Скачать презентацию Scanning Made Real Apply your skills implement Скачать презентацию Scanning Made Real Apply your skills implement

ac4599fc0aaf1f4458986369b89175fd.ppt

  • Количество слайдов: 53

Scanning Made Real Apply your skills & implement your workflow! Scanning Made Real Apply your skills & implement your workflow!

Course Overview • Project Planning – Guiding Principles & Strategies – Phase 1 - Course Overview • Project Planning – Guiding Principles & Strategies – Phase 1 - Setting the Stage – Phase 2 - Scoping the Project – Phase 3 - Implementing the Workflow • Hand’s On Session – Color Management – Photoshop Tools – Sample Workflow for Preservation Scanning • Online Resources

Plan Update Select Copyright Archive Store Prepare Project Overview DRM Digitize Publicize Process Assess Plan Update Select Copyright Archive Store Prepare Project Overview DRM Digitize Publicize Process Assess Metadata Deliver Interface System

Guiding Principles • A well-planned project will have a significant impact on the efficiency Guiding Principles • A well-planned project will have a significant impact on the efficiency of your workflow and operation • Document all aspects of the project in central space accessible to all • Be realistic in your estimates for timeline & budget • Establish clear lines of communication • Define roles & responsibilities, but avoid single points of failure • Secure institutional support for preservation projects before starting

Phase I- Set the Stage q Define Goals, including q. Desired outcomes for source Phase I- Set the Stage q Define Goals, including q. Desired outcomes for source material q. Functional requirements for digital assets q Determine selection criteria q Assess copyright q Assess physical characteristics of material q Define audience; establish use cases q Determine preservation plan q Secure funding

Define Goals of Project – What are the benefits to having the material digitally Define Goals of Project – What are the benefits to having the material digitally available? – Is your main goal to make the material more widely available (access) ? – Are you looking to replace or supplement originals (preservation)? – Are you looking for both access & preservation?

Define outcomes Desired outcomes for the source materials • Do you want to limit Define outcomes Desired outcomes for the source materials • Do you want to limit future access to source materials? • Do the objects need conservation treatment? Functional requirements for the digital reproductions • What kind of access do you need to provide to the material? • How will the material be used?

– Different goals/outcomes determine scope of digitization project, for example: • Access-only digitization • – Different goals/outcomes determine scope of digitization project, for example: • Access-only digitization • may lower scanning requirements • require less long-term planning (depending on project) • lower overall costs of project • Preservation digitization • will require a robust archiving system • may require conservation treatment • may increase your scanning requirements (higher dpi, etc) • will require institutional support

Determine Selection Criteria • Support learning, teaching, and research • Increased accessibility • Exhibitions/publications Determine Selection Criteria • Support learning, teaching, and research • Increased accessibility • Exhibitions/publications • Space savings • Promoting collections • Support new forms of use • Preservation – Reduce wear and tear – Reformatting tool

Assess Copyright • Copyright can derail digitization • Investigate public domain status and calculate Assess Copyright • Copyright can derail digitization • Investigate public domain status and calculate ROI on seeking permissions

Copyright • Copyright Term and the Public Domain in the U. S. – http: Copyright • Copyright Term and the Public Domain in the U. S. – http: //www. copyright. cornell. edu/training/Hirtl e_Public_Domain. htm • Copyright Office – http: //www. copyright. gov/records/ • Copyright Renewal Records – http: //www. scils. rutgers. edu/~lesk/copyrenew. html • WATCH File – http: //tyler. hrc. utexas. edu/

Assess physical characteristics – Assess physical collection; handling requirements; conservation requirements – Determine format Assess physical characteristics – Assess physical collection; handling requirements; conservation requirements – Determine format (slides/ negatives/monographs, etc) – Color – Size – Quality (will influence dpi)

Assess collection metadata • Any existing metadata that can be utilized? • Collection or Assess collection metadata • Any existing metadata that can be utilized? • Collection or item level data? • What are the discovery and search requirements? • What schema will you use?

Define audience – Consider possible use cases – Explore delivery options based on user Define audience – Consider possible use cases – Explore delivery options based on user needs – Explore metadata options based on user needs

Determine preservation strategy – Long-term preservation - Continued access to digital materials, or at Determine preservation strategy – Long-term preservation - Continued access to digital materials, or at least to the information contained in them, indefinitely. – Medium-term preservation - Continued access to digital materials beyond changes in technology for a defined period of time but not indefinitely. – Short-term preservation - Access to digital materials either for a defined period of time while use is predicted but which does not extend beyond the foreseeable future and/or until it becomes inaccessible because of changes in technology.

