CONTENTdm 4.3. Russ Hunt Product Specialist Barcelona October 30th 2007
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1 CONTENTdm 4.3 Russ Hunt Product Specialist Barcelona October 30th 2007
2 CONTENTdm 4.3 Agenda 4.3 Overview PDF Enhancements Metadata additions Server changes Connexion digital import Upgrading Questions 2
3 CONTENTdm 4.3 Overview CONTENTdm 4.3 includes significant new features for handling born-digital documents, adding items, and managing collections. CONTENTdm 4.3 is a server update only. There is no Acquisition Station update. CONTENTdm 4.3 also includes user interface changes and bug fixes. 3
4 CONTENTdm 4.3 Overview Available from October 10, 2007 Primary contacts notified by Listserv announcement Press release Free download from USC for all users with current AMA CDs available upon request 4
5 PDF Enhancements New PDF capabilities Automatic thumbnail generation Unicode text extraction Inline display for all browsers Search term highlighting within PDF s Large file download features Automatic compound object creation for multiple-page PDF files Subset print options 5
6 PDF Enhancements Thumbnail creation PDF files can be imported using standard options Single or batch import via Acquisition Station Web-based Add option Thumbnail images automatically generated from the PDF when the item is added to the collection Generic PDF icon is replaced with thumbnail image at upload Custom thumbnails can still be used and won t be replaced If a PDF is locked or encrypted, thumbnail generation may be inhibited 6
7 PDF Enhancements Text extraction Text is extracted from the PDF and inserted into a full text search field when the item is added to a collection Collection must have a full text search field Full text search field must be empty when item is added to collection PDF must have embedded text PDF cannot be encrypted or locked Extracted text is converted to UTF-8 7
8 Thumbnail creation & text extraction 8
9 Thumbnail creation & text extraction 9
10 PDF Enhancements Inline display PDF files will display inline in both PC and Mac browsers Single item viewer Compound object viewer Page & text viewer PDF display in single item viewer is configurable Default display is Access this item link Change by editing the S_SHOW_ITEMVIEW_PDF variable in the global style file 10
11 Inline display 11
12 PDF Enhancements Search term highlighting Search terms highlighted when users view a PDF Single item viewer Compound object viewer Page & text viewer Adobe Reader controls highlighting behavior Only supported in Adobe Reader All occurrences of words are highlighted 12
13 Search term highlighting 13
14 PDF Enhancements Compound object conversion Multiple-page PDF files automatically converted to compound objects when added to a collection Enable functionality per collection Default setting is disabled Enable by editing collection configuration settings in CONTENTdm Administration When not enabled multiple-page PDF files will be processed as a single item (thumbnail generation, text extraction, displayed in item viewer) 14
15 Compound object conversion 15
16 PDF Enhancements Compound object conversion When compound object conversion is enabled, CONTENTdm: Creates a compound object based on the page order of the PDF. Generates a page-level metadata record for each page. Extracts text from the PDF, converts it to UTF-8, and inserts it into the full text field of the associated page level record. Generates thumbnail images of each page of the PDF. The thumbnail image of the first page will also be used for the compound object. Retains the original PDF file for export and printing. Displays the PDF compound object in a compound object viewer with each page of the PDF accessible from the left navigation menu. Highlights search terms in the PDF. Provides an option to select a subset of the PDF to print or save. 16
17 PDF Enhancements Compound object conversion Conversion must be enabled for the collection The PDF must have more than one page All processing occurs when the PDF is added to the collection The PDF cannot be encrypted or locked Text extraction requires an empty, full text search field PDF compound objects have special properties Pages are virtual, generated upon request Pages cannot be deleted or exported separately Permissions apply to the entire compound object Structure of PDF compound object cannot be edited 17
18 Compound object conversion 18
19 Compound object conversion 19
20 PDF Enhancements Printing and downloading Complete print version Original PDF file retained for printing and saving Subset of print version Select a subset of pages from the PDF to view, save, or print Select all pages with search hits or pick individual pages or page ranges Do not have to wait for large download if only need a few pages Also available for non-pdf compound objects when they have been processed using the OCR Extension 20
21 Printing and downloading 21
22 PDF Enhancements Compound object conversion Reduce the size of file that is downloaded for viewing An entire PDF may be several MB but individual pages are much smaller View a page within large PDF without downloading the full document Increase speed of access to view Provide full text indexing by page not document No secondary search required to find specific content in PDF Print only the information you need Better end-user experience! 22
23 PDF Enhancements Compound object conversion Quick and efficient for collection builders! PDF pages of compound object do not count against total number of items on the server Ideal for born digital documents Theses, dissertations, government documents, e-publications, and more CAUTION: Not ideal for scanned images, maps, newspapers, etc. Slow download times No embedded text 23
24 PDF Enhancements Large file download A PDF over 20 MB will not load inline in any of the viewers Single item viewer if entire PDF is over 20 MB Compound object viewer if single page of PDF is over 20 MB Page & text viewer if single page of PDF is over 20 MB Subset viewer if selected subset is over 20 MB Complete print version if entire PDF is over 20 MB Download prompt displays with option to save or open the file outside of browser File can download in background File can be opened while download is in process Workaround for bug in Mozilla browsers 24
25 PDF Enhancements Conversion scripts Update PDF files in existing collections using command line scripts pdfprocesscollection pdfcollection Scripts will process all items in an existing collection No subset option PDF files that are encrypted or locked are not processed Pointers for all PDF items in the collection will remain the same Reference URL for all PDF items remains the same after conversion 25
