OpenWMS Installation and Configuration Manual - RUcore
Contents
1. Digital File Handling Structure Map Mapping Batch Import Export Audit i e 10 10 10 o o EXIT Figure 2 1 20 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 C ataloging Digital File Handling Structure Map C File Name Option vr C File Packaging p EG C Integrity Checking ee C File Policies Content Models EXIT Figure 2 1 21 Digital File Handling configuration main screen 24 Page OpenWMS Installation and Configuration Manual V2 0 Beta File Name Option Figure 2 1 22 File Name Option screen File Name Option EXIT Figure 2 1 23 File Name Option screen customize file format 25 Page OpenWMS Installation and Configuration Manual V2 0 Beta 2 2 File packaging This option allows you to choose whether to bundle all the archival master files into one package such as tar The application supports tar as the default packaging method If your organization chooses to use a different method code change is required i Select Digital File Handling from the Configuration main screen ii Select File Packaging iii Select Yes to bundle all the archival files into one tar file Otherwise select No i2. PDF3 etc will be added to this prefix viii Select File Required e Select Required if your organization policy is to preserve the object This option is recommended The OpenWMS validates this option when an object is created e Select Optional If this option is selected the OpenWMS does not validate when an object is created e Select Decided by user If you are not sure of your organization policy select this option The user can decide at the time of object creation 35 Page OpenWMS Installation and Configuration Manual V2 0 Beta ix Select Obtain Method e Select Created by the system The current version of the software supports JPEG thumbnail and GIF images only If you want to create other types of presentation file code software change is required If you select this option you will be prompted with two more options o Select System default software Image Magick for JPEG Thumbnail and GIF formats For other file formats select Non system default software Note You need to install the none system default software and make necessary code changes o Select Source File for System generated Example select master original tiff to create JPEG e Select Uploaded to system Choose this option if you are configuring file policy for PDF DJVU MP3 MOV and flash files e Select Copy from an archival file This option is recommended if the master file and the presentation file format is the same Example PDF A could be an a
3. 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 OpenWMS terms map all your terms If OpenWMS 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 OpenWMS terms map all your terms If OpenWMS uses a terms your don t use and for which you have no equivalent ignore it 17 Page OpenWMS Installation and Configuration Manual V2 0 Beta i See Figure 2 1 10 In this example the organization has ignored Service as it doesn t use this term or any equivalent j Click Submit k Click Exit to return to the configuration screen Configuration The utilities need to be configured
4. a platform independent open source web accessible system 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 ingest objects and metadata into a Fedora repository and to export these objects and metadata individually and in bulk in METS XML Wrapper The cataloging module in OpenWMS is based on the Library of Congress version of OpenMIC The cataloging module 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 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 This is a core application to ingest digital objects into the Institutional Fedora Repository RUcore developed at the Rutgers University Libraries Major Features Full METS support The OpenWMS
5. 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 metadata NISO AES standard for technical metadata and PREMIS for source and rights metadata It outputs an XML wrapper for the METS components as a single object for export Event based data model The OpenWMS 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 events can include associated entities such as an exhibit curator and associated objects such as an exhibit catalog Resource management for analog and digital information formats The bibliographic utility in OpenWMS OpenMIC employs the source object and the entity that is 5 Page OpenWMS Installation and Configuration Manual V2 0 Beta described in the METS source Source MD source metadata as the first generation of information controlled by the metadata creating organization This is often an analog object a photograph a slide image of an art work or a print manuscript Technical details of the digital object are captured in the METS TechMD technical metadata area of the Administrative metadata section and successive modifications to the digital object are tracked in the bibl
