Difference between revisions of "DSpace/C2/Create-Collection-in-DSpace/English"

Latest revision as of 22:22, 29 July 2020

Script : Create Collections

Author : Pankaj Patil

Keywords: Create Collection, Collections, Collection administrator, Collection metadata, DSpace workflow, Item submitter, Item Reviewer, Item submission workflow

Visual Cue	Narration
Slide: Title	Welcome to this spoken tutorial on Create Collections in DSpace.
Slide: Learning Objectives	In this tutorial, we will learn to Create a Collection Edit a Collection Authorize EPerson as Collection administrator
Slide: System requirements	This tutorial is recorded using Ubuntu Linux OS 18.04 DSpace version 6.3 and Firefox web browser However you may use any other web browser of your choice.
Slide: Pre-requisites	To practice this tutorial, you should have Installed DSpace 6.3 on your system. Tomcat service should be running. Have Administrator’s authority in DSpace
Slide: Pre-requisites	Created a Community and Sub-Community If not then please go through the prerequisite tutorials on this website.
Slide: Prerequisites	This tutorial assumes that you have done the immediate previous tutorial assignment in this series. If not, pls do so before proceeding ahead.
Slide : Code files	The metadata used in this tutorial is available in the Code Files link on this tutorial page. Please download and extract the file before practicing.
Slide: Collection in DSpace	Collections are hierarchically located below the Community or Sub-community. Collections are nothing but containers for Items. Items can only be submitted in the Collections. A Collection can be created by a DSpace administrator and Community administrator
Narration only	Now, let us proceed to create a Collection using DSpace administrator authority.
Open Web Browser Address Bar >> localhost:8080	Open a web browser and go to the DSpace interface.
Log in to DSpace with administrator role Email ID: dspace.u1@gmail.com Password : u1pass	Log in to DSpace with an administrator account. I will login with my administrator account.
Only narration	We are now in the admin’s My DSpace page.
Click on Browse tab	Click on the Browse tab in the navigation bar.
Select Communities & Collections	Select Communities & Collections from the drop-down. All Communities and Sub-communities are displayed.
Select Electrical Engineering	Collections can only be created in the Community or Sub-community. Let us select the Sub-community to create a Collection. Under the IITB Digital Library Community, I will select the Electrical Engineering Sub-community.
Point to Community home page	The Community home page of Electrical Engineering is displayed.
Click on Create collection	To create a new Collection, click on the Create Collection button in the Admin Tools section.
Point to Describe the Collection	Describe the Collection page opens. The Workflow for Item submissions in this Collection can be configured in this page.
Point to checkboxes: New Items should be publicly readable Some users will be able to submit to this Collection	The default Workflow for Item submissions is Item Submission without review.
Narration only	But for this demonstration, I will configure Item Submission with the review step.
Point to selected configurations Check the checkbox for The submission workflow will include an accept/reject/edit metadata step	To do so, check the following option- The submission workflow will include an accept or reject or edit metadata step.
Click the Next button	Then, click the Next button at the bottom right corner.
Point to Describe the Collection label	The next step is Describe the Collection. In this step we will submit the Collection’s metadata.
Slide : Collection Metadata	Collections are described using metadata elements.
Slide : Collection Metadata	Basic metadata elements of Collections are, Name Short Description Introductory text Copyright text
Slide : Collection Metadata	Sidebar text License Provenance and Logo
Narration only	Switch back to DSpace.
Point to all fields in the form	Notice that all fields in the form are optional. But, it is recommended to enter at least a Collection Name. Otherwise an untitled Collection will be created.
Show metadata file	For ease of practice, we have provided Collection metadata in a text file. I will use the same for entering the Collection metadata.
Enter Name and Introductory text Name: Articles Introductory text: Article collection contains articles of Electrical Domain.	Enter the Name and Introductory text as shown. I am naming the Collection as Articles. You can use basic HTML tags in the Introductory text field.
Point to Short Description, Copyright text, Sidebar text, License, Provenance	For now, I will leave Short Description, Copyright text, Sidebar text, License and Provenance as empty.
