User type: fund manager
The template editor allows us to create XML files that have the function of setting a pattern and normalizing the action of describing the transfer information packets, whether these electronic files or electronic documents, which are to be entered into the platform. and require the information of the metadata necessary for the correct management and preservation of the same.
The function of the templates is as follows:
- describe the structure of the information package, which can be:
- flexible file (which can include 1 year documents and in which it is mandatory to report metadata at the file and document level)
- basic flexible file (which can include 1 year documents and in which you only need to report the metadata at the file level)
- rigid file (which includes an exact number of documents and in which it is mandatory to report metadata at the file and document level)
- basic rigid file (which includes an exact number of documents and only the file-level metadata needs to be reported)
- a single document
- establish which metadata vocabularies are used to describe the information package and;
- limit accepted file formats.
The tool will allow us to create a template from scratch, or upload one so we can modify it.
To create a template, go to the "Administration" tab and click on "Create Templates"
The first thing to do is enter the name of the template and select the type of template you want to create:
- document (for documents only)
- rigid file (for files that include an exact number of documents and in which it is mandatory to report metadata at the file and document level)
- flexible file (for files that include 1 year documents and in which it is mandatory to report metadata at the file and document level)
- basic rigid file (for files that include an exact number of documents and only need to report the metadata at the file level)
- basic flexible file (for files that include 1 year documents and in which only the metadata needs to be reported at the file level)
In the case of selecting the “rigid file” or “basic rigid file” template type, the “number of documents” field is enabled to report the number of documents that are part of the file.
Once the name has been given and the type of template has been defined, the template can be customized, if necessary:
- Template levels that allow you to select which additional metadata vocabularies you want to use to describe, either by document and / or file level
- Vocabulary that allows you to customize the elements or fields of the different vocabularies that will be used in the template
- File formats that allow you to restrict which file formats are accepted when making a deposit.
If you do not want to customize any more template elements, just click "save template" and save the locally created XML file. You will then need to upload the template using the "template management" feature.
Example template customization
If the purpose is to customize the metadata elements to include default values, list of values, etc. just click on the "Vocabularies" button and on the next screen you can indicate whether the metadata vocabulary will be indexed or not (to search) or customize its metadata elements in order to facilitate the filling of these when using the template to describe the PIT.
The user for each vocabulary can:
- Indicate whether or not you want the vocabulary to be indexed by the platform's search engine by clicking the "index / non-index" button
- Customize the different vocabulary items / metadata.
The "Custom Elements / Metadata" column lists items that the administrator has somehow wanted to customize or restrict.
To customize metadata items, select the vocabulary and click the "Customize vocabulary" button. On the next screen, a drop-down appears with all the metadata elements of the vocabulary and you can indicate its consignment (optional / mandatory) and the data type of the item (default value, a default or consists of a value list).
Once the item customization is set, it appears in the list of custom vocabulary items:
The same procedure must be repeated for each of the metadata items you want to customize. Once finished, click on the "Back" button to save the template or customize other options in the template (levels or file formats).