Forum Admin offer project templates as a way to start your project with a guideline. Project templates consist of pre-built metadata schemas, meaning the field labels are created, the field types designated, description text added, and the position number of the fields in the item panel defined. For pre-built linked fields, suggested resources are already linked to use at your preference. Templates also come with a pre-built full cataloging form, representing every field in the metadata schema. Project templates are entirely editable to create your custom fields and cataloging forms, so you can always use a template to define your own metadata fields if you’re unsure where to begin.
Project templates include:
- Visual Resources Template
- Based on VRA Core 4.0, these fields are often intended for visual resources collections, but can be modified to fit other cultural heritage object collections.
- Dublin Core Template
- Based on Dublin Core fields, this template is useful for describing archival and print materials.
- Archivision Template
- Based on Archivision fields, this template is recommended for institutions subscribed to Archivision and interested in hosting the content in Forum. Visit Archivision.com to learn more about the base and modular collections or to obtain a copy of the data and images for uploading if your institution is subscribed.
- Blank Template
- An entirely empty template, you can build all your fields, field types, descriptions, and positions as a new custom project.
For a list of all fields, field types, and descriptions in each template, download Project Templates. You can configure template fields, field types and descriptions by following the instructions in Manage Project Fields.
Create New Project
To create a new project:
- Log into Forum Admin and select the Actions menu above the project panel.
- Input a name for your project. Select from one of the available templates, OR choose to create a blank project if you are building your metadata from scratch. (Note that it is highly recommend projects are built from a template to take advantage of Artstor-specific fields and pre-set schemas for customizing further.)
- Select Create, and your new project will appear in the list.
Copy Existing Project
To facilitate the process of creating projects, administrators can copy a completed project. This will automatically establish the fields, including the types, descriptions, and positions, as well as cataloging forms, publishing targets and field mappings. This is an especially useful if the project configurations are similar, but the content must be kept separate. Though you can copy the built structures of a project, field values are not copied. Also, fields which link to an integrated or external source in the project from which you copied will not retain their sources in the new project. Administrators will need to add the appropriate sources to the specific linked fields from the Fields tab. While it is useful in some instances to copy a project and re-use the publishing target, other projects may need to be established with a new target. Before you begin adding any content, go to the Targets tab and verify that this copied target is the intended publishing environment for your new, copied project. If it is not, select the target and remove it, then create your new target from any of the available target types. Remember to map your new project’s fields to the target fields, as well as add a collection description and representative image.
To copy an existing project:
- Select the project you want to copy in the project panel in Forum Admin.
- Select the Actions menu above the project panel and then Copy.
- Input a name for your project then select Create.Name your project, then click Create. Your new project will appear in the project panel.
- Navigate through the Fields, Cataloging Forms, Targets, and User Permissions tabs to edit any details for your new project.
To rename an existing project:
- Select the project you want to rename in the project panel.
- Select the Actions menu at the top of the project panel and then Edit.
- In the dialog window, enter the new name of the project and Save.
To delete a project:
- Suppress all items published to targets. If you want to delete a project that has been published to Omeka, exposed as OAI, or harvested for DPLA, additional steps are required. Please contact firstname.lastname@example.org to learn more.
- Select the project you want to delete in the project panel.
- Select the Actions menu at the top of the project panel and then Delete.
- A confirmation window will appear that reads: “All items in the project will be deleted.” Check the box to confirm and then select Delete.