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Using Personal Insight

draft 8/26/2005 / kmr

About Personal Insight Collections

Insight 5.0 introduced a new feature called Personal Insight. Using Personal Insight, users have the capability to build their own Personal Collections directly from the Insight client.

Note: Personal Insight will produce derivative images up to 1536 pixels wide (or tall).  It will not produce .sid or .jp2 files. Higher resolution images will need JPEG2000 or Mr. Sid wavelet encoding, not available in Personal Insight.  If you need images larger than 1536 pixels, consult Library Web, Workstation & Digital Consulting Services ( lso.wsg@yale.edu ) for appropriate referral and assistance.

In order to make a Personal Collection using Insight you must have a login and password with permissions to build Insight Personal Collections. To request a password e-mail Library Web, Workstation & Digital Consulting Services ( lso.wsg@yale.edu ).

Creating a Personal Collection

To create an Insight Personal Collection, you first need to provide some information about the configuration of the collection and then publish (create) your collection instance. This process is done once for each Personal Collection. After you have created the collection you will import media (images, audio, video) and then cataloging information for each record.

To begin this process, open the Insight Client (version 5.0 or higher). (Note: You can download the Insight Client here.)

Double click on Yale_PI Personal Collections. Then Double Click on Create New Personal Collection.

You will be presented with an initial overview screen. The Personal Insight creation wizard walks you through each step of collection creation. Simply click the NEXT button to move on to the next step. Read and follow the instructions on each page as the wizard walks you through collection creation. When required elements have been filled in on a particular page, the NEXT button will be enabled so that you can move forward. You can always return to previous screens by pressing the BACK button.

You publish/create an Insight Personal Collection in four simple steps:

1. Define the collection name and provide a brief description
2. Select a descriptive data template for use in describing images in your collection.
3. Select the preferred thumbnail and sort fields for your collection.
4. Review your settings and publish/create the collection.

Hint: For each step you will first see a Summary informational page immediately followed by a page requiring your input.

Step 1. Define a collection name and provide a brief description

As described on the Summary of Collection Properties Page: Collection Properties are composed of the Collection Name and a brief description of the Collection. They provide the quickest way for users to find your collection in the list of available Insight collections.  The Collection Name appears in the list itself. When the Collection Name is highlighted by the user, the Brief Description will appear in the box adjacent to the list. The Collection Name and description are entered on the Collection Properties page.

Enter the following on the Collection Properties page:

1. Collection Name (required)

Enter the name of the Personal Insight Collection.  This name is how your collection will be identified:

2. Brief Description (optional)

Enter a short description or copyright statement about the content in the collection.  This description will appear when users highlight your collection while using the file | open collection menu function.  The description may be up to 255 characters in length.

Step 2. Select a descriptive data template for use in describing images in your collection

As described on the Summary of Cataloging Templates Page: Cataloging Templates contain the set of fields used to describe items in your collection. Yale Personal Insight Collections should use the 'Library Core' template. Fields included in this template are:

Title
Creator
Subject
Publisher
Date
Source
Type
Description

For a help in using this template see: Guidelines for using the Library Core .

Step 3. Select the preferred thumbnail and sort fields for your collection.

As described on the Summary of Thumbnail Label and Sort Order Fields page: Label & Sort fields allow you to define the presentation of the content of your personal collection.

Thumbnail labels serve as reference fields and are displayed immediately below the thumbnail image for each object in your collection. Sort order fields allow you to organize the presentation of the items in your collection.

Thumbnail Fields

Choose the fields you want to appear as labels beneath the thumbnail in the Insight Group Workspace.  You must choose at least one field, you may choose up to four.  

Sort Fields

Choose the sort order for your collection in Insight.  You must choose at least one field, you may choose up to four.

Note: It is not necessary that Thumbnail Fields and Sort Fields match.  

Step 4. Review your settings and publish (create) the collection.

All of the entries and selections you have made to define your collection are presented to you for your review. If you would like to make a change, press the BACK button and return to the appropriate screen, otherwise press Publish collection to create your collection.

After your collection has been published, you will be presented with a Summary screen. From this screen you can click Import Media to immediately begin adding content or click EXIT to exit the Personal Insight creation wizard and you can always add media later.

Next Steps

To immediately begin adding media and data content to your collection

To add media and data content to your collection at a later time

Adding Content

The Personal Collection Editor is a tool that allows you to add media and data to your collection.  Media must be added first.  Data can then be attached to the media.

As you step through the process of adding media and data to your Personal Collection, the Personal Collection Editor will change to address your needs.  The Editor screen consists of these components:

The following steps will guide you through creating your Insight Collection:

1. Import Media
2. Select Media
3. Catalog Media

Step 1: Import Media

Images and other media are imported into your Personal Collection in two steps. First you build a list of items to import, and then you import items from the list.