6. structure map Example of a default structure map created by the OpenWMS lt METS fileGrp ID DATASTREAMS gt lt METS fileGrp ID SMAP1 STATUS gt lt METS file ID SMAP1 0 MIMETYPE text xml CHECKSUM 48b08eb90cadc7b5789da5b27fef3a9717770c76 CREATED 2009 08 10T12 17 50 ADMID TECHNICAL1 RIGHTS1 DIGIPROV1 DIGIPROV2 DIGIPROV3 DIGIPROV4 DIGIPROVS DIGIPROV6 OWNERID M STATUS A gt lt METS FLocat ID SMAP1 0 0 LOCTYPE URL OTHERLOCTYPE USE xlink type simple xlink href http lefty64 scc net rutgers edu workarea rucore00000001165 50541 smap smap document 050541 xml xlink role xlink arcrole xlink title ka test tech md SMAP1 xlink show xlink actuate gt lt METS FLocat gt lt METS file gt lt METS fileGrp gt lt METS fileGrp gt lt METS fileSec gt 38 Page OpenWMS Installation and Configuration Manual V2 0 Beta Structure Map Policies Configure the system to use default structure map custom build structure map or no structure map at all for each object content type Note that the default structure map for collection describes the collection hierarchy structure For all the other object content types the default structure map is merely an empty place holder To build your customized structure map for each content type a corresponding custom built software module needs to be supplied see README file or talk to your system administrator for details Create structure map for eachitem Y
7. upload digital objects map schemas import export etc Figure 2 1 2 Digital Workflow Management System main screen 14 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 Digital File Handling Structure Map Mapping Batch Import Export Audit i e 10 10 10 o o 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 Schema Builder TypeOfResource SourceType Controlled Vocabularies Required Elements System Supplied Values EXIT Figure 2 1 4 Cataloging module configuration screen 15 Page OpenWMS Installation and Configuration Manual V2 0 Beta Add enable and disable metadata elements and edit their properties SOURCE TECHNICAL RIGHTS Element X Disabled Edit Properties Add New Figure 2 1 5 Metadata element configuration screen Select m
8. MS Installation and Configuration Manual V2 0 Beta Digital Object Types Digital Object Type Book l Simple object Object File Relations Resource Type s xingle master file per object bje per object Complex object multiple master file Existing Object Types Audio C Book C Collection C Dataset Document C ETO C Manuscript C Map C Pamphlet C Periodical Photograph a Record C Transcript c Video Figure 2 1 28 Digital Object types screen Create File Policy for Master file vii viii 33 Page Select Digital File Handling from the Configuration main screen Select File Policies Content Models Select Digital Content Type Ex Book Select Archival Master for Archive Type Select File Format Ex TIFF Select Generation e Select Original if the master file is not altered in any way e Select Derived from original e g cropped image ff the file has been altered to improve the quality of the image If you choose this option it is recommended that you create a separate master file policy Enter Datastream ID Prefix Ex TIFF Note If multiple files are uploaded an integer value TIFF1 TIFF2 TIFF3 etc will be added to this prefix Select File Required e Select Required if your organization policy is to preserve the object This option is recommended The OpenWMS validates this option when an object is created e Select Optional If this option is selected t
9. OpenWMS Installation and Configuration Manual Workflow Management System for analog and digital objects RUTGERS University Libraries Version 2 0 Beta July 2009 OpenWMS Installation and Configuration Manual Workflow Management System for analog and digital objects All OpenWMS code is 2009 by Rutgers University Libraries The OpenWMS 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 OpenWMS please visit http rucore libraries rutgers edu open projects Rutgers University Libraries 47 Davidson Road Piscataway NJ 08854 Phone 732 445 5896 2 Page OpenWMS Installation and Configuration Manual V2 0 Beta Table of Contents ntrodudtion uurnunssenennnustenibee nina Teed oeev ites cae ans eich nate EE E O skisted bees ena Gated 5 I STB this Manisa 8 Section 2 Installing and Configuring OPENWMS ccccccccsesssssssecececesseseseseceeecesseeaaeseceeecesseseeaeseeeeecussesesaeseeeesensees 10 A Installation of OPENWMS annvandasamsearsv suv Res ea Uauseateaseedestess 10 B Configuring ODENWMS ccccccccccecesssssssececececesseseuaeeececscessesaeaeeeseessseseuaeaeeeeeceseesaaaeeeeeescussesauaeseeeseseesesnaaeeeeess 10 Step 1 Mainage User ACCOUNT isc vesix ces sccccedssenscdessadencessunsenes tive s
