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Upgrading to Ex Libris Rosetta The Complete Digital Assets Management and Preservation Solution

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Upgrading to

Ex Libris Rosetta

The Complete Digital Assets Management

and Preservation Solution

2

CONFIDENTIAL INFORMATION The information herein is the property of Ex Libris Ltd. or its affiliates and any misuse or abuse will result in

economic loss. DO NOT COPY UNLESS YOU HAVE BEEN GIVEN SPECIFIC WRITTEN AUTHORIZATION FROM

EX LIBRIS LTD.

This document is provided for limited and restricted purposes in accordance with a binding contract with Ex Libris

Ltd. or an affiliate. The information herein includes trade secrets and is confidential.

DISCLAIMER The information in this document will be subject to periodic change and updating. Please confirm that you have the

most current documentation. There are no warranties of any kind, express or implied, provided in this

documentation, other than those expressly agreed upon in the applicable Ex Libris contract. This information is

provided AS IS. Unless otherwise agreed, Ex Libris shall not be liable for any damages for use of this document,

including, without limitation, consequential, punitive, indirect or direct damages.

Any references in this document to third-party material (including third-party Web sites) are provided for

convenience only and do not in any manner serve as an endorsement of that third-party material or those Web sites.

The third-party materials are not part of the materials for this Ex Libris product and Ex Libris has no liability for such

materials.

TRADEMARKS "Ex Libris," the Ex Libris bridge, Primo, Aleph, Alephino, Voyager, SFX, MetaLib, Verde, DigiTool, Preservation,

URM, Voyager, ENCompass, Endeavor eZConnect, WebVoyage, Citation Server, LinkFinder and LinkFinder Plus,

and other marks are trademarks or registered trademarks of Ex Libris Ltd. or its affiliates.

The absence of a name or logo in this list does not constitute a waiver of any and all intellectual property rights that

Ex Libris Ltd. or its affiliates have established in any of its products, features, or service names or logos.

Trademarks of various third-party products, which may include the following, are referenced in this documentation.

Ex Libris does not claim any rights in these trademarks. Use of these marks does not imply endorsement by Ex Libris

of these third-party products, or endorsement by these third parties of Ex Libris products.

Oracle is a registered trademark of Oracle Corporation.

UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open

Company Ltd.

Microsoft, the Microsoft logo, MS, MS-DOS, Microsoft PowerPoint, Visual Basic, Visual C++, Win32,

Microsoft Windows, the Windows logo, Microsoft Notepad, Microsoft Windows Explorer, Microsoft Internet

Explorer, and Windows NT are registered trademarks and ActiveX is a trademark of the Microsoft Corporation in the

United States and/or other countries.

Unicode and the Unicode logo are registered trademarks of Unicode, Inc.

Google is a registered trademark of Google, Inc.

All rights reserved.

Web address: http://www.exlibrisgroup.com

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Table of Contents

Introduction 4

Comparison Table 4

Rosetta Key Functionalities Overview 7

Deposit Module 7

Granular level deposit approval hierarchy 9

Management Module 11

Web Editor Functionality 12

Collection Management and Publishing Functionality (Using Primo) 13

Publishing Module 15

Rosetta Delivery Module 15

File Delivery Rules 16

FlexPaper – Book/Document Viewer (PDF, DOC, XLS, PPT) 17

JWPlayer – Audio/Video Viewer 18

Photo Album/Image Collection 18

Internet Archive Book Reader 19

Internet Archive Book Reader with METS ALTO Support 20

Preservation Planning and Action Functionality 20

Preservation Knowledgebase 22

Technical Analysis Interface 23

Performance and Scalability 24

Conclusion 25

4

Introduction

Ex Libris Rosetta is the only end-to-end digital asset management and preservation solution,

enabling institutions to manage the entire lifecycle of their digital collections, from ingest and

discovery to complete preservation.

Rosetta includes a wide range of features to allow customers running existing Digital Assets

Management (DAM) systems, including Ex Libris DigiTool, to upgrade to Rosetta. With the

introduction of version 5.0 of Rosetta, existing DigiTool and Primo customers who move to

Rosetta can benefit from an improved solution for digital asset management and complete

active preservation.

