Introduction to Omeka


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This is a very basic workshop to introduce novice users to Omeka with an eye towards providing hands-on experience to decide whether it can serve their own research needs.

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Introduction to Omeka

  1. 1. Hands-On with Omeka Building a Narrative with Digital Objects ! Shawn Day Queen’s University Library - 9 December 2013
  2. 2. Upcoming Seminars and Workshops ! ‣ ‣ ‣ ‣ ‣ January - Digital Project Management February - Survey of Digital Humanities Ecosystem February - Data Visualisation for Presentation March - Social Scholarship – Tools for Collaborative Research April - Data Visualisation for Textual and Spatial Analysis ! ‣ More to come:
  3. 3. Objective ‣ To understand through hands-on 'doing' whether Omeka might be of use in your research programme ! ‣ Omeka was developed at Center for History and New Media (CHNM) at George Mason University as a "next generation web publishing platform for museums, historical societies, scholars, enthusiasts, and educators." The feature-rich offering provides for the presentation, searching and browsing of digital collections along with a robust metadata management facility.
  4. 4. Who is CNMH? ‣ ‣ ‣ ‣ ‣ ‣ ‣ Roy Rosenzweig Centre for New Media and History Founded 1994 George Mason University in Washington Collaborative Space Supporting 50+ Scholars To preserve and present history online Transform scholarship across the humanities Supported by grants from AHA, NEH, NHC, Library of Congress, Meloon, Sloan, Rockefeller and Kellog Foundations amongst others
  5. 5. Products Zotero THATCamp Scripto PressForward ! ! Omeka ! ! ! ! Zotero [zoh-TAIR-oh] is Designed for cultural Let host your Short for “The a free, easy-to-use institutions, enthusiasts, collections, research, Humanities and Firefox extension to and educators, Omeka is exhibits, and digital Technology Camp," help you collect, a platform for publishing projects. THATCamp is a manage, and cite online collections and BarCamp-style, useryour research exhibitions. generated sources. “unconference” on digital humanities. Scripto is a free, open source tool that enables community transcriptions of document and multimedia files. PressForward is pioneering new methods to capture and highlight orphaned or underappreciated scholarship and share it with digital humanists across the web. ScholarPress Anthologize Survey Builder Timeline Builder Serendip-o-matic Web Scrapbook ! ! ! ! ! ! Manage your class, Anthologize is a free, open- Build online surveys that CHNM Labs: Easily publish research, or source, plugin that are especially create and manage a collaborate on a transforms WordPress applicable to oral timeline of historical conference into a platform for histories. events for your presentation with this publishing electronic website. hub for scholarly & texts. educational plugins. Serendip-o-matic connects Store all kinds of your sources to digital media items — materials located in URLs, images, text, libraries, museums, and and movies — & archives around the collaborate thru the world. CHNM online scrapbook.
  6. 6. What is an Omeka?
  7. 7. So What can you do with it? In Education ‣ Example 2
  8. 8. So What can you do with it? ‣ Example 1
  9. 9. So What can you do with it? ‣ Example 1
  10. 10. OMEKA Core Features ‣ ‣ ‣ ‣ Based on Open Source Technology: Linux, Apache, MySQL, PHP; Free to Use, Free to Change; Easy to Use; Change Design using Themes; ‣ ‣ ‣ ‣ ‣ Add Functionality with Plug-Ins; Unqualified Dublin Core Metadata; Strong Support Community; Extensible, Scalable, Flexible; Interoperable
  11. 11. Steps in the Exercise 1. Set Up an Account 2. Set Up an Omeka Site 3. Add Items to the Site 4. Make a Collection of Items 5. Create an Exhibit 1. Create Sections 2. Create Pages 6. Customise
  12. 12. Step 1 ‣ Set Up an Account
  13. 13. 1. Click on the "Sign Up!" button and enter requested information; 2. Open your email account and find the confirmation email sent by Omeka; 3. Click the confirmation email to activate your account.
  14. 14. Sign Up Options
  15. 15. Success!
