Configuration of the plugin

After installing the plugin and the associated database, the plugin must also be configured. This takes place within the configuration file plugin_intranda_administration_archive_management.xml and is structured as follows as an example:

<config_plugin>
    <export>
        <!-- configure export for a specific inventory -->
        <file name="sample.xml">
            <folder>/opt/digiverso/viewer/hotfolder/</folder>
        </file>
        
        <!-- default export for all inventories without a specific  -->
        <file name="*">
            <folder>/opt/digiverso/viewer/hotfolder/</folder>
        </file>
    </export>

    <backup>
        <!-- backup folder -->
        <folder>CHANGEME</folder>
        <!-- number of backups for each inventory -->
        <numberOfFiles>10</numberOfFiles>
        <!-- tool to create the backup files -->
        <tool>/usr/bin/mysqldump</tool>
        <!-- database password. The user name, database name, tables etc. can be recognized automatically, but the password must be entered.-->
        <!-- Leave it empty if access is possible without authentication (e.g. configured in ~/.my.cnf)  -->
        <password></password>
    </backup>


    <config>
        <!-- define the name(s) of all archives for the plugin -->
        <archive>*</archive>
        <!-- default title for a new node -->
        <nodeDefaultTitle>Document</nodeDefaultTitle>

        <!-- configurations for generating process titles -->

        <!-- maximum length of the body token that will be used to generate a new process title -->
        <!-- the specifically set HEAD token and TAIL token will not be affected by this limit -->
        <!-- if the limit is positively configured, then CAMEL_CASE_LENGTH_LIMITED will be applied upon every body token, otherwise CAMEL_CASE will be applied -->
        <lengthLimit>0</lengthLimit>
        <!-- separator string that will be used to combine the tokens -->
        <separator>_</separator>

        <!-- use id from parent node instead of id from node -->
        <useIdFromParent>false</useIdFromParent>

        <!-- Optional title generation, if nothing is configured, process titles are built based on the node ID -->
        <!-- attribute value: contains a static text. If it is empty, it is assumed that a metadata value is being searched for -->
        <!-- attribute name: contains the metadata name to use -->
        <!-- attribute type: can be NORMAL (use text as it is), CAMEL_CASE (each word begins with an upper case letter), 
             AFTER_LAST_SEPARATOR (insert at the end), BEFORE_FIRST_SEPARATOR (insert in front) -->

        <!-- 
        <title name="shelfmarksource" type="NORMAL"    />
        <title name="static" type="CAMEL_CASE" value="STATIC TEXT"  />
        <title name="CatalogIDDigital" type="AFTER_LAST_SEPARATOR"    />
        -->

        <!-- // configurations for generating process titles // -->

        <!-- configuration for node/process mapping -->
        <!-- it will be used during ead import or when the button to update references is used -->
        
        <!--
            nodeIdentifierField contains the identifying value of the node 
            processIdentifierField contains the name of the metadata where the node value is stored
            If both fields contain the same value, a link between node and process is created
        --> 
        <!-- 
        <nodeIdentifierField>id</nodeIdentifierField>
        <processIdentifierField>NodeId</processIdentifierField>
        -->
        <!-- define metadata fields. All fields are displayed on the UI based on the level and the order within this file.
                - @name: contains the internal name of the field. The value can be used to translate the field in the messages files. The field must start with a letter and can not contain any white spaces.
                - @level: metadata level, allowed values are 1-7:
                    * 1: metadata for Identity Statement Area 
                    * 2: Context Area 
                    * 3: Content and Structure Area
                    * 4: Condition of Access and Use Area
                    * 5: Allied Materials Area
                    * 6: Note Area
                    * 7: Description Control Area
                - @xpath: contains a relative path to the ead value. The root of the xpath is either the <ead> element or the <c> element
                - @xpathType: type of the xpath return value, can be text, attribute, element (default)
                - @repeatable: defines if the field can exist once or multiple times, values can be true/false, default is false
                - @visible: defines if the field is displayed on the UI, values can be true/false, default is true
                - @showField: defines if the field is displayed as input field (true) or badge (false, default), affects only visible metadata
                - @fieldType: defines the type of the input field. Posible values are input (default), textarea, dropdown, multiselect, vocabulary, nodelink, gnd, geonames, viaf
                - @rulesetName: internal name of the metadata in ruleset. If missing or empty, field is not imported into process metadata
                - @importMetadataInChild: defines if the field is imported or skipped in processes for child elements 
                - @validationType: defines a validation rule, allowed values are unique, required, regex, date, list or any combined values (e.g. date+required)
                - @regularExpression defines a regular expression that gets used for validation type regex
                - validationError: message to display in case of validation errors
                - value: list of possible values for dropdown and multiselect lists
                - vocabulary: name of the vocabulary
                - searchParameter: distinct the vocabulary list by the given condition. Syntax is fieldname=value, field is repeatable
         -->

        <!-- internal fields, not visible on the UI -->

        <metadata xpath="./ead:control/ead:maintenancestatus/@value" xpathType="attribute" name="maintenancestatus" level="1" repeatable="false" visible="false" />
        
        <metadata xpath="./ead:control/ead:maintenanceagency/ead:agencyname" xpathType="element" name="agencycode" level="1" repeatable="false" fieldType="input" />

