View
247
Download
0
Category
Preview:
Citation preview
Configuration GuideVersion 3.4
CopyrightExLibrisLimited,2012.Allrightsreserved.Documentreleased:August2012
Webaddress:http://www.exlibrisgroup.com
CONFIDENTIAL INFORMATIONTheinformationhereinisthepropertyofExLibrisLtd.oritsaffiliatesandanymisuseorabusewillresultineconomicloss.DONOTCOPYUNLESSYOUHAVEBEENGIVENSPECIFICWRITTENAUTHORIZATIONFROMEXLIBRISLTD.ThisdocumentisprovidedforlimitedandrestrictedpurposesinaccordancewithabindingcontractwithExLibrisLtd.oranaffiliate.Theinformationhereinincludestradesecretsandisconfidential.
DISCLAIMER
Theinformationinthisdocumentwillbesubjecttoperiodicchangeandupdating.Pleaseconfirmthatyouhavethemostcurrentdocumentation.Therearenowarrantiesofanykind,expressorimplied,providedinthisdocumentation,otherthanthoseexpresslyagreeduponintheapplicableExLibriscontract.ThisinformationisprovidedASIS.Unlessotherwiseagreed,ExLibrisshallnotbeliableforanydamagesforuseofthisdocument,including,withoutlimitation,consequential,punitive,indirectordirectdamages.Anyreferencesinthisdocumenttothirdpartymaterial(includingthirdpartyWebsites)areprovidedforconvenienceonlyanddonotinanymannerserveasanendorsementofthatthirdpartymaterialorthoseWebsites.ThethirdpartymaterialsarenotpartofthematerialsforthisExLibrisproductandExLibrishasnoliabilityforsuchmaterials.
TRADEMARKS
ExLibris,theExLibrisbridge,Primo,Aleph,Alephino,Voyager,SFX,MetaLib,Verde,DigiTool,Preservation,URM,Voyager,ENCompass,EndeavoreZConnect,WebVoyage,CitationServer,LinkFinderandLinkFinderPlus,andothermarksaretrademarksorregisteredtrademarksofExLibrisLtd.oritsaffiliates.TheabsenceofanameorlogointhislistdoesnotconstituteawaiverofanyandallintellectualpropertyrightsthatExLibrisLtd.oritsaffiliateshaveestablishedinanyofitsproducts,features,orservicenamesorlogos.Trademarksofvariousthirdpartyproducts,whichmayincludethefollowing,arereferencedinthisdocumentation.ExLibrisdoesnotclaimanyrightsinthesetrademarks.UseofthesemarksdoesnotimplyendorsementbyExLibrisofthesethirdpartyproducts,orendorsementbythesethirdpartiesofExLibrisproducts.OracleisaregisteredtrademarkofOracleCorporation.UNIXisaregisteredtrademarkintheUnitedStatesandothercountries,licensedexclusivelythroughX/OpenCompanyLtd.Microsoft,theMicrosoftlogo,MS,MSDOS,MicrosoftPowerPoint,VisualBasic,VisualC++,Win32,MicrosoftWindows,theWindowslogo,MicrosoftNotepad,MicrosoftWindowsExplorer,MicrosoftInternetExplorer,andWindowsNTareregisteredtrademarksandActiveXisatrademarkoftheMicrosoftCorporationintheUnitedStatesand/orothercountries.UnicodeandtheUnicodelogoareregisteredtrademarksofUnicode,Inc.GoogleisaregisteredtrademarkofGoogle,Inc.
http://www.exlibrisgroup.com
Table of Contents
3
UpdatestoThisGuide .......................................................................................................25
Part I Introduction to This GuideChapter1 IntroductiontotheConfigurationGuide ...........................................29
DocumentationConventions .................................................................. 29
ContentandScope.................................................................................... 29
PartsofThisGuide.................................................................................29
CommonInterfaceFeaturesAcrossWebClients ................................ 30
RightHeaderControls ...........................................................................30LeftHeaderNavigation ..........................................................................31
Part II Configuration File ManagementChapter2 ManagingConfigurationFiles ..............................................................35
Introduction...............................................................................................35
AccessingYourConfigurationFiles ...................................................... 36
FilteringtheFilesList............................................................................... 38
ChoosingFiles ........................................................................................... 38
ModifyingConfigurationFiles ............................................................... 39
ActivatingConfigurationChanges ........................................................ 39
Part III User ManagementChapter3 UserManagement ....................................................................................45
StaffUsers ..................................................................................................45
StaffUserDefinitionsforManagingotherStaffUsers .........................46ManagingStaffUsers ............................................................................47
StaffPrivileges/AccessRights ................................................................. 50
UsersAccessRights ..............................................................................50ManagingStaffAccessRights ...............................................................52StaffAdministratorsSystemAdministratorFunctions .....................52
Patrons........................................................................................................53
Patronregistration .................................................................................54ManagementofPatrons .........................................................................55
Configuration Guide
4
WebProfiles .............................................................................................. 60
PatronProfileInformationform ............................................................ 61ResourceDiscoveryPreferences............................................................ 64
DepositorsandDepositProfiles............................................................. 65
DepositRegistration .............................................................................. 65SetupforPDSDepositorAuthentication .............................................. 66ManualAssigningofProfiles ................................................................ 69
ApproversandApproverProfiles ......................................................... 73
Approvers .............................................................................................. 73Staff(Approver)ProfileRecord ............................................................. 75
StaffPrivilegeList..................................................................................... 75
ForSystemAdministratorsOnly .......................................................... 75FullListofStaffPrivileges..................................................................... 76
Part IV Deposit ConfigurationChapter4 DepositWorkflows ................................................................................ 83
ContentandScope.................................................................................... 83
Workflows............................................................................................... 83DepositLifecycle..................................................................................... 84LoggingontotheManagementInterface .............................................. 84
FastTrackDepositConfiguration.......................................................... 85
AnonymousFastTrack .......................................................................... 85AuthorizedLoginFastTrack ................................................................. 86LDAPSetup ........................................................................................... 86FastTrackParameters/repository_configuration.xml........................... 87SystemGeneratedURL ......................................................................... 87
MaterialTypeWorkflows ....................................................................... 88
AddingaWorkflow/MaterialType ........................................................ 88
DescriptiveMetadataForms................................................................... 89
CreatingMetadataForms ...................................................................... 90ConfiguringMetadataForms ................................................................ 92ChoosingaDescriptiveMetadataFormforaWorkflow ....................... 93
CopyrightandAccessRights.................................................................. 94
CreatingCopyrightFiles........................................................................ 94CreatingAccessRightsRoutines........................................................... 94ChoosingCopyrightandAccessRightsforaWorkflow ........................ 96
5
SubmissionFormats ................................................................................. 97
DefiningSubmissionFormats ...............................................................98ChoosingaSubmissionFormatforaWorkflow...................................100PostApproval.......................................................................................101
UpdatingandDeletingWorkflows...................................................... 101
Chapter5 UserManagement,Groups,andProfiles ..........................................103
DepositGroups ....................................................................................... 103
StaffProfiles............................................................................................. 105
Add,Edit,orDeleteaStaffApproverProfile ......................................106DepositorProfiles .................................................................................106Add,Edit,orDeleteaDepositorProfile ..............................................107DepositUserManagement ..................................................................107ViewDepositorDetails.........................................................................107Assign,Edit,orDeleteaProfile...........................................................108
Chapter6 DepositorEmailsandReports ...........................................................109
Email........................................................................................................ 109
AlteringtheEmailNotificationText..............................................110ExampleofAlteredEmailNotification ...............................................111
Reports ..................................................................................................... 112
TrackingReportsServerSide............................................................. 113
Part V Handle Persistent IdentifiersChapter7 HandleNetIntegration.........................................................................119
HandlesandtheHandleSystem.......................................................... 119
HandlesinDigiTool ............................................................................... 119
GeneralConfiguration ........................................................................... 120
pi_profiles_rules.xml ...........................................................................120pi_publisher_rules.xml.........................................................................123handleConfig.properties .......................................................................127hdltool.ini .............................................................................................128repository_replication.xml ...................................................................129
Chapter8 UsingHandlePersistentIdentifiers...................................................131
GeneratingaHandlePIwithinDigiTool ............................................ 131
GlobalHandleCreationManagementModule..................................131CreateURNMeditorModule ...........................................................132
Configuration Guide
6
PublishingaHandlePIWithinDigiTool ............................................ 133
PublishPersistentIdentifierManagementModule .......................... 134
Workflow:SettingUpHandlewithDigiTool .................................... 136
ResolvingHandlesLocally.................................................................... 137
ConfigurationforUseinaConsortialFramework............................ 137
pi_profiles_rules.xml............................................................................ 138pi_publisher_rules.xml......................................................................... 139
Part VI Ingest ConfigurationChapter9 IngestGettingStarted........................................................................ 143
IngestinDigiTool ................................................................................... 143
ContentandScope.................................................................................. 144
LoggingOn.............................................................................................. 144
Chapter10 IngestActivity ........................................................................................ 147
PreTransformers(ForDepositOnly).................................................. 147
GeneralPreTransformer ..................................................................... 148METSPreTransformer ....................................................................... 148
Acquiring ................................................................................................. 148
RecurringIngests................................................................................. 148ServerAcquire(NetworkFileSystem) ................................................ 148EMailAcquire.................................................................................... 149
