STARTING SDMS
The SDMS application can be launched by double-clicking on the SDMS User
Icon located within the Applications Toolbar on your desktop.
The following window will appear prompting you for your user log-in name and
password.
 HiqhVIEW/SQL for Windows User Logon
     User Name:

      Password:
                        Cancel
Your user log-in and
password must be entered
in ALL CAPS. To move
from the user name field to
the password field, use
either the TAB key or the
mouse; hitting the ENTER
key will enter your user
name without a password,
and the system will indicate
that your password is
invalid.
                                3

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3.    CHANGING YOUR PASSWORD	

When installing the SDMS application on your workstation, the System
Administrator will set up a generic password for you.
                It is a good idea for you to change this password to
                something that only you know and that is easy for
                you to remember.
To change your password, access the main SDMS Menu (see Chapter One).
From the main SDMS pull-down menu, select Change Password.
                     ;- A/range Icons
                       inimize All

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The following screen will appear.
                  PASSWORD MAINTENANCE
     Y *****
                                 Cancel, t>*
±L
Enter your new password. Then enter it again for confirmation.  Please
remember that in order to move from one field to another, you must use the Tab
key or the mouse.
             You must know your old password in order to change it. If
             you have forgotten your password, please contact the CERCLA
             Records Center or the SDMS Administrator.

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4.    SEARCHING FOR DOCUMENTS	

SDMS is a user-friendly system that operates in a Windows environment. The
SDMS Retrieve Form provides you with various fields in which to enter data.
Clicking on Search after filling in these fields will provide you with a "hitlist" of
documents that meet the criteria you entered in the form. The more fields you
fill in, the more refined your hitlist will be, listing only the most relevant
documents.  The key to searching in SDMS is to enter enough information in the
Retrieve Form to weed out extraneous documents while leaving your search
general enough so that other documents in which you have interest also appear
on your hitlist.

The "lookup" feature is another helpful searching tool. If a particular field has
the lookup feature available, the lettering in the Lookup button will be black.
The lookup feature is not an option if the letters appear gray.

Explanations for each of the searching buttons follow.
    Search
Search  After you enter all the desired search criteria, click on the Search key to
initiate the search. The results of the search will be presented in a hitlist from
which you may select the document you wish to view. Double click on the
document of your choice and it will appear in the Image Services Window.
               The first step of the search involves a validation of all search
               criteria entered in the form. If a search criterion is not valid, an
               error message will appear asking you to use the Lookup key to
               select valid search criteria.

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Lookup - When performing a search, SDMS requires that you enter valid search
criteria. If the Lookup key is enabled (you'll know if the lookup function is
available if the letters in the Lookup button are black), you may use it to validate
your entry.  Simply type in the first few letters of the desired criteria and click on
the Lookup key.  The system will produce a hitlist of valid entries for that
particular field. Double click on the entry of your choice, and  the system will
automatically fill in the blank on the retrieve form.

The Lookup key is not enabled when it is "grayed  out;" if this is the case,  there
are no validation requirements for the field.  Please note that you are  able to
narrow down your lookup by entering the first few letters of your search criteria.
 Clear - Clears all fields of search criteria, making the retrieve form ready for a
 new search.
     :Exit
Exit - Closes the Retrieve Form

Region III does not utilize all of the searching fields included in the SDMS Search
Form. For a list of the fields used in Region III and a brief explanation of the
fields' function, please refer to the annotated Search Form on the following page.
More detailed explanations of the search fields follow.
                                    7

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       System Generated ID
       Number


  Indicates to which
  Operable Unit a
  Document Pertains

    Indicates the
    Name of a Site

  Indicates the Dumpj
  Site Number of a
  Site
     Author of a
     Document

  To Whom a
  Document is
  Addressed

Title or Subject
of a Document

Indicates the Section'and Subsection
Where a Document Would be Filed in the
Records Center's Hard Copy File
                              Type of Document (e.g.
                              Report, Letter, etc)
   Indicates the Beginning Date of a
   Document Search (Press TAB
   for the Ending Date)
                                                                  Indicates Confidentiality
                                                                  Status of a Document

                                                                        Indicates to which
                                                                        Phase/Activity of the
                                                                        Superfund Process a
                                                                        Document Pertains
                                                                     Used to specify a type of
                                                                     reference; e.g., PRP name
                                    Types of
                                    Collections
                        Initiates the Search for Your
                        Document
Validates the Data
that You Enter in a
Field
        Tracking Numbers Under
        a Specific Contract
        Number (Primarily for
        Cost Recovery Purposes)

           System Generated
           Collection ID Number

             	
             Allows You to Choose a
             Specific Collection
         Closes the
         Retrieve Form
Clears all of
the Fields
Within the
Search Form
Doc ID #
The system-generated number produced when an index for a document is
created.  The Doc ID # is written in the top right hand corner of each document.
This number is used primarily by records center staff for tracking the location of
the hard copy.

Doc Type
Indicates the type of document for which you are searching (e.g., report, letter,
map, etc.). Click on the Lookup key for a listing of Doc Types.

Beg Date
Indicates the date of the document for which you are searching. You may search
on a range of dates by entering the beginning date, pressing Tab, and then
entering the ending date. If you wish to search on a particular date, rather than a
range of dates, enter the beginning date only.

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 Status
 Field not used in Region III.

 Rel Type
 Field not used in Region III.

 Roll/Frame
 Used for microfilm.  This field is not yet in use in Region III.

 Access Code
 Indicates confidentiality status of a document (e.g., No Restrictions, PFE, CBI,
 etc.). Click on the Lookup key for a listing of Access Codes; double click on the
 code of your choice. Access to documents is determined by one's User ID.  Not
 all users will have access to all documents.  Please note: EPA attorneys are
 responsible for determining each document's access code.

 Operable Units
 Indicates to which operable unit a document pertains.  After entering the site
 name, click on the Lookup key for a listing of operable units for that site and
 double click on the operable unit of your choice.

 Phase/Activity
 Indicates to which phase/activity of the Superfund process the document
 pertains. Click on the Lookup key for a listing of phases/activities and double
 click on the phase/activity of your choice.

 Site
 Indicates the name of a site. Enter the first few letters of the site name, and click
 on the Lookup key, which will produce a list of those sites beginning with the
 letters that you entered. Double click on the site of your choice. *Note: If you
 use the Lookup function and do not enter the first few letters of a site name,
 all of the sites that have been entered into the system will be pulled from the
 database.

 Case #
 Field not used in Region III.

 Doc Location
 Field  not used in Region III.

Text
Used  to conduct full-text searches. This field will be available in Region III in the
near future.

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Reference Type
Used to specify a type of reference.  For example, click on the Lookup key and
select PRP if you are searching for documents pertaining to a particular PRP.

Alt Media
Field not used in Region III.

SSID
Indicates the Dump Site Number of a site. Enter the Dump Site Number for the
site of your choice. Click on the Lookup key to validate your entry.

Reference
Used to reference documents pertaining to a particular organization. For
example, if you are searching for documents pertaining to a PRP, first select PRP
from Reference Type.  Next, enter the first few characters of the PRP name in the
Reference field, click on the Lookup key and select a PRP name from the
generated list.

Contract ID
Indicates the contract under which the document was produced. Click on the
Lookup key for a listing of contracts.

Track Type
Indicates an alternative tracking system.  For example, SDMS tracks Work
Assignments under a specific contract under the WAD tracking type.

Track #
Indicates the more specific tracking numbers under a particular Tracking Type.

WADO#
Field not used in Region III.

Track # Desc
Field not used in Region III.
                                    10

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 Author
 Indicates the author of a document. Enter the first few letters of the author's last
 name and click on the Lookup key for a listing of individuals.
                  If you do not know the specific name of an author, but
                  you know the organization to which the individual
                  belongs, you may enter the organization without the
                  individual's name to narrow your search.
 Addressee
 Indicates to whom a document is addressed. Enter the first few letters of the
 addressee's last name and select the Lookup key for a listing of individuals.
                If you do not know the specific name of an addressee,
                but you know the organization to which the individual
                belongs, you may enter the organization without the
                individual's name to narrow your search.
 Title/Subject
 Indicates the title or subject of a document.

 Comments
 Indicates the section and subsection where a document would be filed in the
 record center's hard copy file. Please refer to the CERCLA File Circulation Sheet
 found in Appendix D. The lookup feature is not an option for the comments
 field.

 Special Collection Feature
 Indicates the type of collection to which your document belongs. You may enter
 the number of the collection if you know it or click on the Collection key to
 generate a list of all of the collections of that type. Scroll through the collections
 and highlight the collection of your choice. Then click on the Selec^Exit key.
 The system automatically will enter your Special Collection selection in the
retrieve form.
                                   11

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SAMPLE SEARCH


To get an idea of what a search entails, follow this series of screen captures and

explanations.


After logging into SDMS, select Retrieve from the pull-down menu.
After selecting Retrieve, the following Retrieve Form will appear.
                                 Sr>MriRi>i:iiiii«HlK
       Jjlc  tdil  ficlricrw £uirnnand £rdcr By
         ]      , Beg Date  I  -  -


IftfliT^T	I toWf-mri/*1 	
 l^/1 -?s    i   t   /       ^^ „ ^^
"• -« «Wjjft.'- xj^^ I   ,   'l /J*^'-'!
                                                               -status
                                                            Ai.<:h!;N Oujdr.
                                                           ffi«fomni:«Typ« — 1    ^
                                    'f-,Track,Ty|» "\   I- Track*f
                                         ./- «4»al—l-^    --L
                  UKt-
                                                    orqanuanon
       5S  x  Aifttwr^^
        Commentsx




       S^ffllA  C-B13C'  C-Aft   OCR - CltC x  CTRfi
        t 
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*Ifa site is in the Site Field when SDMS is opened click on the Clear button to
start a new search.
Enter your search criteria. Keep in mind that while you want to narrow your
search, you should avoid being too specific. Being too specific will prevent you
from viewing other documents which could be related.

Use the Lookup key when entering your search criteria, to ensure that your entry
is valid.  The Lookup feature is available for a particular field if when you click in
the field, the button is written in black letters; if the letters are "grayed out," the
feature cannot be used. The Site field is an example of when the Lookup
function should be utilized.  To use the Lookup feature in this instance, enter in
the first few letters of the site name, and click on Lookup.

