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Functional and Service Requirements Questionnaire CONTENTdm

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					Functional and Service Requirements Questionnaire: CONTENTdm............................ (Insert product name)

Components                                                    Supplier Definition
                                                              response
1. Image specific functionality                               codes
2. Image management system metadata, maintenance                  Y    Standard feature of software, on general release
3. Search image management system                                      to and already in use with customers
4. Authenticate and authorise access                              D    In development, not yet on general release to or
5. Customisation                                                       in use with customers
                                                                 W     Workaround (not standard, but software can be
6. Help information
                                                                       configured and used to achieve same or similar)
7. Management and statistical information
                                                                  B    Bespoke development necessary
8. Interoperability
                                                                  N    Cannot be delivered
9. Hardware and software components
10. Software maintenance, development and support
11. Training and documentation                                Electronic copy of document is intended to allow
12. Backup, recovery, availability                            adjustment of columns for responses
1. Image specific functionality                                                          Supplier                   Response
                                                                                        Response
                                                                                          Code
1.1 The image management system should:

   1. provide a repository for high resolution images giving web-delivered definition   Y           There is no prescribed maximum file size
      and clarity combined with speedy retrieval and delivery. We currently scan at                 limitation for CONTENTdm. File size
      2,700 pixels per inch and store as uncompressed tiff files. This resolution and               limitations will depend upon the amount of
      format would constitute the archive, with automatic creation of alternative                   storage space on the server a particular
      image sizes. Users would have access to several jpg files depending on their                  user has available. Also take into
      needs:- thumbnail; web sized image suitable for lecturing; larger jpg with                    consideration end-user connection speeds
      greater resolution for zooming and viewing in close up. The initial capsule                   to the internet when making large files
      collection would consist of approx 10,000 slides, with a minimum of 2,000                     available for download.
      slides added per year in the subsequent 2 years.                                              CONTENTdm supports full resolution
       What are the maximum file sizes the software will support?                                  images through its full resolution manager.
                                                                                                    See Annex A for more details.
         How many sizes of one image can be supported?
                                                                                                    CONTENTdm automatically supports three
                                                                                                    different image sizes - full resolution, Web
                                                                                                    display image, and thumbnail image. On
                                                                                                    import, CONTENTdm automatically creates
                                                                                                    thumbnail images from GIF, JPEG, and
                                                                                                    TIFF image files. When importing full
                                                                                                    resolution images, CONTENTdm also
                                                                                                    automatically creates a display image. The
                                                                                                    format and size of the automatically created
                                                                                                    display image can be configured.

                                                                                                    CONTENTdm also supports zoom and pan
                                                                                                    functionality when viewing images allowing
                                                                                                    end users to view images at a variety of
                                                                                                    sizes.
2. also handle audio, video, 3D images and multi-page documents.         Y   CONTENTdm can store any file format.
        Please specify what kinds of digital resources can be stored.       CONTENTdm will display any file format
        Are there any formats which can't yet be accommodated?              that will natively display in a web browser
        Please state policy in relation to audio and video streaming        (JPEG, PNG, GIF etc.) or any file that will
                                                                             display via a web browser in conjunction
                                                                             with a plug-in (WAV, MP3, WMV, MPEG,
                                                                             Real Media, PDF, etc.)

                                                                             The CONTENTdm server can store and
                                                                             manage streamed media files and link to a
                                                                             streaming server for access to the
                                                                             streamed media.

                                                                             CONTENTdm is also specially designed to
                                                                             support multi-page documents. Any series
                                                                             of related items such as documents,
                                                                             monographs or other hierarchical
                                                                             documents, postcards, newspapers,
                                                                             journals, letters, theses, diaries,
                                                                             newsletters, etc. can be linked together as
                                                                             Compound Objects upon import.

                                                                             CONTENTdm allows users to define media
                                                                             items that consist of multiple elements and
                                                                             provides special support for these items,
                                                                             including full text searching. Metadata fields
                                                                             defined in a collection apply to both the
                                                                             entire Compound Object and individual
                                                                             items within the object. Item level metadata
                                                                             can be entered manually, added
                                                                             automatically using the Template Creator,
                                                                             or, imported from a text file. Compound
                                                                                      Objects can be created singly or in batch
                                                                                      allowing large numbers of documents to be
                                                                                      processed at once.

3. permit viewing of large images on screen in close-up, scrolling around image   Y   CONTENTdm supports zoom, pan, rotate,
   and zooming in on details, rotating                                                and clip functionality for display images.
                                                                                      Additionally, CONTENTdm is supports the
                                                                                      JPEG2000 image format. The
                                                                                      CONTENTdm JPEG2000 Extension
                                                                                      enables dynamic decompression and
                                                                                      display of JPEG2000 images for efficient
                                                                                      viewing of very large files without the need
                                                                                      for browser plug-ins.

                                                                                      JPEG2000 images are presented to users
                                                                                      with a zoom and pan toolbar that allows
                                                                                      users to zoom, pan, rotate, and clip images.
                                                                                      Users benefit from higher quality, detailed
                                                                                      images without the delays normally
                                                                                      experienced waiting for large images to be
                                                                                      transmitted. JPEG2000 is ideal for image
                                                                                      archives, maps, drawings, medical images,
                                                                                      and other large image formats requiring
                                                                                      high compression efficiency and image
                                                                                      quality. With JPEG2000 users can view
                                                                                      image details that would be difficult or
                                                                                      impossible to see at lower resolutions.

                                                                                      Examples of images delivered in
                                                                                      JPEG2000 format can be viewed at the
                                                                                      CONTENTdm JPEG2000 Demo Site
                                                                                      accessible from
                                                                                      http://www.contentdm.com/products/jpeg20
                                                                                 00.html

4. facilitate viewing and manipulation of several images simultaneously on   Y   (Version 4 interface) and at the University
   screen for purpose of comparison                                              of Utah’s Sanborn Map collection
                                                                                 http://www.lib.utah.edu/digital/sanborn/inde
                                                                                 x.html (Version 3.8 interface).


5. provide a scaling tool and measurement facility                           W   CONTENTdm My Favorites allows a user to
                                                                                 compare images side by side. Compared
                                                                                 images can be manipulated using the zoom
                                                                                 and pan toolbar which allows users to
                                                                                 zoom, pan, rotate, and clip images.

                                                                                 Scaling and measurement tools are not
                                                                                 provided in the default Web interface. The
                                                                                 zoom and pan toolbar does indicate the
                                                                                 current zoom percentage of the image.
                                                                                 Additionally, the CONTENTdm Web
                                                                                 interface can be customized and extended
                                                                                 to add additional features and functionality.

6. provide facility for creating online learning packages                    Y   During import, image size can be
                                                                                 automatically extracted from the image and
                                                                                 placed in a field within the metadata record
                                                                                 and made available to end users.

                                                                                 CONTENTdm MY Favorites files can be
                                                                                 saved outside the CONTENTdm
                                                                                 environment. Saved My Favorites files
                                                                                 contain links and thumbnail images to items
                                                                                 on a CONTENTdm server; it does not
                                                                                 download or save the actual display images
                                                                                     to ensure that users always have access to
                                                                                     the latest metadata and image files.

                                                                                     Resources for use in lectures can be saved
                                                                                     as Favorites and added to an Online
                                                                                     Learning Environment for wider distribution.

                                                                                     Additionally, Favorites files can be
                                                                                     downloaded to Microsoft PowerPoint using
                                                                                     the CONTENTdm PowerPoint Plug-in for
                                                                                     use in the classroom or other environments.

7. provide presentation tools such as virtual slide shows and exhibitions with   Y   Many organizations use CONTENTdm in
   labels                                                                            conjunction with Blackboard or WebCT.
                                                                                     See Annex B for an example of
                                                                                     CONTENTdm use with WebCT.

                                                                                     End-users can save any media type and its
                                                                                     metadata as a link in their CONTENTdm
                                                                                     My Favorites for presentations or reference.

                                                                                     Items may be added to My Favorites
                                                                                     whenever you search or browse a
                                                                                     CONTENTdm collection.

                                                                                     CONTENTdm Favorites may also be saved
                                                                                     as HTML pages and sent to other
                                                                                     CONTENTdm users who can view the
                                                                                     items as long as they have Web access to
                                                                                     the CONTENTdm server.

                                                                                     Users can manage items stored in My
                                                                                     Favorites by adding, deleting, and moving
                                                                                          images.
8. output groups of images to MS Powerpoint                                           Y
                                                                                          Items stored in CONTENTdm Favorites can
                                                                                          be viewed as online slideshows and can be
                                                                                          compared with other images.

                                                                                          The CONTENTdm PowerPoint Plug-in is a
                                                                                          freely available software tool that adds a
                                                                                          CONTENTdm toolbar to Microsoft
                                                                                          PowerPoint.

9. offer image annotation facilities with titles, descriptive text or hypertext for   W   Using the PowerPoint Plug-in, users can
   linking images to other web pages or course packs                                      download images, as well as metadata,
                                                                                          saved in My Favorites to PowerPoint
                                                                                          presentations.

                                                                                          All metadata for any item can be
                                                                                          hyperlinked and URLs can be included in
                                                                                          metadata. All items in CONTENTdm have a
                                                                                          short, persistent URL that can be linked to
                                                                                          from other systems or from metadata fields
                                                                                          of items in CONTENTdm. Annotation is not
                                                                                          currently supported within the
10. offer the facility to draw on images                                              W   CONTENTdm software. However, items
                                                                                          can be exported to presentation tools such
                                                                                          as Power Point where annotations can be
                                                                                          added.

                                                                                          CONTENTdm does not currently offer the
                                                                                          facility to draw on images. However,
                                                                                          portions of images can be clipped and
                                                                                          saved to a local desktop where they can be
11. provide easy end user access to image file size information                       Y   manipulated with photo editing software.
                                                                                          Additionally, images saved in My Favorites
                                                                                          can be downloaded to PowerPoint
                                                                                          presentations where they can be edited.

