GUIDELINES FOR THE CREATION OF DIGITAL COLLECTIONS

Digitization Best Practices for Three-Dimensional Objects

This document sets forth guidelines for digitizing three-dimensional objects for CARLI Digital
Collections. Topics covered in this document include image capture, image management, adding
compound objects to CONTENTdm, and metadata. An appendix with links to examples of
photographed artifact collections is also provided.

This guide was originally created by the CARLI Digital Collections Users’ Group (DCUG) and is
maintained and updated by the CARLI Created Content Committee (CCC).

For questions about this document, please contact CARLI at [email protected]

Introduction

For the purposes of this document, a three-dimensional (3-D) object is a human-made artifact,
replica of an artifact, or naturally occurring entity that can be measured in terms of height, width,
and depth. Examples include models, sculptures, toys, or any other object where the content is
the physical form itself.
The digitization process for such content essentially “flattens” three-dimensional physical objects
into two-dimensional digital representations; therefore, additional issues arise when considering
how best to create, display, and describe the digital surrogate.
The sections below provide guidance on the processes of creating digital images from three-
dimensional objects and making them accessible online via a digital object management system
such as CONTENTdm.

Creating Images

For obvious reasons, images of objects and artifacts cannot be created using a scanner, and must
be created via digital photography. Depending on the significance of the collection and resources
on hand (staff time, expertise, etc.), some libraries may wish to hire a professional photographer
to document a collection. However, with the right tools (as well as some practice and
experimentation), high-quality images can be created in-house by libraries and archives.
Equipment needed

A camera is only one component of successful 3-D digitization project; also needed is an
environment suitable for photographing objects, including lighting, background, and materials to
properly position the objects for capture:

• Professional-quality digital SLR camera with 50mm lens and shutter release cable
• Tripod or copy stand
• Lighting
o 2-3 mountable photo lights with stands
and/or
o Photo tent/cube for tabletop photography
• Black, neutral grey, or white background (paper or cloth can be used)
• Color and/or grayscale separation guide (preferably with scale in inches or cm)
• Cradles, paperweights, tape, tweezers, and other items as needed to position objects
• Image editing software (such as Adobe Photoshop)

Camera settings
Camera settings will vary depending on the setup being used and the object being photographed,
but these settings can be used as a general starting point. Consult the camera manual to find out
how to adjust these settings.
Setting Recommendation Comments
ISO between 100-200 A lower ISO produces a smoother image with less
digital “noise.”
Shutter Speed 1/25 This may require some experimentation depending on
the setup being used. If the photos are too dark, a
longer shutter speed may be needed. However, a
longer shutter speed can cause blurring in the image,
especially if a tripod is not being used.
Aperture between f8-f11 A smaller aperture gives a better depth of field in the
image (objects both near and far are in focus).
White Auto If saving images in RAW format, the white balance
Balance can be adjusted later.
File settings 10 to 16 megapixels; The initial images should be captured at the highest
48-bit RGB size/quality possible for the camera.
File Type RAW (Alternate: RAW files save the image exactly the way the
TIFF) camera’s sensor “sees” it, and allows color and white
balance to easily be adjusted later.

CARLI Digital Collections Users’ Group Links revised: 01/09/2017 2

Photographing Objects
Photographic techniques will vary depending on the setup and the item being photographed, but
some general guidelines are listed below. Consult the Appendix A at the end of this document
for examples of photographed artifact collections.
Basic technique:

• Mount the camera on a tripod and use a shutter release cable when taking photographs to
avoid blurring.
• Avoid shadows in the images by using multiple lighting sources in various positions
around the object.
• Position the object on or in front of a neutral background.
• Position the object as straight and/or level as possible.
• Include the color or grayscale separation guide and scale in the image.
• Make sure the complete object is in the frame (except in the case of capturing specific
details).
• Photograph the object from multiple angles (front, back, left, right, above, below, etc.) if
there are details that cannot be viewed from a single angle.
• When shooting multiple angles, keep the object and the camera at the same
distance/position.
• In general, avoid using the camera’s digital “zoom” functionality as this will lead to
lower quality images. Physical zoom functions that physically move the lens are also
acceptable.
• Capture any specific areas of interest, such as trademarks, signatures, seals, hallmarks,
etc.
Other Recommendations:

• For smaller objects, a macro lens may be required.

• For clothing, place the objects on a mannequin if possible. If a mannequin is not
available, lay the objects flat and photograph from above.
• If the item has multiple components or moving parts, photograph the object(s) multiple
times in various states.
• For reflective objects, take care to ensure that the photographer and/or camera are not
visible on the reflective surface of the object.

