OpenWMS User Manual - RUcore

OpenWMS User Manual
Workflow Management System for analog and digital
objects
Version 3.3.0
April 2014
Kalaivani Ananthan
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.
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Table of Contents
I.
Introduction to OpenWMS ................................................................................................................................ 5
II.
Using this Manual .............................................................................................................................................. 7
Section A: Overview of the workflow in OpenWMS .................................................................................................. 8
Section B: Detailed Workflow in OpenWMS.............................................................................................................. 9
Section C: Object Hierarchy in OpenWMS ............................................................................................................... 10
Section D: Object Types in OpenWMS ..................................................................................................................... 10
Section E: Using OpenWMS ..................................................................................................................................... 11
1.
Administration ................................................................................................................................................. 11
1.1 User Management
1.2
(Figures 1 to 5)............................................................................................................. 11
Owner/Organization Management
1.3 Collection Management
2.
(Figures 6 to 9) ............................................................................. 17
(Figures 10 to 22) ................................................................................................ 20
Metadata and digital objects ........................................................................................................................... 30
2.1 Create metadata manually
(Figures 23 to 30) ............................................................................................ 31
2.2 Create Template (Figures 31 to 43)............................................................................................................. 38
3.
2.2.1
Collection level template..................................................................................................................... 39
2.2.2
User level template ............................................................................................................................. 44
2.3
Upload Digital Files (Figures 44 to 60) ........................................................................................................ 49
2.4
Batch load existing metadata and digital files (Figures 58 to 64) .............................................................. 61
Export or Interact with Fedora (Figures 65 to 77) ............................................................................................ 68
3.1 Fedora Users .................................................................................................................................................. 68
3.2 Non-Fedora Users .......................................................................................................................................... 74
Section F: Other Administrative Functions .............................................................................................................. 76
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1.
Manage controlled vocabularies (Figures 74 to 78) ....................................................................................... 76
2.
Define Collection Level Required Elements (Figures 79 to 81) ........................................................................ 81
3.
Resource Management (Figures 82 to 84) ....................................................................................................... 83
4.
Admin Log ........................................................................................................................................................ 91
5.
User Process (Not implemented in this release) ............................................................................................. 92
6.
Message Board (Not implemented in this release) ......................................................................................... 92
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I. Introduction to OpenWMS
The OpenWMS is 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 OpenWMS features a METS data architecture which can be used in any METS-based or METScompliant 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. The cataloging module in OpenWMS is based on the
Library of Congress version of OpenMIC.
Major Features:
METS support
The OpenWMS features a METS data architecture which can be used in any METS-based or METScompliant 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 employs the source object, and the entity that is 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
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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 bibliographic utility through the DigiProvMD
(digital provenance metadata) area.
Import and Export
The bibliographic utility 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

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.

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.

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 create presentation formats from tiff images to jpeg images. The organizations can
configure the archival file types and presentation file types according to their specific needs.
Fedora IO
The Fedora IO module interacts with Fedora repository. The objects can be ingested into the
Fedora repository and also can be brought back into the OpenWMS for metadata edits.
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Sample Scenario(s) of Use:
Library or archive with a repository (e.g., Fedora or DSpace repository)
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 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 database component of the utility. A copy
of the bibliographic records in the MySQL database can be exported as METS and made available to
an XML search and retrieval facility, such as Lucene or Zebra.
II. Using this Manual
This manual describes how to use OpenWMS to create and maintain metadata for analog and
digital objects such as photographs, moving images, etc. Note that you must have the OpenWMS
software installed and configured before you can start using the OpenWMS application. Please see
the OpenWMS installation and configuration manual for instructions to install and configure the
software.
Section A provides an overview of the workflow in OpenWMS.
Section B provides a detailed workflow in OpenWMS.
Section C explains the object hierarchy in OpenWMS.
Section D provides details of objects types in OpenWMS.
Section E provides detailed step-by-step instructions to create and maintain digital objects.
Section F provides detailed step-by-step instructions to perform other administrative tasks.
Section G provides a list of figures.
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Section A: Overview of the workflow in OpenWMS
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Section B: Detailed Workflow in OpenWMS
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Section C: Object Hierarchy in OpenWMS
Section D: Object Types in OpenWMS
1. Collection Object
A collection object is a special object that contains the information about the
organization/owner that holds the collection and the description of the collection.
2. Resource Object
A resource object is an item that contains information about the resource that is
being digitized.
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Section E: Using OpenWMS
Note 1: Recommended Browsers – Firefox, IE, and Chrome.
Note 2: Disable pop-up blocking.
Note 3: Enable Cookies.
The OpenWMS application may be used to create and maintain metadata for analog and digital
materials. It can be used as a standalone system or can be integrated with other repositories. There
are three basic steps to create an object in OpenWMS:
1) Administration: Create User, Create Organization, and Create Collection
2) Metadata and Digital Object: Create Resource and upload digital file(s)
3) Export: Ingest into a Fedora repository or export records in XML
The OpenWMS uses collection structure to organize the resources. In order to create resources, a
collection object must be created.
1.
Administration
There should be only one organization/owner record for each organization. You may create as many
collections as you need for each organization. In order to be able to create organization record, you
must have “manage collections” privilege.
1.1 User Management
(Figures 1 to 5)
It is strongly recommended to create individual user accounts to be able to keep track of the work
performed by users. The user information such as user name and email is written in the object XML in
the Digital Provenance Metadata section. Each user account is associated with role(s). If a user
account is not associated with a role, the user cannot log in. A user with super user privileges will be
able to perform all the tasks in the OpenWMS. To create and manage users, the user account must
have “manage users” privilege.
Create User
i.
ii.
iii.