Secure Funding – Possible sources: grants, foundations, special interest groups – Consider long-term maintenance Secure Funding – Possible sources: grants, foundations, special interest groups – Consider long-term maintenance costs – Establish institutional commitment beforehand

Phase 1 Documentation ü Goals / Outcomes ü Selection Criteria ü Rights ü Physical Phase 1 Documentation ü Goals / Outcomes ü Selection Criteria ü Rights ü Physical condition (assessment) ü Metadata assessment ü Audience / Use cases ü Preservation Strategy ü Funding

Phase 2: Scope the Project q q q q q Determine material requirements, including Phase 2: Scope the Project q q q q q Determine material requirements, including conservation needs Set Imaging Parameters Define Master vs. Access Images Determine Quality Control Metrics Determine Storage Requirements Set Metadata Requirements Determine Delivery Method Establish Preservation Plan Project Assessment

Preparation • • • Conservation Disbinding Tagging Organizing physical volumes, slides, etc. Safe handling Preparation • • • Conservation Disbinding Tagging Organizing physical volumes, slides, etc. Safe handling and storage directions Metadata analysis

Digitization Benchmark image requirements– align technical requirements to project goals – Resolution / PPI-DPI Digitization Benchmark image requirements– align technical requirements to project goals – Resolution / PPI-DPI – Bit-depth – Threshold – Color Space / Color Profiles – File Formats – Compression Techniques – Filenaming

Image Processing – Master vs Access Files • Dpi • Color space • File Image Processing – Master vs Access Files • Dpi • Color space • File formats – OCR – Derivative creation • Static or multi-resolution formats • On-the-fly conversion • Batching

Scanning methodology – Capture device • One size doesn’t fit all- flatbed, overhead, bound Scanning methodology – Capture device • One size doesn’t fit all- flatbed, overhead, bound book, slide/film scanner – Scanner settings • Document type • Exposure (auto exposure or no? ) • Quality • ICE or ROC? • Color management (on or off? )

Quality Control Key factors in image quality assessment: – resolution – color and tone Quality Control Key factors in image quality assessment: – resolution – color and tone – overall appearance Procedures – Consistent approach – Defined scope and methodology – Control QC environment – Automated & Manual – Early detection important

Define Metadata Parameters • Metadata types – Descriptive, structural, administrative, preservation, technical • Metadata Define Metadata Parameters • Metadata types – Descriptive, structural, administrative, preservation, technical • Metadata standards – e. g. , Dublin Core (DC), Open Archives Initiative (OAI), Persistent URL (PURL), Encoded Archival Description (EAD), etc. • Capitalize on existing metadata!

Determine Access Mechanism – Delivery options • Luna Insight, DLXS, DPub. S, DSpace, Greenstone Determine Access Mechanism – Delivery options • Luna Insight, DLXS, DPub. S, DSpace, Greenstone – Levels of permission and access – Search mechanism – Out-of-the-box vs. customized platforms

Preservation • Technical strategies – Bit preservation – Refreshing – Migration – Emulation, technology Preservation • Technical strategies – Bit preservation – Refreshing – Migration – Emulation, technology preservation, digital archeology • Organization strategies – Policies and best practices – Technical and organizational infrastructure – Funding and staffing – Technology forecasting and risk assessment – Securing institutional support!!

Determine Budget – – Conservation requirements Digitization costs • Equipment/Software • Collating/ organizing material Determine Budget – – Conservation requirements Digitization costs • Equipment/Software • Collating/ organizing material • Scanning • QC • Post-processing • Storage – Metadata • • – Project Management • • – Staff Software Consider long-term maintenance costs

Determine Budget, cont. • On average* – One third of the effort will be Determine Budget, cont. • On average* – One third of the effort will be project planning, preservation preparation, management, and oversight – One third of the effort will be archival description and indexing – One third of the effort will be the actual digitization – The actual percentages of time spent on various activities will vary depending on the project * From Federal Agencies Digitization Guideline, Digitization Activities, Project Planning & Management Outline

Project Assessment • Evaluation – Plan for outcomes assessment – Conduct usability and functional Project Assessment • Evaluation – Plan for outcomes assessment – Conduct usability and functional testing – Conduct interface and robustness evaluation – Refer back to original project goals

Phase 2 Documentation ü Material Preparation ü Digitization Settings ü Image Processing ü Quality Phase 2 Documentation ü Material Preparation ü Digitization Settings ü Image Processing ü Quality Control Metrics & Methods ü Metadata ü Access ü Preservation ü Budget ü Assessment

