december 2008 claire cocco global product manager contentdm 5 overview

December2008

Claire CoccoGlobal Product Manager

CONTENTdm 5 OverviewCONTENTdm 5 Overview

CONTENTdm 5 OverviewCONTENTdm 5 Overview

• Agenda

• Functional Overview of CONTENTdm 5

• Searching

• CONTENTdm Administration

• Project Client (replaces Acquisition Station)

• EAD

• Migration

• Availability and resources

• Find search engine• Runs WorldCat

• Integrated at the API level

• Backwards compatible with custom interfaces

• Robust capacity and new features

CONTENTdm 5 – Searching CONTENTdm 5 – Searching

• Unicode searching

• Searching of Unicode characters is now supported in all CONTENTdm interfaces.

• Languages that use complex scripts such as Chinese, Greek, Hebrew, Japanese, Korean, and Russian can all be indexed and searched.

• Demonstration香港 (Hong Kong)


• Relevancy sorting

• Search results sorted by relevancy to search term(s)

• Default for Grid, Thumbnail, and Bibliographic views

• Doesn’t apply to Hierarchical or Title views or when Browsing collection

• Change defaults by editing:

• Default results.php parameters

• Using Custom Queries and Results

• Changing end-user preferences


CONTENTdm 5 – SearchingCONTENTdm 5 – Searching

• Spelling suggestion

• Provides an alternate suggestion when a search returns no matching results

• Supported for Latin 1 languages only


• Extended fields

• All fields combined with selected fields

• Advanced Search

• CONTENTdm Administration

• Custom Queries and Results

• PHP API

• Maximum number of fields that can be searched at one time increased to six

• PHP API


• Faceted searching

• Refine your search feature uses facets

• Enabled by default for the Grid, Bibliographic, Title and Thumbnail views

• Facets are not supported in the Hierarchical view or when browsing a collection.

• Default fields are Subject, Creator, Date, Format and Audience

• Disable facets or change the fields by editing the S_FACETS variable in the global style file


• Rules for facets

• Only searchable fields can be used as facets

• Hidden fields cannot be used as facets

• When facets are enabled, they display for all applicable views

• Grid, Bibliographic, Thumbnail and Title

• Facets cannot be enabled/disabled per view

• Dublin Core field names used when searching multiple collections

• Exclude words from capitalization using the Stop List

• Administration > Server > Settings


• Search behaviors• Some Punctuation is indexed when it is contained within a

word:

/ - _ ‘ @ & $ + . | ;

• Searching for hyphenated terms now supported

• Parentheses are indexed and treated as search delimiters

• Accommodates parentheses in controlled vocabulary terms

• Handling of searches containing the Boolean operators AND, OR, and NOT has been improved

• Automatically ignored in most searches

• Supported when searching in exact phrase mode


• Number of results• Maximum no longer limited to 20,000

• Actual number of results displays in interface

• Browsing

• Searching

• End-users see accurate information about the number of records matching their query


• Stop words• Stop words no longer supported in full text field

• Stop words list used in earlier versions of the software now obsolete

• All words are indexed

• Note: The stop words list used to indicate which words should not be hyperlinked in metadata display is still supported.


Questions? Questions?

CONTENTdm 5 – AdministrationCONTENTdm 5 – Administration

• Registration

• New step during installation

• Can also register from Administration

• Home page

• About page

• Registered servers pinged once a month to gather data on usage

• Number of collections, number of items, file types used, number of Project Clients used

• Helps us understand how software is used so we can improve it

CONTENTdm 5 – Administration CONTENTdm 5 – Administration

• Reports

• New report module

• Replaces Report Generator

• More robust

• Integrated into software

• Uses StoneSteps Webalizer and custom CONTENTdm reports

CONTENTdm 5 – Administration CONTENTdm 5 – Administration

• Reports

• Expanded reports

• Views by collection and item

• Top searches within CONTENTdm

• Web statistics by month, day, hour

• Top URLs, errors, referring sites, IP addresses, authenticated users, browsers, and countries