                                                                                          Image file size information can be
12. enable output of each image at a range of resolutions according to (i) type and   Y   automatically extracted from images during
    privileges of user and (ii) user requirements                                         import time and placed in a field within the
                                                                                          metadata record for easy availability to end
                                                                                          users.

                                                                                          CONTENTdm has several options for
                                                                                          creating a range of display images and
                                                                                          limiting access to them. When importing full
                                                                                          resolution images, CONTENTdm
                                                                                          automatically creates a display image. The
                                                                                          resolution and format of this image can be
                                                                                          configured. Additionally, using the Full
                                                                                          Resolution Manager, collection owners can
                                                                                          choose whether or not the original full
                                                                                          resolution image is available online.

                                                                                          CONTENTdm also supports both item and
                                                                                          collection level security. Access to items
                                                                                          and collections can be restricted by IP
                                                                                          address or user name. Additionally, access
13. supply an e-commerce facility to facilitate charging for access to and            W   can be restricted to metadata only, allowing
    downloading of images where appropriate                                               the metadata records to be searched and
                                                                                          viewed while access to the actual digital file
                                                                                          is restricted.

                                                                                          The default CONTENTdm Web interface
                                                                                          does not include an e-Commerce
                                                                                          component because most organisations
                                                                                     have established their own e-commerce
                                                                                     applications and prefer to link
                                                                                     CONTENTdm into their existing system.
                                                                                     See Annex C for examples of two
                                                                                     CONTENTdm e-commerce
                                                                                     implementations. Both extensions are freely
                                                                                     available to the CONTENTdm user
                                                                                     community.

1.2 Comment on ways in which the product can contribute towards helping SHU to   Y   CONTENTdm's Image Rights tools provide
meet its obligations in relation to Intellectual Property Rights.                    flexible options for identifying ownership of
                                                                                     items in your collections.

                                                                                     Options include an easily configured band
                                                                                     of colour and text, a colour brand, or a
                                                                                     greyscale watermark. Each can be
                                                                                     customised to meet your needs. Once the
                                                                                     image rights settings are configured, they
                                                                                     are automatically applied to images during
                                                                                     import.

                                                                                     When items in collections are viewed by
                                                                                     end-users, the band, brand, or watermark
                                                                                     with ownership or copyright information will
                                                                                     be clearly displayed.

                                                                                     Copyright or Intellectual Property Rights
                                                                                     information can also be included in an
                                                                                     item’s metadata record.

                                                                                     Additionally, CONTENTdm supports both
                                                                                     item and collection level security that allows
                                                                                     collection owners to limit access to items by
                                                                                 IP address or user name. Using the security
                                                                                 options collection owners can limit access
                                                                                 to copyrighted materials as necessary.

1.3 Describe the company's strategy and action plan in relation to Digital   Y   OCLC PICA as a subsidiary company of
Preservation issues.                                                             OCLC Inc. are involved in Digital
                                                                                 Preservation issues in a number of ways.

                                                                                 OCLC, along with the RLG was part of the
                                                                                 PREMIS (Preservation Metadata
                                                                                 Implementation Strategies) project, an
                                                                                 international working group set up to define
                                                                                 a core set of preservation metadata
                                                                                 elements, applicable to a broad range of
                                                                                 digital preservation activities. Its activities
                                                                                 culminated in the release of a Data
                                                                                 Dictionary for Preservation Metadata which
                                                                                 is available for download from
                                                                                 http://www.oclc.org/research/projects/pmwg

                                                                                 In November 2005 the joint OCLC-RLG
                                                                                 Working Group was presented with a Digital
                                                                                 Preservation Award by the Digital
                                                                                 Preservation Coalition recognising new
                                                                                 initiatives in digital preservation. See
                                                                                 http://www.dpconline.org/graphics/advocac
                                                                                 y/press/award2005.html
                                                                                 and
                                                                                 http://www.oclc.org/research/announcemen
                                                                                 ts/2005-11-23.htm

                                                                                 OCLC has also implemented the OCLC
                                                                                 Digital Archive, a real-world solution for the
                                                                                 challenges of archiving and preservation in
                                                                                 the virtual world. The Digital Archive allows
                                                                                 you to archive digital assets in two ways;
                                                                                 use Web archiving for item-by-item
                                                                                 harvesting and submission of Web pages
                                                                                 and Web-based documents; use Batch
                                                                                 archiving to submit your collections on
                                                                                 various storage media for ingest and
                                                                                 automated metadata creation at OCLC.

                                                                                 The OCLC Digital Archive is based on the
                                                                                 OAIS Reference Model for an Open
                                                                                 Archival Information System and uses
                                                                                 METS metadata, a format for encoding
                                                                                 descriptive, administrative, and structural
                                                                                 metadata regarding objects within a digital
                                                                                 library expressed using XML, to produce
                                                                                 the required Information Packages. More
                                                                                 detail can be found at the Digital Archive
                                                                                 web site
                                                                                 http://www.oclc.org/digitalarchive/default.ht
                                                                                 m

1.4 How far does the software comply with guidelines for Web accessibility   Y   Section 508, part of the United States
standards?                                                                       Rehabilitation Act of 1973, revised in 1992,
                                                                                 supplies a list of accessibility requirements
                                                                                 for any services used or provided by the US
                                                                                 government. DiMeMa and OCLC have
                                                                                 completed a Section 508 template which
                                                                                 can be viewed at
                                                                                 http://www5.oclc.org/downloads/accessibilit
                                                                                 y/508template-contentdm-22.html.
                                                                                    The template above refers to CONTENTdm
                                                                                    Versions 3.7 and 3.8. An updated template
                                                                                    for Version 4 will be available in first quarter
                                                                                    2006.

1.5. Are there any facilities for OCR conversion and indexing of text images?   Y   CONTENTdm Version 4 released in July
Are there any related special display facilities?                                   2005 incorporated a new feature, the OCR
                                                                                    Extension.

                                                                                    The OCR Extension provides collection
                                                                                    builders with the ability to integrate optical
                                                                                    character recognition (OCR) directly into
                                                                                    collection building.

                                                                                    The feature uses ABBYY's award-winning
                                                                                    FineReader® OCR software to capture text
                                                                                    for addition to searchable metadata fields
                                                                                    within CONTENTdm collections. When
                                                                                    viewed, items prepared with this feature will
                                                                                    display highlighted search terms within the
                                                                                    image.

                                                                                    Once the collection is indexed the OCR’d
                                                                                    text included in a metadata field becomes
                                                                                    fully text searchable, allowing end-users to
                                                                                    find any occurrence of a term within the
                                                                                    OCR’d text.

                                                                                    Additionally, the OCR Extension provides
                                                                                    the option to create a PDF file of an entire
                                                                                    compound object for easy printing.

                                                                                    CONTENTdm also supports automatic text
                                                                                                           extraction from PDF files for full text
                                                                                                           searching. When added to a collection, text
                                                                                                           from a PDF file is automatically extracted
                                                                                                           and placed in the full text search field.


2.   System metadata and maintenance                                                            Supplier                    Response
                                                                                               response
                                                                                                 code
2.1 Is there a deposit facility to enable tutors to supply files and metadata for direct or   Y            CONTENTdm Version 4 added a Web
mediated incorporation into the image management system?                                                   based Add facility to the Administration
                                                                                                           area. This feature would allow tutors to
                                                                                                           supply files and related metadata to be
                                                                                                           uploaded to the pending queue.

Is there a procedure to allow library staff to mediate such deposits according to their       Y            Once in the pending queue the items and
specialist expertise?                                                                                      metadata can be checked, edited or even
                                                                                                           deleted by an administrator prior to being
                                                                                                           added to the collection and indexed.

2.2 Metadata

     1. What metadata schemes are supported for item and subject description?                              CONTENTdm uses the Dublin Core and
                                                                                                           VRA Core metadata schemes to allow for a
                                                                                                           common language when describing media
                                                                                                           and searching across collections.

                                                                                                           Collection administrators can apply their
                                                                                                           own field descriptions and map back to
                                                                                                           either standard to provide flexible searching
                                                                                                           options for end-users.

                                                                                                           A CONTENTdm metadata element set can
                                                                                   consist of up to 100 fields with each field
                                                                                   containing a maximum of 128,000
                                                                                   characters. Each collection can have its
                                                                                   own set of unique metadata fields.

                                                                                   The metadata is stored in CONTENTdm in
                                                                                   a text-based database developed by
                                                                                   DiMeMa. The database utilizes an
                                                                                   optimized search engine (indexing on
                                                                                   words and phrases) and has been designed
                                                                                   to scale to handle millions of records.
                                                                                   Metadata can be created through the
                                                                                   CONTENTdm Acquisition Station or
                                                                                   imported from an existing database using a
                                                                                   tab-delimited text file.

                                                                                   XML is used for all internal structure
                                                                                   description. CONTENTdm also offers
                                                                                   custom XML export of metadata that
                                                                                   supports user-defined fields and formats for
                                                                                   greater compatibility with local catalog
                                                                                   systems and other applications.

2. Can such metadata schemes be mapped to facilitate record exchange and       Y   All metadata fields can be mapped to
   searching?                                                                      Qualified Dublin Core to facilitate cross-
                                                                                   collection searching and interoperability
                                                                                   with other systems and searching
                                                                                   mechanisms such as OAI. CONTENTdm is
                                                                                   standards-compliant with the Open
                                                                                   Archives Initiative Protocol for Metadata
                                                                                   Harvesting Version 2.0 (OAI-PMH v2).

3. Can the system support alternate forms of names and subject terms such as   Y   There is no restriction to the type of
   acronyms, former and later names, plurals and synonyms                               metadata that can be entered into
                                                                                        CONTENTdm. Each collection can have up
                                                                                        to 100 locally defined metadata fields which
                                                                                        can be mapped to Qualified Dublin Core to
                                                                                        support cross-collection searching.

                                                                                        Additionally, the CONTENTdm controlled
                                                                                        vocabulary feature supports
                                                                                        cross-reference terms. This allows you to
                                                                                        map an invalid term that does not appear in
                                                                                        the controlled vocabulary to a valid term
                                                                                        that does.

