OpenMIC Installation and Configuration Manual
Contents
1. Collection 7 Select required element Specified system default Specified Required Field Entry List Abstract Type Abstract Value Classification Authority Classification Edition Classification Value Corporate Organization Name Name Corporate Organization Name Role Corporate Organization Name Role Term Source Corporate Organization Name Role Type Descriptive Event Assoc Affiliation a E Pieced amp once hate Figure 2 1 19 System default required elements screen 22 Page OpenMIC Installation and Configuration Manual 1 5 System Supplied Values Not implemented in this version 2 Mapping Not implemented in this version 3 Batch Import Not implemented in this version 4 Export Not implemented in this version 23 Page OpenMIC Installation and Configuration Manual2. Controlled Yocabularies Required Elements System Supplied Values EXIT Figure 2 1 4 Metadata cataloging configuration screen 12 Page OpenMIC Installation and Configuration Manual Add enable and disable metadata elements and edit their properties Select metadata type Element X Disabled Edit Properties Figure 2 1 5 Metadata form configuration screen Select metadata type TECHNICAL RIGHTS us Element Disabled Abstract Classification CorporatefOrganization Name Descriptive Event Element Genre COCCI eC a Identifier Enable I Disable I Edit Properties Add New Element Figure 2 1 6 Descriptive metadata form configuration screen 13 Page OpenMIC Installation and Configuration Manual 1 2 Type of Resource or Source Type Figures 2 1 7 to 2 1 12 The data elements and vocabularies appearing on the metadata input form under Technical Metadata are determined by the value selected in the typeOfResource data element in Descriptive Metadata labeled Type of Item on the form If your organization uses a different set of terms for typeOfResource than the default terms provided by the system map your terms to the default types The data elements and vocabularies appearing on the metadata input form under Source Metadata are determined by the value selected in the sourceType element in Source Metadata If your organization uses a different set of terms than the default ter
3. Bibliographic Utility 0 0 0 cccccccssccccecessessnsececeeeseseseaeeeeecsseesesaeaecesesesesasaeceeeesseeseaees 7 B Configuring OPENMIC oo eee eccessceeceeessesenseeecececeesuaeaeeeescsseeseuaeeeeeesseseaaeaeeeeecesseseaaeeeeessuesesauaesesesesesaaeaeeeeaaaaeess 7 Step Manage User ACCOUNt ia cases tesvavesied sedetsescavsaciiacidens vessivcatauiwtuba E ERE EER EEEE E A aE aR 7 Step 2 Digital Workflow Management SySteM ccccccccccssssssssceeececssseseeaesesesesesesaeeeeeeecssseseaaeeeeesseeseaaaaeeeeeessensaaeass 10 1 Metadata cataloging Figures 2 11 to 2122 errora rE E EA E shaded AAEE 10 1 1 Sch ma Builder sorisa Ae eiia AE AEEA ANAE AEA O EAA AEE EAA AARAA 10 1 2 Type of Resource or Source Type cecssccccesssscecesseeecsessececeesseeecesaesecsesaeeecsesaeeecesaeeeceesaeeecsesaececseseeeceesaeeeeneaaes 14 1 3 Controlled Vocabular eS scscsscsdeeesiscesesiesvsentesiescelieevedins iesndlevevedsiesesdstedeseaievsgudeitdusadtaedeecdieesdeddiiedesdsisdesddit 18 VA Reg ired Elements asistir ra EEE IEE E SE E EE ET ES 20 1 5 System Supplied VUES renei ia EA EEEE EOT VEERA ORORO E NAER 23 A NAPNE aaa A E E rere eer eer creer rere ere 23 3 BMP eer A R E A E E A E 23 AN 4 90 9 er eee EEA AE E ARAE AA oe 23 3 Page OpenMIC Installation and Configuration Manual Page left blank intentionally 4 Page OpenMIC Installation and Configuration Manual I Introduction OpenMIC is an open source web based bibliographic utilit
4. allows organizations to select the elements to appear on the cataloging form and to set the system wide required elements as well as system supplied values according to the organization policies Go through each of the configuration options and make appropriate selections according to your organization policies 1 Metadata cataloging Figures 2 1 1 to 2 1 22 1 1 Schema Builder The Schema Builder allows you to enable and disable elements and their subelements Future releases will also allow you to Edit Properties and Add New Element All the elements and subelements in OpenMIC are enabled by default with no system supplied values a Select Digital Object Workflow Management System from the main menu b Select Configuration c Select Metadata Cataloging d Select Schema Builder Refer to the data dictionary for element definitions e Select Descriptive You will see all the top level elements in descriptive metadata section If you click on the radio button you will see the next level elements f Select the element you want to disable and click Disable A red X indicates the element is disabled g Follow steps a g for every metadata section h Click Exit to return to the configuration screen 10 Page OpenMIC Installation and Configuration Manual You have logged in as the system super user You can either review and edit user s authorization authentication information or go to dwms and start working there Manage