• Access to log files

• Export CONTENTdm reports

• Demonstration


• Collection Configuration

• Added page naming options to PDF conversion settings

• Separated display image settings and archival file management

• Functionality in Full Resolution Manager replaced

• Added Image rights settings


• PDF conversion settings

• Enable automatic conversion of multiple-page PDF files to compound objects

• Disabled by default

• Page naming options

• Name + number

• File name + number

• Settings apply to Web-based import, Connexion digital import and Project Client

• Local override in Project Client


• Display Image Settings

• Supports the conversion of full resolution images to display image formats

• Now separate from Archival File Manager and managing archival volumes

• Enable functionality independently

• Don’t need to track volumes when only want to convert full resolution images

• Enabled by default on server

• JPEG2000 default file format

• Settings on server overridden by settings defined locally in the Project Client

• Will apply to Connexion digital import in the future

• Does not apply to Web-based add


• Archival File Manager

• Supports the management of archival files and volumes

• Now separate from display image generation

• Enable functionality independently

• Can track volumes for all files, not just images

• Disabled for new collections by default

• When enabled, all files are added to a volume when imported in the Project Client

• “Full resolution” field is now “Archival file”

• Hidden by default

• Editable in Collections > Fields


• Archival File Manager

• Applies to Project Client only

• No local override

• Digital Archive compatibility

• Project Client generates manifest for each volume

• OCLC symbol included if provided

• Use manifest for import into Digital Archive

• Note: Archival File Manager does not apply to Connexion digital import. When a Connexion digital import user also subscribes to the Digital Archive, the Archival file field is automatically populated regardless of Archival File Manager settings.


• Image Rights

• Applied dynamically to images in CONTENTdm viewers

• Actual image is not altered

• Only visible in CONTENTdm viewers

• JPEG2000 supported

• Must first be created in the Project Client

• Can then be applied to items added via Connexion digital import and/or Web-based add

• New method provides more flexibility for future


After Image Rights have been created in the Project Client:

Default Image Rights settings:


• Metadata Fields

• Increased capacity

• 125 fields per collection

• Required fields

• Define which fields in metadata template are required

• The Title field is required by default and is always required

• All other fields are not required by default; can be edited

• Required fields are indicated in interfaces

• Checked before items are added to the pending queue or edited

• Required fields do not apply to Connexion digital import


• Controlled Vocabulary

• Integrated thesauri from OCLC Terminologies Service

• Art & Architecture Thesaurus (AAT) ®

• Dublin Core Metadata Initiative Type Vocabulary

• Getty Thesaurus of Geographic Names (TGN) ®

• Guidelines On Subject Access To Individual Works Of Fiction, Drama, Etc., 2nd ed., form and genre

• Māori Subject Headings / Ngā Ūpoko Tukutuku

• Medical Subject Headings (MeSH®) 2008

• Newspaper Genre List

• Thesaurus for Graphic Materials

• Union List of Artist Names (ULAN) ®


• Controlled Vocabulary

• Terminologies Service thesauri function like other controlled vocabularies

• Can be shared

• Add or delete terms

• Browse terms

• Verify terms

• Will be updated in new releases

• Provide additional functionality in the Project Client


• Export

• More consistency between options

• Tab-delimited, CONTENTdm Standard XML and Custom XML exports include all Administrative fields:

Archival file, CONTENTdm number, CONTENTdm file name, CONTENTdm file path, Date created, Date modified, OCLC number, Reference URL

• Options to include page-level metadata

• CONTENTdm Standard XML

• Custom XML


• Approving items

• Batch approvals

• Scheduled approve option

• One-click approve and index

• Only one batch approve can run at a time

• Subset approve

• More feedback

• Number of items pending

• Controlled vocabulary

• Preserve file name option no longer supported

CONTENTdm 5CONTENTdm 5

CONTENTdm 5 - AdministrationCONTENTdm 5 - Administration


• Indexing

• Scheduled index option

• All Indexing happens in the background

• Feedback on indexing status

• Immediate indexing option still available

• More workflow options


• Editing enhancements

• Sort options for search results

• Default is sorting by Title field

• Choose relevancy or any searchable field

• Specified sort field displays in results

• Locked item feedback

• Locked items are indicated in results interface

• Editing and deleting inhibited


• Capacity

• Maximum number of collections increased

• 300 collections per server

• Unix file system limitation resolved

• Some Unix files systems support a limited number of subdirectories

• Handling of compound objects changed in CONTENTdm 5 to avoid hitting subdirectory limit