4. Are there any thesaurus facilities?                                              Y   Any field in a CONTENTdm metadata
                                                                                        description can have a controlled
                                                                                        vocabulary applied, and the contents of that
                                                                                        field will be restricted to the terms contained
                                                                                        in the defined vocabulary. A controlled
                                                                                        vocabulary defines a list of valid terms that
                                                                                        can appear in metadata fields within
                                                                                        CONTENTdm. These terms may be either
                                                                                        single words or multi-word phrases. The
                                                                                        Library of Congress Thesaurus for
                                                                                        Graphical Materials I, consisting of more
                                                                                        than 6,300 terms for indexing visual
                                                                                        materials ships as standard with
                                                                                        CONTENTdm. Other, custom vocabularies
                                                                                        can be created easily.

5. Can resources be categorised by type of resource and searched by category?       Y   Adding one or more Category fields to a
   Are there any limitations on numbers or types of categories as a whole, or per       collections’ metadata description would
   item?                                                                                allow items to be categorized. Any
                                                                                        metadata field in CONTENTdm can be
                                                                                       designated as searchable. If category fields
                                                                                       are searchable, end-users can perform
                                                                                       queries based on categories. Each
                                                                                       CONTENTdm collection can have up to 100
                                                                                       metadata fields.

6. Is it possible to set up locally defined fields? Are there any limitations on   Y   Locally defined fields can be set up to a
   number or content? Can they be viewed, maintained and used for                      maximum of 100 metadata fields per
   administrative selections and lists?                                                collection.

                                                                                       Metadata fields within a collection can be
                                                                                       designated as searchable or not, and as
                                                                                       hidden, or not, so fields can be used for
                                                                                       administrative purposes, without being
                                                                                       displayed to end users.

7. Are there any global editing features for metadata?                             Y   Global find and replace operations are
                                                                                       available in CONTENTdm Administration.
                                                                                       Edits can be made to metadata that has
                                                                                       been uploaded to server and added to the
                                                                                       collection.

                                                                                       Additionally, items can be downloaded from
                                                                                       the server to the CONTENTdm Acquisition
                                                                                       Station for batch editing after items have
                                                                                       been added to a collection.

                                                                                       The Acquisition Station also allows for the
                                                                                       creation of templates to facilitate automatic
                                                                                       metadata entry during import. The grid view
                                                                                       in the Acquisition Station supports fill
                                                                                       operations to enable the insertion of
                                                                                       repeating data into multiple fields. The
                                                                                      Acquisition Station also has spell check and
                                                                                      find and replace features to enable rapid
                                                                                      metadata creation and editing.

8. Can metadata be imported, exported, copied? What formats are supported?        Y   Metadata can be imported into and
   (We may wish to load our current database of Slides collection metadata.           exported from CONTENTdm. CONTENTdm
   This is in MS Access and is based on a simplified version of the VRA core. )       supports batch import of metadata from
                                                                                      other systems via a tab delimited text file.
                                                                                      Microsoft Access supports export of data to
                                                                                      a tab-delimited text file which can then be
                                                                                      easily imported into CONTENTdm.
                                                                                      CONTENTdm has a VRA metadata
                                                                                      template that can used for defining the
                                                                                      metadata schema of any collection. The
                                                                                      VRA fields can be mapped to Dublin Core if
                                                                                      desired. Additionally, OCR transcripts or
                                                                                      other text files can be batch imported into
                                                                                      full text fields to facilitate full text searching.

                                                                                      Metadata can be easily exported from the
                                                                                      CONTENTdm database in XML, SGML, or
                                                                                      tab-delimited text formats.

                                                                                      CONTENTdm provides custom XML export
                                                                                      options so users can define specific fields
                                                                                      to be exported and designate the format for
                                                                                      each exported field, including repeating
                                                                                      fields and customisation of XML tag names.

9. Are there any spell-checking facilities when entering metadata?                Y   CONTENTdm allows users to edit and
                                                                                      update metadata rapidly using spell check
                                                                                      and find and replace tools in the
                                                                                      CONTENTdm Acquisition Station.
                                                                                                   Users can spell check metadata before
                                                                                                   adding items to collections, reducing the
                                                                                                   need for later editing.

                                                                                                   Find and replace allows users to rapidly
                                                                                                   update inaccurate metadata across multiple
                                                                                                   items.

   10. Are record/item ids compatible with Digital Object Identifier (DOI) standards?   W          Each item in CONTENTdm has a unique,
                                                                                                   persistent Reference URL that can be used
                                                                                                   as an identifier. Additional record ids can be
                                                                                                   added to metadata fields for compliance
                                                                                                   with the DOI standard.


   11. Can the same item be included in more than one collection or subset?             Y          Items can be added to more than one
                                                                                                   collection or added to the same collection
                                                                                                   multiple times but must be imported to each
                                                                                                   collection individually. The same item
                                                                                                   cannot be included more than once in a
                                                                                                   compound object. Items in different
                                                                                                   collections can be linked to each other by
                                                                                                   including an item’s short, persistent URL in
                                                                                                   a metadata field.

3. Search image management system                                                       Supplier
                                                                                        response                    Response
                                                                                        code
3.1 Can resources be searched across all or selected collections?                       Y          CONTENTdm supports searching on one,
                                                                                                   some, or all collections. End-users have the
                                                                                                   ability to choose whether to search across
                                                                                                   all collections, a single collection or
                                                                         selected collections.

                                                                         Cross-collection searching is supported via
                                                                         field mapping to Dublin Core. Collection
                                                                         administrators can apply their own field
                                                                         descriptions and map back to Dublin Core
                                                                         to provide the ability to search across
                                                                         multiple collections with differing metadata
                                                                         element sets.

3.2 What search types are available to the end user to find resources?   CONTENTdm provides search capability
e.g.                                                                     across user-defined fields and multiple
     author, artist, etc.                                               collections. CONTENTdm also has a
     subject headings                                                   browse capability which allows users to
     keywords (from which fields?)                                      view all the items in a collection.
     combination of some of the above
     date; range of dates                                               Collections can be searched by any
                                                                         metadata field that is designated as
How far are these locally definable?                                     searchable within the metadata field set.
                                                                         Therefore if metadata fields are included in
                                                                         a collections metadata field set covering
                                                                         author, subject headings, date etc., end
                                                                         users can perform the types of searches
                                                                         suggested. Any field within a collections
                                                                         metadata element set can be designated as
                                                                         searchable by a collection administrator.

                                                                         Users can search across all fields, on a
                                                                         single field, or on a combination of up to
                                                                         four fields within a single collection,
                                                                         selected collections, or across all
                                                                         collections.
                                                         Metadata element sets are entirely locally
                                                         definable up to a maximum of 100 fields per
                                                         collection.

3.3 What search statement operators are available?       CONTENTdm’s flexible search features
e.g.                                                     include Dublin Core and Latin-1 character
     truncation                                         set support; Boolean operators; exact
     phrases                                            phrase searching, and a powerful advanced
     near                                               search option for users to search by defined
     boolean (default operators? nesting?)              fields, across all fields, by proximity, and
                                                         across one or many collections.

                                                         Wildcard search is also supported.

                                                         See Annex D for more details about
                                                         searching.

Is a guided search form available?                   Y   Users can be guided through collections via
                                                         ―canned searches‖ created using the
                                                         Custom Query & Results (CQR).

                                                         CQR enables the creation of custom Web
                                                         interfaces and search options for
                                                         CONTENTdm collections using a simple
                                                         five step wizard. Use CQR to specify how
                                                         your collection should be displayed and
                                                         generate HTML code that can be pasted
                                                         into the Web pages used to display your
                                                         collection.

                                                         CQR can create queries in the form of a
                                                         simple hyperlink, a pull-down list, an index
                                                         box, a text box or a link to browse all the
                                                                                               items in a collection.

                                                                                               CQR is not an HTML editor; rather, based
                                                                                               on your specifications, it produces HTML
                                                                                               segments that define queries of collections.
                                                                                               In this fashion, complex queries are simple
                                                                                               to formulate and use on Web pages that
                                                                                               interface with CONTENTdm.

                                                                                               See Annex D for examples of collections
                                                                                               using Custom Queries and Results.

Are there any spell-checking facilities when searching?                                    W   When searching a single field in a single
                                                                                               collection, users can access a Show Terms
                                                                                               link that will display all of the terms
                                                                                               contained that field.

                                                                                               Additionally, the CONTENTdm Web
                                                                                               interface can be customised and extended,
                                                                                               by means of the interface API, to add
                                                                                               additional features and functionality.

3.4. What Information is shown about the search results?                                       By default, search results are presented in
                                                                                               a grid view that displays a numbered list of
      Is there positional numbering of results?                                               results along with a thumbnail image of the
      How does the software handle relevance ranking?                                         item and the title, subject, and description
      Can results be de-duplicated?                                                           metadata fields. The search results view
      Are search terms highlighted in the results?                                            can be customised by both collection
      What is the record format of the initial results browse screen and can it be            administrators and end-users.
       customised?
      What is the record format of the individual detailed record display, and can this       Search results can be displayed in five
       be customised?                                                                          different views: Thumbnail, Bibliographic,
      Can the end user specify how they want the results presented eg date, artist,           Grid, Title and Hierarchical views.
relevance?   Collection administrators can define the
             parameters for each view, including which
             fields are displayed, the sort order of the
             results, how many results are displayed per
             page, and how much text of a given field is
             displayed.

             By default results lists are returned sorted
             on the Title field in ascending alphabetical
             order. This behaviour can be customised.

             The default record format within
             CONTENTdm is Dublin Core 1.1. Record
             formats can be customised by Collection
             Administrators to best suit a particular
             collection.

             Results can be shown with search terms
             highlighted in bold text (keywords in
             context) in the Grid and Bibliographic views.

             End-users can customise their results views
             using Preferences. They can define the
             view in which results are presented, sort
             order, and the number of results per page.

