pierluigi feliciati – kerkira 23 may 03 wp 5 wp 5 guidelines of quality for public cultural web...
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Pierluigi Feliciati – Kerkira 23 May 03
WP 5WP 5 Guidelines of Quality
for Public Cultural Web
Applications
and the managing of web contents
Ministerial NEtwoRk for Valorising Activities in digitisation
U. Boccioni, Stati d’animo: quelli che vanno (1911) MOMA NYC
Pierluigi Feliciati – Kerkira 23 May 03
Outline
the MINERVA project• foreground• partners• policy scenario• structure• working packages• network enlargement• MINERVA website
the WP5 Quality Framework
the Quality Handbook recommendation
on long-term conservation of web contents
Pierluigi Feliciati – Kerkira 23 May 03
MINERVA isMINERVA is the instrument the instrument to to support the implementation support the implementation of theof the Lund Lund
Action PlanAction Plan
co-ordinating national programmesestablishing relationships with:• other European countries• international organisations• associations• networks• international and national projects,
with a special focus on the DigiCult DigiCult actionaction of IST
thethe MINERVA MINERVA projectproject
foreground
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject Original
Partners
•Italy, coordinator (Ministero per i Beni e le Attività Culturali)
•Belgium (Ministère de la Communauté Française)
•Finland (University of Helsinki)
•France (Ministère de la culture et de la communication)
•Spain (Ministerio de Educación, Cultura y Deporte)
•Sweden (Riksarkivet)
•United Kingdom (The Council for Museums, Archives and Libraries)
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject New
MembersHave already signed the membership agreement:
• Denmark• Greece• The Netherlands
Are going to sign:• Austria• Germany• Ireland
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject Policy
ScenarioThe main aim of MINERVA is to support the European framework made up of NRG, Lund principles, Lund Action Plan and Presidencies of EU in the field of the cultural heritage digitisation.
The members agreed to give the highest visibility to the Lund principles in their countries, by setting-up national structures in charge of disseminating the results of the Minerva project.
All the member states agreed on the opportunity to invest on MINERVA project their own funding besides the budget provided by contract.
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject how MINERVA
works 5 Working Groups at European level
Publications (guidelines, reports, case studies,
etc.)
National Policy Profiles concerning digitisation
National Representative Groups meetings
Workshops
Co-operation with other projects
Harmonising activities
Enlargement of the network
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject the Working
GroupsTo provide political and technical frameworks for improving digitisation activities of cultural and scientific contentsTo contribute at the definition of a common European platform for the harmonisation of national initiatives
Benchmarking frameworkIdentification of Good practices and Competence centresInteroperability, Service Provision and IPRInventories, discovery of digitised content, multilingual issues Identification of user needs, contents and quality framework for common access points (WP5)
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject BENCHMARKING
To exchange comparable information between Member States on programmes and policies
To promote the adoption of a benchmarking framework as a key tool for co-ordinating and harmonising national activities as well as to develop measures to show progress and improvementshort and long term strategies
• to report on the results achieved so far, at the next NRG meeting in Corfù (June 2003)
• to set-up methodology, shared data format and tool, for collecting data on a continuous base;
• to update constantly qualitative and quantitative information and to create a common database.
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject GOOD
PRACTICESto select and to promote good practice examples from Member State programmes and projects in order to exchange experiences, skills and to collect consensus from different communities of users.