If there is more than one match to your criteria, a screen similar to the following
will appear:
NDDQQ-a07729t
ND0935366t31
NDD9S5366632
          CECIL CITV LflNOFILL
          CELfiNESE FI9ERS CO  6CELLE PLflNT
          CELI6 LUST
          CEMETflHY LONE
NDD04195J803  CENTRAL CHENICrtL COMPftNV
NDD033051 WT  CENTRflL CHENICfiL-Hfl&ERSTOWN
          CENTRE COUNTY KEPONE
PflDG86733540  CERRO NETflL PRODUCTS
NDD300221275  CERTflIN TEED NETflLS
          CERTIFIED CONCRETE
Double click on the site in which you are interested. The system will
automatically return to the retrieve form and fill in the site field with the site you
selected.

If there is only one match to your entry, the system will return automatically to
the retrieve form, and the site field will be filled in with the appropriate site
name. If you find that the site name  the system has filled in does not match the
site to which your document pertains, please contact the CERCLA Records
Center.
                                      13

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                                          Bag Date
                           ..... I Rc| Ty|>tt 'I I"""   I
                         mH ~^'     " ' ' -t -- '
                           StBtU*

                       Ai:tin!8>;C»ilH   'I   /
                           KBPC«E
                                                         <: for nnim Typ:"Dotb^- If 'Pg« Ral Docid Public Sub j«cfc
i66i
1777
1 781
1 7*13
1782
17SQ
1783
1T9G
1783
1732
1845
1731
1785
11-03-1993
12-15-1994-
12-21-1994
12-22-1994
12-22-1994
12-27-1994
1 2-Z7-1994
OJ- 24- 1335
03-27-1995
03-29-1995
04-03-1995
04-07-1995
D5-2&-1995
15
2
1
2
7
1
8
1
3
3
1
3
1
V
N
N
V
M
M
M
N
N
N
N
N
N
LETTER OF INTRODUCTION FROM CflL 1
PRELININfiRV COMMENTS ON DRflFT ROD
PRELININftRY ISSUE CENTRE COUNTY ROD
CONCERNS IN RELOTIOH TO THE FORTHCOMING ROD
COMMENTS ON DRftFT ROD
EXTENSION OF OUfiRTER FOR ROD COMPLETION)
COMMENTS ON CEWTRE COUHTV KEPONE ROD
REIJIEU OF DrWf ROD
LEGflL ISSUES OF CONCERN REGflRDING DRflFT ROD
COMMENTS ON DRflFT ROD
DRflFT RESPONSIVENESS SUMMflRY SUPPLEMENT FOR CENTRE COUNTY KEPONE S
COMMENTS ON DRflFT ROD
COMMENTS ON FIWflL ROD
The hitlist includes the Doc ID #, date, the number of pages in the document, "Y"
or "N" depending on whether the document is public, and the title/subject of the
document. Double click on the document in which you are interested. The
image of this document will appear in the Image Services Window.
                                       14

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       * C$8 B*l Doaid  Public Subject
03-27-1995
03-29-1335
  -03-1935
8^-07-1995
05-26-1995

                In this instance, we have searched on "ROD" in the
                title/subject field. To ensure all relevant documents are
                retrieved, it is recommended that you search on "Record of
                Decision" as well.
                                  15

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 5.    MANAGING IMAGES
 After you select a document from the hitlist, the image will appear in the Image
 Services Window. SDMS has several features that allow you to manage the
 image to meet your needs.  Using these features, you will be able to scroll
 through the images, rotate them, and enlarge or shrink the images to allow for
 easy reading. The following descriptions explain each of these helpful features
 in greater detail.

 Buttons Along the Top of the Image Services Window:
Printer - Print one.
Currently, selecting this key WILL NOT print the document. This will be
available for printing in the future.
Stack of Papers - Copy.
This feature is not available for use in Region III.
Large Mountain - Zoom In.
Click on this icon to zoom in on the upper left-hand portion of the image. Once
you have zoomed in on the upper left-hand corner, use the scroll functions to
move around within the document. You may click on this icon more than once,
depending on how closely you would like to zoom in.
Small Mountain - Zoom Out.
Click on this icon to zoom out, in order to get a broader view of the image. You
may click on this icon more than once, depending on how far away you want the
image to appear.
                                   16

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 Clockwise Arrow - Rotate.
 Click on this icon to rotate the image clockwise.
 Counterclockwise Arrow - Rotate.
 Click on this icon to rotate the image counterclockwise.
 Double Arrow - Invert.
 Click on this icon to invert the image.
  f
 Single Arrow - Restore.
 Click on this icon to Return the image to the orientation in which it was
 originally scanned.
Scanner - Set up Scanner.
Click on this icon to allow you to set options for scanning. Users other than
records center staff are not able to utilize this feature.
Post-It   Annotate.
Click on this icon to add comments to a document for other SDMS users to view,
without altering the original image.
Person  Redact.
Click on this icon to redact portions of text that are unreleasable to the public.
                                    17

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Buttons Along the Bottom of the Image Services Window
Prev - Previous document.
Click on this button to view the previous document on the hitlist.
Next - Next document.
Click on this button to view the next document on the hitlist.
Scroll Bar
Click on the arrows or slide the box from left to right to scroll backward and
forward among the pages of a document.
Indicates that you are on page 1 of a 2-page document.
1-Pg
Click on this button to view only one page of a document at a time.
2-Pg
Click on this button to view two pages of a document at a time. In order to
manage an image that is in a two-page display mode, first click on the image to
select it. The title bar of the "active" image will be highlighted.
s| smi-i> ,•
ffipfl*
4-Pg
Click on this button to view four pages of a document at a time. In order to
manage an image that is in a four-page display mode, first click on the image to
select it. The title bar of the "active" image will be highlighted.
                                  18

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6.   PRINTING DOCUMENTS AND COLLECTIONS
            Please remember that one of the objectives of
            SDMS is to reduce the use of paper.
            Therefore, printing documents unless
            absolutely necessary is discouraged.
There are two ways to print documents from SDMS. You can print a single
image and/or document, or you can print out a collection of documents that you
have grouped using the Build Collections Feature. Any documents you wish to
print will be sent to your regular printer.

Printing a Single Image/Document
1. Under the File Menu, select Output or Output
   One. Output will print all of the pages in the
   document. Output One will print only the
   image that is currently displayed in the Image
   Services Window.

2. Select Local. A dialogue box will appear,
   allowing you to adjust the print options. Click
   on OK to save your options.

3. Click on OK to send the print job to the print
   server.

4. Retrieve your document at your selected
   printer.
QUICK REFERENCE GUIDE

To print a single image/document:

> Pull down File Menu

> Select Output or Output One

> Select Local

> Make appropriate changes

> Click on OK

> Click on OK
                               19

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Printing a Collection of Documents
1.  Once you create a document collection (see
   Chapter 9), you can print all of the
   documents within the collection from the
   Retrieve Form.

2.  Select the type of collection you wish to
   view by clicking one of the radio buttons at
   the bottom of the Retrieve Form. Then
   click on Collection.

3.  A new window will appear listing all of
   the collections of the type you specified.
   Double click on the collection of your
   choice and then click on Print.

4.  Another window will appear, listing the
   available printers. Select the printer that
   corresponds with the printer listed on your
   SDMS icon in Program Manager.

5.  After selecting your printer, click on Print.

6.  A dialog box confirming your print job
   will appear. If the information in the box
   is correct, click on OK.
7.  Retrieve your document at your selected printer.
QUICK REFERENCE GUIDE

To print a collection of documents:

> Open Retrieve Screen

> Click on radio button specifying
      collection type

> Click on Collection.

> Double click on collection
  of your choice

> Select appropriate printer

> Click on Print

> Click on OK or Options

> Adjust options as needed

> Click on OK
                                    20

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7.    ANNOTATIONS
The annotation feature allows the user to associate a message or comment with
an image of a document eliminating the need to write on the hard copy, or
attach post-it notes which often become removed or lost.

In SDMS, an annotation icon will appear as an "overlay" on top of the
document. The icon does not alter the original image in any way. When you
double click on the icon, a window will appear revealing the annotation
message.
           There is no way to restrict access to viewing annotations that are
           placed on documents releasable to the public. Use the
           annotation feature with care.
Creating an Annotation
       To create an annotation, first click on the Annotation button.  You can
       find this button at the top of the Image Services Window.
       When the cursor changes into a cross, click on the image exactly where
you would like your annotation to appear. The Create Annotation window then
will appear.
                         Create Annotatioirlmaqe ID 31187!-
                  Caption:
                      Save
Cancel
                                  21

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You then may select which type of icon you
would like to use by double clicking on one
of the icons on the left-hand side of the
window. You may choose from a picture of
a document, post-it note, question mark and
arrows, as seen on page 24.  Next, enter a
caption which will appear below the icon on
top of the image. Then, enter the detailed
text of your annotation in the scroll box, and
select the Save key.
QUICK REFERENCE GUIDE

To Create an Annotation:

> Click on Annotation icon

> Click where you would like the
annotation to appear

> Select icon of your choice

> Enter caption

> Enter text

> Click on Save
Viewing and Editing Annotations
After you create and save an annotation, any
user can double click on the icon to view it.
Other users with annotating privileges can
also edit the annotation from this point by
deleting and/or making changes to the
existing text.
 QUICK REFERENCE GUIDE

 To View & Edit an Annotation:

 > Double click on icon found on
 the document

 > Make changes as needed

 > Click on Save
                                  22

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Moving an Annotation Icon
Any user with annotation privileges is free to
move the annotation icon temporarily or
permanently anywhere within the image.
To move the icon, click on the icon and drag it to
the desired location. When you release the mouse
button, the system will ask you if you would like
to save the new annotation position. If you click
on the Yes button, the new location will be saved,
and everyone who views the annotation in the
future will view it in its new location. If you click
on the No button, the icon will be moved only
temporarily; the next time a user accesses the
document, the icon will appear in its original
location.
QUICK REFERENCE GUIDE

To Move an Annotation:

> Click on icon found on the
document and drag to desired
location

> To save new position
permanently, click on Yes

> To move icon only temporarily,
dick on No
Deleting an Annotation
To delete an annotation, click on it once to
highlight the icon. Next, under the Edit Menu
choose the Delete Annotation command.
 QUICK REFERENCE GUIDE

 To Delete an Annotation:

 > Click on icon to highlight

 > Pull down Edit menu

 > Choose Delete Annotation
               WARNING:  The system does not prompt you
                to confirm the deletion. Be Careful!!
              You cannot delete an annotation by simply removing the text
              from the scroll box. The icon will still appear as an overlay
              unless you follow the deletion procedures outlined in this
              manual.
                                 23

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8.    REDACTION
Another feature SDMS offers is the ability to redact information that may be
deemed "privileged." With hard copy documents, redactions must be
performed by hand. The document must be photocopied, the privileged
information must be blacked out, and the document must be photocopied again
to ensure that the information cannot be read.  In addition to these tedious steps,
the process may need to be repeated if a similar request is received.

