1. OCLC Online Computer Library Center CONTENTdm Developers Meeting ALA Midwinter Meeting Seattle, WA January 19 th, 2007 Claire Cocco, Product Manager Joe Tavares, Consulting Software Engineer Craig Yamashita, Director of Product Technology

2. OCLC Online Computer Library Center Agenda 1. Multiple Compound Object Wizard 2. CONTENTdm API 3. Collection Customization 4. Discussion and Questions

3. OCLC Online Computer Library Center Meeting Goals  Share Knowledge  Share Ideas

4. OCLC Online Computer Library Center Using the Multiple Compound Object Wizard – Tips & Tricks  How to choose a wizard  Metadata entry  OCR Joe Tavares Consulting Software Engineer tavaresj@oclc.org Joe Tavares Consulting Software Engineer tavaresj@oclc.org

5. OCLC Online Computer Library Center Importing into the MCOW  Four different wizards to import data  Single Compound Object  Directory Structure  Object List  Job List

6. OCLC Online Computer Library Center Which Wizard Do I Use? Compound Object A small number of Compound Objects A large number of Compound Objects Unique item level metadata Single Compound Object Directory Structure No unique item Level metadata Objects in single list Object List Other Directory Structure Object List

7. OCLC Online Computer Library Center Formatting Data  The last field in the tab-delimited file should contain the filename  The directory structure supports just compound object level metadata and page level metadata. The filename of the tab-delimited file must be the same as the folder name

8. OCLC Online Computer Library Center Adding Administrative Data using the Template Creator  Add administrative metadata using the Template Creator  Applied only to page not to compound object  Options include  Default Text  Username  Checksum  Image Properties  Batch Number

9. OCLC Online Computer Library Center Common Errors in Tab-Delimited Files  File does not exist  Most common error we see in support  Filenames not paths  Extra tabs or carriage returns  Incorrect date formats  Carriage returns in metadata and last field is not filename field  Unicode is not supported in tab-delimited files, yet! Use windows code pages for diacritics

10. OCLC Online Computer Library Center Tips for Mapping Fields  If the fields in the tab-delimited file are in the same order as the collection fields the fields will be mapped correctly by default.  Add blank fields to tab-delimited file to make sure fields line up.  All tab-delimited files used in a single batch must have same fields.

11. OCLC Online Computer Library Center OCR  OCR is most time consuming process  Methods to improve throughput  Fast Mode  De-skewed images  Quality source material  Use shared drive or manual upload method in order to maximize Acquisition Station time spent on OCR

12. OCLC Online Computer Library Center Multiple Compound Object Wizard  Questions  Current Projects

13. OCLC Online Computer Library Center CONTENTdm API  What is it?  How can it be used? Craig Yamashita Director of Product Technology Craig Yamashita Director of Product Technology

14. OCLC Online Computer Library Center PHP API  PHP  A widely used general purpose scripting language suited for Web development  CONTENTdm supports PHP versions 4.3.x, 5.0.x, 5.1.x  Current version of PHP is 5.2.0 (Nov 2006)  CONTENTdm libraries for PHP 5.2.x are now in testing  Available soon  Download from the User Support Center

15. OCLC Online Computer Library Center PHP API  Web Interface API  CONTENTdm 4 implements a well-defined API (Application Programming Interface) of callable PHP functions  Facilitates the building of custom interfaces  Default CONTENTdm Web interface is built on top of this API

16. OCLC Online Computer Library Center PHP API  API Calls  List of collections  Collection settings  Collection field properties  Query  Image properties  Item metadata  Favorites

17. OCLC Online Computer Library Center PHP API  PHP API Examples  dmGetCollectionList() – returns PHP array of collections available on the Server  dmGetCollectionFieldInfo() – returns array of collection field properties  dmGetItemInfo() – returns XML containing the metadata for the specified item  dmQuery() – returns array of search results for the specified query

18. OCLC Online Computer Library Center PHP API  PHP Scripting Example  Print out names of all collections on the Server  <?php  include("DMSystem.php");  $list = &dmGetCollectionList();  print("Collections: \n");  for ($i = 0; $i < count($list); $i++) {  print("{$list[$i]["name"]} \n");  }  ?>

19. OCLC Online Computer Library Center PHP API  Sample Interface Session  Call is made to dmGetCollectionList() to return the names and properties of the collections on the Server.  Single collection is selected for search by fields. Call is made to dmGetCollectionFieldInfo() to retrieve the field names and properties. Search page is displayed.  Text query is performed by calling dmQuery() and results are shown. 

20. OCLC Online Computer Library Center PHP API  Sample Interface Session (continued)  Item selected from results. Call is made to dmGetItemInfo() to retrieve the metadata associated with the item.  Item viewer page is presented. 

21. OCLC Online Computer Library Center PHP API  Potential Applications  Non-traditional search/navigation interface  Viewers for exotic file types  Audio  Video  Interface extensions 

22. OCLC Online Computer Library Center PHP API  API Changes for CONTENTdm Version 4.2  Support for new default parameters for new compound object viewer “menu off” mode  Support for alternate language Dublin Core field names 

23. OCLC Online Computer Library Center CONTENTdm PHP API  Questions  Current Projects

24. OCLC Online Computer Library Center Collection Customization  New options in Version 4.2  Scripted method  Duplication method Claire Cocco Product Manager Claire Cocco Product Manager

25. OCLC Online Computer Library Center Collection Customization  Two methods for customizing interfaces for individual collections  Scripted method is now in default templates  Duplication method

26. OCLC Online Computer Library Center Collection Customization  Scripted method  Now included in default templates  Pass CISOROOT variable in URL  Looks for custom files with matching alias  Copy file and rename:  STY_global_style.php to STY_alias_style.php  global_header.php to alias_header.php  Apply custom changes  Style, header, menu, index and footer files

27. OCLC Online Computer Library Center Collection Customization  Duplication method  Copy the cdm4 directory and rename  /cdm-alias  Remove the admin, cqr, and msoffice folders  Customize files in new folder  Style, localization, header, footer, menu files  Changes do not affect files in /cdm4 or other directories

28. OCLC Online Computer Library Center Collection Customization  Configure search and browse for customized collections  STY_global_style.php  Edit variable to change functionality  All – searches all collections, collection list displayed  None – searches current collection, collection list suppressed  Alias list – searches specified collections, collection list suppressed

29. OCLC Online Computer Library Center Collection Customization  Search and browse differences  Duplication method  Browse - will remain in current custom collection interface when browse other collections  Search - will remain in current custom collection interface when search all collections or a different collection  Scripted method  Browse - will switch to custom interface for selected collection (if exists) when browse other collections  Search - will return to default interface if multiple collections are searched; will switch to custom interface for selected collection (if exists) when search a single collection

30. OCLC Online Computer Library Center Collection Customization  Demo site http://custom.contentdmdemo.com http://custom.contentdmdemo.com  Finalizing demo and documentation  Available on USC when completed

31. OCLC Online Computer Library Center Collection Customization  Which method should you use?  Two options provide choice  Use what works best for you  Recommend selecting one of the other for implementation  Duplication method is more contained  Good choice for consortia projects – each organization can have own directory  Requires duplication of files – maintenance and upgrade considerations

32. OCLC Online Computer Library Center Collection Customization  Questions  Current Projects

33. OCLC Online Computer Library Center Discussion  If you were a CONTENTdm developer for a day…  What would you change?  What would you add?

34. OCLC Online Computer Library Center Additional Questions  Specific questions  Craig  Joe  Claire  Make appointments

35. OCLC Online Computer Library Center Developers Meeting  Thank you!  Please fill out a survey before you leave.