Transformers ........................................................................................... 151
FileStream(s)thatWillbeLoadedwithNoRelationships .................. 151CommaSeparatedValue(.csv)File...................................................... 151FileStream(s)thatWillBecomePartofOneParentRecord............... 152MARCXMLFileandAssociatedFileStream(s) ............................... 152DublinCoreXMLFileandAssociatedFileStream(s) ........................ 152MODSXMLFileandAssociatedFileStream(s)................................ 153METSXMLFileandAssociatedFileStream(s) ................................. 153FileStreamsLoadedwithManifestationRelationships....................... 153ExportedDigiToolRepositoryElementsforIngest/ReIngest ............ 153FileStreamsUtilizingtheDigiToolFileNameConvention ............... 154
AutoRollback.......................................................................................... 154
7
Tasks ......................................................................................................... 155
TechnicalMetadataExtraction ............................................................155AddMetadata.......................................................................................157ControlSectionAttributeAssignment ................................................157FullTextExtraction .............................................................................157AddHistoryEvent ...............................................................................157TifftoJPEG2000Converter .................................................................158RemoteStreamDownload....................................................................158ThumbnailCreation .............................................................................158PremisMetadataCreationwithPI ......................................................158
Chapter11 IngestConfiguration .............................................................................159
DigitalEntityTemplates ....................................................................... 159
General ................................................................................................159MARC ..................................................................................................161DublinCore ..........................................................................................163MODS..................................................................................................164
ProcessingInstructions .......................................................................... 165
....................................................................165 ...........................................................................................165MARCConvertingRules .................................................................166DublinCoreConvertingRules .........................................................168MODSConvertingRules .................................................................169
ChangestoTasks ................................................................................... 171
PluggingInNewTasks.......................................................................... 173
Folders ...................................................................................................... 174
Foldersview..........................................................................................174Folderscleanup.....................................................................................175
PostDepositIngest................................................................................. 176
Part VII Delivery ConfigurationChapter12 DeliveryComponents,Workflow,andInterface ............................181
DeliveryModuleInterfaces................................................................... 181
EndUserInterface................................................................................181ManagementInterface..........................................................................182
Workflow ................................................................................................. 182
Configuration Guide
8
EndUserInterfaceURLsandCustomization .................................... 183
DeliverySystemURLSyntax.............................................................. 183ConfigurationfortheEndUserInterface ............................................ 185
Chapter13 DeliveryManagementInterface ......................................................... 189
LoggingOntotheManagementModule............................................ 189
DeliveryRules......................................................................................... 190
DeliveryRuleAttributes........................................................................ 191
GeneralAttributes ............................................................................... 192RequestAttributes ............................................................................... 192DigitalEntity(Object)Attributes ....................................................... 193
ViewerPreprocessors............................................................................. 194
SimpleViewerPreprocessor ................................................................ 194J2KViewerPreprocessor ..................................................................... 194JpegViewerPreprocessor .................................................................... 194NMETSViewerPreprocessor ............................................................. 195ALTOViewerPreprocessor ................................................................. 195SidViewerPreprocessor...................................................................... 195DefaultViewerPreprocessor ............................................................... 195TextCGIViewerPreprocessor .............................................................. 195XSLViewerPreprocessor.................................................................... 195MessageViewerPreprocessor .............................................................. 195WebarchiveViewerPreprocessor ......................................................... 196ResourceDiscoveryViewerPreprocessor ............................................ 196DirectStreamViewerPreprocessor ...................................................... 196PDFCGIViewerPreprocessor ............................................................ 196
Viewers..................................................................................................... 196
SimpleViewer ..................................................................................... 197J2KViewer........................................................................................... 199JpegNavViewer................................................................................... 201METSViewer....................................................................................... 203SidViewer ............................................................................................ 207TextCGIViewer ................................................................................... 207XSLViewer ......................................................................................... 209MessageViewer.................................................................................... 210WebarchiveViewer.............................................................................. 211PDFCGIViewer .................................................................................. 212AdditionalDefaultViewer .................................................................. 213
9
Chapter14 AccessRightsandCopyrights .............................................................215
AccessRightsRules ................................................................................ 215
AccessRightsMetadataSyntax...........................................................216AccessRightsKeys...............................................................................222
CreatingRightsforDepositedMaterial .............................................. 224
CreatingCopyrightandAccessRightsDefinitions.............................224
AssigningRightsfromWebIngest ...................................................... 226
AssigningRightsfromtheMeditor ..................................................... 228
CreatingNewAccessRightsMetadata ...............................................228OpeninganExistingTemplate ............................................................229InsertingMetadataFromYourLocalDrive ........................................229
EditingAccessRightsMetadata ........................................................... 230
AccessRightsForm ..............................................................................230AccessRightsxmlgridEditor .............................................................232
AccessRightsCheckfortheDigitalEntity ......................................... 234
DefaultSystemBehavior......................................................................234AccessRightsChecker..........................................................................235CustomAccessRightsChecker ............................................................237CheckResult .........................................................................................238
CopyrightCheckfortheDigitalEntity ............................................... 239
CopyrightsText....................................................................................241SettingtheCopyrightsOptions ...........................................................241
Chapter15 UsingMETSFormat ..............................................................................243
Overview.................................................................................................. 243
DigiToolMETSProfile ........................................................................... 244
METSschemaversion..........................................................................245MetadataSupport.................................................................................245ValidvaluesfortheUseattribute.........................................................247FileGroups ...........................................................................................248Linkingtoexternalfiles........................................................................249LinkingaFiletoMetadata ..................................................................250CreatingthestructMap........................................................................250
METSTransformation/Decomposition................................................ 251
TheTransformationProcess.................................................................252
Configuration Guide
10
METSDelivery........................................................................................ 253
MetsViewerPreProcessor ..................................................................... 253METSViewer....................................................................................... 253
ComplexEntityvs.METSEntity.......................................................... 257
ComplexCache ..................................................................................... 257
CreatingMETSDocumentsfromNonMETSInput ......................... 257
ParentRecordTransformer.................................................................. 258FileNameConventionTransformer .................................................... 258
Chapter16 METSProfileandExamples ................................................................ 259
ExLibrisMETSProfile.......................................................................... 259
AMETSExampleConformingtotheExLibrisMETSProfile......... 259
Part VIII Repository Replication and OAIChapter17 RepositoryReplication ......................................................................... 267
AboutRepositoryReplication .............................................................. 267
DefiningRepositoryReplications ........................................................ 267
Replication............................................................................................ 268Set......................................................................................................... 268Targets.................................................................................................. 273Scheduling............................................................................................ 281ReplicationMaintenanceJob ............................................................... 283
ReplicationManagementFiles ............................................................. 283
Logs ...................................................................................................... 283Timestamps .......................................................................................... 284Recovery ............................................................................................... 284
Chapter18 OpenArchivesInitiative(OAI) .......................................................... 285
AboutOAI ............................................................................................... 285
OAIPMH ............................................................................................ 285