       By using SDMS's redaction feature, users with appropriate priveleges
       can redact documents without photocopying, and the process never has
       to be repeated.  SDMS redacts electronically so that some users will be
       able to view the redacted information and some will not. Access to
redacted information is determined by one's user id.  To redact information, click
on the Redaction Icon .  The cursor will change from an arrow to a cross. With
the cross, draw a box around the information you would like to redact. Once
you release the mouse, a window will appear prompting you to select the
Redaction Type.  Click on the arrow for a list of Redaction Types and double
click on the type of your choice. Finally, click on OK.

If you are authorized to view privileged information, the information will
continue to be visible to you, and a box will outline the redacted  material.
However, if you need to show the document to someone who is not authorized,
you can use the Show Labels feature, which will present the document in its
redacted form. To view the redacted version, click on the Redaction menu
located at the top of the Image Services Window, and select Show Labels. To
make the information visible again, pull down the Redaction menu and select
Show Labels again.

To delete a redaction entirely, highlight the redaction box by clicking on it. Click
on the Redaction menu and select Delete.
                                   24

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9.    COLLECTIONS
Sometimes it is useful to search for a group of related documents rather than
individual documents. SDMS allows you to group a series of documents under a
separate title. This feature is called the Collection Feature. There are several
different types of collection categories, they are: FOIA, Discovery,
Administrative Record, Cost Recovery, Special Collection and Federal Records
Center. To better understand SDMS's collection feature, follow the series of
screens below, illustrating retrieval of an AR Collection and building of a Special
Collection and a FOIA collection.

Administrative Record Collections (AR)
Many site file documents also are included in the AR File. The AR Collection
Feature allows records center staff to create an index for the specific document
and then later include that document as a part of the AR Collection.

Searching for an AR Collection
To search for an AR Collection, begin with the regular Retrieve Form.
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                                   25

-------
You will notice several "Radio Buttons" at the bottom of the form. Click on the
button labeled AR. Then, click on the Collection key located all the way to the
right of the screen. The following screen will appear:
                                 AiimiriiNl rn live: Rni:orMln      0|>nr,llnil HMfnti  r?ivic.rIpl lim '
                21      11 -14-L) 9 S CUJTRE CQUHW KEPOUE CEBFXE
                SO      0»-1S-19»6 EASTERN DIVERSIFIED  KDIEHnirS £
                SI      0»-lS-199f EASTEEH DIVERSIFIED
                j^ -4 -c, ^rslgMM M^ttBitri^^ir^^ftm^^iaif^r n-^m^jia'HaKf^a ^ IHJ rt "PUj t*. *p«jtps
Scroll through the list of available AR Collections, and double click on the
collection of your choice. The information describing the selected AR Collection
will appear in the boxes at the top of the Administrative Records Window. Click
on the Seleci/Exit key found at the bottom right of the form.  This action will take
you back to the retrieve form and the system will enter the number of the
selected AR Collection in the Admin. Record # Field.

If you are looking for a particular document within an AR and do not wish to
view the entire collection, you now narrow your search by entering other criteria.
Otherwise, click on the Search key, which will produce a hitlist listing all
documents in the Administrative Record.

A helpful document within the AR Collection is the Administrative Record Index
(AR Index). The AR Index, included in the collection, is an updated version of
the original.  Locate the index by selecting an AR Collection and choosing AR
Index from the Doc Type Lookup List; then click on Search.
                                      26

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Special Collections (SC)
You can use a Special Collection for a more general grouping of documents.  This
feature is especially helpful to users who wish to establish collections of
documents that are frequently referenced as a group. For example, you might
group a draft RI/FS report for the Drake Chemical Site and all of the comments
on this RI/FS report and title it "Drake RI/FS Working File." To build a special
collection like this, follow the instructions below.

Building a Special Collection
To build a special collection, exit to the Superfund Document Management
Window and select Build Collections from the pull-down menu.
The following screen will appear.
                                  27

-------
First, create a title for your collection.  Click on the SC radio button and the
Collection key, then the Special Collections window will appear.
                   £5      01-30-LJ!! £XJ3reL'
-------
Click on New. The system will generate a collection number for you and date
the collection. In the Description field, enter the title of your collection.  Next,
click in the Site field, enter the first few letters of the desired site name, and click
on Lookup. The system either will fill in the field automatically, or provide you
with a hitlist from which you may choose a site by double clicking. Next, click
on Save. The collection is now ready to be filled with documents. Find the
collection you just created in the window by using the scroll bar; once you find
the desired collection, double click on it.  Click on Seled/Exit.

To select the documents that will be a part of your collection, use the Build
Special Collection Form as a Retrieve Form.
As with document retrieval, enter the search criteria to search for your
documents.  The Build Special Collections Form differs from the Retrieve Form
in that it allows you to select a Doc ID range, giving you space to enter the
beginning and ending dates of the documents in a desired date range.
                                    29

-------
After clicking the Search key, a hitlist will appear in the upper box.
                                     Public  Title/Subject
    ISIS
    1690
    1771
    16.3*
    1028
DL-n1-0001 1
01-01-0001 10
01-01-0881 37
01-01-0001 85
05-02-1*77 1
08-1S-1J77 2
&3-LS-137S 7
PKDHRS CatUnUTS 6W 3VS
OCMKEHTS OS UNEDENTIPISBIB
HDT31TED KESJCUSE 1U CCOJMBNT^ OK DEMT
      IVK BPJS-S ccuajBirn; oir THE rnaii KET
COKHEKTS 9M CL£iU)-UE FlWf FRSFPSED BY MEASE
CDOOfOITi OM NEXSE FRDFOSM TO TEEXT UHPEHOI
NBB3E UOUICAL UDMPRSY  DBR CQtXIdirS COJ SCJ
    DoelD      Doc Dflte  * FOB xsl Dacid   Eoblic  Title/Si>bi*ct
Highlight the documents you wish to include in the collection.
                  To highlight more than one document at a timefihold
                  down the Control key while clicking the mouse.
After highlighting the documents to be included in the collection, click on the
Save to Collection kev.
                                          30

-------
The highlighted documents now will move to the lower box, indicating that they
now are part of the Special Collection.
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DotID Doc Eita 41 pga KflL BftCLd Public Tltla/SutJact jj|-'<,j% r
~J \
1S30 D 1-0 1-0001 10 a CCMUEOIS Oil UMnHBTEIB'iaBIB DOCUIEHF , 1 "
1771 01-01-0001 37 » UDTSLTED EESJOKSE TO COmBHTfc OH BEHT PEAS II *"$-
1028 05-02-1*77 1 IT CCMHEOTS OM CTiEIUI-yE PlSIf PEWPOEED BY MEMZJ" ,
1019 0« -15 -1*77 2 IT CtnOffiMTS OM MEASE PROBOKM TO TREAT UOTEHJl'"* ^ ^
'1003 03-15-1*78 7 IT HBSSC CSOUKaL OOQBBHY DBR CPtUEWTS OH SCI b f "
200£ 01-05-1*82 2 nr CCMHEHTS OK lUEIiEC HDTZCE ; ^..
571 01-0.5-1481 ± u ooi cctncurs en THE PUEIIC HDTiii PEKUET nm _•" :': ;
^ ^. fr "^~ fa&*S •*Ca ** rT ^i -r 'Ha ^1 ^ ""^jT^a f- ^V~ ^ ^ i, ^^jj^^ [ u| ^a^l ( l'™'

'^-^^TI"' X~ s'j^J r 'jj} *"!:
SpsolDlOsilsirtton* |no ""* f"
".^wl^iawJwfi-J "*" vSw^t^i^' r^riteeMJI^J te,JU
Oollaotlon List ~ ^"11 Co||*cl|on Qfl 2 l"*^ -^"J,
DocID Doc Date * FOB Kel Docid Public Title/Sub: *ct ' ' '
142S 01-01-0001 1 r PDDERS CCUJEBTE; ow SVE EDEUHCS sLk '
IS^S D 1-0 1-0001 SS Y SUPPORT P6R ESA'S COHMBHTKi OH THE FOUL KEPOR'H * *
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f Sow 1 >ttr&hite& • | , tat 1

Retrieving a Special Collection
To retrieve a Special Collection, follow the same process for retrieving an AR
Collection. Click on the Special Collection Radio Button at the bottom of the
Retrieve Form and click on Collection. Select the Special Collection in which
you are interested from the list provided by double clicking. After the Special
Collection Information is complete in the boxes at the top of the Special
Collections window, click on Select/Exit. The number of your Special Collection
will now be visible in the SC Collection # field in the lower right-hand corner of
the Retrieve Form. You now may either click on Search or enter additional
search criteria to further narrow your search.
                                    31

-------
Foia Collections (FOIA)
FOIA Collections allow users to group documents to answer a FOIA request.
This feature allows the user to group documents which answer a request for
information from the public. For example, if XYZ Corp is requesting the RI/FS,
the ROD and correspondence implicating XYZ Corp as a Potentially Responsible
Party from the Leaching Liquid Landfill site file, these documents can be
grouped together in a FOIA collection.  This collection allows the public to view
the information they requested easily in SDMS and allows EPA to legally
respond to the request. To build a FOIA collection, follow the instructions
below.

