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Transcript of OCLC Online Computer Library Center CONTENTdm Migration Training Craig Yamashita Vice President,...
OCLC Online Computer Library Center
CONTENTdm Migration Training
Craig Yamashita
Vice President, Technology and Product Development
DiMeMa, Inc.
July 2005
OCLC Online Computer Library Center
CONTENTdm 4Available Now
OCLC Online Computer Library Center
Agenda
CONTENTdm 4 New Features
Migration to CONTENTdm 4
Implementation Tips
Questions
OCLC Online Computer Library Center
CONTENTdm 4 New Features
New User Interface (PHP)
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
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
OCLC Online Computer Library Center
CONTENTdm 4 New Features
Item Level Security
OCLC Online Computer Library Center
CONTENTdm 4 New Features
Acquisition Station Enhancements Import multiple compound objects at once
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
OCLC Online Computer Library Center
CONTENTdm 4 New Features
New Administration Web Interface Organization, navigation
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)
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)
OCLC Online Computer Library Center
CONTENTdm 4 New Features
FTP Enhancements Secure FTP
Passive FTP
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
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
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
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
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)
OCLC Online Computer Library Center
Migration to CONTENTdm 4
Install Server Update - Windows InstallShield creates new IIS Web site and makes
all required settings
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Migration to CONTENTdm 4
Install Server Update - Windows New Server is installed on nonstandard port
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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
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
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
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
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 ([email protected])
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.php.net
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
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
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
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
OCLC Online Computer Library Center
Migration to CONTENTdm 4
Set User Permissions
OCLC Online Computer Library Center
Migration to CONTENTdm 4
Set User Permissions
OCLC Online Computer Library Center
Migration to CONTENTdm 4
Set User Permissions
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
OCLC Online Computer Library Center
Migration to CONTENTdm 4
Migrate Web Pages Version 4 contains new PHP-based interface
Many new user interface enhancements
OCLC Online Computer Library Center
Migration to CONTENTdm 4
PHP A widely used general purpose scripting language
suited for Web development
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
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
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"); $list = &dmGetCollectionList();
print("Collections:<br>\n"); for ($i = 0; $i < count($list); $i++) { print("{$list[$i]["name"]}<br>\n"); } ?>
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
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
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
OCLC Online Computer Library Center
CONTENTdm 4 Implementation Tips
Take advantage of the new granular security
OCLC Online Computer Library Center
CONTENTdm 4 Implementation Tips
Take advantage of the new granular security
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
OCLC Online Computer Library Center
CONTENTdm 4 Implementation Tips
Take advantage of the new granular security
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
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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
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CONTENTdm 4 Implementation Tips
Customize your Web interface Greatly simplified in Version 4
Easy to edit templates to control display
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
OCLC Online Computer Library Center
More Information
CONTENTdm technical support [email protected]
1-877-797-0887
OCLC Online Computer Library Center
More Information
CONTENTdm Web Site Download Version 4 upgrade
More details on Version 4
http://contentdm.com