FL-Islandora Serials Module

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Contents

Overview

The serials module enables users to create a top-level metadata record that represents a serial title, and from that record to create a hierarchical tree view with links to individual serial issues. Serial issues are either a single PDF that represents an entire issue, or a set of PDFs that represent individual articles or sections of an issue.

An example of a serial title display in FL-Islandora:

SerialTitleDisplay.png

The “Serial Details” tab displays descriptive metadata and a thumbnail of the serial title:

SerialTitleDetails.png

Serial title objects, intermediate MODS objects, and PDF objects

The FL-Islandora serials module contains three different types of objects:

  • A Serial title object:
    • represents the serial title and contains MODS metadata and a thumbnail, a hierarchical tree, and links to other objects.
    • is the top-level object displayed in the “View all items” function or collection browse.
    • displays a hierarchical tree of one or more levels of hierarchy, with links to issues at the lowest level of the hierarchy
    • is parent to “intermediate objects” that represent nodes in the hierarchical tree display
  • An intermediate object:
    • simply represents a node or branch in the hierarchical tree display of the serial and contains no thumbnail or other content file/datastream
    • at the lowest level of the tree hierarchy the intermediate object is the “parent” of a serial issue (one or more PDFs)
    • is created from within the serial title object using the “intermediate management” function
    • contains only a MODS metadata datastream (and the Dublin Core datastream derived from the MODS and required by Islandora).
    • the intermediate object’s MODS datastream is created when the user creates the hierarchical tree. The MODS metadata can be edited either via an “intermediate management” form or directly from the intermediate object.
  • A PDF object:
    • represents either an entire serial issue, or a section or article of a serial issue
    • is linked to a “parent” intermediate object and loaded into Islandora from the Manage tab of the “parent” intermediate object
    • each PDF object contains its own MODS datastream.
    • if the PDF object represents an entire serial issue, its MODS datastream should contain issue-level metadata
    • if the PDF object represents a section or article of a serial issue, its MODS datastream should contain metadata describing the specific section or article

An example of an FL-Islandora serial title and relationships with intermediate objects and PDF objects. In this example the tree hierarchy has two levels, Volume and Issue.  :

SerialTreeHierarchyEx.png

The tree hierarchy for the serial described in the above diagram would appear in Islandora as follows:

SerialTreeHierarchy.png

  • Clicking on the “Issue 1” link under Volume 1 would retrieve a single PDF for the entire issue.
  • Clicking on the “Issue 1” link under Volume 2 would retrieve a table of contents with links to single PDFs representing articles, similar to the display below:

SerialPDFtoc.png

Note that the Full Description tab displays the descriptive metadata for the serial issue intermediate object (No. 4), and the Serial Details tab displays the descriptive metadata for the serial title object (Journal of Coastal Research).


Creating a Serial title object

Creating the MODS metadata and adding a thumbnail

At a minimum, a serial title object requires MODS descriptive metadata and a thumbnail representing the entire serial title.

1. Prerequisite: serial objects can only be created in a collection that has the “Islandora Serial Object Content Model enabled. (Do not enable the Islandora Serial Object Intermediate Content Model or the Islandora Serial Object Intermediate Category Content Model.)

EnableSerialObjectContentModel.png

2. From within a collection that has the Serial Object Content Model enabled, click on the Manage tab, and “+ Add an object to this collection” link.

3. Select a MODS edit form and created metadata as appropriate for the serial title, and click Next.

4. On the next screen you’ll be presented with the option to define levels of hierarchy for your serial title, but if you do not wish to do so click “Ingest” to save your MODS metadata. You’ll be able to define levels of hierarchy at a later time:

IngestSerialLevelConfig.png

5. To add a thumbnail for display with your serial title, click on the “Manage” tab, then the “Datastreams” tab, and the “Add a datastream” function:

SerialAddDatastream.png

6. Then upload your thumbnail image, making sure to give it a Datastream ID of “TN” and click “Add Datastream” to save the thumbnail image to your serial title object:

SerialAddTN.png

Defining levels of hierarchy for the hierarchical tree display (creating intermediate objects)

The serials module requires you to define the number of levels of hierarchy for each serial title’s hierarchical tree display. Each serial title has its own definition of levels of hierarchy and default metadata that will be used to create the hierarchical tree display.