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Select User Account from the Digital Object Workflow Management System main
screen
Select Add from the Registered Users screen.
Enter the following user information:
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a) Enter First Name, Last Name, Affiliation, Address (optional), Email, UserID, and
password.
b) Retype password.
iv.
Role Assignment section:
a. Select “No” to create a regular user account.
b. Select Add Collection. Click on the collection you need to add to users account.
Then close the window.
c. Select the role from the pull down list.
d. If you have to assign permissions to more than one collection, repeat steps b and
c.
e. Click Commit role assignment
f. If you want to remove collection from the list, you can click on the radio button
in front of the collection name to remove it.
v.
vi.
Click Submit.
Click Exit Account Manager to return to the Digital Object Workflow Management
System main screen.
Edit User
i.
ii.
iii.
iv.
v.
vi.
Select User Account from the Digital Object Workflow Management System Main
Screen.
Select the user from the Registered Users screen.
Select Edit.
Edit user information.
Click Submit.
To delete a previously assigned role:
a. Select the radio button in front of the collection of the role.
b. Click OK to delete.
vii.
Click Exit Account Manager to return to the Digital Object Workflow
Management System main screen
Delete User
i. Select User Account from the Digital Object Workflow Management System main
screen.
ii. Select user from the Registered Users screen.
iii. Click Delete User.
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iv. Click OK.
v. Click Exit Account Manager to return to the Digital Object Workflow Management
System main screen.
Create Role
i.
ii.
iii.
iv.
v.
vi.
vii.
Select User Account from the Digital Object Workflow Management System main
screen.
Select Define Roles.
Select WMS Utility from the pull down list for module.
Enter role name and role description in the data entry box.
Select privilege(s) associated with this role. Refer to Table 1 for details of privileges
and permissions.
Click Submit.
Click Exit Account Manager to return to the Digital Object Workflow Management
System main screen.
Edit Role
i.
ii.
iii.
iv.
v.
vi.
vii.
Select User Account from the Digital Object Workflow Management System main
screen.
Select Define Roles.
Select the role from Existing Role(s) list.
Select WMS Utility from the pull down list for module.
Select or unselect privilege. Refer to Table 1 for details of privileges and
permissions.
Click Submit.
Click Exit Account Manager to return to the Digital Object Workflow Management
System main screen.
Delete Role
i.
ii.
iii.
iv.
v.
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Select User Account from the Digital Object Workflow Management System main
screen.
Select Define Roles.
Select the role from Existing Role(s) list.
Click Delete.
Click Exit Account Manager to return to the Digital Object Workflow Management
System main screen.
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Table 1: User Privileges and Permissions
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Figure 1: Digital Object Workflow Management System main screen
Figure 2: Registered Users screen
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Figure 3: Create User screen
Figure 4: Assign Role screen
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Figure 5: Define Role(s) screen
1.2 Owner/Organization Management
(Figures 6 to 9)
Create Owner/Organization:
i.
ii.
iii.
iv.
v.
vi.
vii.
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Select Administration from the Digital Object Workflow Management Main
Screen.
Select Owner.
Select Organization (if the owner is a corporate body) or Person (if the owner is
a person).
Select Create New Organization or Create New Person.
If create New Organization is selected, enter Org ID, Organization Name,
address, and contact information. You may use your organization’s Marc Org ID,
if you have one.
If Create New Person is selected, enter family name, given name and other
relevant metadata.
Click Save.
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Edit Owner/Organization:
i.
ii.
iii.
iv.
v.
Select Administration from the Digital Object Workflow Management Main
Screen.
Select Organization (if the owner is a corporate body) or Person (if the owner is
a person).
Select the Organization or Person you want to edit.
Click Edit.
Change metadata and click Save.
Delete Owner/Organization:
Note: Deleting Organization will delete all the collections and resources belong to this
organization.
i.
ii.
iii.
iv.
v.
Select Administration from the Digital Object Workflow Management Main
Screen.
Select Organization (if the owner is a corporate body) or Person (if the owner is
a person).
Select the Organization or Person to delete.
Click Delete.
Click OK to confirm deletion.
Figure 6: Digital Object Workflow Management main screen
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Figure 7: List of Organization/Owner screen
Figure 8: Create/Edit Organization screen
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Figure 9: Create/Edit Owner screen
1.3 Collection Management
(Figures 10 to 22)
A collection object is a special object that contains information about the owner that holds the
collection and the description of the collection. It keeps all the resources that belong to a
collection together. The collection structure in OpenWMS is hierarchical and you may create as
many collection objects for each owner.
Create Parent (Top-level) Collection
i.
ii.
iii.
iv.
v.
vi.
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Select Administration from the Digital Object Workflow Management System main
screen.
Select Collection.
Select Add New.
A message window will appear prompting you to confirm the action. Click OK.
Enter metadata for the collection. Enter a collection ID in the identifier field. Do not
enter any special characters, period, and “/” in ID value. At Rutgers, collection ID is
supplied by the system.
Click Save.
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Create Sub-collection
i.
Select Administration from the Digital Object Workflow Management System main
screen.
Select Collection.
Select the Parent Collection.
Select Add New.
A message window will appear prompting you to confirm the action. Click OK.
Enter metadata for the collection. Enter a collection ID in the identifier field. Do not
enter any special characters, period, and “/” in ID value. At Rutgers, collection ID is
supplied by the system.
Click Save.
ii.
iii.
iv.
v.
vi.
vii.
Edit Collection/sub-collection
i.
Select Administration from the Digital Object Workflow Management System main
screen.
Select Collection.
Select the Collection to edit.
Click Edit.
Make changes.
Click Save.
ii.
iii.
iv.
v.
vi.