OAIDataProvider ................................................................................. 286
OAIDataProviderConfiguration ....................................................... 286
oaipubconf.xml ..................................................................................... 286Sampleoaipubconf.xmlFile ................................................................. 288
11
ProtocolRequestsandResponses ........................................................ 288
GetRecord .............................................................................................289Identify .................................................................................................290ListIdentifiers .......................................................................................291ListMetadataFormats ...........................................................................294ListSets .................................................................................................295
HowtoRuntheOAIDataProvider .................................................... 296
OAIHarvester ......................................................................................... 296
RunningOAIHarvester ......................................................................297PostOAIHarvest.................................................................................298
Chapter19 CombiningRepositoryReplicationandOAI...................................299
BackgroundandPreparation................................................................ 301
CreatingaSet........................................................................................... 301
ConfiguringTargets ............................................................................... 302
SchedulingtheReplicationJob ............................................................. 303
Chapter20 PublishingDigitalEntitiesviaGoogleScholar...............................307
Overview.................................................................................................. 307
RequirementstoEnablePublishingviaGoogleScholar................... 307
ProperCataloging................................................................................... 308
MetaTags................................................................................................. 309
MetadataMetaTags ............................................................................309FullTextMetaTags.............................................................................310
GoogleScholarReplicationParameters .............................................. 310
HandlingtheCrawlers...........................................................................311
DeliveryRuleForDirectLinkFullText .............................................. 312
Part IX Meditor ConfigurationChapter21 IntroductiontoMeditor ........................................................................315
ContentandScope.................................................................................. 315
IntendedAudience ................................................................................. 315
GettingStarted ........................................................................................ 316
MeditorInstallation................................................................................ 316
UsefulSetupfiles..................................................................................317FixingInstallationErrors ....................................................................318
Configuration Guide
12
UserInterface .......................................................................................... 318
Chapter22 ClientSetupFiles................................................................................... 319
MeditoriniFiles...................................................................................... 319
Common.iniSettings ........................................................................... 320[SearchFind] ......................................................................................... 327[PrintDaemon] ..................................................................................... 328[External] ............................................................................................. 328[Package] .............................................................................................. 330[PrintExecute] ...................................................................................... 331[ATabControl] ...................................................................................... 331[PlainTextPrintout] ............................................................................. 331[ListBoxPrintout]................................................................................. 332Meditor.iniSettings ............................................................................. 332Font.iniSettings.................................................................................. 338Library.iniSettings .............................................................................. 340Print.iniSettings ................................................................................ 340
LanguageSetup ...................................................................................... 343
SettinguptheShortcutkeys ................................................................. 343
SettinguptheformprintmethodTagin.trnfiles ............................ 344
ImportingUpdatedTables ................................................................... 345
FloatingKeyboard .................................................................................. 346
Keyboard.ini ......................................................................................... 346Keyboard.txt ......................................................................................... 348Font.ini ................................................................................................. 350
Chapter23 GeneralServerSideSettings .............................................................. 351
DateFormat ............................................................................................ 351
WithSeparator ..................................................................................... 352WithoutSeparator................................................................................ 352DateRange .......................................................................................... 353
TimeFormat ........................................................................................... 353
LogsandReports .................................................................................... 354
TransactionsLog ................................................................................. 354FormInformationDisplay ................................................................... 354StatisticAnalysisofServerUse........................................................... 354ProductivityReports ............................................................................ 355
BatchQueue ........................................................................................... 355
13
MeditorServices ..................................................................................... 355
SystemErrorsandMessages................................................................. 356
StaffPrivileges......................................................................................... 356
Passwords .............................................................................................356DefaultPassword .................................................................................356EnteringPasswords .............................................................................357Timeouts ...............................................................................................357LockPeriods.........................................................................................357FunctionsandSubfunctions ................................................................357DropdownMenus ...............................................................................358
ColumnHeadings................................................................................... 359
pc_tab_col.lng.......................................................................................359pc_tab_col.lngandtab_col.dat .............................................................359
CombiningDiacritics ............................................................................ 360
ObjectServices ........................................................................................ 361
Chapter24 MetadataServerSideSettings ...........................................................363
MetadataDefinitionsLocations ......................................................... 363
ConfigurationFiles ................................................................................. 364
md_conf.xml .........................................................................................364md_util_conf.xml .................................................................................365editor_conf.xmlfile ...............................................................................366new_md.xml .........................................................................................368
MetadataTemplateFiles........................................................................ 368
CreatingLocalTemplates .....................................................................368CreatingUnitdependentTemplates....................................................369
MetadataSnippetFiles........................................................................... 372
UpdatingtheTablesPackage................................................................ 372
TagInformationFiles ............................................................................. 374
CheckRoutines ...................................................................................... 375
ForbiddenErrorsandTriggers ............................................................ 377
AllowedandDeniedTags..................................................................... 378
LockingMetadataRecords.................................................................... 379
LockingPeriodforLockedMetadataRecords ......................................379LockStatusMessage ............................................................................379
Configuration Guide
14
Chapter25 AddingaNewXMLMetadataSchema ............................................. 381
NewMetadataScript ............................................................................. 381
RunningtheScript .............................................................................. 381ViewingtheLogFile ............................................................................ 382
RootDirectoryforMetadata($unit/md)............................................. 382
MetadataConfigurationFilemd_conf.xml....................................... 382MetadataUtilityConfigurationFilemd_util_conf.xml................... 383
MetadataSpecificDirectory............................................................. 383
EditorConfigurationFileeditor_conf.xml ....................................... 384NewMetadatanew_md.xml.............................................................. 385
TagsInformationDirectory................................................................... 385
Java/RepositoryConfiguration............................................................. 385
RepositoryConfigurationFile............................................................. 386RepositoryIndexingSchema ............................................................... 386
SiloConfiguration .................................................................................. 388
SiloHarvestingSchema ....................................................................... 388
Chapter26 AddANewDublinCoreField ........................................................... 389
Introduction............................................................................................. 389
Purpose ................................................................................................... 389
ProductwideImpact ............................................................................. 390
AddingaNewDublinCoreField........................................................ 390
EditingorDeletinganExistingDublinCoreField............................ 396
Chapter27 SettingupMARCConfigurationFiles.............................................. 399
MetadataFormats................................................................................... 399
ValidFields.............................................................................................. 400
CodesTableSample.............................................................................. 401KeytoCodesTable ............................................................................... 401
Forms....................................................................................................... 402
