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Aggregation workflow
Dimitra Atsidis
Aggregator Forum, 22-23 May,
The Hague
Content
 Publication policy
 Potential partners process
 Submission deadlines for new and existing providers
 Europeana ingestion workflow
 Acceptance criteria and Europeana validation
 Guidance and help – Europeana pro
 Future plans for Europeana aggregation workflow
 Exercise – The ideal aggregation workflow
Publication Policy
Publication Policy
Clear criteria for acceptance or decline of metadata for publication and
for take down of legacy metadata from the Europeana database
Ingestion workflow (deadlines, timelines, prioritisation)
Content scope (what is a digital object, kind of content)
Technical validation of metadata quality (expected values)
Metadata licensing (CC0)
Rights Statements for digital objects
• All digital objects with valid edm:rights
• PD objects labelled as PD
• edm:rights & dc:rights not contradictory
Publication Process and Workflow
How to become a data provider to Europeana?
New Provider Timeline
Regular Ingestion Cycle Diagram Timeline
Europeana Ingestion Workflow
Acceptance criteria
Acceptance criteria
 Completed and submitted the Data Exchange Information Form.
 Data Exchange Agreement to Europeana
o Aggregators need to submit the signed Data Exchange
Agreements of their data providers
o Aggregators can use template clauses for the agreement
between aggregators and data providers:
http://pro.europeana.eu/ensuring-permissions-for-aggregators
 Metadata are accepted for publication after the feedback of the
Europeana Operations Officers
o EDM schema and guidelines
o Rights labeling
 Datasets are prioritised for publication if the edm:rights in the majority
of the metadata of the dataset is PDM, CC0, CC BY or CC BY-SA
 Datasets submitted via OAI-PMH protocol, FTP or file
Automatic validation:
Validation according to the EDM schema (or ESEv3.4)
Validation of the mandatory properties
Unique identifiers
oMetadata records that don’t meet this validation are discarded
oProviders can fix issues first and resubmit or let Europeana ingest
the records that are valid, and fix the invalid records at a later stage
Validation of urls for thumbnail creation (ImageMagick)
Europeana validation
Applicable class Mandatory Properties (or alternatives)
Aggregation edm:dataProvider
Aggregation edm:isShownAt or edm:isShownBy
Aggregation edm:provider
Aggregation edm:rights
Aggregation edm:aggregatedCHO
Aggregation edm:ugc (when applicable)
ProvidedCHO dc:title or dc:description
ProvidedCHO dc:language for text objects
ProvidedCHO
dc:subject or dc:type or dc:coverage or
dcterms:spatial
ProvidedCHO edm:type
Mandatory properties
Validation by the operations officers:
Feedback is following to the EDM schema and guidelines
Check if links are working, are direct links of reasonable size
Recommendations to include thumbnails, geolocations, etc.
Feedback on (near) duplicate records, and taking the advantages of
the EDM
Feedback on rights statements in edm:rights and dc:rights
Relations between the EDM classes
Correct use of vocabularies
Literals vs resources (e.g. a thumbnail always need to be a valid url)
Feedback on any other metadata quality related matters (duplication
of properties, encoding in the data, wrongly mapped properties, etc.)
Etc, etc.
Europeana validation
Guidance and help
Guidance and help
Europeana Professional:
http://pro.europeana.eu/provide-data
Content inbox – for all ingestion & metadata related matters
content@europeana.eu
Questions?
Future plans for aggregation
workflow
Future plans for aggregation workflow
 The big plan is to open up part of the ingestion workflow to providers
• Providers can log-in, identify the aggregator/project they work for
• Providers can select the datasets they want to update, or add new
datasets
• Providers can upload their data – protocols besides OAI-PMH and FTP
are under discussion
• Providers can map their data to EDM, or edit data that is already EDM
• Providers can validate the data against the EDM schema and preview in
a preview portal
 Europeana wants to provide tools for uploading data, validating, mapping,
and previewing
 Other tools and workflows being considered: link checking, thumbnail
caching, enrichment
 Start with a test environment, to preview and validate subset of data before
sending to Europeana
 Eventually to open up part of the workflow of Europeana to providers, not
only for test but to integrate in the ingestion workflow.
Future plans for aggregation workflow
 Benefits for providers:
• Possibility to map to EDM
• Validation according to the EDM schema (with schematron rules we
implemented)
• Previewing before publication
• Self service, less dependent on Europeana, saving time (you can do many
steps yourself, and you spot errors earlier)
 Benefits for Europeana:
• Scale up operations – amount of projects, aggregators and therefore
datasets has grown exponentially in the last years
• To focus more on metadata quality and assisting providers as much as
possible with EDM, modelling and metadata related questions
• Making the ingestion process transparent and more connected to the
process at aggregators side
The ideal aggregation workflow
Consider your own aggregator route from data provider, to the aggregator to data provision to
Europeana
Consider also the current aggregation workflow of Europeana and the future plans presented
Now, draw the ideal workflow to get your data from the data provider, through your aggregator
into Europeana. Make a diagram, a mindmap, or whatever comes to mind.
Think, for instance, about the following questions:
What steps in your current workflow could you use help with (e.g. mapping, validation, rights
clearance)
Would you use any of the workflow steps Europeana plans to open up? Why, or why not?
Are there any tools you use already, you could recommend to everyone?
Would the aggregator or the data providers (or both) benefit and use the tools?