5. MIC according to your organization policies 5 Page OpenMIC Installation and Configuration Manual Section 1 OpenMIC Overview Diagram An overview diagram of the OpenMIC is shown in Figure 1 0 The OpenMIC software consists of several distinct modules and some of the high level modules are shown here How OpenMIC Works Overview Org s Existing Records New Records Cataloging Export Organization In house Collection Marc MODS In house Mare MODS User Management Role Management Setup Template Create Edit Metadata Figure 1 1 Overview diagram of the OpenMIC 1 Configuration module allows administrators to configure metadata cataloging form required elements and default values according to organization or collection policies 2 Administration module allows administrators and or users to manage organizations collections and to perform database cleanup 3 Authentication Authorization module allows users to manage user accounts and the roles according to organization or collection policies 6 Page OpenMIC Installation and Configuration Manual 4 Metadata and Digital objects module allows users to create edit or delete cataloging records define required elements and create templates for a collection map schemas import and export metadata 5 Export module allows users to export metadata in METS XML Marc XML or MODS xml format 9 Mapping Utility allows users t
6. OpenMIC Installation and Configuration Manual Bibliographic Utility for analog and digital objects oe So al i ny INSTITUTE of z m The LIBRARY anii wdLibrary RUTGERS of CONGRESS i University Libraries kee Version 1 0 beta Updated on August 12 2009 OpenMIC User Manual Bibliographic Utility for analog and digital objects All OpenMIC code is 2009 by Rutgers University Libraries The OpenMIC code is free software distributed under the terms of the GNU General Public License v 3 0 as published by the Free Software Foundation All terms within the GNU GPL v 3 0 license apply without reservation To contact Rutgers University Libraries about OpenMIC please visit http rucore libraries rutgers edu open projects Rutgers University Libraries 47 Davidson Road Piscataway NJ 08854 2 Page OpenMIC Installation and Configuration Manual Table of Contents PEER oh ecole Eeo prercrrer ceerrcre sm trey reeresrce E mercer tr ererereer E 5 We Using this Manual wssiaceccecedesicschehesiieesseatsdediceadgcduenzecteaessiecs desde ci eisaaccoets dodavadacd cond edu seu CEEA AE Aa E ARETA EEEE 5 Section 1 OpenMIC Overview Diagram s ssssssssssssssnsssnssensnssneaeaeaeaeaeaeaeaeaeaeaeececeseeeeeseeeeeeeeeeeeeeseeeseeeeeseseeeess 6 Section 2 Installing and Configuring OpenMIC cccccccssssssecececeesessaeeeeeescesesaesecesecsseeseeaeeeeeecesseaaaeeeeeessessesaeeeesens 7 A Installation of OpenMIC
7. User Account Digital Object Workflow Management System Lancet Figure 2 1 1 OpenMiIC initial screen Administration Manage organizations collections and transactions perform database cleanup create announcements Configuration Configure metadata cataloging digital file handling mapping batch import and export utilities according to organization policies Reports Yiew or print statistical reports about your metadata or digital files Metadata and digital objects Create or edit cataloging records create or upload digital objects map schemas import export etc Figure 2 1 2 Administration screen 11 Page OpenMIC Installation and Configuration Manual Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements systern supplied values digital file handling mapping import and export Metadata Cataloging r c c c EXIT Figure 2 1 3 Configuration main screen Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling mapping import and export Metadata Cataloging C Cc C Schema Builder TypeOtResource SourceType