SampleForm#1.................................................................................... 403SampleForm#2.................................................................................... 403KeytoForm .......................................................................................... 404VisualTextDefinitions(UpperandLowerSections).......................... 405InputFieldsDefinitions(UpperSection) ............................................ 406UpperSectionAdditionalInformation .............................................. 408AdditionalValuesSection .................................................................... 409
15
RecordandFieldDefaults ..................................................................... 410
RecordLengthLimits ..........................................................................410NewMARCMetadataRecords ..........................................................410ValuesforFixedFields .........................................................................411DefiningSubfields ................................................................................411
TagInformation ...................................................................................... 412
BrowseHeadingsofExternalDatabase .............................................. 415
KeytoTable ..........................................................................................415
CheckField .............................................................................................. 416
ALSection ............................................................................................416KeytotheALSection ..........................................................................416Dsection..............................................................................................418
FixRecord ................................................................................................ 419
tab_fix ...................................................................................................419Keytothetab_fixTable: .......................................................................420fix_doc.lng ............................................................................................421Keytothefix_doc.lngtable: .................................................................421
ValidationofaFieldsContents ........................................................... 422
FieldOccurrencesandDependencies.................................................. 423
CheckingRoutines.................................................................................. 425
CheckRecord .......................................................................................425FixedlengthFields ...............................................................................427
ValidationMessages............................................................................... 431
Tabledependent....................................................................................431Systemdriven ......................................................................................431
Configuration Guide
16
Chapter28 AvailableFixProgramsforMeditorConfiguration ....................... 433
fix_doc_001 .......................................................................................... 433fix_doc_001_prefix_sysno .................................................................... 433fix_doc_001_sysno ............................................................................... 434fix_doc_001_sysno_inv ........................................................................ 434fix_doc_005 .......................................................................................... 434fix_doc_char_conv_z ............................................................................ 434fix_doc_create_035 ............................................................................... 435fix_doc_create_035_1 ........................................................................... 435fix_doc_create_066 ............................................................................... 435fix_doc_create_fmt ............................................................................... 435fix_doc_delete_empty ........................................................................... 435fix_doc_field_lower/fix_doc_field_upper ........................................... 436fix_doc_do_file_08................................................................................ 436fix_doc_fixed_fields .............................................................................. 436fix_doc_ldr_05_d.................................................................................. 437fix_doc_ldr_sta_delete.......................................................................... 437fix_doc_marc21_spaces ........................................................................ 437fix_doc_non_filing_ind ........................................................................ 437fix_doc_punctuation_usm.................................................................... 437fix_doc_sort .......................................................................................... 438fix_doc_space_char............................................................................... 438fix_doc_tab04_(0199) ......................................................................... 439fix_doc_tag_008 ................................................................................... 439fix_doc_tag_008_open_date ................................................................. 439fix_doc_usm_001 ................................................................................. 439fix_doc_usm_222 ................................................................................. 439fix_doc_zero_ldr_00_04 ....................................................................... 439expand_doc_fix_abbreviation............................................................... 440expand_doc_type .................................................................................. 440tab_fix.xml ........................................................................................... 440
Part X Resource DiscoveryChapter29 ResourceDiscoveryConceptsandDesign ....................................... 443
InterfaceDesign ...................................................................................... 443
Design .................................................................................................. 443MainComponents................................................................................ 444
17
OrientingtheUser .................................................................................. 444
Toolbar..................................................................................................444EnteringResourceDiscovery...............................................................445
SearchinginDigiTool............................................................................. 447
SimpleSearch .......................................................................................447AdvancedSearch ..................................................................................447SearchResults ......................................................................................456RefineaSearch .....................................................................................459PreviousSearches .................................................................................459
ObjectViewingandDelivery................................................................ 460
StandardDigiToolViewers ..................................................................460ViewingObjects ...................................................................................460ObjectDownload..................................................................................461
MySpace .................................................................................................. 463
eShelf ...................................................................................................463MySearchHistory ...............................................................................464Preferences............................................................................................464
OracleRankAlgorithm:DigiToolResultsRelevance ....................... 464
Chapter30 GlobalConfiguration............................................................................465
SettingUptheSystem ........................................................................... 465
SearchBases............................................................................................ 469
Definition .............................................................................................469ConfigurationSiloBases ...................................................................471ConfigurationVirtualBases .............................................................471
MediaTypes ............................................................................................ 472
Definition .............................................................................................472Configuration .......................................................................................472
eShelf ...................................................................................................... 473
Definition .............................................................................................473GeneralConfiguration .........................................................................474PersonalCollection..............................................................................476
Configuration Guide
18
Chapter31 SiloConfiguration ................................................................................. 477
Harvesting ............................................................................................... 477
Configuration ....................................................................................... 478HarvestingSchemaDataNormalization .......................................... 481SuppressionofChildObjectsfromHarvest/Search............................. 483ChildObjectExceptions....................................................................... 483name = status value= UNSUPPRESSED ............484Runningp_harvest_02service ............................................................ 484
Indexing ................................................................................................... 485
DefiningWordBreakingRoutinestab_word_breaking ................... 485SettingUpSiloIndexes........................................................................ 485IndexingServices ................................................................................. 487Runningp_manage_91........................................................................ 487FullTextIndexingFormattedDocument........................................... 488
GeneralSiloConfiguration ................................................................... 489
SearchSelectCollection .................................................................... 489Sort ....................................................................................................... 491SearchResultViews ............................................................................. 493RemovingTagRepetition..................................................................... 496
CombiningFieldsintoOneParagraph................................................ 497
Enabling/DisablingRank..................................................................... 497DisplayingIdentifierLinks .................................................................. 498URLLinkinMetadata ......................................................................... 499RelevantResourceDiscoveryTables.................................................... 501
MultipleSilos .......................................................................................... 503
CreatinganAdditionalSilo ................................................................. 504Harvesting............................................................................................ 505DeletingofObsoleteSilo ...................................................................... 506
Part XI UI CustomizationChapter32 HTMLConfiguration............................................................................ 511
TheDigiToolWebApplication............................................................ 511
BrowserSupportinDigiTool3............................................................ 511SupportedCustomization .................................................................... 512
DigiToolHTMLPageStructure ........................................................... 512
ContentsofTemplateFiles.................................................................... 513
19
ElementsinaDigiToolHTMLPage .................................................... 514
MetaTags............................................................................................514StyleClasses:rd.css..............................................................................515SharedCode:IncludeFiles ...................................................................515JavaScriptCode ....................................................................................516PlaceholdersandEnvironmentVariables ............................................516
RulesforHTMLWritingandCustomization..................................... 516
GeneralRules .......................................................................................516