Use the yellow post-its to signal positive things, improvements, easy wins (and why?)
Use the pink post-it to signal forseeable issues, or difficulties (and why?)
Thank you!
Dimitra Atsidis
dimitra.atsidis@europeana.eu

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Aggregation Workflow at Europeana Aggregator Forum

  • 2. Content  Publication policy  Potential partners process  Submission deadlines for new and existing providers  Europeana ingestion workflow  Acceptance criteria and Europeana validation  Guidance and help – Europeana pro  Future plans for Europeana aggregation workflow  Exercise – The ideal aggregation workflow
  • 4. Publication Policy Clear criteria for acceptance or decline of metadata for publication and for take down of legacy metadata from the Europeana database Ingestion workflow (deadlines, timelines, prioritisation) Content scope (what is a digital object, kind of content) Technical validation of metadata quality (expected values) Metadata licensing (CC0) Rights Statements for digital objects • All digital objects with valid edm:rights • PD objects labelled as PD • edm:rights & dc:rights not contradictory
  • 6. How to become a data provider to Europeana?
  • 8. Regular Ingestion Cycle Diagram Timeline
  • 11. Acceptance criteria  Completed and submitted the Data Exchange Information Form.  Data Exchange Agreement to Europeana o Aggregators need to submit the signed Data Exchange Agreements of their data providers o Aggregators can use template clauses for the agreement between aggregators and data providers: http://pro.europeana.eu/ensuring-permissions-for-aggregators  Metadata are accepted for publication after the feedback of the Europeana Operations Officers o EDM schema and guidelines o Rights labeling  Datasets are prioritised for publication if the edm:rights in the majority of the metadata of the dataset is PDM, CC0, CC BY or CC BY-SA  Datasets submitted via OAI-PMH protocol, FTP or file
  • 12. Automatic validation: Validation according to the EDM schema (or ESEv3.4) Validation of the mandatory properties Unique identifiers oMetadata records that don’t meet this validation are discarded oProviders can fix issues first and resubmit or let Europeana ingest the records that are valid, and fix the invalid records at a later stage Validation of urls for thumbnail creation (ImageMagick) Europeana validation
  • 13. Applicable class Mandatory Properties (or alternatives) Aggregation edm:dataProvider Aggregation edm:isShownAt or edm:isShownBy Aggregation edm:provider Aggregation edm:rights Aggregation edm:aggregatedCHO Aggregation edm:ugc (when applicable) ProvidedCHO dc:title or dc:description ProvidedCHO dc:language for text objects ProvidedCHO dc:subject or dc:type or dc:coverage or dcterms:spatial ProvidedCHO edm:type Mandatory properties
  • 14. Validation by the operations officers: Feedback is following to the EDM schema and guidelines Check if links are working, are direct links of reasonable size Recommendations to include thumbnails, geolocations, etc. Feedback on (near) duplicate records, and taking the advantages of the EDM Feedback on rights statements in edm:rights and dc:rights Relations between the EDM classes Correct use of vocabularies Literals vs resources (e.g. a thumbnail always need to be a valid url) Feedback on any other metadata quality related matters (duplication of properties, encoding in the data, wrongly mapped properties, etc.) Etc, etc. Europeana validation
  • 16. Guidance and help Europeana Professional: http://pro.europeana.eu/provide-data Content inbox – for all ingestion & metadata related matters content@europeana.eu
  • 18. Future plans for aggregation workflow
  • 19. Future plans for aggregation workflow  The big plan is to open up part of the ingestion workflow to providers • Providers can log-in, identify the aggregator/project they work for • Providers can select the datasets they want to update, or add new datasets • Providers can upload their data – protocols besides OAI-PMH and FTP are under discussion • Providers can map their data to EDM, or edit data that is already EDM • Providers can validate the data against the EDM schema and preview in a preview portal  Europeana wants to provide tools for uploading data, validating, mapping, and previewing  Other tools and workflows being considered: link checking, thumbnail caching, enrichment  Start with a test environment, to preview and validate subset of data before sending to Europeana  Eventually to open up part of the workflow of Europeana to providers, not only for test but to integrate in the ingestion workflow.
  • 20. Future plans for aggregation workflow  Benefits for providers: • Possibility to map to EDM • Validation according to the EDM schema (with schematron rules we implemented) • Previewing before publication • Self service, less dependent on Europeana, saving time (you can do many steps yourself, and you spot errors earlier)  Benefits for Europeana: • Scale up operations – amount of projects, aggregators and therefore datasets has grown exponentially in the last years • To focus more on metadata quality and assisting providers as much as possible with EDM, modelling and metadata related questions • Making the ingestion process transparent and more connected to the process at aggregators side
  • 21. The ideal aggregation workflow Consider your own aggregator route from data provider, to the aggregator to data provision to Europeana Consider also the current aggregation workflow of Europeana and the future plans presented Now, draw the ideal workflow to get your data from the data provider, through your aggregator into Europeana. Make a diagram, a mindmap, or whatever comes to mind. Think, for instance, about the following questions: What steps in your current workflow could you use help with (e.g. mapping, validation, rights clearance) Would you use any of the workflow steps Europeana plans to open up? Why, or why not? Are there any tools you use already, you could recommend to everyone? Would the aggregator or the data providers (or both) benefit and use the tools? Use the yellow post-its to signal positive things, improvements, easy wins (and why?) Use the pink post-it to signal forseeable issues, or difficulties (and why?)