        <!-- repository data group -->
        <metadata xpath="./ead:archdesc/ead:did/ead:repository" group="true" name="repository" level="1" repeatable="true" visible="false" fieldType="group" rulesetName="Repository">
            <metadata xpath="@label" xpathType="attribute" name="repositoryLabel" level="1" repeatable="false" visible="true" rulesetName="RepositoryLabel" />
            <metadata xpath="ead:address/ead:addressline" xpathType="element" name="repositoryaddressline" level="1" repeatable="true" visible="true" rulesetName="RepositoryAddress" />
            <metadata xpath="ead:extref/@href" xpathType="attribute" name="extrefhref" level="1" repeatable="true" visible="true" rulesetName="RepositoryLink" />
            <metadata xpath="ead:extref" xpathType="element" name="extref" level="1" repeatable="true" visible="true" rulesetName="RepositoryLinkName" />
        </metadata>


        <!--  Identity Statement Area -->
        <metadata xpath="./ead:control/ead:recordid" xpathType="element" name="recordid" level="1" repeatable="false" fieldType="input" rulesetName="RecordID" />
        
        <metadata xpath="./ead:control/ead:filedesc/ead:titlestmt/ead:titleproper" xpathType="element" name="titleproper" level="1" repeatable="false" visible="true" />

        <metadata xpath="./ead:control/ead:eadid" xpathType="element" name="eadid" level="1" repeatable="false" showField="false" fieldType="input" rulesetName="EADID" />

        <metadata xpath="(./ead:archdesc/ead:did/ead:unitid[not(@type)] | ./ead:did/ead:unitid[not(@type)])[1]" xpathType="element" name="unitid" level="1" repeatable="false" showField="false" fieldType="input" rulesetName="UnitID" />

        <metadata xpath="./ead:did/ead:unitid[@type='shelfmark']" xpathType="element" name="Shelfmark" level="1" repeatable="true" rulesetName="shelfmarksource" validationType="unique">
            <validationError>The value has already been used.</validationError>
        </metadata>
        
        <metadata xpath="(./ead:archdesc/ead:did/ead:unittitle | ./ead:did/ead:unittitle)[1]" xpathType="element" name="unittitle" level="1" repeatable="false" fieldType="textarea" rulesetName="TitleDocMain" importMetadataInChild="false" searchable="true" showField="true" />
        
        <metadata xpath="(./ead:archdesc/ead:did/ead:unitdate | ./ead:did/ead:unitdate)" xpathType="element" name="unitdate" level="1" repeatable="false" rulesetName="PublicationYear" importMetadataInChild="false" validationType="date" searchable="true" showField="true">
            <validationError>The value must be entered either as a year in the format YYYY or as a date in the format YYYY-MM-DD.</validationError>
        </metadata>
        
        <metadata xpath="(./ead:archdesc/ead:did/ead:unitdatestructured | ./ead:did/ead:unitdatestructured)[1]" xpathType="element" name="unitdatestructured" level="1" repeatable="false" validationType="date" rulesetName="DateOfOrigin" showField="true">
            <validationError>The value must be entered either as a year in the format YYYY or as a date in the format YYYY-MM-DD.</validationError>
        </metadata>

        <metadata xpath="(./ead:archdesc/@level | ./@level)[1]" xpathType="attribute" name="descriptionLevel" level="1" repeatable="false" fieldType="dropdown" validationType="list">
            <value>collection</value>
            <value>fonds</value>
            <value>class</value>
            <value>recordgrp</value>
            <value>series</value>
            <value>subfonds</value>
            <value>subgrp</value>
            <value>subseries</value>
            <value>file</value>
            <value>item</value>
            <value>otherlevel</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:physdescstructured|./ead:did/ead:physdescstructured)" xpathType="element" name="physdescstructured" level="1" repeatable="true"
            rulesetName="physdesc" group="true" fieldType="group" visible="true">
            <metadata xpath="ead:quantity" xpathType="element" name="physdescquantity" level="1" repeatable="false" rulesetName="Quantity" visible="true" />
            <metadata xpath="ead:unittype" xpathType="element" name="physdescunittype" level="1" repeatable="false" rulesetName="Unittype" visible="true" />
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:physdesc/ead:extent|./ead:did/ead:physdesc/ead:extent)" xpathType="element" name="physdesc" level="1" repeatable="false"
            rulesetName="physicalDescriptionExtent" />

        <!-- Context Area -->
        <metadata xpath="(./ead:archdesc/ead:did/ead:origination[@label='Creator']/ead:persname|./ead:did/ead:origination[@label='Creator']/ead:persname)[1]" xpathType="element" name="origination" level="2" repeatable="true" rulesetName="Provenience" />
        
        <metadata xpath="(./ead:archdesc/ead:did/ead:origination[@label='Creator']/ead:corpname|./ead:did/ead:origination[@label='Creator']/ead:corpname)[1]" xpathType="element" name="originationcorpname" level="2" repeatable="true" rulesetName="Provenience" />

        <metadata xpath="(./ead:archdesc/ead:odd|./ead:odd)" xpathType="element" name="oddnote" level="2" repeatable="true" visible="true" group="true" fieldType="group">
            <metadata xpath="ead:head" xpathType="element" name="role" level="2" repeatable="false" visible="true" fieldType="input" />
            <metadata xpath="ead:p" xpathType="element" name="person" level="2" visible="true" repeatable="false" fieldType="input" />
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:bioghist/ead:p | ./ead:bioghist/ead:p)[1]" xpathType="element" name="bioghist" level="2" repeatable="true" fieldType="textarea" rulesetName="BiographicalInformation" />

        <metadata xpath="(./ead:archdesc/ead:custodhist/ead:p|./ead:custodhist/ead:p)" group="true" name="custodhist" level="2" repeatable="true" visible="true" fieldType="group" rulesetName="InventoryHistoryGroup">
            <metadata xpath="ead:head" xpathType="element" name="AcquisitionMethod" level="2" repeatable="false" visible="false" fieldType="input" rulesetName="AcquisitionMethod" />
            <metadata xpath="ead:list/ead:item" xpathType="element" name="AcquisitionAgent" level="2" repeatable="false" visible="false" fieldType="input" rulesetName="AcquisitionAgent" />
            <metadata xpath="ead:p" xpathType="element" name="AcquisitionNotes" level="2" repeatable="false" visible="false" fieldType="textarea" rulesetName="AcquisitionNotes" />
        </metadata>

