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Digital Asset Management Forum Chicago 2011

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Digital asset management best practices presentation from Chicago DAM Forum 2011

Digital asset management best practices presentation from Chicago DAM Forum 2011

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  • [Exercise: think of the most important field: controlled, uncontrolled, hybrid]
  • example folder hierarchy different levels represent different categories It’s likely that this was folder structure was setup in advance Otherwise we would probably see some level of disorganization like: Spaces/underscores in filenames Duplicate folder names And “out of place folders”
  • Here’s an example of part of a cheat sheet we made for the Registrars .
  • Another example of basic documentation – cheat sheet for file standards
  • Workflow (story)Here are some example use cases implemented into real-world workflows Prof. Foster has taught with projector slides and will continue to do so for the foreseeable future. However, students wanted to be able to review class images. A workflow was set up using the features in Portfolio which allow for automating cataloging on the server. Slides shown taken to photography services Slides are digitized/placed in weekly folders on server The DAM system watches the folders and adds items to the catalog putting the folder name in the keyword field Students search for images by week in web-based portal. The non-technical faculty member never touches the interface nor is any cataloging field provided
  • Images are scannedMetadata is embedded to files using Adobe BridgeThe scans are added to the DAM with extracts metadata from the fileMetadata is refined in the DAM as needed for search purposes
  • Example metadata fieldsDescription (text block)Keywords (multiple values)Date
  • Master keyword list – a list of predefined keywords
  • Predefined lists for department, event, image category, physical location
  • We see an example of a taxonomy for “Physical location matches ocean life” where a user must choose from a predfined list. We also see an example of a folksonomy where a user can enter text into a freeform field.
  • Predefined lists provide insight into collection contents
  • You can see that the search interface is customized for search by weekThe entire collection is not exposed to students, only relevant materials
  • Here’s an example of a collection of headshots from the National Gallery of London
  • Transcript