10. ate presentation formats derivative images from tiff images to jpeg and pdf formats The organizations can configure the archival file types and presentation file types according to their specific needs 6 Page OpenWMS Installation and Configuration Manual V2 0 Beta Operating System or Platform Dependencies Solaris Linux Other Application Dependencies MySQL 4 0 or above PostgreSQL 6 0 or above PHP 4 0 or above Image Magick PHP modules with dom with dom exslt with Idap if Idap is used for authentication with mime magic with mysql if using MySQL with pgsql if using PostgreSQL with pear with exslt enable xslt Installation Approximately 45 minutes Sample Scenario s of Use Library or archive with a repository e g DSpace repository Fedora A library or archive that is using a repository architecture can use the bibliographic utility to create and manage metadata The bibliographic records in the MySQL PostgreSQL database can be exported as METS and converted to your repositories native schema using third party tools or XSLT transformations provided by you Library or archive with no repository A library or archive with no current repository architecture can use the bibliographic utility as a placeholder for a full repository Resources can be cataloged in the bibliographic utility and the cataloging can be maintained indefinitely in the MySQL PostgreSQL database component of the ut
11. 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 Digital File Handling Structure Map Mapping Batch Import Export Audit o o EXIT Figure 2 1 7 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 TypeOfResource SourceType Controlled Yocabularies Required Elements System Supplied Values EXIT 18 Page OpenWMS Installation and Configuration Manual V2 0 Beta Figure 2 1 8 Cataloging module configuration screen TypeOfResource SourceType The data elements and vocabularies appearing on the metadata Input form under Technical Metadata are determined by the value selected In the type OfResource data element In Descriptive Metadata abeled Type of iter on the form If your organization uses 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 me
12. deccebeauanddhsadsucelssaetedevsadeeccseiuovedsandecedoeckseceeaine 10 Step 2 Digital Workflow Management System ccccccccccsssssssssecececessesesneseeeeecesseeaeeeeeesessseseaaeaeeeeeceeseeaaeaeeeeseesees 13 1 Metadata cataloging Figures 2 1 1 to 2 1 22J rrrnrororonnnorrronnnnrnnnnnnnrnnsnnnnrnnsnnnnrnrsnnnnrnssnnnnnnrsnannnnrsnnnnnnssnnnnnsssnnnnnn 13 1 1 Schema Builder sicccec2 ced cvvsesccvis cecal EA E EATA AA EA A OAE EE 13 1 2 Type of Resource or Source Type u cceccccecssscececssececeessecececsseeesecsaeeecsesseeeseesaecesecsaeeecsesaeeesecsaeeeeeesaseeseesaeeesees 17 1 3 Controlled VOCABULARIES roria rrr aen AE AE AANRAAI E AANE E 21 1 4 Required ElOMeNts ccccceccccecssscecesssccececeececeesseeessesaececscsaeeessesaeeecsesaeeeseesseeessesaeeecsesaeeessesaeeecsesaeeeseesaeeeeees 21 1 5 System Supplied Values cc ccccccescccessssceceessececeesaeeeceesaeeececsseeeceesaeeecsesseeeceesaeeececsaeeeceesaeeeceesaeeeseesaeeeeeesaeeeeees 23 2 Digital File Hanlin E senan a E 23 3 Structure Map reca a a oe sansaceceaideccevansacecasnacacesbusade E N dais 26 A MAD DING A AE doSscctuvesenin oe Mee silos 40 5 Batch a E a PEE AAA T EIE AA S A E IEN A A AE E N E E dovuennasevaRcedievevnngavsors 40 6 EXPORT 40 EEE ENE 40 3 Page OpenWMS Installation and Configuration Manual V2 0 Beta Page left blank intentionally 4 Page OpenWMS Installation and Configuration Manual V2 0 Beta I Introduction The OpenWMS is
13. e selected Yes select activities to be audited e Select object types to be audited e Select Yes to create digital provenance metadata based on the audit information Selecting Yes will add the name of the user the role email address and the creation date in the XML 40 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 Digital File Handling Structure Map Mapping Batch Import Export Audit ee 0 o 10 o io EXIT Figure 7 1 Configuration main screen Audit Policies User activities related to the handling of a specific digital item can be audited Configure the audit options here based on your needs Note thatthe policy set here will apply to all items in the repository Audit user activities ves C No Activities to be audited IV Create metadata IV Edit metadata IV Upload digital files IV Exportitem Item type s to be audited IV Collection M Resource Create digital provenance metadata based on audit information yes C No 41 Page OpenWMS Installation and Configuration Manual V2 0 Beta
14. efault 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 element in 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 Analog disc Audiotape Cylinder Film Optical disc Photographic Text or graphic paper Three dimensional object Unspecified Videodisc Videotape Wire recording Organization Ananthan University xz Option Use default SourceType This organization has its own SourceType terms Provide terms and map to default m a Figure 2 1 12 Source Type configuration screen 2 ll 20 Page OpenWMS Installation and Configuration Manual V2 0 Beta 1 3 Controlled Vocabularies This module has been integrated in the cataloging module To add or edit controlled vocabularies 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 You wi