        <!-- Content and Structure Area -->
        <metadata xpath="(./ead:archdesc/ead:scopecontent/ead:p | ./ead:scopecontent/ead:p)[1]" xpathType="element" name="scopecontent" level="3" repeatable="false" fieldType="textarea" rulesetName="ContentDescription" />
        
        <metadata xpath="(./ead:archdesc/ead:appraisal/ead:p | ./ead:appraisal/ead:p)[1]" xpathType="element" name="appraisal" level="3" repeatable="false" fieldType="textarea" rulesetName="AppraisalInformation" />
        
        <metadata xpath="(./ead:archdesc/ead:arrangement/ead:p | ./ead:arrangement/ead:p)[1]" xpathType="element" name="arrangement" level="3" repeatable="false" fieldType="textarea" rulesetName="Arrangement" />

        <!-- accruals group-->
        <metadata xpath="(./ead:archdesc/ead:accruals|./ead:accruals)" group="true" name="accruals" level="3" repeatable="true" visible="true" fieldType="group" rulesetName="AccrualsGroup">
            <metadata xpath="ead:head" xpathType="element" name="accruals_head" level="3" repeatable="false" visible="true" rulesetName="Title" />
            <metadata xpath="ead:p" xpathType="element" name="accruals_p" level="3" repeatable="false" visible="true" rulesetName="Description" />
            <metadata xpath="ead:chronlist/ead:chronitem/ead:datesingle" xpathType="element" name="accruals_date" level="3" repeatable="false" visible="true" rulesetName="Date" validationType="date" />
        </metadata>

        <!-- Condition of Access and Use Area -->
        <metadata xpath="(./ead:archdesc/ead:accessrestrict|./ead:accessrestrict)" group="true" name="accessrestrict" level="4" repeatable="true" visible="true" fieldType="group" rulesetName="AccessRestrictGroup">
            <metadata xpath="(ead:p|ead:p)" xpathType="element" name="accessrestrict_value" level="4" repeatable="false" fieldType="dropdown" rulesetName="RestrictionOnAccessLicense" importMetadataInChild="true">
                <value>open access</value>
                <value>restricted</value>
            </metadata>
            <metadata xpath="ead:chronlist/ead:chronitem/ead:datesingle" xpathType="element" name="accessrestrict_date" level="3" repeatable="false" visible="true" rulesetName="Date" validationType="date" />
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:userestrict/ead:p | ./ead:userestrict/ead:p)[1]" xpathType="element" name="userestrict" level="4" repeatable="false" fieldType="dropdown" importMetadataInChild="true" rulesetName="UseRestriction">
            <value>CC0 1.0</value>
            <value>CC BY 4.0</value>
            <value>CC BY-SA 4.0</value>
            <value>CC BY-ND 4.0</value>
            <value>CC BY-NC 4.0</value>
            <value>CC BY-NC-SA 4.0</value>
            <value>CC BY-NC-ND 4.0</value>
        </metadata>

        <metadata xpath="./ead:did/ead:langmaterial/ead:language" xpathType="element" name="langmaterial" level="4" repeatable="true" fieldType="textarea" rulesetName="DocLanguage" importMetadataInChild="false">
            <value>ger</value>
            <value>eng</value>
            <value>fre</value>
            <value>ita</value>
            <value>lat</value>
            <value>spa</value>
            <value>ara</value>
            <value>heb</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:langmaterial[@label='font'] | ./ead:did/ead:langmaterial[@label='font'])[1]" xpathType="element" name="font" level="4" repeatable="false" fieldType="multiselect" rulesetName="FontType" importMetadataInChild="false">
            <value>antiqua</value>
            <value>fracture</value>
            <value>handwritten</value>
            <value>mixed</value>
            <value>no text</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:phystech/ead:p | ./ead:phystech/ead:p)" xpathType="element" name="phystech" level="4" repeatable="false" fieldType="textarea" rulesetName="PhysTech" />
        
        <metadata xpath="(./ead:archdesc/ead:otherfindaid|./ead:otherfindaid)" group="true" name="otherfindaid" level="4" repeatable="true" visible="true" fieldType="group" rulesetName="OtherFindAidGroup">
            <metadata xpath="(ead:head|ead:head)" xpathType="element" name="otherfindaid_type" level="4" repeatable="false" fieldType="input" rulesetName="Type" />
            <metadata xpath="ead:p/ead:ref" xpathType="element" name="otherfindaid_link" level="4" repeatable="false" fieldType="input" rulesetName="OtherFindAid" />
            <metadata xpath="ead:p/ead:ptr" xpathType="element" name="otherfindaid_node" level="4" repeatable="false" fieldType="nodelink" rulesetName="OtherFindAid" />
        </metadata>

        <!-- Allied Materials Area -->

        <!-- Location of Originals group-->
        <metadata xpath="(./ead:archdesc/ead:originalsloc|./ead:originalsloc)" group="true" name="originalsloc" level="5" repeatable="true" visible="true" fieldType="group" rulesetName="OriginalsLocationGroup">
            <metadata xpath="ead:p/ead:name" xpathType="element" name="originalsloc_person" level="5" repeatable="false" visible="true" rulesetName="Person" fieldType="input" />
            <metadata xpath="ead:p/ead:subject" xpathType="element" name="originalsloc_shelfmark" level="5" repeatable="false" visible="true" rulesetName="shelfmarksource" />
            <metadata xpath="ead:p/ead:ref" xpathType="element" name="originalsloc_link" level="4" repeatable="false" fieldType="input" rulesetName="RepositoryLink" />
        </metadata>