To define levels of hierarchy for your serial title’s tree display:

1. Click on the serial title object’s Manage tab, then on the “Intermediate Management” link. You’ll be presented with a screen similar to the one pictured above, indicating that no levels of hierarchy have been defined for this serial title:

SerialLevelConfig.png

2. Select “Add a level”. You can now define the number of levels of hierarchy in your tree display and the default labels that will appear in the tree display. These labels also populate the MODS datastream for the intermediate objects in the tree. An example of perhaps the most common setup of two levels of hierarchy, volume and issue. (Note that the “default caption value” is the text that will display to the public in the tree, and the MODS)

SerialAddLevel.png

3. The Serial Level Configuration is saved to the serial title object as a “SERIALS-LEVELS” datastream. You will be able to modify and delete the SERIALS-LEVELS file as long as you have not created the tree display.

Creating the nodes/branches of the hierarchical tree display

Once your levels of hierarchy are defined you’ll be ready to create the actual hierarchical tree display. That process will use the defaults defined in your SERIALS-LEVELS file.

To create the initial hierarchical tree display, use the following procedure:

1. From a serial title object record click on the Manage tab and then on the Intermediate Management link.

2. You’ll be presented with the Serial Level Configuration screen (SERIALS-LEVELS) for a last opportunity to modify the hierarchy. If you’re satisfied with your hierarchy, click “Next”.

3. You’ll be presented with a “Create Intermediate Objects” screen. This is a screen that creates a “drag and drop” table. Click “Add another” to start building nodes/branches/intermediate objects of your tree.

4. The table will be populated with an intermediate object at the highest level of your hierarchy, and the Caption field will default to the caption you input in your Serial Level Configuration file. File in the Number field with the value to display in your tree and click “Update” to save.

SerialCreateIntermediate1.png

In the above example, the caption is “Vol.” and the number is “1”. The display label for that node/branch of the hierarchical tree display will be “Vol. 1”.

5. To create intermediate objects at the lower level of hierarchy, click “Add another”, then drag the new object to the right with your cursor. Islandora will indent the object and the caption will then default to the caption defined for Level 2 of your hierarchy:

SerialCreateIntermediate2.png

You can continue to create additional intermediate objects/nodes/branches using the above steps. Each row in the table will create an serials intermediate object.

Note that Updating/saving the table will cause the public display of the tree to be updated. At this point those nodes will not yet link to PDF objects.

Once you have created the initial serials hierarchy tree you can use the "Add Intermediate" button to quickly add intermediate serials objects:

The quick "Add Intermediate" function

The "Add Intermediate" button allows you to quickly add nodes to your serials tree, especially if your serial has many nodes.

1. From the place in the hierarchy tree to which you'd like to add another node. For example, if your 1st level of hierarchy is "Year" you must be at the serial title level. If you wish to add a second level of hierarchy node, e.g., month, you must first click on the year to which you'd like to add a month.

2. Then click "Manage" and "Add Intermediate". You'll see a screen with a brief display in which the node type has been provided by Islandora. (Hint, if you see the wrong node Type being displayed you are in the wrong node.):

Intermediate add.png

3. Fill in the appropriate Caption and Number for the node.

4. Click "Add". You'll remain in the "Add Intermediate" screen and will be able to create additional nodes at the same level (e.g., all months in a given year).

5. When you're finished adding new nodes simple close the pop-up.


You can then return to the tree and add PDFs to your new node(s).

Modifying the nodes/branches of the hierarchical tree display

The hierarchical tree display can be modified at any time after it has been created. You can “drag and drop” nodes/branches of the tree at any level from the “Intermediate Management” function. Any PDFs linked to the intermediate objects will move with them.

You can also modify the caption and number values at any time from this table, and the changes will be reflected both in the hierarchical tree display as well as in the MODS of the intermediate objects.

Creating PDF objects

The PDF management function and the ability to load PDFs is available only at the lowest level of the tree hierarchy. You cannot load PDFs at any other level of the hierarchical tree. For example, if your hierarchical tree contains two levels of hierarchy, volumes and issues, you will only be able to add PDFs at the issue level and will not be able to add/link PDFs at the volume level.