15. el A particular type of object It ensures objects behave consistently within OpenWMS or a repository such as Fedora The acceptable required digital files for each resource object created in OpenWMS Is defined in the content model Examples Photograph Text Video Master or Original File Preservation copy or archival copy of the digital file usually an uncompressed digital file These are usually very large files The primary objective of the master file is to provide an uncompressed file format that can be migrated when a new technology is not compatible with an old technology Examples 600 DPI TIFF for Photograph and Text WAV for Audio AVI for Video Master Derivative or Orginal Derivative file Another preservation or archival copy that is derived from the original or master file An original uncompressed file format can be modified to improve display quality Examples 600 DPI TIFF for Photograph and Text WAV for Audio AVI for Video Presentation File Presentation copy or display copy of the digital file usually a compressed digital file for fast download time Also called as access copy Eamples JPEG for Photograph PDF for Text Quick Time for Video Datastream A digital file It could be a master or original file TIFF or a presentation or access copy JPEG SearchXML An XML file of the text in a digital file for full text searching Thumbnail A reduced version of the presentation file usually a reduced version of t
16. es C No Where will structure map be placed Asa separate xml file linked in the metadata C As an inline xml section of the metadata Specify how structure map is built for each object content type Object Content Type Structure Map Collection Default Custom built structure map Audio C Default Custom built structure map Book C Default Custom built structure map Dataset C Default Custom built structure map Document Default Custom built structure map ETD Default Custom built structure map Manuscript C Default Custom built structure map Map C Default Custom built structure map Pamphlet Default Custom built structure map Periodical Default Custom built structure map Photograph C Default Custom built structure map Record C Default Custom built structure map Transcript C Default Custom built structure map Video C Default Custom built structure map 39 Page OpenWMS Installation and Configuration Manual V2 0 Beta 4 Mapping Not implemented in this version 5 Batch Import Not implemented in this version 6 Export Not implemented in this version 7 Audit Configuring the audit options enable you to audit the user activities related to the handling of a specific digital item e Select Audit from the Configuration main screen e Select Yes to audit user activities otherwise select No e If you hav
17. etadata Cataloging Digital File Handling Structure Map Mapping Batch Import Export Audit i e 10 10 10 o o EXIT Figure 2 1 17 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 TypeOfResource SourceType Controlled Vocabularies Required Elements System Supplied values EXIT Figure 2 1 18 Cataloging utility configuration screen 22 Page OpenWMS Installation and Configuration Manual V2 0 Beta System Policies System Default Required Elements Setup required elements for l Collection ar Select required element ae Select Metadata Type Specified system default Specified Required Field Entry List aj Abstract Type Abstract Value Classification Authority Classification Edition Classification Value Corporate Organization Name Corporate Organization Name Corporate Organization Name Corporate Organization Name Name Role Role Term Source Role Type Descriptive Event Assoc Affiliation Figure 2 1 19 System default required elements screen 1 5 System Supplied Values Not implemented in this version 2 Digi
18. etadata type SOURCE TECHNICAL RIGHTS z Element QX Disabled Abstract Classification Corporate Organization Name Descriptive Event Element Genre eeeeeee Identifier Edit Properties Add New Element Figure 2 1 6 Descriptive metadata element configuration screen 16 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 terms 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