The Media List is the list of items you wish to import into your collection during your current session.  When items are added to the list, they are flagged as “Pending.” Once imported, they are then flagged as “Complete.”

Important: The Media List exists only during the life of the current editing session.  It is not a permanent import log.  “Pending” entries will not be retained from session to session.  Upon exiting the Personal Insight Editor, the Media List is discarded.

Selecting Media for use in Personal Insight

There are two requirements for using media in Personal Collections:

  1. Any image must be at least 384 pixels in length or width to be displaced in the Image Workspace.
  2. Any image must be one of the following formats
Supported Image Types
     
BMP GIF JPEG
TIFF TIFF (with LZW) RAW
PGM PNG  
Supported Multimedia Types
AIFF (.aiff) MIDI (.mid) QuickTime (continued)
8-bit mono/stereo linear  Type 1 & 2 MIDI Video: JPEG (420, 422, 444) 
16-bit mono/stereo linear  MPEG-1 Video (.mpg) Video: RGB
G.711 (U-law)  Multiplexed System stream  Sun Audio (.au)
A-law  Video-only stream  8 bits mono/stereo linear 
IMA4 ADPCM MPEG Layer II Audio (.mp2) 16 bits mono/stereo linear 
AVI (.avi) MPEG layer 1, 2 audio  G.711 (U-law)
Audio: 8-bit mono/stereo linear  QuickTime (.mov) A-law 
Audio: 16-bit mono/stereo linear  Audio: 8 bits mono/stereo linear  Wave (.wav)
Audio: DVI ADPCM compressed  Audio: 16 bits mono/stereo linear 8-bit mono/stereo linear 
Audio: G.711 (U-law)  Audio: G.711 (U-law)  16-bit mono/stereo linear 
Audio: A-law  Audio: A-law  G.711 (U-law)
Audio: GSM mono Audio: GSM mono  A-law 
Video: Cinepak  Audio: IMA4 ADPCM  GSM mono 
Video: MJPEG (422) Video: Cinepak  DVI ADPCM
Video: RGB Video: H.261 MS ADPCM
Video: YUV Video: H.263   
Flash (.fla)    

Importing media is a two step process.

1. Building the Media List
2. Importing the Media List

Building the Media List

There are two methods of building the Media List.

1. Drag and Drop

Media items of acceptable types may be dragged from other applications into the Media List.  You will be unable to drop unacceptable media types into the Media List. Simply click on an item and drag it into the Media List.

2. Browse

Press the Browse button to open a file import dialog that lets you navigate to directories on your system containing media.  You may select multiple files.  All selected files will be added to the Media List.

Importing the Media List

Once you have built the Media List you must import the items into your Insight Personal Collection. During the import process the image derivatives (thumbnail, etc..) are created and the images are copied to the Insight File Server.

Press Import to invoke the importer.  The importer will process “Pending” items in the Media List (“Complete” items will be skipped).  The importer creates the full suite of Insight Images for all known image types and brings media of other types into the collection unchanged.  The importer also creates a data record for each Media List item processed.

NOTE : Importing Media processes the entire list, not just any highlighted item(s).

Action Buttons Available to You

When the status for all items is Complete - the import has finished.

Step 2: Select Media

Next you will pick the items you wish to catalog. After you have clicked Select Media, all items in your collection will be displayed.

The Select Media panel offers a bird’s eye view of your Personal Collection, presenting labeled thumbnails of all entries, making it easier to select the set of entries to be cataloged during the current session.

To select an entry, click on its thumbnail.  A white box will appear around the entry.  You can select as many or as few entries as you like.  Clicking a selected entry will un-select it (the white box will disappear).  You may page backwards and forwards through the collection as you make your selection.

Buttons at the bottom of the panel offer quick ways to select the entire collection, all entries on the current page, or to clear your selection.

When you have selected the entries that you would like to catalog, press Catalog Media.

Step 3: Catalog Media

Catalog Media allows you to enter data for the media in your collection.  There is one page for every image / multimedia record selected in the Select Media panel (or all entries if none have been selected).  Buttons across the top allow you to page forward and backward through the entries, or to the beginning or end of the record sets.

Beneath the fields is a thumbnail image for the current media item.  Double-clicking the thumbnail will open it in the Image Workspace.

Tools within the editing workspace

Beneath the fields is a thumbnail image for the current media item.

Navigating between records is done by using the Paging Buttons located across the top of the editing panel.

Action Buttons located across the bottom of the page

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