OCLC Online Computer Library Center Digitization Lifecycle Solutions: An Integrated Approach ALA Annual 2005

OCLC Online Computer Library Center

Digitization Lifecycle Solutions: An Integrated Approach

ALA Annual 2005


OCLC’s Vision

OCLC will be the leading global library cooperative, helping libraries serve people by providing economical access to knowledge through innovation and collaboration


Today’s Digitization Projects

Reformatting collections, for Preservation Conservation Access

…to traditional materials Print Film

Lifecycle now includes digitization and preservation— Of both the surrogate and the traditional formats


Retro-con redux?

OCLC helps today with many of the same issues we faced as we built our first online public access catalogs

Accurate, high-quality

Reformatting and cataloging

Reliable, comprehensive, user-friendly access

State of the art stewardship


What’s new this time around?

Advising: OCLC expertise for project consulting

Scanning: paper, film

Providing access to the digital copy: All media

Full text

Optionally--Right to the web!

Preserving: both traditional and digital formats


OCLC’s digital “life cycle” …


The 4 P’s of the digital lifecycle

Planning

Assess user needs and collection conditions

Processing

DigitizationOCR, XML

Catalogingand

Metadata

Preservation

Microfilmand digital

preservation

Presentation

Online access to your collection


Planning


Processing


Catalogingand

Metadata

Preservation


preservation

Presentation



Today we’ll hear about:

Planning: Comprehensive help throughout the entire lifecycle.

Processing: Custom, expert digitization, OCR, XML, cataloging and metadata creation.

Preservation: Microfilm and the Digital Archive

Presentation: CONTENTdm and Open WorldCat


Describing OCLC’s integrated solutions are:

Tom Clareson, Global Product Manager, OCLC Digital Planning & Education Services

Debra Spruill, Director, OCLC Preservation Service Centers

Andy Pflaum, Executive Director, OCLC Content Conversion Services

Phil Metzger, Curator of Special Collections, Lehigh University

Taylor Surface, Global Product Manager, OCLC Digital Archive



Planning


Processing


Catalogingand

Metadata

Preservation


preservation

Presentation



Project Foundations: Education & Planning

Importance

Resources

Education

Planning



Importance

Learning standards & best practices in the field

Objective view of current situation

Discover new resources –

Funding

Peer projects

Information


Resources - Education Workshops available via OCLC Networks; Library &

Archival Associations Digital Infrastructure Options Metadata Decisions Project Funding & Grant Proposal Writing Copyright Issues Collection Preservation & Disaster Planning Preserving Digital Materials

National Conferences Copyright Business Planning



Resources – Consulting Project Types Individual Institution Digitization Plan

Development

Regional & Statewide Digitization Collaborative Development

Digital Project Infrastructure Review

Digital Project Evaluation

Preservation Site Surveys

Microfilming Lab Assessment

Statewide Preservation Needs Assessment



Getting Started: Libraries in Action!

Case Studies in Planning & Consulting



Case Study: Rutgers University

Preservation Management Institute

One-day workshop conducted at our Bethlehem, PA facility

The Agenda

Ms. Karen NovickDirector of Professional Development StudiesSchool of Communication, Information and Library StudiesRutgers University

http://www.scils.rutgers.edu/programs/pds/


Case Study: Missouri State Archives

Multi-day, on-site microfilming lab assessment and staff training

Project Outline

Deliverables: Training, assessment report, and revision of the existing Microfilming Guidelines

Ms. Lisa FoxSenior ConservatorMissouri State Archives

http://www.sos.state.mo.us/archives/


Case Study: Regional Digitization Collaborative

Establish Planning Committee

Survey membership on digitization needs

Evaluate Website content

Development of grant program

Development of Re-grant program

Workshop and conference presentations

Establish Advisory Council and Working Groups

Vendor Fair


Case Study: Preservation Site Survey for Individual Institution

Pre-Questionnaire

Survey of

Building condition

Collection condition

Preservation policies

Report with current status & action items

• Presentation to Library Staff, Administration, University Administration, Trustees, and Project Architect



Processing


Preservation


preservation

Presentation



Catalogingand

Metadata

Planning


Processing: Play to Your Strengths!

Libraries’ Strengths:

Collection Assessment

Selection

Determining desired metadata structures

Understanding how they want to present themselves

OCLC Strengths:

Variety of Processing Options

Quality Assurance

Cost Effectiveness


Ways to Play to Your Strengths

Library Backroom:Many Collections!

