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Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Portland Art Museum DAM Schema 

                                                 

MIMSY Related Custom Fields 

           o   Accession number 
           o   Title 
           o   Artist 
           o   Artist Nationality 
           o   Artist Life Dates 
           o   Date 
           o   Curatorial Department 
           o   Collection  
           o   Object Type 
           o   Credit Line 
           o   Copyright Statement 
           o   Copyright Instructions 

Other Custom Fields 

           o   Department 
           o   Copyright Status 
           o   Archival Storage Disc 
           o   Archival Storage Location 
           o   Event(s) 
           o   Exhibition(s) 
           o   Professional Photograph 
           o   Program(s) 
           o   Project(s) 
           o   Resource Type 
           o   Digital image 
           o   View Type  
           o   IPTC Copyright 
           o   IPTC Copyright Status 
Metadata Planning Tool

     Field Name                                 Description                         Type       Priority  Single/Multiple Vocabulary        Values
Keywords              Keyword search terms                                       Text       Crucial     Multiple         Unrestricted
Description           Who, what, when, where, and why information                Text Block Crucial     Single           Unrestricted
Approved              Is the asset approved for external distribution?           Text       Crucial     Single           Controlled   Yes
                                                                                                                                      No
Expiration Date       Asset may no longer be distributed after expiration date   Date/Time Crucial      Single           Unrestricted
People                Names of people in photos                                  Text      Nice to have Multiple         Hybrid       John Doe
                                                                                                                                      Davin Kluttz
                                                                                                                                      Marisela Alzuhn
                                                                                                                                      Edward Smith
Rating                Rating of asset from 1 (worst) to 5 (best)                 Number    Nice to have Single           Controlled   1
                                                                                                                                      2
                                                                                                                                      3
                                                                                                                                      4
                                                                                                                                      5
Stock Photo Price     Price of stock photo asset                                 Decimal   Negligible   Single           Unrestricted
Stock Photo Website   Website URL of stock photo source                          URL       Negligible   Single           Unrestricted
Example handouts from MW2011 Extensis DAM Forum
PORTFOLIO
                                                                     Uploading/Downloading Instructions



In an effort to help standardize and streamline the centralization of our digital assets, you need to follow the
guidelines below before uploading images to the Portfolio server.

1. File names – Keep names short and use underscores for spaces. Always include the file (.jpg). Never use
   uncommon characters like /, , or ~ as it may create conflicts. Include photographer initials before file
   number. Examples: JobFair_PR6723, EXPO_CL4673, Gallery_NLV4928

2. File formats – Always save your work in the jpg format with maximum quality.

3. File resolution – 300dpi (absolutely NO interpolation, we need quality, not quantity).

4. Minimum file size – 4” x 6” (1200ppi x 1800ppi) at 300 dpi
   *Note: 4” x 6” at 300 dpi = 16” x 25” at 72 dpi

5. File mode – RGB

6. Folder Categories – We have standardized the folder categories at the root level of the Portfolio server and
   ask you to be descriptive, but concise, when creating sub-folder categories, as this is one way Portfolio
   generates keywords. Example: Event_Name_090209pr, i.e. Board_Meeting_090217pr, Job_Fair_090116cl

7. Edit – Please edit your work before uploading. This will minimize the amount of storage space needed,
   enhance consistency and promote quality, since only the best of the selection gets exposed.

8. Metadata – There are two options on how to get your metadata embedded in your images:
   Using Portfolio - This is the recommended option to assure consistency and is done once the images are
   cataloged in Portfolio.
   Using third party software - You may use Lightroom, Bridge, Aperture or even Photoshop for your
   Metadata needs. If this is your preference, the Metadata needs to be done BEFORE you upload your images
   to the Porfolio server. Refer to the following table for Portfolio’s Extracting/Embedding Metadata settings:


     Portfolio Custom Field*    Bridge               LightRoom                 Photoshop file info
     _People in photo           XMP-Headline         Headline                  Headline
     _Event name                XMP-Description      Caption                   Description
     _Photographer              XMP-Copyright        Copyright                 Description
     _Campus                    XMP-Source           Source                    Source