Delete Collection/sub-collection
Note: Deleting collection will delete all the resources belong to the collection.
i.
ii.
iii.
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Select Administration from the Digital Object Workflow Management System main
screen.
Select Collection to delete.
Click Delete.
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Figure 10: Digital Object Workflow Management System main screen
Figure 11: Create collection screen
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Figure 12: Collection metadata entry form screen
View Collection
There are three options available to view a collection record: METS, FOXML (Fedora Object XML
for Fedora repositories), and TEXT.
i.
ii.
iii.
iv.
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Select Administration from the Digital Object Workflow Management System main
screen.
Select Collection to view.
Select FOXML, METS, or TEXT.
Click ‘x’ to close pop-up the window.
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Figure 13: View collection record in METS XML
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Figure 14: View collection record in FOXML
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Figure 15: View collection record in TEXT
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Edit Collection Hierarchy
i.
ii.
iii.
iv.
v.
vi.
vii.
Select Administration from the Digital Object Workflow Management System main
screen.
Click Edit Collection Hierarchy button.
Click on the radio button in front of the collection name to select collection that you
want to move from.
Click on the radio button in front of the collection name to select collection that you
want to move to.
A message window will appear, click OK to move collection to destination collection.
A message window will appear prompting you to confirm the action. Click OK to commit
change.
Click Expand all button to view the change.
Note: Only one collection can be changed at a time.
Figure 16: Digital Object Workflow Management System main screen
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Figure 17: Edit collection hierarchy screen
Figure 18: Edit collection hierarchy screen 2
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Figure 19: Edit collection hierarchy screen 3
Figure 20: Edit collection hierarchy screen 4
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Figure 21: Collection administration screen (before editing collection hierarchy)
Figure 22: Collection administration screen (after editing collection hierarchy)
2.
Metadata and digital objects
You must have a collection record created before you can start creating metadata record for resources.
There are two ways to create metadata record in OpenWMS.
1) Create metadata manually.
2) Batch load metadata from an existing database.
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2.1 Create metadata manually (Figures 23 to 30)
Tips:
1. In some cases, all or many of the resources in a collection will share the same metadata. Some
technical metadata and rights metadata might be identical. The template utility allows
collection managers and metadata creators to create generic records that contain default
data. When a template is enabled, this default data is added to the metadata record
automatically when Create New Record is selected.
2. Templates can be enabled for the entire collection or for a specific resource. To create and to
enable a template, refer to section 2.1.1.
3. To enable a template for a specific resource, click on Template at top of the metadata entry
screen, select a template, and click Apply.
i. Select Metadata and Digital Object from the Digital Object Workflow Management
System main screen.
ii. Select Collection from the collection list.
iii. Click Create New Record from the Metadata and Digital Objects tab.
iv. Select the Content Model.
v. Enter descriptive, source, technical and rights metadata. For detailed information about
the metadata elements, please refer to Metadata Guides found online under
OpenWMS project page.
vi. Click Save.
Edit Metadata
i. Select Metadata and digital objects from the Digital Object Workflow Management
System main screen.
ii. Select Collection from the collection list.
iii. Select the record you want to edit and click Edit.
iv. Make changes.
v. Click Save.
Delete Metadata
i.
ii.
iii.
iv.
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Select Metadata and Digital Object from the Digital Object Workflow Management
System main screen.
Select Collection from the collection list.
Select the record you want to delete.
Click Delete.
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v.
Click OK.
Figure 23: Digital Workflow Management System main screen
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Figure 24: Existing metadata records screen
Figure 25: Create new record screen
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Figure 26: Descriptive metadata entry form
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Metadata Screen Navigation Help
CLEAR ALL
VIEW ENTRIES
Clear all data values in the
record.
View metadata in plain
text.
APPLY TEMPLATE
EXIT
SAVE
Exit without
saving data
values.
Enable collection level template
or personal template when
creating metadata record.
Save all data
values and exit.
Tab to Toggle between Descriptive
MD, Source MD, Technical MD, and
Rights MD.
NAVIGATOR
Enter Descriptive Metadata
for multiple items
Jump to an element on this
page. Use mouse scroll wheel
to move up and down the list.
Create multiple items
metadata within a resource
object.
Figure 27: Screen navigation help
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View Metadata
i.
ii.
iii.
iv.
Select Metadata and Digital Object from the Digital Object Workflow Management
System main screen.
Select Collection from the Organization List.
Select the record.
Select METS, FOXML or TEXT.
Figure 28: View resource metadata in METS
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Figure 29: View resource metadata in FOXML
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Figure 30: View resource metadata in TEXT
2.2 Create Template (Figures 31 to 43)
You can create two different templates in the OpenWMS -- collection level and user level. A collection
level template can be applied to all resources in the collection. To create a collection level template,
the user must have “Configure Cataloging Utility” permission. If the collection level template is set as a
default template, it is applied to the metadata record automatically when “Create New Record” is
selected. If it is not set as a default template, metadata creators can enable the template at the time
the metadata record is created.
User level templates are created by metadata creators. A template created at this level is available to
the creator of the template only. If a user level template is set as a default template, it is applied to
the metadata record automatically when “Create New Record” is selected. If it is not set as a default
template, metadata creators can enable the template at the time the metadata record is created.
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2.2.1
Collection level template
Create template
i.
Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the collection list.
Select Template.
Select Create/Edit template for: Current Collection.
Select Create New Template.
Select the Content Model. You will get a screen similar to Create New Record
screen.