Building a FOIA Collection
To build a FOIA collection, exit to the Superfund Document Management
Window, click on forms in the pull-down menu and select Build Collections.
The following screen will appear:
                                   32

-------
First, create a title for the FOIA collection by clicking on the FOIA radio button
and the Collection key.

Click on the New key on the right-hand side of the FOIA window. The system
will generate a collection number for you and date the collection.  In the RIN#
field, enter the RIN corresponding to the FOIA request.  In the Description field,
enter the title of your collection. Next, click in the Site field, enter the first few
letters of the desired site name, and click on Lookup.  The system will either fill
in the field automatically, or provide you with a hitlist from which you may
choose a site by double clicking. Then click on Save. Now, the collection is
ready to be filled with documents. Find the collection you just created by using
the scroll bar. Once you find the desired collection, double click on it so it
appears in the bottom window.  Click on Selecl/Exit.

To select the documents that will be  a part of your collection, use the Build
Special Collection Form as a Retrieve Form.
                                    33

-------
         ; Build Special CoSecltoirc
               pfJywM
               ^-^-^r i- liunu t. [ :-^:- S^^JS^F^-'-^^^^F--^^^^^^
As with document retrieval, enter the criteria to search for your documents. For
example, if you -wanted to respond to the previously mentioned request for XYZ
Corp, you would need to perform multiple searches to find the RI/FS, the ROD
and all XYZ Corp-related correspondence for the Leaching Liquid Landfill site.

After entering your search criteria in the Build Special Collections window, click
on the Search key. A hitlist will appear in the upper box. This list includes all
documents that fit your selected search criteria.  The bottom box displays
documents you have already saved to your collection.

Highlight the documents you wish to include in the collection.

After highlighting the documents to be included in the collection, click on the
Save to Collection key.
                                     34

-------
                                 •V.5
                                      Public  Title/Sublet
               5081
               3080
                      3-03-1986 2
CONFIRMATION OF MEETING TO DISCUSS CLEAN-UP
AGREEMENTS WITH PRIVATE PARTIES TO PERFORM SITE|
REQUEST FOR ADDITIONAL INFORMATION NECESSARY ttt
TELEPHONE CONVERSATION RECORD
TELEPHONE CONVERSATION RECORD
TELEPHONE CONVERSATION RECORD
EITE HISTORY

3209
3371
6049
6064
6066
-
-
-

0
0
0
0
0



CHEMCLENE CORP MONITORING WELL RESULT! jl
iCHEDULE FOR IMPLEMENTATION RFI WORKPLAH CHEMCIJI
NEWSPAPER ARTICLE - THEIR PART OF THE VALLEY ISfj
PHOTOS OF BARRELS
MALVERN TCE SITE STATUS *~
HAP OP VHITELAND TOWNSHIP Hji

                         To highlight more than one document at a time, hold
                         down the Control key while clicking the mouse.
The highlighted documents will now move to the lower box, indicating that they
are part of the FOIA Collection. You can exit this window to the Build Special
Collections window to perform multiple searches to find the various documents
to add to your collection.
                                         35

-------
Retrieving a FOIA Collection
To retrieve a FOIA Collection, follow the same process for retrieving an AR
Collection. Click on the FOIA Collection Radio Button at the bottom of the
Retrieve Form and click on Collection. Select the FOIA Collection in which you
are interested from the list provided by double clicking.  After the FOIA
Collection Information is complete in the boxes at the top of the FOIA
Collections window, click on Selecl/Exit. The number of your FOIA Collection
will now be visible in the FOIA Collection # field in the lower right-hand corner
of the Retrieve Form. You now may either click on Search or enter additional
search criteria to further narrow your search within the group of documents for
the collection.
                                    36

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10.   OPTICAL CHARACTER RECOGNITION


Optical Character Recognition (OCR) is another valuable feature of SDMS. OCR
provides you with the ability to search for documents by using key words from
within the text of the document, rather than being limited to the information
entered into the index. This type of searching conducted on actual words from
within the document text is called "full-text searching."

Currently, Region III has the equipment needed to OCR the scanned images.
Region III conducted a pilot test with Kofax Ascent Capture to provide OCR
capabilities on SDMS images. The software did not interface with the current
SDMS system; Therefore, OCR is still unavailable. Full-text searching is being
evaluated for future versions of SDMS.

Please feel free to contact the CERCLA Records Center if you have any questions
regarding OCR or full-text searching.
                                  37

-------
APPENDIX A:  RETRIEVAL GUIDELINES
The following guidelines will facilitate your document searches.

Date field:
If you cannot find the desired document within the date range you indicated,
check to see if the document is undated. All undated documents are indexed
with the date format 01/01/0001 and can be retrieved accordingly.

Similarly, if only the month and year appear on the document, it is indexed as
the first day of the month, (e.g., July 1997 is indexed as 07/01/1997), and can be
retrieved accordingly.

Author and Addressee fields:
Occasionally the same organization appears on several different documents
written in several different formats. In order to facilitate your document
searches, the records center developed specific standards by which organization
names are indexed. This enables you to do one, rather than several, searches by
author and/or addressee.

When retrieving documents by author or addressee, follow these guidelines:

•  Use no punctuation (e.g., BOOZ ALLEN & HAMILTON, rather than
   BOOZ-ALLEN & HAMILTON, and MORGAN LEWIS & BOCKIUS, rather
   than MORGAN, LEWIS & BOCKIUS).
•  Use "&" in place of "and" (e.g., BOOZ ALLEN & HAMILTON, rather than
   BOOZ ALLEN AND HAMILTON).
•  Insert spaces between the letters of an abbreviation (e.g., AT&T, rather than
   AT&T, except for US, EPA, and PADER/PADEP, which are entered without
   spaces).
•  Abbreviate state names when they are used in the names of state agencies
   (e.g., DE DEPT OF NATURAL RESOURCES & ENVIRONMENTAL
   CONTROL, rather than DELAWARE DEPT OF NATURAL RESOURCES &
   ENVIRONMENTAL CONTROL).
•  Use the following abbreviations (and these abbreviations only):
      CO for company
      CORP for corporation
      INC for incorporated
      DEPT for department.
                                  38

-------
Reference field:
When searching for PRP-related documents, follow guidelines above under
Author and Addressee fields. For example, if you are looking for documents
related to A T & T as a PRP first, select PRP as your Reference Type. Next, enter
A T & T in the Reference Field and click on Lookup.

Title/Subject field:
The records center staff also developed standard guidelines by which to index
certain documents that are common to many sites.  Entering the exact
title/subjects listed below in the retrieve form will facilitate your searches for
these documents.

      104(E) LETTER
      104(E) RESPONSE
      FOLLOW-UP 104(E) LETTER
      104(E) REQUEST FOR ADDITIONAL INFORMATION
      SUPPLEMENT TO 104(E) RESPONSE
      REQUEST FOR EXTENSION OF 104(E) RESPONSE DATE
      CONFIRMATION OF EXTENSION OF 104(E) RESPONSE DATE
      GENERAL NOTICE LETTER
      SPECIAL NOTICE LETTER
      RESPONSE TO ... NOTICE LETTER
      COMMENTS ON...
      REPORT OF TELEPHONE CONVERSATION.  . .
      NEWSPAPER ARTICLE: . . .
      FOIA REQUEST
      RESPONSE TO FOIA REQUEST
      RECORD OF DECISION

You can find a report by searching on its title as it appears on the title page. All
documents can be located by searching on key words in the title/subject field.

Comments field:
If you would like to look for one or several document(s) based on where they
would traditionally be filed in the CERCLA Records Center's file structure, you
may enter the subsection (e.g., 1 A) in the comments field. This will limit your
search to only those documents in that subsection.
                                 39

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APPENDIX B:  CHANGING SCREEN SETTINGS

The settings at which you currently have your computer set for viewing
Windows may not be the best setting for using SDMS. Users often find that the
SDMS windows appear too large on their computer screens, and consequently
do not allow them to view all of the information that they need (especially on
hitlists). Follow these steps for changing the settings on your screen to those that
best fit the SDMS application:

1.     From the Start menu, scroll to Settings and select Control Panel.

2.     From Control Panel, double click on the Display icon

3.     From Display Properties, click on the Settings tab.

4.     Under the Settings tab, adjust the display area so that both the screen and
      the desktop areas are set at 1024 x 768.

5.     Restart Windows.

6.     When you have finished using SDMS, you may change your computer
      back to its original setting by following the above steps and selecting your
      original setting in Step 5.
                  You might find it helpful to write down your standard
                  settings before you change them, so that you are able to
                  change the monitor back when you finish using SDMS.
                                  40

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APPENDIX C:  MOUSE ALTERNATIVES
Many functions achieved by "clicking" with the mouse also can be performed
using the keyboard.

When filling in the Retrieve form, you can move from field to field with the "up"
and "down" arrow keys or with the Tab key.

Any function accomplished by clicking on a button that has one letter in its name
underlined can also be accomplished by holding down  while keying that
letter (e.g., to "Search," press  and S; to "Lookup," press  and L; to
"Clear," press  and C; and to "Exit," press  and X).