        <!-- Alternative Form Available group-->
        <metadata xpath="(./ead:archdesc/ead:relatedmaterial|./ead:relatedmaterial)" group="true" name="altformavail" level="5" repeatable="true" visible="true" fieldType="group" rulesetName="CopyLocationGroup">
            <metadata xpath="ead:p/ead:name" xpathType="element" name="altformavail_person" level="5" repeatable="false" visible="true" rulesetName="Person" fieldType="input" />
            <metadata xpath="ead:p/ead:subject" xpathType="element" name="altformavail_shelfmark" level="5" repeatable="false" visible="true" rulesetName="shelfmarksource" />
            <metadata xpath="ead:p/ead:ref" xpathType="element" name="altformavail_link" level="4" repeatable="false" fieldType="input" rulesetName="RepositoryLink" />
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:separatedmaterial/ead:p|./ead:separatedmaterial/ead:p)[1]" xpathType="element" name="separatedmaterial" level="5" repeatable="true" rulesetName="SeparatedMaterial" fieldType="nodelink" />
        
        <metadata xpath="(./ead:archdesc/ead:bibliography|./ead:bibliography)[1]" xpathType="element" name="bibliography" level="5" repeatable="false" rulesetName="BibliographicCitation" />

        <!-- Note Area -->
        <metadata xpath="(./ead:archdesc/ead:note/ead:p|./ead:note/ead:p)[1]" xpathType="element" name="didnote" level="6" repeatable="true" fieldType="textarea" rulesetName="DidNote" />
       
        <metadata xpath="./ead:control/ead:localtypedeclaration" xpathType="element" name="Conventions" level="6" repeatable="false" fieldType="textarea" rulesetName="ConventionDeclaration" />
        
        <metadata xpath="./ead:processinfo/ead:chronlist/ead:chronitem/ead:datesingle" xpathType="element" name="DescriptionDates" level="6" repeatable="false" fieldType="textarea" rulesetName="DescriptionDates" />


        <!-- Description Control Area -->
        <metadata xpath="./ead:archdesc/ead:processinfo/ead:list/ead:item" xpathType="element" name="editorName" level="7" repeatable="true" fieldType="textarea" visible="false" />

        <metadata xpath="./ead:processinfo/ead:p" xpathType="element" name="ArchivistNote" level="7" repeatable="false" fieldType="textarea" rulesetName="ArchivistNote" />

        <metadata xpath="./ead:control/ead:conventiondeclaration/ead:abbr" xpathType="element" name="conventiondeclaration" level="7" repeatable="false" fieldType="multiselect">
            <value>ISAD(G)</value>
            <value>NCARules</value>
            <value>ISO 8601</value>
            <value>DACS</value>
        </metadata>

        <metadata xpath="./ead:control/ead:maintenancehistory/ead:maintenanceevent" group="true" name="maintenancehistory" level="7" repeatable="true" visible="false" fieldType="group">
            <metadata xpath="ead:eventtype" xpathType="element" name="eventtype" level="1" repeatable="false" visible="false" />
            <metadata xpath="ead:agent" xpathType="element" name="agent" level="1" repeatable="false" visible="false" />
            <metadata xpath="ead:eventdescription" xpathType="element" name="eventdescription" level="1" repeatable="false" visible="false" />
            <metadata xpath="ead:eventdatetime" xpathType="element" name="eventdatetime" level="1" repeatable="false" visible="false" />
        </metadata>

        <!-- viaf sample
        <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:corpname/ead:part" xpathType="element" name="Corporate" level="7" repeatable="true" searchable="true" showField="true" fieldType="viaf"
        searchFields="210__a; 111__a; 100__a; 110__a; 150__a; 151__a;" displayFields="001=NORM_IDENTIFIER; 0247_a=URI; 1001_a=NORM_NAME; 1001_d=NORM_LIFEPERIOD; 1001_q=NORM_SEX; 375__a=NORM_SEX;" />
        -->

        <!-- geonames sample
        <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:geogname/ead:part[@localtype='place']" xpathType="element" name="Place" level="7" repeatable="true" fieldType="geonames" visible="true" />
        -->
        <!-- gnd sample
        <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:persname/ead:part" xpathType="element" name="Person" level="7" repeatable="true" fieldType="gnd" visible="true" />
        -->

        <!-- extend configured areas -->
        <showGroup level="1" />

        <!--
        <showGroup level="2" />
        <showGroup level="3" />
        <showGroup level="4" />
        <showGroup level="5" />
        <showGroup level="6" />
        <showGroup level="7" />

        -->

        <treeView>
            <!-- tree view: display/hide node id-->
            <showNodeId>false</showNodeId>
        </treeView>

        <!-- enables template and project name selection in process creation area -->
        <showProjectSelection>false</showProjectSelection>
        <!-- 
        possible namespaces: 
            ead2: urn:isbn:1-931666-22-9
            ead3: http://ead3.archivists.org/schema/
            ead4: https://archivists.org/ns/ead/v4 
        -->
        <eadNamespaceRead>http://ead3.archivists.org/schema/</eadNamespaceRead>
        <eadNamespaceWrite>http://ead3.archivists.org/schema/</eadNamespaceWrite>