Phase 3: Implement Workflow q Coordinate Overlapping Processes for conservation, digitization, and metadata q Phase 3: Implement Workflow q Coordinate Overlapping Processes for conservation, digitization, and metadata q Assign roles & responsibilities q Hardware & space considerations q Establish digitization workflow q Scanner settings q Color Management q Archiving q Post-processing q Quality Control q Write training guides q Scanning & Post-processing q Quality Control

Workflow Coordination • Not necessarily a linear process • Allow for overlapping workflows for Workflow Coordination • Not necessarily a linear process • Allow for overlapping workflows for conservation, digitization, and metadata creation • Determine rough flow of events (conservation-digitization-metadata), but allow for flexibility • Establish contingency plans

Roles & Responsibilities • Provide clear guidance to staff – Defined job parameters – Roles & Responsibilities • Provide clear guidance to staff – Defined job parameters – Expectations for deliverables (time and quality) • Avoid single points of failure – Have back-ups for staff

Hardware Considerations – Capture device • One size doesn’t fit all- flatbed, overhead, bound Hardware Considerations – Capture device • One size doesn’t fit all- flatbed, overhead, bound book, slide/film scanner • Quality • ICE or ROC? • Color management devices – Computer • Memory & Speed • Back-up for local drives • Archiving – Network • Gigabit line

Space Considerations • Temperature/humidity requirements • Space for multiple devices allows for multitasking • Space Considerations • Temperature/humidity requirements • Space for multiple devices allows for multitasking • No windows near overhead devices (mixed lighting) • Ability to turn off overhead lights

Establishing Digitization Workflow • • Set Scanner Settings Filenames Archiving methodology Color management • Establishing Digitization Workflow • • Set Scanner Settings Filenames Archiving methodology Color management • Characterize scanners • Calibrate monitors • Photoshop • • Assign device profile/ Convert to working space Image adjustment (levels, curves) Image repair (clone tool, selection, layers) Batch processing

Archive Derivatives Prepare Material Determine & Document Benchmarks Determine Filenames Quality Control 2 Digitization Archive Derivatives Prepare Material Determine & Document Benchmarks Determine Filenames Quality Control 2 Digitization Workflow Apply Photoshop Adj Convert to Working Space Calibrate/ Characterize Devices Scan Assign Device Profile Archive Masters & CM target Quality Control 1

Create training guides • Scanning guides should include: – Capture device settings (auto-exposure, color Create training guides • Scanning guides should include: – Capture device settings (auto-exposure, color management on/off, etc? ) – Dpi – Color space – Processing specs for master & derivative images – Calibration methods – Filenames • Quality control – Methodology/ frequency – Image settings

Digitization strategies • Batch / Automate as often as possible • Quality Control early Digitization strategies • Batch / Automate as often as possible • Quality Control early and often • Benchmark for project goals • Write effective training guides and keep them located next to scanning devices

Phase 3 Documentation ü Overall workflow plan with contingencies ü Roles & responsibilities ü Phase 3 Documentation ü Overall workflow plan with contingencies ü Roles & responsibilities ü Hardware & space requirements ü Digitization workflow & parameters ü Scanning & QC Guides

Sample Project Scenario • Digitize collection of 2000 early 20 th century, fragile photographs Sample Project Scenario • Digitize collection of 2000 early 20 th century, fragile photographs from Rare Library for patron & faculty use in ARTstor

Sample Project Scenario Phase 1 Phase 2 Phase 3 Goals: Source Material: Reduce handling Sample Project Scenario Phase 1 Phase 2 Phase 3 Goals: Source Material: Reduce handling /Preserve Functional Requirements: Zoom; Search; Export; Print Selection Criteria: Collection based Preservation-worthy Established faculty-need Copyright: Cleared (pre-1923) Material Assessment: Fragile/Special handling req. Conservation clearance Cyanotypes; Silver Gelatin Metadata Assessment: Collection-level metadata EAD finding aid Descriptions on back of photo Audience: Scholars; library patrons Use Cases: Slide Lectures Possible Faculty Publications Preservation: Long-term plan– library assets in need of preservation combined with enduring access Assessment: Should involve faculty feedback & user testing Funding: Internal grants Conservation: Treatment required Personnel: Conservation specialist Scanning Tech Metadata specialist QC tech Project Manager Image Parameters: High resolution, 24 bit images TIFF masters with JP 2 derivatives Color managed workflow Metadata requirements: Migration of existing data to VRA 4. 0 w/ full search capabilities Quality Control: 100% QC Delivery: ARTstor Preservation needs: Storage with triple redundancy plan Premis metadata administrative/descriptive/technical Institutional policy Institutional support Software/ Hardware: Flatbed scanner High Speed Computer High end monitors (x 2) Storage with back-up Adobe CS 4 Suite Color management software Space considerations: Temperature/humidity controlled Workflow plan Conservation-imaging-meta Digitization workflow: Filenames: Collection prefix followed by sequential # Color management: Calibrate monitor Characterize scanner Workflow guides: QC Digitization Metadata Conservation

