OCLC Online Computer Library Center
Digitization Lifecycle Solutions: An Integrated Approach
ALA Annual 2005
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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 Online Computer Library Center
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
OCLC Online Computer Library Center
Planning
Assess user needs and collection conditions
Processing
DigitizationOCR, XML
Catalogingand
Metadata
Preservation
Microfilmand digital
preservation
Presentation
Online access to your collection
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
Project Foundations: Education & Planning
Importance
Resources
Education
Planning
OCLC Online Computer Library Center
Project Foundations: Education & Planning
Importance
Learning standards & best practices in the field
Objective view of current situation
Discover new resources –
Funding
Peer projects
Information
OCLC Online Computer Library Center
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
Project Foundations: Education & Planning
OCLC Online Computer Library Center
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
Project Foundations: Education & Planning
OCLC Online Computer Library Center
Getting Started: Libraries in Action!
Case Studies in Planning & Consulting
Project Foundations: Education & Planning
OCLC Online Computer Library Center
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/
OCLC Online Computer Library Center
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/
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
The 4 P’s of the digital lifecycle
Processing
Assess user needs and collection conditions
Preservation
Microfilmand digital
preservation
Presentation
Online access to your collection
DigitizationOCR, XML
Catalogingand
Metadata
Planning
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
Library Backroom:
Many Collections!
Inventory
Categorize/Prioritize/
Collection Analysis
Processing Preserve
Digitize
Process OCR
XML
Catalog/TechPro
Metadata Technical
Administrative
Descriptive
Library #1
Ways to Play to Your Strengths
Access CONTENTdm
Open WorldCat
OCLC Online Computer Library Center
Library Backroom:
Many Collections!
Inventory
Categorize/Prioritize/
Collection Analysis
Processing Preserve
Digitize
Process OCR
XML
Catalog/TechPro
Metadata Technical
Administrative
Descriptive
Library #2
Ways to Play to Your Strengths
Access CONTENTdm
Open WorldCat
OCLC Online Computer Library Center
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!
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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.
OCLC Online Computer Library Center
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.
Case Study: Outsourcing of Digital Projects at Lehigh University
OCLC Online Computer Library Center
Outsourced Project #1: Digital Bridges
Design of site, development of Greenstone software.
http://bridges.lib.lehigh.edu/
Case Study: Outsourcing of Digital Projects at Lehigh University
OCLC Online Computer Library Center
Outsourced Project #2 - Lehigh Valley Geology
Scanning of several large maps.
http://digital.lib.lehigh.edu/lvgeology/index.html
Case Study: Outsourcing of Digital Projects at Lehigh University
OCLC Online Computer Library Center
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/
Case Study: Outsourcing of Digital Projects at Lehigh University
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
The 4 P’s of the digital lifecycle
Assess user needs and collection conditions
Preservation
Microfilmand digital
preservation
Presentation
Online access to your collection
Planning
Processing
DigitizationOCR, XML
Catalogingand
Metadata
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
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!
OCLC Online Computer Library Center
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 Online Computer Library Center
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 Online Computer Library Center
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
OCLC Online Computer Library Center
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
OCLC Online Computer Library Center
Villanova University
The Irish Press – Newspaper
Dedicated to Irish Nationalism
1918 -1922
Preserved
Filmed
Digitized
Archived
OCLC Online Computer Library Center
The 4 P’s of the digital lifecycle
Assess user needs and collection conditions
Presentation
Online access to your collection
Planning
Processing
DigitizationOCR, XML
Catalogingand
Metadata
Preservation
Microfilmand digital
preservation
OCLC Online Computer Library Center
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!
OCLC Online Computer Library Center
Step 1: The Search!
Presentation: Leveraging Your Access with Open WorldCat
OCLC Online Computer Library Center
Step 2: The Search Result!
Presentation: Leveraging Your Access with Open WorldCat
OCLC Online Computer Library Center
Step 3: Local image presentation!
Presentation: Leveraging Your Access with Open WorldCat
OCLC Online Computer Library Center
http://www.infotoday.com/newsbreaks/nb041115-3.shtml
Presentation: Leveraging Your Access with Open WorldCat