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wiki:user_manual:metadata_fields_management [2008/09/03 10:42] (current)
sdemi created
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 +**\\ **====== 2. Metadata Fields Management ======
 +
 +| 2.1 View All Metadata Fields ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | View a list of all existing Metadata Fields to view/update details of individual fields. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | 1. Click on the "Metadata Fields" link from the menu bar or the "View Metadata Fields" link in the User Home Page |
 +| Result | System displays a list containing the summaries of all Metadata Fields. |
 +
 +| 2.2 Add Metadata Field ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | Add a custom Metadata Field to the Metadata Structure. You will need to do so for Metadata Fields that are required by your organization but not available in IsoveraDL. |
 +| Which page do I have to be in to access this functionality? | [[#_2.1_View_All_Metadata Fields|2.1 View All Metadata Fields]] |
 +| Steps | Click on the "Add a custom Metadata Field" link. You will be redirected to the Add New Metadata Field page. Fill in the form All fields are required. **Name**: Provide the name of the Metadata Field. The field will be represented throughout the system by this name. **Short Name**: Provide an alphanumeric identifier for the field to be used in the background. This may not contain spaces. **Required**: Indicate if this field is required in all Metadata Record Cataloging Forms. If "Yes" is selected then this field must be added to all Metadata Record Cataloging Forms (See below for instructions on how to [[#_4.4.1_Add_Metadata_Field To Record|Add Metadata Field to Metadata Record Cataloging Form]]). If the field is not added to a Metadata Record Cataloging Form, users will not be able to [[#_5.1_Upload/Catalog_Metadata_Record|Upload Metadata Record]] since this required field will be missing in the entered data. **Multiplicity**: Indicate whether a Metadata Record Cataloging Form should allow users to enter multiple values of this field. Results in an "Add Another" button being presented to the User in the Metadata Record Cataloging Form for this field. **Type**: Indicate the Input Type for this Metadata Field. **Controlled Vocabulary**: This will appear in the form if Classification or Controlled Vocabulary Term is selected as the Type. Indicate which Controlled Vocabulary terms will be used to populate the options drop down in the Metadata Record Cataloging Form when this field is added to the Form. Click "Add Field" |
 +| Result | The Metadata Field is added to the system and is saved in the system. You will be taken back to View All Metadata Fields Page |
 +| Things to look out for | At step 2 if you do not enter one of the fields the system will reload the page and display an error message indication what went wrong. |
 +
 +| 2.3 Edit Metadata Field ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | Edit an existing Metadata Field |
 +| Which page do I have to be in to access this functionality? | [[#_2.1_View_All_Metadata Fields|View All Metadata Fields]] |
 +| Steps | Click on the "Edit" link of a Metadata Field. You will be redirected to the Edit Metadata Field page. System displays the pre-populated form with information previously recorded. Edit the form. The system will provide you with the following options: Name, Short Name, Required, Multiplicity, Type, Controlled Vocabulary. If an existing Metadata Record Cataloging Form uses a Metadata Field or there is data for that field in an existing Metadata Record, then it is not possible to modify any options except 'Name' field. Click "Save Edits" |
 +| Result | The modifications to the Metadata are saved in the system. You will be taken back to View All Metadata Fields Page |
 +| Things to look out for | At step 2 if you do not enter one of the fields, the system will reload the page and display an error message indication what went wrong. |