        <node name="file" ruleset="File" icon="fa fa-file-text-o" processTemplateId="456" />
        <node name="folder" ruleset="Folder" icon="fa fa-folder-open-o" processTemplateId="456" />
        <node name="image" ruleset="Picture" icon="fa fa-file-image-o" processTemplateId="456" />
        <node name="audio" ruleset="Audio" icon="fa fa-file-audio-o" processTemplateId="456" />
        <node name="video" ruleset="Video" icon="fa fa-file-video-o" processTemplateId="456" />
        <node name="other" ruleset="Other" icon="fa fa-file-o" processTemplateId="456" />
    </config>
    
    
    <config>
        <archive>ead2 sample</archive>
        <processTemplateId>2</processTemplateId>
        <nodeDefaultTitle>Document</nodeDefaultTitle>
        
        <lengthLimit>25</lengthLimit>
        
        <separator>_</separator>
        
        <useIdFromParent>false</useIdFromParent>
        
        <useShelfmarkAsId>false</useShelfmarkAsId>

        <metadata xpath="./ead:eadheader[@countryencoding='iso3166-1'][@dateencoding='iso8601'][@langencoding='iso639-2b'][@repositoryencoding='iso15511'][@scriptencoding='iso15924']/ead:eadid/@mainagencycode" xpathType="attribute" name="mainagencycode" level="1" repeatable="false" visible="false"/>
        <metadata xpath="./ead:eadheader/ead:profiledesc/ead:creation/@normal" xpathType="attribute" name="normalcreationdate" level="1" repeatable="false" visible="false"/>
        <metadata xpath="./ead:eadheader/ead:profiledesc/ead:creation" xpathType="element" name="creationdate" level="1" repeatable="false" visible="false"/>
        <metadata xpath="./ead:eadheader/ead:filedesc/ead:titlestmt/ead:titleproper" xpathType="element" name="titlestmt" level="1" repeatable="false" visible="false"/>

        <!--  Identity Statement Area -->
        <metadata xpath="./ead:control/ead:maintenanceagency/ead:agencycode" xpathType="element" name="agencycode" level="1" repeatable="false" fieldType="input"/>
        <metadata xpath="./ead:eadheader/ead:eadid" xpathType="element" name="eadid" level="1" repeatable="false" showField="false" fieldType="input" rulesetName="EADID"/>
        <metadata xpath="./ead:control/ead:recordid" xpathType="element" name="recordid" level="1" repeatable="false" fieldType="input" rulesetName="RecordID"/>
        <metadata xpath="(./ead:archdesc/ead:did/ead:unitid[not(@type)] | ./ead:did/ead:unitid[not(@type)])[1]" xpathType="element" name="unitid" level="1" repeatable="false" showField="false" fieldType="input" rulesetName="UnitID"/>

        <metadata xpath="./ead:did/ead:unitid[@type='Vorl. Nr.']" xpathType="element" name="Number" level="1" repeatable="true" />
        <metadata xpath="./ead:did/ead:unitid[@type='Altsignatur']" xpathType="element" name="Shelfmark" level="1" repeatable="true" rulesetName="shelfmarksource" validationType="unique">
            <validationError>Der Wert wurde an anderer Stelle bereits verwendet</validationError>
        </metadata>
        <metadata xpath="(./ead:archdesc/ead:did/ead:unittitle | ./ead:did/ead:unittitle)[1]" xpathType="element" name="unittitle" level="1" repeatable="false" fieldType="textarea" rulesetName="TitleDocMain" importMetadataInChild="false" />
        <metadata xpath="(./ead:archdesc/ead:did/ead:unitdate | ./ead:did/ead:unitdate)[1]" xpathType="element" name="unitdate" level="1" repeatable="false" rulesetName="PublicationYear" importMetadataInChild="false" regularExpression="\\d{4}" validationType="regex">
            <validationError>Der Wert ist keine vierstellige Jahreszahl</validationError>
        </metadata>
        <metadata xpath="(./ead:archdesc/ead:did/ead:unitdatestructured | ./ead:did/ead:unitdatestructured)[1]" xpathType="element" name="unitdatestructured" level="1" repeatable="false"  rulesetName="DateOfOrigin"/>
        <metadata xpath="(./ead:archdesc/@level | ./@level)[1]" xpathType="attribute" name="descriptionLevel" level="1" repeatable="false" fieldType="dropdown">
            <value>collection</value>
            <value>fonds</value>
            <value>class</value>
            <value>recordgrp</value>
            <value>series</value>
            <value>subfonds</value>
            <value>subgrp</value>
            <value>subseries</value>
            <value>file</value>
            <value>item</value>
            <value>otherlevel</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:physdesc | ./ead:did/ead:physdesc)[1]" xpathType="element" name="physdesc" level="1" repeatable="false" rulesetName="Format" />
        <metadata xpath="(./ead:archdesc/ead:did/ead:physdescstructured | ./ead:did/ead:physdescstructured)[1]" xpathType="element" name="physdescstructured" level="1" repeatable="false" rulesetName="physicalDescriptionExtent" />

        <!-- Context Area -->
        <metadata xpath="(./ead:archdesc/ead:did/ead:origination | ./ead:did/ead:origination)[1]" xpathType="element" name="origination" level="2" repeatable="true" rulesetName="Provenience"/>
        <metadata xpath="(./ead:archdesc/ead:odd/ead:head | ./ead:odd/ead:head)[1]" xpathType="element" name="role" level="2" repeatable="false" fieldType="vocabulary">
            <vocabulary>Rollen</vocabulary>
            <!--<searchParameter>type=visible</searchParameter>-->
        </metadata>
        <metadata xpath="(./ead:archdesc/ead:odd/ead:p | ./ead:odd/ead:p)[1]" xpathType="element" name="person" level="2" repeatable="false"/>