This document is structured according to the following table, which lists the commonly used

DigiTool functionalities and the equivalent, advanced functionalities that customers will enjoy

on moving to Rosetta:

Comparison Table

Category DigiTool Rosetta

Deposit

&

Ingest

Pre-defined deposit

module, Web-ingest

module

Advanced Deposit Module:

Customizable and business driven deposit

manual and automatic workflows

Single level Approval

workflow

More granular level deposit approval hierarchy

and workflow:

Assessment/Arrangement/Approval

No support for advanced

ingest error handling

Advanced ingest exceptions handling

workflows and user interface (e.g.: corrupted

files, unidentified formats exceptions)

5

Metadata

Management

Meditor – client based

metadata editor

Web only solution - no need for client

installation

Support for: DC, MARC

and MODS metadata

standards

Complete Dublin Core support.

Ability to ingest and preserve other formats

such as MODS, MARC and more.

Discovery

and

Publishing

Resource discovery for

collection searching and

browsing

Collection browsing is delivered using

Discovery solution such as Primo through an

OAI-PMH publishing by Rosetta.

Ad-hoc publishing

methods

Extensible and configurable Publishing

module

Viewers

And

Delivery

Basic embedded viewers

support

Extensive and expandable viewers support.

Wealth of out-of-the-box viewers and ability to

extend viewers support using open interfaces.

Access Rights on

Representation level

More granular level Access Rights enforcement

both on Intellectual Entity and Representation

levels

Preservation

No support for

preservation Preservation planning and action

No support for

preservation Preservation Knowledgebase

Configurations

and

Administration

Configurations are done

either through the

application interface or

using server commands.

Simple and easy configuration interface.

All of the configurations are done using the

application user interface (no need for

command line based administration)

Standard management

module

Dashboard driven and comprehensive

Management module

6

API and Open

Platform

Ad hoc APIs and Web

Services

Comprehensive APIs and integration interfaces

including access to the Ex Libris Developer

Network

https://developers.exlibrisgroup.com/rosetta

Customizable

Reporting Not Supported

Advanced and customizable reporting based on

Eclipse BIRT with the ability to create almost

any type of report based on any audited data

7

Rosetta Key Functionalities Overview

Deposit Module

Rosetta consists of an improved deposit module which enables the construction of tailored

deposit workflows. Each deposit workflow (known as a material flow) is built from several

building blocks:

1. Metadata Form – Defines the metadata form for users to fill in when depositing

materials (can be automated or manual)

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2. Content Structure – Defines the structure of deposited content (METS, CSV, set of files,

etc.)

3. Submission Format – Defines how files are to be uploaded (NFS, FTP, http upload etc.)

4. Access rights, based on User IP, User Group, Login, LDAP, Plugin and more

5. Copyright statement

6. Retention policy, based on a specified time period (for example: items will be preserved

for 7 years only)

Additionally, the depositor workbench has been re-designed to enable managing deposits and

receiving feedback about deposit statuses:

9

On the upper side of the above image, you can see the various deposit stages, including: Draft,

Submitted, Returned, Declined and Approved.

Granular level deposit approval hierarchy

As part of the Rosetta assessment workflow functionality, institutions can create and customize

assessment and approval workflows for deposits, based on business rules. For example:

10

All deposits from publisher A are regarded as ‘safe’ and do not require any special

checking.

Deposits from publisher B are not ‘safe’ and must be manually assessed for completeness

(metadata, files etc.).

Staff users can assess deposits and decide if they should be returned to the depositor for more

actions, or they can decline the deposits so depositors cannot re-submit them.

The following screenshot is taken from the assessor workbench; the drop-down list on the

bottom-right contains the list of actions available to the staff user (Approve, Reject, Decline,

etc.):

11

Management Module

Rosetta contains a management module in which staff users log in to manage content (as

opposed to system configuration) . The management lobby is designed as a dashboard which

displays all relevant information about deposits in one place:

The left side of the page contains information about deposits; the middle section displays

information about deposits being processed; and the right side of the page contains information

about objects in the permanent repository (preserved items).

12

Web Editor Functionality

One area in which Rosetta represents a functional improvement over DigiTool is the Web

Editor, which provides features for managing the object’s metadata, structure, and more. In

Rosetta, this is part of the management module:

In the above image, the left side of the page displays the object’s tree structure, while the right

side presents information and enables you to edit the level selected on the left side (the yellow

highlighted text).

13

Collection Management and Publishing Functionality

(Using Primo)

Rosetta provides a collection management module which enables easy construction of complex

collection hierarchies:

Items can be automatically assigned to collections during ingest or using an automated process.

