Automated Analysis and Reporting of Web Records Quality Dana Louise Simberkoff, HiSoftware,

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Automated Analysis and Reporting of Web Records
QualityDana Louise Simberkoff, HiSoftware,
Mike Frame, USGS/NBII
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Agenda

• NBII What is it?
• HiSoftware Who are we?
• What is meant by Metadata?
• Dublin Core Metadata
• NBII-A Case Study
• Validating XML Metadata
• The Future

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NBII What is it?

• A broad, collaborative program to provide access
  to data and information on our Nations
  biological resources.

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Contributors and Users from Diverse Sources

• Federal, State and local Government Agencies
• Academic Institutions
• Private sector organizations (non-profit,
  commercial)
• Other interested groups

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NBII Node Types
Regional
Thematic
Infrastructure
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About HiSoftware

• HiSoftwares solutions empower organizations to
  create and manage corporate standards for
  Accessibility, Usability, Searchability, Privacy
  Policy and custom quality factors.
• HiSoftwares solutions enable organizations to
  quickly and efficiently build, deploy, and
  maintain highly dynamic, accessible, usable and
  searchable Web sites regardless of content, type,
  format, or location.  
• HiSoftware's Proven Solutions for content test
  and management dramatically reduce the time
  required to test, manage and deploy e-business
  Web sites.

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To whom is this important? Corporate and Federal
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States and Universities
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Defining the Problem

• Many organizations have fallen prey to the
  exponential growth of electronic information
  because their documents are scattered about
  individual PC's, workgroups, and entire
  enterprises with little or no controls in place
  to monitor content for compliance with corporate
  standards for Accessibility, Privacy,
  Searchability and Usability.
• When these standards can be structured and
  implemented they have great value. However,
  implementing a solution to accomplish this task
  has been cost-prohibitive to most organizations.

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Designing the Solution

• Content quality testing solutions should provide
  a combination of user-driven interactive desktop
  solutions that allow developers to test their
  content for conformance with standards, and
  server side applications that allow for automated
  and remote testing.
• They should also provide a comprehensive
  interface for testing content against standards
  for Accessibility, searchability and any custom
  content quality factor, allowing an
  organizations experts and/or policy managers to
  define content policies and then provide a
  solution to validate compliance with these
  policies.

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Keep up with ever-changing Web technologies and
standards

• Users should be able to
• Test for Accessibility Usability Section 508,
  WCAG 1.0, WCAG 2.0, CLF, XAG any standard
  derived from WCAG or Section 508
• Test for compliance with custom guidelines and
  policies for all content including but not
  limited to HTML, XHTML, SVG, XML and any other
  text or element based content
• Accomplish Custom validation for  CSS, XSL, SVG,
  JavaScript, VBScript, and other text or element
  based content

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Site Quality Factors

• Accessibility and Usability
• Searchability
• Privacy and Exposure
• Site Quality-User Experience
• Site Quality-Broken Links
• Metadata Policy
• Custom Checks-Corporate Standards

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Metadata Policy

• Metadata provides information about a document
  that identifies it for proper indexing, search
  and retrieval. Content Managers should be able to
  Verify Compliance to your internal or global
  policies.

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What is Meant by the Quality of a Web Record?

• Quality of the Web Record Content
• Accessibility, conformance to policy, accuracy
• Quality of the Web Record Structure
• Conformance to metadata standards
• Ensuring the integrity of the document
• Is this the original document

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Types of Metadata - NBII

• Embedded

Dynamic
Full metadata records
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Custom Checks-Corporate Standards

• Custom checks allow users to ensure that diverse
  document authors create and maintain content that
  meets with the common look and feel for the
  corporate Web presence, and that all content
  complies with organizational standards and
  policies.

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NBII XML Dublin Core File
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Dublin Core
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Dublin Core
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Dublin Core
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Dublin Core
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Dublin Core
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Dublin Core
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Validation can be automated
The user selects options for email reports, like
the failed files only option, and creates a
list of recipients.
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Monitoring the Web
Users can create and monitor Webs on-demand via
the Web interface. The software administrator
can create users and groups with unique access
rights. Or the logon procedure can be disabled,
allowing all users the same privileges.
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Developing a Strategy for Content quality

• A Content quality and accessibility strategy
  should give you the ability to view policy
  implementation from a project management
  perspective. This will enable you to
• Allocate resources appropriately
• Track site progress
• Identify problem areas
• Integrate content quality into your Quality
  Assurance and content delivery processes
• Keep a historical view of your Web site work.

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The Web Project Life Cycle

• Phases of the Web project life cycle
• Plan
• Develop
• Test
• Deploy
• Monitor
• Incorporating Content quality into the project
• Develop a policy for creation, validation and
  monitoring of content that complies with policies
• Educate-all members of the team
• Empower the developers and QA team with testing
  tools
• Empower Web Managers and administrators with
  tools to monitor the effective implementation of
  the policy

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Overview of HiSoftware Solutions

• AccVerify
• Verifies compliance
• -Desktop solution
• AccRepair
• Verifies compliance and makes Wizard-guided
  repairs to Web content
• -Desktop solution
• AccMonitor
• Verifies compliance for live Web files and
  Repairs files through file management system
• -Automated server solution with Web based
  interface and platform independent accessibility
  verification. Also works with Microsoft
  SharePoint Portal Server and Content Management
  Server.

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Verifying Compliance

• .

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Easy Access to Reports

• The Report Manager allows for easy access to
  reports.

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Summary Reports
A Summary Report is generated when files are
verified in batch. The Summary Report includes
overview graphs, and a listing of files that
passed and files that failed with links to all
Detail/Checklist Reports.
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Detail Reports
Every Web file has a Combined detail and
checklist report that shows exactly why a file
failed compliance and the rules used to create
the report.
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Additional Reports include Alt text quality
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Metadata Policy
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Searchability
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Recorder Capabilities

• The Recorder is HiSoftware technology for
  tracking compliance efforts. Using the Recorder,
  the user can
• Identify the status of a Web project on demand
  for a specific point in time via the History
  feature
• Track the progress of the project over time via
  the History feature
• Isolate Web accessibility information by Web
  elements, accessibility status, and advanced
  custom rules

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AccMonitor

• AccMonitor verifies compliance for live Web files
  and allows users to configure the program using
  the server-based software or the Web-based
  interface
• Runs as a Windows service
• No file or server access required
• Send email reports to multiple recipients
• Options allow the user to generate reports only
  for files that fail compliance verification or
  for all files checked
• Includes the same dynamic reporting functionality
  as other HiSoftware acc products
• Collaborate with other users on your team by
  sharing results in a central location

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Monitoring the Web
The user schedules the Web for daily, weekly, or
monthly monitoring. The Autorun Schedule can
export to History and purge the recorder database
automatically.
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Example of NBII custom check
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How it is built
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Conclusions

• Content Quality testing solutions should create
  and capture all of the tests that users run
  against their Web content. This enables users to
• Identify the compliance status of a Web project
  on demand for a specific point in time
• Track the progress of the project over time via
  the History feature
• Work Collaboratively with team members to ensure
  compliance with all standards

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More information

• More information is available at
• www.hisoftware.com
• danalouise_at_hisoftware.com
• www.nbii.gov
• Mike_frame_at_usgs.gov