        <metadata xpath="(./ead:archdesc/ead:dsc/ead:bioghist | ./ead:dsc/ead:bioghist)[1]" xpathType="element" name="bioghist" level="2" repeatable="true" fieldType="textarea" rulesetName="BiographicalInformation" />
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:custodhist | ./ead:dsc/ead:custodhist)[1]" xpathType="element" name="custodhist" level="2" repeatable="false" fieldType="textarea" rulesetName="InventoryHistory"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:acqinfo | ./ead:dsc/ead:acqinfo)[1]" xpathType="element" name="acqinfo" level="2" repeatable="false" fieldType="dropdown" rulesetName="AquisitionInformation" >
            <value>value 1</value>
            <value>value 2</value>
            <value>...</value>
        </metadata>

        <!-- Content and Structure Area -->
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:scopecontent | ./ead:dsc/ead:scopecontent)[1]" xpathType="element" name="scopecontent" level="3" repeatable="false" fieldType="textarea" rulesetName="ContentDescription"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:appraisal | ./ead:dsc/ead:appraisal)[1]" xpathType="element" name="appraisal" level="3" repeatable="false" fieldType="textarea" rulesetName="AppraisalInformation"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:accruals | ./ead:dsc/ead:accruals)[1]" xpathType="element" name="accruals" level="3" repeatable="true" fieldType="textarea" rulesetName="Additions"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:arrangement | ./ead:dsc/ead:arrangement)[1]" xpathType="element" name="arrangement" level="3" repeatable="false" fieldType="textarea" rulesetName="Arrangement"/>

        <!-- Condition of Access and Use Area -->
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:accessrestrict | ./ead:dsc/ead:accessrestrict)[1]" xpathType="element" name="accessrestrict" level="4" repeatable="false" fieldType="dropdown" rulesetName="RestrictionOnAccessLicense" importMetadataInChild="true">
            <value>open access</value>
            <value>restricted</value>
            <value>required registration</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:dsc/ead:userestrict | ./ead:dsc/ead:userestrict)[1]" xpathType="element" name="userestrict" level="4" repeatable="false" fieldType="dropdown" importMetadataInChild="true" rulesetName="UseRestriction">
            <value>damaged</value>
            <value>good condition</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:langmaterial[@label='Language']/ead:language | ./ead:did/ead:langmaterial[@label='Language']/ead:language)[1]" xpathType="element" name="langmaterial" level="4" repeatable="false" fieldType="multiselect" rulesetName="DocLanguage" importMetadataInChild="false">
            <value>eng</value>
            <value>ger</value>
            <value>dut</value>
            <value>fre</value>
            <value>esp</value>
            <value>ita</value>
            <value>lat</value>
            <value>pol</value>
            <value>rus</value>
            <value>swe</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:did/ead:langmaterial[@label='font'] | ./ead:did/ead:langmaterial[@label='font'])[1]" xpathType="element" name="font" level="4" repeatable="false" fieldType="multiselect" rulesetName="FontType" importMetadataInChild="false">
            <value>antiqua</value>
            <value>fracture</value>
            <value>handwritten</value>
            <value>mixed</value>
            <value>no text</value>
        </metadata>

        <metadata xpath="(./ead:archdesc/ead:dsc/ead:phystech | ./ead:dsc/ead:phystech)[1]" xpathType="element" name="phystech" level="4" repeatable="false" fieldType="textarea" rulesetName="PhysTech" />
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:otherfindaid | ./ead:dsc/ead:otherfindaid)[1]" xpathType="element" name="otherfindaid" level="4" repeatable="false" fieldType="textarea" rulesetName="OtherFindAid"/>

        <!-- Allied Materials Area -->
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:originalsloc | ./ead:dsc/ead:originalsloc)[1]" xpathType="element" name="originalsloc" level="5" repeatable="false" fieldType="dropdown" rulesetName="OriginalsLocation">
            <value>value 1</value>
            <value>value 2</value>
        </metadata>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:altformavail | ./ead:dsc/ead:altformavail)[1]" xpathType="element" name="altformavail" level="5" repeatable="false" fieldType="dropdown" rulesetName="AlternativeFormAvailable">
            <value>value 1</value>
            <value>value 2</value>
        </metadata>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:relatedmaterial/ead:separatedmaterial | ./ead:dsc/ead:relatedmaterial/ead:separatedmaterial)[1]" xpathType="element" name="separatedmaterial" level="5" repeatable="false" rulesetName="SeparatedMaterial"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:bibliography | ./ead:dsc/ead:bibliography)[1]" xpathType="element" name="bibliography" level="5" repeatable="false" rulesetName="BibliographicCitation"/>


        <!-- Note Area -->
        <metadata xpath="(./ead:archdesc/ead:did/ead:didnote | ./ead:did/ead:didnote)[1]" xpathType="element" name="didnote" level="6" repeatable="false" fieldType="textarea" rulesetName="DidNote"/>
        <metadata xpath="(./ead:archdesc/ead:dsc/ead:odd | ./ead:dsc/ead:odd)[1]" xpathType="element" name="oddnote" level="6" repeatable="false" fieldType="textarea" rulesetName="Odd" />

        <!-- Description Control Area -->
        <metadata xpath="./ead:control/ead:conventiondeclaration" xpathType="element" name="conventiondeclaration" level="7" repeatable="false" fieldType="multiselect" rulesetName="ConventionDeclaration">
            <value>val 1</value>
            <value>val 2</value>
            <value>val 3</value>
            <value>val 4</value>
        </metadata>

        <eadNamespaceRead>urn:isbn:1-931666-22-9</eadNamespaceRead>
        <eadNamespaceWrite>urn:isbn:1-931666-22-9</eadNamespaceWrite>

        <node name="file" ruleset="File" icon="fa fa-file-text-o" processTemplateId="309544" />
        <node name="folder" ruleset="Folder" icon="fa fa-folder-open-o" processTemplateId="309544"/>
        <node name="image" ruleset="Picture" icon="fa fa-file-image-o" processTemplateId="309544" />
        <node name="audio" ruleset="Audio" icon="fa fa-file-audio-o" processTemplateId="309544"/>
        <node name="video" ruleset="Video" icon="fa fa-file-video-o" processTemplateId="309544"/>
        <node name="other" ruleset="Other" icon="fa fa-file-o" processTemplateId="309544" />
    </config>
    
    
</config_plugin>

General configuration

The connection to the Goobi viewer is configured in the <export> area. The location to which an export as EAD-XML is to be made and which inventories are to be exported are defined here. The export takes place automatically at regular intervals or can be started manually from the user interface.

