1. July 29 and August 11, 2015 How CONTENTdm works: A demonstration Ron Gardner OCLC Digital Services Consultant

2. From…Planning, selection, and digital material processing To… CONTENTdm actions – collection building, metadata / cataloging, web site creation, reporting, and more You and your digital assets… your work with CONTENTdm

3. Creates your own CONTENTdm website—get your digital collections on the Web quickly and easily; is flexible and configurable. Manages all formats—local history archives, maps, newspapers, books, slides, audio and video, i.e., your institutional repository. CONTENTdm

4. Handles the storage, management and delivery of digital collections: scalable, extensible, interoperable. Explore and magnify to discover and share your resources via WorldCat, Google, and other portals. CONTENTdm

5. CONTENTdm components CONTENTdm administration Collection management Field definitions & settings Configure your CONTENTdm website/web pages Server management Authorization settings Approve/index Upload to WorldCat Reports CONTENTdm administration Collection management Field definitions & settings Configure your CONTENTdm website/web pages Server management Authorization settings Approve/index Upload to WorldCat Reports Project clients Metadata/ cataloging Batch processing Web client Project clients Metadata/ cataloging Batch processing Web client YOUR CONTENTdm website

6. Step 1. Staff completes digitization of analog resources; and/or selects born-digital items. Step 2. Administrator sets up CONTENTdm collections (use CONTENTdm templates as base or create your own). Step 3. Staff completes cataloging of digital items via CONTENTdm Project Client. All work is done via the Project Client; related work/project remains on each individual’s PC. Completed work is uploaded to your CONTENTdm web server. Daily work and use of CONTENTdm

7. Step 4. Optional use of CONTENTdm web form for item-by- item processing. Step 5. Administrator has access to all uploaded work from one or more PC’s Project Clients. Reviews any new controlled vocabulary – accepts or modifies – then adds to CONTENTdm database. Runs the indexing. Then the digital items, along with metadata, are now on your CONTENTdm website. Step 6. Administrator configures your CONTENTdm website; and may do additional customization, use of APIs, etc. Daily work and use of CONTENTdm

9. End result. Server  View your results via YOUR CONTENTdm web site. Database administration. Server  Web configuration of YOUR CONTENTdm site. Database administration. Server  Approve & index work from Project Client(s) or Web forms. Finish desktop work. Project Client  Upload items & metadata to the server. Start cataloging. Project Client  Combine cataloging metadata with digital items. Staff use of desktop. Project Client  Project set up to associate with collection. Database administration. Server  Set up your first collection. Using CONTENTdm: The basic steps

10. Database administration. Server  Set up your first collection. http://contentdm.org/help6/server-admin/collections.asp

11. CONTENTdm Administration Add Collection from existing collection

12. https://server15718.contentdm.oclc.org/cgi-bin/admin/editconf.exe?CISODB=/p15718coll21 CONTENTdm Administration Collection Creation of field properties Gardner History Photos

13. CONTENTdm Administration Collection Editing. Collection Controlled Vocabulary set-up.

14. Finish desktop work. Project Client  Upload items and metadata to the server. Start cataloging. Project Client  Combine cataloging metadata with digital items. Staff use of desktop. Project Client  Project set up to associate with collection. http://www.contentdm.org/help6/projectclient/about.asp Using CONTENTdm: The basic steps

15. CONTENTdm Project Client (PC)

16. Adding an Item

17. Adding an Item – Specify the file

18. Adding an Item – Specified Item

19. Adding metadata (cataloging) Grid / Excel- like or Worksheet

20. Managing metadata – Controlled Vocabulary

21. Upload for Approval From Project Client to Server

22. Batch processing decisions and preparation

23. Batch processing – from existing resources converted to CONTENTdm Items (images, PDF’s, etc.) in one folder Metadata (non-Dublin Core) in one file From extant resources

24. Items (images, PDF’s, etc.) in one folder Metadata (non-Dublin Core) in one file From extant resources Folder of all items Tab delimited metadata in one file Export to CONTENTdm Batch processing – from existing resources converted to CONTENTdm