Point to Logo field	Also, I will skip uploading a logo.
Click on the Next button	Then, click on the Next button at the bottom right corner.
Point to Authorization to Submit	We will be redirected to Authorization to Submit page. In this step, we will provide Item submission authority to EPersons and groups.
Click on the 'Select E-people' button	Click on the Select E-people button to choose the EPerson.
Point to Select E-people window	A pop-up window Select E-people opens up.
Click on the Add button	Click on the Add button adjacent to the ID of the respective EPerson. I am adding the user with email id dspace.u5@gmail.com.
Click the Close button in Select E-people popup window	Close the Select E-people pop-up window by clicking on the Close button.
Point to the added user in the EPerson Members field	Immediately the selected user will be added to the authorized EPerson list.
Click on the Close button	If you wish to add more members, then repeat the same steps.
Point to groups text box	Similarly, Groups can also be authorized to submit Items to Collections. For this demonstration, I will skip Group authorization.
Click on the Next button	Then, click on the Next button at the bottom right corner.
Point to Submission Workflow Accept/Reject/Edit Metadata Step	Next step is Submission Workflow Accept/Reject/Edit Metadata Step. In this step, we can authorize EPersons and Groups to review Items.
Narration only	Reviewers are permitted to edit the metadata of incoming submissions. Also, Reviewers can accept or reject submitted Items.
Narration only	To add an EPerson follow the same steps which are used to assign submit authorizations.
Add EPerson to list ID: dspace.u4@gmail.com	I will assign Reviewer authority to the EPerson with email ID dspace.u4@gmail.com.
Click on the Next button	Then, click on the Next button at the bottom right corner.
Point to Edit Collection	We are redirected to the Edit Collection page. This page has the details of the newly created Collection.
Narration only	So, we have now successfully created a Collection. Let us proceed to cross-verify this Collection.
Click on Home tab	To do so, click on the Home tab in the navigation bar.
Click on Browse tab	Now, click on the Browse tab in the navigation bar.
Select Communities & Collections	Select Communities & Collections from the drop-down. The Communities and Collections interface appears.
Point to Articles	Observe that the newly-created Collection - Articles, is displayed under the Sub-community.
Narration only	Now let us proceed to edit the Collection.
Select Articles	Click on the Collection name, to select it for editing.
Point to Collection home page	The Collection home page opens up.
Point to Admin Tools	Next to the Collection home page section, we have Admin Tools. Admin Tools are used for managing the Collection.
click on button Edit	To edit the Collection, click on the Edit button in the Admin Tools section.
Point to Edit collection	Edit Collection page opens, with details of the selected Collection.
Edit fields of collection metadata Introductory text: Article collection contains articles of Electrical Domain. All resources have CC-BY-SA license	Now, edit the fields in the Collection’s metadata form. I have updated Introductory text as shown here.
Click on the Update button	Once the metadata is edited, click on the Update button at the bottom of the page.
Point to updated Introductory text	Observe that Introductory text is now updated.
Narration only	Now, let us proceed to learn how to delete the Collection.
Click the Edit button	To do so, first click the Edit button in Admin Tools.
Click on Delete this Collection button	Then click on the Delete this Collection button, above the Submission Workflow section.
Point to Delete Collection	Immediately, you will be asked to confirm the Delete Collection action.
Narration only	To confirm, click on the Delete button.
Narration only	Once you click the Delete button, the Collection will be deleted.
Click on Cancel button	For this demonstration, I will not delete the Collection. So click on the Cancel button.
Narration only	We are back on the Collection home page.
Narration only	Now, let us proceed to assign a Collection Administrator for our Collection.
Click the Edit button	To do so, click on the Edit button in Admin Tools.
Point to Collection Administrator in the Submission Workflow section.	The Submission Workflow section has settings for the Collection Administrator.
Click on the Create button	Click on the Create button located next to the Collection Administrator.
Point to Edit Group	We will be redirected to the Edit Group page.
Narration only	Notice that this Edit group page is the one which we used earlier to create a Group. That means, DSpace is creating a group of Collection administrators.
