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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]
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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]


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