25. Items (images, PDF’s, etc.) in one folder Metadata (non-Dublin Core) in one file From extant resources Folder of all items Tab delimited metadata in one file Export to CONTENTdm Each item from folder Metadata now as Dublin Core Processed via Project Client and now added to CONTENTdm Batch processing – from existing resources converted to CONTENTdm

26. TitleCreatorTopicsDescription Holding institution Date (year) Original material type Local institution identifier Digital version of Rights information other Dates(s)Place(s)Time Period Peopl eDigital file name Chrysanthem ums in the fallRon GardnerFlowersOCLC2013Dublin, Ohio2010 - 2019 Chrysanthemum.j pg Desert photographRon GardnerDesertOCLC2010Unknown2010 - 2019Desert.jpg Garden picture of hydrangeasRon GardnerFlowersOCLC2012 Columbus, Ohio2010 - 2019Hydrangeas.jpg Cuddly KoalaRon GardnerKoalaOCLC2012Australia2010 - 2019Koala.jpg New England LighthouseRon GardnerLighthousesOCLC2011Rhode Island2010 - 2019Lighthouse.jpg Artic penguins at the Columbus ZooRon Gardner Zoo; PenguinsOCLC2013 Columbus, Ohio2010 - 2019Penguins.jpg Tulip Festival in Holland MichiganRon Gardner Flowers; TulipsOCLC2012 Holland, Michigan2010 - 2019Tulips.jpg Batch processing CONTENTdm basics Select project with all images in folder Use Excel. One to one field names from ‘old’ data set to ‘new’ CONTENTdm collection names. ‘Save as’ txt file

27. CONTENTdm batch processing via Project Client

31. Upload for approval.

32. Importing from Tab-Delimited Files From any of your existing work – to move to CONTENTdm batch processing Describes the process of creating a tab-delimited file from extant files & digital items; configuring and cleaning the data; and then adding the files & digital items to CONTENTdm. Items (images, PDF’s, etc.) in one folder Metadata (non-Dublin Core) in one file From extant resources Folder of all items Tab delimited metadata in one file Export to CONTENTdm Each item from folder Metadata now as Dublin Core Processed via Project Client and now added to CONTENTdm

33. Staff use option. Web form  Associated with collection. Using CONTENTdm: The basic steps

34. https://server15718.contentdm.oclc.org/cgi-bin/admin/add.exe?CISODB=/p15718coll21 CONTENTdm – adding item and metadata via web form – one item at a time

35. Database administration. Server  Approve and index work from Project Client(s) or Web form. Using CONTENTdm: The basic steps

36. https://server15718.contentdm.oclc.org/cgi-bin/admin/home.exe?CISODB=/p15718coll21 CONTENTdm approve & index via administration

37. Using CONTENTdm: The basic steps Database administration. Server  Web configuration of your CONTENTdm site. http://cdm15718.contentdm.oclc.org/cdm/ Let’s take a look at the CONTENTdm Demonstration Home page (before):

38. https://cdm15718.contentdm.oclc.org/config/configtool CONTENTdm – your web site configuration

39. Using CONTENTdm: The basic steps The end result. Server  View your results via your CONTENTdm website.

40. http://cdm15718.contentdm.oclc.org/cdm/ Your own digital resources’ and collections’ website

41. Your CONTENTdm work – your results. Your end users’ success in searching and finding and using your CONTENTdm digital collections.

42. You and your digital assets… your work with CONTENTdm http:// www.pacific.edu/Library/Find/Holt- Atherton-Special-Collections.html http://cdm16013.contentdm.oclc.org/ http://cdm15878.contentdm.oclc. org/#nav_top

43. http://cdm16877.contentdm.oclc.org/

44. Final comments, questions and thoughts

45. Evaluate CONTENTdm for 60 days, at no charge https://www.oclc.org/forms/contentdm-eval.en.html https://www.oclc.org/forms/contentdm-eval.en.html Contact us CONTENTdm: Your next steps

46. Thank you!