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 OCLC’s digital “life cycle” …

OCLC Online Computer Library Center The 4 P’s of the digital lifecycle Planning Assess user needs and collection conditions Processing Digitization OCR, XML Cataloging and Metadata Preservation Microfilm and digital preservation Presentation Online access to your collection

OCLC Online Computer Library Center Planning Assess user needs and collection conditions Processing Digitization OCR, XML Cataloging and Metadata Preservation Microfilm and 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 Digitization OCR, XML Cataloging and Metadata Preservation Microfilm and 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 Novick Director of Professional Development Studies School of Communication, Information and Library Studies Rutgers University

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 Fox Senior Conservator Missouri State 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 Microfilm and digital preservation Presentation Online access to your collection Digitization OCR, XML Cataloging and 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 Technical Administrative Descriptive 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 % 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. 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. 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. 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 Microfilm and digital preservation Presentation Online access to your collection Planning Processing Digitization OCR, XML Cataloging and 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 … and now for the high tech insurance! Digital Archive

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 Time marches on…

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   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 Digitization OCR, XML Cataloging and Metadata Preservation Microfilm and 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 Presentation: Leveraging Your Access with Open WorldCat

OCLC Online Computer Library Center OCLC’s digital “life cycle” …

OCLC Online Computer Library Center Q & A