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An overview can be found at Collection Builder

Priority definition:

  1. Support updates to Colonial North American, Version 2 (Spotlight)
    1. Assumes that in parallel, a separate LTS project will add an OAI-PMH / MODS data harvester to Spotlight configured for appropriate CNA metadata fields
    2. Assumes that in parallel, a separate LTS project will add HOLLIS records with component lists to LibraryCloud
  2. Identify catalog items (including loading existing VC and Omeka collections) to define and export collections into existing VC collections so that DPLA can continue to harvest from VC-OAI
  3. New collection building - basic requirements - hi pri
  4. Efficiency of workflows for future collection building - loweri pri

 

 

#AreaFunctionPriorityNew Requirement or Prototype implementationSourceStatusJira link
 CollectionsAddn/aImplemented: Create new empty collection and give it a nameprotodone 
 CollectionsManage/Editn/aImplemented: Collection title and "abstract" (description)protodone 
 ItemsSearchn/aImplemented: LibCloud by keyword (in limited fields)protodone 
 ItemsSelect/Addn/aImplemented: Select items to add to a collection (one at a time only)protodone 
 ItemsSelect/Deleten/aImplemented: Select items to delete from a collection (one at a time only)protodone 
 ItemsDisplayn/aImplemented: Display details of items in a collection (as Dublin Core)protodone 
 ItemsSearch Resultsn/a

Implemented: Previous/next paging through search results (when adding to a collection?)

protodone 
 ItemsRelationshipsn/aImplemented: Ability to associate a single item with multiple collectionsprotodone 
 User AccountsRoles2/1Define logins and support user account roles (e.g., sys admin user and curatorial staff admin user) new 
 User AccountsAuthorizationn/aImplemented: Authorization by pre-assigned API keyprotodone 
 User AccountsAuthentication4Support Harvard Key authentication and LTS policy service authorization for defined roles new 
 Collection/ItemsHarvesting1Support OAI data provider for MODSWGin progress
 
 Collection/ItemsHarvesting2Support OAI data provider for Omeka-DC, Spotlight-DC, DCWG  
 Collection/ItemsImport/Export1Upload CSV with one or more source catalog record IDs or LibraryCloud IDs to create or add to a collection (define other fields?)WG  
 

Collection/Items

Import/Exportn/aImplemented: Download a list of source catalog IDs in a collection - currently only displays in browser for cut and pasteprotodone 
 

Collection/Items

Import/Export2 (isn't this needed for the #1 priority one right below it?)Define csv export format and requirements for downloading a list of item source catalog IDs and/or LibCloud item IDs WGnew 
 

Collection/Items

Import/Export2Search collections and select the items in batch from a single collection or multiple collections to download a csv list of items source catalog IDs and/or LibCloud item IDs WGnew 
 Collections/ItemsSearch Screen4Consider designing a more general search entry to LibraryCloud - an initial search/ browse screen with the ability to limit search to Collections or Items (where adding to a collection is not required)WGnew 
 Collection/ItemsSearch/Select3Define fields for basic keyword search in LibCloud by keyword (in all LibCloud fields?) new 
 Collection/ItemsSearch/Select4Define fields for advanced Boolean searching in LibraryCloud (e.g., LibraryCloud ID and DRS Access Flag) new 
 Collection/ItemsSearch3Search for items within a collection new 
 Collection/ItemsSearch3Ability to limit Search for items within a collection with digital objects, and or public objects new 
 Collection/ItemsExport4Produce CSV file formatted for legal review, with:

Catalog ID, Title, Type, Author, Place, (PlaceCode or PlaceName) of publication or creation, Publisher, and Date of publication or creation (Date Start and Date End for ranges), Name, Name Role, Name dates, Link to object.

(automate Allison Power's process: I’m parsing the OAI-XML using XSLT.  Then massaging XML output for ingest to Open Refine, the exporting in Excel format and going a bit more formatting/clean-up.)

 new - W. Gogel added 3/27/17 
 CollectionsManage/Edit4Use Collection Builder to help manage the legal review process by allowing selection of an arbitrary set with an arbitrary name/identifier added by curators (e.g., Legal Review batch 14 - July 2016), where the set and set name are never intended to be made public. See also requirement above for CSV file formatted for legal review. new - W. Gogel added 3/31/17 
 ItemsSearch Results3Define search result sorting (column sorting, etc.) new 
 CollectionSearch Results4Define search result sorting (column sorting, etc.) new 
 ItemsSearch/Select/Edit3Select items in batch to add/edit/delete: in search results, support select all, clear all to perform functions (with options to apply to full search result set or current page only) new 
 CollectionsSearch/Select/Edit4Select collections in batch to add/edit/delete: in search results, support select all, clear all to perform functions (with options to apply to full search result set or current page only)WGnew 
 CollectionsRefine Search/Browse4Permit limiting view of collections to those user is authorized to edit new 
 CollectionsSearch/Browse4Basic search and browse of collections (fields to be determined) - (with search box supporting auto completion of collection names) new 
 CollectionsSearch4Advanced? Search of collections (fields to be determined) new 
 ItemsRefine Search4Facet item search results to make selection easier (eg. subject, repository, genre fields - fields TBD) new 
 CollectionsSearch/Select/Edit3Edit collection metadata in full collection display (e.g., title and description) new 
 Collection/subcollectionsSearch/Select/Edit4Select subcollections (collections within a collection) in batch to add or delete from collections: in search results, support select all, clear all to perform functions (with options to apply to full search result set or current page only) new 
 CollectionsSearch Results Display4Define metadata fields and order for brief collection display(e.g., title and description, collection owner info.) new 
 CollectionsDisplay4Define metadata fields and order for full collection display (including e.g., title and description, collection owner info., date created, date last modified) new 
 CollectionsHierarchy/Relationship

3

 we already know the ID numbers for the collections and subcollections - needs more analysis?

Support creation and management of subcollections: collection of collections -

the new CNA academic connections has subcollections (there are “collections” within the Colonial North American collection). The current prototype for Collection Builder does not allow this hierarchy or relationship.

WGnew 
 ItemsDisplay3Define metadata fields for viewing full item display (include link to source catalog record from catalog ID, and a list of collections the item belongs to) new 
 ItemsDisplay4Display thumbnail in brief and full item display (with link to digital objects?) new 
 ItemsDisplay1Display more metadata in fields for OASIS components (bug? only title and ID displays) new 
 ItemsSearch Results3Define metadata fields and order for brief item display in search results (e.g., source catalog name and ID and library cloud ID) new 
 Items

Search Results

3Link to full item display from brief item display in search results new 
 ItemsDisplay3URLs displayed in full item display should be clickable links new 
 CollectionsTags4Ability to add tags and or additional subjects to collections new 
 ItemsTags4Ability to add tags and or additional subjects to items new 
 CollectionLabel Terminology4Change name of "abstract" to "description" new 
 ItemsObject in Context Links2Required for OAI harvestable set (May not be Collection Builder, but Suzanne is looking for requirements for replacing DPLA and VC pieces of infrastructure). new 
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