DAFv2 Hands on Lab 1. Agenda Administration Manager Administration Manager Roles, General Settings,...
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Transcript of DAFv2 Hands on Lab 1. Agenda Administration Manager Administration Manager Roles, General Settings,...
DAFv2 Hands on LabDAFv2 Hands on Lab
11
AgendaAgenda• Administration ManagerAdministration Manager
Roles, General Settings, Job-Types, Phases, Users, Workstations, Roles, General Settings, Job-Types, Phases, Users, Workstations, CollectionsCollections
• Check-In ManagerCheck-In ManagerBatches, JobsBatches, Jobs
• Phase ManagerPhase ManagerExample Scenario demonstrating the featuresExample Scenario demonstrating the features
• Reporting ManagerReporting ManagerSystem Workflow, Pending Jobs, Late Jobs, User Rates, Report Builder System Workflow, Pending Jobs, Late Jobs, User Rates, Report Builder
• Search Search • Archiving ManagerArchiving Manager
Archive, Confirm, Check-OutArchive, Confirm, Check-Out
• Retrieval ManagerRetrieval ManagerRetrieve Job using Barcode (example)Retrieve Job using Barcode (example)
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Administration Manager
• Responsible for Adjusting the System Configurations such as:• Roles/Permissions• General Settings• Job-Types• Phases• Users• Workstations• Collections
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Administration Manager:
In DAFv2, we maintain the following relation:
Roles-Permissions
Administrator
Senior User 1
User 2
User 3
User 4
User 1
User 1
User 1
Support Users
System Users
Senior User 2
Support Role
Administrator Role
Senior User Role
Simple User Role
Administration Module
Phase Manager
Reporting Module
CheckIn Module
Archiving Module
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Administration Manager:
Adding a new Role:Roles-Permissions
Click Here
Click Here
Type Role Name
Select Permissions
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Administration Manager:
Permission Tree Examples:Roles-Permissions
Simple User Shift Operator Administrator
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Administration Manager:
This module configures:1- Storage Media TypesSize, Barcode Abbreviations, FTP Path
(in case of online storage)2- Operating System3- Language4- Job Condition5- External ID Type6- Device
General Settings
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Administration Manager:
Configuring General Settings:General Settings
Click Here
Click Here
Adjust Setting Parameters
Select Setting to Adjust
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Administration Manager:
Each Job-Type defines a different path or flow of the Job in the system that is usually related to actual Physical types.
Example:•Books can be OCRed while photos cannot.
•Arabic Books require a different OCR software than Latin Books.
Job-Types
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Administration Manager:
Each Job-Type has:
1- Identifying Name and Description.
2- Maximum Life Time (otherwise considered as a Late Job).
3- Folder Naming Convention.
4- Media Types this Job-Type should be archived on.
Job-Types
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Administration Manager:Job-Types
Click Here
Adjust JobType Parameters
Define Associated Media
Types
Click Here
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Administration Manager:
The Phase defines the set of checks and actions to be performed on the Job on starting or on finishing the Job.
For Each Phase:
1- Phase Name
2- Maximum Period
3- XML Phase Definition
Phases
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Administration Manager:Phases
Click Here
Adjust Setting ParametersClick Here
Put Phase in Desired Domain
Change Phases
Sequence
Update Sequence
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Administration Manager:
Each User has:
1- User Name and Password
2- Role
3- Maximum number of Jobs at a time
4- Phases he is able to perform
5- IsLDAP or not
6- IsActive or not
Users
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Administration Manager:Users
Click Here
Available and Assigned Phases
User Details
Click Here
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Administration Manager:
Each Workstation has:
1- Name or IP
2- Physical Location
3- Working Directory
4- Operating System
5- Devices attached to
6- Phases that can be performed on
7- Media Types that can be archived on
Workstations
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Administration Manager:Workstations
Click Here
Attached Media
Workstation Details
Available and Assigned Phases
Click Here
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Administration Manager:
Each Collection has:
1- Owner, Project, In-Charge (BA-Internals)
2- Name and Path on Server
3- Users and Workstations that can work on this Collections
Collections
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Administration Manager:Collections
Click Here
Collection Details
Users Workstations
Click Here
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Check-In Manager
• Allows for the addition of new Batches and Jobs into the System.
• Integrated with the Check-In Plug-ins to extract the Jobs Metadata from the different ILS Systems or Other Sources.
