DAFv2 Hands on Lab 1. Agenda Administration Manager Administration Manager Roles, General Settings,...

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DAFv2 Hands on LabDAFv2 Hands on Lab

AgendaAgenda• Administration ManagerAdministration Manager

Roles, General Settings, Job-Types, Phases, Users, Workstations, Roles, General Settings, Job-Types, Phases, Users, Workstations, CollectionsCollections

• Check-In ManagerCheck-In ManagerBatches, JobsBatches, Jobs

• Phase ManagerPhase ManagerExample Scenario demonstrating the featuresExample Scenario demonstrating the features

• Reporting ManagerReporting ManagerSystem Workflow, Pending Jobs, Late Jobs, User Rates, Report Builder System Workflow, Pending Jobs, Late Jobs, User Rates, Report Builder

• Search Search • Archiving ManagerArchiving Manager

Archive, Confirm, Check-OutArchive, Confirm, Check-Out

• Retrieval ManagerRetrieval ManagerRetrieve Job using Barcode (example)Retrieve Job using Barcode (example)

Administration Manager

• Responsible for Adjusting the System Configurations such as:• Roles/Permissions• General Settings• Job-Types• Phases• Users• Workstations• Collections

Administration Manager:

In DAFv2, we maintain the following relation:

Roles-Permissions

Administrator

Senior User 1

User 2

User 3

User 4

User 1

Support Users

System Users

Senior User 2

Support Role

Administrator Role

Senior User Role

Simple User Role

Administration Module

Phase Manager

Reporting Module

CheckIn Module

Archiving Module

Adding a new Role:Roles-Permissions

Click Here

Type Role Name

Select Permissions

Permission Tree Examples:Roles-Permissions

Simple User Shift Operator Administrator

This module configures:1- Storage Media TypesSize, Barcode Abbreviations, FTP Path

(in case of online storage)2- Operating System3- Language4- Job Condition5- External ID Type6- Device

General Settings

Configuring General Settings:General Settings

Click Here

Adjust Setting Parameters

Select Setting to Adjust

Each Job-Type defines a different path or flow of the Job in the system that is usually related to actual Physical types.

Example:•Books can be OCRed while photos cannot.

•Arabic Books require a different OCR software than Latin Books.

Job-Types

Each Job-Type has:

1- Identifying Name and Description.

2- Maximum Life Time (otherwise considered as a Late Job).

3- Folder Naming Convention.

4- Media Types this Job-Type should be archived on.

Job-Types

Administration Manager:Job-Types

Click Here

Adjust JobType Parameters

Define Associated Media

Click Here

The Phase defines the set of checks and actions to be performed on the Job on starting or on finishing the Job.

For Each Phase:

1- Phase Name

2- Maximum Period

3- XML Phase Definition

Phases

Administration Manager:Phases

Click Here

Adjust Setting ParametersClick Here

Put Phase in Desired Domain

Change Phases

Sequence

Update Sequence

Each User has:

1- User Name and Password

2- Role

3- Maximum number of Jobs at a time

4- Phases he is able to perform

5- IsLDAP or not

6- IsActive or not

Administration Manager:Users

Click Here

Available and Assigned Phases

User Details

Click Here

Each Workstation has:

1- Name or IP

2- Physical Location

3- Working Directory

4- Operating System

5- Devices attached to

6- Phases that can be performed on

7- Media Types that can be archived on

Workstations

Administration Manager:Workstations

Click Here

Attached Media

Workstation Details

Available and Assigned Phases

Click Here

Each Collection has:

1- Owner, Project, In-Charge (BA-Internals)

2- Name and Path on Server

3- Users and Workstations that can work on this Collections

Collections

Administration Manager:Collections

Click Here

Collection Details

Users Workstations

Click Here

Check-In Manager

• Allows for the addition of new Batches and Jobs into the System.

• Integrated with the Check-In Plug-ins to extract the Jobs Metadata from the different ILS Systems or Other Sources.

Check-In Manager:Batches

• Each Batch:

• is part of a Collection.

• has a default Job-Type.

Check-In Manager:Batches

Click Here

Batch Details

Collection

Job Type

Click Here

Check-In Manager:Jobs

• Metadata can be extracted using Check-In Plug-ins

• Assign Job to a Starting User and Phase

• A Job can be Pre-Assigned for all its Phases.

Click HereEnter External ID

Job DetailsManage Job IDs

Job record (Marc)

Pre-Assign path to JobClick Here

Phase Manager

Allows the Operator to:

• Get Job

• Upload Job

• Download Job

• Finish Job

• Reject Job

• Redirect Job2727

System Modules: Job Life CycleSystem Modules: Job Life Cycle

• Job life cycle

Reject

Assign

Redirect

FinishFile transfer Ordinary job finishing

Reject job for some problems

New JobCheck-

inCheck-

outTo Repository

DownloadUpload

Administrator accepts the recommendation

Job assigned to next state

Recommend re-do a phase to the job

Administrator accepts the rejection

Phase Manager:Example Scenario:

Get New Job

Available Jobs

Started Jobs

Upload Selected Job

Started Jobs

Download Selected Job

Job History

Started Jobs

Finish Selected Job

• Job life cycle

Reject

Assign

Redirect

New JobCheck-

inCheck-

outTo Repository

DownloadUpload

Get New Job

Reject Selected Job

Approve Rejection

Pending Jobs

• Job life cycle

Reject

Assign

Redirect

New JobCheck-

inCheck-

outTo Repository

DownloadUpload

Redirect Selected Job

Get New Job

Finish Selected Job

Job History

Get New Job

Reporting Manager

• System Workflow

• Pending Jobs

• Late Jobs

• User Rates

• Report Builder

Reporting Manager:System Workflow

Click Here

Choose Filter

Reporting Manager:Pending Jobs

Approve RequestDeny Request

Download JobUpload Job

Reporting Manager:Late Jobs

Reporting Manager:Change Metadata and Priority

Change Title

Change Priority

Click Here

Reporting Manager:User Rates

Reporting Manager:Report Builder

Direct SQL

Choose Criteria

Define Attributes

Click Here

Reporting Manager:Saved Reports

Reporting Manager:Report

Search Capabilities

• Simple Search

• Advance Search

Search Capabilities

Click Here

Searching Capabilities:Advanced Search

Click Here

Search Capabilities

Change Flow Type Get Files Delete JobOverwrite FileForced Assignment

Search Capabilities

Archiving Manager

• Archive Jobs

• Confirm Media

• Check-Out Jobs

Archiving Manager:Archive

Destination Media TypeFirst Fit

Manual Selecting

Start Archiving

Progress Bar

Archiving Manager:Confirm Media

Choose Media

Confirm MediaDiscard Media

Archiving Manager:Check-Out Jobs

Choose Jobs

Check out

Retrieval Manager

• Retrieve Jobs from the different Medias and Media Types

• Assign them to a phase in the system, recommend the last User performed this Phase.

Retrieval Manager:Search

Search Job

Retrieval Manager:Search (cont.)

Retrieval Manager:Retrieve and Assign

Archiving History Retrieval Plug-in

Retrieve

For more details about DAF please refer to http://

wiki.bibalex.org/DAFWiki

Thank You

DAFv2 Hands on Lab 1. Agenda Administration Manager Administration Manager Roles, General Settings,...

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