1. Introduction to DigiTool Version 3.0

2. 2 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor (Meditor) DigiTool Resource Discovery DigiTool Collection Management

3. Introduction to DigiTool Version 3.0 3 DigiTool is an enterprise solution for the management of digital assets in libraries and academic environments. What is DigiTool?

4. Introduction to DigiTool Version 3.0 4 Modular, flexible, open architecture addresses current and future requirements of: Institutional Repositories ThesesResearch Papers Committee Reports Educational Materials Special Collections E-reserves, and Licensed Collections National Heritage Collections What is DigiTool?

5. Introduction to DigiTool Version 3.0 5 DigiTool enables institutions to create, manage, preserve, locally administered digital collections … What Does DigiTool Do?

6. Introduction to DigiTool Version 3.0 6 … and empowers end users in exploring the digital collections and accessing digital content.

7. Introduction to DigiTool Version 3.0 7 Deposit Approval Search & Index Dispatcher & Viewers Single & Bulk Web Services DigiTool Modules

8. Introduction to DigiTool Version 3.0 8 Harvester Indexer Metadata Editor PC Application PC Server Resource Discovery Server Web-based Resource Discovery Indexes Oracle Objects Storage J2EE AP Repository Metadata Oracle J2EE AP Web-based Ingest J2EE AP Web-based Deposit X-Server, OAI, Z39.50 J2EE AP Web-based Collection Management J2EE AP Web-based Delivery Viewers J2EE AP Dispatcher System Components – Technology

9. Introduction to DigiTool Version 3.0 9 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

10. Introduction to DigiTool Version 3.0 10 Repository Main characteristics: Responsible for storage and management of objects. Stand-alone component with a standard API (Web Services). File storage: local (NFS), remote (URL). Local storage is controlled by storage rules. Metadata storage in “XML boxes” based on the metadata type (e.g., descriptive, technical). Decomposition of compound objects (e.g., METS) to facilitate long term preservation.

11. Introduction to DigiTool Version 3.0 11 Title: Spring Creator: Jones, John Subject: Scenery Subject: Flowers Subject: Seasons Description: Kids in a flowering field Descriptive Metadata File stream Rights holder: Contact address: Permission type: Display Software environments : Installation requirements : Access facilitators: Process type: Migration Process purpose: Format obsolete File name: spring981182.jpg File size: 780KB File type: Image Mime Type: image/jpeg Checksum: 9811821243567643 Administrative Metadata Technical Preservation Rights

12. Introduction to DigiTool Version 3.0 12 OBJECT PID Technical NISO File Preservation Descriptive DC Descriptive MARC Persistent ID Simple Object Representation Metadata records can be shared between objects.

13. Introduction to DigiTool Version 3.0 13 Metadata Linking – Detail PID 1001 MID 10 MID 11 MID 12 PID 1002 MID 11 is shared by 2 Digital Entities PID 1001/1002 Metadata is associated with a digital entity, but not exclusively. Multiple digital entities can “point” to the same metadata, on a metadata-by-metadata basis.

14. Introduction to DigiTool Version 3.0 14 Storage Management Storage Groups determine the storage type, i.e., location root and folder break. Storage Rules determine to which Storage Group a certain object is directed. Storage rules can be based on ingest application, preservation level, administrative unit, file size, MIME type, or a combination of these elements. Storage Groups and Storage Rules are controlled by the repository administrator.

15. Introduction to DigiTool Version 3.0 15 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

16. Introduction to DigiTool Version 3.0 16 Deposit Module of learning objects by instructors. Designed to support the acceptance of digital object deposits: of scholarly work from students/professors (e.g., theses, dissertations, etc.). of special collections by non- staff users (e.g., student, faculty members, outsource ) as part of collection creation.

17. Introduction to DigiTool Version 3.0 17 Deposit Module Approver – serves approvers for the review of the deposits Consists of three main user interfaces: Deposit – serves depositors for the deposit of objects Management – allows the configuration of the deposit workflow, depositor and approver profiles and groups Deposits are ingested into the Repository only after approval Ingest into the Repository can be: Automatic when a deposit is approved Via the Ingest module where pre ingest tasks can be further defined

18. Introduction to DigiTool Version 3.0 18 Deposit Module – Main Features Manages depositor profiles Assigns material types to depositors Controls number of deposits Assigns depositor to approver Special descriptive forms for each material type Imposes submission rules per material type (i.e., up to a certain size, only certain formats) Status-driven deposit management Special deposit workflows (wizard) for different material types:

19. Introduction to DigiTool Version 3.0 19 Depositor Interface

20. Introduction to DigiTool Version 3.0 20 New Deposit Activity

21. Introduction to DigiTool Version 3.0 21 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

22. Introduction to DigiTool Version 3.0 22 Two main functions: Creation and submission of new ingest activities – bulk and individual Ingest Module Monitoring of ingest status (scheduled, running success etc.) Ingest activities can be initiated directly from the Ingest application or by pre-defined for automatic ingest via the Deposit Module

23. Introduction to DigiTool Version 3.0 23 Ingest Main Functions

24. Introduction to DigiTool Version 3.0 24 One loader, multi transformers Ingest Architecture Transformer – take objects and/or metadata as input, and transform it to the Repository digital entity representation. Ingest activity is a workflow that combines a certain transforming process with pre-ingest tasks, and is followed by the generic loader. All loads (including batch) are processed as individual digital entities to control loading errors.