    • 1. Digital Asset Management Best Practicesdamlearningcenter.com/chicago2011
      Edward Smith
      Product Marketing Manager, Extensis
      @DAMGeek
    • 2. The Need for DAM
      Locating assets
      Understanding what assets are available
      Providing access to the “correct” assets
      Providing access to the “correct” format/size
      Reusing assets
      Recreating assets
      Inconsistent use
      Usage and rights
      1
    • 3. Presentation Outline
      Initiating your DAM Project
      Evaluating Solutions
      Implementing DAM
      Daily use of DAM
      Maintenance
      2
    • 4. Identify and Involve Stakeholders
      • Find champions
      • 5. Create a project team
      • 6. Involve your IT department
      • 7. Obtain director/executive level support
      3
    • 8. Take Inventory
      IT Assets
      • Hardware and Operating Systems
      • 9. Software and Applications
      File Assets
      Existing Systems and Data
      • Spreadsheets
      • 13. FileMaker/MS Access
      • 14. Physical Information Systems
      • 15. Other Databases?
      4
    • 16. Making a Business Case for DAM
      How does DAM support organizational goals/mission?
      Quantify the current pain points
      Does the cost justify the outcome? (ROI)
      5
    • 17. ROI Tool
      Handout Page #1
      6
    • 18. Document Current Workflow
      Questions to Ask:
      Who is responsible for managing assets?
      Who needs access to assets?
      • What are they looking for?
      • 19. What formats do they need?
      What is the folder hierarchy convention (if any)?
      What is the file naming convention (if any)?
      7
    • 20. Document Current Workflow
      Prior to evaluating DAM systems, document use casescenarios that describe how people currently work today, and how they would work in an ideal DAM system in the future.
      8
    • 21. Document Current Workflow
      Present Day Scenario
      Images are frequently requested by staff for use within PowerPoint presentations or for print and web use. The person maintaining the image collection fulfills image requests by browsing through folders on several different file servers. Once an appropriate image is located, a spreadsheet is cross referenced for usage rights. If the image does not meet the desired usage, the search continues. Once an appropriate set of images are selected, each image is opened in Photoshop and resaved in the correct format and resolution. The images are then uploaded to an FTP server and download instructions are emailed to the requesting staff member.
      9
    • 22. Document Current Workflow
      Ideal Scenario
      Images added to file server folders are automatically ingested by the DAM system. The collection maintainer adds search keywords and usage rights information to images in the DAM system using drop-down menus. A secure web portal allows staff to search items from the image collection using keywords and other automatically applied information such as “Date Created”. The web portal only displays search results for items that have an “approved” metadata value. Important information such as usage rights appear next to search results. Staff can download and convert images on the fly into low, medium, and high resolution formats.
      10
    • 23. Presentation Outline
      Initiating your DAM Project
      Evaluating Solutions
      Implementing DAM
      Daily use of DAM
      Maintenance
      11
    • 24. Evaluation of DAM Systems
      Focus on solving problems, not features.
      • What problems do you want to solve?
      • 25. What problems are the most important?
      • 26. What problems can be solved later (phase 2)?
      12
    • 27. Evaluation of DAM Systems
      Types of DAM Systems
      13
    • 38. Evaluation of DAM Systems
      Give vendors your notes and documentation.
      Ask to see how the system would work with your assets, processes, and data instead of generic data and demos.
      • Use cases
      • 39. Sample assets
      • 40. Metadata schema
      • 41. Folder structure example
      14
    • 42. Evaluation of DAM Systems
      Ask Vendors:
      • For a web demo
      • 43. For trial software
      • 44. For customer referrals
      • 45. How long have they been in business?
      • 46. What other organizations like yours are using their software?
      • 47. “How does your system…?” not “Can your system …?”.
      15
    • 48. Presentation Outline
      Initiating your DAM Project
      Evaluating Solutions
      Implementing DAM
      Daily use of DAM
      Maintenance
      16
    • 49. Assign Responsibilities
      1. Project Team
      2. Catalogers – dependant on cataloging strategy:
      • Who will add files?
      • 50. How much time for initial cataloging?
      • 51. How much time for ongoing cataloging?
      3. Server Admin
      4. Training and Documentation
      17
    • 52. Installation Steps
      Preliminary Discussions
      Installation
      Configuration
      Configure
      Test
      Review
      Documentation
      Training
      Post-Implementation Evaluation
      18
    • 53. Define Schema
      Schema is the framework or structure of your DAM database.
      Your schema will affect:
      • How people add assets
      • 54. How people categorize assets
      • 55. How people search for assets
      • 56. How people will understand assets, including:
      • 57. Descriptive Info
      • 58. Usage Info
      19
    • 59. Define Schema
      Controlled vocabulary
      A taxonomy or thesaurus that uses predefined lists of values.
      Unrestricted vocabulary
      An non-hierarchical collaborative method to categorize metadata where freely chosen keywords are used instead of a controlled vocabulary. Many organizations prefer not to use folksonomy, as it creates inconsistencies in the classification of information (kitty versus cat; product SKU versus product part number).Hybrid Vocabulary
      Offers users the choice of choosing values from controlled vocabulary listor entering in a desired value not available in the list.
      20
    • 60. Define Schema
      Prioritize metadata field entry
      1. Crucial Info…
      • Capture device
      • 61. Asset creator’s name
      • 62. Date created
      • 63. EXIF metadata
      2. Nice to Have…
      • Conservation treatment status
      • 64. Object collection information
      • 65. Curatorial approvals
      3. Can Live Without…
      • Work order information
      • 66. Exhibition information
      21
    • 67. Metadata Planning Tool
      Handout Page #2
    • 68. Folder Hierarchy
      A folder hierarchy is a structure of folders and subfolders.
      Folder hierarchies are used for:
      • Browsing assets (instead of searching)
      • 69. Access outside of a DAM system
      • 70. Applying metadata (keywords from path)
      23
    • 71. Handout Page #3
    • 72. File Limitations
      • File extensions?
      • 73. Long file names (more than 32 characters)?
      • 74. Mac resource forks?
      • 75. Mac color labels applied?
      • 76. Files larger than 2GB?
      • 77. Filenames with anything other than letters (A-Z,a-z), numbers (0-9), spaces ( ), underscores (_), dashes (-), or periods(.) ?
      25
    • 78. Documentation: Portland Art Museum
      Handout Page #4
    • 79. Documentation: Miami Dade College
      Handout Page #5
    • 80. DAM Implementation Summary
      Handout Page #6-8
      28
    • 81. Presentation Outline
      Initiating your DAM Project
      Evaluating Solutions
      Implementing DAM
      Daily use of DAM
      Maintenance
      29
    • 82. Workflow: Yale
    • 83. Workflow: Miami Dade College
    • 84. Workflow: AMNH
    • 85. 33
      Workflow: National Wildlife Federation
    • 86. 34
      Workflow: Portland Art Musuem
    • 87. Adding Files
      The process of adding files to a DAM system is also known as “ingesting”, “uploading”, or “cataloging”.
      The process may be invoked or automatic (“watch folders”)
      The Process May Involve:
      • Addition of metadata by user
      • 88. Automatic extraction of embedded metadata
      • 89. Automatic generation of derivatives like thumbnails, previews, or video proxies
      35
    • 90. Metadata Management
      • Automatic generation of keywords from file and folder names
      • 91. Extraction of metadata from files
      • 92. Embedding of metadata to files
      • 93. Batch editing
      • 94. Import or export of metadata to or from other systems and databases
      36
    • 95. Handout Page #9
    • 96. Handout Page #10
    • 97. Handout Page #11
    • 98. Search
      Basic Search
      Advanced Search
      40
    • 99. Handout Page #12
    • 100. Download
      After previewing an asset on screen, a user may need access to:
      • Download a high-resolution original file
      • 101. Download a low to medium-resolution file
      • 102. Download a watermarked file
      • 103. Playback time-based media (video streaming)
      42
    • 104. Processing
      Batch processing can change one or more of the following attributes on a selection of assets:
      43
    • 110. Self Service Web Portals
      Users maintaining digital asset collections typically use client applications to add and maintain the digital asset management system.
      Other “outside” users that are not familiar with the collection may benefit from self-service web portals that provide:
      • Access to approved assets in the correct formats
      • 111. Insight into collection contents
      • 112. Instant and remote access via the web
      • 113. Intuitive user interfaces and search forms
      44
    • 114. Handout Page #13
    • 115. Media Sets
      Handout Page #14
    • 116. The Solution: Portfolio Server
      Handout Page #15
      47
    • 117. Handout Page #16
    • 118. Handout Page #17
    • 119. Presentation Outline
      Initiating your DAM Project
      Evaluating Solutions
      Implementing DAM
      Daily use of DAM
      Maintenance
      50
    • 120. Archive != Backup
      Types of DAM workflows:
      • Production/Work in progress
      • 121. Archive/Distribution
      Back-up your files!
      • RAID is not backup
      • 122. Invaluable in terms of recovering files accidentally lost
      • 123. Get backups out of the building!
      Image source: http://www.flickr.com/people/roadhunter/
      51
    • 124. Software Updates
      Major Updates (Version 2.0)
      Minor Updates (Version 2.1)
      Hosted Solution Updates
      Maintenance Contracts
      Customization
      52
    • 125. Support
      Internal Support
      Vendor Support
      Consultants
      The Community
      53
    • 129. More Information
      DAM Learning Center:
      www.damlearningcenter.com/chicago2011
      @DAMGeek
      54

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