PBCore Cataloging Tool Development RFP

WGBH Educational Foundation

August 1, 2017

I. Project Overview

WGBH is seeking a qualified developer or development team (“the Contractor”) to 
create a Ruby-based web application tool for the American Archive of Public 
Broadcasting’s PBCore Development and Training Project. 

The goal of the National Endowment for the Humanities-funded PBCore Development 
and Training Project is to develop tools, methodologies, workflows and training 
to enhance and extend the adoption of the Public Broadcasting Metadata 
Dictionary (“PBCore”), a metadata schema for the management of audio and 
audiovisual collections.

PBCore can be used as:

A guideline for cataloging or describing audiovisual content (as a content 
standard)
A model for building custom databases/applications
A guideline for identifying a set of vocabularies for fields describing av 
assets
A data model for a configurable collection management system (Omeka, Collective 
Access, etc.)
A guideline for creating inventory spreadsheets
An exchange (import or export) mechanism between applications 

PBCore records can easily be shared, allowing information about media assets 
and collections to be exchanged between organizations and media systems.

Public Broadcasting in the United States developed PBCore so producers and 
local stations can better share, manage and preserve the media they produce. 
Because it is so useful in describing media assets, a growing number of film 
archives and media organizations outside of public broadcasting have adopted 
PBCore to manage their audiovisual assets and collections. PBCore is used by 
the American Archive of Public Broadcasting as an exchange format and data 
model for metadata about public broadcasting collections.

As part of the NEH project, WGBH seeks to create an open-source graphical user 
interface (“GUI”) cataloging tool. We envision the tool as a simple GUI built 
in Ruby. The tool will have a function that allows for creation, editing, 
import and export of PBCoreXML 2.1 documents (and CSVs formatted in accordance 
with a PBCore data model), which are then stored externally to the app. The 
tool will also allow for search and discovery of the stored XML documents. The 
tool should be easy to implement and use by novice and experienced PBCore users.

II. Project Activities

a. Process overview

i.               WGBH will provide contractor with background materials and 
preliminary requirements for the app development, including information about 
the metadata structure of PBCore, existing PBCore tools, and the prototype 
Filemaker-based tool.

ii.              Contractor will create a work plan and more detailed proposal 
for the product based on the background materials.

iii.            The work plan and detailed proposal will be discussed and 
approved in a meeting with WGBH staff, launching a six-month development phase.

iv.            Over the course of the development phase, contractor will 
perform weekly code review with WGBH in-house developers to assure that WGBH 
development staff are comfortable and familiar with the tool.

v.              Contractor will hold bi-weekly update meetings with WGBH 
project staff to demo development and discuss direction of the project. 

vi.            After the six-month development phase, WGBH staff will demo tool 
with Test User group for review and feedback.

vii.           WGBH will share feedback with contractor and jointly determine a 
proposal for a further three months of development based on user feedback and 
feasibility.

viii.         After the second development phase, all code and documentation 
will be turned over to WGBH for release under an MIT Open Source license.  

b. Project Requirements/Desired Features

Required:

User can easily install the tool.
User can easily create a new PBCore XML document.
User can add any PBCore XML attribute or element that is allowed to an existing 
document.
User can see definitions of each element incorporated into the tool.
User can see options for elements or attributes to add to an existing document.
User can import pre-existing batch or single PBCore XML.
User can export batch or single PBCore XML.
User can import PBCore-compliant CSV.
User can export PBCore-compliant CSV.
User can view created XML documents.
User can conduct a keyword search across fields in XML documents.
User can perform a complex search based on values of two elements or more.
User can edit pre-existing records.
User can see PBCore controlled vocabularies as drop-down options for elements 
and attributes.
User is notified when PBCore document is invalid.
User can batch add a value in a specific element or attribute to all records in 
a found set.

III. Proposed Timeline 

We expect preliminary planning to be completed by October 15th, 2017, though 
this timeline may be extended depending on the length of the hiring process for 
the contractor. The primary development phase should be completed by March 
30th, 2018. User testing will be conducted in April 2018, and the final product 
should be delivered by July 2018.

IV. Application Process

When selecting an developer or development team for this project, we will be 
evaluating candidates on the following criteria:

Required experience

Previous experience creating applications in Ruby or similar programming 
language
Familiarity with XML creation and editing 

Preferred experience

Experience with XML-based metadata standards such as PBCore, Dublin Core, VRA 
Core
Experience in developing applications for cultural heritage organizations

Proposals should consist of a letter of interest, not to exceed 4 pages, 
including contact information, summary of qualifications, a fairly detailed 
quote of time, workscope, and a fixed price quote.

Eligibility for the contract is restricted to U.S. citizens or people with 
valid visas. Activities may be performed remotely.

Proposals should be submitted by August 30th to Rebecca Fraimow at 
rebecca_frai...@wgbh.org. Finalists will be notified of their status by 
September 15th.


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