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2013 Esri International User Conference 
July 8–12, 2013 | San Diego, California 
Esri UC2013 . 
Document Management and 
GIS working together for Land 
Records 
Renato Salvaleon 
Land Department, Georgia Power Company
SCOPE OF PRESENTATION 
Esri UC2013 . 
• Intro 
• Records and GIS 
• Tools of the Trade - Old and New 
• Lessons Learned 
• Next Steps 
Document Management and GIS working together for Land Records
Introduction 
Renato Salvaleon GISP, CSM – GIS Senior Info Analyst 
Esri UC2013 . 
• 14 years of in the areas of military intelligence 
and operations, transmission, IT, and currently 
Land 
• BS degree from the Philippine Military Academy 
• MSIS and GIS Certificate from Kennesaw State 
University 
• Pursuing a Certificate in Land Surveying 
Document Management and GIS working together for Land Records
Georgia Power 
Largest operating company of Southern Company 
• 2M residential, 300K commercial, 8K plus 
industrial serving 2,375,304 as of 2012 
• Total Georgia Power kW capacity of close 
18M kW from more than 40 plants with the 
following generation sources: coal (39%), 
nuclear (27%), oil and gas (33%), hydro 
(1%) 
• More details on the Facts and Figure page 
of georgiapower.com 
Esri UC2013 .
Land Department Organization 
Esri UC2013 . 
Document Management and GIS working together for Land Records 
Land 
Land 
Management 
Land Sales 
Land 
Acquisition 
Land 
Engineering 
Revenue generation varies from $19M to $100M dollars per 
year coming from Land sales and donations; quit claims; fiber 
optic agreements; easements; lake lots; forestry, water 
withdrawals, and park income.
Land Department 
Acquire, protect and manage company 
real property assets 
Esri UC2013 . 
Document Management and GIS working together for Land Records 
• 17 generation sites 
• 60,000 reservoir acres and 
1,400 shoreline miles 
• A total of 76,750 acres of land 
- 21,750 leased to the Georgia DNR 
for public recreation and hunting 
- 18,000 plus total lake residents 
with lease lots, access, and 
easements
Land Projects 
Generation, Transmission, Distribution, Corporate Services 
• New construction (plants, 
transmission line, substation) 
• Rebuild and Reconductor 
• Substation and Plant expansions 
• DOT Relocations 
• Customer relocations 
• Distribution feeder additions 
Esri UC2013 . 
Document Management and GIS working together for Land Records
Land Rights in Georgia 
Stored in GIS and Land Information Management System 
 150,000 acres fee simple 
 Easements for 
 Fee is also stored as bulk property in 
GIS 
 Georgia is Headrights and Land lots 
and Districts; not PLS 
Esri UC2013 . 
 Plants 
 Lakes 
 Substations 
 Operating HQ 
 Offices 
 Communications sites 
 12,000 miles transmission 
 60,000 miles distribution 
Document Management and GIS working together for Land Records
Land Records and GIS 
In support of property and project management 
• Records custodian for property 
records (half a million) and 
maps (60K) 
• 6 million supporting 
documents available offsite 
• Conducts property research 
for all projects 
• Uses technology tools 
• Over 150 years of records 
Esri UC2013 . 
Document Management and GIS working together for Land Records
Tools of the Trade - Old 
Land Information Management System (LIMS) 
 In use since 1995 
 Developed initially by Land and later 
by IT in its 2nd version 
 Includes image management, 
storage and retrieval tool (PCDocs) 
 Indexed manually using clip boards 
 Not a document management 
system 
 In 2009, IT recommended its 
replacement because VB/Oracle 
lifecycle issues 
Esri UC2013 . 
Document Management and GIS working together for Land Records
Tools of the Trade - Old 
GIS – ArcMap desktop and Citrix versions with managed MXDs with 
200 plus layers 
Esri UC2013 . 
Document Management and GIS working together for Land Records
OLD INTEGRATION METHOD 
LIMS on the left; GIS on the right 
Esri UC2013 . 
Document Management and GIS working together for Land Records
LIMS Rewrite 
Business Needs and Challenges 
 Must be GIS centric 
 Minimize the impact of change in terms of user look and feel 
 Must increase productivity 
 Improve the time to respond to customer needs 
 Easy to use and web-based 
Challenges to agile team 
 Configurable by application admins 
 Scalability and Reuse the application 
 Should not impact desktop version upgrades 
Esri UC2013 . 
Document Management and GIS working together for Land Records
LIMSGIS – new tool 
GIS viewer started in March 2011 and completed in November 
Esri UC2013 . 
