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World Digital Library www.wdl.org OSI | WEB SERVICES WDL Partner Meeting “Production Process” Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations Manager [email protected]

World Digital Library OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

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Page 1: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

WDL Partner Meeting“Production Process”

Munich, GermanyNovember 14-15, 2011

Jason Yasner

WDL Operations Manager

[email protected]

Page 2: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Agenda

Brief Overview of WDL Operations High-Level Production Workflow WDL Production Workflow Chart

Overview of each Team Content Description Metadata Translation Development

Accomplishments and Improvements in 2011 Next Priorities for WDL

World Digital Library www.wdl.org

Page 3: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

High-Level Production Workflow

Content Selection Content Transfer Content Processing Cataloging (consistent metadata, descriptions) Translation Publishing

World Digital Library www.wdl.org

Page 4: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICESWorld Digital Library www.wdl.org

Page 5: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

WDL 2 Workflow

World Digital Library www.wdl.org

Page 6: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Content Workflow: Transfer• Transfer to “landing zone” server• Malware & virus scans• “Bag & tag”• Inventory• Transfer to tape backup• Transfer to “work zone” server

• Reconcile records & media• Cursory vetting for obvious problems

• Missing media files• Missing data files/records• Corruption issues

• Cataloging/Translation derivatives• Starter kit prep - item level tracking• Load to catalog or pre-translation

Content Workflow: Triage

World Digital Library www.wdl.org

Page 7: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Content Workflow: Object Building• Quality review• Media adjustments as needed (cropping, etc.)• Color management/sRGB conversion• Create master reference image• Object building

• WDL directory structure• Add image header information• Handle registration• Reference image derivatives• PDFs

Content Workflow: Validation• Run script that checks for missing parts & server permissions issues• Final media validation (JHOVE based tool)• Link items to dev team server area• Update inventory system

World Digital Library www.wdl.org

Page 8: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Description ProcessWDL Description team:• Professors, scholars, researchers, and other field experts• Editors • Description Coordinator• Partner Reviewers

Function:• To produce a summary that explains each item and highlights its significance• To illuminate the material in a way that is accurate, succinct, and engaging, working with

information provided by partners, subject specialists, and other authoritative resources

Process:Pre-description: determine and execute the appropriate course of action for the writing and

editing processes, i.e.:– how to improve existing descriptions provided by partners – pinpoint the appropriate expert to write descriptions, if they are not provided

Writing: supplement pre-existing descriptions or produce original onesEditing: substantive edit and copy-editPartner Review: evaluation of WDL-edited descriptions by partner institutionFinalizing: final approval before description is sent to Metadata team

World Digital Library www.wdl.org

Page 9: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Metadata Process Original metadata creation

• Edit English title, read and check the description• Find or verify names in VIAF• Verify publication date and language used in the material• Verify place names in TGN• Assign appropriate topics and additional subjects• Clean “Notes” and “Physical Description” fields• Add collection title if needed

Metadata review • Review each field to make sure there are no errors• Verify the names, DDC, and subjects, etc.

Batch metadata creation • Analyze metadata to develop strategy and workflow• Create metadata mapping and decide output format• Create or/and verify generic information, names, places, DDC, and subjects, etc. • Develop and create macros and scripts• Process metadata in batch using various tools• Final review of the metadata in Metadata Management App

World Digital Library www.wdl.org

Page 10: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Translation and Language Management

Linguistic team• Three translation vendors who share our six languages (FR, ES, PT, AR,

RU, ZH)• One reviewer per language

Translation process• Pre-translation when content is submitted to us in a language other than

English• Translation into six languages, using translation management systems such

as CAT tools• In-context review and quality control on our staging website

Related work• Terminology and style management (glossaries and style guides)• Query management (direct access to content writers and subject matter

experts)• Feedback loop management between subject matter experts, translators

and reviewers

World Digital Library www.wdl.org

Page 11: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Development Process

• Ongoing supportive role of entire production process• Ongoing maintenance and scaling of website• Building tools for content and metadata management• Troubleshooting

World Digital Library www.wdl.org

Page 12: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

• January 2011: 1,350 items online• Comprising 98,278 images

• November 14, 2011: 4,049 items online• Comprising approx. 212,000 images• 200% increase since January 1, 2011

• End of 2011: Expected approx. 4,600 items online• Additional 600-700 items scheduled for release

• Early 2012: Expected approx. 6,000 items online• Satisfy medium-term goal in WDL Business Plan• 344% increase since January 1, 2011

Accomplishments and Improvements in 2011

World Digital Library www.wdl.org

Page 13: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

• Staffing and Organization• Dedicated Operations Manager to oversee entire process • Dedicated leads for each of the five teams (Content, Description, Metadata, Translation, and Development)

• New Metadata Management Application• Code-named “Cupcake”• Improved metadata creation and maintenance• Currently, also supports Translation and Quality Review processes

• WDL 2• Overhaul of code for better management and optimization• Into the cloud…• Better user experience worldwide

• Continuous Process Improvement • Project Management, standards and best practices• Efficiency, reliability, and timeliness

Accomplishments and Improvements in 2011

World Digital Library www.wdl.org

Page 14: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

• Increase Partner Collaboration• Enable more Self-Service via online tools to:

• Increase online content transfers• Track transfers with inventory integration• Improve content processing and validation• Allow Partner access and review of descriptions, metadata, and translations

• Get more people in the process where needed

• Improve Detailed Standards and Guidelines• http://project.wdl.org• Content guidelines (digitization, file-naming, object structure)• Metadata guidelines (mapping from MARC, MODS, Dublin Core)

• Improve Integration with Authority Files• Metadata controlled vocabularies, authority files• Translation controlled vocabularies, authority files

Next Priorities for WDL

World Digital Library www.wdl.org

Page 15: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

• Improve User Interface (UI) and User Experience (UX)• WDL 2 is a starting point• Richer user interface and experience• Full-Text Search (FTS)• Enhanced Web 2.0 Sharing features

• Capacity Building• Continue support of digitization centers in Egypt, Uganda, and Iraq• Plan meetings and training workshops• First workshop scheduled in Doha, Qatar, in February 2012

• Continuous Process Improvement• Project Management, standards and best practices• Increase efficiency, predictability, reliability, and timeliness of production

process

Next Priorities for WDL

World Digital Library www.wdl.org

Page 16: World Digital Library  OSI | WEB SERVICES WDL Partner Meeting Production Process Munich, Germany November 14-15, 2011 Jason Yasner WDL Operations

World Digital Library www.wdl.org OSI | WEB SERVICES

Questions?

Jason YasnerWDL Operations Manager

[email protected]

World Digital Library www.wdl.org