8. a elements and vocabularies appearing on the metadata input form under Technical Metadata are determined by the value selected in the typeOfResource data element in Descriptive Metadata labeled Type of Item on the form If your organization uses a different set of terms for typeOfResource than the default terms provided by the system map your terms to the default types The data elements and vocabularies appearing on the metadata input form under Source Metadata are determined by the value selected in the sourceType data elementin Source Metadata If your organization uses a different set of terms than the default terms provided by the system map your terms to the default types What would you like to configure SourceType z Default SourceType Analog disc Audiotape Cylinder Film Optical disc Photographic Text or graphic paper Three dimensional object Unspecified Videodisc Videotape Wire recording Figure 2 1 11 Source Type configuration screen 1 Default SourceType Organization Provide terms and map to default Analog disc Audiotape Cylinder Film Optical disc Photographic Text or graphic paper Three dimensional object Unspecified Videodisc videotape Wire recording Ananthan University Dd Option C Use default SourceType This organization has its own SourceType terms Figure 2 1 12 Source Type configuration screen 2 17 Page OpenMIC Installation and Configuration Man
9. ase ALL states proviinces counties cities and citysections M Country terms are updated by uploading a text file generated from a spreadsheet Ifterms already exist in the system newly uploaded terms will replace the old ones To create the spreadsheet you need to provide data in following columns in exactly same order Country Name Country Code Display Order Term Source Note DO NOT include above headers in your spreadsheet After finishing the spreadsheet editing save the data as text file using TAB as delimeter If you use Microsoft Excel go to File gt Save As then choose Text Tab delimited as file type Upload the text file Browse Update Geographical Terms Figure 2 1 16 Configure Controlled Vocabularies Screen 2 1 4 Required Elements Figures 2 1 17 to 2 1 19 You may specify system wide required elements for collection objects as well as resource objects based on your organization policies The system will check for a value in each required elements If a required element lacks a value the system flags the metadata record with M Follow the steps below to specify system wide required elements a Select Digital Object Workflow Management System from the main menu b Select Configuration c Select Metadata Cataloging from the Main Configuration Screen d Select Required Elements e Select Collection or Resource f Select Metadata Type Note Source and Technical apply t
10. ms provided by the system map your terms to the default source types To configure Type of Resource figures 2 1 7 to 2 1 10 i j Select Digital Object Workflow Management System from the main menu Select Configuration Select Metadata Cataloging Select TyoeOfResource SourceType Select TypeOfResource Select Organization Select This organization has its own TypeOfResource terms Enter your organization s TypeOfResource term one by one in the space provided on the left and map each term to the system supplied terms on the right If some but not all of your terms match OpenMIC terms map all your terms If OpenMIC uses a terms your don t use and for which you have no equivalent ignore it See Figure 2 1 10 In this example the organization has ignored Service as it doesn t use this term or any equivalent Click Submit Click Exit to return to the configuration screen To configure Source Type figures 2 1 11 to 2 1 12 Select Digital Object Workflow Management System from the main menu Select Configuration Select Metadata Cataloging Select TypeOfResource SourceType Select SourceType Select Organization Select This organization has its own SourceType terms Enter your organization s Source type term one by one in the space provided on the left and map each term to the system supplied terms on the right If some but not all of your terms match OpenMIC terms map all your terms If OpenMIC
11. n the typeOfResource data element in Descriptive Metadata labeled Type of Item on the form If your organization uses a different set of terms for typeOfResource than the default terms provided by the system map your terms to the default types The data elements and vocabularies appearing on the metadata input form under Source Metadata are determined by the value selected in the sourceType data elementin Source Metadata If your organization uses a different set of terms than the default terms provided by the system map your terms to the default types What would you like to configure I TypeOtResource Default TypeOfResource Dataset Event InteractiveResource Movinglmage PhysicalObject Service Software Sound Stilllmage Text Organization Option LO Use default TypeOfResource This organization has its own TypeOfResource terms Figure 2 1 9 Type of Resource configuration screen 1 Organization Ananthan University w Option Use default TypeOfResource This organization has its own TypeOfResource terms Provide terms and Data Dataset v mapa default Games InteractiveResource E Physicetnect w Sonwere Stillmage s Graphics Language materials Text M Figure 2 1 10 Type of Resource configuration screen 2 16 Page OpenMIC Installation and Configuration Manual TypeOfResource SourceType The dat