             Search results pages include information on
             the query performed and the total number
             of results. A link back to the search page is
             easily accessible to allow users to refine
             their search.

             See Annex D for more information about
                                                                                               search results.

3.5 Can search results be limited?                                                         Y   Results can be limited by querying specific
  e.g. by                                                                                      fields and defining sort order. Any field can
     resource category                                                                        be searched singly in any collection or
     author/artist                                                                            across multiple collections.
     date range
     further words
3.6 Can search results sets be merged?                                                     W   Merging results sets is not currently
                                                                                               supported but search results can be
                                                                                               narrowed or expanded through the
                                                                                               advanced search interface.

3.7 Can search results and merged results be sorted? and subsorted?                        Y   Search results can be sorted on up to five
   e.g. by -                                                                                   fields. By default, all search results sort by
    date                                                                                      title. Collection administrators can change
    relevance                                                                                 the default sort order and end-users can
    category                                                                                  change sort order using Preferences in the
    title                                                                                     search interface. Additionally, results can
    author/artist                                                                             be sorted on the fly in the grid view by
    subject                                                                                   clicking on a column header.

Is there a default sort order and can this be specified by the library?                    Y   The default sort is on title. Sort order can be
                                                                                               customised by the collection owners and by
                                                                                               end-users.

3.8 Is it possible to search (navigate) further using elements from results set (e.g. by   Y   Fields within a metadata set that a
name, subject heading)?                                                                        Collection administrator has designated as
                                                                                               searchable will have the contents of that
                                                                                               field hyperlinked in the metadata record in
                                                                                               the end-user view. This allows additional
                                                                                               searches to be performed by selecting
                                                                                               appropriate hyperlinked data from a
                                                                                            metadata record.

                                                                                            Additionally, when viewing compound
                                                                                            objects with full text transcripts, users can
                                                                                            perform secondary searches of the full text
                                                                                            contained within the compound object.

3.9 Can metadata and images be selected / saved / e-mailed / exported / printed?        Y   End-users can save any item and its
                                                                                            metadata in their CONTENTdm My
      What formats are available for this?                                                 Favorites for presentations or reference. My
                                                                                            Favorites can be saved as HTML pages on
                                                                                            a local desktop. Once saved, My Favorites
                                                                                            can be sent to other users via e-mail. Any
                                                                                            user that has access to the Web and the
                                                                                            CONTENTdm collections can view the
                                                                                            items saved in My Favorites.

                                                                                            CONTENTdm also has a clip feature that
                                                                                            allows users to select a portion of an image
                                                                                            for saving, e-mailing, or printing. The clip
                                                                                            feature is accessible from the image toolbar
                                                                                            when viewing images in the collection
                                                                                            interface.

      Is there a Refworks format and can a Refworks button be included to facilitate   W   The default collection interface does not
       concurrent use of Refworks? (SHU has a site licence for Refworks)                    include a Refworks button. However, the
                                                                                            collection interface is based on a PHP API
                                                                                            that is available to users who wish to create
                                                                                            extensions and apply advanced
                                                                                            customisations.

                                                                                            CONTENTdm also includes Reference URL
                                                                                            functionality that generates the short,
                                                                                             persistent URL for any item which can then
                                                                                             be easily copied into bibliographies or other
                                                                                             citations.

3.10 Is there a personalisation facility for users?                                      Y   Users can save selected items to My
e.g.                                                                                         Favorites. Up to one hundred items can be
     select and save resources into personal sets for future use. Any limitations           stored in a My Favorites file and there is no
       on numbers of resouces or numbers of sets?                                            limit to the number of Favorites files that
     save selected search statements and search results (search history) for use in         can be saved.
       current or later sessions
     set up search alerts to run at intervals and notify of new items added                 Items saved in My Favorites can be
     label and annotate images with descriptive text                                        downloaded to Microsoft PowerPoint
     export saved sets to Powerpoint, VLE                                                   presentations where they can be edited,
                                                                                             labelled, and annotated.

                                                                                             Search parameters are saved per session
                                                                                             and the last terms used in the last search
                                                                                             are pre-populated in the Advanced search
                                                                                             fields.

                                                                                             All search results, browse pages, and items
                                                                                             in a CONTENTdm collection have unique
                                                                                             URLs that can be saved as a browser
                                                                                             Favourite/Bookmark for future use.

                                                                                             Alerts to notify users of new items added
                                                                                             are not included in the default interface.

3.11 Is there a staff view of the search interface and if so, what additional features   Y   Staff have the same view of the search
does this offer to staff?                                                                    interface as end-users and can perform all
                                                                                             search operations.

                                                                                             Additionally, the staff view provides access
to unpublished collections which are not
visible in the end-user view.
4. Authenticate and authorise access to image management system and                  Supplier                    Response
resources                                                                           response
                                                                                      code
4. 1 How is access to the system and to individual resources controlled? Is LDAP   Y            CONTENTdm is an application that runs on
authentication supported?                                                                       top of a standard operating system and
                                                                                                Web server. Access to the items stored in
                                                                                                CONTENTdm can be open to the public,
                                                                                                restricted to one or more collections, and/or
                                                                                                restricted at the individual item level.

                                                                                                LDAP authentication is supported.

How are public and staff user accounts handled?                                                 Public and staff accounts can be managed
                                                                                                using the underlying operating system.
                                                                                                Once a staff account is added to
                                                                                                CONTENTdm Administration, specific
                                                                                                administrative rights can be assigned.
                                                                                                Administrative rights can be assigned per
                                                                                                user per collection.

                                                                                                Administrator accounts may have any or all
                                                                                                of the following server rights: Add
                                                                                                collections, delete collections, and
                                                                                                administer user rights.

                                                                                                Administrator accounts may have any or all
                                                                                                of the following collection rights: Approve
                                                                                                items and build indexes, edit metadata,
                                                                                                select access rights, delete and unlock
                                                                                                items, configure settings and field
                                                                                                properties, and run reports and export
                                                                                                metadata.
                                                                                          Public user account are only required when
                                                                                          items or collections are restricted by user
                                                                                          name. No account or login is required to
                                                                                          access publicly available collections or
                                                                                          items. Collections and items can be
                                                                                          restricted by user name. To access items
                                                                                          restricted by user name, users need to login
                                                                                          before viewing restricted collections or
                                                                                          items.

                                                                                          CONTENTdm does not impose limits on the
                                                                                          number of simultaneous users that can
                                                                                          view a collection.

Can the above be Integrated with campus-wide single sign-on initiatives?              Y   CONTENTdm runs on top of a standard
                                                                                          operating system and Web server
                                                                                          environment. Authentication schemes that
                                                                                          are compatible with this environment are
                                                                                          compatible with CONTENTdm.
How are patron expiry dates handled?
                                                                                          CONTENTdm uses operating system user
                                                                                          names. Handling of expiry dates is
                                                                                          determined by the underlying operating
                                                                                          system.

4. 2 Is it possible to set up different permissions for different classes of users?   W   CONTENTdm supports both collection and
                                                                                          item level permissions. Collections and
      can access rights be set by user type ?                                            items can both be restricted by IP address
      cas access rights be set by user course?                                           or operating system user names. You can
      can access rights be set by resource type or by individual resource?               choose to require permissions for items and
      is it possible to prevent access to thumbnails and/or related images as            metadata or set permissions so that
       required?                                                                          metadata is available to all users but
                                                                           permissions are required to view the
                                                                           associated file.

                                                                           Authorisation schemes for types or
                                                                           categories of users are handled outside of
                                                                           CONTENTdm. CONTENTdm runs on a
                                                                           standard Web server so any authentication
                                                                           scheme that can be applied to similar web
                                                                           resources can be applied to a
                                                                           CONTENTdm implementation.

4. 3 Can the system support and authenticate deep links to it from -   Y   All search results, browse pages, and items
                                                                           in a CONTENTdm collection have unique
      local VLE (Blackboard)                                              URLs that can be linked to from other
                                                                           systems including a local VLE, other Web
      other web links, e.g. campus intranets                              sites, browser favourites and bookmarks,
                                                                           etc. Additionally, all items have a short,
      personal browser favorites / bookmarks                              persistent URL that will point directly to that
                                                                           item and can be linked to from other
      Talis List reading list system                                      systems.

                                                                           The short persistent URL can easily be
                                                                           obtained by end users when viewing items
                                                                           in a CONTENTdm collection by using the
                                                                           Reference URL feature. The Reference
                                                                           URL link automatically generates the short,
                                                                           persistent URL of the item being viewed.
4. 4 Will the system work off campus without detriment?                       Y            CONTENTdm runs on a standard Web server and
                                                                                           can be viewed and accessed like other Web sites. If
                                                                                           the collections are accessible to the public or to the
                                                                                           user attempting access, the collections can be
                                                                                           accessed from anywhere in the world via the Web.

Are there implications for off-campus browser and viewer set up?                           CONTENTdm supports standard Web browsers. No
                                                                                           special plug-in or application is required to view
                                                                                           collection sites and no special setup is required for
                                                                                           off campus access.

5. Customisation                                                                Supplier                        Response
                                                                               response
                                                                                 code
5. 1 In what respects can the end user display screens and system and error   Y            CONTENTdm is supplied with an ―out of the box‖
messages be customised to suit?                                                            interface already configured for use. It can be used
                                                                                           as is or customised as much or as little as desired.

                                                                                           This customisation of interfaces is achieved either
                                                                                           by making customisations to the Web templates that
                                                                                           make up the CONTENTdm end user interface or by
                                                                                           using the Custom Queries and Results tool to create
                                                                                           HTML code for predefined queries. The predefined
                                                                                           queries can be incorporated into existing or specially
                                                                                           created web pages.

                                                                                           For more advanced customisations, users can
                                                                                           request a copy of the PHP API and develop their
                                                                                           own interfaces or extensions as needed.

                                                                                           The default interface can be seen at
                                                                                           http://demo03.contentdmdemo.com/.
                                                                                     The interface in use at http://cdm.cch.kcl.ac.uk/iraq/
                                                                                     has been customised to a much greater level.

