1. OCLC Online Computer Library Center CONTENTdm Migration Training Craig Yamashita Vice President, Technology and Product Development DiMeMa, Inc. July 2005

2. OCLC Online Computer Library Center CONTENTdm 4 Available Now

3. OCLC Online Computer Library Center Agenda CONTENTdm 4 New Features Migration to CONTENTdm 4 Implementation Tips Questions

4. OCLC Online Computer Library Center CONTENTdm 4 New Features New User Interface (PHP)

5. OCLC Online Computer Library Center CONTENTdm 4 New Features New User Interface (PHP)  Proximity searching  Sort/reverse sort, 5 fields  Hierarchical results view  Image viewer enhancements (rotate, clip)  Improved results navigation  Previous/next result from viewer interface

6. OCLC Online Computer Library Center CONTENTdm 4 New Features Item Level Security  Apply access control at the item and/or collection level  By login  By IP address  Option to restrict the file and allow access to the metadata

7. OCLC Online Computer Library Center CONTENTdm 4 New Features Item Level Security

8. OCLC Online Computer Library Center CONTENTdm 4 New Features Acquisition Station Enhancements  Import multiple compound objects at once

9. OCLC Online Computer Library Center CONTENTdm 4 New Features Acquisition Station Enhancements  Spell check  Find and replace  Compound object preview  OCR Extension  Integrated ABBYY FineReader

10. OCLC Online Computer Library Center CONTENTdm 4 New Features New Administration Web Interface  Organization, navigation

11. OCLC Online Computer Library Center CONTENTdm 4 New Features Administration Upgrades  New granular administration rights  Web-based editor  Subset operations  Delete  Export  Compound object editing/creation  No plugins required  Java applets discontinued  Works from any browser (PC, Mac)

12. OCLC Online Computer Library Center CONTENTdm 4 New Features Administration Upgrades  New merge collection function  New XML export mode facilitates output to XML standard formats (e.g., METS)

13. OCLC Online Computer Library Center CONTENTdm 4 New Features FTP Enhancements  Secure FTP  Passive FTP

14. OCLC Online Computer Library Center CONTENTdm 4 New Features Automatic PDF text extraction Support for EAD finding aids  Text automatically extracted for searching Increased capacity  Number of collections per server doubled to 200  Field size increased to 128,000

15. OCLC Online Computer Library Center CONTENTdm 4 New Features Complete feature list  Available from the CONTENTdm User Support Center http://contentdm.com/USC/cdm4features.pdf

16. OCLC Online Computer Library Center Migration to CONTENTdm 4 Migration Overview  Download Version 4 update  Install server software update  Convert collections to new format  Set user permissions  Install Acquisition Station update  Migrate Web pages

17. OCLC Online Computer Library Center Migration to CONTENTdm 4 Download Version 4 Update  Available for download from the CONTENTdm User Support Center http://contentdm.com/USC

18. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Software Update  Two methods  Install new server, migrate data (default Windows)  Update server in place (default Unix)

19. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Windows  InstallShield creates new IIS Web site and makes all required settings

20. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Windows  New Server is installed on nonstandard port

21. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Windows  Second IIS Web site runs CONTENTdm 4 server  Server port is changed to port 80 when migration is completed

22. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Windows  Can also install new CONTENTdm 4 server on new hardware  If you are planning a server hardware upgrade, now is an opportune time  Use the tools in the CONTENTdm 4 distribution to migrate your data

23. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Windows  During installation, new Windows group named CONTENTdm Administrators is created and set up for administration  When granting privileges to new users in CONTENTdm, the user accounts are automatically added to this group

24. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update – Unix (default)  Files are updated in place on the current Version 3.X Server  Existing Apache user permissions are maintained

25. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update – Unix (alternate)  Install new Apache server on nonstandard port (or new hardware)  Install new CONTENTdm 4 server  Server port changed to 80 after migration is completed  Requires full installation kit not available for download  Request CD-ROM from CONTENTdm Office (support@dimema.com)

26. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Server Update - Unix  Install PHP 4.3.X on your Apache server  From your distribution media  Download and build  www.apache.org www.apache.org  www.php.net www.php.net

27. OCLC Online Computer Library Center Migration to CONTENTdm 4 Convert Collections to New Format  Windows: Use CDM4Migrate.exe tool  Unix: Use /cgi-bin/admin/convert4.exe  If you have the disk space, make a copy of your collections on the Version 4 Server and convert the copy  If you have large collections, use the convert4cmd command line script found in the server bin directory

