oclc online computer library center contentdm migration training craig yamashita vice president,...

OCLC Online Computer Library Center

CONTENTdm Migration Training

Craig Yamashita

Vice President, Technology and Product Development

DiMeMa, Inc.

July 2005


CONTENTdm 4Available Now


Agenda

CONTENTdm 4 New Features

Migration to CONTENTdm 4

Implementation Tips

Questions



New User Interface (PHP)



New User Interface (PHP) Proximity searching

Sort/reverse sort, 5 fields

Hierarchical results view

Image viewer enhancements (rotate, clip)

Improved results navigation Previous/next result from viewer interface



Item Level Security Apply access control at the item and/or collection

level

By login

By IP address

Option to restrict the file and allow access to the metadata



Item Level Security



Acquisition Station Enhancements Import multiple compound objects at once



Acquisition Station Enhancements Spell check

Find and replace

Compound object preview

OCR Extension Integrated ABBYY FineReader



New Administration Web Interface Organization, navigation



Administration Upgrades New granular administration rights

Web-based editor

Subset operations Delete

Export

Compound object editing/creation

No plugins required Java applets discontinued

Works from any browser (PC, Mac)



Administration Upgrades New merge collection function

New XML export mode facilitates output to XML standard formats (e.g., METS)



FTP Enhancements Secure FTP

Passive FTP



Automatic PDF text extraction

Support for EAD finding aids Text automatically extracted for searching

Increased capacity Number of collections per server doubled to 200

Field size increased to 128,000



Complete feature list Available from the CONTENTdm User Support

Center

http://contentdm.com/USC/cdm4features.pdf



Migration Overview Download Version 4 update

Install server software update

Convert collections to new format

Set user permissions

Install Acquisition Station update

Migrate Web pages



Download Version 4 Update Available for download from the CONTENTdm

User Support Center

http://contentdm.com/USC



Install Server Software Update Two methods

Install new server, migrate data (default Windows)

Update server in place (default Unix)



Install Server Update - Windows InstallShield creates new IIS Web site and makes

all required settings



Install Server Update - Windows New Server is installed on nonstandard port



Install Server Update - Windows Second IIS Web site runs CONTENTdm 4 server

Server port is changed to port 80 when migration is completed



Install Server Update - Windows Can also install new CONTENTdm 4 server on

new hardware

If you are planning a server hardware upgrade, now is an opportune time

Use the tools in the CONTENTdm 4 distribution to migrate your data



Install Server Update - Windows During installation, new Windows group named

CONTENTdm Administrators is created and set up for administration

When granting privileges to new users in CONTENTdm, the user accounts are automatically added to this group



Install Server Update – Unix (default) Files are updated in place on the current Version

3.X Server

Existing Apache user permissions are maintained



Install Server Update – Unix (alternate) Install new Apache server on nonstandard port

(or new hardware)

Install new CONTENTdm 4 server

Server port changed to 80 after migration is completed

Requires full installation kit not available for download

Request CD-ROM from CONTENTdm Office ([email protected])



Install Server Update - Unix Install PHP 4.3.X on your Apache server

From your distribution media

Download and build www.apache.org

www.php.net



Convert Collections to New Format Windows: Use CDM4Migrate.exe tool

Unix: Use /cgi-bin/admin/convert4.exe

If you have the disk space, make a copy of your collections on the Version 4 Server and convert the copy

If you have large collections, use the convert4cmd command line script found in the server bin directory



Convert Collections to New Format Version 4 collection format has minimal changes

from Version 3 New permissions file index/etc/priv.txt

Changes to index/description/desc.all and offset.ind

New compound object extension (.cpd) and file format

Old Version 3 files are backed up Metadata files desc.all and offset.ind are saved in

index/description/old as desc.all.v3 and offset.ind.v3

Compound object .xml files are left in the image directory



Set User Permissions Version 4 contains more granular user rights

Server rights Add collections

Delete collections

Administer user permissions



Set User Permissions Collection rights

Approve items, build indexes

Edit metadata

Set access rights

Delete items

Configure settings/field properties

Run reports/export records



Set User Permissions



Install Acquisition Station Update Version 3.X Acquisition Station is not compatible

with Version 4

Acquisition Station upgrade should be coordinated with server upgrade

Simple InstallShield upgrade

Existing project settings are maintained



Migrate Web Pages Version 4 contains new PHP-based interface

Many new user interface enhancements



PHP A widely used general purpose scripting language

suited for Web development



PHP API CONTENTdm 4 implements a well-defined API

(Application Programming Interface) of callable PHP functions

Much easier to customize than the Version 3.X Javascript interface

Facilitates the building of custom interfaces



PHP API Examples dmGetCollectionList() – returns PHP array of

collections available on the Server

dmGetCollectionFieldInfo() – returns array of collection field properties

dmGetItemInfo() – returns array containing the metadata for the specified item

dmQuery() – returns array of search results for the specified query



PHP Scripting Example Print out names of all collections on the Server

<?php include("DMSystem.php"); $list = &dmGetCollectionList();

print("Collections:<br>\n"); for ($i = 0; $i < count($list); $i++) { print("{$list[$i]["name"]}<br>\n"); } ?>



Migrate Web Pages The Version 3.X Web interface is backwards

compatible with Version 4

Existing custom pages built using Version 3.X CQR (Custom Queries and Results) will appear and function the same

The new user interface features are not available from the Version 3.X interface



Migrate Web Pages New Version 4 interface is stored completely under

the /cdm4 directory in the Web root and is completely isolated from the Version 3.X interface

Easy to keep the two interfaces separated


CONTENTdm 4 Implementation Tips

Take advantage of the new granular security Version 3.X CONTENTdm Manager functionality is

built in to the administration Web interface in Version 4

Non-sysadmin can add collections

Non-sysadmin can administer user rights



Take advantage of the new granular security



Take advantage of the new granular security Version 4 Web administration interface opens door

to non-Acquisition Station user

Web-based editor facilitates remote metadata updates

Can add item to pending queue directly from Web interface



Take advantage of the new granular security



Don’t store your collections in the Web root Version 4 implements access control for item level

security

API protects restricted items for access by authorized users only

Move collections outside of the Web space for maximum security



Use the new compound object import wizards Automates much of the process

Load batches of documents for efficiency

Big improvement over the original compound object editor that is discontinued with Version 4



Customize your Web interface Greatly simplified in Version 4

Easy to edit templates to control display



Make use of item level security Restrict access to protected materials

Hide items that are not ready/approved


More Information

CONTENTdm technical support [email protected]

1-877-797-0887


More Information

CONTENTdm Web Site Download Version 4 upgrade

More details on Version 4

http://contentdm.com

oclc online computer library center contentdm migration training craig yamashita vice president,...

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