Point to Name field	By default DSpace generates the name for the group. But we can provide our own new name to the group of Collection administrators. For this demonstration, I will keep the default name as it is.
Narration only	Collection Administrator roles can be assigned to EPerson and Group members. Now let us select an EPerson to authorize as a Collection administrator.
Narration only	To do so, repeat the same steps which were used to add EPerson as Submitter and Reviewer.
Add user with email ID dspace.u3@gmail.com	I will assign the Collection Administrator role to the EPerson with email id dspace.u3@gmail.com.
Click on Update Group	Once done, click on the Update Group button at the bottom of the page to update the changes.
Narration only	We have now successfully assigned the Collection administrator role to the EPerson.
Narration only	Similarly, Submission workflow can be used to edit Submitter and Reviewer.
Narration only	Let us proceed to cross-verify the newly assigned Collection administrator role.
Click on Content tab in navigation bar	Click on the Content tab in the navigation bar.
Select Communities & Collections	Select Communities & Collections from the drop-down.
Select Articles	Select the Collection. I am selecting Articles.
Show Collection home page	The Collection home page appears.
Click the Edit button	Here, click on the Edit button in Admin Tools.
Click the Edit button next to Collection Administrators	Then click on the Edit button next to Collection Administrators.
Point to EPerson Members field	We can see that the EPerson has been assigned the Collection administrator’s role.
Narration only	Now, the Collection administrator has authority to manage this Collection.
Logout from DSpace	Let us now logout this user from the DSpace interface.
Only Narration	This brings us to the end of this tutorial. Let us summarise.
Slide: Summary	In this tutorial we learnt to : Create a Collection Edit a Collection and Authorize an EPerson as Collection administrator
Slide: Assignment	As an assignment, Create a Collection named Computer Engineering under IITB Archives Community. Assign a Collection administrator to Computer Engineering Collection.
Slide : About Spoken Tutorial project	The video at the following link summarises the Spoken Tutorial project. Please download and watch it.
Slide : Spoken Tutorial workshops	The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us.
Slide: Forums	Please post your timed queries in this Forum.
Slide: Acknowledgement -I	Spoken Tutorial project is funded by MHRD, Government of India.
Slide: Acknowledgement -II	DSpace spoken tutorial series is funded by the National Virtual Library of India, Ministry of Culture, Government of India.
Narration only	This script and video for this tutorial was contributed by Pankaj Patil from IIT Bombay. And this is Nancy Varkey signing off. Thanks for joining.

Contributors and Content Editors

Nancyvarkey, Pankajpatil694

Difference between revisions of "DSpace/C2/Create-Collection-in-DSpace/English"

Latest revision as of 22:22, 29 July 2020

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@@ Line 14: / Line 14: @@
 |-
 || Slide: Learning Objectives
-|| In this tutorial, we will learn to* Create a '''Collection'''
+|| In this tutorial, we will learn to
+* Create a '''Collection'''
 * Edit a '''Collection'''
 * Authorize '''EPerson''' as '''Collection administrator'''
 |-
 || Slide: System requirements
-|| This tutorial is recorded using* '''Ubuntu Linux OS 18.04'''
+|| This tutorial is recorded using
+* '''Ubuntu Linux OS 18.04'''
 * '''DSpace version 6.3 '''and
 * '''Firefox web browser'''
 However you may use any other '''web browser '''of your choice.
 |-
 || Slide: Pre-requisites
-|| To practice this tutorial, you should have* Installed '''DSpace 6.3''' on your system.
+|| To practice this tutorial, you should have
+* Installed '''DSpace 6.3''' on your system.
 * '''Tomcat service''' should be running.
 * Have '''Administrator’s authority''' in '''DSpace'''
 |-
 || Slide: Pre-requisites
-|| * Created''' '''a '''Community '''and''' Sub-Community'''
+||
+* Created''' '''a '''Community '''and''' Sub-Community'''
 * If not then please go through the prerequisite tutorials on this website.
 |-
 || Slide: Prerequisites
-|| * <div style="color:#222222;margin-left:1.27cm;margin-right:0cm;">This tutorial assumes that you have done the immediate previous tutorial assignment in this series.
