This document provides an overview of a webinar on PDF/A. It introduces the two speakers, Miqdad Jaffer, Product Manager at Adlib, and Roger Beharry Lall, Director of Market Strategy and Research at Adlib. The webinar will cover what PDF/A is, including its ISO standard versions and conformance levels, and how it enables long-term archiving of documents. It will also discuss challenges of long-term preservation and how PDF/A addresses these through its specifications. The webinar aims to explain that PDF/A is more than just a standard for archiving and allows for robust features while ensuring documents can be reliably reproduced over time.

1. Please standby for today’s webinar:
PDF/A: It’s More Than You Think
Miqdad Jaffer
Product Manager
Adlib Software
Miqdad is a Product Manager at Adlib, where he is
responsible for the vision and direction of Adlib PDF, ensuring
that market requirements find their way into the product. He
graduated from the University of Ottawa in 2007 with a degree
in Software Engineering, and comes to Adlib after 8 years in
the utilities industry where he started as a software developer,
and moved into a product management role for the last 4
years. He comes with ample experience in enterprise and
customer-facing applications
Roger Beharry Lall
Director, Market Strategy & Research
Adlib Software
With a broad background in technology and innovation, Roger
has been a strategic B2B marketer for over 15 years working
with IBM, BlackBerry (Research in Motion), and other global
vendors and systems integrators.
An AIIM Certified ECM Practitioner, Roger is passionate about
how Advanced Rendering technologies bring business value to
diverse organizational processes.
Meet today’s speakers!

2. © ADLIB 2011. THIS SLIDE PRESENTATION CONTAINS PROPRIETARY AND/OR CONFIDENTIAL INFORMATION.
PDF/A: It’s More Than You Think
Roger Beharry Lall
Director, Market Strategy & Research
Miqdad Jaffer
Product Manager

3. How Long is ‘Long Term’

4. Archiving Compliance Fines 2009-2013
.Source: OpenText
• MetLife was fined $1.2 million for improper email archive
monitoring
Piper Jaffray was fined $700,000 for improper
retention of email
• LPL Financial was fined $9 million for email
system failures and compliance with FINRA.
• ING was fined $1.2 million for improper email
retention and failure to comply with FINRA.
• Barclays was fined $3.5 million for email
retention failures.
• EU Data Protection Regulation: fines up to €100m
• A federal court sanctioned the government (VA) for failing to meet
its duty to preserve web content for a $32 million

5. Reducing Risk through Effective Archiving
Source: Gartner: Best Practices for Using Email Archiving, Sept 2012; IBM Corproiation 2014

6. Long Term Preservation Options/Challenges
Source Formats
Viewers
Storage Formats
Regulatory Requirements
Financial Constraints

7. Put in the simplest possible terms, PDF/A is
a PDF which forbids certain functions which
could hinder long-term archiving.
PDF/A also demands that the file meet
certain requirements which guarantee
reliable reproduction. 19005
What is PDF/A?
http://tinyurl.com/pdfa-short

8. PDF/A: PDF for Archive ISO Standard
• Open, democratic, non-proprietary, ISO Standard
• Non hierarchical standards family including:
PDF/A-1, PDF/A-2, & PDF/A-3
• PDF/A supports many ‘robust’ features:
bookmarks, links, annotations, metadata,
searchable text, vector graphics, etc.
• PDF/A allows for inclusion of the source file as an
embedded attachment.
• Maximizing the long-term value of information
assets
• However, there are consideration: Size impact,
PDF repair-ability,

9. PDF/A – Technical Definition
PDF/A-3u
Version
(1, 2 or 3)
Conformance
Level
(a, b or u)
How to recognize a PDF/A:

10. PDF/A Versions
• Introduced in 2005, Based on Adobe’s PDF 1.4.
• Represents the first ISO Standard for Long-Term Archiving, ISO 19005-1
PDF/A-1
• Introduced in 2011, based on ISO PDF 1.7
• Relaxes restrictions such as Transparencies, JPEG2000 compression and allows PDF/A
Attachments
PDF/A-2
• Introduced in 2012, based on ISO PDF 1.7
• Same as PDF/A-2 but allows for arbitrary attachments
PDF/A-3

11. PDF/A – Conformance Levels
• PDF/A-1b - Ensure the reliable reproduction of the visual appearance of
the document.
B (Basic)
• PDF/A-1a - Ensure that document content is able to be searched and
repurposed.
A (Accessible/Advanced)
• PDF/A-2u - Level B conformance PLUS
• All text in the document must have Unicode mapping
U (Unicode)
Introduced with PDF/A-2 as not all users who need Unicode support needed all of the strict rules of level A conformance.

13. Hash DeDuplication
Text DeDuplication
Image
DeDup
Powered By:

14. Optimizing Storage & Delivery
• The average organization is
generating up to 15 petabytes of
content per day.
• This results in an average cost of
$10-$15k per TB of storage per year
• Beyond storage, documents must be
delivered effeciently via email, web,
mobile, etc. Smaller files require less
bandwidth.

15. Dealing with Diverse/Multiple Formats
• Over 400 file types
 From Ami Draw to XyWrite
 HP Graphics, IBM writing assistant, Kodak Flash Pix, Lotus 1-2-3, Corel
Word Perfect, Crystal Reports, Open Office, etc.
• Reduce dependency on native/legacy software
Quotation Number
Ship To: Ministry of Defence #: 000F1806042011
ATTN: Mr. John Doe
P.O. DATE F.O.B. POINT TERMS
QTY UNIT PRICE TOTAL
22 $2,400,000.00
22 $125,000.00
22 $25,000.00
22 $750,000.00
$0.00
$0.00
SUBTOTAL $3,300,000.00
HST $429,000.00
TOTAL (US) $3,729,000.00
4. Send all correspondence to :
Adlib Software
215-3228 South Service Road
Burlington, Ontario. L7N 3H8
Phone: 905-631-2875
Fax: 905-639-3540
Authorized by Date
123 Compliance Street
San Francisco, CA 94114, USA
Phone: 415 555 12125
REQUISITIONER SHIPPED VIA
DESCRIPTION
ECT F/A-18 Upgrade Kits
Installation
Quality Assurance - Air Stress Test and Diagnostic
Annual Maintenance Agreement

16. System Integration & Shared Services

17. Search Enabled Documents

18. Achieving PDF Archiving Through Rules
ECM document metadata
Regulatory agencies PDF specification rules
Centralized Rules Mgm’t
IF Regulatory Agency = “FDA”
THEN Page Size = Letter
IF Regulatory Agency = “EMA”
THEN Page Size = A4
…

19. Compliant
& Secure
BeforeAfter
SearchableAutomated
Reduce Storage
Volume
MINUTES
DAYS

20. PDF Therapy
Explore Your Archiving Requirements
• PDF Therapy is ideal if your organization:
o Has multiple functional groups with unique demands
or isolated solutions
o Has large volumes or diverse document
o Needs to improve/automate the archiving
of high-value content
Discovery
Discussion
Delivery

21. For more information:
www.adlibsoftware.com
Product Info or PDF Therapy Inquiry:
sales@adlibsoftware.com
Or Follow us:
Twitter @adlibsoftware
Linkedin.com/companies/adlib-software
Q&A