Metadata edition

This step plugin for Goobi workflow allows you to edit metadata directly from an open task without using the METS editor.

Introduction
This plugin allows the editing of configurable properties and metadata within the user interface of an open task without having to enter the METS editor. In addition to editing the metadata, it is also possible to search for other processes and to selectively transfer metadata from found processes. With the integrated thumbnail display, the representative of the object can also be set.
Details
​
Identifier
intranda_step_metadata_edition
Source code
​https://github.com/intranda/goobi-plugin-step-metadata-edition​
Licence
GPL 2.0 or newer
Compatibility
Goobi workflow 2020.11
Documentation date
20.12.2020
Installation
To install the plugin, the following two files must be installed:
/opt/digiverso/goobi/plugins/step/plugin_intranda_step_metadata_edition.jar
/opt/digiverso/goobi/plugins/GUI/plugin_intranda_step_metadata_edition-GUI.jar
To configure how the plugin should behave, various values can be adjusted in the configuration file. The configuration file is usually located here:
/opt/digiverso/goobi/config/plugin_intranda_step_metadata_edition.xml
Configuration of the plugin
The configuration of the plugin is structured as follows:
<config_plugin>
    <config>
        <!-- which projects to use for (can be more then one, otherwise use *) -->
        <project>*</project>
        <step>*</step>
        <!-- size of the thumbnail images -->
        <thumbnailsize>200</thumbnailsize>
​
        <!-- define if you want to see empty fields for read only values -->
        <hideEmptyFields>true</hideEmptyFields>
​
        <!-- which image folder should be used? Possible values are master/media, default is media -->
        <imageFolder>media</imageFolder>
​
        <!-- each displayfield defines what shall be shown in the user interface
                source: where shall the field get its content from, possible values are property, metadata, person
                name: the internal name of the field to be shown
                type: define how the field shall look like (text, checkbox, multivalue, list, checkbox)
                required: define if the value must be filled out
                helpText: an explaination text for the field content
                validationRegex: a regular expression to validate the field content
                validationErrorText: the message to be shown if the validation is not successful
                label: a label to show to the users for the field
                structType: the place where the metadata comes from for source metadata (e.g. anchor)
                defaultValue: the value to fill as default
                searchable: define if the content of this field shall be used to start a search for other processes with this value
                suffix: a suffix that shall be added to the search query when the field content is searched
                vocabularyName: name of the vocabulary to list records from (e.g. Subject terms)
                searchParameter: optional repeatable parameter to restrict records from the vocabulary (e.g. type=AccessLocations)
        -->
        <displayfield source="property" name="Template" type="text" required="false" helpText="This is an explaining text to define what shall be entered into this field.">
            <defaultValue></defaultValue>
        </displayfield>
        <displayfield source="metadata" name="PublicationYear" type="text" required="true">
            <validationRegex>\d{4}</validationRegex>
            <validationErrorText>Value must be a 4 digits year</validationErrorText>
        </displayfield>
        <displayfield source="metadata" name="singleDigCollection" type="list" required="true" label="Collection" structType="anchor">
            <defaultValue>Collection A</defaultValue>
            <value>Collection A</value>
            <value>Collection B</value>
            <value>Collection C</value>
        </displayfield>
        <displayfield source="metadata" name="_directionRTL" type="checkbox" label="Orientation">
            <defaultValue>false</defaultValue>
        </displayfield>
        <displayfield source="metadata" name="PlaceOfPublication" type="vocabularyList" label="Place">
            <!-- name of the vocabulary, required -->
            <vocabularyName>Subject terms</vocabularyName>
            <!-- search parameter, optional, repeatable -->
            <searchParameter>type=AccessLocations</searchParameter>            
        </displayfield>
        <displayfield source="person" name="Author" type="multivalue" searchable="true" />
        <displayfield source="metadata" name="TitleDocMain" type="text" required="false" label="Haupttitel" searchable="true" suffix=" steplocked:Validierung"/>
        <displayfield source="metadata" name="DocLanguage" type="text" required="false" label="Sprache"  searchable="true"/>
​
        <!-- define if the fields shall be preselected after the search of processes was done -->
        <preselectFields>false</preselectFields>
​
        <!-- list of fields that shall be shown for each found process
                rulesetName: the name of the metadata type in the ruleset
                label: label to show for the metadata
                selectable: allow the field to be selected to use it
         -->
        <importfield rulesetName="TitleDocMain" label="Titel" selectable="true"/>
        <importfield rulesetName="PublicationYear" label="Erscheinungsjahr" selectable="true"/>
        <importfield rulesetName="DocLanguage" selectable="true" label="Sprache"/>
        <importfield rulesetName="Author" selectable="true"/>
        <importfield rulesetName="CatalogIDDigital" label="Identifier" selectable="false"/>
        <importfield rulesetName="CatalogIdentifier" label="OPAC Eintrag" selectable="false"/>
        <importfield rulesetName="Note" label="Bemerkung" selectable="false"/>
        <importfield rulesetName="PlaceOfPublication" label="Erscheinungsort" selectable="true"/>
        <importfield rulesetName="singleDigCollection"  selectable="false"/>
        <importfield rulesetName="SizeSourcePrint"  selectable="false"/>
        <importfield rulesetName="SubjectTopic" label="Schlagwort" selectable="true"/>
​
    </config>
</config_plugin>
Main configuration
The block <config> can occur repeatedly for different projects or workflow steps in order to be able to perform different actions within different workflows. The other parameters within this configuration file have the following meanings:
Value
Description
project
This parameter determines for which project the current block <config> should apply. The name of the project is used here. This parameter can occur several times per <config> block.
step
This parameter controls for which workflow steps the block <config> should apply. The name of the workflow step is used here. This parameter can occur several times per <config> block.
thumbnailsize
This parameter determines the size of the thumbnails to be displayed for determining the representative.
hideEmptyFields
This can be used to specify that fields that have no content should nevertheless be displayed empty.
imageFolder
This parameter determines from which directory the images are to be used for display. Common values here are, for example, master or media.
preselectFields
This parameter can be used to specify whether the metadata found within the process search of this plugin should already be preselected so that a simple transfer of the metadata can take place.
Configuration: displayfield
For each metadata to be displayed, an element <displayfield> can be defined. This controls the display and storage of the respective data.
Value
Description
source
This specifies where the field should get its content from. Possible values for this are property, metadata and person.
name
The parameter defines the internal name of the field.
type
The parameter type defines how the field should look like. Possible values for this are text, checkbox, multivalue or list.
required
The value required defines whether the value must be filled in by the user.
helpText
Here an explanatory help text can be defined for the field content, which the user can display.
validationRegex
This parameter can be used to define a regular expression to check the field content for validity.
validationErrorText
Here you can define the message to be displayed if the validation was not successful.
label
The parameter can be used to define a label that is displayed to users for the field.
structType
This parameter defines the structural element from which the metadata is to be used for the display (e.g. anchor).
defaultValue
Here you can define a default value to be set if no value is available.
searchable
This parameter can be used to define whether the content of this field is to be used for the execution of a search.
suffix
This allows you to specify a suffix to be added to the search query when searching for other processes with the same field content.
vocabularyName
The name of the vocabulary is defined here if it is to be used for the display of selectable data records (e.g. technical terms).
searchParameter
This paremeter is optional and repeatable. It is used to further restrict records from the vocabulary (e.g. type=AccessLocations)
Configuration: importfield
For the search for other processes, it is possible to specify which of their metadata should be displayed and, if necessary, adopted.
Value
Description
rulesetName
The parameter specifies the name of the metadata type as defined in the ruleset.
label
This parameter defines the label of the field to be displayed for the metadata.
selectable
The parameter can be used to determine whether the metadata can be selected for a transfer to data.
Integration of the plugin into the workflow
To put the plugin into operation, it must be activated for one or more desired tasks in the workflow. This is done as shown in the following screenshot by selecting the plugin intranda_step_metadata_edition from the list of installed plugins.
Assigning the plugin to a specific task
Function and operation of the plugin
After the plugin has been completely installed and set up, it is available to the editors of the corresponding tasks. After entering a task, it is now possible to edit the metadata in the right-hand area of the user interface.
Display of the editing mask within the accepted task
Depending on the configuration, the corresponding metadata is displayed here and can be edited. Depending on the configuration, a search for other processes is also possible here by clicking on the search icon.
Search for other processes in order to be able to take over metadata from them.
Within the dialogue with the processes found, it is now possible to select which of the displayed metadata of the processes found should be taken over.
A click on one of the displayed thumbnails allows the representative to be set.
Please note that the edits are only saved when the button provided is clicked.