+||
-* <div style="color:#222222;margin-left:1.27cm;margin-right:0cm;">If not, pls do so before proceeding ahead.
+*This tutorial assumes that you have done the immediate previous tutorial assignment in this series.
+*If not, pls do so before proceeding ahead.
 |-
 || Slide : Code files
-|| * The''' metadata '''used in this tutorial is available in the '''Code Files '''link on this tutorial page.
+||
+* The''' metadata '''used in this tutorial is available in the '''Code Files '''link on this tutorial page.
 * Please download and extract the file before practicing.
 |-
 || Slide: '''Collection''' in '''DSpace'''
-|| * '''Collections '''are hierarchically located below''' '''the '''Community '''or''' Sub-community.'''
+||
+* '''Collections '''are hierarchically located below''' '''the '''Community '''or''' Sub-community.'''
 * '''Collections '''are nothing but containers for '''Items.'''
 * '''Items '''can only be submitted in the '''Collections.'''
 * A '''Collection''' can be created by a '''DSpace administrator''' and '''Community administrator'''
 |-
 || Narration only
@@ Line 69: / Line 58: @@
 |-
 || Open '''Web Browser '''
 Address Bar''' >> localhost:8080'''
 || Open a '''web browser '''and go to the '''DSpace''' interface.
 |-
 || Log in to '''DSpace''' with''' administrator '''role
 '''Email ID: dspace.u1@gmail.com'''
 '''Password : '''u1pass
 || Log in to '''DSpace''' with an''' administrator account'''.
 I will login with my '''administrator account'''.
 |-
 || Only narration
@@ Line 96: / Line 75: @@
 || Select '''Communities & Collections'''
 || Select '''Communities & Collections''' from the drop-down.
 All '''Communities '''and''' Sub-communities '''are displayed.
 |-
 || Select '''Electrical Engineering'''
 || '''Collections '''can only be created in the '''Community '''or '''Sub-community.'''
 Let us select the '''Sub-community '''to create a '''Collection.'''
 Under the '''IITB Digital Library Community''', I will select the '''Electrical Engineering Sub-community. '''
 |-
@@ Line 117: / Line 90: @@
 || Point to''' Describe the Collection'''
 || '''Describe the Collection '''page opens.
 The '''Workflow''' for '''Item submissions '''in this''' Collection''' can be configured in this page.
 |-
 || Point to checkboxes:
 '''New Items should be publicly readable'''
 '''Some users will be able to submit to this Collection'''
 || The default '''Workflow''' for '''Item submissions '''is '''Item Submission without review.'''
@@ Line 132: / Line 101: @@
 |-
 || Point to selected configurations
 Check the checkbox for '''The submission workflow will include an accept/reject/edit metadata step'''
-|| To do so, check the following option.
+|| To do so, check the following option-
+'''The submission workflow will include an accept or reject or edit metadata step'''.
-The '''submission workflow''' will include an accept or reject or edit''' metadata''' step.
 |-
 || Click the '''Next '''button
@@ Line 148: / Line 110: @@
 || Point to '''Describe the Collection '''label
 || The next step is '''Describe the Collection.'''
 In this step we will submit the '''Collection’s metadata'''.
 |-
@@ Line 157: / Line 117: @@
 || Slide : '''Collection Metadata'''
 || Basic '''metadata elements''' of '''Collections '''are,
+* '''Name'''
+* '''Short Description'''
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Name'''
+* '''Introductory text'''
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Short Description'''
+* '''Copyright text'''
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Introductory text'''
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Copyright text'''
 |-
 || Slide : '''Collection Metadata'''
-|| * <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Sidebar text'''
+||
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''License'''
+* '''Sidebar text'''
+* '''License'''
 * '''Provenance '''and
-* <div style="color:#252525;margin-left:1.27cm;margin-right:0cm;">'''Logo'''
+* '''Logo'''
 |-
 || Narration only
@@ Line 179: / Line 134: @@
 || Point to all fields in the form
 || Notice that all fields in the form are optional.
