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CollectionSpace for Museum and Academic Technology Professionals October 29, 2009

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CollectionSpace for Museum and Academic Technology Professionals October 29,

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1 CollectionSpace for Museum and Academic Technology Professionals October 29, 2009

2 Speakers Carl Goodman, Principal Investigator, Museum of the Moving Image Patrick Schmitz, Co-Technical Lead, University of California, Berkeley Dan Sheppard, Co-Technical Lead, University of Cambridge Erin Yu, Interaction Designer, University of Toronto Angela Spinazze, Senior Project Advisor, ATSPIN consulting

3 CollectionSpace is an open-source, web- based software application for the description, management, and dissemination of museum collections information – from artifacts and archival materials to exhibitions and storage.

4 Project Partners Museum of the Moving Image, New York University of California, Berkeley, Information Services and Technology Division University of Cambridge, Centre for Applied Research in Educational Technologies University of Toronto, Adaptive Technology Resource Centre, Fluid Project

5 Funding The Andrew W. Mellon Foundation, Program in Research in Information Technology Program supports the creation of "enterprise" administrative and infrastructural software by means of distributed, collaborative open- source development projects Collaborations with RIT-funded projects ConservationSpace Fluid Engage Ole Project OpenCast Project Bamboo

6 Project Team The CollectionSpace project team is composed of domain experts, designers, architects, and developers from each partner organization. Development teams work in cycles to issue regular software releases.

7 Initial Releases CollectionSpace Release 1.0: Eight core procedures and related functionality covered, including: acquisition, cataloging, loans, vocabulary control, media handling, customization, security, and documentation. Incremental releases for testing and evaluation: 0.2: Released October, 2009. Allows user login, creation of intake records, and auto-fill intake and object identification numbers. 0.3: November, 2009. Includes ID service with choice of sequential identification numbers; vocabulary service, to provide access to controlled lists; and support for acquisition.

8 Implementations MMI, UCB, Walker, more to come S/M/L/XL Different flavors, each made available to the community

9 Open Source Ability to modify, share, refine Can result in better software No vendor lock-in or licensing costs Incorporation of existing OS software

10 Community Source

11 Benefits of Open Source + Structured and coordinated development process Designed WITH user community Reduced total cost of operations Doesnt scare your colleagues

12 Benefits of CollectionSpace Local or hosted Open architecture Standards-based Customizable Configurable roles and permissions

13 CollectionSpace Services Patrick Schmitz University of California, Berkeley Co-Technical Lead, CollectionSpace

14 Dozens of world-class museums and research collections Range from small to very large Cover a very broad set of domains Each has very different model, info needs Varying information around core activities Domain-specific information like stratigraphy Research activities require easy access to CMS data and integration with other systems/apps UCB and CollectionSpace

15 Services underlie the application, manage and provide access to all CMS data SOA ensures clean architecture for CollectionSpace Enterprise standard for integration, reuse Exposes information as Web Services for re-use, enabling mashups and new applications REST-based services easy to use and integrate Services model common entities, and relations, but are extensible to provide a flexible data model for each collection Provide permanent URI for objects for linking, citation, etc. Easy access to data for other applications, research projects, etc. Services, SOA, and the Project

16 Schema model for a customized service deployment Schema Extension Model

17 Example URIs, e.g., for loans, objects associated to one loan, and for a given collection object:{id}/collectionobjects{id} REST payload (XML content) includes core schema information, and your custom extensions Dissemination and publishing tools have easy access to collections data Research applications have access to data without compromising database security or access policies REST Access to CollectionSpace

18 Doing 4 pilot deployments to gain experience PAHMA (Anthro) and a LifeSci collection at UCB MMI and Walker (Cultural Heritage collections) Developing best practices with (ETL) tools for import Building templates for initial domains Schemas and UI templates will be shared back to CollectionSpace Contributions from community ease future deployments Community provides forum for discussion/sharing experience Planning more deployments across a range of domains in 2010 CollectionSpace Pilot Deployments

19 CollectionSpace Application Dan Sheppard University of Cambridge, CARET Co-Technical Lead, CollectionSpace

20 Application Layer Why is it needed? What is it / isnt it? How does it work? Where does it fit?


22 Configuration

23 Plugins and Configuration

24 Plugins and Paths

25 Plugins

26 Application Layer Why is it needed? What is it / isnt it? How does it work? Where does it fit?

27 CollectionSpace User Interface Erin Yu University of Toronto, Fluid Project Interaction Designer, CollectionSpace

28 CollectionSpace UX Goals A holistic product Designed by museums, not technologists Easy to use, but not simplistic Accommodates your workflow & collection Accessible to a wide variety of user needs

29 How Were Making it Easy 2. Simple radio buttons allow users to choose which value of a repeatable field should be considered primary 1. Each information group can be collapsed to decrease screen clutter 1 2 3. Markers in each field denote behavior - whether the field leads to a predictive text or dropdown pulled from a controlled list or authority file 3 5. Data entry screens each include a toolbar at the bottom that simplifies searching and saving 5 6. Links to related procedures, objects, and collections can be created and managed 6 7. An integrated authorities list gives an index to all the authorized terms referenced in this record 7 4. Repeatable fields can be added with a press of a button 4 8. The time stamp for the last save or auto-save is displayed. At any time, changes can be reverted or cancelled 8

30 Highly Configurable Museum collections are diverse CollectionSpace is built to be customized Add new fields Change labels Take things away Skin it for your environment Schema-lessness: no assumptions about data model baked into the user interface

31 Out of the Box Experience

32 Customized Museum Experience

33 A Web-Oriented Architecture No exotic technologies: just the Web HTML, CSS, and JavaScript Familiar and extensible Clean, simple URLs + useful data feeds Built using Fluids Infusion application framework jQuery RESTful APIs and JSON

34 Flexible and Accessible Highly skinnable, even for users Can accommodate diverse user needs Works great with the keyboard Supports other assistive technologies Accessible, but still rich and dynamic!

35 Q+A Angela Spinazze, Moderator

36 Getting Involved We would like to: Learn more about your institutions needs Help you gain support for implementation of CollectionSpace within your organization Build a sustainable community of users and contributors

37 Contact Information Carl Goodman: 718-784-4520 Email the team: Visit the website: Browse the wiki:

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