  16. 16. What is 'an Omeka' ‣ An Omeka 'instance' contains: ‣ ‣ ‣ ‣ Items (digital Objects of various types) Collections (of objects) Sites (set of collections) Exhibits (curated subsets of site collections)
  17. 17. Step 2 - Setup an Omeka Site
  18. 18. Step 2.1 Define the Site ‣ ‣ ‣ Subdomain: Machine Friendly Site Title: People Friendly Site Description: Searchable but for your own good practice
  19. 19. The Omeka Dashboard
  20. 20. Step 2.2 Good Practice : Define the Site
  21. 21. Step 2.2 Site Settings
  22. 22. Step 2.3 Site Settings
  23. 23. Step 3 : Upload Items ‣ ‣ ‣ ‣ Items can be no larger than 32Mb Free instance of Omeka limited to 500Mb in total Need to manage storage and file size Upgrade for more
  24. 24. Supported Item Types ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ Document Still Image Moving Image Sound Oral History Email Lesson Plan Website HyperLink ‣ ‣ ‣ Event (Time-Based Occurrence) Person (Biographic) Interactive Resource
  25. 25. Sidenote: Buying Server Space ‣ ‣ ‣ ‣ ‣ ‣ ‣ Simpler then you may think $12/yr on for example $4-6 gets you as much as you may need for personal or project usage Hostgator, Bluehost, DreamHost, Site5 are good examples Domain Name + Shared server space Software Installs are automated Mailserver etc. standard
  26. 26. Step 3.1 Upoad an Item ‣ ‣ ‣ Return to the Dashboard Choose 'Add an Item' Dublin Core? ‣ ‣ ‣ ‣ ‣ More Info: 15 Metadata Elements of a generic and wide-ranging number of digital resources; Each Dublin Core element is optional and may be repeated; Other schemes: MARC, How can we semantically define an object’s context?
  27. 27. A Rock Quick Look at the 15 Elements ‣ Title ‣ ‣ ‣ <dc:title></dc:title> What the formal name of this resource - how would a user know it? Examples: title of a painting, photo, document; the name of a person when using the "person" item type; the name of a lesson plan.
  28. 28. A Rock Quick Look at the 15 Elements ‣ Subject ‣ ‣ ‣ ‣ ‣ <dc:subject></dc:subject> What is the domain area/topic (non-spatial or temporal) that the object is part of? Controlled vocabularies such as the Getty can help here. Typically keywords, key phrases, or classification codes. Examples: Library of Congress subject headings; subjectspecific nomenclature.
  29. 29. A Rock Quick Look at the 15 Elements ‣ Description ‣ ‣ ‣ ‣ <dc:description></dc:description> What sort of short narrative will help a user to know whether this resource is relevant to their needs? This is often an abstract, a table of contents or even a graphical representation of the object Examples: a photo caption; descriptive information of an artifact/museum object; summary of a lesson plan; abstract or summary of a long document;
  30. 30. A Rock Quick Look at the 15 Elements ‣ Creator ‣ ‣ ‣ ‣ <dc:creator></dc:creator> Who is responsible for making this digital resource - digtiser, digital author? The original author or the digitising institution? Examples: Author/authors; artists; photographers; institutional authors or producers, such as university or federal agency.
  31. 31. A Rock Quick Look at the 15 Elements ‣ Source ‣ ‣ ‣ ‣ <dc:source></dc:source> From what resource did the derived digital resource come from? This can be a type, a descriptor but best practice recommends a string conforming to a formal identifier system Examples: Accession number; Collection of objects; Division of an archive or library.
  32. 32. A Rock Quick Look at the 15 Elements ‣ Publisher ‣ ‣ ‣ ‣ <dc:publisher></dc:publisher> Who (what institution is making this resource available? If there is a license or copyright involved helps to determine this one Examples: actual publisher, if there is one; entity or consortium publishing digital materials.