Additionally, collection metadata can be published to search engines such as Primo and can be

used to allow search and discovery for collection. The following screenshot displays a search

result for collection:

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When users will click ‘View Online’, they are redirected to the Rosetta collection viewer:

15

Publishing Module

The Rosetta publishing module enables users to create sets (groups of objects) based on logical

queries, and assigns these sets to a profile which defines how the items are to be published (for

example: html, OAI-PMH, etc.). The following screenshot displays where to configure the sets

and profiles:

The publishing module also runs as part of the ingest module for all ingested objects.

Rosetta Delivery Module

The Rosetta Delivery module has been enhanced and updated to meet the requirements of

Rosetta users and the developing standards in the market:

Viewers – For different file formats and different Intellectual Entity structures, new viewers

are part of the out-of-the-box version of Rosetta. In addition, the mechanism for adding new

viewers enables users to integrate new external viewers and manage the integrations

through the Rosetta UI.

Delivery Rules – The Delivery Rule mechanism enables users to better control which

representations can be viewed for each Intellectual Entity, based on the Entity’s attributes

and representations.

16

File Delivery Rules

In addition to the existing viewers (such as JPEG, JPEG2000 and more), the following new

viewers are provided out-of-the-box:

17

FlexPaper – Book/Document Viewer (PDF, DOC, XLS, PPT)

This is one of the most advanced and popular viewers for books and documents. It transforms

the original format to an image, and in so doing, does not require any special browser plugins.

For more information, see: http://flexpaper.devaldi.com/.

18

JWPlayer – Audio/Video Viewer

A flexible video player which supports playing video on the web (.mp4 for video and acc/.mp3

for audio). Buffering is available when using this player. For more information, see:

http://www.jwplayer.com/.

Photo Album/Image Collection

This viewer is used for photo albums. It enables auto playing of images, scrolling, and viewing

of specific image titles and an entire album’s metadata.

19

Internet Archive Book Reader

This is an open source viewer created by Internet Archive. It provides all book viewing

capabilities such as flipping pages, zoom-in and zoom-out, and more. It also supports mobile

devices such as iPads and iPhones. For more information, see:

https://openlibrary.org/dev/docs/bookreader.

20

Internet Archive Book Reader with METS ALTO Support

This is the same book reader presented in the previous section, but with an ALTO plugin

developed by Ex Libris. For more information, see:

https://developers.exlibrisgroup.com/blog/rosetta_ia_bookreader_alto.

Preservation Planning and Action Functionality

Rosetta contains a preservation module which enables creating preservation plans. Preservation

plans are a predefined set of alternatives evaluated by the library staff to enable deciding which

of the alternatives is to be used to handle specific risk. The screenshot below displays a

preservation plan for TIFF format and its alternatives:

21

22

Preservation Knowledgebase

One of Rosetta’s core and unique preservation elements is its knowledgebase, consisting of the

Format Library, Application Library, Risk Library and Technical Metadata Extractors Library.

Using this knowledgebase, Rosetta can identify preservation risks and enable users to create

preservation plans. The following screenshots demonstrate the format library, application

library, and risk report (respectively):

23

Technical Analysis Interface

Rosetta contains a technical analyst workbench which enables users to handle technical issues

that occur during ingest. Using this workbench, users can replace files, assign format ID or even

run a complete validation routine on failed files. The screenshot below demonstrates a view

where a technical analyst can determine what is wrong with a specific deposit and the actions

which are available for handling the issues:

24

Performance and Scalability

Rosetta is built for large and small repositories and can be scaled up by utilizing a load-

balancing architecture; the architecture can scale up easily and transparently by adding more

processing power as well as by load balancing the processing using Rosetta’s queues and

workers mechanism. The following diagram demonstrates Rosetta’s deployment; the all-in-one

servers in the middle can be increased or reduced, as needed. For example, to support large

digitization projects, more servers can be added.

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Conclusion

Rosetta provides an end-to-end digital asset management solution, combined with advanced

active preservation capabilities. In addition, as a future-ready solution, Rosetta is fully

integrated with Ex Libris Alma, the Ex Libris cloud based, next generation library management

solution. The integration enables Alma to harvest data from Rosetta through the Open Archives

Initiative Protocol for Metadata Harvesting (OAI-PMH), and thus provide a single cataloging

and publishing platform.

Whether you have modest or large-scale digital asset management and preservation needs,

Rosetta can help you address your current and future challenges.