Part II- Hand’s On Part II- Hand’s On

Archive Derivatives Prepare Material Determine & Document Benchmarks Determine Filenames Quality Control 2 Digitization Archive Derivatives Prepare Material Determine & Document Benchmarks Determine Filenames Quality Control 2 Digitization Workflow Apply Photoshop Adj Convert to Working Space Calibrate/ Characterize Devices Scan Assign Device Profile Archive Masters & CM target Quality Control 1

Color Management Basics • In digital imaging systems, color management is the controlled conversion Color Management Basics • In digital imaging systems, color management is the controlled conversion between the color representations of various devices, such as scanners, digital cameras, monitors, and computer printers. • Necessary to ensure accurate color fidelity

Color management terms* • Calibrate: The process of adjusting a device to known color Color management terms* • Calibrate: The process of adjusting a device to known color conditions. Commonly done with devices that change color frequently, such as monitors (phosphors lose brightness over time) and printers (proofers and other digital printing devices can change output when colorant or paper stock is changed). • Characterize- Measurement of device in relation to standard color target. This process creates a profile that describes the unique color conditions found on a particular device. • ICC Device Profile- A file that describes how a particular device (e. g. , monitor, scanner, printer, or proofer) reproduces color (i. e. , its specific color space). Profiles can be either generic or custom. *From Adobe Solutions Tech Note

Implementing a Color Management System Color Targets • Mac. Beth - best for manuscript Implementing a Color Management System Color Targets • Mac. Beth - best for manuscript material and silver gelatin prints • Kodak Q 13 - ideal when not utilizing color management system • Kodak IT 8 - best for contemporary photographs (color glossy paper) Software – In. Camera software for characterizing scanners – Color Eyes Display Pro Device for monitor calibration

Creating a scanner profile • You will need the following: – Color target – Creating a scanner profile • You will need the following: – Color target – Installed Color Calibration Software, preferably In. Camera Plug-In for Photoshop • Scan Target in Photoshop – – – Clean Scanner glass Turn off all automated color adjustment Place chart face down, handling only the edges Crop to edge of target Scan at high-resolution (600 dpi) Save as Targetname_date (macbeth_11_22_09. tif)

Creating a scanner profile, cont. • Create the profile – – Open scanned target Creating a scanner profile, cont. • Create the profile – – Open scanned target in Photoshop Clean image, removing any dust, etc Open In. Camera in Photoshop : Filter/Picto/In. Camera 4. 5 Adjust as necessary to fit squares in the middle of color patches. – Click Ok – Save file as Device_MB_Date. icc • Using the profile – Scan without any auto color adjustment – Archive Master file with profile & target scan – Assign profile & convert to working space for derivative images (See scanning manual for more information)

Photoshop Tools • Tools to use: – Levels & Curves (especially curves) – Clone Photoshop Tools • Tools to use: – Levels & Curves (especially curves) – Clone Stamp – Unsharp mask – Profile assignment/conversion – Batch Processing • Tools to avoid: – Automated levels – Brightness/contrast – Sharpening

Sample Workflow for Preservation Master • Turn off automated exposure, automated color, etc • Sample Workflow for Preservation Master • Turn off automated exposure, automated color, etc • Capture “raw” file • Can either capture with a kodak color chart or archive with profile & macbeth target • Check white/gray/black values for consistency across channels (if scanning RGB) and tonal range • Archive raw file; make adjustments in PS; archive adjusted file as well.

Online Resources • Federal Agencies Digital Guideline: – Excellent overview of digitization process & Online Resources • Federal Agencies Digital Guideline: – Excellent overview of digitization process & workflow – http: //www. digitizationguidelines. gov/stillimag es/documents/Dig. Activities-FADGI-v 120091104. pdf • Jisc Digital Media Guides – Cross-media advice to the creation of digital resources – http: //www. jiscdigitalmedia. ac. uk/crossmedia/

Listservs • Image. Lib Listserv – http: //listserv. arizona. edu/archives/ima gelib. html • Museum Listservs • Image. Lib Listserv – http: //listserv. arizona. edu/archives/ima gelib. html • Museum Computer Network Listserv – http: //toronto. mediatrope. com/mailman /listinfo/mcn-l