RemovingaModule ............................................................................... 517
UsingtheCascadingStyleSheets(CSS)File....................................... 518
TheCSSFileComponents....................................................................518TheCSSFileSyntax ............................................................................518WorkingwiththeCSSFile ..................................................................519
GeneralGuidelinesforEditingHTML................................................ 520
UsingTables.........................................................................................520CreatingLinkstoPagesExternaltoDigiTool .....................................520UsingImages........................................................................................521UsingForms.........................................................................................521
CustomizingHTMLPerAdministrativeUnit.................................... 522
DateFormat ............................................................................................. 522
Forms........................................................................................................ 522
StructureoftheForms .........................................................................523
SFXSetupinDigiTool ............................................................................ 524
LinktoSFXServerandInstance .........................................................524SFXmapping .......................................................................................524SFXButtons.........................................................................................525
CharacterSetforSaved/SentRecords.................................................. 525
Chapter33 InternationalizationTranslatingtheDigiToolInterfaces ...........527
DigiToolTranslationBasics................................................................... 527
ListofLanguageCustomizableInterfaces............................................528
AddNewLanguageScript.................................................................... 528
Configuration Guide
20
TranslatableTextStrings ....................................................................... 529
StaticTextStrings ............................................................................... 529DynamicTextStrings......................................................................... 529ErrorMessages.................................................................................... 529Images.................................................................................................. 530UserDataEntry.................................................................................. 530Date ..................................................................................................... 530
DetectingtheUserLocale...................................................................... 531
AutomaticLanguageHTTPHeaderDetection .................................. 531InteractiveSelectedbytheUser......................................................... 531UserProfile ......................................................................................... 531
ResourceDiscoveryLanguageCustomization .................................. 531
NewLanguageFilesandTables........................................................... 532TranslatingGeneralResourceDiscoveryDisplay.............................. 532TranslateIndexNames:tab00.lng ....................................................... 533ImageFiles............................................................................................ 535Forms.................................................................................................... 535DigiToolUserMessages ...................................................................... 535DeterminingtheUserInterfaceLanguage .......................................... 535LanguageofResourceDiscoveryRecords............................................ 536PDSErrorMessageTranslation........................................................ 538
Deposit,Approver,Ingest,andCollectionTranslation .................... 539
JavaTextualStringTranslationResourceBundles .......................... 539MessageKeySyntaxandRules ........................................................... 541UTF8ResourceBundlesandConversiontoASCII .......................... 541DefiningSupportedModuleLanguagesByModule ........................... 542ActivatingtheJavaTranslations ......................................................... 543
MeditorTranslation ............................................................................... 543
ClientSideTranslation ...................................................................... 543ServerSideMeditorFileTranslations................................................. 544
DeleteLanguageScript.......................................................................... 545
Chapter34 ADMSpecificJavaBasedWebModules ......................................... 547
Basics ........................................................................................................ 547
FirstPrinciples ..................................................................................... 547
ModificationofStyleSheetsandBanner ............................................ 548
TheOverwritesDirectory .................................................................... 548ActivatingtheOverwriteMechanism ................................................. 549
21
Part XII Configuring Remote Search Tools and DatabasesChapter35 UniversalGateway ................................................................................553
Workflows ............................................................................................... 553
DigiToolMeditorSearchWorkflow .....................................................553DigiToolMeditorBrowseHeadingsWorkflow....................................553UniversalGatewayWorkflow ..............................................................554
UniversalGatewayCollections ............................................................ 554
UniversalGatewayConfiguration ....................................................... 554
GeneralSettings ...................................................................................555Transformations ...................................................................................558
ExampleofaTargetConfiguration...................................................... 561
TestCollectionConfiguration............................................................... 561
Configuration Guide
22
TermTransformationRoutines ............................................................ 563
Transformationnumber:1 ................................................................... 563Transformationnumber:2 ................................................................... 564Transformationnumber:3 ................................................................... 564Transformationnumber:4 ................................................................... 564Transformationnumber:5 ................................................................... 564Transformationnumber:6 ................................................................... 564Transformationnumber:7 ................................................................... 565Transformationnumber:8 ................................................................... 565Transformationnumber:9 ................................................................... 565Transformationnumber:10 ................................................................. 565Transformationnumber:11 ................................................................. 565Transformationnumber:12 ................................................................. 566Transformationnumber:13 ................................................................. 566Transformationnumber:14 ................................................................. 566Transformationnumber:15 ................................................................. 566Transformationnumber:16 ................................................................. 567Transformationnumber:17 ................................................................. 567Transformationnumber:18 ................................................................. 567Transformationnumber:19 ................................................................. 567Transformationnumber:20 ................................................................. 567Transformationnumber:21 ................................................................. 568Transformationnumber:22 ................................................................. 568Transformationnumber:23 ................................................................. 568Transformationnumber:24 ................................................................. 568Transformationnumber:25 ................................................................. 569Transformationnumber:26 ................................................................. 569Transformationnumber:27 ................................................................. 569
Chapter36 z39_server .............................................................................................. 571
OverviewofServices.............................................................................. 571
InitService ........................................................................................... 571SearchService....................................................................................... 572SortService .......................................................................................... 572PresentService ..................................................................................... 572
Z39.50ServerServices............................................................................ 572
SearchService...................................................................................... 572PresentService ..................................................................................... 574
23
Z39ServerConfiguration ...................................................................... 575
z39server.conf......................................................................................576z39server_.conf .........................................................................576z39server_elements .............................................................................579
UserAuthentication ............................................................................... 579
Runningz39Server ................................................................................ 580
DefiningaNewBaseforz39Server..................................................... 581
CheckingNewBases .............................................................................. 581
Chapter37 z39_gate ..................................................................................................583
OverviewofServices.............................................................................. 583
InitService ...........................................................................................584SearchService.......................................................................................584SortService...........................................................................................584PresentService .....................................................................................584ScanService..........................................................................................585
z39_gateConfiguration.......................................................................... 585
z39_gate.confContents ........................................................................585z39_gate_.confContents.........................................................586
Runningz39_gate ................................................................................... 590
DefiningaNewTargetforz39_gate .................................................... 591
CheckingNewTargets........................................................................... 591
Part XIII AppendicesAppendixA HTMLFileList .......................................................................................595
AppendixB digital_entity.xsd....................................................................................603
Part XIV Glossary and IndexGlossary ....................................................................................................................615
Index ....................................................................................................................625
Configuration Guide
24
25August 2012
Updates to This GuideThisguidecontainsthefollowingupdatessincetheDigiToolversion3.4release:
UpdatestotheDigiToolConfigurationGuide
Feature Change Type Chapter LinkPublishingDigitalEntitiesviaGoogleScholar
NewFeature PublishingDigitalEntitiesviaGoogleScholaronpage 307
PublishingDigitalEntitiesviaGoogleScholaronpage 307
Configuration Guide
August 201226
Part IIntroduction to This Guide
PartIcontainsthefollowing:
Section1:IntroductiontotheConfigurationGuideonpage 29
Configuration Guide
28
1
29August 2012
Introduction to the Configuration GuideThisintroductiondescribesthecontentsandconventionsoftheDigiToolConfigurationGuide.