Once you have generated a hitlist, you can move the cursor up and down the list
by using the "up" and "down" arrows. To select a document, press the Enter
key.
                                 41

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APPENDIX D: CERCLA RECORDS CENTER FILE
CIRCULATION SHEET
                   42

-------
                                            CERCLA File Update
  Site Name: 	
  Site Type:  PA/SI

  EPA File User:
                                 REMOVAL
                    NPL
                                                                           State or DSN:
                                                                  EXT:
                                                Date:
Site Identification (Blue)
la |   | Background
Ib I   I Notification
Ic |   | PA/SI Reports
Id |   | HRS Reports
le I   I Correspondence
       Subsection	
                                PFE
                                PFE

                                PFE
If  I  I Disposition/NPL Rank
Ig  I  I Base Closure Reports
Ih  |  | FOSTs/FOSLs
li  I  I Institutional Controls/
       Deed Restrictions
Remedial Enforcement
Planning (red)
2a  d] PRP Search Reports     PFE/CBI
2b  I  I PRP Search General Corr PFE/CBI
2c  I  I Correspondence by PRP
2d  I  I PRP Generated Reports
2e  I  I Orders-Negotiations
2f  I  I Draft Order            PFE/CBI
2g  I  I Signed Order
2h  CZ1 Compliance Monitoring
Remedial Response
Planning (red)
       Operable Unit_
3a HI] Work Plan
3b I   I RI/FS Reports
Emergency Removal (orange)
6a |   |  Technical Documents
6b |   |  Operational Documents
6c|   |  Financial Documents
6d|   |  OSC Report
6e |   |  Photo Documentation

Removal Enforcement
Response (orange)
7aFl  PRP Search Reports
7b]   |  PRP Search Gen Corr
7c |   |  Correspondence by PRP
7d |   |  PRP Generated Reports
7e |   |  Orders-Negotiations
7f|   I  Draft Order
7g|   |  Signed Order
7h|—|  Work Plan
7i |   |  Feasibility Study
7j |   |  Compliance Monitoring
7k|   |  Correspondence
         Community Involvement (yellow)
         lOa |   | Community Relations Plan
         lOb |   | Fact Sheets
PFE/CBI lOc |   | Meeting Summaries
         lOd |   | Newspaper Articles
         lOf ||FOIA
                                                                                                                   CBI
                                                                      PFE
                                                                      PFE
                                                                      PFE

                                                                      CBI

                                                                      CBI
                                CBI
Imagery (goldenrod)
8a |   |  Imagery
8b |   |  Oversized Documents

Congressional
Correspondence (silver)
9 I   I  Congressional Correspondence
3c I   I Health Risk/Endangerment
3d     Correspondence
         Cost Documents
         11       Restricted Access

         Legal Actions (brown)
         12a d] PRN/Referral/Case Development
         12b I   I Correspondence
         12c I   I Complaint
         12d I   I Pleadings/Meetings/Court Decisions
         12e d] Discovery Request/U.S.
         12f CZ] Discovery Request/Defendant
         12g I   I Technical Evidence
         12h CD PRP Evidence
         12i  I   I Witnesses
         12j  I   I Depositions
         12k I   I Legal Research/Notes
         121  I   I Settlements
         12m I   I Administrative Record Index
         I2n I   I Third-Party Complaints
         12o [~n Pretrial Memorandum-US & Dfndt

         Project Officer Files
         13       Restricted Officer Files
                                                                                                                  PFE
                                                                                                               PFE/CBI
                                                                                                                  PFE
   I   I Subsection
3e d] Work Assignments
3f I   I ROD/ESD/EDD
3g |   | State-Superfund Contracts

Remedial Enforcement
Implementation (red)
4a d] Neg/Stlmnts/De Min
4b HZ] Draft Consent Decree
4c CH Final Consent Decree
4d Cm Draft Unilateral Order
4e |   | Final Unilateral Order

Remedial Implementation (red)
       Operable Unit_
                            PFE/CBI
                                CBI
                                PFE
                                PFE

                                PFE
                                          Comments/Special Filing Instructions;
     Discard duplicates
                           Return Duplicates CH
5a IZH Remedial Design
5b I   I Remedial Action
5c Cm Deletion
       Operation & Maintenance
      I Correspondence
5d
5e
       Subsection	
5f I   I Work Assignments
5g |   | Five Year Review
                            PFE/CBI
                                         Date Updated:	
                                         Folders Updated:
                                  Initials:

-------
APPENDIX E: SDMS FACT SHEETS
                    43

-------
      DMS FACT SHEET
      UPERFUND DOCUMENT MANAGEMENT SYSTEM
EPA
REGION III
                                                      MARCH  1996
      HOW IMAGING WORKS

Electronic Imaging is a technique for storing,
retrieving, transmitting, processing, and
managing documents. During the imaging
process, a document changes form twice.
A document begins in the ANALOG*, or
human-readable, form.  Once the document is
scanned, it is transferred into ASCII form
(American Standard Code for Information
Integration). ASCII is a binary digital-coded
representation of information. The ASCII
codes are applied to the image when it is BIT-
MAPPED.  During this process the document
is divided into thousands of tiny squares.
Black squares are assigned a "1" and white
squares are assigned a "0." The digital infor-
mation is then stored temporarily in the
CACHE memory on the R3SCRIPS server.
At the end of each day, an IMAGE MOVE is
performed where images are removed from
cache and burned onto an OPTICAL DISK,
called a platter. Platters are kept in a jukebox
on the 8th floor, where they can be accessed
by file users from any SDMS workstation.
Terms in bold are defined on the next page

            IMAGING

            TEAM MEMBERS

  Project Manager: Anna Butch
  Pilot Team:
          Joan Armstrong
          Frank Klanchar
          Pam Lazos
                               IMAGING PROCESS FLOW CHART
                                            ANALOG
                                           DOCUMENT
                                             ASCII
                                       BIT-MAPPED IMAGE
                                            JUKEBOX
                                                  WORKSTATION

-------
 FREQUENTLY ASKED QUESTIONS

What are the advantages to SDMS?
SDMS has many advantages. It reduces the
need to store volumes of paper on site.  It
provides document integrity and security by
preventing loss, misfiling, destruction by fire
or other hazards. In addition, SDMS will
provide streamlined information access and
reporting by multiple users.

Can documents be altered once they are
scanned?
No. SDMS uses WORM (Write Once Read
Many) optical disks — so information that has
been "written" on a platter can not be
changed.

Will everyone be able to view the entire site
file?
No. The SDMS system administrator creates
user id files according to a user's access rights.
Hence, a user will not be able to access those
documents which he / she  is not authorized to
view.

What happens to the documents once they
have been imaged?
An inventory of documents is taken as they
are placed into boxes. The documents are
then transferred to the Federal Records  Center
(FRC) where they can be retrieved within
three to five  days if necessary.
            IMAGING
            STATISTICS
  Sites Imaged:
Centre County Kepone
• 97 Folders
• 10 Linear Feet
• 20,662 Images
  40,000 Images = I Platter

  50 platters are kept in our jukebox
                                  ...
                                NEXT SITES TO BE
                                       IMAGED

                                       Malvern TCE
                                       Foote Mineral
                                     Halby Chemical
                                    IMAGING TERMS
ANALOG - Form of text, readable by humans.

ASCII - American Standard Code for Information
Integration; a binary digital-coded representation
of information.

BIT-MAP - Binary digital representation of
information for electronic imaging systems on
optical disks and facsimile systems.

CACHE - Temporary storage location for images.
Cache is found on the R3SCRIPS server.

HIGHVIEW  Imaging software which SDMS
uses.

IMAGE MOVE  Transfer of images from tempo-
rary storage in cache (R3SCRIPS) to permanent
storage on platters in the jukebox.

OPTICAL DISK - Medium that will accept and
retain information in the form of marks in a re-
cording layer that can be  read with an optical
beam. SDMS uses WORM disks which stands for
Write Once Read Many.

ORACLE - Databases that store information for
SDMS.

SQL Retrieves, edits and deletes data for SDMS.

VISUAL BASIC Programming language for
SDMS.

-------
s
DMS FACT SHEET
UPERFUND DOCUMENT MANAGEMENT SYSTEM
% EPA
            ni                        NOVEMBER 1996
       EQUIPMENT
FY 96 PURCHASES
HighView/SQL for Windows (For 7-18 Users)
High View FOIA Redaction Software Module
LaserView for Windows
High View Text and OCR Index Software
High View Printer and Fax Server Software
Calera TrueScan OCR Card
Hi-Res Cornerstone 20/70 (20") Color Monitor
Optical Storage for NetWare 2.0 - 350GB
5 1/4" optical platters
Panasonic 5 1/4" Jukebox with 2 Drives
50 940-MB Platters
B&H 32 ppm/64 spm Duplex Scanner
HP 17 ppm Print Subsystem (network printer)

FY 97 PURCHASES
Panasonic 5 1/4" Jukebox
B&H 32 ppm/64 spm Duplex Scanner
2 HP 17 ppm Print Subsytems
45 Pentium PCs w/ 20" Monitors
High View Licenses (24 Users)
Oracle Server and Software
Additional Drives for SCRIPS Server
 SDMS DEMONSTRATIONS
 Overviews of SDMS have been provided
 to users who were interested in learning
 more about the system. To date, 26 EPA
 staff members have participated in the
 demonstrations.
                                                    IMAGING
                                                    STATISTICS
                                    Centre County Kepone
                                    • 10 Linear Feet
                                    • 1,706 Records
                                    • 20,662 Images

                                    Malvern TCE
                                    • 6 Linear Feet
                                    • 570 Records
                                     6,270 Images

                                    Foote Mineral
                                     4 Linear Feet
                                     460 Records
                                     5,060 Images

                                    Eastern Diversified
                                     19 Linear Feet
                                     2,893 Records
                                    • 31,823 Images
                                     6 AR Special Collections
Berks Landfill
(Redactions)
• 25 Records
 275 Images

TESVII
(Contract Files)
 46 Linear Feet
• 6,425 Records
• 25,700 Images

TES VIII
(Contract Files)
• 31 Linear Feet
• 6,025 Records
 24,100 Images
                                                      REGION III
                                                      SDMS
                                                      CONTACT
                                       Anna M. Butch
                                       Superfund Records Manager
                                       Administrative Records Coordinator
                                       841 Chestnut Building
                                       Philadelphia, PA 19107
                                       (215) 566-3157
                                       BUTCH.ANNA@EPAMAIL.EPA.GOV

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 s

DMS FACT SHEET
UPERFUND DOCUMENT MANAGEMENT SYSTEM
   EPA
        REGION III
                                             AUGUST 1997
 REGION III SDMS PROGRESS

Region Ill's CERCLA Records Center continues to
support client access to Superfund records with
added focus on SDMS implementation. Currently,
SDMS contains 23 NPL site files, and work per-
formed information frqm 9 contracts. These files
consist of 56,793 documents totaling over 700,000
images. Since January 1,1997, Region III scans an
average of 78,687 images per month. So far, the
images fill 27 optical platters. Backup platters are
sent to EPA's off-site storage facility.

Region III continues to look at many options to
further streamline the imaging process. Several
enhancements have been made to the system,
including the ability to create collections to track
hard-copy documents that are transferred to FRC.
In addition, Region III, with the help of Enterprise
Technology Services Division at RTF, sought out a
well-defined method for incorporating images
from other  systems into SDMS.