25. Introduction to DigiTool Version 3.0 25 Ingest Activity A typical workflow for submission of Ingest activity: 1. Enter activity name and schedule time for running, select type of transformer and determine the background tasks to run as part of the ingest activity. 2. Order/Select background tasks into a task chain 4. Point to location of files or upload files 5. Submit 3. Select Digital Entity template and select/verify background task parameters

26. Introduction to DigiTool Version 3.0 26 Ingest Activity – File upload

27. Introduction to DigiTool Version 3.0 27 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

28. Introduction to DigiTool Version 3.0 28 Meditor - Metadata Editor Descriptive Metadata MARC Technical metadata The metadata editor in version 3.0 supports editing of the following metadata types: Dublin Core (Dublin XML) Image - NISO Z39.87 for still images (MIX) Text – textmd (NYU - METS-Extension) Audio - Audio Technical Metadata (LOC AMD) Video - Video Technical Metadata (LOC VMD) Preservation metadata – Based on PREMIS Rights metadata (EXL) Ability to add local fields to all metadata types Object History metadata – Based on PREMIS

29. Introduction to DigiTool Version 3.0 29 Metadata Editor — Main Features Templates (local and server) A client application that provides tools for the effective management of metadata: Tag-information Allows viewing of object while cataloging Allows browsing between objects, based on relationships Controlling rights (ownership) to the level of metadata type Controlling editing rights and record editing history

30. Introduction to DigiTool Version 3.0 30 Metadata Editor: Screen Layout

31. Introduction to DigiTool Version 3.0 31 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

32. Introduction to DigiTool Version 3.0 32 Resource Discovery – Main Features Collection Management and Personal Collections The new delivery system with four new viewers Flexible indexes that allow: Inclusion of objects with different descriptive formats (e.g., MARC, DC) in the same index. Creation of one index for objects owned by different administrative units (i.e., Union Catalog). Recomposition of compound objects (all manifestations or all pages of a book joined in one result).

33. Introduction to DigiTool Version 3.0 33 Resource Discovery Interface Persistent Toolbar Search Collection Exploration

34. Introduction to DigiTool Version 3.0 34 Resource Discovery: Main Components Simple Search: search functionality targeted for novice users Advanced Search: search functionality targeted for more experienced users Collection exploration Object Viewing User Registration My Space: management of personal data

35. Introduction to DigiTool Version 3.0 35 Simple Search Options The Simple Search is the most basic form of searching DigiTool, carried out as a word search in all fields of the resource. There are several possible ways to conduct a simple search:

36. Introduction to DigiTool Version 3.0 36 Advanced Search Options An array of options to perform complex keyword searches. Search of several indexes simultaneously, indicating terms relations by Boolean operators and limiting a search by media type or file format. Search in XML tags.

37. Introduction to DigiTool Version 3.0 37 Manifestations The manifestation list is available from the brief view search results screen by clicking the thumbnail (or ellipsis) and from the full view search results screen.

38. Introduction to DigiTool Version 3.0 38 Delivery DigiTool provides out-of-the-box viewers for: Single objects Multi-page objects (METS) EAD objects e-Shelf viewer Text viewer

39. Introduction to DigiTool Version 3.0 39 Viewing Objects Side by Side

40. Introduction to DigiTool Version 3.0 40 Viewing Compound Objects - METS

41. Introduction to DigiTool Version 3.0 41 Viewing Compound Objects – EAD

42. Introduction to DigiTool Version 3.0 42 Personal Collection Designed to support instructional/educational activities. Approved users, such as professors or instructors, can load objects in their e-Shelf and arrange them in a folder structure, together with objects from the main repository. Users can share their personal collections with other users (e.g., students) by publishing the collection and receiving a unique URL. Shared collection can be linked via a simple URL, and easily embedded in CMS/VLE systems.

43. Introduction to DigiTool Version 3.0 43 About Version 3.0 DigiTool Repository DigiTool Deposit DigiTool Ingest DigiTool Metadata Editor DigiTool Resource Discovery DigiTool Collection Management

44. Introduction to DigiTool Version 3.0 44 Collection Management Module The institution can arrange objects in a hierarchical collection structure. Staff members use a dedicated web-based interface for creation, management, and publishing of collections. A collection record can point either to a child collection of records (e.g., Art, Paintings) or can include pointers to specific objects or group of objects. Each collection record can include title, description, and thumbnail. Each object can be part of more than one collection.

45. Introduction to DigiTool Version 3.0 45 A collection can be defined with a search command (i.e., logical) or a list of Object PID’s (itemized) Logical vs. Itemized A logical collection demands “instantiating” the search command to derive an actual list of objects The end result of the 2 collection types is a list of records, defined under Collection Management by search query or a list of Object PIDs.

46. Introduction to DigiTool Version 3.0 46 Collection Management User Interface

47. Introduction to DigiTool Version 3.0 47 Collections in Results View

48. Introduction to DigiTool Version 3.0 48 Navigating by Module http://hostname:port/main

49. Introduction to DigiTool Version 3.0 49 Navigating by Module Meditor – Launch Bar

50. Introduction to DigiTool Version 3.0 50 Databases/Units in DigiTool Three types of units exist: 2. Silo Unit is a database that holds the data and configuration for the Web-based Resource Discovery e.g. GEN01 1. Admin Unit is a database that controls the work activity of cataloging, deposit, ingest, etc. for that specific unit only. e.g. DTL01, DTL02 3. System Unit is a database that controls system- related activities such as users, repository, storage and cache e.g. DAT01, REP00, EXT01, VIR01

51. Introduction to DigiTool Version 3.0 51 It is a single institutional repository for consortia or multi-branch academic institutions. Each unit manages and controls its collections within the common repository. Patrons search all of the collections via a single resource-discovery interface. Support for Multi-Administrative Units

52. Introduction to DigiTool Version 3.0 52 www.exlibrisgroup.com Thank you!