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Step 2: There are multiple ways to initiate the Edit collection process. One of them is by going to the target collection using Admin options. Rollover your cursor on the "Edit" sign.

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Step 3: Click on “Edit” and click on “Collection” to proceed with the edit collection process.

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Step 4: A pop-up window showing list of collections will appear. Type the collection’s name in the search field you want to edit. Upon typing a few letters of the collection’s name, a list of collections with those letters or words will appear. Click on collection for initiating editing.

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Step 5: The application will take the user to the edit collection form. The user can perform a range of actions to edit the collection. Each tab is explained in a separate process in this document.

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1. Delete this collection – The button provided for deleting the collection. Detailed steps are explained in the latter part of this document.
2. Tabs – Edit collection has a variety of activities involved, which are grouped in a logical manner across various tabs. Below is the summary of these tabs
   1. Edit Metadata – Tab covers activities related to editing Collection’s profile information
   2. Assign Roles – This tab allows users to create specific roles for the collection
   3. Content Source – This tab enables harvesting the contents from various sources using OAI standards
   4. Curate – Users can set up various workflows related to content curation in this tab
   5. Access Control - The tab allow users to perform changes to the access conditions of all the items owned by the collection. Changes may be performed to either all Item metadata or all content (bitstreams).
   6. Authorizations – Under this tab, users can manage various groups created for managing different access rights and workflows specific to the collection
   7. Item Mapper - The item mapper tool allows collection administrators to map items from other collections. Collection administrators can search items from other collections and map them, or browse the list of currently mapped items.

Edit Metadata

Step 6: Edit Metadata tab allows users to update the collection’s profile-related information, a.k.a. collection Metadata.

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Step 20: Click on Add button to create a new Authorization policy.

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Step 21: Users can add information in the fields available in this form to the policy and save it by clicking the submit button. Please see the description of each field followed by the below screenshot.

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1. Name: Enter the Policy name in this field.
2. Description: Enter the Policy description here for future reference and understanding of other users.
3. Select the policy type: The user can select one of the following policy classification types from the list
   1. TYPE_SUBMISSION: a policy in place during the submission
   2. TYPE_WORKFLOW: a policy in place during the approval workflow
   3. TYPE_INHERITED: a policy that has been inherited from a container (the collection)
   4. TYPE_CUSTOM: a policy defined by the user during the submission or workflow phase
4. Select the action type: The user can select one of the following actions from the dropdown list:
   1. READ
   2. WRITE
   3. REMOVE
   4. ADMIN
   5. DELETE
   6. WITHDRAWN_READ
   7. DEFAULT_BITSTREAM_READ
   8. DEFAULT_ITEM_READ
5. Start date – end date: The user can select the start date and end date for using the policy, should they want to apply it for a fixed period.
6. The eperson or group that will be granted the permission: List of users/groups selected for granting permission under the policy
7. Search for an ePerson / Search for a group: Select ePerson or group for searching the entity
8. Search field: Enter keywords for searching the ePerson/Group
9. ePerson/Group list: Click on the select button against the user/group you want to add to the policy
10. Submit/Cancel button: Click on the Submit button to complete policy creation or click on the Cancel button to cancel the entire process.

You’ll see a confirmation prompt upon successfully creating the policy, as shown below. After that, the user will be back on the Authorizations screen.

Item Mapper

Manage mapped items

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