12. o Resource only g Click element name You will see the element listed under Specified Required Field Entry List To remove an element from the required list select the field name on that list and OK the prompt to remove the entry Refer to the online data dictionary for element definitions 20 Page OpenMIC Installation and Configuration Manual h Click Update i Repeat steps e h for each metadata type Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling mapping import and export Metadata Cataloging e o io o EXIT Figure 2 1 17 Configuration main screen 21 Page OpenMIC Installation and Configuration Manual Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling mapping import and export Metadata Cataloging o io Ee Eo Schema Builder TypeOtResource SourceType Controlled Yocabularies Required Elements System Supplied Values EXIT Figure 2 1 18 Cataloging utility configuration screen System Policies System Default Required Elements Setup required elements for
13. o map organization s existing records to OpenMIC database 7 Batch Import module allows users to batch load records from existing database Section 2 Installing and Configuring OpenMIC A Installation of OpenMIC Bibliographic Utility Please refer to the README txt file which is included in the OpenMIC download package To download the package go to http rucore libraries rutgers edu open dl index php openmic After the installation of OpenMIC is completed you may either start using the system as delivered or configure the system according to your organization policies If you are ready to use OpenMIC as delivered proceed create organization and collection before start creating metadata Refer to the OpenMIC user manual http rucore libraries rutgers edu open projects openmic openmic user manual pdf B Configuring OpenMIC OpenMIC can be used as delivered or it can be configured according to the organization policies After the software is installed the administrator must create a super user account and perform some administrative tasks before using the system The steps are explained below Step 1 Manage User Account Figures 1 1 1 to 1 1 3 The software is delivered with a default user name and password As soon as the software is installed the administrator should log in with the delivered user name and password and create a super user account Once the super user account is created the delivered user name and password bec
14. ome invalid Follow the instructions below to create a super user account a Login with the default user name and password b Select Manage User Account from the main menu c Enter User information and click Submit d Next you need to assign super user role for this user Select the user you have just created and click Assign Role s 7 Page OpenMIC Installation and Configuration Manual e Select Yes to assign super user role and click Submit f Select Cancel to go to the OpenMIC initial screen You have logged in as the system super user You can either review and edit user s authorization authentication information or go to dwms and start working there Manage User Account Digital Object Workflow Management System Cancel Figure 1 1 OpenMIC initial screen 8 Page OpenMIC Installation and Configuration Manual User Account First Name Last Name Address Email C UserID for login FO Password Oo Re type Password Po Cancel Submit Figure 1 2 User account screen Role Assignment for Ananthan Kalaivani SUPER USER C Yes No Role for this organization Roleforthismodule H Role D edit roles Current Role Assignment Organization Module Role Cancel Back Delete Submit Figure 1 3 Role assignment screen 9 Page OpenMIC Installation and Configuration Manual Step 2 Digital Workflow Management System This step is optional The configuration module