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Managing Digital Images

Because digitization of three-dimensional physical objects relies on two-dimensional digital

representations, capture and management of the component images is conducted in much the
same manner as for two-dimensional object digitization. Although no universal standards for
quality image capture exist and technical standards are constantly evolving, member institutions
participating in the CARLI Digital Collections should adhere to the best practices adopted by
recognized leading institutions when the collections' purpose would benefit from those actions.
Information in this section is derived from the CARLI’s Guidelines for the Creation of Digital
Collections: Best Practices for Images document
(http://www.carli.illinois.edu/sites/files/digital_collections/documentation/guidelines_for_images
.pdf). Additional information on image digitization may be found there.

Digital Images
A digital image is a two-dimensional array of small square regions known as pixels. Images
typically fall into one of three categories: monochrome (bitonal), grayscale, and color.
At least one copy of a digital master or archival image file should be created for each view of a
object photographed or scanned. From that master file, derivative files should be created,
including an access image, which is used for detailed on-screen viewing.

Master (archival) Image Derivative (access) Image

• Represents as closely as possible • Used in place of master image for

the information contained in the general web access
original
• Generally fits within viewing area
• Uncompressed, or lossless of average monitor
compression
• Usually stored in JPEG or
• Unedited JPEG2000 file format

• Serves as long term source for

derivative files and print
reproductions

• Stored in the TIFF file format,

though JPEG2000 is gaining
acceptance as a master file format
Taken from Western States Digital Standards Group, Digital Imaging Working Group, Digital
Imaging Best Practices, available from http://www.lyrasis.org/, January 2003 and Technical

CARLI Digital Collections Users’ Group Links revised: 01/09/2017 4

Guidelines for Digitizing Cultural Heritage Materials: Creation of Raster Image Master Files
http://www.digitizationguidelines.gov/guidelines/FADGI_Still_Image-
Tech_Guidelines_2010-08-24.pdf, August 2010

Processing Digital Photographs

Once the photographs have been taken, they will need to be imported into a computer and edited
to create the master image. Some cameras come with their own software to import and process
images, or image editing software such as Adobe Photoshop can be used.
When opening RAW files in an editor such as Adobe Photoshop, a dialog will appear allowing
white balance, color, and black-and-white levels to be adjusted. If the camera settings during the
initial photography were well-calibrated, then very little adjustment should be needed at this
stage.
The color or grayscale separation guide can be used to help ensure proper color balance. By
selecting a point on the separation guide and analyzing the RGB settings for that point, overall
adjustments to the color or grayscale settings can be made so that that RGB values indicated
match those in the separation guide. Lastly, convert the image color profile to Adobe RGB 1998
profile, 8 bits per channel (total 24 bits).
Crop the image so that the artifact is in the center and extraneous content is removed. Straighten
or rotate the image as necessary.

Master Images

The master image file should be at least 300 dpi, and the long dimension of the image should
measure between 4000-6000 pixels.

A digital master should be generated for each view of the 3-D object. The digital master image
represents as accurately as possible the visual information in the original object. This image’s
primary function is to serve as a long-term archival record, as well as a source for derivative files
and printed materials. Master files are most often saved to a designated server or other long-term
storage device.

Master images should be saved at an appropriate level of quality to avoid re-handling of any
original materials. Scanned master images should not be edited for any specific output or use,
and should be saved as TIFF (.tif) files with lossless or no compression.
Creating digital master files:

• Guidelines for file size and resolution of digital master files will vary by collection

CARLI Digital Collections Users’ Group Links revised: 01/09/2017 5

 • Each library should develop specific scanning guidelines based on individual collection
needs and requirements.

• Where possible, the creation of digital master files should follow the specifications
outlined in the CDL Guidelines for Digital Images: Guidelines for Digital Images:
http://www.cdlib.org/services/access_publishing/dsc/contribute/docs/cdl_gdi_v2.pdf

• CARLI member libraries using CONTENTdm should not upload full resolution TIFF
files to the CARLI server. Archival image file storage is the responsibility of each
contributing institution and must be managed locally. Please note that the CONTENTdm
Full Resolution Manager does not upload TIFFs to the server, so use of this
CONTENTdm feature is acceptable.

