document management choices

[Mark Garland]

On Mon, 2010-07-12 at 14:54 -0700, Patton Echols wrote:
> Greetings:
> 
> I have a project coming up that requires some intensive document 
> examination.  I have been looking for a document manager.  So far I have 
> not installed any to try because none seem to do what I need.  I need 
> something that starts with the obvious functions, listing documents by 
> creation date, modified date if any, author, document name and 
> description, giving the user the chance to change the latter.  The 
> documents I'll be dealing with will mostly be PDFs.  Some will be images 
> of documents, others will contain text. 
> 
> Most important, I need to be able to view a document, take notes on it 
> and have the notes attach to the document in question.  Then, I need to 
> be able to both search my notes as well as generate a report of my 
> notes.  In a perfect world, the ability to OCR the documents (or text 
> extract) and save that to a searchable field separate from notes would 
> be great.  As would the ability to add arbitrary categories to documents 
> so I could group differently than I receive them.
> 
> The DMS that I have looked at seem to be focused on version control, 
> some with searcability, but none with the note taking ability. 
> 
> Thanks for any thoughts. 
> 
> --PE
> 

Have you looked at Zotero (http://www.zotero.org)?  It's a Firefox
plugin, but can do things like associate notes with documents and print
reports that include those notes.

Mark Garland