dafv2 hands on lab 1. agenda administration manager administration manager roles, general settings,...

DAFv2 Hands on LabDAFv2 Hands on Lab

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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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Adding a new Role:Roles-Permissions

Click Here

Click Here

Type Role Name

Select Permissions

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Permission Tree Examples:Roles-Permissions

Simple User Shift Operator Administrator

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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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Configuring General Settings:General Settings

Click Here

Click Here

Adjust Setting Parameters

Select Setting to Adjust

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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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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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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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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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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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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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Click HereEnter External ID

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Job DetailsManage Job IDs

Job record (Marc)

Pre-Assign path to JobClick Here

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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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Available Jobs

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Started Jobs

Upload Selected Job

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Started Jobs

Download Selected Job

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Job History

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Started Jobs

Finish Selected Job

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• Job life cycle

Start

Reject

Assign

Redirect



New JobCheck-

inCheck-

outTo Repository

DownloadUpload





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Get New Job

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Reject Selected Job

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Approve Rejection

Pending Jobs

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• Job life cycle

Start

Reject

Assign

Redirect



New JobCheck-

inCheck-

outTo Repository

DownloadUpload





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Redirect Selected Job

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Get New Job

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Finish Selected Job

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Job History

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Get New Job

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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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http://wiki.bibalex.org/DAFWiki

http://wiki.bibalex.org/DAFWiki

Thank You

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dafv2 hands on lab 1. agenda administration manager administration manager roles, general settings,...

Documents

administrati manager

phasea job

starting user

user rates

default jobtype

checkin pluginsassign

on7 media types

late jobs