26 PDF Enhancements Conversion scripts pdfprocesscollection Converts multiple-page PDF files in an existing collection to compound objects Single page PDF files are not converted Multiple-page PDF files that are already in a compound object are not converted All PDF files in the collection are processed Text is extracted from all PDF files in collection Must have a full text search field configured in the collection Existing data in the full text search field is overwritten Change data type of field if you want to retain existing metadata Thumbnail images are generated for all PDF files in collection Use this script if you want to convert single item PDF files that have multiple pages to PDF compound objects 26
27 PDF Enhancements Conversion scripts pdfcollection Extracts text and generates thumbnail images for all PDF files in an existing collection Does not convert PDF files to compound objects All PDF files in the collection are processed Text is extracted from all PDF files in collection Must have a full text search field configured in the collection Existing data in the full text search field is overwritten Change data type of field if you want to retain existing metadata Thumbnail images are generated for all PDF files in collection Use this script if you just want to update the full text and thumbnail images for existing PDF files More information in 4.3 Update Guides: 27
28 Metadata Additions Administrative fields View and configure six administrative metadata fields Full resolution OCLC number Date created Date modified CONTENTdm number CONTENTdm file name Each field can be designated as searchable and mapped to Dublin Core Field names can be changed and exposed in the collection interface 28
29 Metadata Additions Administrative fields Default settings Hidden Not searchable No DC mapping Some configuration options do not apply Controlled vocabulary Large field Data type cannot be changed Content in fields is system generated Full resolution & OCLC number fields can be edited 29
30 Administrative fields 30
31 Administrative fields 31
32 Administrative fields 32
33 Metadata Additions Shared Controlled Vocabulary Share controlled vocabularies between fields Within a single collection or across multiple collections Any controlled vocabulary can be shared Changes to a shared vocabulary are accessible from all fields using it Administration similar to standard controlled vocabulary Add, delete, browse and verify New administrative functions for sharing View list of fields using shared controlled vocabulary Change sharing 33
34 Metadata Additions Shared Controlled Vocabulary Controlled vocabulary must be shared before it is accessible from other fields Name shared controlled vocabularies for identification Name cannot be changed after creation Stop sharing a controlled vocabulary at any time Cannot delete a shared controlled vocabulary that is used by more than one field Shared vocabulary is only deleted when setting is changed to do not share in the last field using it 34
35 Administrative fields 35
36 Administrative fields 36
37 Administrative fields 37
38 Metadata Additions Collection templates Two additional metadata templates Qualified Dublin Core VRA Core 3.0 Generate pre-defined metadata fields mapped to Dublin Core Select when creating a new collection 38
39 Collection templates 39
40 Metadata Additions Full text field Each collection is restricted to one full text search field Prevent confusion when adding transcripts or extracted text Backwards compatible Will not effect existing collections until field properties are edited Warning message displays if full text search field already exists 40
41 Server Changes Interface additions New interfaces for configuring settings OAI (oai.txt) Stop List (stopwords.txt) Viewer Settings (imageconf.txt) both server and collection level Functionality remains the same Easier to access and edit Administration rights required Server rights for server level Collection configuration rights for collection level 41
42 OAI 42
43 Stop words 43
44 Viewer settings 44
45 Viewer settings 45
46 Viewer settings 46
47 Server Changes Interface changes About page Now has link to edit license code Full resolution settings Now accessible under configuration Collections pages Now has links to collection configuration 47
48 About page 48
49 Full resolution settings 49
50 Collections page 50
51 Server Changes Thumbnails Improved quality for thumbnails generated when items are added to a collection using the Web-based Add page Improved thumbnail display in browse and results pages Non-standard thumbnails will display true to their size Maintain aspect ratio within defined width and height Configure size by editing variables in style file 51
52 Server Changes Custom Web pages New option for creating custom Web pages without modifying config.php Copy about.php Rename it using unique file name Add two lines of script Store in directory outside of /cdm4 New page name is recognized by the Web template scripts Custom pages are not supported by the support staff es.html 52
53 CONTENTdm 4.3 Connexion digital import Add items to CONTENTdm via the Connexion Client Digital collection development now built into cataloging workflow WorldCat MARC record crosswalked to Qualified Dublin Core and added to CONTENTdm OCLC number stored in CONTENTdm Digital items accessible by FirstSearch, WorldCat.org and WorldCat Local Requires Connexion subscription, CONTENTdm license and CONTENTdm Hosting Services 53
54 CONTENTdm 4.3 Fixes All previous patches and updates rolled into this release Fixes 42001, 42002, and Additional fixes listed in 4.3 Release Notes 54
55 CONTENTdm 4.3 Upgrading and Migration No new Acquisition Station Version 4.2 Acquisition Station compatible with 4.3 Server Simple server upgrade from 4.0/4.0.1/4.1/4.2 55
56 CONTENTdm 4.3 Upgrading and Migration Web Template changes documented Can work on updates without interfering with live site /cdm4_43update/ index43.php PDF functionality requires 4.3 templates Must update templates when update server to view new PDF functionality PDF compound objects are not supported in previous versions 56
57 CONTENTdm 4.3 More Information User Support Center Download update kits Upgrade guides Updated help files Updated tutorials Feature list Presentation slides Recording of Web session CONTENTdm Support 57
58 CONTENTdm 4.3 Questions 58
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