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

Various actions on this tab are explained immediately after the Edit Metadata illustration is added below.

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  1. Template Item – Users can add metadata elements and values during item submission in this collection. Item submitters can update or delete these pre-populated values during the submission process.
  2. Collection logo – Click on the delete button to remove the existing logo or add it if no logo exists. 
  3. Name – Update the existing collection name in this field. 
  4. Introduction text (HTML) – Update introductory text if already added or can add new text. One can utilize HTML tags to format the text or continue entering the plain text content.
  5. Short Description – Update the collection description or add a fresh short description for the collection.
  6. Copyright text (HTML) – Update copyrights copyright-related information in this field. Fields marked with (HTML) support HTML tags-based formatting.
  7. New (HTML) – Add/Update news specific to this collection in the field.
  8. License – Add/Update license-related information here.
  9. Entity TypeOnce added After adding an entity once to the collection, the value remains constant and uneditable.
  10. Action Button – Clicking on the Save button will update the metadata information for the collection.

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  1. Administrators – The collection administrator can assign rights like item submission, edit item metadata, and map existing items from other collections to this collection. Click the create button to create a dedicated Administrator group for the collection.
  2. Submitters – Users or User groups part of this group can submit items to the collection. Click on the create button to add specific users and user groups to perform item submission.
  3. Default item read access - E-People people and Groups can read new items submitted to this collection. Changes to this role are not retroactive. Existing items in the system will still be viewable by those who had read access at the time of their addition. Click the restrict button to restrict default item read access rights to a specific user group.
  4. Default bitstream read access – E-People and Groups added in this section can read bitstreams (attachments) in items by default. Click the restrict button to restrict default bitstream read access rights to a specific user group.
  5. Editors - Editors can edit the metadata of submissions and then accept or reject them. Click on the create button to add the workflow step of editing metadata and assigning roles to specific users or user groups.
  6. Final editors - Final editors can edit the metadata of incoming submissions but can not reject them. Click the create Create button to add this workflow step to the collection and assign a role to specific users or user groups.
  7. Reviewers - Reviewers can accept or reject incoming submissions. However, they can not edit the metadata. Click the create Create button to add this workflow step to the collection and assign a role to specific users or user groups.

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  1. OAI Provider – Enter the source OAI provider’s URL.

  2. OAI-specific set idID – Enter the set ID to source content.

  3. Metadata Format – Select a suitable metadata format using the dropdown list, e.g., Simple Dublin Core, Qualified Dublin Core, and DSpace Intermediate metadata.

  4. Harvest metadata only – Select this option to harvest only metadata from the source.

  5. Harvest metadata and references to bitstreams (requires ORE support) – Click on this option to harvest metadata and reference links to corresponding bitstreams.

  6. Harvest metadata and bitstream (requires ORE support) – Use this option to harvest both metadata and corresponding bitstreams into the target repository.

  7. Click on the 'Save' button to update harvesting settings.

  8. Upon clicking the save button and subject to successful validation of values entered, “Harvest Status” will turn to “Ready,” as demonstrated in the screenshot below.

  9. After successfully configuring an OAI profile, these buttons will get become active, and the user can start harvesting data immediately.

  10. Users can click the “Test configuration” button to test settings and see a response message, as demonstrated on the screen below.

  11. Upon successfully testing settings, click on the “Import now” button to harvest metadata immediately.

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  1. Profile bitstream formats
  2. Check for Required Metadata
  3. Check Links in the Metadata

Users must select a workflow from the dropdown list and click the “Start” button to initiate the curation process.

Access Controls

Step 19: The section allows the user to change access conditions of all the items owned by the collection. Changes may be performed to either all Item metadata or all content (bitstreams).

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Authorizations

Step 19: The Authorizations tab has all the policies defined for the collection. These are in addition to policies created from the “Assign Roles” tab. Key actions available in this tab are explained below.

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  1. Manage Policies – Click the Add button or select policies from the table to create a new policy. Next, click on the Delete selected button for a batch deletion of the policies.
  2. Edit policy and members in a policy – Click the edit button to edit an individual policy or click on the group icon to edit the user group.


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

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