 But, it is recommended to enter at least a '''Collection Name.'''
 Otherwise an untitled '''Collection '''will be created.
 |-
 || Show '''metadata file'''
-|| <span style="background-color:#ffffff;">For ease of practice, we have provided <span style="background-color:#ffffff;">'''Collection'''<span style="background-color:#ffffff;"> <span style="background-color:#ffffff;">'''metadata'''<span style="background-color:#ffffff;"> in a text file.
+|| For ease of practice, we have provided '''Collection''' '''metadata''' in a text file.
+I will use the same for entering the '''Collection metadata.'''
-<span style="background-color:#ffffff;">I will use the same for entering the <span style="background-color:#ffffff;">'''Collection metadata.'''
 |-
 || Enter '''Name''' and '''Introductory text'''
+'''Name: Articles''' <br>
-'''Name: Articles'''
 '''Introductory text:'''
+Article collection contains
+articles of Electrical Domain.
-'''<p> Article collection contains articles of Electrical Domain.</p>'''
 || Enter the '''Name''' and '''Introductory text''' as shown.
 I am naming the '''Collection''' as '''Articles.'''
 You can use basic '''HTML tags '''in the '''Introductory text '''field.
 |-
 || Point to '''Short Description, '''
+'''Copyright text, Sidebar text, License, Provenance'''
-<div style="color:#252525;">'''Copyright text, Sidebar text, License, Provenance'''
 || For now, I will leave '''Short Description, Copyright text, Sidebar text, License '''and''' Provenance '''as empty.
 |-
@@ Line 223: / Line 162: @@
 || Point to '''Authorization to Submit'''
 || We will be redirected to '''Authorization to Submit '''page.
 In this step, we will provide '''Item submission authority''' to '''EPersons''' and '''groups'''.
 |-
@@ Line 235: / Line 172: @@
 || Click on the '''Add '''button
 || Click on the '''Add '''button adjacent to the '''ID''' of the respective '''EPerson.'''
 I am adding the '''user''' with '''email id dspace.u5@gmail.com.'''
 |-
@@ Line 250: / Line 185: @@
 || Point to '''groups''' text box
 || Similarly, '''Groups''' can also be authorized to submit '''Items''' to '''Collections'''.
+For this demonstration, I will skip '''Group authorization'''.
-For this demonstration, I will skip '''Group '''authorization'''.'''
 |-
 || Click on the '''Next '''button
@@ Line 259: / Line 192: @@
 || Point to '''Submission Workflow Accept/Reject/Edit Metadata Step'''
 || Next step is '''Submission Workflow Accept/Reject/Edit Metadata Step'''.
 In this step, we can authorize '''EPersons''' and '''Groups''' to review '''Items'''.
 |-
 || Narration only
 || '''Reviewers '''are permitted to edit the '''metadata''' of incoming '''submissions'''.
 Also, '''Reviewers''' can accept or reject submitted '''Items'''.
 |-
@@ Line 273: / Line 202: @@
 |-
 || Add '''EPerson''' to list
 ID: '''dspace.u4@gmail.com'''
 || I will assign '''Reviewer authority''' to the '''EPerson''' with''' email ID dspace.u4@gmail.com.'''
@@ Line 282: / Line 210: @@
 || Point to '''Edit Collection'''
 || We are redirected to the '''Edit Collection''' page.
 This page has the details of the newly created '''Collection'''.
 |-
 || Narration only
 || So, we have now successfully created a '''Collection'''.
 Let us proceed to cross-verify this '''Collection'''.
 |-
@@ Line 300: / Line 224: @@
 || Select '''Communities & Collections'''
 || Select '''Communities & Collections''' from the drop-down.
 The '''Communities''' '''and''' '''Collections''' interface appears.
 |-
@@ Line 318: / Line 240: @@
 || Point to '''Admin Tools'''
 || Next to the '''Collection home page''' section, we have '''Admin Tools.'''