Serials PDF objects are virtually identical to PDF objects created using the PDF Content Model, however, you cannot modify/transform a PDF object loaded using the PDF Content Model into a serials PDF object. In other words, if you have already loaded a PDF representing a serials issue using the PDF Content Model that object will need to be reloaded from within the serials module if you want it to link to a node in the hierarchical tree display. FLVC is investigating a method for batch-loading serials issues via Offline Batch Ingest.

Creating a single PDF issue

If a serials issue is captured in a single PDF file it can be added to the serial record as follows:

1. From the serial title object, click on the node in the hierarchical tree display to which you want to attach the PDF. You will see a “No PDFs are currently associated” message.

2. Click on the Manage tab, and then on the PDF Management link.

3. At this point you can either click on “Add a PDF” to manually create MODS metadata or upload a MARCXML metadata file, or you can click on “Batch Import” to upload a .zip file containing a MODS metadata file and PDF object. (The “Add a Section” link is used to create table of contents sections for multi-PDF issues and will be described below.)

NOTE: We recommend that you use open source software such as 7-zip to create your Zip files for Islandora instead of the proprietary Microsoft NTFS compression available from a Windows context menu/right click.

If you choose to use the “Add a PDF” option, we recommend that you use the Full MODS edit form and within that form specifically the Related Item Part section of the form to describe the issue. The top-level Title element should be used for the serial title:

SerialMODSForm.png

Note that the Title in this section of the form refers to the title of an issue and not the serial title. 
All of the elements in the section of this form will display in the Full Description of the issue with the label “Issue”, 
in the following order Title, Number, Caption.  The MODS detail@type value does not display to the public.

The remainder of the process will be identical to that of creating any object in Islandora.

An example of a single PDF serial issue display. Note the Issue metadata at the bottom of the display:

SerialPDFIssueDisplay.png

Editing a single PDF issue

Because the serials module accommodates both single PDF and multiple PDF issues, staff users need to do the following in order to edit a single PDF issue:

1. From the serial title hierarchical tree display, click on the intermediate object to which the PDF issue is linked. For staff users only (public users are taken directly to the PDF display) the intermediate object will be displayed, along with a title link to the PDF issue:

SerialTitleLink.png

2. Click on the title link to view and edit the PDF object from the Manage tab:

SerialViewPDF.png

Creating a Multiple PDF issue

Creation of a serial issue containing one PDF per article is similar to the above procedure, with the following exceptions:

  • The Full Description tab of the multi-PDF issue is generated from the parent intermediate object’s MODS file. (The Full Description tab of the single PDF issue is generated from the PDF object’s MODS file.
  • A table of contents derived from a combination of article-level metadata and sections created using the PDF Management table is displayed in the summary tab.
  • The PDF Management function allows you rearrange the order of PDFs and to create and edit table of contents sections.


An example of a multi-PDF serials issue display:

SerialMultiPDFdisplay.png

The “Section” headings are manually created from the “PDF Management” screen found by clicking on the Manage tab. Note that staff users can edit and view single PDF objects from this display by clicking on the title link.

The same table of contents viewed from the “PDF Management” link found under the Manage tab:

SerialPDFManagement.png

  • The PDF Management function displays a “drag and drop” table allows you to use the DragArrow.png symbol to drag articles and sections to reorder them.
  • The “Add a Section” link allows you to create section headings to better organize the table of contents. Section headings can be edited or deleted at any time.
  • The “Add a PDF” function allows you to manually create/upload additional article-level PDFs and their metadata.
  • The “Batch Import” function allows to upload a .zip file containing metadata and/or PDFs for one or more articles. You can package all metadata and PDFs for all articles in an entire issue into one .zip file and load them using this function.
  • To view/edit individual article PDF objects, click on the View tab, then on the title of the desired article.

To create a multi-PDF issue:

1. From the serial title object, click on the node in the hierarchical tree display to which you want to attach the PDF. You will see a “No PDFs are currently associated” message.

2. Click on the Manage tab, and then on the PDF Management link.

3. At this point you can either click on “Add a PDF” to manually create MODS metadata or upload a MARCXML metadata file, or you can click on “Batch Import” to upload a .zip file containing one or more pairs of metadata and PDF files. You can load all articles for the entire issue in one batch.

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