User installations and training sessions are ongo-
ing with 33 users trained and using SDMS. RPMs,
attorneys, and civil investigators are being trained
as their sites are indexed and scanned. A user
manual detailing the specifics of the system also is
well underway.
                                              IMAGING
                                              STATISTICS
                                   SITE FILES
                                   • 23 sites scanned
                                   • Totals 366 linear feet

                                   ADMINISTRATIVE RECORDS
                                   • 60 ARs scanned
                                   • Totals 65 linear feet

                                   WORK PERFORMED
                                   DOCUMENTATION
                                   • 9 contracts scanned
                                   • Totals 86 linear feet
            REGION III SDMS CONTACTS
                                     Steve Pandza
                                     Cost Recovery SDMS Contact
                                     Office of the Comptroller
                                     (215)566-5178
                                     pandza.steven@epamail.epa.gov
   EPA Region III, 841 Chestnut Building, Philadelphia, PA  19107
           Anna Butch
           Primary SDMS Contact
           Superfund Records Manager
           (215)566-3157
           butch.anna@epamail.epa.gov

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       FREQUENTLY ASKED
	QUESTIONS	

What are the advantages of SDMS?
SDMS has many advantages. It reduces the need
to store a large volume of paper on site.  It pro-
vides document integrity and security by prevent-
ing loss, misfiling, and destruction by fire or other
hazards. In addition, SDMS allows streamlined
information access and reporting by multiple
users. For example:  when compiling an oversight
bill for PRPs, it is necessary to produce work-
performed documentation. Using SDMS, the
information is easily accessed and printed instead
of photocopying hundreds of documents.
Can documents be altered once they are
scanned?
No. SDMS uses WORM (Write Once Read Many)
optical disks — so information that has been
"written" on a platter cannot be changed.
Will everyone be able to view all of the images
in SDMS?
No. The SDMS system administrator creates User
ID files according to a user's access rights. Hence,
a user will not be able to access those documents
which he/she is not authorized to view. For ex-
ample: a FOIA requestor would not be able to
access CBI information.
What are the selection criteria for including
documents, in SDMS?
Region III selects documents using a "need-based"
system.  For example, priority is given to contracts
containing the documents that cost recovery staff
access frequently. Similarly, all active NPL sites
are indexed and scanned first.  This prioritization
allows for faster and more efficient document
retrieval for files that are referenced on a regular
basis.
What happens to the documents once they have
been imaged?
An inventory of documents is taken as they are
placed into boxes. The documents then are trans-
ferred to the FRC where they can be retrieved
within three to five days.
                 SDMS
       DEMONSTRATIONS

  Good news travels fast! This summer, four
  separate agencies contacted Region III
  requesting information regarding SDMS.
  Delaware's Department of Natural Re-
  sources & Environmental Control (DNREC),
  Virginia Department of Environmental
  Quality (VADEQ), and the National Security
  Agency all traveled to Region III for SDMS
  demonstrations. The groups got a first-hand
  look at Region Ill's imaging process and the
  many features of SDMS, both of which will
  prove helpful as they set out to make deci-
  sions about their own imaging needs. Re-
  gion III also is working with the Department
  of Justice to discuss image compatibility for
  documentation to support litigation.
       Coming Soon...
Region III anxiously awaits the following
additions to their SDMS program:

       Release of a new SDMS
       User Manual

       Installation of a second jukebox
       Full Implementation of Optical
       Character Recognition (OCR)

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         DMS FACT SHEET
         UPERFUND DOCUMENT MANAGEMENT SYSTEM
           EPA
           REGION III
        FEBRUARY 1998
  THE  LATEST IN SDMS

  EPA continues to make great progress in the
  SDMS world. First, Region Ill's SDMS staff
  compiled a user manual for the system. The
  SDMS User Manual includes useful information
  about searching for and managing images from
  your desktop. If you are an SDMS user and
  have not received a copy of the user manual,
  please contact the CERCLA Records Center.
  Next, system developers will release the latest
  version of SDMS (SDMS 3.0) the first week in
  February.  SDMS 3.0 is the result of many
  helpful  comments from users nationwide.  This
  new software incorporates over 40 enhance-
  ments, including:
The ability to export images from
SDMS and place them on CD-ROM

Remembering the last site for which
you retrieved images, saving you
valuable time in entering search criteria.
   ft
  User feedback is essential in making SDMS
  work for you. If you have ideas or suggestions
  for SDMS, please contact the CERCLA Records
  Center at extention 3024.
      IS SDMS  MEASURING UP?
Wondering about
SDMS progress? The
SDMS thermometer is a
great tool for keeping
tabs on the project. The
thermometer is located
to the left of the
CERCLA Records
Center window. As
each site is prepared for
inclusion in SDMS, it is
placed on the thermom-
eter. The thermometer
includes the names of
civil investigators,
remedial project
managers, and regional
counsel assigned to
each site, any of whom
may be a good resource
for additional SDMS
information. Once
records center staff
index, scan and perform
a quality assurance
review of the imaged
site file, the images are
fully accessible to the SDMS user.  You can see that
your site is completed by watching for the increase on
the thermometer. Check it out!
	IS IT POSSIBLE TO PUT SDMS IMAGES ON CD-ROM?	
SDMS is improving all the time.  One of the most exciting enhancements SDMS has to offer is the ability to
export images from SDMS to CD-ROM. We anticipate this feature being extremely helpful to Region III
especially in the area of Administrative Records (ARs).
Currently, libraries or information repositories are required to make room for many volumes of paper to store
ARs for the public to view. On occasion, pages from the AR become damaged or are removed during their
frequent use. Placing ARs on CD-ROM alleviates both of these problems. First, CDs require significantly
less space to store. In addition, because CDs make ARs available in read-only format, the integrity of the
ARs always is ensured.
Exporting images from SDMS to CD-ROM requires some new equipment, most significantly a CD-ROM
burner. The process is fairly simple.  Records Center staff will  build a collection of documents in SDMS
using one of the many collection features. Then, the images within a particular collection are burned onto the
CD. This last step actually happens overnight,  so that the export process does not monopolize a workstation
during the records center's hours of operation.
We anticipate images being available on CD-ROM shortly after the records center moves to EPA's new
location. If you have any questions about the image export process, or if you would like a CD made for a
particular collection of documents, please contact Anna Butch at extension 3157.

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      WHAT DOES THE SDMS LAN ARCHITECTURE LOOK LIKE?
                                                       Did you know that
                                                       SDMS connects to four
                                                       different servers? The
                                                       diagram to the left details
                                                       the LAN Architecture for
                                                       SDMS in Region III. As
                                                       a result of the multiple
                                                       server connections,
                                                       SDMS may be affected
                                                       when any one of these
                                                       servers goes down. If
                                                       you encounter any
                                                       problems logging in or
                                                       working within SDMS,
                                                       please feel free to contact
                                                       the CERCLA Records
                                                       Center at \3024 for an
                                                       update on the situation.
                    TO SDMS
Ever wonder what it takes to image a site file?
The SDMS imaging process is broken down into
three steps: indexing and scanning the ARs;
indexing and scanning the site files; and per-
forming quality assurance/quality control (QA/
QC) reviews of the indexes. The timeline to the
right illustrates the entire imaging process for an
imaginary site called the Leaching Liquid
Landfill.  We've plotted our events on the
timeline assuming that the Leaching Liquid
Landfill site has an Administrative Record
consisting of seven binders and a site file made
up of 75 folders. Read through the road signs in
descending order and you'll get a better idea of
what it takes to incorporate a site into SDMS.
 IMAGING
            STATISTICS

SITE FILES
•  28 sites scanned
•  Totals 494  linear feet
ADMINISTRATIVE RECORDS
•  67 ARs scanned
•  Totals 83 linear feet
2/24/98 - 2/27/98
QA/QC of Indexes

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       SDMSFACTSHEET
       UPERFUND DOCUMENT MANAGEMENT SYSTEM
EPA
REGION III
                                                NOVEMBER 1998
    CURRENT IMAGINGPROGRESS
The Superfund Document Managment System
Project (SDMS) continues to make considerable
progresssince the project started in 1996. A
technique for storing, retrieving, transmitting,
processing, and managing documents, SDMS
currentlycontains20 Region III site files, 73
Administrative Record Files, and cost recovery
work performed information from ten contracts.
       What Documents are in SDMS?

       * 20 NPL Site Files
       * 73 Administrative Record Files
       * 10 Cost Recovery Contract Files
Each and every document contained in these files
has been indexed and scanned by SDMS staff.
After this process has been completed, the index,
or description, of each document is stored on an
Oracle database server. The imagefilesare
temporarily stored on another server after being
scanned, and then copied with special graphics
software onto optical platters housed in a platter
jukebox.
The SDMS software appl ication matches each
index with its correspond ing images when the
SDMS user retrieves a document. The user enters
descriptive information about the document they
                are looking for and SDMS
                looks for a match i n the
                Oracle database. Once they
                locate the particulardocu-
                ment and choose to view its
                image, a robotic arm locates
                the platter in thejukebox
which contains the appropriate images, and then
places it in a platter drive to be "played"tothe
user.
                                                 Cost Recovery
                                      sJ Contract Files in SDMS
                                 1) TES VII - COM Federal Programs Corp
                                 2) TES VIII - Dynamac Corp
                                 3) ERCS - OHM The Environmental Services Co
                                 4) ESS - Booz-Allen & Hamilton Inc
                                 5) ESAT - Lockheed Environmental Systems &
                                          Technology
                                 6) ARCS - NUS Corp
                                 7) ARCS - Ecology & Environment Inc
                                 8) ARCS - CH2M Hill Inc
                                 9) ARCS - Black & Veach Waste Science &
                                          Technology Corp
                                 10) ARCS - Tetra Tech Inc
                                  NPL Sites in SDMS

