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Case Study

Document Imaging 101

Document Imaging 101 Course Outline


CompTIA PDI+ Exam Objectives


CompTIA CDIA+ Exam Objectives

Please Contact Us if you have any questions about the certification training programs.



Document Imaging 101 Online & Instructor-Led Training

Vendor-neutral certification to help set you apart from your competition, and give you the real-world skills that you need to succeed. Online, CD, and classroom formats.

We offer two training delivery formats for this course because different people learn in different ways. Some people learn best in an instructor-led classroom format, but simply don't quite "grasp it" when sitting in front of a computer without the instructor interaction. Others nearly fall asleep in a classroom, but thrive with online or self paced learning formats. The choice of formats is yours, simply select the learning format that best fits your learning style.


This course is designed to introduce students to the concepts and terminology of document imaging, prior to intensive CompTIA CDIA+ training.


Course Description


My Tech Guru as partnered with the developer of this comprehensive educational training program on the basics of document imaging. This course was designed to give professionals the necessary skills to get started in the document imaging field and develop an understanding of imaging concepts.


This course is vendor-neutral, allowing students to learn without any hidden sales pressure.


When students have finished this course they will have a solid understanding of document imaging systems: what they are, how they work, why they are needed, and the terminology involved. They will also clearly understand the basics and standards of imaging and can then go on to take advanced training in document imaging technologies. This training is a suggested prerequisite to taking the CompTIA CDIA+ Exam Training course. This Document Imaging 101 course is the most effective way for students to gain the knowledge necessary to advance to higher levels of training.


Prerequisites for the Document Imaging 101 Training Course

  • PC literacy

  • Willingness to learn new technical technology

The majority of our students are people who fall into one of these categories:


  • Sales Representatives

  • Major Account Reps

  • Sales Support Staff

  • Technology Consultants

  • Corporate Buyers

  • Project Managers

  • Anyone looking to enter the DM/DI industry

  • Technical Support Professionals

  • System Administrators

  • Scanner Operators

  • Supervisors

The online training course is presented in text and graphic form only, with some interaction to accommodate our student's different access speeds.

Upon completion, each student will possess the requisite level of knowledge in preparation for working in an EDMS environment.

Document Imaging 101, Instructor-led Class: Part 1

The first eight chapters of this course are delivered online and are the pre-requisite "pre-training" that must be completed prior to attending the instructor-led class.

Chapter 1: Concepts
Chapter 2: Understanding Paper
  • Concepts
  • EDM to DM/DI
  • DM/DI for meeting Compliance Mandates
  • DM/DI as cost containment
  • DM/DI as security enhancement
  • DM/DI as data integrity enhancement
  • Motivation [or WHY is imaging becoming so popular]
  • Competition
  • Advantages of Document Imaging
  • In everything there are disadvantages...
  • Corporate Objectives
  • Executive Management's Perspective
  • EDM versus "The Paper Trail"
  • Chapter Summary
  • Understanding Paper
  • Is Paper productive?
  • Old-Fashioned Filing
  • Paper
  • Paper Sizes
  • Paper Coatings
  • Paper Quality and Thickness
  • Paper Color Concerns
  • Fastening Devices
  • Paper Attributes
  • Chapter Summary
Chapter 3: The Capture Process
Chapter 4: Electronic Images
  • The Capture Process
  • Doc Prep (overview)
  • Doc Prep (detail)
  • Scan (overview)
  • Scan (detail)
  • Index (overview)
  • Index (detail)
  • Quality Assurance (overview)
  • Quality Assurance (detail)
  • Transfer to Storage (overview)
  • Transfer to Storage (detail)
  • Retrievals (overview)
  • Retrievals (detail)
  • Retention Plan (overview)
  • Retention Plan (detail)
  • Chapter Summary
  • Electronic Images
  • What is a digital image?
  • Image Quality
  • Effects of Image Quality
  • Image Enhancement
  • What is Compression?
  • Effects of Compression
  • File Type Group Number Compression Ratio
  • Chapter Summary
Chapter 5: Scanners
Chapter 6: Processing Technology
  • Scanners
  • Looking for a Scanner?
  • Scanner Types
  • Looking for a Scanner?
  • Edge-feed
  • Vacuum advance
  • Getting Connected
  • Graphics Scanner
  • Software Connections
  • Scanner Terms
  • Performance
  • Time For Some Math
  • Scanner Resolution
  • Scanner tracking technique: Imprinting
  • Scanner tracking technique: Endorsing
  • Chapter Summary
  • Processing Technology
  • Make small file sizes, but lose details
  • Make small file sizes, and preserve details
  • Delete Unwanted Data
  • Indexing An Image
  • Forms Processing
  • Host Data Processing
  • Chapter Summary
Chapter 7: Storage
Chapter 8: Communications Network
  • Storage
  • Math Prerequisites
  • Examples of Basic Math
  • Determination of Storage Needs: Step 1
  • Determination of Storage Needs: Step 2
  • Determination of Storage Needs: Step 3
  • Determination of Storage Needs: Step 4
  • General Storage Categories and Terms
  • Specifics on Storage Types
  • Device Specifics
  • Storage Type Example
  • Media Selection Questions
  • Software Specifics
  • "THE MATH" for Determining Storage Needs
  • Chapter Summary
  • Network: Introductory Definitions
  • Network Interface Cards -- NICs
  • Network Operating System (NOS)
  • File Server vs. Client Server
  • Types of Networks
  • Server Network Topologies: Overview
  • Bus Topology
  • Star Topology
  • Ring Topology
  • Peer-to-Peer Networks: Distributed Computing
  • Communications Speeds
  • Protocols
  • Common Protocols (Novell, IBM, Unix & Microsoft)
  • Managing the Network
  • A Network Bridge
  • A Network Router
  • A Gateway
  • Chapter Summary


Please Contact Us for Instructor-Led training schedules.

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Document Imaging 101 Online Training Course


Step-by-step instruction.

Sample quizzes.

Convenient online system picks up where you left off.

Online access for 60 days

Vendor-neutral, allowing students to learn without any sales agenda.


Note - Your Document Imaging 101 course URL, username, and password will normally be emailed to you within one business day. If you place your order late Friday, during a weekend, or on a holiday, you will receive your login credentials the next business day.











Note: HP, Hewlett Packard, LaserJet and images of HP printers shown on this web site are trademarks of the Hewlett Packard Corporation. Lexmark is a trademark of Lexmark International. Xerox and Tektronix are trademarks of the Xerox Corporation. My Tech Guru is the sole author of the content on this site and not affiliated with HP, Lexmark or Xerox. The information contained on this web site is based on the experience of My Tech Guru personnel. It does not replace the manufacturer's service manual or repair guidelines. You should always consult the manufacturer's service manual prior to working on any printer, adhere to all safety precautions detailed by the manufacturer, and follow the manufacturer's guidelines for diagnosing and completing any repair.


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