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1
Digital Library Planning and
Projects Guidelines
2
Goals of the Process:• Support Public Access
• Improve Communication
• Develop and Promote Minimum Standards
• Provide Guidance
• Identify Support Resources
• Enhance Planning and implementation
• Improve Coordination/Cooperation
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Structure1. Selecting and Orienting Your Staff/
Team2. Planning Your Project3. Equipment and Software4. Digitizing Your Materials5. Describing and Cataloging Your
Materials
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Structure (ctd.)
6. Organizing Your Materials
7. Presenting Your Materials
8. Long-Term Storage and Maintenance of the Digital File
9. Training/Orientation, FAQ
10. Maintenance and Sustainability
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Orienting Your Staff• Educate your staff and administrators
• Build common goals and understanding
• Improve planning
• Build common expectations
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Planning Your Project
• Why are you digitizing your collection?• Improve access to your unique
collections • Decrease handling of the originals • Increase public visibility• Preservation of the original item/
image
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Equipment and Software
• Guidelines offer general specifications for: • Hardware (computer equipment, scanners)• Software (software to create digital files
and organize them into a database) • Storage media for your files
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Describing And Cataloging Your Materials
• Digital materials need to be described and cataloged effectively to be searched and retrieved • Consistent, comprehensive description and
cataloging• Accurate and consistent, using vocabulary
understood by both cataloger and user
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Organizing Your Materials
• Databases organize catalog information and digital files into structured fields.
• Databases permits users to search and retrieve information.
• Digital files must be organized to be managed.
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Presenting Your Materials
• Making materials available to potential users. • Stand-alone presentation on dedicated computers • CD-ROM’s • Internet/Web
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Long-term Storage and Maintenance of Digital Files
• Digital image files are not “permanent.”
• They are unstable, and use fragile storage media
• All digital files are transient
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Project Planning Mission and Scope
• Purpose
• Audience• Information to be conveyed to that
audience
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What Are Your Goals?
• What do you want the project to accomplish? • Are you expanding outreach, improving
access to a wider audience? • Do you want to improve preservation by
reducing handling of originals? • How do your project goals fit into your
organization's larger strategic plan?
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Who Will Use the Information?
• Design for your intended audience • Keep their needs in mind as you plan and
develop your project. • What kind of information will the users want?• How will they use the information?• How will they want it packaged? • What level are their computer and Internet skills?• What technical specifications will be required to
view/use? • Where are they located?
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What Resources Are Available?
• Hardware and software
• Preserving original materials after digitizing
• Managing back-up files
• Description and cataloging
• Design and development
• Maintaining, revising, and updating
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Leadership and Coordination
• Who will do the work?
• Who is responsible for the project? • One individual:
• Designated to manage the project• Empowered to make final decisions
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How Will Users Get Access?
• In-house use by patrons and staff • Available on the Web• Implications of access
• Cultural sensitivity • Copyright, permissions and
ownership • Technical requirements
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How Will Users Get Access? (ctd.)
• Design questions include: • Protecting files from downloading - do you care? • What software will you use? • Who will create the Website?• Who will maintain the data, equipment and
Website?• How might the project grow and evolve? • Can your current design accommodate?
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Copyright Issues, Who Owns the Rights?
• Varies by country and use• Published items protected under copyright for at least 75
years unless the rights are transferred. • Copyright remains with the producer of the item, his/her
descendants, or designee, such as a publisher or employer, and must be transferred in writing.
• Unpublished material and that published after January 1, 1923, is protected under current copyright law. You should only reproduce such material with permission of the copyright holder.
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Copyright Issues, Who Owns the Rights? (ctd.)
• Donor agreements should include transfer of rights for unpublished material, and published material produced after January 1, 1923
• Verify ownership and permissions before use
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What Material Will You Digitize?
• Prioritization criteria • Popularity• Theme• Size • Physical condition
• Organizing and grouping material can save significant time later in the project
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Preservation• Original materials
• Use project as an opportunity to house/store/preserve your original, paper or source material
• Digital Files• Manage the integrity of the data, not the storage media.• Back-up and business continuity/disaster recovery• Include resources to migrate the data - to verify and
transfer to new media every few years
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What Physical Facilities Are Available?
• Scanning projects require adequate space for computers, scanning devices, printers, peripherals, people and preservation even if only one person is working on the project
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How Will You Store and Maintain the Information?
• Storage media• Format• Back-up of data files • Storage space/file servers • Support staff• Review/revision processes• Hardware and software selection
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Describing and Cataloging Your Materials
• Dublin Core Format
• Goals: to index, organize and maintain resources; and to coordinate access
• Metadata - special vocabulary with shared structure• Information is usually organized and stored in a
database to provide access and permit searching • Develop taxonomy and schema for consistently
describing materials and content
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Database Selection and Organization
• Databases are indexes that enable users to find what they seek.
• Exportability means that your data can be transferred to another database,
• Linking (connecting) your information within the database or with other institutions.
• Simple structure and consistent cataloging and data entry are keys to successful projects
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Metadata/Content Description
• Function - What will metadata do? • Who will create metadata• What metadata scheme will be used?• What encoding/cataloging process/strategy
will be used?• What level of detail/granularity will be used?• What vocabulary will be used?• What authority control will be exercised?
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Description/Dublin Core
• Title• Subject and key words• Description• Publisher• Other Contributors• Date• Resource Type• Format• Resource Identifier
(catalog number, etc.)
• Source• Language• Relation (relationship to
other resources)• Coverage (spatial
location and temporal duration, etc.)
• Rights Management• Notes
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Query Overview
RDBMS(Oracle, SQL Server, etc)
AttributeTables
3D Indexes
Existing Data Access Protocols
(ODBC, JDBC,XML)
3D QueryProcessor
Custom 3DData objects
(Surfaces, Volumes)
Database organizationUser Interface applications(Java, Visual Basic, C++)
Text search Spatial Search
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Presenting Your Materials
• Remember that you are designing for your users and must consider their experience, capabilities and interests in developing your design.
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Organizing the Information
• Intellectual organization• Function, subject, chronology, geography
• Physical organization • Naming, hierarchy, grouping (such as
subdirectories)
• The name of each directory and file should be meaningful
32
Design for Usability:
• Screen and interface design are critical effective digital projects
• Use simple and natural dialogue• Be consistent• Provide feedback• Provide orientation, help and
documentation
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Contact Information: Jeremy Rowe
PRISM Executive CommitteeDirector, Research, Strategic Planning and Policy
Information TechnologyArizona State University
Tempe, Arizona 85287-0101480-965-8622