short and long term strategies
• first selection presented in Alicante (E), June 2002
• first MINERVA Handbook on Good Practices to be published during 2003, at the moment available in a draft version on the Minerva Website
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject
INTEROPERABILITYwithin the general scope to contribute to the development of eventual European Guidelines for cultural digitisation
analyse, identify and evaluate activities on metadata, registries and schemes
promote discussion on standards, conformance testing centres, agreed terminologies, common metadata scheme, middleware specifications
examination of related issues, such as IPR
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject INVENTORIES
To share experiences, to discuss and to facilitate implementation of common actions concerning
inventories of past, on-going and planned digitisation projects based on national observatories
technical infrastructure for coordinated discovery of European digitised cultural and scientific content, including a common set of metadata for description
multilingual issues
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject WEB QUALITY
define quality criteria for the digitised content encourage the adoption of quality criteria for developing cultural and scientific web applicationssupporting the initiatives launched by the European Commission with the provision of national digital contentencourage training actions in cultural sites, to promote knowledge of multicultural issues
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject Network
enlargementthe instruments:
Membership AgreementMembership Agreement to formalise the participation of Ministries to the Minerva Network;
Co-operation AgreementCo-operation Agreement to formalise the participation of interested organisations to the Minerva Users Group.
Pierluigi Feliciati – Kerkira 23 May 03
thethe MINERVA MINERVA projectproject MINERVA web
sitewww.minervaeurope.orgwww.minervaeurope.orgwhose goals are:
in the short term:• to promote the Lund principles as well as the activities and the results of the project• to promote the project’s partners• to be a “gate” to other linked initiatives
in the long term:• to be an essential instrument on web quality, digitisation, metadata, long-term preservation, accessibility
minerva@beniculturali.itminerva@beniculturali.it
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
highlights
March 2002 Beginning of the Minerva project
May 2002 Set up of the Minerva Quality Working Group
February 2003 First Deliverable on quality
March 2003Index of the «Quality Handbook for Public Cultural Web Applications – Recommendations and Guidelines »
June 2003Draft version of the « Quality Handbook » (Corfu)
November 2003Definitive version of the « Quality Handbook » (Parma)
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
results achieved
• An effective European Working Group• A first Deliverable document on Quality
Synthesis of all the work of the meetings on quality, but also an account of the contributes delivered by the different experts of the national working groups on Quality
• A definitive Quality Framework, basis of the Quality Handbook
a set of criteria to be used at the difference stages of development of a cultural web site, i.e.:
• for the development of new cultural web sites• to measure the quality of a project under
development, in order to restyle weak components• to validate and assess complete projects
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
1st goal: the Quality Handbook
References
• April 2001 - The Lund principles• December 2001 - The Brussels Quality Framework • November 2002 - The Greek WG5 questionnaire • January 2003 - The Italian WG5 draft document #1• February 2003 - The first deliverable on quality of WP5• March 2003 - Index of the « Quality Handbook for
Public Cultural Web Applications »
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
next stepsJune 2003• Presentation of the Handbook draft at the
Kerkira NRG meeting November 2003• Published in the form of a Handbook in
the Minerva Editorial LineNovember 2003 • Final approval and adoption at the Parma
NRG meeting Dissemination and e-learning programme
Pierluigi Feliciati – Kerkira 23 May 03
Quality Criteria for Public Cultural Web Applications
a new approacha new approach
beyond the user-defined Webbeyond the user-defined Web
the WP5WP5 Quality Framework
Quality Handbook
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
Quality Handbook contents
RATIONALE INTRODUCTION1. Definitions, Principles and basic
Recommendations2. General Quality Criteria for Web
Applications3. Specific Quality Criteria for Public Cultural
Web Applications ANNEXES
• Validation methods Framework• International rules on public web Repertory• Italian document on IPR and privacy issues
Pierluigi Feliciati – Kerkira 23 May 03
Chapter 1Definitions, principles and
Recommendations
The complex issues coming from the crossing of the cultural world with the Web revolution needs:
Synthetic and efficient definitionsdefinitions : classes, notions and subjectsGeneral prprinciplesinciples, acting like basic premises in the Web project
Recommendations on policies and strategies Recommendations on policies and strategies to be followed during the Web project phase
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
1.1. DefinitionsDefinitions1. Public Cultural Entity (PCEPCE)
• PCE identity• PCE categories• PCE goals
2. Public Cultural Web Application (PCWAPCWA)• PCWA goals
3. PCWA Users• PCWA Users’ needs• PCWA Users’ routes
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
1. Public Cultural Entity (PCEPCE)An institution, organisation or project of public interest whose mission
is to produce, conserve, safeguard, valorise and diffuse culture in any sector (archives, libraries, mobile and immobile heritage, archaeological, artistic, architectural, historical, demo-ethnological, anthropological).