  33. 33. A Rock Quick Look at the 15 Elements ‣ Date ‣ ‣ ‣ ‣ ‣ ‣ <dc:date></dc:date> A point or period in the lifecycle of the digital object When was this scanned? When was it published? Consistency - decided by project management - documented Consider in relation to the coverage of the object Date is one of the trickiest fields to fill.You will want to decide how best to use it for your project for consistency. There is an open text field for date so that you can reflect the type of date information you have whether it is a very specific date MM/DD/YYYY or if it is "circa 1940".
  34. 34. A Rock Quick Look at the 15 Elements ‣ Contributor ‣ ‣ ‣ <dc:contributor></dc:contributor> Who (individual, institution, organisation - entity) is making this object available/responsible for its digitisation? Examples: person who contributed a story or file for an Omeka collecting project; owner or donor of collected objects.
  35. 35. A Rock Quick Look at the 15 Elements ‣ Rights ‣ ‣ ‣ ‣ <dc:rights></dc:rights> What restrictions are held in and over this resource? This is typically a statement relation to the intellectual and usage rights relating to this digital object Examples: spell out conditions of use for specific items here; Creative Commons type; Public Domain.
  36. 36. A Rock Quick Look at the 15 Elements ‣ Relation ‣ ‣ ‣ ‣ <dc:relation></dc:relation> What resources are related to this digitised object? Best practice is to refer to a <dc:identifier> Examples: a still image of a person entered as a "person" type.
  37. 37. A Rock Quick Look at the 15 Elements ‣ Format ‣ ‣ ‣ <dc:format></dc:format> What is the file format of this digital resource? Examples include size and duration. Recommended best practice is to use a controlled vocabulary such as the Internet Media Types (MIME).
  38. 38. A Rock Quick Look at the 15 Elements ‣ Language ‣ ‣ ‣ ‣ <dc:language></dc:language> What is the language(s) of the digital resource? Again best practice is to use a controlled vocabulary such as RFC4646 Examples: English; Russian; Spanish, et al.
  39. 39. A Rock Quick Look at the 15 Elements ‣ Type ‣ ‣ ‣ ‣ ‣ <dc:type></dc:type> What defined type best represents the object you are referencing? Best practice to use the DCMI Type controlled vocabulary Examples: For consistency, use item type controlled vocabulary provided by Omeka: Document, Moving Image, Oral History, Sound, Still Image,Website, Event, Email, Lesson Plan, Hyperlink, Person, or Interactive Resource.
  40. 40. A Rock Quick Look at the 15 Elements ‣ Identifier ‣ ‣ ‣ <dc:identifier></dc:identifier> Where will a user find this resource via the web? A direct and unambiguous identification of the resource unique and persistent - handle?
  41. 41. A Rock Quick Look at the 15 Elements ‣ Coverage ‣ ‣ ‣ ‣ <dc:coverage></dc:coverage> To what defining place or time is this item relevant (spatial or temporal)? Typically relies on a controlled vocabulary relevant to the domain, ie. The Getty Museum / Research Institute Where appropriate, named places or time periods can be used in preference to numeric identifiers such as sets of coordinates or date ranges.
  42. 42. Spend time thinking about your metadata in advance ‣ ‣ ‣ ‣ ‣ This is 'simple' Dublin Core You need to qualify to describe more fully How will people find what they are looking for? How will they differentiate from one 'thing' over another? How will your information architecture refer to the digital objects? ! ‣ Useful for Straight Dublin Core: Dublin Core Generator
  43. 43. Spend time thinking about your metadata in advance ‣ It’s really about best practice which means although you can touch and feel an object, you must define it properly first
  44. 44. Step 3.1 … Add an Item ‣ ‣ ‣ ‣ ‣ Enter data to the best of your ability for the Dublin Core info - bearing in mind not all fields are mandatory; Title, Description and Subject important. Title: Description: Subject: ! ‣ I suggest using an existing site for this example and scraping data from it.
  45. 45. Step 3.2 … Specify Item Type ‣ ‣ You can select from the default ypes supported by Omeka. These can correspond to the dc:type but not tied directly
  46. 46. Step 3.3 … Add a File to the Item ‣ ‣ You can have one or multiple files; Depends on type of item.