Document Management and GIS working together for Land Records 
• Developed in Silverlight 
• Common GIS web tools 
• Overlay image 
(Georeferencing) on the map 
• User selectable and admin 
configurable base map 
selection 
• User and admin configurable 
Operational layer management 
including adding tiled, dynamic, 
image, and xy layer types 
• Customizable printing, 
overview, and right context 
menu 
• User and application profiles 
(MXD on the web) 
• User feedback reporting 
mechanism 
• Sharepoint based Support & 
Help site
LIMSGIS – new tool 
Document Management integration LIMSGIS Phase 2 
 In 2011, management decided to purchase Hyland’s 
Onbase system 
 Potential uses for Onbase beyond replacing PCDOCS 
Challenges to IT/Land team 
 Database and document migration – separate project 
 Lack of Onbase knowledge – contract partner consultant (ISSI) 
 Data integration between documents and GIS – not attributes, 
but location 
 ArcGIS Server 10.1 migration - postponed 
Esri UC2013 . 
Document Management and GIS working together for Land Records
LIMSGIS – new tool 
Results – completed in May 2013 
• Added ONBASE search button and 
• Migrated the Onbase database twice 
• Replaced PCDOCS with Onbase thick 
• Replaced manual indexing with 
• Improved communication between 
• Integrated scanner 
Esri UC2013 . 
Onbase doc Popup in LIMSGIS viewer 
client which improved the document 
storage workflow including QC 
eForms 
records center and requestors of index 
numbers using Onbase workflow and 
eforms 
Document Management and GIS working together for Land Records
LIMSGIS – new tool 
GIS Search (maps only) – benefits of a massive data project 
Esri UC2013 . 
Document Management and GIS working together for Land Records
LIMSGIS – new tool 
Onbase Keyword Search 
• Cross-referenced 
document types 
• Detail window 
• Dynamic and 
interactive hit list 
(search result) 
• Email results 
• Save results to Excel 
• Save results to file 
• Download documents 
• Open documents to 
Onbase Docpop 
Esri UC2013 . 
Document Management and GIS working together for Land Records
Return on Investments 
Esri UC2013 . 
• Improved user experience 
• Shorter turnovers on research requests or 
products 
• Increase number of GIS users; less number of 
adhoc requests 
Document Management and GIS working together for Land Records
LESSONS LEARNED 
Esri UC2013 . 
• Do not evaluate and learn a software as part of 
a project 
• Look at the big picture - data migration projects 
can be planned ahead of time 
• Let the GIS Analysts own the web services and 
not lock down ArcGIS server 
• Seek the expertise of vendor partners 
Document Management and GIS working together for Land Records
NEXT STEPS 
Esri UC2013 . 
Add a Geolocate widget for points 
lines and polygons 
Develop LIMSGIS Mobile – 
Javascript/HTML5 with ArcGIS 
integration 
Explore Onbase capabilities on 
data management, workflow, and 
project management 
Cross reference GIS search results with Onbase property and map 
document types 
Sync the GIS data with Onbase keywords to get better Onbase 
keyword search - leverage the purchase of tax parcel data from 
Corelogic
Esri UC2013 . 
QUESTIONS 
Document Management and GIS working together for Land Records

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ESRI UC 2013 - Document Management and GIS Working Together for Land Records

  • 1. 2013 Esri International User Conference July 8–12, 2013 | San Diego, California Esri UC2013 . Document Management and GIS working together for Land Records Renato Salvaleon Land Department, Georgia Power Company
  • 2. SCOPE OF PRESENTATION Esri UC2013 . • Intro • Records and GIS • Tools of the Trade - Old and New • Lessons Learned • Next Steps Document Management and GIS working together for Land Records
  • 3. Introduction Renato Salvaleon GISP, CSM – GIS Senior Info Analyst Esri UC2013 . • 14 years of in the areas of military intelligence and operations, transmission, IT, and currently Land • BS degree from the Philippine Military Academy • MSIS and GIS Certificate from Kennesaw State University • Pursuing a Certificate in Land Surveying Document Management and GIS working together for Land Records
  • 4. Georgia Power Largest operating company of Southern Company • 2M residential, 300K commercial, 8K plus industrial serving 2,375,304 as of 2012 • Total Georgia Power kW capacity of close 18M kW from more than 40 plants with the following generation sources: coal (39%), nuclear (27%), oil and gas (33%), hydro (1%) • More details on the Facts and Figure page of georgiapower.com Esri UC2013 .
  • 5. Land Department Organization Esri UC2013 . Document Management and GIS working together for Land Records Land Land Management Land Sales Land Acquisition Land Engineering Revenue generation varies from $19M to $100M dollars per year coming from Land sales and donations; quit claims; fiber optic agreements; easements; lake lots; forestry, water withdrawals, and park income.