Derivative Images

Derivative files are used for editing and enhancement, conversion to different formats, and
presentation or transmission over networks. For each master image, two derivative files are
created: an access image (for more detailed onscreen viewing) and a thumbnail image (for
searching and browsing). In the case of collections using CONTENTdm, the software can be
configured to automatically generate access and thumbnail images from the master file.
Specifications for creating derivative files can be found in the CDL Guidelines for Digital
Images at http://www.cdlib.org/services/access_publishing/dsc/contribute/docs/cdl_gdi_v2.pdf,
January 2011.

File Naming Conventions

Each image in a 3-D compound object should be assigned a unique identifier. Unique identifiers
should follow a consistent naming format to ensure ongoing identification and retrieval of digital
files. Guidelines for file names will vary by collection based on local needs and specifications.
Each library should develop specific file naming conventions based on individual collection
needs and local requirements.

Examples from the CARLI CONTENTdm collections include the following:

• ACWC0002
• bru004_03_nF
• Images/W-04.jpg
• Lor137_01.jpg

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Creating 3-D Views in CONTENTdm
Compound Object

Libraries can create a unified way for users to view different parts of a three-dimensional object
within CONTENTdm by using one of the software’s “Compound Object” structures:

• documents (used in order to display an unlimited number of images),

• monographs (documents with hierarchy; unlimited number of hierarchical levels and
images within them is possible),
• picture cubes (associates up to six images), and
• postcards (when only two images of the same object are needed).
For complete directions on creating all kinds of Compound Objects, see:
http://www.oclc.org/support/services/contentdm/help/project-client-help/adding-items-
objects/adding-compound-objects.en.html#par_text_e393.

An example of a picture cube in CONTENTdm v.6 showing a frontal view of an object

CARLI Digital Collections Users’ Group Links revised: 01/09/2017 7

Note: navigation to different views is available in the right sidebar. Additionally, metadata for
the object as a whole appears below each view as “Object Description.” Metadata for each
individual image appears below the Object Description and is called only “Description.” That
information will change depending on which image the user is viewing.

An example of a picture cube in CONTENTdm v.6 showing a back view of an object

(Examples from: http://collections.carli.illinois.edu/cdm/ref/collection/iwu_enthno/id/512).

Other Options

To display three-dimensional objects, libraries may also create videos or other web presentations
and then upload a link along with metadata as described in the “Add URL” instructions at
http://www.oclc.org/support/services/contentdm/help/project-client-help/adding-items-
objects/adding-a-url.en.html#par_text_5eb1.

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Metadata for 3-D Objects
Many types of metadata (frequently defined as “data about data,” but basically referring to
information about the digital object) exist: descriptive, administrative, technical, structural,
preservation, etc. Metadata standards such as Dublin Core are intended to describe the digital
surrogate, but institutions creating metadata often wish to include information about the original
object as well.
With regard to 3-D objects, an additional consideration is whether the object is digitized as a
single still image, a series of still images providing multiple views, or a moving image (e.g.,
QuickTime video).
If only a single view is provided, follow the guidelines for images
<http://www.carli.illinois.edu/sites/files/digital_collections/documentation/guidelines_for_image
s.pdf>
If creating a CONTENTdm compound object using multiple still images, two levels of metadata
need to be addressed: “compound object-level metadata,” which describes the object as a whole,
and “page-level metadata,” which describes a particular view of the object.
If presenting the object in a moving image format, consult the guidelines for moving images
<http://www.carli.illinois.edu/sites/files/digital_collections/documentation/guidelines_for_video.
pdf>

Descriptive Metadata

CONTENTdm offers a “picture cube” option, permitting the inclusion of as many as six images
of a single object. If the object is thought of in terms of a cube, then the six sides of the cube
(top, bottom, front, back, left, right) might be represented in the six images. Not all objects are
cubical in form with clearly defined sides, however, nor does the cube concept allow for
additional detail images of the object.

In any case, information about the view of the object depicted in the image should be included in
the metadata. The terms used to describe the view depend on the nature of the object but should
be applied consistently throughout the collection. The most appropriate fields in which to
indicate view are Title (example: [Name of object], [view]) or Description (examples: “Angle
view looking northwest,” “View of east façade,” “Aerial view,” “Corner view,” “Interior view,”
“Side view,” “Three-quarter view,” ”Lower front view,” “Partial rear view,” “Upright view,”
“View of box with lid open,” “Unfolded view,” “Full view,” “Detail view of ___”).