                                      1) Arrowhead
                                      2) AIW Frank
                                      3) Avco Lycoming
                                      4) Bally Ground Water
                                      5) Bute Landfill
                                      6) Bell Landfill
                                      7) Centre County Kepone
                                      8) Dupont Newport
                                      9) Dover Gas Light
                                      10) Eastern Diversified Metals
                                      11) Foote Mineral
                                      12) MalvemTCE
                                      13) MW Manufacturing
                                      14) North Perm -Area 1
                                      15) North Perm-Area 2
                                      16) North Perm-Area 7
                                      17) North Perm-Area 12
                                      18) Shriver's Corner
                                      19) Resin Disposal
                                      20) Revere Chemical

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                              NEW IMAGING TOOLS
 Because the Region 111 Jukebox is almost full, EPA
 has purchased a much largerjukebox to take its
 place. Thecurrentjukeboxcanhold110optical
 platters and has two separate drives. The new
jukebox will soon be installed, and can hold 238
 platters with even more memory per platter.
 Thenewjukeboxalso has 12 drives-- ten more
 than the current machine. This means that
 there wi II be more room to store images. Most
 importantly, there will be faster access to images,
 since many more platters can be accessed at
 once.
                        Jukebox #1:
                  - Purchased in 1995
                  - Holds 100 platters and up
                    to 1.35 million images

                        Jukebox #2:
                  - J^urchased in 1996
                  - Holds 120 platters and up
                    to 1.62 million images

                        Jukebox #3:
                  - I^irchased in 1998
                  - Holds 240 platters and up
                    to 5.76 million images
Along with the additional space for storing
images, the project is being stepped up with a
new scanner which will help by processing large
                 reports much more quickly
                 than in the past. The new
                 machine scans documents
                 at twice the speed of our
                 older scanners.
                 The most welcome addition
                 to the new equipment is a
                 CD-ROM burner and
                 software, making is possible
to export images from
SDMS and place them on
CD. These CDs can be run
on any personal computer
with CD-ROM capability,
and users of the CDs can
search and view docu-
ments much I ike they can
in the on-l ine version of SDMS. These CDs wi II
be a great help in answering FOIA requests and
in issuing Administrative Records (ARs) to
information repositories.
             SDMS FOCUS
In light of this new ability to focus on public
requests, the SDMS imaging team has turned their
indexing and scanning focus from site f i les to
Administrative Records. Although the team plans
to conti nue updati ng site f i les currently i n the
system, the SDMS staff intend to push forward
and scan all current ARs. There are many advan-
tages to having the AR in CD-ROM format. One
advantage is that many documents requested by
the publ ic can be found within the AR. With the
AR on a CD, the publ ic user is able to perform an
easy electronic search to find what they need.
Another benefit is that a CD takes up signifi-
cantly less space than several binders of informa-
tion. After all the current ARs have been indexed
and scanned,the focuswill return to the remain-
ing NPLsitefiles stored in the CERCLARecords
Center.
                  Do You Have
                    Questions
                  About SDMS?
  Need Help:
    - Retrieving documents?
    - Viewing images?
    - Having SDMS installed on your desktop?
    - Printing documents?
         Please contact:
 The CERCLA Records Center at
        extension 3024
              or
   The SDMS Project Manager,
  Anna Butch, at extension 3157.

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  s
DMS FACT SHEET#6
UPERFUND DOCUMENT MANAGEMENT SYSTEM
                                          FEBRUARY 1999
          REGION m
    CURRENT IMAGINGPROGRESS
The Superfund Document Management System
Project (SDMS) continues to make considerable
progress since the project started in 1996. A
system for storing, retrieving, transmitting,
processing, and managing documents, SDMS
currently contains 24 Region III site files, 85
Administrative Record Files, and cost recovery
work performed information from ten contracts.
   Did You Know...
             contains over
       130,000 documents
       including....
   * 24 NPL Site Files
   * 85 Administrative Record Files
   * 10 Cost Recovery Contract Files
      •There are nearly 1.75 million
       images in SDMS

       Region HI has about 85 SDMS
       users
Recently, the SDMS imaging team has turned
their indexing and scanning focus from site files
to Administrative Records. Although the team
plans to continue updating site files currently in
the system, they intend to push forward and scan
all current ARs, and expects the task to be com-
plete in June of 1999. There are many advan-
tages to having the AR in CD-ROM format. One
advantage isthata publicuser isableto perform
easy electronic searches to find what they need.
Another benefit is that CDs take up significantly
less space than several binders of information.
After a 11 the ARs have been imaged, the focus wi 11
return to the remaining NPLsite files stored inthe
CERCLA Records Center.
                                                       Cost Recovery
                                                  Contract Files in SDMS
                                     1) TES VH - CDM Federal Programs Corp.
                                     2) TES VIII - Dynamac Corp.
                                     3) ERCS - OHM The Environmental Services Co.
                                     4) ESS  Booz-Allen & Hamilton Inc.
                                     5) ESAT - Lockheed Environmental Systems &
                                               Technology
                                     6) ARCS - NUS Corp.
                                     7) ARCS - Ecology & Environment Inc.
                                     8) ARCS - CH2M Hill Inc.
                                     9) ARCS - Black & Veach Waste Science &
                                               Technology Corp.
                                     10) ARCS - Tetra Tech Inc.

                                     NPL Site Files in SDMS
                                          1) Arrowhead
                                          2) AIW Frank
                                          3) Avco Lycoming
                                          4) Bally Ground Water
                                          5) Bush Valley Landfill
                                          6) Butz Landfill
                                          7) Bell Landfill
                                          8) Centre County Kepone
                                          9) Dupont Newport
                                          10)  Dover Gas Light
                                          11)  Eastern Diversified Metals
                                          12)  Foote Mineral
                                          13)  Malvern TCE
                                          14)   MW Manufacturing
                                          15)  North Perm - Area 1
                                          16)  North Perm Area 2
                                          17)  North Perm - Area 6
                                          18)  North Perm - Area 7
                                          19)  North Perm - Area 12
                                          20)   Resin Disposal
                                          21)   Revere  Chemical
                                          22)   Saegartown Industrial Area
                                          23)   Shrivers Corner
                                          24)  Woodlawn Landfill

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                  SUPERFUND DOCUMENT
                    MANAGEMENT  SYSTEM
             Fact Sheet #7
                    March 1999
What's New with SDMS?
                   Iecently, the
                    SDMS imaging
                team has turned their
                indexing and scanning
                focus to Administra-
                tive Records (ARs).
                We have imaged more
                than half of all current
ARs at this point, and plan to finish in June of
1999. We are also in the process of imaging
the Central Chemical site file, for which we
imported index information from an already
existing database to greatly reduce our imaging
time. Central Chemical will soon be ready for
use through SDMS. O
Where is SDMS Heading in the
Near Future?

                    We are working to
                    greatly expand the
                use of SDMS as a tool for
                providing information to the
                public. TheCERCLA
                Records Center now has
                the capabilities to bum
                images onto CD-ROM
                media. In addition to
exporting images from SDMS and placing them on
a CD, we are investigating the possibility of placing
SDMS images on the internet. After all the ARs are
imaged (June '99), we will return our focus to site
files. We are in the process of developing a strategy
for prioritizing site files for this next piece of the
SDMS project. O
                     Questions and Answers
         How many sites are currently
         accessible through SDMS?
      In Region III there are 30 NPL Site Files
      ready for use in SDMS.	
         So, how many documents are
          in SDMS right now?
      In Region III, SDMS contains over
      130,000 documents.
    How many Administrative
    Records are in SDMS?
There are currently 171 ARs ready for
use in Region III.
    And how many images do those
    130,000 documents contain?
Region III has scanned 1.75 million
images into SDMS.	
          What about contract files?
          There are work performed
      documents from 12 Region III Cost
      Recovery Contract Files in SDMS.
          But how many people actually
          use SDMS?
       Region III has approximately 80
       SDMS users.

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                    SUPERFUND DOCUMENT
                       MANAGEMENT  SYSTEM
    EPA
 Region
Fact Sheet #8
July 1999
In July, SDMS Version 4.1  Was Installed In Region 3

   SDMS now offers new features including: bookmarks, reference field changes,
   tracking number field additions, and new search criteria.
Bookmarks:  What are they?    Wild Card Search:
   Bookmarks are used to mark a specific page within a
   document. This will enable the user to locate that
same page at a later date. The
bookmark icon is located on the
RETRIEVE screen, but the icon
is disabled until a document
image is available on the screen.
To Bookmark a Page:
•   Keep the image window open
•   Click on the RETRIEVE
   screen
•   This will enable the bookmark icon for later use
General Search Criteria:

What Has Changed?

   The search criteria to locate a specific document is
   more flexible in the new version of SDMS. You no
longer have to use an exact word found in the title or
subject of a document to search for it successfully.

For example, to locate a Record of Decision, enter ROD
in the TITLE/SUBJECT field. The Record of Decision will
appear in the hitlist.  Some other documents will also
appear in this hitlist,  including those with the following
words in the title or subject: pRODuct, pRODuce,
eRODe. When the word Record is entered in the TITLE/
SUBJECT field, the hitlist will include the RECORD of
Decision, as well as the Administrative RECORD, and
other documents which have "record" in the title or
subject.
                        Use the TRACKING field to
                        search for documents related
                     to specific work assignments. To search in this way,
                     enter the digits, which represent the work assignment
                     number, followed by the % sign. For example, when
                     searching for all work assignments starting with 123,
                     enter 123%.  Next, click on the SEARCH button. The
                     hit list will return all documents related to work assign-
                     ments starting with the numbers 123.


                     Changes to the  Reference

                     Field in the Retrieve Screen:

                         When searching for a document related to a specific
                         PRP, the REFERENCE field is used. Simply
                     choose a specific site in the SITE NAME field, on the
                     RETRIEVE screen. The REFERENCE field will search
                     for the PRPs related to that specific site only.
                                    If you have any
                                    questions or would like
                                   a training, please call
                                   Anna Butch @ extension
                                   3157.