 '''Admin Tools '''are used for managing the '''Collection.'''
 |-
@@ Line 329: / Line 249: @@
 |-
 || Edit fields of '''collection metadata'''
+'''Introductory text:'''
+Article collection contains
-<div style="color:#252525;">'''Introductory text:'''
+articles of Electrical Domain.
+All resources have CC-BY-SA license
-'''<p> Article collection contains articles of Electrical Domain. All resources have CC-BY-SA license </p>'''
 || Now, edit the fields in the '''Collection’s metadata '''form.
 I have updated '''Introductory text''' as shown here.
 |-
@@ Line 345: / Line 261: @@
 || Point to updated '''Introductory text'''
 || Observe that '''Introductory text '''is now updated.
 |-
 || Narration only
@@ Line 369: / Line 282: @@
 || Click on '''Cancel''' button
 || For this demonstration, I will not delete the '''Collection.'''
 So click on the '''Cancel''' button.
 |-
@@ Line 393: / Line 304: @@
 || Narration only
 || Notice that this '''Edit group '''page is the one which we used earlier to create a '''Group'''.
 That means, '''DSpace '''is creating a '''group''' of '''Collection administrators'''.
 |-
 || Point to '''Name''' field
 || By default '''DSpace''' generates the name for the '''group.'''
 But we can provide our own new name to the''' group '''of''' Collection administrators.'''
+For this demonstration, I will keep the default name as it is.
-<div style="color:#252525;">For this demonstration, I will keep the default name as it is.
 |-
 || Narration only
 || '''Collection Administrator roles '''can be assigned to '''EPerson '''and''' Group members.'''
 Now let us select''' '''an '''EPerson '''to authorize as a '''Collection administrator.'''
 |-
@@ Line 416: / Line 321: @@
 |-
 || Add user with email ID
 '''dspace.u3@gmail.com '''
 || I will assign the '''Collection Administrator '''role to the '''EPerson '''with '''email id dspace.u3@gmail.com.'''
@@ Line 461: / Line 365: @@
 || Only Narration
 || This brings us to the end of this tutorial.
 Let us summarise.
 |-
-|| <span style="background-color:#ffffff;">Slide: Summary
+|| Slide: Summary
+|| In this tutorial we learnt to :
+* Create a '''Collection'''
-|| In this tutorial we learnt to :* Create a '''Collection'''
 * Edit a '''Collection '''and''' '''
-* Authorize an '''EPerson''' as '''Collection’s administrator'''
+* Authorize an '''EPerson''' as '''Collection administrator'''
 |-
 || Slide: Assignment
-|| As an assignment,* <span style="background-color:#ffffff;">Create a <span style="background-color:#ffffff;">'''Collection'''<span style="background-color:#ffffff;"> named <span style="background-color:#ffffff;">'''Computer Engineering '''<span style="background-color:#ffffff;">under<span style="background-color:#ffffff;">''' IITB Archives Community.'''
+|| As an assignment,
-* <span style="background-color:#ffffff;">Assign a <span style="background-color:#ffffff;">'''Collection administrator '''<span style="background-color:#ffffff;">to <span style="background-color:#ffffff;">'''Computer Engineering Collection.'''
+* Create a '''Collection''' named '''Computer Engineering ''' under''' IITB Archives Community.'''
+* Assign a '''Collection administrator ''' to '''Computer Engineering Collection.'''
 |-
 || Slide : About Spoken Tutorial project
 || The video at the following link summarises the '''Spoken Tutorial project.'''
 Please download and watch it.
 |-
 || Slide : Spoken Tutorial workshops
 || The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.
 For more details, please write to us.
-|- style="background-color:#ffffff;border:1pt solid #000000;padding:0.176cm;"
+|-
 || Slide: Forums
 || Please post your timed queries in this Forum.
@@ Line 503: / Line 393: @@
 |-
 || Slide: Acknowledgement -II
 || '''DSpace spoken tutorial''' series is funded by the National Virtual Library of India, Ministry of Culture, Government of India.
 |-
 || Narration only
 || This script and video for this tutorial was contributed by '''Pankaj Patil''' from''' IIT Bombay.'''
 And this is '''Nancy Varkey '''signing off. Thanks for joining.
 |-
 |}