You may either create a new template or use an existing collection template
record to create a new template.
ii.
iii.
iv.
v.
vi.
vii.
a) To create a new template:
o Select main for Title Information Type.
o Enter Title for the template.
o Enter metadata in the metadata elements.
o Click Save.
o If you want to save this template as a default template, click Set/unset
Default button from the Existing Templates screen.
b) To create a new template using an existing metadata record:
o Select Use Existing Metadata.
o Select the metadata base: resource or collection level template or
user level template
o Select the resource.
o Click OK.
o Select main for Title Information Type.
o Enter Title for the template.
o Click Save.
o If you want to save this template as a default template, click Set
Default button.
Edit template:
i.
ii.
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Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the collection list.
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iii.
iv.
v.
vi.
vii.
Select Template.
Select the template from the Template List.
Click Edit Template.
Make changes.
Click Save.
Delete template:
i. Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
ii. Select the collection from the Collection List.
iii. Select Template.
iv. Select a template from the Template List.
v. Click Delete.
Figure 31: Digital Workflow Management System screen
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Figure 32: Existing templates screen
Figure 33: Create new template screen
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Figure 34: Template metadata entry screen
Figure 35: Existing templates screen
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View template
i.
ii.
iii.
iv.
v.
Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the collection list.
Select Template.
Select the template from the Template List.
Click METS or TEXT.
.
Figure 36: View template metadata in METS
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Figure 37: View template metadata in TEXT
2.2.2
User level template
Create template
i.
ii.
iii.
iv.
v.
vi.
vii.
Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the Collection List.
Select Template.
Select Create/Edit template for: Current User.
Select Create New Template.
Select a Content Model. You will get a screen similar to Create New Record
screen.
You may either create a new template or use an existing metadata record as a
new template.
a) To create a new template:
o
o
o
o
o
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Select main for Title Information Type.
Enter a Title for the template.
Enter metadata.
Click Save.
If you want to save this template as a default template, click Set Default
button.
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b)
To create a new template using an existing metadata record: (see figure
2.1.1.13)
o Select Use Existing Metadata.
o Select the metadata base: resource or collection level template or user
level template.
o Click OK.
o Select main for Title Information Type.
o Enter a Title for the template.
o Click Save.
o If you want to save this template as a default template, click Set Default
button.
Edit template:
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the Collection List.
Select Template.
Select Create/Edit template for: Current User.
Select the template.
Click Edit.
Make changes.
Click Save.
Delete template:
i.
ii.
iii.
iv.
v.
vi.
vii.
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Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the Collection List.
Select Template.
Select Current User.
Select the template.
Click Delete.
Click OK.
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Figure 38: Existing template screen
Figure 39: Create a new user level template
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Figure 40: User level template metadata entry form
Figure 41: Create user level template using existing resource
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View template:
i.
ii.
iii.
iv.
v.
vi.
Select Metadata and digital objects from the Digital Object Workflow
Management main screen.
Select the collection from the Collection List.
Select Template.
Select Current User or Current Collection.
Select the template.
Click METS to view in XML or Text to view in plain text.
Figure 42: View a user level template in METS
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Figure 43: View a user level template in TEXT
2.3
Upload Digital Files (Figures 44 to 60)
This module needs to be configured before proceeding. See the Installation and Configuration Manual for
details. The options available to upload digital files are dependent on the file policies. The OpenWMS supports
preserving the original master files (high resolution files such as TIFF file) and presentation files (web
presentation files such as JPEG file) for user access. The OpenWMS administrator may configure the file policies
based on the organization’s needs.
i. Select Metadata and digital objects from the Digital Object Workflow Management
System main screen.
ii. Select Collection from the collection list.
iii. If you are uploading digital file(s) to a new record, select Create New Record.





Select a content model from the list.
Enter Type of Item.
Enter Title.
Click Digital Files.
Go to step (v).
iv. If you are uploading digital file(s) to an existing metadata record, select the record and
click Upload Digital Files.
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v. Select Instructions for file processing from the Digital File Handler screen: individual
files or a directory (or tar/zip file) containing mixed file types.
vi. Select Archival File Type. Note: The file upload options available depend on the file
policies for each digital object content type. See the configuration manual for more
details.
vii. Select File Obtaining Method. The OpenWMS is capable of generating generic
presentation formats such as JPEG. Note: The options available depend on the file
policies.
viii. Enter custom label for each datastream ,if you don’t want to display the default
datastream labels such as DJVU-1, PDF-1.
ix. Select location of files to be uploaded.
x. If you have selected Local, follow the steps below:
 If you are uploading more than one file, click Add more upload fields;
 Browse and select the file(s).
 Click Submit.
 On the File Processing Status pop-up window, check file upload status, then click
closing this window.
 Some uploads may take longer. Click Refresh from the Digital File Handler
screen to check the log of file upload.
 Click on the radio button next to the file to remove the file from the object.
 Click Clear Log to clear the log.
 Click Back to Metadata to return to the metadata form.
 Click Save to save the object.
xi.
If you have selected Server, follow the steps below:
 Select How to specify the files to be uploaded and click Continue.
 If you have selected Manually select individual file names:
o If you are uploading more than one file, click Add more upload fields.
o Browse the file system and click on the file to upload
o Click Submit.
 If you have selected Provide a list of file names,
o Browse the file system and highlight the files to upload
o Click Submit.
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 If you have selected Specify a range by providing the first and last file name,
o
o
o
o
o
o
o
Click Browse.
Browse the files and select the first page of the digital object.
Click Set First File Name.
Browse the files and select the last page of the digital object.
Click Set Last File Name.
Click Close to return to the previous menu.
Click Submit to start uploading files.
Note: This option works well for a book object or any multi page object but the
file names must be in sequential order (IMG0001.tiff, IMG0002.tiff).
 On the File Processing Status popup window, check file upload status, then click
closing this window.
 Click Refresh to check the log of file upload.