Documentation ConventionsThisguidefollowsstandardtechnicaldocumentationpracticesasoutlinedinExLibrissourcesaswellasexternalmanualsofstyle.
Inadditiontotypographicalandnamingconventions,thisguideusesaliaspathsratherthanfullpathswheneverpossibletoenablequickerandmoreaccurateexecutionofserverapplicationsandcommands.
Content and ScopeThisguideprovidesinformationonhowtoconfigurevariouscomponentsoftheDigiToolsystem.ItdiscussesoptionsforfrontendHTMLpagesandJavabasedviewingtoolsaswellaswaysofsettingupaccessrightsforusersandforobjects.Globalandlocalconfigurationsareaddressed,aswellassettingsforSystemAdministratorsandsettingsforpatronendusers.
Parts of This GuideThisguideconsistsofthirteenparts,asfollows:
IntroductiontoThisGuideonpage 27
Thissectionincludes:
DocumentationConventionsonpage 29
ContentandScopeonpage 29
CommonInterfaceFeaturesAcrossWebClientsonpage 30
Configuration Guide, Part I: Introduction
August 201230
ConfigurationFileManagementonpage 33
UserManagementonpage 43
DepositConfigurationonpage 81
HandlePersistentIdentifiersonpage 117
IngestConfigurationonpage 141
DeliveryConfigurationonpage 179
RepositoryReplicationandOAIonpage 265
MeditorConfigurationonpage 313
ResourceDiscoveryonpage 441
UICustomizationonpage 509
ConfiguringRemoteSearchToolsandDatabasesonpage 551
Contentsforeachpartarelistedonthepartscoverpage(usetheabovelinks)aswellasintheguidestableofcontents.
Common Interface Features Across Web ClientsTheDigiToolmodulessharecommoninterfaceelementsthatwillbediscussedhereandreviewedonlyifneededatotherplacesintheguide.
Right Header ControlsAllWebbasedclientscontainthecontextsensitivehelpandexitimages.Somealsocontainthelanguage/globebutton.
Figure 1: Right Header with Standard Controls
Logging OffOnceauserhasfinishedworkingintheWebclient,theycanlogofffromthemodulebyclickingthedooricon.Aconfirmationboxopenstoconfirmthattheuserwantstologoff.
Chapter 1: Introduction to the Configuration Guide
31August 2012
Changing the LanguageIfaninterfacehasbeensoconfiguredandsetup,userscanchangethelanguagebyclickingtheglobeChangeLanguagebutton.Availablelanguagealternativesdependonwhatyourinstitutionhassetup.Forinstructions,seeInternationalizationTranslatingtheDigiToolInterfacesonpage 527.
Context-Sensitive HelpInordertoaidthestaffuserinroutineworkflowsandscenarios,eachwindowcontainsacontextsensitivehelpfilethatcanbeaccessedbyclickingthequestionmarkbuttonlocatedontherighttoolbar.
Left Header NavigationTheleftheaderofallDigiToolWebclientsdisplaystextlinkstovariousareasandactivitiesofthemodule(seeFigure 2).
Figure 2: Left Header
Mostmodulesdisplaytworowsoftextlinks.Thetoprowisthemainlevelandthebottomrowisthesubleveloftheselectedmainlevellink.InFigure 2,forexample,MaintenanceisthemainactivitysetandthesubcategoriesareSubmitanewjob(selected)andJobList.
Abovethelinks,themoduleisidentifiedtotherightoftheExLibrisDigiToollogo.
Configuration Guide, Part I: Introduction
August 201232
Part IIConfiguration File Management
PartIIcontainsthefollowing:
Section2:ManagingConfigurationFilesonpage 35
Configuration Guide
34
2
35August 2012
Managing Configuration Files
Introduction
NOTE:ThisdocumentisintendedforstaffuserswhohaveadministrativeprivilegesforoneormoreadminunitsandwhoarefamiliarwithXML.
ConfigurationfilesestablishtheinitialsettingsforDigiTool.Thesefilesareusedforserverprocessesandoperatingsystemsettings.TheyarewrittenineitherXMLformat,whichhastheadvantageofawelldefinedsyntaxthatcanbeeasilyvalidatedandverified,orinASCII,lineorientedformat.YoucanviewandeditconfigurationfilesthroughtheDigiToolManagementinterface.
Thissectionincludes:
Introductiononpage 35
AccessingYourConfigurationFilesonpage 36
FilteringtheFilesListonpage 38
ChoosingFilesonpage 38
ModifyingConfigurationFilesonpage 39
ActivatingConfigurationChangesonpage 39
Configuration Guide, Part II: Configuration File Management
August 201236
Accessing Your Configuration FilesSteps
1 InyourWebbrowsersaddressfield,entertheURLsetbyyourinstitution.Bydefault,thisURLishttp://:/mng
Forexample:http://www.university.com:1801/mng.
Or
EnterthegeneralDigiToolURLsetbyyourinstitutionandthenchoosetheManagementinterface.Bydefault,thisURLis:http://:/main
Forexample:http://www.university.com:8881/main.
Alogonformopens.
2 Typeastaffusernameandpassword.
3 ClickOK.
Ifyournameandpasswordareauthorized,DigiToolopensthedefaultviewofarepositorysearch.
4 YoucanalsoenterthemanagementinterfacefromtheDigiToolMeditor:FromtheLaunchbar,clicktheManagementbutton.
Chapter 2: Managing Configuration Files
37August 2012
5 ClicktheCommontextlinkinthetopheader,thentheEditConfigurationFileslinkbelowit(ifisnotselectedbydefault).
TheEditConfigurationFilespageopens.
Figure 3: Configuration Files
TheEditConfigurationFilespagecontainsaFilesListontheleftandacontenteditorontheright.Whenyoudrilldowntoaclickableentrysuchasatemplateintheleftcolumn,thefileopensintherightpaneeditorwithadditionalbuttons
Configuration Guide, Part II: Configuration File Management
August 201238
availableforediting.ClickingtheEditbuttononthispanereloadsthefileaseditabletext(seefigurebelowandfollowingdiscussion).
Figure 4: Configuration File Editor
Filtering the Files ListTheFilesListintheleftcolumncontainsgroupsofelementswhichcanbeexpandedtoshowallfilesanddirectoriesthatbelongtoaspecificgroup.YoucanfiltertheseelementsbyselectingvaluesinthedropdownfieldabovetheFilesList.Youcaneitherchooseagroupofelements(forexample,DepositrelatedConfiguration)orthewordAll.Ifyouchooseaspecificgroupofelements,onlyelements(files/directories)thatbelongtothatgroupwillbedisplayed.Otherwise,allelementsinconfigurationfilesappear.
Thegroupsshowninthefilterdependonyourstaffuserprofile.Ifyouareanadministrativeuser(ADMIN),youwillseeinthegrouplistallgroupsofthetypecommon.IfyouarenotanADMIN,youwillseealistofallgroupswithtypeunit.Directoriesandfilesresideundertheadministrativeunittowhichtheyareassigned.
