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OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries http://digitalprojects.li braries.uc.edu [email protected] OhioLINK DRC Input Forms Workshop 3-15-2011 Catalina Oyler Digital Initiatives Coordinator The Five Colleges of Ohio [email protected]

OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

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Page 1: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

OhioLINK DRCInput Forms Workshop

Linda NewmanDigital Projects CoordinatorUniversity of Cincinnati Librarieshttp://[email protected]

OhioLINK DRC Input Forms Workshop 3-15-2011

Catalina OylerDigital Initiatives CoordinatorThe Five Colleges of Ohio [email protected]

Page 2: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Don’t forget about Templates:You can use templates to control fields. Edit Collection Edit Item Template

(found after ‘Current logo’)

Page 3: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Templates in Use:This is how the input form looks:

Page 4: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Structure of input-forms.xmlHeader: <?xml version="1.0"?>

<!DOCTYPE input-forms SYSTEM "input-forms.dtd">

Form Map:

<form-map> <name-map collection-handle="default" form-name="traditional" /> <name-map collection-handle="2374.UC/862" form-name="uc_news_record" /></form-map>

Form Definitions:

<form-definitions> <form name="uc_news_record"> <page number="1"> <!-- A form may contain 1-6 pages.--> <field></field> </page> </form></form-definitions>

Value Pairs: <form-value-pairs> <value-pairs value-pairs-name="common_identifiers" dc-term="identifier"> <pair></pair> </value-pairs></form-value-pairs>

Footer: </input-forms>

Page 5: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Documentation:

Chapter 14.4 of the “DSpace Manual” for release 1.6.0:

http://www.dspace.org/1_6_0Documentation/ch14.html#N183C7

For the entire manual see: http://www.dspace.org/1_6_0Documentation/index.htmlPDF:http://www.dspace.org/1_6_0Documentation/DSpace-Manual.pdf

Page 6: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Field definitions <field> <!-- contributor.author -->

<dc-schema>dc</dc-schema>

<dc-element>contributor</dc-element>

<dc-qualifier>author</dc-qualifier>

<repeatable>true</repeatable>

<label>Author</label>

<input-type>name</input-type>

<hint>Enter the name of the author of this item.</hint>

<required>You must enter an author.</required>

</field>

It’s good to label each field with a comment : <!– comment -->

Elements for each field: •dc-schema•dc-element •dc-qualifier repeatable •label •input-type •hint•required

If a field is not required, omit any content between the tags <required></required>.

It’s good to label each field with a comment : <!– comment -->

Elements for each field: •dc-schema•dc-element •dc-qualifier repeatable •label •input-type •hint•required

If a field is not required, omit any content between the tags <required></required>.

Other elements (consult online documentation: •visibility•vocabulary

Page 7: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Input Types• onebox -- A single text-entry box.

• textarea -- Large block of text that can be entered on multiple lines.

• name -- Personal name, with separate fields for surname and first name. When saved they are appended in the format ’LastName, FirstName‘.

• date -- Calendar date. If required at least the year must be entered.

• series -- Series/Report name and number. Separate fields are provided for series name and series number, but they are appended (with a semicolon between) when saved.

• dropdown -- Choose value(s) from a "drop-down" menu list. *

• qualdrop_value -- Enter a "qualified value", which includes both a qualifier from a drop-down menu and a free-text value.*

• list -- Choose value(s) from a checkbox or radio button list. If the repeatable attribute is set to true, a list of checkboxes is displayed. If the repeatable attribute is set to false, a list of radio buttons is displayed.*

*These input types require the value-pairs-name attribute.

Page 8: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

onebox• onebox -- A single text-entry box.

<field> <!-- title -->

<dc-schema>dc</dc-schema>

<dc-element>title</dc-element>

<dc-qualifier></dc-qualifier>

<repeatable>false</repeatable>

<label>Title</label>

<input-type>onebox</input-type>

<hint>Enter the main title of the item.</hint>

<required>You must enter a main title for this item.</required>

</field>

Page 9: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

textarea• textarea -- Large block of text that can be entered on multiple lines.

<field> <!-- description -->

<dc-schema>dc</dc-schema>

<dc-element>description</dc-element>

<dc-qualifier></dc-qualifier>

<repeatable>true</repeatable>

<label>Description</label>

<input-type>textarea</input-type>

<hint> Enter any descriptive notes in this box. HTML is allowed. This field appears on brief record.</hint>

<required></required>

</field>

Page 10: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

name• name -- Personal name, with separate fields for surname and first name. When

saved they are appended in the format ’LastName, FirstName‘.

<field> <!– contributor.author -->

<dc-schema>dc</dc-schema>

<dc-element>contributor</dc-element>

<dc-qualifier>author</dc-qualifier>

<repeatable>true</repeatable>

<label>Author</label>

<input-type>name</input-type>

<hint>Enter the name of the author of this item.</hint>

<required>You must enter at least one author.</required>

</field>

Page 11: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

date• date -- Calendar date. If required at least the year must be entered.

<!-- **** date.issued is toggled on/off by "Published before?" checkbox on INITIAL QUESTIONS page **** -->

<field> <!-- date.issued -->

<dc-schema>dc</dc-schema>

<dc-element>date</dc-element>

<dc-qualifier>issued</dc-qualifier>

<repeatable>false</repeatable>

<label>Date of Issue</label>

<input-type>date</input-type>

<hint>Please give the date of previous publication or public distribution below. You can leave out the day and/or month if they aren't applicable.</hint>

<required>Date Issued will usually match Date Created for this collection.</required>

</field>

Page 12: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

dropdown• dropdown -- Choose value(s) from a "drop-down" menu list<field> <!-- language.iso set to en_us -->

<dc-schema>dc</dc-schema>

<dc-element>language</dc-element>

<dc-qualifier>iso</dc-qualifier>

<repeatable>false</repeatable>

<label>Language</label>

<input-type value-pairs-name="us_english_language">dropdown</input-type>

<hint>Language defaults to English (United States) but this can be changed by editing the metadata after record submission.</hint>

<required>choose English (United States)</required>

</field>

Later in value pairs section:

<value-pairs value-pairs-name="us_english_language" dc-term="language">

<pair>

<displayed-value>English (United States)</displayed-value>

<stored-value>en_US</stored-value>

</pair>

</value-pairs>

Page 13: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Dropdown (in use)

Page 14: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

qualdrop• qualdrop_value -- Enter a "qualified value", which includes both a qualifier from

a drop-down menu and a free-text value.