 Click on the radio button next to the file to remove the file from the object or
click on Delete All Files to delete all the files.
 Click Clear Log to clear the log.
 Click Back to Metadata to return to the metadata form or click Exit to Record
List to return to the Existing Records screen.
 Click Save to save and exit the object.
xi. Click Back to Metadata to return to the metadata form or click Exit to Record List to
return to the Existing Records screen.
xii. Click Continue.
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Figure 44: Create new record screen
Figure 45: Create metadata screen
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Figure 46: Upload file selection screen
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Figure 47: Digital file location selection screen
Figure 48: Upload digital file from local PC/server screen
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Figure 49: Digital File upload from server file selection screen
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Figure 50: Provide a list of files names selection screen
Figure 51: Select digital files – provide a list of files -- screen
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Figure 52: Select digital files – provide a list of files – screen 2
Figure 53: Upload digital file from server—specify a range of files screen
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Figure 54: Set first file and last file name screen
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Figure 55: Set first file and last file name screen 2
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Figure 56: Set first file and last file name screen 3
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Figure 57: Digital file handler status screen
2.4
Batch load existing metadata and digital files (Figures 58 to 64)
The OpenWMS provides batch loading capabilities to import metadata records from existing
database(s). It has built-in MARCXML and MODS XML mapping tools, developed by Library of
Congress, which automatically map metadata into the OpenWMS database. If metadata is in any other
format, you need to map your data elements to OpenWMS database using the Mapping Utility using
the “in-house” option. Follow the instructions below to batch load metadata from existing
database(s).
A: Map metadata elements
i. Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
ii. Select Batch Import.
iii. Select Mapping.
iv. Select WMS internal schema to map your metadata elements.
v. Select Create or Revise Mapping.
vi. You may either create a new mapping or edit an existing mapping.
vii. To create a new mapping:
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



Enter a map name.
Select a schema of your records.
If you have selected MARC (xml) or MODS (xml), mapping is automatically provided by
OpenWMS.
If you have selected “in-house (text)”, you must map metadata elements from the inhouse database to OpenWMS database. You also need to export the metadata in .txt
format from the native database.
a) Provide field list.
 Enter the name of the elements in the same order as it appears in the inhouse database.
 If there are more than 10 elements in the database, click More fields.
 Use edit tools “<<” and “x” to insert or remove data elements from the
field list.
 Enter the field delimiter used in metadata text file.
 Click Update Fields.
b) Map metadata fields.
 Select the element on the left side of the window from the in-house
database and select the appropriate OpenWMS database element. This
will automatically map these two elements and these elements will
appear in the mapping list. To delete mapping of an element, click on
the radio button.
 If the data elements have multiple values, enter the value separator in
the “Multi-value Separator” box in the mapping results window.

When you are done with mapping, click Save.
viii. Click Upload sample records. Before starting the batch import, it is recommended to view
mapping of sample records.
ix. Select the mapping from the pull down list.
x. Browse and Upload the sample text file. It is recommended to prepare a sample file with a few
records to test mapping.
xi. Click Submit.
xii. Select Check Map from the Mapping Screen.
 Select a Mapping for review.
 Sample records will be displayed on the screen.
 Select a record and click on TEXT or XML (METS).
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 Review uploaded records. If you are satisfied with the mapping results,
proceed to batch import.
xiii. Click Exit to return to the Metadata and Digital Object Main screen.
Figure 58: Batch import mapping screen
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Figure 59: Create or Revise mapping screen
Figure 60: Map metadata to WMS format step 1 screen, “in-house (text)” schema
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Figure 61: Map metadata to WMS format step 2 screen, “in-house (text)” schema
Figure 62: Review mapping with uploaded samples
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B: Batch Import
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
ix.
x.
xi.
xii.
xiii.
xiv.
xv.
xvi.
xvii.
xviii.
xix.
xx.
xxi.
xxii.
Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
Select Collection from the collection list.
Select Batch Import from the Metadata and Digital Object Main Screen.
Select Batch Import tab.
Select Metadata Schema.
Select Record Format (XML for MARC and MODS; TXT (tab-delimited) for in-house (text)).
Select Mapping Name.
Select “Yes” if the text file has already been uploaded, otherwise, select “No”.
If you have selected “Yes”, select an uploaded file to import.
Click Import.
If you have selected “No”, you will be prompted to select the location of the file.
Select “Local Computer” if the file is on the PC; otherwise, select “Server”.
If you have selected “Local Computer”, browse and select the file.
Click Upload.
If you have selected “Server”, enter the absolute path of the file.
Click Upload.
If you are importing digital files: select “Yes”, otherwise select “No.”
If you have selected “Yes”, specify digital file processing details.
If some of the metadata values are imported from a template, select “Yes”; select a template.
Click Import.
Click Refresh check the status of the import.
Once the import is completed, you will be able to review the records in the metadata record
list. Exit from the import screen and select Create/Edit Digital Object. If there are any errors,
review the records failed, and reload them.
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Figure 63: Batch import screen
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Figure 64: Batch import 3 steps screen
3.
Export or Interact with Fedora (Figures 65 to 77)
3.1 Fedora Users
The OpenWMS interacts with the Fedora repository using the Fedora I/O module. Metadata creators
can ingest objects into Fedora individually or in batch mode; Metadata creators can also bring objects
from the Fedora repository into WMS forms to perform metadata edits. Please note that the
OpenWMS does not allow users to replace digital files once an object is ingested into the Fedora
repository.