15. port C Metadata Cataloging c c c EXIT 18 Page OpenMIC Installation and Configuration Manual Figure 2 1 13 Configuration main screen Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling mapping import and export Metadata Cataloging Schema Builder TypeOtResource SourceType Controlled Vocabularies Required Elements System Supplied Values EXIT Figure 2 1 14 Cataloging utility configuration screen Controlled Vocabularies Hierarchical Geographic Terms Add terms for C Country State Province County City City Section Controlled Vocabularies for Cataloging Utility To add or edit controlled vocabularies other than hierarchical geographic terms in the cataloging utility go to the metadata input forms as you normally would when entering metadata for collection or digital resources select the dropdown box or radio button that you want to edit choose ADD EDIT TERMS EXIT 19 Page OpenMIC Installation and Configuration Manual Figure 2 1 15 Configure Controlled Vocabularies Screen Controlled Vocabularies Hierarchical Geographic Terms Add terms for O Country State C Province D County 2 City 2 City Section WARNING Updating Countries will er
16. ual 1 3 Controlled Vocabularies Figures 2 1 13 2 1 16 MODS metadata standard allows two options for inputting geographical subject terms as a single heading Piscataway N J or in a hierarchical form If you choose to use the hierarchical form you can load your terms in a batch mode If you have disabled this element you may skip this section Note To add or edit other controlled vocabularies refer to the OpenMIC User Manual Follow the steps below to upload terms for each of the hierarchical geography elements a Create a spreadsheet with data in the following four columns Do not include headers Note If terms already exist in the system newly uploaded terms will replace the old terms United States US 1 Marc21 United Kingdom UK 2 Marc21 b Save the spreadsheet as a tab delimited text file If you use Microsoft Excel go to File gt Save As and choose Text Tab delimited as file type c Select Metadata Cataloging from the configuration main screen d Select Controlled Vocabularies e Select Country f Upload the text file g Click Upload Geographical Terms h Follow above steps for each element in the hierarchy Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements systern supplied values digital file handling mapping import and ex
17. uses a terms your don t use and for which you have no equivalent ignore it See Figure 2 1 10 In this example the organization has ignored Service as it doesn t use this term or any equivalent 14 Page OpenMIC Installation and Configuration Manual i Click Submit j Click Exit to return to the configuration screen Configuration The utilities need to be configured before they can be used Please go through each of the following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling rapping import and export Metadata Cataloging r c c c EXIT Figure 2 1 7 Configuration main screen Configuration The utilities need to be configured before they can be used Please go through each ofthe following utilities to configure the metadata elements and vocabularies available to the cataloger required elements system supplied values digital file handling mapping import and export Metadata Cataloging 3na Schema Builder TypeOtfResource SourceType Controlled Yocabularies Required Elements System Supplied Values EXIT Figure 2 1 8 Cataloging utility configuration screen 15 Page OpenMIC Installation and Configuration Manual TypeOtfResource SourceType The data elements and vocabularies appearing on the metadata input form under Technical Metadata are determined by the value selected i
18. y that can be used as a standalone application or integrated with other repository architectures by a wide range of organizations It provides a complete metadata creation system for analog and digital materials with services to export these metadata in standard formats The bibliographic utility features a METS data architecture which can be used in any METS based or METS compliant environment It uses MODS as an underlying metadata schema for descriptive MD NISO AES standard for technical MD and PREMIS for source MD and rights MD It outputs an XML wrapper for the METS components as a single object The bibliographic utility data model is primarily an event based data model intended to document what happens to a resource at a specific time and place Preservation and condition events provenance events rights events and descriptive events document what happens to a resource throughout its lifecycle Details of the events can include associated entities such as an exhibit curator and associated objects such as an exhibit catalog OpenMIC is a core application for the Moving Image Collections MIC initiative developed at the Rutgers University Libraries with funding from the Library of Congress the Institute of Museum and Library Services and the National Science Foundation II Using this Manual There are two sections in this manual Section 1 gives an overview diagram of the OpenMIC modules Section 2 describes how to configure Open
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