    * All custom fields have a maximum of 250 characters
DAM Technology and Workflow Document
                                                         Server Information
SERVER SPECIFICATIONS
     Application            Hostname/IP         OS              Proc.         RAM    Admin Username*   Password*
DAM Server
Web Portal Server
SQL Server
File Server

SERVICE ACCOUNTS
       Service               Username         Password
DAM Server
Web Portal Server
SQL Connect

PASSWORDS
                     Type                     Password
DAM Server Admin
Web Portal Server Admin
Web Portal Site Creation

FILE SHARES
                             Protocol                                         Path
Originals
Previews

LOCATIONS TO BACKUP
         Server                 Data                                          Path
DAM Server            Catalogs (Windows)
DAM Server            Catalogs (Mac)
Web Portal Server     Sites (Windows)
Web Portal Server     Sites (Mac)
File Server           Originals
File Server           Previews
SQL Server            Database
DAM Technology and Workflow Document
                                                                     Software Information
SERIAL NUMBERS
                    License                        Number of Seats                                          Serial Number
DAM Client (Win)
DAM Client (Mac)
DAM Server
SQL Connect
Web Portal Server

FIREWALL PORT EXCEPTIONS
                                           From:                                             To:                                  Inbound Port
                       DAM Client                                      DAM Server                                                     2903
        Client
                       DAM Client                                      File Server                                          445 (SMB/CIFS) 548 (AFP)
      AutoSync         DAM Server                                      File Server                                          445 (SMB/CIFS) 548 (AFP)
                       Web Portal Server                               DAM Server                                                     2903
                       Web Portal Server                               File Server                                          445 (SMB/CIFS) 548 (AFP)
     Web Portal        DAM Client                                      Web Portal Server (Publish)                                    8085
                       DAM Client                                      Web Portal Server (Admin)                                      8086
                       Web Browser                                     Web Portal Server (View)                                        80
                                                                     Catalog Information
CATALOG OVERVIEW
                                                              Catalog Name                           Type               UserLevel            Password
                                     Settings:
Catalog 1
                               Previews Path:
                                     Settings:
Catalog 2
                               Previews Path:
                                     Settings:
Catalog 3
                               Previews Path:
DAM Technology and Workflow Document
                                            Keywords & Custom Fields
CUSTOM FIELDS
                  Field 1         Field 2            Field 3           Field 4   Field 5   Field 6
Name
Type
Multiple value?
Drop down menu?
Drop down items
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum
Example handouts from MW2011 Extensis DAM Forum

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Example handouts from MW2011 Extensis DAM Forum

