Functional and Service Requirements Questionnaire: CONTENTdm............................ (Insert product name)
Components Supplier Definition
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
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
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
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
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
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
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 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
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
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
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
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
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
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
implementations. Both extensions are freely
available to the CONTENTdm user
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
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
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
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
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
The template above refers to CONTENTdm
Versions 3.7 and 3.8. An updated template
for Version 4 will be available in first quarter
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
The OCR Extension provides collection
builders with the ability to integrate optical
character recognition (OCR) directly into
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
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
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
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.
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
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
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
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
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
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
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
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
Metadata element sets are entirely locally
definable up to a maximum of 100 fields per
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
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
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.
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
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
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
See Annex D for more information about
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
6. Help information Supplier Response
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
6.2 Is there any context-sensitive help? Y Context sensitive help is available throughout the
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
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.
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
8. Interoperability Supplier Response
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.
University of Washington Libraries
Seattle, WA 98195-2900
Oregon State University has used MetaFind,
WebBridge, and OPENURL for various projects,
including linking to CONTENTdm from their III
Oregon State University
121 Valley Library
Corvallis, OR 97331
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
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
ZContent will process incoming Z39.50 requests,
convert them to appropriate CONTENTdm requests,
and return the results in either USMARC or XML
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
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
Additionally, CONTENTdm collections can be
harvested by OCLC WorldCat using the WorldCat
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
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
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
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
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
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
Minimum 512MB RAM. Recommended
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
Microsoft Windows 2000 Professional or
Intel Pentium 4 processor
Microsoft Internet Explorer 6.0
Minimum 256MB RAM
100MB of available hard-disk space for
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
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
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
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
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
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
10. Software maintenance, development and support Supplier Response
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
DiMeMa warrants that maintenance and support
services will be performed in a competent, workman-
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
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
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
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
See Annex F and the Annual Maintenance
Agreement Terms & Conditions for additional
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
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
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
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
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
See Annex F for more information on available
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
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
12. Backup, recovery, availability Supplier Response
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
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.
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
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.
Follow these steps to view an example of saved lectures created by importing My
1. Go to http://webct.utah.edu
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
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
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
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
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
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 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.
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
Salem Public Libraries Historic Photgraph Collections
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
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
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
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