Batch Metadata Editing in DSpace 1.6+ Maureen P. Walsh, The Ohio - - PowerPoint PPT Presentation

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Batch Metadata Editing in DSpace 1.6+ Maureen P. Walsh, The Ohio - - PowerPoint PPT Presentation

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Batch Metadata Editing Batch Metadata Editing in DSpace 1.6+ Maureen P. Walsh, The Ohio State University Libraries DSpace User Group Meeting at SPARC DRM November 10, 2010 J Batch Metadata Editing Batch Metadata Editing

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Batch Metadata Editing

J

Batch Metadata Editing in DSpace 1.6+

Maureen P. Walsh, The Ohio State University Libraries

DSpace User Group Meeting at SPARC DRM November 10, 2010

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Batch Metadata Editing

Batch Metadata Editing

  • Overview
  • Concept
  • Scope
  • Configuration Options
  • Recommendations
  • Use Cases
  • Editing Basics
  • Demonstration

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Overview

  • DSpace 1.6+
  • JSPUI, XMLUI, and Command Line
  • Metadata Only

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Concept / How it Works

  • Export metadata out of DSpace in CSV format
  • Use existing tools (spreadsheet software, i.e.

MS Excel, OpenOffice Calc) to edit metadata

  • Import CSV back into DSpace
  • DSpace detects and displays changes
  • If changes are confirmed by administrator they are

made in the repository

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Scope

  • Metadata Export
  • Repository
  • Community
  • Sub-community
  • Collection
  • Item
  • Search Results
  • Browse Results

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Scope Cont’d

  • Functions
  • Change, add, delete, find/replace metadata
  • Migrating/exchanging metadata (i.e., different fields)
  • Re-order metadata values
  • Move items to different collections (change owning collection)
  • Map items to additional collections
  • Add new metadata-only items

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Configuration Options

  • Delimiter to separate values within a single field
  • Defaults to a double pipe ||
  • Delimiter used to separate fields
  • Defaults to a comma for CSV
  • Number of items allowed to be edited via UI
  • Defaults to 20
  • Metadata elements to exclude when exporting via UI

(or when not using command line –a (all) option)

  • i.e., dc.date.accessioned, dc.date.available,

dc.date.updated, dc.description.provenance

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Use Cases

  • Quality Control
  • Authority Control
  • Metadata Improvement
  • Virtual Collections
  • Metadata-Only Item Creation
  • Collection Re-organization
  • Repository Analysis

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Editing Tool Basics

  • Elements are stored in the database in the order

they appear in the CSV

  • DSpace only acts on the contents of the CSV file

(not the entire item record)

  • Metadata language is included as part of field

(i.e. dc.description, dc.description[en], and dc.description[en_US] are three different fields)

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Recommendations

  • Do not get distracted
  • Remove all columns and rows not editing (except ID)
  • Note: The ID column is mandatory and must be the first row
  • Open CSV files in OpenOffice Calc

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Editing Tool Basics – Opening CSV

  • Click on “Export Metadata”
  • Save CSV file
  • OpenOffice
  • Open CSV file in Open Office Calc
  • Set to Unicode (UTF-8)
  • Separated by comma
  • Column type = Text
  • Excel
  • Open Excel application
  • Use Data tab to import from text
  • Comma delimited, UTF-8, column type text

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Editing Tool Basics – Editing and Saving

  • To delete: leave column header and overwrite value

with blank cell

  • To map items: add additional collection handles

separated by delimiter

  • Note: The first collection handle is the owning collection
  • To move items: edit the owning collection handle
  • To add metadata-only items: enter “+” in “id” column
  • When complete save to CSV

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Editing Tool Basics – Uploading CSV

  • Click “Import Metadata”
  • Review pending changes
  • If correct click “Apply changes”
  • If incorrect, click “Cancel” (JSP) or “Return” (XML),

modify CSV and re-upload

  • Wait for notice that “#” of changes completed

successfully

  • Review repository changes

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Demonstration

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Demonstration Participation

  • Need spreadsheet software
  • Go to: http://demo.dspace.org/jspui/
  • 25 administrator accounts available for demo
  • Login using your assigned account
  • Navigate to your assigned subcommunity and select

the first collection

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Export Collection Metadata - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Export Collection Metadata - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Save CSV File

November 10, 2010 DSpace User Group Meeting at SPARC DRM

Collection Handle

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Batch Metadata Editing

Opening in Open Office Calc

November 10, 2010 DSpace User Group Meeting at SPARC DRM

Comma Text UTF-8

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Batch Metadata Editing

Opening in Excel

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Opening in Excel Cont’d

November 10, 2010 DSpace User Group Meeting at SPARC DRM

UTF-8, comma delimited, text

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Batch Metadata Editing

Edit dc.date.issued – Replace Value

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Import Metadata - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Import Metadata - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Pending Changes - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Pending Changes - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Apply Changes - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Apply Changes - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Changes Completed - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Changes Completed - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Migrate Metadata Value to New Field

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Migrate Metadata Value to New Field - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Migrate Metadata Value to New Field - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Map Items to Additional Collections

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Map Items to Additional Collections - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Map Items to Additional Collections - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Move Items to New Owning Collection

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Move Items to New Owning Collection - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Move Items to New Owning Collection - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Add New Metadata-Only Items

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Add New Metadata-Only Items - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Add New Metadata-Only Items - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Multiple Changes

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Multiple Changes - JSPUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Multiple Changes - XMLUI

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

Questions?

November 10, 2010 DSpace User Group Meeting at SPARC DRM

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Batch Metadata Editing

November 10, 2010 DSpace User Group Meeting at SPARC DRM

Thank You

Maureen P. Walsh

Metadata Librarian/Assistant Professor The Ohio State University Libraries walsh.260@osu.edu