                                                                                     See Annex D for more examples of customised
                                                                                     search pages and sites. Additionally, the Customers
                                                                                     and Collections section on the CONTENTdm Web
                                                                                     site has links to several hundred live CONTENTdm
                                                                                     collections that show a range of customisations and
                                                                                     interfaces:
                                                                                     http://www.contentdm.com/customers/index.html

6. Help information                                                       Supplier                        Response
                                                                         response
                                                                           code
6.1 How and where can help information for end users be incorporated?   Y            Help information for end-users is incorporated into
                                                                                     the end-user interface and is available at all times.
                                                                                     The help included in the end-user interface can be
                                                                                     viewed at
                                                                                     http://cdmdemo.contentdmdemo.com/cdm4/help.php


6.2 Is there any context-sensitive help?                                Y            Context sensitive help is available throughout the
                                                                                     application.

6.3 How far can help information be customised ?                        Y            The help documentation for the end-user interface is
                                                                                     part of the customisable Web templates and can be
                                                                                     modified as needed.
7. Management and statistical information                                          Supplier                        Response
                                                                                  response
                                                                                    code
   7.1 Are there statistics of usage of resources in general and also of         Y            CONTENTdm can provide usage report statistics on
specific resources?                                                                           the number of items viewed by each user, by
                                                                                              collection, and by date and time as well as data on
                                                                                              top search terms within a specified date range.
                                                                                              Report data can be exported to Microsoft Excel or
                                                                                              Access for additional analysis or charting.

          through direct and indirect routes (such as bookmarks/favourites,                  Additionally, CONTENTdm runs on a standard Web
           Blackboard links)?                                                                 server so standard Web logs can also provide
                                                                                              detailed usage and access information when
          broken down                                                                        processed with a third party reporting application
             - by patron type                                                                 such as Webalizer or WebTrends.
             - by patron faculty/course
             - by date and time of day                                                        The CONTENTdm server also provides information
             - by categories of resource                                                      on the total number of items on the server and in
                                                                                              each collection along with a breakdown of items by
           with grand totals for all resources and subtotals by categories of                file type.
            resource

7. 2 For what period are statistics kept available?                                           CONTENTdm usage reports are generated from
                                                                                              Web server logs and would be available for any
                                                                                              specified date range for which the logs are available.

                                                                                              Each organisation’s policies for maintaining
                                                                                              historical logs would determine the period for which
                                                                                              reports are available.

7. 3 What information is kept about searches done and search failures?                        CONTENTdm usage reports provide information on
                                                                                              the top search queries. Other data about searching
                                                                                              is documented in the Web server logs.
7. 4 How is management information produced and stored?                                Usage reports are generated from the operating
                                                                                       system log files. The policies governing the storage
                                                                                       of log files are determined by individual
                                                                                       organisations.

8. Interoperability                                                         Supplier                        Response
                                                                           response
                                                                             code
8.1 How might the system be integrated into :                                          CONTENTdm can be used with Blackboard and
                                                                                       WebCT through the My Favorites option. Each
    1. a Virtual Learning Environment, in our case Blackboard                          faculty member can develop their own sets of links
    2. an institutional portal                                                         to the primary resources stored in CONTENTdm
    3. the Ex Libris Metalib metasearching software. Can the system be                 which can then be saved to external Virtual Learning
       metasearched by MetaLib?                                                        Environments. See Annex 2 for an example of
    4. the Ex Libris SFX openurl linking software - as a source of and a               CONTENTdm used with WebCT.
       target for openurl queries
    5. the TalisList reading list software                                             CONTENTdm is fully web compatible and can be
                                                                                       integrated with institutional portals. CONTENTdm
                                                                                       includes a Custom Query and Results wizard which
                                                                                       supports the collection developer in creating
                                                                                       predefined queries to be inserted into institutional
                                                                                       portal or other Web pages.

                                                                                       CONTENTdm has been integrated with many
                                                                                       outside systems. Examples of two such
                                                                                       implementations are below. Any additional
                                                                                       information about the implementations is proprietary
                                                                                       and should come from the using organisation
                                                                                       directly. Please feel free to contact the references
                                                                                       provided for additional information.

                                                                                       WebFeat is used by the University of Washington,
                                                                                       KCTS Television, and King County Libraries to do
                                                    Web-based federated searching through URL links.

                                                    Ann Lally
                                                    University of Washington Libraries
                                                    Box 352900
                                                    Seattle, WA 98195-2900
                                                    (206) 685-1473
                                                    alally@u.washington.edu

                                                    Oregon State University has used MetaFind,
                                                    WebBridge, and OPENURL for various projects,
                                                    including linking to CONTENTdm from their III
                                                    catalog.

                                                    Terry Reese
                                                    Oregon State University
                                                    121 Valley Library
                                                    Corvallis, OR 97331
                                                    (541) 737-6384
                                                    terry.reese@oregonstate.edu

                                                    No information about integration with the TalisList
                                                    reading list software is available at this time.
                                                    However, provided TalisList is compatible with
                                                    recognised Library standards (Dublin Core, XML
                                                    etc.) then integration should be possible.

8.2 Does the system have a Z39.50 capability?   Y   CONTENTdm is Z39.50 compatible. ZContent, a
                                                    Z39.50 software package available at no cost to
                                                    CONTENTdm customers, makes CONTENTdm a
                                                    Z39.50 target. Through ZContent, CONTENTdm
                                                    collections can be queried directly from local catalog
                                                    systems.
                                                         The University of Utah Marriott Library developed
                                                         ZContent as an open source software available to all
                                                         CONTENTdm users. ZContent adds Z39.50
                                                         compatibility to any CONTENTdm digital collections
                                                         server.

                                                         ZContent will process incoming Z39.50 requests,
                                                         convert them to appropriate CONTENTdm requests,
                                                         and return the results in either USMARC or XML
                                                         format.

8.3 Does the system have an XML server capability?   Y   The full XML record can be returned for any query
                                                         through the CONTENTdm API.

8.4 Are there any other interfacing facilities?      Y   CONTENTdm is based on open Web standards
                                                         such as XML, URLs, and HTML and can be
                                                         interfaced with a variety of other systems using XML
                                                         and other exports, the unique, short, persistent
                                                         URLS, OAI compatibility or the OCLC WorldCat link.

                                                         Several XML export options along with exports in
                                                         tab-delimited format make it possible to integrate
                                                         CONTENTdm metadata with other systems. With an
                                                         XML export, the exported records can be mapped to
                                                         specific metadata fields for import by bibliographic
                                                         management tools or other systems. Customers that
                                                         use this approach usually populate the MARC 856
                                                         field with the CONTENTdm item level URL.

                                                         The item level URL is a unique, persistent identifier
                                                         that will always link back to a specific item and
                                                         metadata record. These reference URLs can be
                                                                                  used in other systems to link back to items in
                                                                                  CONTENTdm. They can also be used to reference
                                                                                  items in documents, PowerPoint presentations or
                                                                                  other instances.

                                                                                  All CONTENTdm servers are OAI-PMH compatible
                                                                                  and CONTENTdm collection can be enabled for OAI
                                                                                  harvesting by an external OAI harvester. This can be
                                                                                  done through a configuration file on the
                                                                                  CONTENTdm server.

                                                                                  Additionally, CONTENTdm collections can be
                                                                                  harvested by OCLC WorldCat using the WorldCat
                                                                                  link.

                                                                                  There is a well-defined process for harvesting
                                                                                  CONTENTdm records directly into WorldCat. This
                                                                                  link is setup by registering a CONTENTdm collection
                                                                                  through a URL link in Collection Administration. A
                                                                                  registered collection is harvested at regular intervals
                                                                                  and the records are batch loaded into WorldCat.
                                                                                  Records harvested are translated into MARC 21
                                                                                  records for inclusion in the WorldCat catalog. They
                                                                                  can then be downloaded into local catalogue
                                                                                  systems, such as Innovative Interfaces Millennium.

8.5 Can multiple images and their related metadata records be imported into   Y   Items can be added to CONTENTdm singly or in
the system?                                                                       batches. CONTENTdm has a variety of batch import
                                                                                  process and other tools to help streamline collection
                                                                                  creation.

                                                                                  Users can import multiple items at one time with or
                                                                                  without associated metadata from a tab-delimited
file. Users can also import multiple associated items
at once to create Compound Objects. Compound
Objects can be imported from directories singly or in
batch. The wizard will automatically capture the
hierarchical structure of documents based upon the
directory structure. Associated OCR text files for full-
text searching can also be imported automatically
from a defined directory.

Users can also create metadata templates to speed
and standardise the entry of descriptive and
administrative metadata. Through the Template
Creator, CONTENTdm automatically adds
descriptive metadata (such as creator, source, date)
and administrative metadata (such as file size,
height, width) in specified fields for all items as they
are imported into a project.

Common metadata text can be defined for any field.
Administrative metadata that can be captured upon
import includes: file size (in kilobytes), media type,
file name, and height (in pixels), width (in pixels),
user name (of the staff member who imported the
item), checksum, and colour space of JPEG, GIF, or
TIFF files. Additionally, users can select a directory
import in the Template Creator to batch import text
files into metadata fields.

Users can also batch import lengthy text files from
OCR or transcripts into metadata fields to enable
full-text searching of documents; or, use the OCR
Extension to generate OCR during the import
process.
8.6 Is it possible to produce export files of multiple images and their related   Y           CONTENTdm supports the export of data in XML,
metadata records for transfer to another system? What data export formats                     SGML, or tab-delimited text.
are available to transfer data to similar systems in the event of a system
changeover at a later date?                                                                   CONTENTdm provides custom XML export options
                                                                                              so users can define specific fields to be exported
                                                                                              and designate the format for each exported field,
                                                                                              including repeating fields and customisation of XML
                                                                                              tag names.

                                                                                              XML exports contain references to digital resources
                                                                                              (images, audio files etc.) which are easily accessible
                                                                                              to Collection and System Administrators.