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Technical Metadata
In the interest of preservation and reproduction, it is helpful to capture technical metadata in the
creation of the digital image file. Digital cameras and scanners can automatically capture this
information and embed it in the object file. NISO Standard Z39.87 (Data Dictionary – Technical
Metadata for Digital Still Images) is widely accepted for use in the management of technical
metadata. Among the attributes that can be described by the technical metadata are the
following1:

• file format
• file resolution (pixels per inch)
• dimensions (image dimension or size in inches or centimeters)
• bit-depth (e.g., 8-bit, 16-bit, 24-bit, etc.)
• color mode (e.g., RGB, CMYK, or grayscale)
• scanner or digital camera brand, name, and model number
• software used to manipulate or compress the image, including the software name and
version.
Collection of technical metadata will vary according to equipment used and local policy.
Inclusion of technical metadata is not required for items in CARLI Digital Collections, but it can
be included.

CARLI Metadata Documentation

• “Guidelines for the Creation of Digital Collections: Best Practices for Descriptive
Metadata”:
https://www.carli.illinois.edu/sites/files/digital_collections/documentation/guidelines_for
_metadata.pdf

• “Required Metadata Fields for Collections in CARLI Digital Collections”:

https://www.carli.illinois.edu/products-services/contentdm/mdatafields

• “Adding and Populating a Metadata Field in a Preexisting CONTENTdm Collection”:

https://www.carli.illinois.edu/products-services/contentdm/secure/add-populate-field

1
From Best Practices for Technical Metadata, University of Illinois at Urbana-Champaign Library:
http://guides.library.illinois.edu/c.php?g=365756&p=2471328

CARLI Digital Collections Users’ Group Links revised: 01/09/2017 10

CONTENTdm Metadata Documentation (Online Help – Version 6)

• “Entering Metadata”: http://www.contentdm.com/help6/projectclient/entering.asp

• “Entering Metadata for Compound Objects”:

http://www.contentdm.com/help6/objects/adding3.asp

• “Metadata Field Types”: http://www.contentdm.org/help6/projectclient/projects7d.asp

• “Mapping Fields When Adding Compound Objects”:

http://www.contentdm.org/help6/objects/adding3b.asp

• “Metadata Templates”: http://www.contentdm.com/help6/projectclient/projects7c.asp

• “Using the Metadata Templates”:

http://www.contentdm.com/help6/projectclient/entering2.asp

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Appendix A. Examples of 3-D Content in CONTENTdm Collections
Asian Art
Gettysburg College Special Collections
http://www.gettysburg.edu/library/gettdigital/asianart/index.html

Biological Specimens
Ball State University
http://libx.bsu.edu/cdm4/collection.php?CISOROOT=/BioSpec

Conner Prairie Historic Clothing Collection

Indiana University-Purdue University Indianapolis
http://ulib.iupui.edu/digitalscholarship/collections/CPClothing

Detroit Historical Museums Costume Collection

Detroit Historical Museums
http://dlxs.lib.wayne.edu/cgi/i/image/image-idx?page=index;c=dhhcc

The Plastics Collection

Syracuse University Library Special Collections Research Center
http://plastics.syr.edu/

Roderic C. Knight Musical Instrument Collection

Oberlin College
http://www.oberlin.edu/library/digital/knight/default.html

Sculpture at the Villanova University Flavey Memorial Library

Villanova University
http://digital.library.villanova.edu/Villanova%20Digital%20Collection/Art/Sculpture/

Wisconsin Decorative Arts Database

Wisconsin Historical Society
http://content.wisconsinhistory.org/cdm4/index_wda.php?CISOROOT=/wda

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Appendix B: Further Reading
Avila, Regina L., Susan Sanders, and Keith Martin. “Tips and Tools for Digitizing a Museum
Collection” ONLINE Magazine. Vol. 35 No. 6. Nov./Dec. 2011
http://www.infotoday.com/online/nov11/Avila-Sanders-Martin-Tips-and-Tools-for-Digitizing-a-
Museum-Collection.shtml

Canadian Heritage Information Network: Digitization Standards for the CMCC: Scan and
Artifact Photography
http://www.rcip-chin.gc.ca/cours-courses/normes_numerisation_smcc-
digitization_standards_cmcc/index-eng.jsp

CONTENTdm Picture Cube Demonstration

http://cdmdemo.contentdm.oclc.org/cdm/ref/collection/p9006document/id/39

U.S. National Archives and Records Administration (NARA): Technical Guidelines for
Digitizing Archival Materials for Electronic Access: Creation of Production Master Files –
Raster Images
http://www.archives.gov/preservation/technical/guidelines.pdf

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