  • 6. Land Department Acquire, protect and manage company real property assets Esri UC2013 . Document Management and GIS working together for Land Records • 17 generation sites • 60,000 reservoir acres and 1,400 shoreline miles • A total of 76,750 acres of land - 21,750 leased to the Georgia DNR for public recreation and hunting - 18,000 plus total lake residents with lease lots, access, and easements
  • 7. Land Projects Generation, Transmission, Distribution, Corporate Services • New construction (plants, transmission line, substation) • Rebuild and Reconductor • Substation and Plant expansions • DOT Relocations • Customer relocations • Distribution feeder additions Esri UC2013 . Document Management and GIS working together for Land Records
  • 8. Land Rights in Georgia Stored in GIS and Land Information Management System  150,000 acres fee simple  Easements for  Fee is also stored as bulk property in GIS  Georgia is Headrights and Land lots and Districts; not PLS Esri UC2013 .  Plants  Lakes  Substations  Operating HQ  Offices  Communications sites  12,000 miles transmission  60,000 miles distribution Document Management and GIS working together for Land Records
  • 9. Land Records and GIS In support of property and project management • Records custodian for property records (half a million) and maps (60K) • 6 million supporting documents available offsite • Conducts property research for all projects • Uses technology tools • Over 150 years of records Esri UC2013 . Document Management and GIS working together for Land Records
  • 10. Tools of the Trade - Old Land Information Management System (LIMS)  In use since 1995  Developed initially by Land and later by IT in its 2nd version  Includes image management, storage and retrieval tool (PCDocs)  Indexed manually using clip boards  Not a document management system  In 2009, IT recommended its replacement because VB/Oracle lifecycle issues Esri UC2013 . Document Management and GIS working together for Land Records
  • 11. Tools of the Trade - Old GIS – ArcMap desktop and Citrix versions with managed MXDs with 200 plus layers Esri UC2013 . Document Management and GIS working together for Land Records
  • 12. OLD INTEGRATION METHOD LIMS on the left; GIS on the right Esri UC2013 . Document Management and GIS working together for Land Records
  • 13. LIMS Rewrite Business Needs and Challenges  Must be GIS centric  Minimize the impact of change in terms of user look and feel  Must increase productivity  Improve the time to respond to customer needs  Easy to use and web-based Challenges to agile team  Configurable by application admins  Scalability and Reuse the application  Should not impact desktop version upgrades Esri UC2013 . Document Management and GIS working together for Land Records
  • 14. LIMSGIS – new tool GIS viewer started in March 2011 and completed in November Esri UC2013 . Document Management and GIS working together for Land Records • Developed in Silverlight • Common GIS web tools • Overlay image (Georeferencing) on the map • User selectable and admin configurable base map selection • User and admin configurable Operational layer management including adding tiled, dynamic, image, and xy layer types • Customizable printing, overview, and right context menu • User and application profiles (MXD on the web) • User feedback reporting mechanism • Sharepoint based Support & Help site
  • 15. LIMSGIS – new tool Document Management integration LIMSGIS Phase 2  In 2011, management decided to purchase Hyland’s Onbase system  Potential uses for Onbase beyond replacing PCDOCS Challenges to IT/Land team  Database and document migration – separate project  Lack of Onbase knowledge – contract partner consultant (ISSI)  Data integration between documents and GIS – not attributes, but location  ArcGIS Server 10.1 migration - postponed Esri UC2013 . Document Management and GIS working together for Land Records
  • 16. LIMSGIS – new tool Results – completed in May 2013 • Added ONBASE search button and • Migrated the Onbase database twice • Replaced PCDOCS with Onbase thick • Replaced manual indexing with • Improved communication between • Integrated scanner Esri UC2013 . Onbase doc Popup in LIMSGIS viewer client which improved the document storage workflow including QC eForms records center and requestors of index numbers using Onbase workflow and eforms Document Management and GIS working together for Land Records
  • 17. LIMSGIS – new tool GIS Search (maps only) – benefits of a massive data project Esri UC2013 . Document Management and GIS working together for Land Records
  • 18. LIMSGIS – new tool Onbase Keyword Search • Cross-referenced document types • Detail window • Dynamic and interactive hit list (search result) • Email results • Save results to Excel • Save results to file • Download documents • Open documents to Onbase Docpop Esri UC2013 . Document Management and GIS working together for Land Records
  • 19. Return on Investments Esri UC2013 . • Improved user experience • Shorter turnovers on research requests or products • Increase number of GIS users; less number of adhoc requests Document Management and GIS working together for Land Records
  • 20. LESSONS LEARNED Esri UC2013 . • Do not evaluate and learn a software as part of a project • Look at the big picture - data migration projects can be planned ahead of time • Let the GIS Analysts own the web services and not lock down ArcGIS server • Seek the expertise of vendor partners Document Management and GIS working together for Land Records
  • 21. NEXT STEPS Esri UC2013 . Add a Geolocate widget for points lines and polygons Develop LIMSGIS Mobile – Javascript/HTML5 with ArcGIS integration Explore Onbase capabilities on data management, workflow, and project management Cross reference GIS search results with Onbase property and map document types Sync the GIS data with Onbase keywords to get better Onbase keyword search - leverage the purchase of tax parcel data from Corelogic
  • 22. Esri UC2013 . QUESTIONS Document Management and GIS working together for Land Records