In the second area <backup> an automatic backup of the individual inventories can be configured. A separate file is created for each inventory. You can define how many backups should be kept and which tool should be used to create the backups. If a password is required for database access, this can also be configured here.

This is followed by a repeatable <config> block. The repeatable <archive> element can be used to specify which files the <config> block should apply to. If there is to be a default block that applies to all documents, * can be used.

The <processTemplateId> is used to specify the production template on the basis of which the Goobi processes are to be created.

Configuration of the generation of task titles

The parameters <lengthLimit> <separator> <useIdFromParent> and <title> are used to configure the naming of the task to be generated:

  • The value <lengthLimit> sets a length limit for all tokens except the manually set prefix and suffix. The default setting is 0, i.e. it does not limit the length.

  • The parameter <separator> defines the separator to be used to combine all separate tokens. The default setting is _.

  • The parameter <useIdFromParent> configures whose ID should be used to create the task title. If it is set to true, the ID of the parent node is used. Otherwise, the ID of the current node is used.

  • The <title> parameter configures which metadata should be used for the title generation. The value attribute can contain a static text or the name attribute can contain the name of a metadata field. The type is used to control what should happen with the value NORMAL inserts the field unchanged, CAMEL_CASE replaces spaces and starts each word with a capital letter, AFTER_LAST_SEPARATOR always inserts the field at the end, BEFORE_FIRST_SEPARATOR always inserts it at the beginning. If no title has been configured, the process title is formed on the basis of the node ID.

Configuration of the reference between node and process

The two parameters <nodeIdentifierField> and <processIdentifierField> are used to link the node and the process. The <nodeIdentifierField> field contains the name of the field that contains the identifier of the node. Any configured field can be used. Unless otherwise specified, id is used. The <processIdentifierField> contains the metadata in which the identifier of the node is to be saved. This is usually NodeId.

If a new EAD file is imported or the ‘ Update references to processes ’ button is used, the configured metadata is searched for in all processes. The system then compares whether the metadata contains the value that is entered in the field in a node. If this is the case, a link is created between the node and the process. For all nodes for which no match was found, any existing links are removed.

Configuration of the metadata fields

This is followed by a list of <metadata> elements. This controls which fields are displayed, can be imported, how they should behave and whether there are validation rules.

Mandatory information

Each metadata field consists of at least the following mandatory information:

Value
Description

name

This value is used to identify the field. It must therefore contain a unique name. If the value has not been configured separately in the messages files, it is also used as the label of the field.

level

This defines the area in which the metadata is inserted. The numbers 1-7 are permitted: 1. identification, 2. context, 3. content and internal organisation, 4. conditions of access and use, 5. related documents, 6. notes, 7. directory control.

Optional information

There are also a number of other optional details:

Value
Description

xpath

Defines an XPath expression that is used both for reading from existing EAD files and for writing the EAD file. In the case of the main element, the path is relative to the <ead> element; for all other nodes, it is always relative to the <c> element.

@xpathType

This defines whether the XPath expression returns an element (default), an attribute or a text.

@visible

This can be used to control whether the metadata is displayed in the mask or hidden. The field may contain the two values true (default) and false.

@repeatable

Defines whether the field is repeatable. The field may contain the two values true and false (default).

@showField

Defines whether the field is displayed open in the detail display, even if no value is yet available. The field may contain the two values true and false (default).

@rulesetName

A metadata from the rule set can be specified here. When a Goobi process is created for the node, the configured metadata is created.

@importMetadataInChild

This can be used to control whether the metadata should also be created in Goobi processes of child nodes. The field may contain the two values true and false (default).

@fieldType

Controls the behaviour of the field. Possible are input (default) , textarea, dropdown, multiselect, vocabulary, nodelink, gnd, geonames, viaf

value

This sub-element is only used for the two types ‘dropdown’ and ‘multiselect’ and contains the possible values that are to be available for selection.

vocabulary

This sub-element contains the name of the vocabulary to be used. It is only evaluated if vocabulary, dropdown or multiselect is set in the field type and no <value> elements have been configured. The selection list contains the main value of each record.

searchParameter

This repeatable subfield can be used to define search parameters with which the vocabulary is filtered, the syntax is fieldname=value.

@validationType

Here you can set whether the field should be validated. Different rules are possible, which can be combined. unique checks that the content of the field has not been used elsewhere, required ensures that the field contains a value. The type regex can be used to check whether the value filled in corresponds to a regular expression, date checks whether the value corresponds to an EDTF date and list tests whether the value used is contained in the configured list.

Several validation rules can also be combined, for example unique+required, regex+required, regex+unique or date+required. In this case, all specified rules must be fulfilled.

@regularExpression

The regular expression to be used for regex validation is specified here. IMPORTANT: the backslash must be masked by a second backslash. A class is therefore not defined by \w, but by \w.

validationError

This subfield contains a text that is displayed if the field content violates the validation rules.

