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dtSearch Case Study — Westbrook Technologies

File Magic With dtSearch Helps County Assessor Manage Archival Records

“Rising costs of microfilm equipment and the inability to perform quick and effective searches have been eliminated ... thanks to File Magic and dtSearch.”
Every county assessor's office has faced this challenge: a building owner requests information on what his or her property looked like several years ago, perhaps to settle an estate or provide audit information to the IRS. Maintaining these types of historical records can be a real problem—finding the right files from a wall of filing cabinets, making copies, and trying to keep original documents intact over years of repeated separating, copying and recopying. At the county courthouse in Muscatine, Iowa, Assessor Dale McCrea knew it was time to find a better method to archive records and generate historical reports. With between 15,000 and 20,000 documents being generated each year, the assessor's office was buried by paper.

Municipalities of all sizes are now realizing the advantages that going digital can bring to their operations. "For someone already equipped with basic computer hardware, a stand-alone imaging system can be set up for as little as $5,000-$10,000," says Ed Hanna, a consultant with Lerch & Thorin, Rock Island, Ill., a computer consultant and system integrator who helped Muscatine County set up their File Magic document management system from Westbrook Technologies.

 
In Muscatine County, the assessor's office scans all property records and associated correspondence into File Magic. Documents are indexed so they can be retrieved by name, address or district/parcel number. The recorder's office is using File Magic to maintain permanent records such as deeds, contracts, surveys, and birth and marriage certificates, handling some 10,000 documents a year which had previously been stored on microfilm. A custom program was developed to integrate File Magic with CMS, a UNIX accounting system. The document is entered once into CMS, and a header sheet is output to File Magic for automatic "point-and-shoot" indexing. Point-and-shoot indexing allows the user to press the computer's mouse to highlight an area of text on a document, and "shoot" it to an index field without typing.

All Mucastine County offices are using full text indexing from dtSearch. This allows clerks to search by keyword without the need for manual data entry. "Rising costs of microfilm equipment and the inability to perform quick and effective searches have been eliminated in Muscatine County, thanks to File Magic and dtSearch," said Westbrook Technologies’ Marketing Director Mitchell Hallock.

McCrea expects their technology investment to pay off over time through reduced costs for microfilm, off-site storage and man-hours. "We researched this carefully," he said. "There were systems out there that would have cost more. The key was making an investment into a system that would meet our current needs and will grow with us into the future. Finally, we feel we are not a step and a half behind."

For more information on File Magic and other products of Westbrook Technologies, please call 1-800-WHY-FILE or visit Westbrook Technologies on the Web at www.westbrooktech.com.
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