Inventory

Categorize/Prioritize/Collection Analysis

Processing Preserve Digitize Process

• OCR• XML

Catalog Metadata

TechnicalAdministrativeDescriptive

Access CONTENTdm Open WorldCat


Library Backroom:

Many Collections!

Inventory

Categorize/Prioritize/

Collection Analysis

Processing Preserve

Digitize

Process OCR

XML

Catalog/TechPro

Metadata Technical

Administrative

Descriptive

Library #1


Access CONTENTdm

Open WorldCat


Library Backroom:

Many Collections!

Inventory

Categorize/Prioritize/

Collection Analysis

Processing Preserve

Digitize

Process OCR

XML

Catalog/TechPro

Metadata Technical

Administrative

Descriptive

Library #2


Access CONTENTdm

Open WorldCat


Processing: Variety

Digital Scanning

Direct capture

Scan from film

Derivative File Creation

From TIFF’s to JPEG, PDF, JPEG 2000, etc.

OCR

Metadata Capture and Cataloging

Image Processing for Your DAM or OPAC System

CONTENTdm Processing

Almost 9 million images captured to date!


Processing: Quality Assurance

Dedicated quality assurance procedures and technicians

Photographers, librarians and trained technicians on staff

Special handling for fragile collections

Barcode Tracking of all items

Production Tracking


Processing: Cost Effectiveness

Production staff scan, film or catalog 80-93% of 8-hour day

Equipment is 1/2 to 1/3 the cost per image due to multiple shifts

Production efficiencies: OCLC’s large member base minimizes production down time


Case Study: Outsourcing of Digital Projects at Lehigh University

Elements of a digital project

1. Selection of project

2. Identification and selection of material.

3. Organization and creation of content.

4. Conversion of material

5. Resolution of technical problems.

6. Design of web site.

7. Host software and server.

8. Mounting of material.

9. Publicity.

10. Maintenance of site.


Can outsource processes or intellectual problems.

Every library has a different set of problems based on availability of resources--time and money--and these problems may vary over time.



Outsourced Project #1: Digital Bridges

Design of site, development of Greenstone software.

http://bridges.lib.lehigh.edu/



Outsourced Project #2 - Lehigh Valley Geology

Scanning of several large maps.

http://digital.lib.lehigh.edu/lvgeology/index.html



Outsourced Project #3: Illuminated Manuscripts

Project “outsources” materials to be scanned, and builds in option of outsourcing the scanning.

http://digital.lib.lehigh.edu/manuscripts/



In addition, all our projects make use of software to manage the site, either Greenstone or CONTENTdm, which is provided by a third party, or “outsourced.”

Case Study: Outsourcing of Web Projects at Lehigh University




Preservation


preservation

Presentation


Planning

Processing


Catalogingand

Metadata


Experts in Traditional Film Preservation

Over 75 million frames of film captured

Easy Microfilm ILL with “Dupe on Demand”

Film is Low tech Insurance in a High tech world

Preservation: Microfilm


… and now for the high tech insurance!

Digital Archive


Your digitization project …

Grant funding, limited time

Volumes of files & data

Grad students, volunteers, staff

TIFF, JPEG, GIF, BMP

Where to put those master files?

Web layout

Online!


Time marches on…


Daily operations …

Users request reprints

Servers are replaced

Collection is expanded

An image file is corrupted

Software is upgraded

A hard disk fails

… what happened to those master files?


OCLC Digital Archive…for digital masters

Co-developed with … OCLC Preservation Services

Various digitization projects

Preservation master files

Managed storage & preservation Recovery

Re-use


OCLC Digital Archive

On-site and offsite backups

Ongoing virus and fixity checks

Migration of media on which bits are stored

Disaster recovery

Managed Storage & Preservation


9 US state libraries Arkansas Connecticut Ohio Michigan New Mexico Wisconsin Missouri Montana California

Plus: US G.P.O. Villanova University Lincoln University Cranbury Public Library Columbia University

Current Digital Archive users


Villanova University

The Irish Press – Newspaper

Dedicated to Irish Nationalism

1918 -1922

Preserved

Filmed

Digitized

Archived




Presentation


Planning

Processing


Catalogingand

Metadata

Preservation


preservation


Presentation: Leveraging Your Access with Open WorldCat

OCLC offers unique services to present your digital collections like no one else’s: CONTENTdm and Open WorldCat!


Step 1: The Search!



Step 2: The Search Result!



Step 3: Local image presentation!



http://www.infotoday.com/newsbreaks/nb041115-3.shtml



OCLC’s digital “life cycle” …


Q&A

Documents

OCLC Online Computer Library Center Digitization Lifecycle Solutions: An Integrated Approach ALA Annual 2005