Differences

This shows you the differences between two versions of the page.

Link to this comparison view

wiki:user_manual:metadata_records_management [2008/09/03 10:43] (current)
sdemi created
Line 1: Line 1:
 +**\\ **====== 5. Metadata Records Management ======
 +
 +| 5.1 Catalog/Upload Metadata Record ||
 +| Which users have access to this page? | Collection Administrator, Collection Manager, Validator and Cataloger. |
 +| What does this functionality allow me to do? | Catalog a new Metadata Record for a Resource. You may either provide a link for your Resource or upload the Resource. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | Click the process (Metadata Record Cataloging Form) you want to use The system will display the Metadata Record Cataloging Form. Fill the form. The fields marked with a * (star) are required At the bottom of the page click 'Save and Finish' button. · You will be taken to record confirmation page. · The system displays a preview of the Metadata Record with all the information you entered in the previous page. At the top of the page you will see four buttons: 'No - I want to cancel all my work on the record', 'No - let me go back and continue editing', 'Yes - Save my changes and take me back to the Submission Form to upload a similar record' and 'Yes - I am done, save all my changes'. Click 'Yes - I am done, save all my changes'. |
 +| Result | The new Metadata Record will be added to the system and marked as 'Unvalidated'. |
 +| Things to look out for | At step 2, you do not enter the required fields the system will reload the page with all previously entered data, display an error message specifying what went wrong. The Metadata Record will not be added to the system at this point. At step 4, if you click on "No - I want to cancel all my work on the record", all your work for the Metadata Record will be discarded, and you will be redirected to [[#_5.1_Upload/Catalog_Metadata_Record|Catalog/Upload Metadata Record]] page. At step 4, if you click on "No - let me go back and continue editing", you will be return to step 2 and may continue to working on Metadata Record Cataloging Form. At step 4, if you click on 'Yes - Save my changes and take me back to the Submission Form to upload a similar record' the new Metadata Record will be saved to system and you will be redirected to step 2 and allowed to catalog a similar Metadata Record with the same Metadata Record Cataloging Form. At step 4, if you click on 'Yes - I am done, save all my changes' the new Metadata Record will be saved to database and you will be taken back to [[#_5.1_Upload/Catalog_Metadata_Record|Catalog/Upload Metadata Record]] page. |
 +
 +| 5.2 View All Metadata Records ||
 +| Which users have access to this page? | Collection Administrator, Collection Manager, Validator and Cataloger. |
 +| What does this functionality allow me to do? | View the list of all existing Metadata Records in the system. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | Click on the "Catalog" link from the menu bar or the "View existing Metadata Records" link in the User Home Page under "View Metadata Records" heading. |
 +| Result | The system displays the list of uploaded record in the system. The top of the page also contain the links for view Metadata Record Modification History. |
 +
 +| 5.3 View Details of Metadata Record ||
 +| Which users have access to this page? | Collection Administrator, Collection Manager, Validator and Cataloger. |
 +| What does this functionality allow me to do? | View details of a previously uploaded Metadata Record. |
 +| Which page do I have to be in to access this functionality? | [[#_5.2_View_All_Metadata Records|View All Metadata Records]] |
 +| Steps | Click on the Metadata Record's name from [[#_5.2_View_All_Metadata Records|View All Metadata Records]] page. |
 +| Result | The system will display the details of the Metadata Record. |
 +
 +| 5.4 Edit Metadata Record ||
 +| Which users have access to this page? | Collection Administrator, Collection Manager. |
 +| What does this functionality allow me to do? | Edit the details of a previously uploaded Metadata Record. |
 +| Which page do I have to be in to access this functionality? | [[#_6.1_View_All_Metadata Records By Va|View All Metadata Records By Validation Stage]] |
 +| Steps | 1. Click on the "Edit" link for a Metadata Record from the [[#_6.1_View_All_Metadata Records By Va|View All Metadata Records By Validation Stage]] page. You will be redirect to Edit Metadata Record page. A pre-populated Metadata Record Cataloging Form will be displayed. 2. Make necessary changes to the Metadata Record by updating the inputs in the Cataloging Form. 3. Click on the "Finish and save" button at the bottom of the page. You will be taken to Metadata Record confirmation page. The system displays a preview of the Metadata Record with all updates you made in the previous page. At the top of the page four buttons will appear mark with 'No - I want to cancel all my work on the record', 'No - let me go back and continue editing' and 'Yes - I am done, save all my changes'. 4. Click 'Yes - I am done, save all my changes'. |
 +| Result | Modifications to the Metadata Record will be saved in the system. |
 +| Things to look out for | 1. At step 2, if you do not enter the required fields the system will reload the page with all previously entered data, display an error message specifying what went wrong. Information about the Metadata Record is not modified in the system at this point. 2. At step 4, if you click on "No - I want to cancel all my work on the record", all your work for this Metadata Record will be discarded, and you will be redirected to [[#_5.1_Upload/Catalog_Metadata_Record|Upload/Catalog Metadata Record]] page. 3. At step 4, if you click on "No - let me go back and continue editing", you will be return to step 3 and may continue to working on Metadata Record. |
 +
 +| 5.5 View Record Modification History Report ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager. |
 +| What does this functionality allow me to do? | See details about when and by whom each Metadata Record in the system was modified. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | Click on the "View Record History" link from the menu bar or the "View record modification history" link under "View Records" heading in the User Home Page. |
 +| Result | The system will display the history of all Metadata Record in the system. The details displayed includes Record Title, The name of the user who acted on the record, the action that was taken on the record and the time of the action, the stages the record was in before and after the action. |