28. OCLC Online Computer Library Center Migration to CONTENTdm 4 Convert Collections to New Format  Version 4 collection format has minimal changes from Version 3  New permissions file index/etc/priv.txt  Changes to index/description/desc.all and offset.ind  New compound object extension (.cpd) and file format  Old Version 3 files are backed up  Metadata files desc.all and offset.ind are saved in index/description/old as desc.all.v3 and offset.ind.v3  Compound object.xml files are left in the image directory

29. OCLC Online Computer Library Center Migration to CONTENTdm 4 Set User Permissions  Version 4 contains more granular user rights  Server rights  Add collections  Delete collections  Administer user permissions

30. OCLC Online Computer Library Center Migration to CONTENTdm 4 Set User Permissions  Collection rights  Approve items, build indexes  Edit metadata  Set access rights  Delete items  Configure settings/field properties  Run reports/export records

31. OCLC Online Computer Library Center Migration to CONTENTdm 4 Set User Permissions

32. OCLC Online Computer Library Center Migration to CONTENTdm 4 Set User Permissions

33. OCLC Online Computer Library Center Migration to CONTENTdm 4 Set User Permissions

34. OCLC Online Computer Library Center Migration to CONTENTdm 4 Install Acquisition Station Update  Version 3.X Acquisition Station is not compatible with Version 4  Acquisition Station upgrade should be coordinated with server upgrade  Simple InstallShield upgrade  Existing project settings are maintained

35. OCLC Online Computer Library Center Migration to CONTENTdm 4 Migrate Web Pages  Version 4 contains new PHP-based interface  Many new user interface enhancements

36. OCLC Online Computer Library Center Migration to CONTENTdm 4 PHP  A widely used general purpose scripting language suited for Web development

37. OCLC Online Computer Library Center Migration to CONTENTdm 4 PHP API  CONTENTdm 4 implements a well-defined API (Application Programming Interface) of callable PHP functions  Much easier to customize than the Version 3.X Javascript interface  Facilitates the building of custom interfaces

38. OCLC Online Computer Library Center Migration to CONTENTdm 4 PHP API Examples  dmGetCollectionList() – returns PHP array of collections available on the Server  dmGetCollectionFieldInfo() – returns array of collection field properties  dmGetItemInfo() – returns array containing the metadata for the specified item  dmQuery() – returns array of search results for the specified query

39. OCLC Online Computer Library Center Migration to CONTENTdm 4 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"); } ?>

40. OCLC Online Computer Library Center Migration to CONTENTdm 4 Migrate Web Pages  The Version 3.X Web interface is backwards compatible with Version 4  Existing custom pages built using Version 3.X CQR (Custom Queries and Results) will appear and function the same  The new user interface features are not available from the Version 3.X interface

41. OCLC Online Computer Library Center Migration to CONTENTdm 4 Migrate Web Pages  New Version 4 interface is stored completely under the /cdm4 directory in the Web root and is completely isolated from the Version 3.X interface  Easy to keep the two interfaces separated

42. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Take advantage of the new granular security  Version 3.X CONTENTdm Manager functionality is built in to the administration Web interface in Version 4  Non-sysadmin can add collections  Non-sysadmin can administer user rights

43. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Take advantage of the new granular security

44. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Take advantage of the new granular security

45. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Take advantage of the new granular security  Version 4 Web administration interface opens door to non-Acquisition Station user  Web-based editor facilitates remote metadata updates  Can add item to pending queue directly from Web interface

46. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Take advantage of the new granular security

47. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Don’t store your collections in the Web root  Version 4 implements access control for item level security  API protects restricted items for access by authorized users only  Move collections outside of the Web space for maximum security

48. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Use the new compound object import wizards  Automates much of the process  Load batches of documents for efficiency  Big improvement over the original compound object editor that is discontinued with Version 4

49. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Customize your Web interface  Greatly simplified in Version 4  Easy to edit templates to control display

50. OCLC Online Computer Library Center CONTENTdm 4 Implementation Tips Make use of item level security  Restrict access to protected materials  Hide items that are not ready/approved

51. OCLC Online Computer Library Center More Information CONTENTdm technical support  support@dimema.com  1-877-797-0887

52. OCLC Online Computer Library Center More Information CONTENTdm Web Site  Download Version 4 upgrade  More details on Version 4 http://contentdm.com