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Ingesting objects into the Fedora repository
i. Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
ii. Select Collection from the collection list.
iii. Select Fedora IO.
iv. Select Ingest to Fedora.
v. Select resource(s).
vi. Click Ingest.
vii. The status of the ingest process is be displayed under “Status.” There are three statuses: OK
(Object is ready for ingest), In progress (Object is being ingested), Done (Object is ingested),
and Failed (Problem with the ingest process)
Editing objects ingested into the Fedora Repository
i. Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
ii. Select Collection from the collection list.
iii. Select Fedora IO.
iv. Select Edit Fedora Objects.
v. Search for object by Title or Fedora ID. Enter ‘*’ to search everything in the selected collection.
vi. Select the resource to edit.
vii. Click Edit.
viii. Make changes to metadata.
ix. Click Save.
x. Select the metadata type you have edited. If you have edited in all metadata types, select all of
them and add a comment.
xi. Click Submit.
Viewing objects that are ingested into the Fedora Repository
i.
ii.
iii.
iv.
v.
vi.
vii.
Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
Select Collection from the collection list.
Select Fedora IO.
Select Edit Fedora Objects.
Search for object by Title or Fedora ID. Enter ‘*’ to search everything in the selected collection.
Select the resource to view.
Click View.
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Purge/Reingest
If the ingested object is still in the WMS, select the object and click on “Purge/Reingest”. This action
will purge the object in Fedora and re-open the record in WMS. Once the object is re-opened, it will be
displayed in the Record List in Metadata/Digital Object section.
You can add more metadata or correct metadata and ingest the object.
Figure 65: Digital Object Workflow Management System main screen
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Figure 66: Metadata and Digital Object main screen
Figure 67: Fedora IO screen
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Figure 68: Fedora IO ingest screen
Figure 69: Ingest status window
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Figure 70: Editing objects in Fedora repository main screen
Figure 71: Editing object in Fedora repository – metadata screen
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Figure 72: Record viewed in XML screen
3.2 Non-Fedora Users
There are two possible scenarios in which you may export records:
1) Organizations using a repository may export the bibliographic records in the OpenWMS database
as METS and convert to your repositories native schema using third-party tools or XSLT
transformations provided by you.
2) Organizations with no repository may export a copy of the bibliographic records in the OpenWMS
database as METS and made available to an XML search and retrieval facility, such as Lucene or
Zebra.
Follow the instructions below to export records:
i.
Select Metadata and digital objects from the Digital Object Workflow Management System
main screen.
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ii.
iii.
iv.
v.
vi.
vii.
viii.
Select Collection from the collection list.
Select Export from the Main Cataloging Screen.
Select Export Format (METS).
Select Export Destination (File).
Click one record per file for file option.
Select File Name Prefix.
Specify record(s) to export. There are three options available.
o
“All records of this collection” will export every record in the collection in a separate file
under the export directory configured by the system administrator.
o If “A subset of this collection “is selected, a pop-up box will be prompted to select a
range to export.
o If “Single record” is selected, a pop-up box will be prompted to select a record to export.
ix.
x.
Click Export.
Click Refresh to monitor the progress of export.
Figure 73: Export screen
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Section F: Other Administrative Functions
A few administrative functionalities in the OpenWMS are available to users with “superuser” privilege
or cataloging utility privilege only. They are:
1) Manage controlled vocabularies
2) Define collection level required elements
3) Manageresources
1. Manage controlled vocabularies (Figures 74 to 78)
Controlled vocabulary terms can be added while creating metadata record, creating a metadata
template or using the configuration module. Using the Controlled Vocabulary module, you may:
a)
b)
Add a new term source (authority) to an element;
Add terms to a term source (authority);
Add Controlled Vocabularies
i.
ii.
iii.
iv.
v.
Click on the green Navigator from the metadata entry screen.
Select Edit CV.
Select Item Type.
Select Metadata Type.
If you are adding terms to source metadata, select Source type; if you are entering
technical metadata, select Type of Resource.
a) To add a new term source (authority) to an element:
o Locate the element name.
o Click on Term source.
o Enter the term source in the white box. If you are entering multiple terms,
separate each term with a semi-colon.
o Click Submit.
o Click OK.
o Click OK if you are done, otherwise, click Cancel.
b) To add terms to an authority:
o Locate the element name.
o Select the Term Source.
o Enter terms. If you are entering multiple terms, separate each term with a
semi-colon.
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o Click Submit.
o Click OK.
o Click OK if you are done, otherwise, click Cancel.
Edit Controlled Vocabularies
i.
ii.
iii.
iv.
v.
Click on the green Navigator from the metadata entry screen.
Select Edit CV.
Select Item Type.
Select Metadata Type.
If you are editing terms in source metadata, select Source type; if you are entering
technical metadata, select Type of Resource.
a) To edit a term source (authority):
o If the term source (authority) has associated terms, follow instructions to
add new term source (authority) and the associated terms.
o Then delete the terms and the term source (authority).
b) To edit terms:
o Locate the element name.
o Select the Term Source.
o Edit terms. If you are editing multiple terms, separate each term with a
semi-colon.
o Click Submit.
o Click OK.
o Click OK if you are done, otherwise, click Cancel.
Delete Controlled Vocabularies
i.
ii.
iii.
iv.
v.
Click on the green Navigator from the metadata entry screen.
Select Edit CV.
Select Item Type.
Select Metadata Type.
If you are deleting terms in source metadata, select source type; if you are entering
technical metadata, select Type of Resource.
a)
Delete a term source (authority) from an element:
o If the term source (authority) has associated terms, follow instructions to add
new term source (authority) and the associated terms.
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o Then delete the terms and the term source (authority).
b)
Delete terms from a term source (authority):
o
o
o
o
o
o
Locate the element name.
Select the term source (authority).
Delete terms in the white box.
Click Submit.
Click OK.
Click OK if you are done, otherwise, click Cancel.
