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wiki:user_manual:validate_metadata_records [2008/09/03 10:43] (current)
sdemi created
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 +**\\ **====== 6. Validate Metadata Records ======
 +
 +| 6.1 View All Metadata Records by Validation Stage ||
 +| Which users have access to this page? | Collection Administrator, Collection Manager and Validator. |
 +| What does this functionality allow me to do? | View all the existing Metadata Records according to their validation stage. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | 1. Click on the "View all records by validation stage" link from the User Home Page under "Validate Records" heading. You will be redirected to "View All By Stage" page. |
 +| Result | The system will display all existing Metadata Records in the system according to their validation stage. There are five validation stages: a) **Unassigned** -- Metadata Records have not yet been assigned to Validators. b) **Assigned** -- Metadata Records which have been assigned to Validators but not yet validated. c) **Validated** -- Metadata Records which have been validated and are a part of the collection d) **Unvalidated Archive** -- Metadata Records which have been archived from the collection before validation. e) **Validated Archive** -- Metadata Records which have been archived from the collection after validation |
 +
 +| 6.2 Assign Un-validated Records ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager. |
 +| What does this functionality allow me to do? | Assign un-validated Metadata Records to Validators. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | 1. Click on the "Assign unvalidated records" link from the User Home Page under "Validate Records" heading. You will be redirected to "View Unvalidated Metadata Records" page. The system displays the records which have not yet been validated. Alongside each record, the system displays a dropdown list containing the names of all Validators in the system. 2. Select a Validator for a Metadata Record from the dropdown list. 3. Click "Assign" button. |
 +| Result | The Metadata Record will be assigned to the selected Validator and promoted to the "Assigned" stage. Now the assigned Validator can see this record in her "[[#_6.3_View_Metadata_Record Validation|View Metadata Record Validations Assigned To You]]" page. |
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 +| 6.3 View Metadata Record Validations Assigned To You ||
 +| Which users have access to this page? | Validator |
 +| What does this functionality allow me to do? | View all the Metadata Records that have been assigned to you for validation. |
 +| Which page do I have to be in to access this functionality? | User Home Page |
 +| Steps | 1. Click on the "View all validations assigned to you" link from the User Home Page under "Validate Records" heading. You will be redirected to the "View Assigned Validations" page. |
 +| Result | 1. The system will display the Metadata Records that have been assigned to you. 2. Alongside each record, the system displays a "Validate" link. See [[#_6.4_Validate_Metadata_Record|Validate Metadata Record]] below for record validation process. |
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 +| 6.4 Validate Metadata Record ||
 +| Which users have access to this page? | Validator. |
 +| What does this functionality allow me to do? | Validate the Metadata of a Record and make it a part of the collection. |
 +| Which page do I have to be in to access this functionality? | [[#_6.3_View_Metadata_Record Validation|View Metadata Record Validations Assigned To You]] |
 +| Steps | 1. Click on the "Validate" link of a record from [[#_6.3_View_Metadata_Record Validation|View Metadata Record Validations Assigned To You]] page. You will be redirected to the Validate Metadata Record page. A pre-populated Metadata Record Cataloging Form will be displayed. 2. Update necessary fields for this Metadata Record. 3. Click on the "Validate the record" button at the bottom of this page.. You will be taken to record confirmation page. The system displays a preview of user input with all information as user entered in the previous page. At the top of the page you will see three buttons: '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 | The Metadata Record will be marked as "Validated" in the system and will be added to the collection. This metadata Record will now be available for Search and Browse. |
 +| 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, displays an error message specifying what went wrong. The Metadata Record modifications are not saved in the system at this point. 2. At Step 4, if you click on "Place the record in the archive" button, the Metadata Record will be archived and will not be added to the collection, it will not show up during search or browse. 3. At step 4, if you click on "No - I want to cancel all my work on the record", all your work for this Record will be discarded, and you will be redirected to [[#_6.3_View_Metadata_Record Validation|View Metadata Record Validations Assigned To You]] page. 4. 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. 5. At step 4, if you click on 'Yes - I am done, save all my changes'. You will be taken back to [[#_6.3_View_Metadata_Record Validation|View Metadata Record Validations Assigned To You]] page. |
 +
 +| 6.5 De-Accession Metadata Record ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager. |
 +| What does this functionality allow me to do? | Remove a Metadata Record from the collection. While the Metadata for the Resource remains in the system, it is no longer considered part of the collection. |
 +| 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 "DeAccession" link of a record from [[#_6.1_View_All_Metadata Records By Va|View All Metadata Records By Validation Stage]] page. You will be prompted to confirm that you really want to de-accession this record. Click "ok". |
 +| Result | The Metadata Record will be de-accessioned from collection and marked as "Unvalidated Archive". |