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Check-In Manager:Batches
• Each Batch:
• is part of a Collection.
• has a default Job-Type.
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Check-In Manager:Batches
Click Here
Batch Details
Collection
Job Type
Click Here
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Check-In Manager:Jobs
• Metadata can be extracted using Check-In Plug-ins
• Assign Job to a Starting User and Phase
• A Job can be Pre-Assigned for all its Phases.
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Check-In Manager:Jobs
Click HereEnter External ID
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Check-In Manager:Jobs
Job DetailsManage Job IDs
Job record (Marc)
Pre-Assign path to JobClick Here
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Check-In Manager:Jobs
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Phase Manager
Allows the Operator to:
• Get Job
• Upload Job
• Download Job
• Finish Job
• Reject Job
• Redirect Job2727
System Modules: Job Life CycleSystem Modules: Job Life Cycle
• Job life cycle
Start
Reject
Assign
Redirect
FinishFile transfer Ordinary job finishing
Reject job for some problems
New JobCheck-
inCheck-
outTo Repository
DownloadUpload
Administrator accepts the recommendation
Job assigned to next state
Recommend re-do a phase to the job
Administrator accepts the rejection
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Phase Manager:Example Scenario:
Get New Job
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Phase Manager:Example Scenario:
Available Jobs
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Phase Manager:Example Scenario:
Started Jobs
Upload Selected Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Started Jobs
Download Selected Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Job History
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Phase Manager:Example Scenario:
Started Jobs
Finish Selected Job
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Phase Manager:Example Scenario:
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System Modules: Job Life CycleSystem Modules: Job Life Cycle
• Job life cycle
Start
Reject
Assign
Redirect
FinishFile transfer Ordinary job finishing
Reject job for some problems
New JobCheck-
inCheck-
outTo Repository
DownloadUpload
Administrator accepts the recommendation
Job assigned to next state
Recommend re-do a phase to the job
Administrator accepts the rejection
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Phase Manager:Example Scenario:
Get New Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Reject Selected Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Approve Rejection
Pending Jobs
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System Modules: Job Life CycleSystem Modules: Job Life Cycle
• Job life cycle
Start
Reject
Assign
Redirect
FinishFile transfer Ordinary job finishing
Reject job for some problems
New JobCheck-
inCheck-
outTo Repository
DownloadUpload
Administrator accepts the recommendation
Job assigned to next state
Recommend re-do a phase to the job
Administrator accepts the rejection
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Phase Manager:Example Scenario:
Redirect Selected Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Get New Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Finish Selected Job
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Phase Manager:Example Scenario:
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Phase Manager:Example Scenario:
Job History
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Phase Manager:Example Scenario:
Get New Job
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Phase Manager:Example Scenario:
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Reporting Manager
• System Workflow
• Pending Jobs
• Late Jobs
• User Rates
• Report Builder
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Reporting Manager:System Workflow
Click Here
Choose Filter
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Reporting Manager:Pending Jobs
Approve RequestDeny Request
Download JobUpload Job
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Reporting Manager:Late Jobs
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Reporting Manager:Change Metadata and Priority
Change Title
Change Priority
Click Here
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Reporting Manager:User Rates
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Reporting Manager:Report Builder
Direct SQL
Choose Criteria
Define Attributes
Click Here
Query
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Reporting Manager:Saved Reports
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Reporting Manager:Report
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Search Capabilities
• Simple Search
• Advance Search
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Search Capabilities
Click Here
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Searching Capabilities:Advanced Search
Click Here
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Search Capabilities
Change Flow Type Get Files Delete JobOverwrite FileForced Assignment
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Search Capabilities
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Archiving Manager
• Archive Jobs
• Confirm Media
• Check-Out Jobs
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Archiving Manager:Archive
Destination Media TypeFirst Fit
Manual Selecting
Start Archiving
Progress Bar
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Archiving Manager:Confirm Media
Choose Media
Confirm MediaDiscard Media
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Archiving Manager:Check-Out Jobs
Choose Jobs
Check out
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Retrieval Manager
• Retrieve Jobs from the different Medias and Media Types
• Assign them to a phase in the system, recommend the last User performed this Phase.
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Retrieval Manager:Search
Search Job
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Retrieval Manager:Search (cont.)
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Retrieval Manager:Retrieve and Assign
Archiving History Retrieval Plug-in
Retrieve
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For more details about DAF please refer to http://
wiki.bibalex.org/DAFWiki
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Thank You
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