CONTENTdm 5 – Project ClientCONTENTdm 5 – Project Client

• Acquisition Station replaced

• Project Client

• Brand new application

• More robust

• 10,000 items in a project

• Improved efficiency

• Upload Manager

• Unicode support

• Some things are the same, some things are different

• Training at ALA Midwinter Pre-conference – Jan. 23rd, 2009

• Basic Use Webinars – monthly online session. Next: Jan. 20th 2009


• Home tab paradigm

• Starting point for creating and working with projects

• Access to User Support Center

• Featured collections


• Projects

• Same concept

• Create projects as workspaces

• Multiple projects can point to the same collection

• Import and export project settings

• Share projects

• Allows multiple users to work in the same project

• Only one person can work in project at a time

• Must have unique name

• Demonstration


• Task Pane

• Access to common tasks

• Options vary depending on where you are in application


• Project Settings Manager

• All project settings and configuration options consolidated into one location

• Easier to find and manage

• New features added

• Powerful configuration options


• Project Settings Manager – General Settings

• General information about project

• Shared status

• Collection information

• Export option


• Project Settings Manager – Metadata Templates

• Different templates for different file types

• Images – JPEG, JPEG2000, TIF

• PDF, Compound Objects, URL

• Audio (.wav, .mp3, .wmf, .wma)

• Video (.mpg, .mov)

• Templates supersede, do not inherit

• Different options for different file types

• Images – Colorspace, Bits per Sample

• PDF – Embedded fields (application, author, date modified, date created, keywords, producer, page size, subject, title, version)

• Demonstration


• Project Settings Manager – Metadata Field Types

• Provides list of fields by field types

• Administrative

• Hidden

• Searchable

• Includes Administrative fields

• Quick view of fields without accessing Administration

• Demonstration


• Project Settings Manager – Images & Thumbnails

• Display Image Settings

• Default as specified on server

• Local settings override

• JPEG or JPEG2000

• GIF no longer supported

• Used when display images are generated during import

• Thumbnail Settings

• Define and customize default thumbnails

• New Web icon

• Functionality the same as 4.3


• Project Settings Manager – Images & Thumbnails

• Image Rights

• Banding, Branding, and Watermarking

• Image rights applied to image dynamically

• Image file is not altered

• No image rights applied by default

• To use image rights

• Create a band, brand or watermark

• Then select it

• Applied to all images imported into the Project Client (JPEG2000 supported!)

• Demonstration


• Project Settings Manager – Processing

• PDF Conversion

• Default is setting defined on the server

• Local override

• Page naming options (same as on server)

