Planning for Digitization

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Planning for Digitization by: Amy Maroso Consortium of Academic and Research Libraries in Illinois (CARLI) maroso@uillinois.edu Illinois Library Association Thursday, October 5 2006. CARLI. All rights reserved.

Why Digitization? Provides access when items are presented online Patrons can view items anytime, anywhere Rare/fragile items can be safely viewed Promote underutilized collections Multiple people can access the same items Compliments traditional preservation practices 2

Project Planning: First steps What do you want to accomplish? Which collection(s) do you wish to make available? Know your audience: Who are you targeting? What are their needs? What are you going to digitize? What are the physical characteristics of the originals? In what condition are the originals? 3

Planning: Copyright Copyright If you don t own it, if it s not in the public domain, or if you don t have permission to use it, your project ends now. Many cultural heritage institutions digitize only items already in the public domain. Solve any copyright questions before you start. Procuring permissions can take awhile. 4

Planning: Conversion Where are you going to digitize the items? Work done in house: Who will do the work? Hire someone or use current staff? How will staff be trained? What equipment will you need? Do you have the proper physical environment to digitize? 5

Planning: Conversion Outsourcing: How/where will you find a vendor? What services do you need the vendor to provide? How much will it cost? Use an RFP (request for proposal) to compare prices and get more information. Shipping rare and valuable items is a concern. 6

Planning: Accessibility Making the items accessible What metadata scheme will you use? Who will create the metadata records? Are you going to catalogue the digital images differently than the originals? How will you store the images? How will you manage the images? How will you provide access to the images? 7

Planning: Funding How is your project going to be funded? Find funding within your institution Is it guaranteed? And for how long? Procure grant monies What if you don t get the grant? What happens when the funding ends? Reduce costs through collaboration Recoup some $: provide high quality copies for a price 8

What s This Going to Cost? Difficult to determine when not outsourcing Dependent on too many factors for each institution Equipment you already own or need to buy Staffing needs (including amount of chocolate needed to keep staff happy) Condition/amount/type of material to digitize Do test scans to see how much time it takes; use this to determine staffing needs 9

Document It Make sure you document all of your decisions throughout the entire project. Easier to answer questions later For others interested in learning the process Template for future digitization projects in your own institution Print out your documentation 10

What Equipment Do You Need? First, determine the types of items you plan to digitize Photos are they color or black&white? Text do you have bound items? Transparent media: slides, etc.? Fragile items that need special care? 3 dimensional items? Audio and/or video? 11

Flatbed Scanners Usually the workhorse of scanning labs Some models able to scan up to 11 x 17 Flatbed scanner 12

Other Scanners Film and slide scanners Scan 35mm slides and film/negative strips Batch feeding mechanism available for many models scan lots of slides automatically Wide format scanners Single page, oversized items like maps & posters Planetary/overhead scanners Good for fragile items Expensive 13

Cameras Great for 3D items Cheaper alternative to planetary scanners Use in conjunction with copy stand (preferably lighted) Use 35mm to create slides and then scan slides, or use digital camera to capture For digital cameras: make sure your camera can capture uncompressed images (like RAW or TIFF) 14

Other Needs Computer compatible with scanner/camera Software for image editing Storage for images (CDs for off line master images; server for on line access images) Appropriate and comfortable workspace Secure storage for original materials Ergonomic workstations Lots of space around equipment Lighting that can be turned off (for camera work) Content management system 15

Standards and Best Practices Capture once, use many times Save master image as uncompressed TIFF large image, high resolution Create derivates for online/other uses Store master images off line on CDs Resolution/bit depth of images: no one best rule Many sources available as reference 16

Metadata Metadata provides access points and information about your images. Richard Urban will go into detail 17

Final Thought DON T THROW OUT YOUR ORIGINALS! Digital documents last forever or five years, whichever comes first. Jeff Rothenberg There s more to the item than what a digital representation can show. Scholars may still need the original for research digital images aren t the real thing. 18