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Hello, and welcome to this instructional screencast on the Curator's Workbench. This is Jennifer
Martin from the Carolina Digital Repository.
In this screencast, I will show you how to use the forms tool.
The tool creates web ingest forms which allow users to ingest their own materials and supply
associated metadata.
Form creation uses crosswalk mapping tools, so if you aren't familiar with them, I would
recommend watching the Crosswalk Mapping screencast first.
To create a form, select File>New>Other>Metadata Form.
Note that the name supplied under "File name" will be used in the form's URL.
After you click "Finish", a blank form appears.
To edit the name and the form description, click on the header and navigate to the properties
pane.
Editing the text in the appropriate fields changes the title and description.
Next, in "Deposit Container Id", specify the ID of the container into which the materials
submitted via the form will be deposited.
"Review Before Publication" allows you to control whether the submitted materials go
live immediately (choose "false") or whether they must be reviewed and approved before
being made public (choose "true").
If you have access controls on your repository, you can limit who has access to the form.
To do this, use the "Authorized Groups" field to give the names of the groups which should
have access.
Forms have the ability to have explanatory or instructional text included in them.
To do this, add a "Paragraph".
The header for the paragraph can be typed in right off the bat; to add text, go down
to the properties pane and use the text field.
To edit paragraph text, change the text in the fields in the properties pane.
To remove an entire paragraph, select it and delete it.
To add metadata mappings to the form, drop a "Metadata Block" or a dictionary block onto
the canvas.
Dictionary blocks function as pre-made metadata blocks.
For new metadata blocks, give the block a descriptive title; this will be displayed
as a header.
Within a metadata block, text labels go on the left and MODS elements go into the gray
box on the right.
To add a text label, choose "Text Field" from the palette and click in the white space under
"inputs".
Labels will display next to text boxes, telling end users what metadata they are to supply
in the text boxes.
If you wish to provide more detailed guidance for a field, click on its label, navigate
to the properties pane, and write the guidance in the "Usage" field.
Text from that field will be displayed within the text box and as a tip when hovering over
the label.
MODS elements are added and mapped to the text labels using the same methods as crosswalk
creation.
MODS elements are not visible to the end user when the form is deployed.
To rearrange paragraphs, metadata blocks, and labels, click and drag.
Each field has a number of properties which gives you finer control of the metadata input.
To change these properties for a given field, click on its text label and navigate to the
properties pane; the fields there control properties of the input field.
For instance, to make an input field required, change its "Required" value from "false" to
"true".
"Type" controls the size of the displayed input box.
To use a controlled vocabulary for a field, either use the "Valid Values" field or specify
the URL of a controlled vocabulary for the form to draw from.
To use the "Valid Values" field, select the field and click on the ellipsis button on
the far right.
This opens a dialog box which allows you to manage the allowed values for the field.
After a form is complete, it can be deployed, which makes it available for use on the web.
Forms are deployed via a Java web application.
The source code for this application is available on GitHub; however, the reference implementation
is designed to perform SWORD submits to the Carolina Digital Repository.
If you have developers on your team, the reference implementation can be configured for submission
to your own repository or filespace.
The application loads forms from a designated folder, so, once the application is configured,
all you have to do to deploy a form is to copy it into that folder.
And that's how you create web deposit forms with the Curator's Workbench.
For more information about the Workbench and further instructions on how to use it, please
see our other screencasts.
You can also visit the CDR site to see live examples of Workbench-created collections,
the GitHub repository for code, or our blog for release information.
Thank you for listening, and have a nice day!