2. Public Cultural Web Application (PCWAPCWA)Every Web application whose services and contents concern cultural
heritage in all its sectors, and which provides cultural information and promotion and/or offers didactic and scientific services.
3. PCWA UsersEveryone, professional or non professional, who uses in a systematic,
casual, incidental or finalised way a PCWA, satisfying different needs depending on his cultural profile, his aspiration to a personal growth or his incidental curiosity.
the WP5WP5 Quality Framework
Quality Handbook definitions
Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
Quality Handbook contents
1. Archives
2. Libraries
3. Monuments / Sites / Parks
/Reserves
4. Museums
5. Conservation departments
6. Research/training institutes
7. Exhibitions
8. Temporary projects
T
he 8
PC
E C
AT
EG
OR
IES
Pierluigi Feliciati – Kerkira 23 May 03
PCWAPCWAGOALSGOALS
PPUBLIC UBLIC CCULTURALULTURAL
WWEBEBAAPPLICATIONPPLICATION
PCE PCE GOALSGOALS
USERSUSERSNEEDSNEEDS
SpecificQualityCriteria
the WP5WP5 Quality Framework
Pierluigi Feliciati – Kerkira 23 May 03
2.2. PrinciplesPrinciplesa PCE should provide to:
1. Promote the widest diffusion of culture2. Share the whole community of cultural
entities3. Use innovative channel of
communication’s effectiveness4. Adopt a suitable use of web applications5. Conceive quality as a process with the
agreement between PCE and Users’ goals
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
3.3. Recommendations: Recommendations: ppolicies and olicies and strategiesstrategies
1. Networks and thematic access points2. PCWA domain and validation 3. PCE coordination between internal and
external information flow4. PCE communication channels coordination5. PCWA process management: project,
development and financial management 6. IPR and privacy control for PCWA contents7.7. Long-term preservationLong-term preservation of PCWA of PCWA contentscontents
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
Chapter 2Basic Quality Criteria for Web Applications
The quality criteria framework is composed by two main groups : basic basic and specific specific criteria.
Chapter 2 is dedicated to the basic framework, a synthesis built according to the widely accepted criteria on web quality.
Each criterium will be explained with definition, commentary and examples.
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
Content criteriaConsistency, Currency, Accuracy, Content responsibility, Advertising
policy, Objectivity, Content organization evidence, Content membership evidence
Navigation criteria Link evidence, Link soundness, Link coverage, Backtracking
soundness, Context evidence, Media control soundness, Media control evidence
Presentation criteriaScannability, Similarity, Proximity, Consistency, Minimalism
Application evidence (technical) criteriaApplication mission evidence, Application responsibility, Maintenance
strategy evidence, Technical strategy evidence
Accessibility criteria(from WAI Content Accessibility Guidelines 1.0 - W3C Recommendation
-1999)
the WP5WP5 Quality Framework
Quality Handbook contents
2.
Basi
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Pierluigi Feliciati – Kerkira 23 May 03
Chapter 3 - Specific Quality Criteria for Public Cultural Web Applications (PCWA)
Contents1. Premises2. PCWA goals / quality criteria crossing table3. PCWA goals definitions4. PCE categories and the Web5. PCWA goals / quality criteria cards
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
Chapter 3
Specific Quality Criteria for Public Cultural Web Applications (PCWA)
• Besides the respect of basic quality criteria, the specificity of Public Cultural Web Applications require specific quality criteria.
• Those criteria may change according to each PCWA goals.
• Each of the 12 PCWA goals must descend from the agreement between PCE goals and users needs.
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
Chapter 3
Specific Quality Criteria for Public Cultural Web Applications (PCWA)
• For each of the 12 PCWA goals are defined and commented the proper quality criteria, both for PCWA content and for its technical characteristics, intended as valid for all PCE categories.