19. he JPEG file for still image or a thumbnail from a clip for a video Example You want to create file policies for book objects and your organization decides to use TIFF as the preservation file format and PDF as the presentation display format We need to create the following policies Content Model Book Master file format TIFF Presentation file format PDF 30 Page OpenWMS Installation and Configuration Manual V2 0 Beta Create Content Model figures 2 1 25 to 2 1 28 Select Digital File Handling from the Configuration main screen Select File Policies Content Models Select Digital Content Type Select Add Edit Digital ObjectTypes V Enter Digital Object Type ex Book vi Select Object File Relationship Note This concept is no longer used by OpenWMS and it will be disabled in the next release vii Select Resource Type ex text Note that the values available may be different if you have viii configured to use different resource type in your organization Select Create 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 cy Ce fe fo io o io Figure 2 1 25 31 Page system supplied values digital file handling mapping import and export Metadata Cataloging Digital File Handling Structure Map Mapping EXIT Digi
20. he OpenWMS does not validate when an object is created e Select Decided by user If you are not sure of your organization policy select this option The user can decide at the time of object creation Select Obtain Method e Select Upload to the system e Select Keep at an external location This option is recommended for larger objects such videos and audios The external location must be specified in the configuration file This location must be on the same server where the application runs OpenWMS Installation and Configuration Manual V2 0 Beta x Select File Name Option e Select Use system default option if you want the system to rename the files to system assigned unique file names Ex Orig 0001 orig 0002 for master files and pres 0001 pres 0002 for presentation files e Select Specify a different convention if you want to use a different file naming convention Note this option has not been fully tested yet e Select Use original file names provided by user if you want to preserve the original file names Note this option has not been fully tested yet Xi Select Create Digital Object File Policies File policies determine how digital files are handled for each of the digital content types Digital content type represents a class of items with digital objects to be processed in a similar way Plan ahead carefully on what kind of content types you may be dealing with then create file policies for each one of them Dig
21. he elements and subelements in OpenWMS 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 13 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 2 1 1 OpenWMS main 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 view or print statistical reports about your metadata or digital files Metadata and digital objects Create or edit cataloging records create or
22. ility A copy of the bibliographic records in the MySQL PostgreSQL database can be exported as METS and made available to an XML search and retrieval facility such as Lucene or Zebra 7 Page OpenWMS Installation and Configuration Manual V2 0 Beta II Using this Manual There are two sections in this manual Section 1 gives an overview diagram of the OpenWMS modules and brief description of each module Section 2 describes how to configure OpenWMS according to your organization policies 8 Page OpenWMS Installation and Configuration Manual V2 0 Beta Section 1 OpenWMS Overview Diagram An overview diagram of the OpenWMS is shown in Figure 1 0 The OpenWMS software consists of several distinct modules and some of the high level modules are shown here How OpenWMS Works High Level Overview Existing Metadata Records New Metadata Records User Management Role Management In house Marc MODS Organization Collection Setup Template Create Edit Metadata Digital File Handling In house Marc MODS Cataloging Digital File Handling METS package in FOXML forfedora XML Figure 1 1 Overview diagram of the OpenWMS Modules 1 Authentication Authorization module allows users to manage user accounts and the roles according to organization or collection policies 2 Configuration module allows administrators to configure metadata cataloging form required ele
23. iographic utility through the DigiProvMD digital provenance metadata area Import and Export The bibliographic utility in OpenWMS supports batch import of metadata in XML and TXT format at present This is easily expandable to other formats It also supports batch export of metadata in METS and TXT format at present This is also easily expandable to other formats Customization capabilities e Utility Configuration The configuration module allows an organization to configure the metadata schema set up required metadata element setup system policies and file handling policies according to their specific needs e Templates Templates enable the user to increase both efficiency and accuracy when applying metadata to multiple objects in a collection Templates allow an organization to select mandatory data elements and to automatically supply default values for elements in the metadata Templates can be modified and proliferated as warranted for a digital project e Vocabularies New values can be added to existing vocabulary lists and new vocabulary lists themselves can be established in the bibliographic utility Access to this feature is configurable by the organization in order to limit or expand authorization to control vocabularies based on the organization s local needs and staff resources Digital File Handling The OpenWMS supports digital files in all formats It is delivered with Image Magic an open source software to cre