@searchable

This can be used to control whether the metadata should be offered as a field in the advanced search. The field may contain the two values true and false (default).

Examples of different field configurations

Simple input field

<metadata xpath="./ead:control/ead:maintenanceagency/ead:agencycode" xpathType="element" name="agencycode" level="1" repeatable="false" fieldType="input"/>

Textfeld

<metadata xpath="(./ead:archdesc/ead:did/ead:unittitle | ./ead:did/ead:unittitle)[1]" xpathType="element" name="unittitle" level="1" repeatable="false" fieldType="textarea" rulesetName="TitleDocMain" importMetadataInChild="false" />

Selection list

<metadata xpath="(./ead:archdesc/@level | ./@level)[1]" xpathType="attribute" name="descriptionLevel" level="1" repeatable="false" fieldType="dropdown">
    <value>collection</value>
    <value>fonds</value>
    <value>class</value>
    <value>recordgrp</value>
    <value>series</value>
    <value>subfonds</value>
    <value>subgrp</value>
    <value>subseries</value>
    <value>file</value>
    <value>item</value>
    <value>otherlevel</value>
</metadata>

Multiple selection

        <metadata xpath="(./ead:archdesc/ead:did/ead:langmaterial[@label='font'] | ./ead:did/ead:langmaterial[@label='font'])[1]" xpathType="element" name="font" level="4" repeatable="false"
            fieldType="multiselect" rulesetName="FontType" importMetadataInChild="false">
            <value>antiqua</value>
            <value>fracture</value>
            <value>handwritten</value>
            <value>mixed</value>
            <value>no text</value>
        </metadata>

Validierung von Datumsangaben im ISO 8601 Format

<metadata xpath="(./ead:archdesc/ead:did/ead:unitdate | ./ead:did/ead:unitdate)[1]" xpathType="element" name="unitdate" level="1" repeatable="false" rulesetName="PublicationYear" importMetadataInChild="false" regularExpression="^([0-9]{4}\\-[0-9]{2}\\-[0-9]{2}|[0-9]{4})(\\s?\\-\s?([0-9]{4}\\-[0-9]{2}\\-[0-9]{2}|[0-9]{4}))?$" validationType="regex">
  <validationError>Der Wert ist keine Datumsangabe. Erlaubte Werte sind entweder Jahreszahlen (YYYY), exakte Datumsangaben (YYYY-MM-DD) oder Zeiträume (YYYY - YYYY, YYYY-MM-DD-YYYY-MM-DD)</validationError>
</metadata>

Validation of dates in EDTF format

<metadata xpath="(./ead:archdesc/ead:did/ead:unitdate | ./ead:did/ead:unitdate)[1]" xpathType="element" name="unitdate" level="1" repeatable="false" rulesetName="PublicationYear" importMetadataInChild="false" validationType="date">
  <validationError>Der Wert ist keine Datumsangabe</validationError>
</metadata>

Connection of a controlled vocabulary

<metadata xpath="(./ead:archdesc/ead:dsc/ead:acqinfo | ./ead:dsc/ead:acqinfo)[1]" xpathType="element" name="acqinfo" level="2" repeatable="false" fieldType="vocabulary" rulesetName="AquisitionInformation" >
  <vocabulary>Aquisition</vocabulary>
  <searchParameter>type=visible</searchParameter>
  <searchParameter>active=true</searchParameter>
</metadata>

Linking to another node within the inventory

        <metadata xpath="(./ead:archdesc/ead:relatedmaterial/ead:ref | ./ead:relatedmaterial/ead:ref)" xpathType="element" name="nodelink" fieldType="nodelink" level="5" repeatable="false" />

Search in the GND

            <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:persname/ead:part" xpathType="element" name="Person" level="7" repeatable="true" fieldType="gnd" visible="true" />

Search in Geonames

            <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:geogname/ead:part[@localtype='place']" xpathType="element" name="Place" level="7" repeatable="true" fieldType="geonames" visible="true" />

Search in VIAF

            <metadata xpath="./ead:archdesc/ead:index/ead:indexentry/ead:corpname/ead:part" xpathType="element" name="Corporate" level="7" repeatable="true"
                searchable="true" showField="true" fieldType="viaf" searchFields="210__a; 111__a; 100__a; 110__a; 150__a; 151__a;"
                displayFields="001=NORM_IDENTIFIER; 0247_a=URI; 1001_a=NORM_NAME; 1001_d=NORM_LIFEPERIOD; 1001_q=NORM_SEX; 375__a=NORM_SEX;" />

Configuration of the display of the areas

In the default setting, the individual sections 1 Identification, 2 Context, 3 Content and internal organisation, 4 Access and usage conditions, 5 Related documents, 6 Notes and 7 Directory control are collapsed for reasons of space and are not displayed. The element <showGroup level=‘1’ /> can be used so that they are already expanded and displayed when a node is selected. The ordinal number in the level attribute is used to control which area is expanded. The attribute <showField=‘true’ can be used within the <metadata> definition to display unfilled metadata immediately without adding it using a badge.

Configuration of the XML namespace

The two elements <eadNamespaceRead> and <eadNamespaceWrite> define which XML namespaces are to be used for reading and writing EAD documents. Usually both contain the same value. However, EAD2 documents can also be read and exported as EAD3 documents. In this case, the corresponding namespaces must be defined and care must be taken in the xpath expressions of the individual metadata to ensure that both variants are specified. It is therefore easier to use the enclosed converter and convert from EAD2 to EAD3 before importing the documents.

  • Namespace for ead2 (deprecated): urn:isbn:1-931666-22-9

  • Namespace for ead3 (current): http://ead3.archivists.org/schema/

  • Namespace for ead4 (in draft status): https://archivists.org/ns/ead/v4

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