Choosing FilesIftheentryinthelistisafile,clickingitopensthefilename,contents,andanEditbuttonintherightpane.Youcanscrolltoviewallpartsofthefile.
Chapter 2: Managing Configuration Files
39August 2012
Iftheentryinthelistisadirectory(containingconfigurationfiles),clicktheplussignbuttonbesideittoopenthelistofallfilesinthatdirectorybelowthedirectoryname.Tocollapsethelist,clicktheminussignbutton.(SeeFigure 4onpage 38foranopendirectorylist:DepositAccessRightsMDTemplates.)
Whenthelistoffilesinadirectoryisdisplayed,youcanclickanyfilenametodisplayitscontentasdescribedabove.
Adirectorycanonlyholdfilenames;itcannotcontainsubdirectories.
Modifying Configuration FilesIfyouselectanXMLfilefromtheleftcolumn,itopensbydefaultwithallthenodesexpandedintherightpane.Youcanclosethenodesbyclickingtheminussign(s)intheXMLrows.
Click the Editbuttontodisplayaneditableversionofanyfileyouselect.
Threebuttonsaredisplayedabovethetextarea:
Save:savesthecurrenttexttothefile.Validationisperformedusingthevalidatorclass.Thefileisreloadedontotheapplicationserverifauto_reload_after_saveistrueforthisfile.Inthecaseofavalidationerror,anerrormessageopensintherightpaneandabackbuttonenablesyoutogobacktoeditthefile.
Reload:restoresthefiletothelastsavedversiononthedisk.(Cancelsanyunsavedchanges.)
Cancel:exitstheeditingsessionwithoutchanges.
Ifyouchooseadirectory,andthenafile,theEdit,DeleteandDuplicatebuttonswillbedisplayed.
Toplaceyourcursorinthetextareacontainingthefilescontent,clickEdit.
Toopenadialogboxaskingforanewfilename,clickDuplicate.Edittheexistingfilenametomakeanewname,andclickSave.
Toremovethisconfigurationfilefromthisdirectory,clickDelete.
Activating Configuration ChangesInorderforconfigurationchangestotakeeffectinthesystem,runthefollowingjobsforthecorrespondingfileschanged.
Configuration Guide, Part II: Configuration File Management
August 201240
NOTE:Atypicalinstallationplacestherelevantscriptsinthejbindirectoryatthefollowingpath: /exlibris/dtl/j3_1/digitool/home/system/binoralias:$jdtlh/system/bin.
Table 1. Jobs to Run for Configuration File Changes
For Changes To Run the Followingrepository_stream_handler.xml reloadrepositoryconfiguration
mimetypes_configuration.xml reloadrepositoryconfiguration
repository_indexing_schema.xml reloadrepositoryconfiguration
repository_jobs_configuration.xml reloadrepositoryconfiguration
mets_configuration.xml reloadrepositoryconfiguration
pi_profiles_rules.xml reloadrepositoryconfiguration
pi_publishing_rules.xml reloadrepositoryconfiguration
repository_replication.xml reloadrepositoryconfiguration
mets_view_profile.xml reloadrepositoryconfiguration
globalpropertiesdefinitions jbossshutdown,set_globals.sh,jbossstartup
mime.typesdefinitions none
templateofrepository_configuration.xml reloadrepositoryconfiguration
shutdownjboss
runset_globals.sh
startupjboss
digital_entity_urls_template.xml reloadrepositoryconfiguration
Silodefinitions RefertoResourceDiscoveryandMeditorconfigurationsections
LocalSystemSettings restartDigiTool
GeneralwwwServerSettings(www_server.conf)
start_w
unit_configuration.xml reloadrepositoryconfiguration
Peradminunitconfigurationfiles(exceptunit_configuration.xml)
allJavaside(deposit/ingestsettings,de/mdtemplates,processinginstructions)requirereloadrepositoryconfiguration.
PeradminunitnonJavasideconfigurationfiles(suchascatalogingconfiguration)
RefertoResourceDiscoveryandMeditorconfigurationsections
Chapter 2: Managing Configuration Files
41August 2012
Configuration Guide, Part II: Configuration File Management
August 201242
Part IIIUser Management
PartIIIcontainsthefollowing:
Section3:UserManagementonpage 45
Configuration Guide
44
3
45August 2012
User Management
ThefollowingsectionoutlinesthedifferentusersandprivilegesavailableinDigiTool.Thedocumentalsoprovidessomebasicworkflowsinvolvinggeneralmanagement(creation,update,deletion)ofusersandtheirprofiles.
Staff UsersThissectionconsistsofthesetopics:
StaffUserDefinitionsforManagingotherStaffUsersonpage 46
ManagingStaffUsersonpage 47
StaffusersofDigiToolhaveauthorizedaccesstothesystemthatenablesthemtoperformvariousfunctions,dependingontheirlevelofaccess.
Astaffusersdetailsaremanagedlocallyonly(fromtheMeditorclient)byotherauthorizedstaffusers.ADMINstaffuserswithappropriateprivilegescanmanageallstaffusersinthesystem,whilenonADMINstaffuserscanonlymanageotherstaffuserswithintheirAdministrativeunit.
Thissectionincludes:
StaffUsersonpage 45
StaffPrivileges/AccessRightsonpage 50
Patronsonpage 53
WebProfilesonpage 60
DepositorsandDepositProfilesonpage 65
ApproversandApproverProfilesonpage 73
StaffPrivilegeListonpage 75
Configuration Guide, Part III: User Management
August 201246
NOTE:ThedefaultADMINuserwithprivilegestomanageotherusersisnamedDIGITOOLandshouldnotbeeraseduntilanotherADMINuserexists.
Staff User Definitions for Managing other Staff UsersTheprivilegesforstaffuserstomanageotherusersaredefinedintheDAT01systemunitandrelatetothefunctionsinFigure 5:
Figure 5: Staff Definitions for Managing Other Staff
StaffUsersRelatestospecificprivilegesinvolvedwithmanagingotherStaffusers.
WebProfilesRelatestomanagementofWebprofilesofpatrons.
PatronUsersRelatestomanagementofpatrons.
NOTES:AllowingastaffusertheprivilegetothegloballysetprivilegesforAllFUNCTIONS(nonuser)doesnotprovidecoverageforthethreeuser
Chapter 3: User Management
47August 2012
managementrelatedfunctionsnotedabove.OnlywithinthesespecificprivilegeswillAllsubfunctionsapply.
UnitsotherthanDAT01containthelistrelatedtousermanagementfunctions.However,thefunctionsrelatedtousermanagementinotherunitshavenoimpact.ThegivenprivilegesforusermanagementrelatetoDAT01only.
Managing Staff UsersToaccesstheStaffUsersListandPrivileges,youmustbeloggedontotheMeditorasastaffuserwiththeappropriateprivilegeformanagingotherstaffusers.Thenfollowthemenu:DigiTool>Administration>StaffPrivileges.Thefollowinglistboxopens.
Figure 6: Staff Privileges List Box
NOTE:Staffusersandtheirassociatedprivilegesaremanagedtogether.