24. ital Content Type Book Text Figure 2 1 29 Digital Object types screen 34 Page OpenWMS Installation and Configuration Manual V2 0 Beta Existing File Policies Not defined Specify Digital File Policies File Properties Archive Type Archival Master File Format TIF file z Generation Original not altered in any vay Datastream ID Prefix TIFF Tha fixed part of letters and or numbers at the beginning of the datastream ID Cineluding dash if any BEFORE the sequeney number File Required Required Obtaln Method x Copy from archived file Keep file at an external location File Name Option Use system default option C specit a different convention C Use original file narne provided by user EXIT Remove E Update Create Figure 2 1 30 Digital Object types screen Create File Policy for presentation file i Select Digital File Handling from the Configuration main screen ii Select File Policies Content Models iii Select Digital Content Type Ex Book iv Select Presentation for web display for Archive Type v Select File Format Ex PDF vi Select Generation Master file could be an original that is not altered in any way or altered to improve the quality of the master file If the file is altered you may want to preserve both masters vii Enter Datastream ID Prefix Ex PDF Note If multiple files are uploaded an integer value PDF1 PDF2
25. ll find detailed instructions in the OpenWMS User Manual 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 Ifa required element lacks a value the system flags the metadata record with M Follow the steps below to specify system wide required elements h i Select Digital Object Workflow Management System from the main menu Select Configuration Select Metadata Cataloging from the Main Configuration Screen Select Required Elements Select Collection or Resource Select Metadata Type Note Source and Technical apply to Resource only 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 Click Update Repeat steps e h for each metadata type 21 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 M
26. ments and default values according to organization or collection policies 3 Administration module allows administrators and or OpenWMS users to manage organizations collections and to perform database cleanup 9 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 6 Mapping module allows users to map organization s existing records to OpenWMS database 7 Batch Import module allows users to batch load records from existing database Section 2 Installing and Configuring OpenWMS A Installation of OpenWMS sk K K K K K Important NOTE KK KK K k Please do not attempt to make any changes to the database directly until you are familiar with the software and the database If you make changes to the database or code it will be difficult for us to provide technical support Please refer to the README txt file which is included in the OpenWMS download package To download the package go to http rucore libraries rutgers edu open dl index php OpenWMS After the installation of OpenWMS 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
27. ndling Structure Map Mapping Batch Import Audit 0 0 o o EXIT Figure 2 1 27 Configuration main screen 28 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 C Metadata C ataloging Digital File Handling Structure Map C File Name Option eens C File Packaging Batch Import Cc Integrity Checking z eee C File Policies Content Models EXIT Figure 2 1 28 Digital File Handling configuration main screen File Integrity Policy Checksum Method sua Checksum Software Option System default software Figure 2 1 24 File Integrity Policy screen 29 Page OpenWMS Installation and Configuration Manual V2 0 Beta 2 4 File policies This option allows you to configure the acceptable file format for original master file presentation file search xml file and thumbnail for each digital object type content model The OpenWMS is delivered with basic default file policies for Photograph and Video You may change or configure new file policies based on your organization s preservation presentation policies The following are some definitions of terms used within OpenWMS Definitions Content Mod
