Hoarding, Searching and Effective DAM with Extensis Portfolio Server
Example handouts from MW2011 Extensis DAM Forum
Transcript of Example handouts from MW2011 Extensis DAM Forum
Portland Art Museum DAM Schema
MIMSY Related Custom Fields
o Accession number o Title o Artist o Artist Nationality o Artist Life Dates o Date o Curatorial Department o Collection o Object Type o Credit Line o Copyright Statement o Copyright Instructions
Other Custom Fields
o Department o Copyright Status o Archival Storage Disc o Archival Storage Location o Event(s) o Exhibition(s) o Professional Photograph o Program(s) o Project(s) o Resource Type o Digital image o View Type o IPTC Copyright o IPTC Copyright Status
Metadata Planning Tool
Field Name Description Type Priority Single/Multiple Vocabulary ValuesKeywords Keyword search terms Text Crucial Multiple UnrestrictedDescription Who, what, when, where, and why information Text Block Crucial Single UnrestrictedApproved Is the asset approved for external distribution? Text Crucial Single Controlled Yes
NoExpiration Date Asset may no longer be distributed after expiration date Date/Time Crucial Single UnrestrictedPeople Names of people in photos Text Nice to have Multiple Hybrid John Doe
Davin KluttzMarisela AlzuhnEdward Smith
Rating Rating of asset from 1 (worst) to 5 (best) Number Nice to have Single Controlled 12345
Stock Photo Price Price of stock photo asset Decimal Negligible Single UnrestrictedStock Photo Website Website URL of stock photo source URL Negligible Single Unrestricted
PORTFOLIOUploading/Downloading Instructions
In an effort to help standardize and streamline the centralization of our digital assets, you need to follow the guidelines below before uploading images to the Portfolio server.
1. File names – Keep names short and use underscores for spaces. Always include the file (.jpg). Never use uncommon characters like /, \, or ~ as it may create conflicts. Include photographer initials before file number. Examples: JobFair_PR6723, EXPO_CL4673, Gallery_NLV4928
2. File formats – Always save your work in the jpg format with maximum quality.
3. File resolution – 300dpi (absolutely NO interpolation, we need quality, not quantity).
4. Minimum file size – 4” x 6” (1200ppi x 1800ppi) at 300 dpi *Note: 4” x 6” at 300 dpi = 16” x 25” at 72 dpi
5. File mode – RGB
6. Folder Categories – We have standardized the folder categories at the root level of the Portfolio server and ask you to be descriptive, but concise, when creating sub-folder categories, as this is one way Portfolio generates keywords. Example: Event_Name_090209pr, i.e. Board_Meeting_090217pr, Job_Fair_090116cl
7. Edit – Please edit your work before uploading. This will minimize the amount of storage space needed, enhance consistency and promote quality, since only the best of the selection gets exposed.
8. Metadata – There are two options on how to get your metadata embedded in your images: Using Portfolio - This is the recommended option to assure consistency and is done once the images are cataloged in Portfolio. Using third party software - You may use Lightroom, Bridge, Aperture or even Photoshop for your Metadata needs. If this is your preference, the Metadata needs to be done BEFORE you upload your images to the Porfolio server. Refer to the following table for Portfolio’s Extracting/Embedding Metadata settings:
Portfolio Custom Field* Bridge LightRoom Photoshop file info
_People in photo XMP-Headline Headline Headline
_Event name XMP-Description Caption Description
_Photographer XMP-Copyright Copyright Description
_Campus XMP-Source Source Source
* All custom fields have a maximum of 250 characters
DAM Technology and Workflow Document
DAM ServerWeb Portal ServerSQL ServerFile Server
Service Username PasswordDAM ServerWeb Portal ServerSQL Connect
Password
ProtocolOriginalsPreviews
Server DataDAM Server Catalogs (Windows)DAM Server Catalogs (Mac)Web Portal Server Sites (Windows)Web Portal Server Sites (Mac)File Server OriginalsFile Server PreviewsSQL Server Database
Server Information
Web Portal Site Creation
PASSWORDS
FILE SHARES
Application Hostname/IP OS
SERVER SPECIFICATIONS
Admin Username*
SERVICE ACCOUNTS
TypeDAM Server Admin
Proc. RAM Password*
LOCATIONS TO BACKUP
Path
Web Portal Server Admin
Path
DAM Technology and Workflow Document
Number of Seats
AutoSync
Type User\Level PasswordSettings:
Previews Path:Settings:
Previews Path:Settings:
Previews Path:
2903445 (SMB/CIFS) 548 (AFP)445 (SMB/CIFS) 548 (AFP)
2903445 (SMB/CIFS) 548 (AFP)
8085Web Portal ServerDAM ClientDAM Client
Catalog 2
Catalog 3
Catalog Name
808680Web Portal Server (View)
Catalog 1
To: Inbound Port
Web Browser
DAM ServerFile ServerFile ServerDAM ServerFile ServerWeb Portal Server (Publish)
Web Portal Server
FIREWALL PORT EXCEPTIONSFrom:
DAM ClientDAM ClientDAM Server
Client
Catalog InformationCATALOG OVERVIEW
Web Portal Server (Admin)
SQL ConnectWeb Portal Server
SERIAL NUMBERSSerial Number
DAM Server
Web Portal
Software Information
LicenseDAM Client (Win)DAM Client (Mac)
DAM Technology and Workflow Document
Field 1 Field 2 Field 3 Field 4 Field 5 Field 6NameTypeMultiple value?Drop down menu?Drop down items
CUSTOM FIELDSKeywords & Custom Fields