Figure 74: Navigating Cataloging Utility screen
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Figure 75: Controlled vocabularies screen
Figure 76: Controlled vocabularies term source selection screen
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Figure 77: Controlled vocabulary terms screen
Figure 78: Controlled vocabularies confirmation screen
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2. Define Collection Level Required Elements (Figures 79 to 81)
The OpenWMS allows users with super user privilege to define required elements at collection level.
The elements that are set as required are validated by OpenWMS, and if any elements are missing
values, they are flagged with an “M”.
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
ix.
x.
xi.
xii.
xiii.
Select Configuration from the Digital Object Workflow Management System
main screen.
Select Cataloging.
Select Required fields.
Select item type.
Select metadata type.
Select Customize collection level required elements.
Select or create a customization: the collection(s).
Select/Change collection.
Select collection.
Click on the element(s).
Select Yes to set the field and all of its subfields as required field.
Click Save.
Follow steps i – x to set required elements in other metadata types.
To disable required elements:
i.
ii.
iii.
Click on the element.
Select Yes to remove the element from required element list.
Click Save.
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Figure 79: Required elements configuration screen
Figure 80: Set required elements
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Figure 81: Remove required elements screen
3. Resource Management (Figures 82 to 84)
This module allows users with cataloging utility privilege to:
1) Clean up database or reopen resource for editing or re-ingesting
2) Change affiliation (change collection/ownership)
3) Edit Raw XML
4) Manage collection owner
1) Clean up database or reopen resource for editing or re-ingesting
i.
Select Administration from the Digital Object Workflow Management System main screen.
i.
ii.
iii.
iv.
v.
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Select resource.
Select Collection.
To delete records from the WMS database: Select resource and click Delete.
To re-open a record to edit or re-ingest: Select the resource and click Reopen.
Click OK to confirm.
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Figure 82: Resource management screen
2) Change Affiliation
The OpenWMS allows users to change the collection owners of the resources.
Add collection owner
i.
ii.
iii.
iv.
v.
vi.
vii.
Select Administration from the Digital Object Workflow Management System main
screen.
Select resource.
Select Collection.
Select the resource.
Click on Add collection owner.
Click OK to confirm.
You will be presented with a list of collections in WMS. Select the collection. The
resource belongs to two collection owners now.
Change collection owner
i.
ii.
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Select Administration from the Digital Object Workflow Management System main
screen.
Select resource.
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iii.
iv.
v.
vi.
vii.
Select Collection.
Select the resource.
Click on Change collection owner.
Click OK to confirm.
You will be presented with a list of collections in WMS. Select the collection. The
resource DOES not belong to this collection owner now.
Remove collection owner
i.
ii.
iii.
iv.
v.
vi.
vii.
Select Administration from the Digital Object Workflow Management System main
screen.
Select resource.
Select Collection.
Select the resource.
Click on Remove collection owner.
Click OK to confirm.
You will be presented with a list of collections in WMS. Select the collection. The
resource collection owner will be removed from the resource.
Figure 83: Change affiliation screen
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Figure 84: Change affiliation screen
3) Edit Raw XML
i. Select Administration from the Digital Object Workflow Management System main
screen.
ii. Select resource.
iii. Select Edit Raw XML.
iv. Enter WMS System ID.
v. Click Retrieve.
vi. WMS will return the XML for this object in the window below. View the XML and
identify the problematic character.
vii. Replace the character and click Submit.
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Figure 85: Edit Raw XML screen
4) Owner Management
Add new organization
i.
ii.
iii.
iv.
v.
Select Administration from the Digital Object Workflow Management System main screen.
Select Owner.
Select Create New Organization.
Enter organization information.
Click Save.
Edit organization
i.
ii.
iii.
iv.
v.
vi.
Select Administration from the Digital Object Workflow Management System main screen.
Select Owner.
Select the organization to edit.
Click Edit.
Make changes.
Click Save.
Delete organization
i.
ii.
iii.
iv.
Select Administration from the Digital Object Workflow Management System main screen.
Select Owner.
Select the organization to delete.
Click Delete. Note: If there are resources in an organization, move them to another
organization before deleting.
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Figure 86: Organization management screen
Figure 87: Personal owner management screen
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Figure 88: Add new organization screen
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Figure 89: Edit Organization screen
Figure 90: Add personal owner screen
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Figure 91: Edit personal owner screen
4. Admin Log
The OpenWMS logs administration activities in the Admin Log section. Activities such as create collection, edit
collection, add/edit controlled vocabulary terms are written to the Admin Log file.
Figure 92: Admin Log screen
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5. User Process (Not implemented in this release)
6. Access Control
New
This feature allows you to setup temporary access restriction to selected or all WMS modules for all users. Select
the WMS module you want to restrict access to, enter starting date/time and ending date/time, and User
Message. Then click on Submit.
