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The Official CIP The Official CIP Are you the next Certified Information Professional? This study guide contains the body of knowledge necessary for information professionals to be successful in the Intelligent Information Management era. © AIIM – 2019 www.aiim.org/certification Page 1 The Official CIP Welcome to the Foundations of Intelligent Information Management The Official CIP 2019, AIIM Page 2 © AIIM – 2019 www.aiim.org/certification The Official CIP Table of Contents CIP 2019 Update Participants ....................................................................................................................8 CIP 2019 Exam Blueprint and Outline .......................................................................................................9 Creating and Capturing Information .......................................................................................................14 Introduction .................................................................................................................................................14 Selecting the Appropriate File Format for Business Applications ...............................................................14 Common Business File Formats ..................................................................................................................14 Selecting the Right File Format ...................................................................................................................16 Proprietary File Formats ..............................................................................................................................16 Test Your Knowledge ...................................................................................................................................17 Introduction to Capture ............................................................................................................................19 Identifying Process Entry Points for Information .........................................................................................19 Determining the Best Points of Capture for Different Kinds of Information .................................................20 Introduction to Document Management .....................................................................................................22 Systems of Record ......................................................................................................................................23 Test Your Knowledge ...................................................................................................................................24 The Capture Process .................................................................................................................................27 Requirements for Multichannel Capture ......................................................................................................29 The Digitization Strategy for Paper-based Information ................................................................................30 Information Management Repositories .......................................................................................................31 Test Your Knowledge ...................................................................................................................................35 Virtual Teams and Information Management .........................................................................................38 Collaboration Across Organizational Boundaries ........................................................................................38 Test Your Knowledge ...................................................................................................................................40 Collaboration and Information Management .........................................................................................42 Legacy Collaboration Issues ........................................................................................................................42 Document-centric Collaboration .................................................................................................................43 Collaboration and Governance ....................................................................................................................45 Test Your Knowledge ...................................................................................................................................47 Introduction to Knowledge Management ...............................................................................................49 Knowledge Management ............................................................................................................................49 Knowledge Management and Expertise Location .......................................................................................50 Test Your Knowledge ...................................................................................................................................52 © AIIM – 2019 www.aiim.org/certification Page 3 The Official CIP The Migration Plan ....................................................................................................................................54 Migration Issues ..........................................................................................................................................56 Test Your Knowledge ...................................................................................................................................59 Extracting Intelligence from Information ................................................................................................61 Introduction .................................................................................................................................................61 The Metadata Strategy ................................................................................................................................61 The Benefits of Metadata ............................................................................................................................61 The Metadata Strategy ................................................................................................................................63 Test Your Knowledge ...................................................................................................................................65 Capturing and Managing Metadata ........................................................................................................67 How to Capture and Apply Metadata ..........................................................................................................67 The Challenges of Sharing Metadata Across Systems ................................................................................69 How to Improve Metadata Quality ...............................................................................................................71 Test Your Knowledge ...................................................................................................................................72 Classification Schemes .............................................................................................................................74 Findability ....................................................................................................................................................74 Classification Approaches ...........................................................................................................................77 Stakeholders for a Classification Scheme ...................................................................................................80 Test Your Knowledge ...................................................................................................................................81 Extracting Intelligence from Information ................................................................................................83 Extracting Information from Structured Applications ..................................................................................83 Extracting Intelligence from Scanned Images .............................................................................................85 Automating Information Extraction ..............................................................................................................86 Test Your Knowledge ...................................................................................................................................87 Analytics and Artificial Intelligence .........................................................................................................89 Use Cases for Analytics and Artificial Intelligence .......................................................................................89 Issues Associated with Analytics and Artificial Intelligence .........................................................................94 Test Your Knowledge ...................................................................................................................................96 Enterprise Search ......................................................................................................................................98 Test Your Knowledge .................................................................................................................................100