28. rchival file as well as a presentation file If you have selected this option o Specify Copy from this archived file Example master original pdf X Select File Name Option e Select Use system default option if you want the system to rename the files to system assigned unique file names Ex Orig 0001 orig 0002 for master files and pres 0001 pres 0002 for presentation files e Select Specify a different convention if you want to use a different file naming convention Note this option has not been fully tested yet e Select Use original file names provided by user if you want to preserve the original file names Note this option has not been fully tested yet xi Select Create 36 Page OpenWMS Installation and Configuration Manual V2 0 Beta Digital Object File Policies File policies determine how digital files are handled for each of the digital content types Digital content type represents a class of items with digital objects to be processed in a similar way Plan ahead carefully on what kind of content types you may be dealing with then create file policies for each one of them Digital Content Type Book Text Figure 2 1 31 Digital Object types screen Specify Digital File Policies File Properties Archive Type File Format Datastream ID Prefix File Required Obtain Method Software for System generated Source File for System generated Copy from this archived file Presenta
29. tadata Input form under Source Metadata are determined by the value selected in the source Type data element In Source Metadata If your organization Uses 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 TypeOtrezource Default Type OfResouce Dataset Event InteractiveResource Movingimage PhysicalObject Service Bonware Bound Still mage Tot Organization I Option Use default TypeOfResource C This organization has ite own TypeOfResource terms Figure 2 1 9 Type of Resource configuration screen 1 Organization Ananthan University vi Option O use default TypeOfResource This organization has its own TypeOfResource terms Provide terms and Data Dataset Games 0 InteractiveResource v Software x Sumnase x ies x v EEE v ivi Figure 2 1 10 Type of Resource configuration screen 2 19 Page OpenWMS Installation and Configuration Manual V2 0 Beta TypeOfResource SourceType 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 d
30. tal File Handling figures 2 1 20 The OpenWMS is delivered with very basic file handling policies but you may configure the acceptable file format policies based on your organization s need The OpenWMS allows users to upload the original master file e g TIFF for preservation purposes and associated derivative files e g JPEG for presentation purposes 2 1 File name option This option allows you to keep the original file name or to let the OpenWMS rename your file s during file upload process Follow the steps below to configure file name option i Select Digital File Handling from the Configuration main screen ii Select File Name Option iii Select one of the following options e To keep the file names unique within OpenWMS select System Supplied e To customize file name select Specify customized file format If you choose this option you need to supply the name format You may select the prefix from the pick list or enter free text e To keep the original file name select Use Original file name provided by user iv Select Submit 23 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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
31. tal File Handling configuration main screen OpenWMS Installation and Configuration Manual V2 0 Beta 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 Digital File Handling C Structure Map C File Name Option Mapping C File Packaging C Batch Import Cc Integrity Checking z pe C File Policies Content Models EXIT Figure 2 1 26 Digital File Handling configuration main screen Digital Object File Policies File policies determine how digital files are handled for each ofthe digital content types Digital content type represents a class of items with digital objects to be processed in a similar way Plan ahead carefully on what kind of content types you may be dealing with then create file policies for each one of them Digital Content Type I Photograph Stillmage Audio Sound Map Stillmage Perlodioal Text Dataset Text Dataset Stillmage Dataset Sound Dataset Movinglmage 1 Book Text Document Text Pamphlet Text Record Text Transoript Text Manuscript Text Video Movingimage ETD Text ETD Stillmage ETD Sound ETD Movinglmage Figure 2 1 27 Digital object file policies screen 32 Page OpenW