                                                                                              In addition the CONTENTdm collection metadata is
                                                                                              accessible through OAI if the user chooses to
                                                                                              enable this function. This gives a number of flexible
                                                                                              and powerful options to link to other software such
                                                                                              as online and local catalogue systems.

                                                                                              Collection owners can export entire collections or
                                                                                              subsets of data from any collection.

9. Hardware and software components                                                Supplier                        Response
                                                                                  response
                                                                                    code
9.1 What hardware platforms and operating systems and versions will the                       The CONTENTdm server software and JPEG2000
software run on?                                                                              Extension can be installed on the Microsoft®
                                                                                              Windows ServerTM 2000 or 2003, Linux, or SunTM
                                                                                              SolarisTM 8 or higher operating systems.
                                                                              The CONTENTdm Acquisition Station client
                                                                              software and OCR Extension can be installed on the
                                                                              Microsoft® Windows® 2000 Professional or
                                                                              Windows XP.

                                                                              The CONTENTdm PowerPoint Plug-in can be
                                                                              installed on systems running Microsoft Windows
                                                                              2000 Professional, or XP with Microsoft PowerPoint
                                                                              2000, 2002, or 2003.
9.2 What hardware is required for the system? Please give recommended         The CONTENTdm Server requires the following:
sizing and specifications to support growth in size and usage for a minimum        Microsoft® Windows Server 2000 or 2003,
of 3 years.                                                                           Linux, or SunTM Solaris 8 or higher
                                                                                   Dedicated Web server (IIS 4.0 or later with
                                                                                      Windows®, Apache with UNIX)
                                                                                   Intel® Pentium® 4 processor (with Windows
                                                                                      or Linux)
                                                                                   Minimum 512MB RAM. Recommended
                                                                                      1GB+ RAM
                                                                                   Adequate disk space to hold your collection.
                                                                                      (The most common file types within
                                                                                      collections are JPEGs with an average file
                                                                                      size of 100KB. Five hundred JPEG images
                                                                                      would require about 50MB of disk space.
                                                                                      Larger image files or audio and video files
                                                                                      require additional disk space. Assuming an
                                                                                      average file size of 100KB, a one gigabyte
                                                                                      system can store up to 10,000 display-quality
                                                                                      JPEG-compressed images. Each additional
                                                                                      gigabyte adds the capacity to store an
                                                                                      additional 10,000 images.)

                                                                              The CONTENTdm Acquisition Station requires the
                                                                              following:
                                                                                  Microsoft Windows 2000 Professional or
                                                                                   Windows XP
                                                                                  Intel Pentium 4 processor
                                                                                  Microsoft Internet Explorer 6.0
                                                                                  Minimum 256MB RAM
                                                                                  100MB of available hard-disk space for
                                                                                   installation
                                                                                  Minimum display resolution of 1024 x 768
                                                                                  128Kbps or faster connection
                                                                                  Acrobat® Reader® 5.0 or Adobe® Reader
                                                                                   6.0 or later

                                                                            See Annex E for specific examples of real world
                                                                            configurations.
9.3 Which database software is used?                                        CONTENTdm uses a text-based search engine built
                                                                            using internet standards and protocols and
                                                                            optimized to handle multimedia for fast text querying
                                                                            capability. This provides great flexibility in metadata
                                                                            support and fast performance for large collections.

                                                                            The database is an inverse text list and has been
                                                                            designed to scale to handle millions of records.

                                                                            No third party database applications are required to
                                                                            run the software.

Are all transactions and indexes updated in the database immediately?   Y   All indexing in CONTENTdm is initiated through an
                                                                            easy-to use interface available to collection
                                                                            administrators. New indexes can be built as each
                                                                            item is added to a collection or, as is more generally
                                                                            the case, when batches of items are queued for
                                                                            addition to the collection.
                                                                   Collection administrators can run the index at any
                                                                   time to update the text database for edits, deletions,
                                                                   and additions of items. Once indexing is complete
                                                                   the newly added data is immediately accessible to
                                                                   end-users.
9.4 Which software clients, viewers and plug-ins are used?         1. All staff maintenance tasks are accessed from the
                                                                   CONTENTdm Administration area which displays in
    1. for staff maintenance purposes                              a standard web browser.

    2. for end users                                               2. All end-user tasks can be accessed using the
                                                                   CONTENTdm default interface which displays in a
    3. to view and manipulate digital images and other resources   standard web browser.
                                                                   (The recommended browsers for viewing
                                                                   CONTENTdm Web Templates and CONTENTdm
                                                                   Administration are Microsoft IE 6.0+ and Firefox
                                                                   1.0+ on PCs, and Safari 1.2+ and Firefox 1.0+ on
                                                                   Macintosh.)

                                                                   3. Plug-ins may be required to display certain digital
                                                                   media file types. For example, Real Player for Real
                                                                   Media Files, Windows Media Player for certain audio
                                                                   and video file types, Adobe Acrobat Reader for
                                                                   viewing PDF.

                                                                   CONTENTdm can display any file format that can be
                                                                   viewed in your browser either natively or via a plug-
                                                                   in. This includes all common formats such as JPEG,
                                                                   GIF, or TIFF images, WAV or MP3 audio, AVI or
                                                                   MPEG video, PDF, and even URLs.

                                                                   Any plug-ins required will depend entirely on the
                                                                   make-up of the individual organisation’s digital
                                                                   collections.
                                                                CONTENTdm has built-in support for manipulating
                                                                images. No plug-ins are required to zoom, pan,
                                                                rotate, or clip images. With the CONTENTdm
                                                                JPEG2000 Extension, JPEG2000 images can be
                                                                viewed without the need for an additional browser
                                                                plug-in.

10. Software maintenance, development and support    Supplier                        Response
                                                    response
                                                      code
10.1 What software warranty is provided?.                       As stated in the CONTENTdm End User License
                                                                Agreement, DiMeMa warrants that, when operated
                                                                in accordance with the documentation
                                                                accompanying the Software and other instructions
                                                                provided by DiMeMa or its licensor, the Software will
                                                                be capable of performing substantially in accordance
                                                                with the functional specifications set forth in such
                                                                documentation.

                                                                DiMeMa warrants that maintenance and support
                                                                services will be performed in a competent, workman-
                                                                like manner.

                                                                If the Software fails to comply with the warranty
                                                                stated above, DiMeMa or its licensor will take
                                                                reasonable efforts to correct the non-compliance
                                                                (e.g., by furnishing a correction, modification or
                                                                update); provided that: (a) Licensee notifies DiMeMa
                                                                of the non-compliance within thirty (30) days after
                                                                the date DiMeMa delivers the Software to Licensee
                                                                and (b) DiMeMa or its licensor is able to reproduce
                                                                the non-compliance.
                                                                              If after the expenditure of reasonable efforts
                                                                              DiMeMa or its licensor is unable to correct any such
                                                                              non-compliance, DiMeMa will refund to Licensee all
                                                                              or an equitable portion (based on Licensee’s actual
                                                                              use of the Software and other pertinent factors) of
                                                                              the license fees paid to DiMeMa for such Software in
                                                                              full satisfaction of Licensee’s claims relating to such
                                                                              non-compliance.

                                                                              See the End User License Agreement for a full
                                                                              statement on Warranties and Limitation of Liability.

10.2 How is software support and development managed? Please include:         OCLC PICA supply first line support for
                                                                              CONTENTdm in Europe either via telephone or e-
   1. system support arrangements                                             mail from 7.45 - 5.15 pm GMT. Any support issues
   2. helpdesk features                                                       that cannot be dealt with by first line support can
   3. fault reporting and response procedures, including prioritisation and   then be escalated to DiMeMa located in Seattle,
       escalation                                                             Washington USA.
   4. software fixing procedures and time-scale
   5. software development strategy                                           Licensees also have access to the online User
   6. role, structure and activity of any User Group                          Support Centre which contains help files, tutorials,
   7. role of users generally in contributing to software development         installation and administration guides, software
   8. policy on bespoke developments                                          downloads, Web Template customisation and
   9. software release content and scheduling                                 localization examples and other resources. The User
   10. participation in any JISC projects                                     Support Centre is accessible 24 hours a day and is
                                                                              frequently updated.

                                                                              All CONTENTdm licensees are encouraged to
                                                                              subscribe to CONTENTdm-L, the online listserv of
                                                                              CONTENTdm users worldwide. This lively user
                                                                              group has members who have been users since the
                                                                              very earliest days of development. DiMeMa and
                                                                                OCLC PICA staff are also members and feature
                                                                                suggestions made by users on the listserv have
                                                                                been included in subsequent releases of
                                                                                CONTENTdm.

                                                                                See Annex F and the Annual Maintenance
                                                                                Agreement Terms & Conditions for additional
                                                                                information.

10.3 What is the period of time for which a version of the installed software   A minimum of two years. All users with a current
will be supported once a new version has become available?                      Annual Maintenance Agreement receive updated
                                                                                versions of the software free of charge as well as
                                                                                support documentation and access to the help desk
                                                                                for upgrade assistance.

10.4 What is the method of distribution for system updates installed by         System updates to be installed by users, along with
users? Include details of how instructions are provided and what support is     related documentation and installation instructions,
made available to users.                                                        are distributed via the User Support Centre (USC)
                                                                                on the CONTENTdm Web site
                                                                                http://www.contentdm.com.

                                                                                Announcements about system updates are posted
                                                                                to the CONTENTdm listserv and on the User
                                                                                Support Centre. Primary contacts at each
                                                                                organisation also receive direct notification of major
                                                                                releases.

                                                                                All system updates and upgrades are fully
                                                                                supported. Full documentation and upgrade
                                                                                instructions are made available at the same time as
                                                                                a system update and the technical support staff are
                                                                                available to assist with any additional questions.
10.5 Would you be prepared to enter into an escrow agreement relating to       W           OCLC PICA, DiMeMa’s Authorized Reseller, has an
the software? If so, please provide details. (Any associated costs should be               escrow clause in their contract with DiMeMa.
detailed in Appendix B.)
                                                                                           Individual escrow agreements are not available.

