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Introduction

This instructions has two sections.

"How to Edit an Existing Form

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" is geared toward people who do not know XSLT.  It provides instructions on interacting with forms to do things like copy an existing form, then delete elements from that longer form to make a shorter form, then associate that form with a specific content model.  This can support setting up a workflow, and you don't need to know XPATH/XSLT to do it.

"How to Create a New Custom Form" is a tutorial that steps through creating some new form fields and using XPATH/XSLT to control how they interact with XML.  This is geared towards someone who will add new fields to an existing form or who will troubleshoot issues related to how forms are interacting with XML.  This wiki does not cover XPATH/XSLT, and to use this information, you need to separately learn about XPATH/XSLT because the XML forms are using XPATH/XSLT to interact with XML records on your site.

How to Edit an Existing Form

The following section will show you where to access forms in your Islandora installation, and how to Copy and Edit a form, and associate it with a content model. This section gives useful information for people The following section will show you where to access forms in your Islandora installation, and how to Copy and Edit a form, and associate it with a content model. This section is for people who do not have knowledge of XPath, and covers only minimal configuration options. If you are more familiar with XPath, and XML, then we suggest that you go to the second half of this page which is a section on creating custom ingest forms.  That section provides a more technical overview of the interface, as well as information for creating elements. /XSLT, and covers only minimal configuration options - how to change names of forms, how to delete fields, and how to determine what content models a form appears as an option for.  The goal is that anyone can follow along with this first section, regardless of coding knowledge.

To access the XML form builder, log into your Islandora site as an administrator, and navigate to Islandora > Form Builder (admin/islandora/xmlform). You should see the screen below: 

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A useful tutorial on how to create a new form is here:  Metadata and XML Forms, Donal Moses (UPEI), presented at Islandora Camp NY, November 20, 2013, available at http://islandora.ca/sites/default/files/Metadata%20XMLForms%20Islandora%20Camp%20NY%202013.pdf .  This tutorial steps through the process of building a simple Dublin Core form, and includes screenshots of each step.

Introduction

The XML Form Builder allows you to create and manipulate XML form templates and associate them with content models. This allows you to create custom forms to address the needs of your particular collection, or to pre-populate repeating fields. For example, if a collection of PDFs was all written by the same author, you may wish to create a custom form for this collection that has the author’s name pre-populated, so that users ingesting into this collection will not need to re-enter this information. Using custom forms you can also specify which metadata elements you wish to use to describe your object, and create validation rules for particular fields, among other features.

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