• When necessary, the criteria will be better clarified according to the specificity of each of the PCE categories
the WP5WP5 Quality Framework
Quality Handbook contents
Pierluigi Feliciati – Kerkira 23 May 03
1. Presenting PCE identity2. PCE activity transparency 3. PCWA mission transparency 4. Promotion of PCWA role in thematic
networks5. Presenting legal rules and standards6. Spreading cultural contents 7. Promoting cultural tourism8. Educational services9. Scientific research services 10. Services for culture-related professional11. Reservation and e-commerce services12. Promotion of thematic communities
the WP5WP5 Quality Framework
Quality Handbook contents
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Pierluigi Feliciati – Kerkira 23 May 03
the WP5WP5 Quality Framework
Quality Handbook contents
Contents1. Completeness2. Comprehensiveness3. Conciseness4. Richness of information5. Multilinguism6. Authority / Responsibility7. Uniqueness
Content organisation8. Appropriateness of grouping 9. Appropriateness of nesting 10. Appropriateness of splitting
Query/Search usability11. Appropriateness of query/search forms12. Completeness of query/search results13. Possibility to bookmark/save query/search
results
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Pierluigi Feliciati – Kerkira 23 May 03
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Pierluigi Feliciati – Kerkira 23 May 03
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Pierluigi Feliciati – Kerkira 23 May 03
the long-term preservation Handbook Recommendation
• the UE Council Resolution of 25 June 2002 on digital preservation notes that: “memory institutions such as archives, libraries and museums have a central role to play” for a preservation policy of digital informations
• one of the main goals of Public Cultural Entities should be to contribute to turn upside down the anti-historical tendency of cyber-world
• the PCE should be in the front line in disseminating guidelines and best practices for long-term preservation of Web contents
Pierluigi Feliciati – Kerkira 23 May 03
the long-term preservation Quality Handbook Recommendation
in our Handbook about digital contents creation and management we want to
incorporate in the Web Qualityin the Web Quality notion notion
the necessity for Web developers of a
long-term preservation policy
Pierluigi Feliciati – Kerkira 23 May 03
the long-term preservation Quality Handbook Recommendation
A preservation policy regards organisational aspects and technological strategies, planned together.
The Quality Handbook points up with emphasis the importance of such issues in its
Principle # 4: “Adopt a suitable use of web applications”
Recommedations # 3-7: 3. Coordination between internal and external
information flow4. Communication channels coordination5. PCWA process management: project, development and
financial management (technical and organisational)6. IPR and privacy control for Application contents7.7. Long-term preservation Long-term preservation strategy strategy fforor ApplicationApplication
contentcontentss
Pierluigi Feliciati – Kerkira 23 May 03
the long-term preservation Quality Handbook Recommendation
1. A organisational preservation policyorganisational preservation policy for archiving Web Application materials should provide:• a primary role for the Producer/Generator among
the stakeholders• a strategy that preserve the hypertextual
relationships among materials: original or due to further modifications/interactions
• A strategy that considers the orginal distinction between public and private contents/applications
• a strategy for valutation/selection• a strategy that preserve somehow the interaction
between application and users (logfiles, email, forum, blogs, newsgroups, etc)
Pierluigi Feliciati – Kerkira 23 May 03
the long-term preservation Quality Handbook Recommendation
2. A technical preservation policytechnical preservation policy for archiving for archiving Web Application materialsWeb Application materials should provide:• A strategy considering that web applications are
composed by many media and formats, generated by many producers who create, update, rename, move and delete daily web contents, sometimes with the intervention of remote users
• A strategy that provides the creation, currency and conservation of proper finding/browsing/searching aids
• A strategy that forecastes and plans the consequences of hardware/software obsolescence
Pierluigi Feliciati – Kerkira 23 May 03
The Kerkira ERPANET Training Seminar conclusions will be the
basis for the Minerva Quality Handbook Recommendation on
preservation policy.
THANK YOU !
pfeliciati@archivi.beniculturali.it
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