11. Training and documentation                                                  Supplier                         Response
                                                                               response
                                                                                 code
11. 1 Describe what help documentation is available for staff users and                    All staff users and administrators have access to the
system administrators.                                                                     CONTENTdm User Support Centre (USC) . The
                                                                                           USC is a user only Web site that contains online
                                                                                           help files, tutorials, installation and administration
                                                                                           guides, downloadable software updates, patches
                                                                                           and plug-ins, as well as links to CONTENTdm and
                                                                                           general digitisation resources made available by
                                                                                           CONTENTdm users. An archive of previous
                                                                                           CONTENTdm versions and related documentation is
                                                                                           also available.

                                                                                           CONTENTdm users may also participate in the
                                                                                           CONTENTdm user listserv where they can share
                                                                                           resources and best practices on digitization and
                                                                                           CONTENTdm implementation. A listserv archive is
                                                                                           also available.

                                                                                           See Annex F for more information on available
                                                                                           CONTENTdm tutorials.

11.2 Describe the training provided to new customers, including numbers                    Most CONTENTdm customers do not require any
and location                                                                               training to get started. If desired, however, training at
                                                                                           Beginner, Intermediate and Advanced user levels
                                                                                           can be given either at the user's site or at OCLC
                                                                                           PICA offices in the UK or Netherlands.
11.3 Does the company provide ongoing specialist technical support and         Y           Yes. All users with a current Annual Maintenance
advice relating to the setting up, maintenance and use of the system and its               Agreement (AMA) have access to ongoing technical
contents ?                                                                                 support and software upgrades.

                                                                                           CONTENTdm Licenses are available on the basis of
                                                                                           a 1st year License fee followed by Annual
                                                                                           Maintenance Agreement fees for subsequent years.

                                                                                           The CONTENTdm purchase price includes the
                                                                                           Annual Maintenance Agreement fee for the first
                                                                                           year.

                                                                                           In addition to these benefits, customers who
                                                                                           maintain their Annual Maintenance Agreement may
                                                                                           upgrade to a higher level of CONTENTdm by paying
                                                                                           only the differential between the current package
                                                                                           and the new level.

11.4 Is there a separate training and test environment?                        Y           The CONTENTdm server can be installed and run
                                                                                           on a single Web server for each license owned. Test
                                                                                           collections can be designated as unpublished so
                                                                                           they are only available to staff working on the
                                                                                           collection during collection development. When
                                                                                           complete the collection can be designated as
                                                                                           published through the Web based Administration
                                                                                           interface.

12. Backup, recovery, availability                                              Supplier                       Response
                                                                               response
                                                                                 code
12.1 Describe the system's backup and recovery capabilities.                         System backup for CONTENTdm entails standard
                                                                                     directory and file system backup procedures for
                                                                                     standard Web servers and operating systems.

                                                                                     Files are stored in collection directories which can
                                                                                     be backed up at regular intervals. Backups can be
                                                                                     made during normal system operation. Backup and
                                                                                     recovery is the same as for a standard Web site.

Can the system be recovered fully up to date in the event of a failure leading   Y   Restoring files from backup effectively restores the
to loss of data between backups?                                                     system state.

12.2 Is the system available for use 24/7? Are there any maintenance or          Y   There is no scheduled disruption of service required
upgrade processes which make it unavailable at times?                                for CONTENTdm installations. The system may be
                                                                                     unavailable briefly during system updates when the
                                                                                     program files are updated on the server. Updates
                                                                                     are only required for software release upgrades,
                                                                                     which occur a maximum of two times per year, and
                                                                                     occasional service packs or software patches. The
                                                                                     size of the database does not affect the outage time.

                                                                                     During index regenerations, certain administrative
                                                                                     operations (adding items, updating items) are locked
                                                                                     out (for that collection only) until the index has been
                                                                                     built, but access to the collection through the Web
                                                                                     interface remains available.
                    ANNEX A – FULL RESOLUTION MANAGER

CONTENTdm users can use the Full Resolution Manager to manage collections
containing archival full resolution images. The user can choose to store those items
online so they are accessible to end users, or offline in a permanent storage location.




Full resolution configuration

Upon import, full resolution images are stored in a staging area organized by volumes.
The location of the staging area as well as the size and name of the volumes are
configurable by the user. When each image is imported, the volume and file name are
automatically added to the full resolution metadata field. This field can be hidden from
end-users or made viewable.
Full resolution field displayed with link to full resolution TIFF image

When the full resolution items have been added to the collection, the volumes of full
resolution files from the staging area can be copied to a permanent location, such as a
CD-ROM or the Server. Within the Full Resolution Manager, the user can specify the
location of the permanent storage for each volume so it can be found in the future.
Permanent storage location of full resolution volume specified

When importing full resolution TIFF and JPEG files, CONTENTdm will automatically
create display and thumbnail images for those files. Users also have the choice of
importing their own display files if they have already created them using another
software program.

CONTENTdm allows users to preview display images created from full-resolution files
before they are generated during the import process. Using Image Optimization, display
settings, image rights, image processing (blur, sharpen, and remove noise), file format
(GIF or JPEG) and quality can all be defined and previewed.




Image optimization
Once the user is satisfied with the settings, they can be saved and are then applied to all
display images created from full resolution files. Image Optimization also gives users
information on the file size of display images and projected download times for various
internet connection speeds.
                 ANNEX B - USING CONTENTdm WITH WebCT

Libraries using CONTENTdm for their online primary source materials can use these
materials as a resource for teaching and research. This example demonstrates the easy
and straightforward steps required to use CONTENTdm My Favorites as presentations
or lectures within the WebCT instructional management system. The steps may be
applied in a similar manner to the Blackboard environment as used by many current
CONTENTdm users.

Setting up My Favorites

Items can be added to My Favorites when searching or browsing CONTENTdm
collections. Any user with a browser can search CONTENTdm collections and save
items to My Favorites from any of the collections on that server. My Favorites are
specific to each CONTENTdm server rather than each CONTENTdm collection. Users
can create as many different My Favorites files as they like and save them to their local
disk drive by following the instructions on the My Favorites page. Despite the
appearance of saving the actual display images, My Favorites saves only links (in the
form of thumbnail images) to items on a CONTENTdm server; it does not download or
save the actual display images. This allows changes to be made to the items and
metadata (e.g. additional information may be added) and the latest, updated items will
appear when the My Favorites file is accessed.

WebCT Example

Follow these steps to view an example of saved lectures created by importing My
Favorites files:

   1. Go to http://webct.utah.edu
             Username: dimema
             Password: demo
   2. Select CONTENTdm under Courses/Test
   3. Click on one of the item titled Lecture

   Lecture 1 – CONTENTdm URL link

                      a. This link might be used for a course where numerous
                         collections will be browsed. An instructor can store any URL
                         from their CONTENTdm collection.

   Lecture 2 – Photos from the Galloway Expedition on the University of Utah Marriott
   Library Digital Collections site

                      a. This lecture opens a saved My Favorites file with items from
                         this collection.
                      b. Click Make Favorites. The My Favorites page will now link to
                         the actual collection on a server.
                     c. From here, view additional items in the collection and/or
                        present My Favorites as a slide show by clicking View as Slide
                        Show.



   Lecture 3 – Examples of the zoom, pan, and slide show for JPEG and JPEG2000
   images. Images are from the newest CONTENTdm demonstration site showing two
   JPEG2000 maps (University of Washington), two JPEG images, and two JPEG2000
   drawings (University of Utah)

                      a. This link is useful for describing the new product features.
                      b. Click Make Favorites to explore this collection.

   Lecture 4 – Lecture slides on the Parthenon from Cities and Building collection at the
   University of Washington Libraries

                      a. Click Make Favorites to explore the collections (no zoom and
                         pan function)

To import My Favorites into the WebCT software:

   1. Search or browse collections on a CONTENTdm server and add items to My
      Favorites from the results screen or item viewers.
2. After adding items to Favorites, click My Favorites to see all the items. Name and
   save the My Favorites file as an HTML page by following the instructions at the
   bottom of the My Favorites page.




3. A new window will open displaying the My Favorites file. In this window, choose
   Save As… from the File menu to save My Favorites to a local directory. Save the
   file as type Web Page, HTML only.
4. Login to WebCT as an instructor and select Add page or tool
5. From Add page or tool click:
              a. Add Single Page
              b. Complete the required information as shown below
              c. Be sure to select: Open in: New browser.




The lecture will appear on the student page similar to the example below.
                              ANNEX C - E-COMMERCE


Most universities have established their own e-commerce applications for use by the
entire campus. CONTENTdm can be linked into these campus-wide systems through a
Web interface. Examples of this can be seen at:

Oregon State University: http://digitalcollections.library.oregonstate.edu/bracero/
Search or Browse the collection. Individual items can be added to the shopping cart by
clicking ―add to shopping cart‖ when viewing the item. Items can also be imported into
the order form from My Favorites. To order prints, click ―order prints‖ in the top
navigation bar. (It is safe to click on this to see how it works. You won’t get charged until
you give them payment information.) Documentation and source files for this
implementation are available at Oregon State University’s Development
Projects/Resource Page http://oregonstate.edu/~reeset/contentdm/downloads.html.

University of Utah: http://www.lib.utah.edu/digital/bodmer/
Browse or search the collection to retrieve an individual item. You can then purchase an
image by clicking on the ―add to shopping cart‖ link at the top of the screen. When ready,
select ―view shopping cart or check out‖ to proceed with the transaction. Options are
then given to select paper size and type, border parameters, quantity, and shipping and
payment methods. After these selections are made, you will be linked to a secure server
to provide payment information. You can also go to the University of Utah’s main digital
collection e-commerce site to access all of the collections that have shopping cart
functionality: http://www.lib.utah.edu/digital/site/ecommerce.html.
                                ANNEX D - SEARCHING

CONTENTdm ships with a clean and simple default Web template interface that can be
used immediately to get digital collections on the Web and make them available to
patrons. The default interface is also fully customizable through Web templates that
utilize client-side script and a PHP API. The PHP API is available to all users upon
request and can be used to develop custom interfaces and extensions. All text within the
default templates can be changed or localized (including navigation text buttons, on
screen instructions, and error messages) as can the design of the Web templates.