<field>

<dc-schema>dc</dc-schema>

<dc-element>contributor</dc-element>

<dc-qualifier></dc-qualifier>

<repeatable>true</repeatable>

<label>Contributors</label>

<input-type value-pairs-name="uc_CCM_contributors">qualdrop_value</input-type>

<hint>Enter any prominently named authors, performers, composers, conductors, or other. Enter in the format of lastname, firstname.</hint>

<required></required>

</field>

Page 15: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Qualdrop (value-pairs)<value-pairs value-pairs-name="uc_CCM_contributors" dc-term="contributor">

<pair>

<displayed-value>author</displayed-value>

<stored-value>author</stored-value>

</pair>

<pair>

<displayed-value>performer</displayed-value>

<stored-value>performer</stored-value>

</pair>

<pair>

<displayed-value>composer</displayed-value>

<stored-value>composer</stored-value>

</pair>

<pair>

<displayed-value>conductor</displayed-value>

<stored-value>conductor</stored-value>

</pair>

<pair>

<displayed-value>other</displayed-value>

<stored-value>other</stored-value>

</pair>

</value-pairs>

Page 16: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Qualdrop (in use)

Page 17: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Limitations of input-forms.xml

• A form-definition must exist for each collection if the default input-form is not sufficient. (No method for defining input forms for all collections within a community.)

• Input-types cannot be combined, such as ‘name’ and ‘qualdrop’.

• Fields of the same element and qualifier cannot be repeated with different value-pairs within the same form.

Page 18: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise1. Login through the OARnet VPN client. Use FileZilla to

login to your test instance and download the following two files to your laptop. Both are found in /local/local/dspace/config

input-forms.xmlinput-forms.dtd

2. Copy input-forms.xml. Good practice – name the copy for the date of last modification, for example: input-forms_bkup_20110311.xml

3. Create a new collection in your test instance named ‘Test Input Forms’. Make a note of the collection handle.

Page 19: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise4. Open input-forms.xml in Oxygen (or your xml

editor of choice). Make an entry for the new collection in the form-map section:

<name-map collection-handle="2374.UC/222240" form-name= "test_inputforms" />

5. Copy the form-definition for “traditional” to a new form-definition above this form-definition. Select beginning with this line: <form name="traditional"> and copy through </form>

6. Change the first line of the new form-definition to <form name= "test_inputforms ">

Page 20: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise7. Alter the input-type in the field definition for ‘Identifier’:<input-type value-pairs-

name="workshop_common_identifiers"> qualdrop_value</input-type>8. Alter the input-type in the field definition for ‘subject’:<input-type

value-pairs-name="workshop_subjects">list</input-type>

9. Alter the input-type in the field definition for ‘language’:<input-type value-pairs-

name="workshop_languages">dropdown</input-type>

Page 21: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise10. Go to the end of the file. Before the line that closes the

value-pairs section -- </form-value-pairs> -- add 3 new value-pair definitions:

<value-pairs value-pairs-name="workshop_common_identifiers" dc-term="identifier"> <pair> <displayed-value>ISSN</displayed-value> <stored-value>issn</stored-value> </pair> <pair> <displayed-value>ISBN</displayed-value> <stored-value>isbn</stored-value> </pair></value-pairs>

(Continued next slide)

Page 22: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise<value-pairs value-pairs-name="workshop_subjects" dc-term="subject"> <pair> <displayed-value>Apples</displayed-value> <stored-value>Apples</stored-value> </pair> <pair> <displayed-value>Oranges</displayed-value> <stored-value>Oranges</stored-value> </pair> <pair> <displayed-value>Grapefruit</displayed-value> <stored-value>Grapefruit</stored-value> </pair></value-pairs>

<value-pairs value-pairs-name="workshop_languages" dc-term="language"> <pair> <displayed-value>English (United States)</displayed-value> <stored-value>en_US</stored-value> </pair> <pair> <displayed-value>French</displayed-value> <stored-value>fr</stored-value> </pair></value-pairs>

Page 23: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise11.Validate the input-forms.xml file using

Oxygen.12.Save input-forms.xml13.Using FileZilla, upload both input-forms.xml

and your backup copy, to your test instance, to /local/local/dspace/config

14.Login to your test instance using PuTTY, including ‘sudo -i’, and issue this command: tomcat restart

15.Test your new input form!

Page 24: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

Exercise16.The exercise is complete. You may wish to

restore your original input-forms.xml. You can do this in FileZilla, on the right hand pane – in /local/local/dspace/config. Rename or delete the new file, and then rename your backup copy to ‘input-forms.xml’. Then in PuTTY, restart tomcat again. This is one way to back-out of any changes that don’t work.

Page 25: OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries

OhioLINK DRCInput Forms Workshop

Linda NewmanDigital Projects CoordinatorUniversity of Cincinnati Librarieshttp://[email protected]

OhioLINK DRC Input Forms Workshop 3-15-2011

Catalina OylerDigital Initiatives CoordinatorThe Five Colleges of Ohio [email protected]