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                     SUPERFUND DOCUMENT
                        MANAGEMENT SYSTEM
     EPA
 Region III
Fact Sheet #9
October 1999
Public Access: In Region III, SDMS has greatly enhanced the agency's ability to

deliver information to interested parties in a variety of media.
CD-ROMs:

rxegion III has completed burning select Administrative
Records for Virginia& Maryland onto CD-ROM. Dela-
ware and West Virginia Administrative Records will be
completed before the start of the
new Millenium. Having the Adminis-
trative Records on CD-ROM will
provide more room at Site Reposito-
ries and State locations where
Administrative Record binders
currently are kept for public  access.
These CDs are bundled with a user
friendly search engine to make
document retrieval fast and easy at in-house computers.
     Turn of the Century Progress
         2,351,419 Images in SDMS
         156,350 Documents in SDMS
         374 Admin Records in SDMS
             107 SDMS Users
           366 CD-ROMs Burned
Freedom of Information Act:

E-FOIA: To comply better with the E-FOIA Amend-
ments of 1996, we currently are burning FOIA requests
onto CD-ROM. Region III has responded to 12 FOIA
requests with CDs.  If a requester has access to a
computer and CD-ROM drive, they have the option of
ordering the FOIA information to be sent to them on CD.
This allows for them to view both Administrative Records
as well as releasable site file information in the comfort of
their home or office.
                      Alternative FOIA Response

                      Options:

                      For concerned citizens without access to a computer
                      with CD-ROM capabilities, FOIA staff can create SDMS
                      collections from specific requests. The requester then
                      can visit Region III headquarters and view the information
                      on SDMS. Since May 14,
                      1999,9 visitors have come
                      to Region III to view FOIA
                      responses.
                      Multi-Media

                      Offerings:

                      Prior to Summer of 1999,
                      active Administrative Records generally were
                      available in either hard copy binders or microfilm
                      format. Now, Administrative Records are in SDMS
                      and have also been burned onto CD-ROM.
                      Administrative Record updates are included
                      immediately in SDMS. The ability to meet these
                      demands have been supported by the addition of 6
                      Fujitsu scanners and 2 CD-ROM replicators.
                                North Perm Area 6 - OU1
                             Administrative Record is now acces-
                                sible via the EPA Website
                              http://www.epa.gov/reg3hwmd/
                              super/nopenn6/arrel041.htm

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                                 SUPERFUND RECORDS
                                                MANAGEMENT
     EPA
 Region III
Fact Sheet
#10
April 2000
                  NATIONAL RECORDS &
    INFORMATION MANAGEMENT WEEK:
                           April 3  - April 7
CERCLA RECORDS CENTER
The CERCLA Records Center, located in the
EPA building, houses approximately 4,500 linear
feet of records, including Superfund PA/SI,
Removal, & NPL site files,
Cost Recovery files,
Contracts, Oil site files,
Removal Enforcement site
files, and Brownfields site
files.

SDMS TRAININGS
Refresher training and advanced training courses for
SDMS now are being offered twice a month! The
refresher course reviews various searches to enhance
familiarity with the system, while the advanced course
builds on current system searches and introduces
additional features of SDMS, such as bookmarking and
building collections.	^^^
                     CD-ROM PROJECT
                     Region III has completed burning select Administrative
                     Records for Virginia, Maryland, Delaware, West
                     Virginia, and Pennsylvania. Over 386 CD collections
                     have been generated to complete the project! CDs
                     have been sent to each of the states and copies are
                     maintained in the
                     CERCLA Records Center.
                     In response to the E-FOIA
                     Amendments of 1996,
                     FOIA requests can now be
                     burned to CD-ROM as
                     well, allowing for faster
                     response and the ability to
                     view documents from remote PCs.
                             DID YOU KNOW?
        Approximately 3,250 boxes of Superfund
        documents are housed at the Federal
        Records Center.
                           Currently there are 31 entire NPL sites in
                           SDMS.
 An average of 200 site file
 updates and 175 client window
 transactions are performed each month.
                      All the Administrative Records now are
                      on SDMS. The Administrative Record
                      indexes also can be found on the
                      internet and on the LAN.
         The largest site in the CERCLA
         Records Center is Palmerton Zinc Pile,
         with 775 folders (approximately 135
         linear feet). It will be put into SDMS
         starting this summer.
                            Close to 3 million images comprising
                            over 160,000 documents are in SDMS.

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                    SUPERFUND  DOCUMENT
                       MANAGEMENT SYSTEM
    EPA
 Region
 Fact Sheet
I #11
July 2000
Large Updates

Progress:
Beginning in 1998, the
CERCLA Records Center
undertook the task of
integrating large site file
updates. The project
started with over ,1,500
updates right after the
EPA's move to 1650 Arch
Street and there are only 322 updates remaining!
The largest update completed to date has been
Palmerton Zinc, which consisted of 90 boxes.

High  Priority Sites in  SDMS:
October 1999 marked the start of imaging the
54 selected high priority sites into SDMS. As of
June, ten of the 40 completed sites in SDMS
ready for client use, are from these selected
priority sites. As the project continues, there
are six sites in various stages of the  process.
The largest site from the high priority list,
Palmerton Zinc, has already been completed.
The site file material consisted of 94  boxes!
                       Administrative Records:
                       All Administrative Records are now in SDMS. In
                       addition, in March 2000, all the remedial Adminis-
                       trative Record collections have been burned to
                       CD-ROM and copies were sent to all the states.
                       Starting in April, any Administrative Record collec-
                       tions which have been burned to CD-ROM and
                       since updated will be reburned on a quarterly
                       basis.

                       Trainings for

                       SDMS:
                       In an effort to familiarize
                       users with SDMS, refresher
                       and advanced trainings were
                       offered twice a month, and
                       28 individuals participated in
                       the trainings that ran from
                       March to June. Additional trainings are planned in
                       the future including one scheduled for September
                       21st. They will again include the refresher course,
                       which reviews the fundamentals of SDMS, and an
                       advanced course, which expands on SDMS
                       basics. Please sign up with Anna Butch if you are
                       interested @ ext. 3157
                            Did You Know ?
                 1) As of July 2000, Region 3 has more than 3.5 million images in SDMS.

                 2) The CERCLA Records Center assists with an average of 260 client transactions each
                 month.

                 3) In February 2000, indexing and scanning operations were moved off-site and have
                 been running at four times the production rate of a year ago.

                 4) Currently there are 124 users in SDMS.

                 5) In 1998 the SDMS team had 3 scanners, and since then has increased its production
                 team to include 7 scanners as of June 2000. Each scanner processes approximately
                 3,000 images a day!

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                    SUPERFUND  DOCUMENT
                      MANAGEMENT SYSTEM
     EPA
  Region III
Fact Sheet #12
April 2001
    NATIONAL RECORDS & INFORMATION
         MANAGEMENT WEEK: April  2 - 6
 New DTS
 A new version of the Document Tracking System
 (DTS) is now up and running!  Designed using
 Lotus approach, a Windows-based format, the
 improved DTS is more user friendly.  Instead of
 using function keys, staff can now use the mouse
 to point and click their way to site file information.
 CERCLA Records Center personnel also can
 generate new reports for clients such as historical
 site file information. An orientation session to the
 new DTS will be held on April 5 at 10am.
CD-ROM Project
It has been an exciting time for the CD-ROM
project as court orders mandating electronic
                     documents have
                     been issued in
                     several recent EPA
                     cases. A special
                     collection of cost
                     recovery informa-
                     tion was burned in
                     preparation for
                     Dover Gas Light
                     litigation, however
                     the case was
                     eventually settled
out of court. Also, there is a standing request to
burn a special collection of material in support of
Breslube Penn de minimis settlements and nego-
tiations. In addition to these recent requests, an
astonishing 541 CD-ROM collections have been
burned as of February 2001!
                    CERCLA Records Center

                    Update
                    The CERCLA Records Center continues to update
                    existing site file information and provide assistance
                    to an average of
                    180 clients each
                    month. Integrat-
                    ing 1500 boxes
                    of large site file
                    updates has
                    been a priority
                    since EPA's
                    move to 1650
                    Arch Street. At
                    present, only 72
                    of those original
                    boxes remain,
                    with an estimted completion date in late Spring.
                    EPA Intranet
                    Just a quick reminder that the EPA intranet
                    provides many valuable resources. AR indexes
                    for Region 3 can be accessed at http://
                    www.epa.gov/reg3hwmd. CERCLA Records
                    Center information and procedures can be found
                    at http://intranet.epa.gov/r3inhwmd. This site
                    contains a quick reference guide for submitting
                    updates, a copy of the file structure, an NPL
                    priority site list for SDMS, and a Records Center
                    User Manual.

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Administrative Records

Update
All Remedial Administrative Records and most
Removal ARs have
been burned onto CD-
ROM! Also in the works
is the possibility of
getting all AR docu-
ments onto the internet.
Currently, the North
Penn Area 6 Administra-
tive Record can be
viewed through Region 3's HSCD web site.  Ide-
ally, all ARs soon will be available on-line.


SDMS: Where are we now,

and where are  we going?
The 54 High Priority sites with enforcement action
                     will be completed in
                     September 2001. Added
                     to the 30 sites that were
                     already in SDMS at the
                     start of the project, there
                     will be 84 entire sites in
                     the system!  Currently
                     there are 77 sites and
                     723 ARs in SDMS.
Next Generation SDMS
The Next Generation of SDMS currently is in the
works. A
workgroup with
representatives
from EPA Re-
gions 3, 5, 6, 9 &
10 met in San
Francisco re-
cently to begin
defining specific
requirements for Next Generation SDMS.  Some of
the most promising ideas include a web enabled
interface which would allow users to access
SDMS through the internet. Another hot topic is
the ability to conduct full text searches across
sites! Although the new system  may be a few
years away, the workgroup is off to a great start.
Future work with

SDMS
Recently, meetings have been held with
representatives from ORC and the Civil
Investigators, Federal Facilities, and Site
Assessment groups. These data gathering
meetings will help determine recommenda-
tions for future SDMS projects.
                                Did You Know?

                     Records  Management  Fun Facts:


         Approximately 4,600 linear feet of site file material is housed in the CERCLA Records
         Center.

         Each month the records center staff complete an average of 90 regular updates, 30 large
         updates, 30 oil updates, 16 cost recovery updates, and track 33 104(e) letters and responses.

         In the past year, records center staff have provided assistance to 3,395 clients.

         There are approximately 324,000 documents currently in SDMS, which is more than double
         the number of documents in the system this time last year.

         Almost 5.9 million images have been scanned into SDMS. The Palmerton Zinc Pile site file
         contains the most images, with over 361,000.

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