  • 4. Portland Art Museum DAM Schema    MIMSY Related Custom Fields  o Accession number  o Title  o Artist  o Artist Nationality  o Artist Life Dates  o Date  o Curatorial Department  o Collection   o Object Type  o Credit Line  o Copyright Statement  o Copyright Instructions  Other Custom Fields  o Department  o Copyright Status  o Archival Storage Disc  o Archival Storage Location  o Event(s)  o Exhibition(s)  o Professional Photograph  o Program(s)  o Project(s)  o Resource Type  o Digital image  o View Type   o IPTC Copyright  o IPTC Copyright Status 
  • 5. Metadata Planning Tool Field Name Description Type Priority Single/Multiple Vocabulary Values Keywords Keyword search terms Text Crucial Multiple Unrestricted Description Who, what, when, where, and why information Text Block Crucial Single Unrestricted Approved Is the asset approved for external distribution? Text Crucial Single Controlled Yes No Expiration Date Asset may no longer be distributed after expiration date Date/Time Crucial Single Unrestricted People Names of people in photos Text Nice to have Multiple Hybrid John Doe Davin Kluttz Marisela Alzuhn Edward Smith Rating Rating of asset from 1 (worst) to 5 (best) Number Nice to have Single Controlled 1 2 3 4 5 Stock Photo Price Price of stock photo asset Decimal Negligible Single Unrestricted Stock Photo Website Website URL of stock photo source URL Negligible Single Unrestricted
  • 7. PORTFOLIO Uploading/Downloading Instructions In an effort to help standardize and streamline the centralization of our digital assets, you need to follow the guidelines below before uploading images to the Portfolio server. 1. File names – Keep names short and use underscores for spaces. Always include the file (.jpg). Never use uncommon characters like /, , or ~ as it may create conflicts. Include photographer initials before file number. Examples: JobFair_PR6723, EXPO_CL4673, Gallery_NLV4928 2. File formats – Always save your work in the jpg format with maximum quality. 3. File resolution – 300dpi (absolutely NO interpolation, we need quality, not quantity). 4. Minimum file size – 4” x 6” (1200ppi x 1800ppi) at 300 dpi *Note: 4” x 6” at 300 dpi = 16” x 25” at 72 dpi 5. File mode – RGB 6. Folder Categories – We have standardized the folder categories at the root level of the Portfolio server and ask you to be descriptive, but concise, when creating sub-folder categories, as this is one way Portfolio generates keywords. Example: Event_Name_090209pr, i.e. Board_Meeting_090217pr, Job_Fair_090116cl 7. Edit – Please edit your work before uploading. This will minimize the amount of storage space needed, enhance consistency and promote quality, since only the best of the selection gets exposed. 8. Metadata – There are two options on how to get your metadata embedded in your images: Using Portfolio - This is the recommended option to assure consistency and is done once the images are cataloged in Portfolio. Using third party software - You may use Lightroom, Bridge, Aperture or even Photoshop for your Metadata needs. If this is your preference, the Metadata needs to be done BEFORE you upload your images to the Porfolio server. Refer to the following table for Portfolio’s Extracting/Embedding Metadata settings: Portfolio Custom Field* Bridge LightRoom Photoshop file info _People in photo XMP-Headline Headline Headline _Event name XMP-Description Caption Description _Photographer XMP-Copyright Copyright Description _Campus XMP-Source Source Source * All custom fields have a maximum of 250 characters
  • 8. DAM Technology and Workflow Document Server Information SERVER SPECIFICATIONS Application Hostname/IP OS Proc. RAM Admin Username* Password* DAM Server Web Portal Server SQL Server File Server SERVICE ACCOUNTS Service Username Password DAM Server Web Portal Server SQL Connect PASSWORDS Type Password DAM Server Admin Web Portal Server Admin Web Portal Site Creation FILE SHARES Protocol Path Originals Previews LOCATIONS TO BACKUP Server Data Path DAM Server Catalogs (Windows) DAM Server Catalogs (Mac) Web Portal Server Sites (Windows) Web Portal Server Sites (Mac) File Server Originals File Server Previews SQL Server Database
  • 9. DAM Technology and Workflow Document Software Information SERIAL NUMBERS License Number of Seats Serial Number DAM Client (Win) DAM Client (Mac) DAM Server SQL Connect Web Portal Server FIREWALL PORT EXCEPTIONS From: To: Inbound Port DAM Client DAM Server 2903 Client DAM Client File Server 445 (SMB/CIFS) 548 (AFP) AutoSync DAM Server File Server 445 (SMB/CIFS) 548 (AFP) Web Portal Server DAM Server 2903 Web Portal Server File Server 445 (SMB/CIFS) 548 (AFP) Web Portal DAM Client Web Portal Server (Publish) 8085 DAM Client Web Portal Server (Admin) 8086 Web Browser Web Portal Server (View) 80 Catalog Information CATALOG OVERVIEW Catalog Name Type UserLevel Password Settings: Catalog 1 Previews Path: Settings: Catalog 2 Previews Path: Settings: Catalog 3 Previews Path:
  • 10. DAM Technology and Workflow Document Keywords & Custom Fields CUSTOM FIELDS Field 1 Field 2 Field 3 Field 4 Field 5 Field 6 Name Type Multiple value? Drop down menu? Drop down items