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Value	Description
`project`	This parameter determines for which project the current block `<config>` should apply. The name of the project is used here. This parameter can occur several times per `<config>` block.
`step`	This parameter controls for which workflow steps the block `<config>` should apply. The name of the workflow step is used here. This parameter can occur several times per `<config>` block.
`thumbnailsize`	This parameter determines the size of the thumbnails to be displayed for determining the representative.
`hideEmptyFields`	This can be used to specify that fields that have no content should nevertheless be displayed empty.
`imageFolder`	This parameter determines from which directory the images are to be used for display. Common values here are, for example, `master` or `media`.
`preselectFields`	This parameter can be used to specify whether the metadata found within the process search of this plugin should already be preselected so that a simple transfer of the metadata can take place.

Value	Description
`source`	This specifies where the field should get its content from. Possible values for this are `property`, `metadata` and `person`.
`name`	The parameter defines the internal name of the field.
`type`	The parameter `type` defines how the field should look like. Possible values for this are `text`, `checkbox`, `multivalue` or `list`.
`required`	The value `required` defines whether the value must be filled in by the user.
`helpText`	Here an explanatory help text can be defined for the field content, which the user can display.
`validationRegex`	This parameter can be used to define a regular expression to check the field content for validity.
`validationErrorText`	Here you can define the message to be displayed if the validation was not successful.
`label`	The parameter can be used to define a label that is displayed to users for the field.
`structType`	This parameter defines the structural element from which the metadata is to be used for the display (e.g. `anchor`).
`defaultValue`	Here you can define a default value to be set if no value is available.
`searchable`	This parameter can be used to define whether the content of this field is to be used for the execution of a search.
`suffix`	This allows you to specify a suffix to be added to the search query when searching for other processes with the same field content.
`vocabularyName`	The name of the vocabulary is defined here if it is to be used for the display of selectable data records (e.g. technical terms).
`searchParameter`	This paremeter is optional and repeatable. It is used to further restrict records from the vocabulary (e.g. `type=AccessLocations`)

Details
Identifier	intranda_step_metadata_edition
Source code	https://github.com/intranda/goobi-plugin-step-metadata-edition
Licence	GPL 2.0 or newer
Compatibility	Goobi workflow 2020.11
Documentation date	20.12.2020

Value	Description
`rulesetName`	The parameter specifies the name of the metadata type as defined in the ruleset.
`label`	This parameter defines the label of the field to be displayed for the metadata.
`selectable`	The parameter can be used to determine whether the metadata can be selected for a transfer to data.