  47. 47. Step 3.4 … Add Tags to the Item ‣ Why Tags with all the DC metadata?
  48. 48. The Added Item
  49. 49. Step 4 Make a Collection ‣ Collections contain Items
  50. 50. Step 4.1 Add Items to a Collection
  51. 51. Step 4.1 Add Items to a Collection
  52. 52. Let’s Take a Look at What We Have
  53. 53. Step 5 Create an Exhibit ‣ What is an Exhibit? ! A carefully composed and curated digital showcase that organizes the images, texts, video, audio, and other uploaded items on your Omeka site into a coherent narrative for people to browse. Harriet Green, Librarian, University of Illinois Scholarly Commons
  54. 54. Step 5 Create an Exhibit ‣ Exhibits consist of Sections and Pages and Group Collections and Items ! ‣ The first step is to plan your exhibit as items cannot be spontaneously organised.
  55. 55. Step 5 Create an Exhibit ‣ Time spent at this stage is essential - define the display architecture
  56. 56. Step 5.1 Create an Exhibit ‣ Enable the Exhibit Plug-In
  57. 57. Step 5.2 Create an Exhibit ‣ Success
  58. 58. Step 5.3 Create an Exhibit ‣ Add an Exhibit
  59. 59. Step 5.4 Create an Exhibit
  60. 60. Step 6 Create a Section
  61. 61. Step 7 Create a Page
  62. 62. So,Where are we Now?
  63. 63. Step 8 Add a Home Page ‣ Use the Simple Page Plug-In to Add A Static Page
  64. 64. Step 8 Cleaning Up ‣ Remove Unused Components
  65. 65. Planning an Omeka Site 1. What are the primary goals of the website? 2. Who is the primary audience of this website? 1. Secondary audiences? 3. What sections will this website include? 1. Items: (renamed however you would like Archive/Sources/Objects) links to a browseable list of items, sortable by type of item and tags. 2. Collections (renamed however you would like): groups of items, public can dig through collection to find items. 3. Exhibits: (renamed however you would like) Exhibits contain interpretative text and rely on items/sources/objects as their building blocks. 4. About-- a simple page good for publishing project descriptions, credits, rights, et al
  66. 66. What About Items in this Website? 1. The item is the building block of your site. 1. Add the objects and materials you want to display in your site. 2. Add descriptions using some or all of the standard Dublin Core fields. 3. Once you have items in the Omeka archive, then you can build an exhibit with them or display categories of items organized by collections or tags. 2. Determine the types of items/sources/objects you plan to use in this site: (ie, Document, Still Image, Moving Image, Audio, et al), 3. Do you want to modify any of the item type fields or types? See Item_Types for additional types and explanations. 4. Do you need additional core fields? —> Install the Dublin Core Extended plugin. 5. It is wise to determine before you start building the item archive what type of consistencies you desire in your metadata-this may be especially true for fields such as date, publisher, creator, et al. 6. Would you like to establish your own Controlled Vocabulary for specific metadata fields, to make it easier for your team to enter consistent data? —> Install Simple Vocab plugin. 7. Do you need Library of Congress subject headings? —> Install Library of Congress Subject Headings plugin.
  67. 67. What About Items in this Website? 1. Do you want to establish a controlled tagging schema? You may add tags to individual items and exhibits. Before building your archive you may want to devise this schema to help control vocab and spelling. Tags can help you pull together different items for the purpose of arranging them on a map or creating navigational links to browse items with a specific tag. 2. Do you have materials in other databases or repositories? You may be able to batch add them into your Omeka site. Can items be exported in a Comma Separated Value format? —> CSV Import plugin. 3. Is there an OAI-PMH harvestable set? —> OAI-PMH Harvester plugin. 4. Do you have hundreds of files, or large media files? —> Dropbox plugin. 5. Do you want to display items on a map? —> the Geolocation plugin, you must geolocate each item individually. 6. Are you interested in collecting materials from your visitors through a web form, such as a story or textual reflection, photos, videos, et al. —> Contribution plugin to facilitate collecting. 7. Do you want to build an exhibit with your items? —> the Exhibit Builder plugin.