Figure 93: Access Control
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Table of Figures
Figure 1: Digital Object Workflow Management System main screen .................................................................... 15
Figure 2: Registered Users screen............................................................................................................................ 15
Figure 3: Create User screen .................................................................................................................................... 16
Figure 4: Assign Role screen .................................................................................................................................... 16
Figure 5: Define Role(s) screen ................................................................................................................................ 17
Figure 6: Digital Object Workflow Management main screen ................................................................................ 18
Figure 7: List of Organization/Owner screen ........................................................................................................... 19
Figure 8: Create/Edit Organization screen............................................................................................................... 19
Figure 9: Create/Edit Owner screen ........................................................................................................................ 20
Figure 10: Digital Object Workflow Management System main screen .................................................................. 22
Figure 11: Create collection screen ......................................................................................................................... 22
Figure 12: Collection metadata entry form screen .................................................................................................. 23
Figure 13: View collection record in METS XML ...................................................................................................... 24
Figure 14: View collection record in FOXML ............................................................................................................ 25
Figure 15: View collection record in TEXT................................................................................................................ 26
Figure 16: Digital Object Workflow Management System main screen .................................................................. 27
Figure 17: Edit collection hierarchy screen .............................................................................................................. 28
Figure 18: Edit collection hierarchy screen 2 ........................................................................................................... 28
Figure 19: Edit collection hierarchy screen 3 ........................................................................................................... 29
Figure 20: Edit collection hierarchy screen 4 ........................................................................................................... 29
Figure 21: Collection administration screen (before editing collection hierarchy) ................................................. 30
Figure 22: Collection administration screen (after editing collection hierarchy) ................................................ 30
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Figure 23: Digital Workflow Management System main screen ............................................................................. 32
Figure 24: Existing metadata records screen .......................................................................................................... 33
Figure 25: Create new record screen ....................................................................................................................... 33
Figure 26: Descriptive metadata entry form ........................................................................................................... 34
Figure 27: Screen navigation help............................................................................................................................ 35
Figure 28: View resource metadata in METS ........................................................................................................... 36
Figure 29: View resource metadata in FOXML ........................................................................................................ 37
Figure 30: View resource metadata in TEXT ............................................................................................................ 38
Figure 31: Digital Workflow Management System screen ...................................................................................... 40
Figure 32: Existing templates screen ....................................................................................................................... 41
Figure 33: Create new template screen................................................................................................................... 41
Figure 34: Template metadata entry screen ........................................................................................................... 42
Figure 35: Existing templates screen ....................................................................................................................... 42
Figure 36: View template metadata in METS ......................................................................................................... 43
Figure 37: View template metadata in TEXT ........................................................................................................... 44
Figure 38: Existing template screen ......................................................................................................................... 46
Figure 39: Create a new user level template .......................................................................................................... 46
Figure 40: User level template metadata entry form .............................................................................................. 47
Figure 41: Create user level template using existing resource ................................................................................ 47
Figure 42: View a user level template in METS........................................................................................................ 48
Figure 43: View a user level template in TEXT ......................................................................................................... 49
Figure 44: Create new record screen ....................................................................................................................... 52
Figure 45: Create metadata screen.......................................................................................................................... 52
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Figure 46: Upload file selection screen .................................................................................................................... 53
Figure 47: Digital file location selection screen ....................................................................................................... 54
Figure 48: Upload digital file from local PC/server screen ...................................................................................... 54
Figure 49: Digital File upload from server file selection screen ............................................................................... 55
Figure 50: Provide a list of files names selection screen ....................................................................................... 56
Figure 51: Select digital files – provide a list of files -- screen ................................................................................. 56
Figure 52: Select digital files – provide a list of files – screen 2............................................................................... 57
Figure 53: Upload digital file from server—specify a range of files screen ............................................................. 57
Figure 54: Set first file and last file name screen ..................................................................................................... 58
Figure 55: Set first file and last file name screen 2 .................................................................................................. 59
Figure 56: Set first file and last file name screen 3 .................................................................................................. 60
Figure 57: Digital file handler status screen............................................................................................................. 61
Figure 58: Batch import mapping screen ................................................................................................................. 63
Figure 59: Create or Revise mapping screen ........................................................................................................... 64
Figure 60: Map metadata to WMS format step 1 screen, “in-house (text)” schema .............................................. 64
Figure 61: Map metadata to WMS format step 2 screen, “in-house (text)” schema .............................................. 65
Figure 62: Review mapping with uploaded samples ............................................................................................... 65
Figure 63: Batch import screen ................................................................................................................................ 67
Figure 64: Batch import 3 steps screen ................................................................................................................... 68
Figure 65: Digital Object Workflow Management System main screen .................................................................. 70
Figure 66: Metadata and Digital Object main screen .............................................................................................. 71
Figure 67: Fedora IO screen ..................................................................................................................................... 71
Figure 68: Fedora IO ingest screen .......................................................................................................................... 72
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Figure 69: Ingest status window .............................................................................................................................. 72
Figure 70: Editing objects in Fedora repository main screen................................................................................. 73
Figure 71: Editing object in Fedora repository – metadata screen ......................................................................... 73
Figure 72: Record viewed in XML screen ................................................................................................................. 74
Figure 73: Export screen .......................................................................................................................................... 75
Figure 74: Navigating Cataloging Utility screen ....................................................................................................... 78
Figure 75: Controlled vocabularies screen............................................................................................................... 79
Figure 76: Controlled vocabularies term source selection screen........................................................................... 79
Figure 77: Controlled vocabulary terms screen ....................................................................................................... 80
Figure 78: Controlled vocabularies confirmation screen ......................................................................................... 80
Figure 79: Required elements configuration screen................................................................................................ 82
Figure 80: Set required elements ............................................................................................................................ 82
Figure 81: Remove required elements screen ......................................................................................................... 83
Figure 82: Resource management screen ............................................................................................................... 84
Figure 83: Change affiliation screen ....................................................................................................................... 85
Figure 84: Change affiliation screen ........................................................................................................................ 86
Figure 85: Edit Raw XML screen ............................................................................................................................... 87
Figure 86: Organization management screen.......................................................................................................... 88
Figure 87: Personal owner management screen ..................................................................................................... 88
Figure 88: Add new organization screen ................................................................................................................. 89
Figure 89: Edit Organization screen ......................................................................................................................... 90
Figure 90: Add personal owner screen .................................................................................................................... 90
Figure 91: Edit personal owner screen .................................................................................................................... 91
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Figure 92: Admin Log screen .................................................................................................................................... 91
Figure 93: Access Control ......................................................................................................................................... 92
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