32. these files need to be packaged and archived in one single file tar zip etc indicate your choice below and specify the packaging method Note that packaging will only occur to master achival files Package the archival files Yes No Packaging Method tar v Packaging Software Option System default software v Figure 2 1 26 File Packaging Policy screen 27 Page OpenWMS Installation and Configuration Manual V2 0 Beta 2 3 Integrity checking The OpenWMS has the capability to compute checksum for the original master file s The default method delivered in the current version is SHA1 checksum method If your organization chooses to use a different method code change is required Note If you configure to package the archival master file s into one tar file the checksum will be computed for the tar file otherwise the checksum will be computed for individual file s i Select Digital File Handling from the Configuration main screen ii Select Integrity Checking iii Select SHA1 for Checksum Method iv Select System Default Software for Checksum Software Option v Click Submit 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 syster supplied values digital file handling mapping import and export Metadata Cataloging Digital File Ha
33. tion for web display z l PDF File v PDF The fixed part of letters and or numbers at the beginning of the datastream ID including dash if any BEFORE the sequency number Optional v z C 1 Uploaded to system 2 Created by system 3 Copy from archived file Note Select all possible obtain method for this file type Non system default software Me z j presentation none djvu Note The source file is used by the system to convert to this archival file You can select multiple source files in which case the sequence that you select them matters the system will pick the first available source file in the sequence master original pdf p Figure 2 1 32 Specify file policy for presentation file screen 37 Page OpenWMS Installation and Configuration Manual V2 0 Beta 3 Structure Map The structure map allows navigation points within a digital object It organizes the digital content represented by the lt file gt elements in the METS lt fileSec gt into a coherent hierarchical structure More than one lt structMap gt can be included in a METS document so more than one method of organization is possible e g physical logical or a mixture of the two The structural divisions in the map are represented by division lt div gt elements which can be nested to any depth to allow for very complex hierarchies The OpenWMS allows users to either use a default structure map or create a customized
34. use OpenWMS as delivered proceed to create organization and collection before start creating metadata Refer to the OpenWMS user manual http rucore libraries rutgers edu open projects OpenWMS OpenWMS user manual pdf B Configuring OpenWMS OpenWMS 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 10 Page OpenWMS Installation and Configuration Manual V2 0 Beta account Once the super user account is created the delivered user name and password become 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 e Select Yes to assign super user role and click Submit f Select Cancel to go to the OpenWMS initial screen You have logged in as the system super user You can either review and edit
35. user s authorization authentication information or go to dwms and start working there Manage User Account Digital Object Workflow Management System Cancel Figure 2 1 OpenWMS initial screen 11 Page OpenWMS Installation and Configuration Manual V2 0 Beta User Account First Name Last Name Address Email UserID for login FO Password Re type Password Cancel Submit Figure 1 2 User account screen Role Assignment for Ananthan Kalaivani SUPER USER C ves No Role for this organization o Role forthis modue 3 Role x1 edit roles Current Role Assignment Orgamizstion Module Role Cancel Back Delete Submit Figure 1 3 Role assignment screen 12 Page OpenWMS Installation and Configuration Manual V2 0 Beta Step 2 Digital Workflow Management System This step is optional The configuration module 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 t
36. v If you have selected yes select Tar as the Packaging Method v Select System Default Software for Packaging Software Option vi Click Submit 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 syster supplied values digital file handling mapping import and export Metadata Cataloging Digital File Handling Structure Map Mapping Batch Import Audit 0 0 o o EXIT Figure 2 1 24 Configuration main screen 26 Page OpenWMS Installation and Configuration Manual V2 0 Beta 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 C Metadata C ataloging Digital File Handling C structure Map C File Name Option C Mapping C File Packaging C Batch Import C Integrity Checking z pe C File Policies Content Models EXIT Figure 2 1 25 Digital File Handling configuration main screen File Packaging Policy A digital resource may contain multiple digital files In normal cases these files are individually archived and listed in the separate file sections of the metadata xml document If
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