  68. 68. Thinking About Displaying Items 1. Do you want to add social bookmarking icons to the bottom of items/ show to allow users to share links to that item w/their social networks? 1. —> the Social Bookmarking plugin. 2. Do you want to open commenting on items (only available at item level, and for all items or none)? 1. —> the Commenting plugin. 3. Do you want to create and print QR Codes that link visitors in a physical place to individual items in your Omeka site? 1. —> the Bar Code and Reports plugin. 4. Do you have documents that you wish users to read through on the screen rather than downloading them? 1. —> the DocsViewer plugin. 
  69. 69. Extending Omeka Even Further ‣ Do you want to allow users to be notified of changes to your items, collections, or exhibits? ‣ ‣ Do you want users to be able to harvest objects to their own bibliographic managers (such as Zotero)? ‣ ‣ —> COinS metadata Do you want to track user demographics? ‣ ‣ —> Adam Output (Atom Syndication Format) —> Google Analytics Do you want to generate derivative images? ‣ —> Derivatives plug-in
  70. 70. Extending Omeka ‣ Would you rather user PBCore (VRCore being spoken of)? ‣ —> PBCore for AV ‣ Are you working with Audio material? ‣ Send it directly to SOundCloud with the SC Plugin ‣ Do you use Library of Congress Terms? ‣ —> LOC augosuggest ‣ Would you like to crowdsource transcription of materials in your collection? ‣ —> Scripto Transcription plugin
  71. 71. in a Nutshell Pros ‣ Simple ‣ Lightweight ‣ Standards-Based ‣ Extensible ‣ Embeddable in other systems ! ! Cons ‣ Scalability ‣ Some cross-browser issues ‣ Restrictions on Look and Feel ‣ Extensive customisation means getting into code ‣ Mobile on the way
  72. 72. Comparing and Features Server FTP client Web-based administrative interface for adding, editing, deleting items, collections, exhibits Storage Space File size limitations Sites per Installation Custom Domain Redirects Plugins and Themes Pricing Support LAMP server required no server required Required for file uploads and modifying Omeka not required Yes Yes Determined by your server admin Determined by your plan: 500 mb; 1 gb; 5 gb; 10 gb; or 25gb Determined by your server admin, with ability to use Dropbox plugin for files that exceed that limit. 32 mb maximum One website for one Omeka installation Depending on plan, multiple sites available managed by one user. You may point any Omeka installation to any domain name. No redirects available. All sites are subdomains of ( Any and all available in Add-ons directory (see more on other pages) Not all Omeka plugins are available for use on .Net. And availability of those plugins depends on the plan chosen (see more on other pages). Free: all versions of Omeka, and all of its plugins and themes are free and will be always. Free basic plan will always be available, with other options available for small fee: User Forums: Help section with detailed instructions: http:// Developers' Google Group: group/omeka-dev/ Troubleshooting help form: Advanced development: GitHub:
  73. 73. Alternatives ‣ ‣ ‣ ‣ ‣ WordPress Drupal Exhibit? ContentDM Duraspace (DSpace and Fedora) ! ‣ Noting that Omeka and these all can co-exist
  74. 74. Where to Go —> Neatline ‣ From the Scholar’s Lab at UVa
  75. 75. Where to Go Next ‣ ‣ ‣ Links Examples See the Support Page for this workshop:
  76. 76. Upcoming Seminars and Workshops ! ‣ ‣ ‣ ‣ ‣ January - Digital Project Management February - Survey of Digital Humanities Ecosystem February - Data Visualisation for Presentation March - Social Scholarship – Tools for Collaborative Research April - Data Visualisation for Textual and Spatial Analysis ! ‣ More to come:
  77. 77. Thank You Shawn Day - - @iridium ! The Library/Institute for Collaborative Research in the Humanities
 18 University Square - Ground Floor