1. OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries http://digitalprojects.libraries.uc.edu Linda.newman@uc.edu OhioLINK DRC Input Forms Workshop 3-15-2011 Catalina Oyler Digital Initiatives Coordinator The Five Colleges of Ohio coyler@oberlin.edu

2. Don’t forget about Templates: You can use templates to control fields. Edit Collection  Edit Item Template (found after ‘Current logo’)

3. Templates in Use: This is how the input form looks:

4. Structure of input-forms.xml Header: Form Map: Form Definitions: Value Pairs: Footer:

5. Documentation: Chapter 14.4 of the “DSpace Manual” for release 1.6.0: http://www.dspace.org/1_6_0Documentation/ch14.html#N183C7 For the entire manual see: http://www.dspace.org/1_6_0Documentation/index.html PDF: http://www.dspace.org/1_6_0Documentation/DSpace-Manual.pdf

6. Field definitions dc contributor author true Author name Enter the name of the author of this item. You must enter an author. It’s good to label each field with a comment : Elements for each field: dc-schema dc-element dc-qualifier repeatable label input-type hint required If a field is not required, omit any content between the tags. It’s good to label each field with a comment : Elements for each field: dc-schema dc-element dc-qualifier repeatable label input-type hint required If a field is not required, omit any content between the tags. Other elements (consult online documentation: visibility vocabulary

7. Input Types onebox -- A single text-entry box. textarea -- Large block of text that can be entered on multiple lines. name -- Personal name, with separate fields for surname and first name. When saved they are appended in the format ’LastName, FirstName‘. date -- Calendar date. If required at least the year must be entered. series -- Series/Report name and number. Separate fields are provided for series name and series number, but they are appended (with a semicolon between) when saved. dropdown -- Choose value(s) from a "drop-down" menu list. * qualdrop_value -- Enter a "qualified value", which includes both a qualifier from a drop-down menu and a free-text value.* list -- Choose value(s) from a checkbox or radio button list. If the repeatable attribute is set to true, a list of checkboxes is displayed. If the repeatable attribute is set to false, a list of radio buttons is displayed.* *These input types require the value-pairs-name attribute.

8. onebox onebox -- A single text-entry box. dc title false Title onebox Enter the main title of the item. You must enter a main title for this item.

9. textarea textarea -- Large block of text that can be entered on multiple lines. dc description true Description textarea Enter any descriptive notes in this box. HTML is allowed. This field appears on brief record.

10. name name -- Personal name, with separate fields for surname and first name. When saved they are appended in the format ’LastName, FirstName‘. dc contributor author true Author name Enter the name of the author of this item. You must enter at least one author.

11. date date -- Calendar date. If required at least the year must be entered. dc date issued false Date of Issue date Please give the date of previous publication or public distribution below. You can leave out the day and/or month if they aren't applicable. Date Issued will usually match Date Created for this collection.

12. dropdown dropdown -- Choose value(s) from a "drop-down" menu list dc language iso false Language dropdown Language defaults to English (United States) but this can be changed by editing the metadata after record submission. choose English (United States) Later in value pairs section: English (United States) en_US

13. Dropdown (in use)

14. qualdrop qualdrop_value -- Enter a "qualified value", which includes both a qualifier from a drop-down menu and a free-text value. dc contributor true Contributors qualdrop_value Enter any prominently named authors, performers, composers, conductors, or other. Enter in the format of lastname, firstname.

15. Qualdrop (value-pairs) author performer composer conductor other

16. Qualdrop (in use)

17. Limitations of input-forms.xml A form-definition must exist for each collection if the default input-form is not sufficient. (No method for defining input forms for all collections within a community.) Input-types cannot be combined, such as ‘name’ and ‘qualdrop’. Fields of the same element and qualifier cannot be repeated with different value-pairs within the same form.

18. Exercise 1.Login through the OARnet VPN client. Use FileZilla to login to your test instance and download the following two files to your laptop. Both are found in /local/local/dspace/config input-forms.xml input-forms.dtd 2.Copy input-forms.xml. Good practice – name the copy for the date of last modification, for example: input-forms_bkup_20110311.xml 3. Create a new collection in your test instance named ‘Test Input Forms’. Make a note of the collection handle.

19. Exercise 4.Open input-forms.xml in Oxygen (or your xml editor of choice). Make an entry for the new collection in the form-map section: 5. Copy the form-definition for “traditional” to a new form-definition above this form-definition. Select beginning with this line: and copy through 6.Change the first line of the new form-definition to

20. Exercise 7.Alter the input-type in the field definition for ‘Identifier’: qualdrop_value 8.Alter the input-type in the field definition for ‘subject’: list 9.Alter the input-type in the field definition for ‘language’: dropdown

21. Exercise 10.Go to the end of the file. Before the line that closes the value-pairs section -- -- add 3 new value-pair definitions: ISSN issn ISBN isbn (Continued next slide)

22. Exercise Apples Oranges Grapefruit English (United States) en_US French fr

23. Exercise 11.Validate the input-forms.xml file using Oxygen. 12.Save input-forms.xml 13.Using FileZilla, upload both input-forms.xml and your backup copy, to your test instance, to /local/local/dspace/config 14.Login to your test instance using PuTTY, including ‘sudo -i’, and issue this command: tomcat restart 15.Test your new input form!

24. Exercise 16.The exercise is complete. You may wish to restore your original input-forms.xml. You can do this in FileZilla, on the right hand pane – in /local/local/dspace/config. Rename or delete the new file, and then rename your backup copy to ‘input-forms.xml’. Then in PuTTY, restart tomcat again. This is one way to back-out of any changes that don’t work.

25. OhioLINK DRC Input Forms Workshop Linda Newman Digital Projects Coordinator University of Cincinnati Libraries http://digitalprojects.libraries.uc.edu Linda.newman@uc.edu OhioLINK DRC Input Forms Workshop 3-15-2011 Catalina Oyler Digital Initiatives Coordinator The Five Colleges of Ohio coyler@oberlin.edu