Using the default Advanced Search interface, patrons can choose to search across all
fields in all collections as shown in the first image below, specify collections and fields to
search and utilize a pop-up list of indexed metadata terms as shown in the second
image below. Users can also search by how close terms are to each other, called
proximity search.




Advanced Search - search across all fields
Advanced search - search selected fields




Advanced search - proximity search

Patrons can view, browse, or search results in five formats shown below: a Grid view,
Thumbnail view, Bibliographic view with search terms shown in bold font, a Title view, or
a Hierarchical view.
Patrons can sort results by clicking on column headings in the Grid and Title view or by
specifying sort order using Preferences.
If a patron is interested in a specific item within the collection, click on the item to open it
in a viewer. CONTENTdm has two different viewers: the item viewer, which by default
provides the image along with selected metadata, and the compound object viewer,



which provides additional navigational options including full text search within the
compound object.




Item viewer
Compound Object viewer

Both viewers allow the patron to use zoom with the image, pan the image if it is only
partially visible, rotate the image clockwise or counterclockwise, view a navigational
thumbnail (useful if the image is large), or clip part of the image and then use browser
functions to save, print, or e-mail the clipped portion of the image.



Image toolbar

Collection developers can determine the default display for the results view while also
allowing patrons to choose the view that best meets their needs at any given time.



Customization options include but are not limited to:

   Creating predefined queries. Staff can create custom search queries using a
    CONTENTdm module called Custom Queries and Results. The Custom Queries and
    Results feature walks staff through the process of formulating queries and generates
    the HTML code required to implement the query in the patron interface. These
    predefined queries can be a simple hyperlink invoking a single predefined query, a
    drop-down list containing selectable queries, an index box for searching a search
    term, a text box for entering search words, or a page to browse all items in the
    question. Examples of the staff interface to create custom queries are shown below.
    Using Custom Query and Results, staff can customize
    - search criteria
    - the results views
    - the number of records displayed within a single result page
    - how many fields and which fields are displayed within the results
    - order of fields and the number of characters displayed within fields
    - sort order of results

   Web page template design. Staff can modify the default Web templates, creating
    separate designs for each collection on the CONTENTdm Sever or using a single
    unifying organizational design. Examples of queries and Web template designs
    created by current CONTENTdm customers are shown below.
Kings College London - http://cdm.cch.kcl.ac.uk/iraq/
Digital Library of Appalachia - http://www.aca-dla.org/default.htm




British Columbia Sheet Music
http://angel.library.ubc.ca/bcmusic.html?CISOROOT=/bcmusic
Salem Public Libraries Historic Photgraph Collections
http://photos.salemhistory.org/index.html




American Journeys - http://www.americanjourneys.org/search.asp


   Field labels and field choices. Field labels are completely customizable by staff
    creating the collection. Staff also chooses which fields are displayed and which fields
    can be searched from the patron interface.

   All color, text, and text buttons within the Web template files, including patron Help
    files. Extensive customization for collections is supported through modification of the
    Web template files.
                  ANNEX E – CONFIGURATION EXAMPLES

CONTENTdm runs on standard hardware configurations and no special
configurations are required or recommended. Below are details on two
implementations to give you more information on real life environments.

     Customer example: Appalachian College Association

     The Appalachian College Association is running the CONTENTdm software on a
     Dell PE2500 with a 1266Mhz Pentium 3 CPU and 512 MB of RAM. The system
     has 50GB SCSI Raid configuration with 15 GB total used. Network
     communications are supported with a 10/100 Intel Ethernet adapter in the
     machine and they have had no reported problems with bandwidth. The Server
     holds 3400 different files in multiple collections with most being MP3’s. There
     are eighteen different institutions that are part of the program with their collective
     student base. In the year 2003 the site transferred a total of 6.8GB of data
     across the connection. For system backup they do an append backup to the
     server with a SAN every other day and do a full backup every weekend.

     Customer example: University of Utah

     The University of Utah’s current configuration is a Windows 2000 Advanced
     Server cluster. Each cluster node is a Dell Poweredge 2650 rack-mount server
     running dual Xeon 3.2GHz processors, and 2 GB RAM. They are direct attached
     to a Fibre Channel SAN enclosure, which houses about 2.5 TB of storage. In this
     cluster model, only one server is active at any given time, so only one machine is
     used to run the database server. Currently they are connected to the campus
     backbone via Fast Ethernet 100Mbps. They are planning to upgrade to Gigabit
     soon. There is no network load balancing, because the second network adapter
     in each server is connected via crossover to the other cluster server as a
     heartbeat connection. University of Utah reports never having had any problems
     with concurrent staff or patron users overloading the system

     For a backup solution Utah uses a 20 - tape LTO-Ultrium automated library. The
     full backup, run once a week, exceeds 2TB, currently the limit of their system.
     They are looking at a radically bigger 50 slot LTO-2 tape library to add on to the
     system. For future growth they are ordering a new server computer to split their
     collections in half, running the Utah Digital Newspaper Project collections (over 1
     million objects) on their current server, and everything else on a new server.

     Utah currently has 1.9M items on their server, and report that it is not being
     overtaxed in any way.
           ANNEX F – SOFTWARE SUPPORT AND DEVELOPMENT


CONTENTdm software support is managed by the DiMeMa technical support staff.
Support requests are tracked in an internal database system and communications are
documented. Support requests are responded to within 24-48 hours depending on
current support volumes. High priority or emergency support issues are given priority
and are addressed before other pending questions.

Feature and enhancement requests for CONTENTdm are gathered from the customer
support database, the CONTENTdm listserv, training sessions, user surveys, and bi-
annual product meetings. Additionally, users can send product suggestions directly to
the CONTENTdm Product Managers at OCLC PICA and DiMeMa.

Product suggestions are tracked by the CONTENTdm Product Manager via the
customer support database and a tracking spreadsheet. At the beginning of each
product cycle, feature requests are reviewed to determine features that will be included
in the next release. Factors that are taken into consideration during the review include
the number of users that requested the feature, the number of users who will be affected
(both positively and negatively), how the feature fits into the complete product
development plan, the amount of development time required to implement the feature,
how the feature fits in the user interface, and how the feature relates to known
standards.

User requests drive a large portion of product development. Committed to user
community needs, DiMeMa continually improves CONTENTdm based on user feedback.
An example of this process is the recent release of CONTENTdm, Version 4 which
included numerous features requested by CONTENTdm users. These features included
spell checking, SFTP support, item level security, more batch operations in
administration, and EAD support.

CONTENTdm has had a new release about every six to 12 months. The time cycle from
conceptual design to implementation depends on the nature and complexity of the
product enhancements. Some features complete this process within a few months and
are included in the next product release. More complex changes require a longer release
cycle, in the 12 to 18 month timeframe.

CONTENTdm releases software patches and service packs between releases on an as
needed basis. All previous patches and fixes are bundled into the latest software release
so users install the latest version do not need to apply previous patches. CONTENTdm
has released two service packs in its history.

Product enhancements are often driven by user requirements and early versions of
CONTENTdm are occasionally released to beta testers. Beta testers are a select group
of CONTENTdm customers that have experience or interest in particular software
components.
All software bugs are tracked in an internal bug tracking system managed by the
DiMeMa software test manager. Each new version of CONTENTdm goes through a
thorough testing cycle before it is released. Bugs that are found during the testing

process are reported and entered into the tracking system. Once a bug has been fixed,
the fix is verified by the testing team before the bug is closed. Any software tester can
report and enter bugs into the tracking system.

If a customer encounters a bug in the software, they can report the bug to the
CONTENTdm support staff. Bugs that are reported by customers are tracked in the
same test tracking system used to track bugs reported internally. Additionally, bugs that
are encountered during a customer support call are entered into the customer support
database as well. If a customer finds a bug that prevents them from continuing with their
collection development, the CONTENTdm developers will work on an immediate fix.
Other bugs are fixed and rolled into the next Service Pack or software release. Once a
bug fix has been developed and tested, it is posted to the User Support Center for
download. Announcements about the patch are posted on the User Support Center and
the CONTENTdm listserv as appropriate.
                             ANNEX G - TUTORIALS


CONTENTdm users have access to a comprehensive set of tutorials available on the
User Support Center. Tutorials are available in PDF format and can be accessed at any
time. They include these topics:


      Building Your First Collection — get up and running with CONTENTdm
      Controlled Vocabulary — enable controlled vocabularies in your collections
      Creating Compound Objects (Documents, Monographs Postcards, and
       Picture Cubes) — use the Compound Object wizard to quickly create
       Compound Objects
      Creating Documents with Full-text Searching — creating a document with
       fully searchable page text
      Custom Queries and Results — customize collection sites by creating custom
       queries and results
      Customizing Display Views — customize how search results and browse
       pages are displayed
      Editing the Web Template Files — customize color, font, text and headers and
       footers using the Web Templates
      Full Resolution Archiving — provide access to full resolution images within the
       online collection or archive full resolution files offline
      Imaging Concepts: Understanding Image File Types — an overview of image
       file types and how file formats affect images
      Image Rights Options: Using Banding, Branding, and Watermarking —
       display ownership or copyright information on items within collections
      My Favorites: Creating and Managing — create and publish favorite images
       from a range of collections
      Performing Manual Uploads From the Acquisition Station to the
       CONTENTdm Server — upload images manually when network constraints
       make automated uploads problematic
      Storing Digitized Audio and Video Files — special considerations when
       working with audio and video files
      Using the Mutliple Compound Object Wizard — use the Multiple Compound
       Object Wizard to create several compound objects at once. Sample data
       included (ZIP 9.5MB).
      Glossary of Terms

				
DOCUMENT INFO