Configuration Guide, Part III: User Management
August 201248
Staff Users ListThisbox(Figure 6onpage 47)liststheStaffusersinthesystem.Toselectauser,scrollthroughthelist.Alternatively,enterpartoftheusernameinthespaceprovidedandpressENTER.Thelistwillautomaticallyscrolltothefirstmatchingusername.
NOTE:InordertodisplayonlyuserswiththesameUserUnitastheconnecteduser,selectthecheckboxatthetopofthelistbox.Ifthecheckboxisnotselected,usersforallunitswillbedisplayed.
ThebuttonsontherightsideofthewindowwillbeactivatedonlywhenthehighlighteduserinthelistisassignedtothesameUnitastheconnecteduser.StaffuserswithADMINastheirUserUnitwillseeallStaffusers.
Table 2. Staff Privileges List - Actions
To Do ThisAddanewstaffuser Fromthestaffuserlist,clickNewUser.An
emptyUserPasswordInformationformappears.
Modifyastaffuser Fromthestaffuserlist,selectauserandclickModifyUser.TheappropriateUserPasswordInformationformappears.Youcanmodifyanyfield.
Duplicateastaffuser Fromthestaffuserlist,selectausertoduplicateandclickDuplicateUser.TheappropriateUserPasswordInformationformappears.Youcanmodifyanyfield.
Deleteastaffuser Fromthestaffuserlist,selectausertodeleteandclickDeleteUser.
WARNING!DonotdeletethedefaultDIGITOOLStaffuserbeforeyouhavecreatedanotherADMINuser.
Modifyastaffusersaccessrights Fromthestaffuserlist,selectauserandclickAccessRights.SeeStaffPrivileges/AccessRightsonpage 50formoredetailsonthespecificdefinitionsavailableforstaffprivileges.
Viewasummaryofastaffusersdefinedprivileges
Fromthestaffuserlist,selectauserandclickSummary.TheoutputsummarydenotesallowedanddeniedprivilegesforeachfunctionbyAdministrativeunit.
Chapter 3: User Management
49August 2012
User Password Information FormTheUserPasswordInformationformopenswhen,fromtheStaffPrivilegeslist,youelecttocreateanewuserortomodifyorduplicateanexistingstaffuser.
Figure 7: User Password Information Form
Table 3describesthefieldsontheUserPasswordInformationform.Table 3. User Password Form - Fields
Field DescriptionUserName Theusernameistheuniquestringbywhichthesystem
identifiestheuser.Theusernamemaybeupto10alphanumericcharacters.
UserUnit TheAdministrativeunittowhichthestaffuserwillbeassociated,forexample,DTL01,DTL02,ADM01,andsoon.Additionally,astaffusermaybeanAdministrator,wherebythedefinedUserLibrary(unit)wouldbeADMIN.
Password EnterapasswordfortheStaffuserupto10alphanumericcharacters.Thepasswordyouenterwillnotbedisplayed.
EditorLevel ThisinformationisusedinrelationtoMetadatarecords.WhenanMDrecordiseditedandsavedontheserver,thelevelofthecatalogerisassignedtotherecord.Inorderforsomeoneelsetoupdatetherecord,thatusermusthavealevelequaltoorhigherthanthelevelassignedtotherecord.Notethatthehigherthelevel,thegreatertheaccess.(Forexample,level99canseeeveryrecord.)
Configuration Guide, Part III: User Management
August 201250
NOTE:Allnewlyaddedusersneedtohavetheirprivilegesaddedmanually.
Staff Privileges/Access RightsEachstaffuserhasaprofileorasetofprivilegesthatdefinestheirauthorizationstatusfordifferentstafffunctionsperadministrativeunit.Everyprivilegerepresentsasetoffunctionsgroupedbytopicthatcanbeeitherallowedordenied.
ADMINstaffuserswithappropriateprivilegescanmanageallstaffusersinthesystem,whilenonADMINstaffusersmayonlygainprivilegetomanageotherstaffuserswithintheirAdministrativeunit.
Thissectionconsistsofthefollowingtopics:
UsersAccessRightsonpage 50
ManagingStaffAccessRightsonpage 52
StaffAdministratorsSystemAdministratorFunctionsonpage 52
User's Access RightsWhenyouclicktheAccessRightsbutton,thefollowinglistboxopens.
Coll.Mng.Group Thisisanoptionalsubsettingforastaffusertoapplyfurtherownershipoveracollectionfromthecollectionmanagementmodulebeyondadminunitfordefiningspecificsubcollectionsthatmayonlybeeditedbyotherstaffmemberswithnotonlythesameunit,butalsothesameCollectionManagementgroupassociation.ADMINuserswithrightsintheadminunitcanupdateanyownedcollection.Additionally,anyuserwithRootPermissionsforCollectionManagementwillbeabletoeditanycollectionwithintheiradministrativeunit.
Cat.OWNID NOTINUSE
Cat.OWNPermission
NOTINUSE
Table 3. User Password Form - Fields
Field Description
Chapter 3: User Management
51August 2012
Figure 8: Access Rights from Staff Privileges Dialog Box
Thisboxliststheunitstowhichtheselectedstaffusercanbeassignedrights.ThelistisdeterminedbytheentryintheUserUnitfieldontheUserPasswordInformationform.IftheUserUnitfieldonthatformcontainsaunittypethatissharedamongotherunits,thenallunitsofthattypeappearonthislist..
Forexample,inFigure 8,staffuserDTL02withinUserUnitDTL02hasDTL02,GEN01,andDAT01aspotentialunitstobeassignedaccess.
ThePASlineinthe./dtle/tab/library_relationconfigurationtabledefineswhichunitsareincludedinthesphereoftheUnit.Forexample:
PASDTL02GEN01DAT01
NOTE:StaffuserswithADMINastheiruserunitwillhaveallunitsavailableforprivilegestobeassignedtothem.
Configuration Guide, Part III: User Management
August 201252
Managing Staff Access Rights
To assign access rights to a user
1 HighlightthenameontheStaffUserslistandclickAccessRights.AccessRightsareassignedforeachAdministrativeUnitseparately.
2 SelecttheUnitforwhichyouwouldliketodefineaccessrightsandclickOK.
ThefollowingPrivilegelistopens:
Figure 9: Access Rights Details
Allowedprivilegesaredenotedbyaredcheck.
Deniedprivilegesaredenotedbyaredex.
3 EditthestaffusersprivilegesbyselectingfunctionsandclickingAllowedorDeniedasappropriate.TodeletepreviouslydefinedAllowedorDeniedprivileges,selectthedesiredfunctionandclickDelete.
Staff Administrators System Administrator FunctionsStaffuserswiththeiruserunitsetasADMIN(superuser)canbedefinedtomanageSystemAdministratorrelatedfunctionsoftheDigiToolrepository.Functionssuchasrepositorystoragerules,delivery/viewerrules,common
Chapter 3: User Management
53August 2012
tables,andsoon,willbeavailablefromtheWebmanagementmoduleforADMINuserswithappropriateprivilegeintheREP00(repository)systemunit.
AsystemadministratorthedefaultsystemAdministratorisMNGROOTmayhavethefollowingprivilegesintheREP00unit.
Figure 10: MNGROOT Access Rights
Eachunithasitsownlis
Recommended