• Finding Aids

• Custom XSL file

• More on this later


• Project Settings Manager – OCR

• Activate OCR

• Track page counts

• Configure language and fast mode

• Upgrade to ABBYY FineReader 8.1

• Additional languages supported

• 184 languages

• Including Chinese, Japanese, Korean, Greek, Russian and Hebrew

* Search term highlighting is not supported for CJK or Hebrew


Abkhaz, Adyghe, Afrikaans, Agul, Albanian, Altaic, Armenian Eastern, Armenian Grabar, Armenian Western, Awar, Aymara, Azeri Cyrillic, Azeri Latin, Bashkir, Basic, Basque, Belarusian, Bemba, Blackfoot, Breton, Bugotu, Bulgarian, Buryat, Catalan, Chamorro, Chechen, Chemistry, Chinese Simplified, Chinese Traditional, Chukcha, Chuvash, Corsican, CrimeanTatar, Croatian, Crow, Czech, Danish, Dargwa, Digits, Dungan, Dutch, DutchBelgian, E13B (MICR text type), English, English and Russian, Eskimo Cyrillic, Eskimo Latin, Esperanto, Estonian, Even, Evenki, Faeroese, Fijian, Finnish, Fortran, French, Frisian, Friulian, Gagauz, Galician, Ganda, German, German Luxembourg, German New Spelling, Greek, Guarani, Hani, Hausa, Hawaiian, Hebrew, Hungarian, Icelandic, Ido, Indonesian, Ingush, Interlingua, Irish, Italian, Japanese, Java, Kabardian, Kalmyk, KarachayBalkar, Karakalpak, Kasub, Kawa, Kazakh, Khakas, Khanty, Kikuyu, Kirgiz, Kongo, Korean, Koryak, Kpelle, Kumyk, Kurdish, Lak, Lappish, Latin, Latvian, Lezgin, Lithuanian, Luba, Macedonian, Malagasy, Malay, Malinke, Maltese, Mansi, Moari, Mari, Maya, Miao, Minankabaw, Mohawk, Mongol, Mordvin, Nahuatl, Nenets, Nivkh, Nogay, Norwegian, Norwegian Bokmal, Norwegian Nynorsk, Nyanja, Occidental, Ojibway, Ossetic, Papiamento, Pascal, Pidgin English, Polish, Portuguese Brazilian, Portuguese Portugual, Provencal, Quechua, RhaetoRomanic, Romanian, RomanianMoldavia, Romany, Ruanda, Rundi, RussianOldSpelling, Russian, Samoan, Scottish Gaelic, Selkup, SerbianCyrillic, SerbianLatin, Shona, Sioux, Slovak, Slovenian, Somali, Sorbian, Sotho, Spanish, Sunda, Swahili, Swazi, Swedish, Tabassaran, Tagalog, Tahitian, Tajik, Tatar, Tinpo, Tongan, Tswana, Tun, Turkish, Turkmen, Tuvin, Udmurt, Ukrainian, UzbekCyrillic, UzbekLatin, Visayan, Welsh,Wolof, Xhosa, Yakut, Zapotec, Zulu


• Project Settings Manager – OCR Languages

• Some languages require new license code

• Chinese, Japanese, Korean

• Hebrew

• Available by request in January

• Exchange existing license code

• No action needed if do not need CJK or Hebrew

• No additional charge for upgrade to CJK or Hebrew


• Project Settings Manager – Project Options

• Upload Method

• FTP replaced by HTTP POST

• FTP accounts no longer needed for upload

• HTTP and HTTPS supported

• Upload to shared directory also still available

• Archival File Management

• Define volume location

• Close existing volumes

• Use when Archival File Manager enabled on the server


• Project Settings Manager – Project Options

• Spell Check

• Disabled for full text fields by default

• Spelling errors flagged automatically

• When enabled, warning icon displays when spelling errors exist

• Advanced options – languages and more

• Controlled Vocabulary Download

• Default is 15000

• Demonstration


• Project Settings Manager – Find in Collection

• Results Display preferences

• Hide/show thumbnail images in results

• Displayed by default

• Define fields to display in results

• Configure order of fields too

• Enable/disable spelling suggestion

• Enabled by default

• Demonstration


• Adding items

• Many similarities...highlighting the differences


• Add item

• Display image creation always available

• Can select multiple items when browsing for files

• Summary screen


• Add Multiple Items

• Imports all items from a directory

• With or without tab-delimited text file

• Specify encoding for tab-delimited text files (UTF-8 or ANSI)


• Confirm settings

• Summary screen


• Add Compound Objects

• Single import wizard no longer separate

• Job List no longer supported


• Encoding option for tab-delimited text files (UTF-8 or ANSI)

• Confirm settings

• Summary screen


• Add URL

• Also supports single null item import


• Find Tab

• Use to search and retrieve items from the collection

• Uses same search API

• More features

• Relevancy sorting

• Spelling suggestions

• Combined all fields and selected fields search

• Access restrictions honored

• IP address and user name restrictions apply


• Find Tab

• Advanced search

• Up to six fields

• Save search

• Browse for items

• Browse all

• By controlled vocabulary

• Sorting preferences

• Add items to project

• Demonstration


• Project Tab

• Spreadsheet view of project

• Many of the same features

• New features

• Warning and error icons

• Right-click functionality on thumbnail

• Set permissions

• Open in Item tab for more detailed view

• Upload Manager

• Demonstration


• Item tab

• Replace media editor for detailed view of item

• Many of the same features

• Double click on fields for large editing view

• Terminologies Service

• Displays broader and narrower terms

• Icons show errors and warnings

• Compound object editing

• Add, delete, move and rename pages

• Demonstration


• Upload Manager

• Uploading occurs in the background

• Continue working while items are uploaded

• Pause process and resume later

• View/hide to see status and upload details

• Status updated on Home tab

• More efficient workflow


• EAD handling improved

• New import process and display

• Supports metadata mapping

• Text extraction for full text searching

• Compound object creation

• Multiple display views

• Compound object

• Full HTML view

• Search term highlighting


• EAD

• Must be well formed

• Valid XML document

• Encoded using UTF-8.

• Use full URLS, not relative paths

• Change or delete links to locally held files

• Will be processed according to specified DTD or XSD

• Library of Congress XSD used if specified XSD not available


• Imaging

• PNG files supported

• Thumbnails created

• Display in image viewer

• Thumbnails generated from video files

• Use first frame of video for thumbnail when available

CONTENTdm 5 – System RequirementsCONTENTdm 5 – System Requirements

• CONTENTdm 5 Server

• Microsoft Windows Server® 2003, or 2008, Linux, or Sun™ Solaris™ 9 or later (SPARC only)

• Dedicated Web server (IIS with Windows®, Apache with UNIX)

• Intel® Pentium® 4 class compatible processor or higher

• Minimum 1GB RAM. Recommended 2GB+ RAM. Unlimited licenses may require more RAM.

• 300 MB of available hard-disk space for installation.

• Adequate disk space to hold your collection

CONTENTdm 5 – System RequirementsCONTENTdm 5 – System Requirements

• CONTENTdm 5 Project Client

• Microsoft® Windows XP with Service Pack 2 or later or 32-bit editions of Windows Vista

• Intel® Pentium® 4 class compatible processor or higher

• Minimum 512MB RAM on Windows XP. 1GB RAM recommended. Minimum 1GB RAM on Windows Vista. 2GB RAM recommended.

• 500MB of available hard-disk space for installation

• Minimum display resolution of 1024 × 768

• 256Kbps or faster connection

• Microsoft® Internet Explorer® 6.0 or later

• Adobe Reader® 7.0 or later


• Migration to version 5

• Install version 5 on a separate Web server

• Full install of the new software, not upgrading existing version

• Can install version 5 on the same server machine as version 4.3

• 90 waiver of EULA restriction of one server installation

• Starts when you install version 5

• Can run version 5 and 4.x side by side for 90 days

• Install Project Client on desktops

• Acquisition Station doesn’t work with Version 5 but can run on same machine as Project Client


• Migration to version 5

• Migrate Web template customizations

• Must update Web templates

• Similar process as 4.2 and 4.3 upgrades

• Still written in PHP

• Documentation details changes to commonly customized files

• Migrate collections

• Conversion scripts

• Re-index all collections


• Before migration of collections

• Upload all items in projects to server

• Acquisition Station Projects cannot be migrated

• Approve all items in pending queue and index

• After migration will need to re-index collections in version 5

• Configuration of collections and projects

• Utilize new features

• Set up new projects


• CONTENTdm PowerPoint Plug-in

• Updated version will support both version 4.3 and version 5

• Unicode encoding

• Search changes

• Fixed bugs

• Available soon

• CONTENTdm Multi-Site Server

• Compatible with version 5


• Available December 17th, 2008

• Free to users with a current AMA

• Download from the User Support Center

• Hosted users migrated January-March

• All hosted users will be contacted about migration schedule for their institution

• Watch the listserv for announcements

CONTENTdm 5 – Resources & TrainingCONTENTdm 5 – Resources & Training

• User Support Center

• Web session recording

• Full feature list

• Help files

• Installation and migration documentation

• Training

• Free Basic Use Webinar – monthly

• January 20th, 2009. Register on the USC

• ALA Pre-conference – January 23rd, 2009

• Will offer online in February

• CONTENTdm Support: [email protected]

december 2008 claire cocco global product manager contentdm 5 overview

Documents

overview slide

searching endusers

faceted searching

contentdm interfaces

query contentdm

php api contentdm

default fields

title facets