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Plan to retest and document the entire ETD workflow in prod, from PQ SWORD import through external delivery via ScholarShare's OAI endpoint.
Holly will be doing this, no need for a discrete step. She’s working with Chad to harvest from the OAI endpoint into Alma, through a similar process used in several other systems. When new MARC records are generated, this will serve as the test described.
Follow up task: update OAI endpoint for other systems that currently harvest our ETDs (NDLTD, etc.)
Holly and Annie will investigate. Point person and workflow TBD.
Document the workflow and assignments once finalized.
Questions about Carla and Celio’s workflows from Alicia.
Do we absolutely need to be able to isolate the batches via metadata? In DSpace the fields to be cleaned up are not facetable.
Holly: the reason we need them isolatable is so they can be chunked up through the interface for metadata cleanup purposes (for example Celio’s advisor name cleanup). We may want to revisit our front end in terms of the facets.
Gabe: one way to do this is to put a per-batch value in a field not featured through the user view.
Note on workflow order- we tentatively decided Celio would clean up after Alicia publishes, but we’ll reevaluate as we train and talk to him and Carla.
Note: 2 other institutions that use OR and PQ:
Augusta University - https://augusta.openrepository.com/
University of Maryland, Baltimore - https://archive.hshsl.umaryland.edu/If needed we can reach out to them about issues and workflow ideas.
Action items
- Gabe Galson will set up ETD admin access for Alicia
- Gabe Galson will figure out how Celio can isolate individual batches, report back to group.
- Holly Tomren will talk to Carla and Celio, then update this group on how to proceed with the planning of a training, through which we’ll get their input on the workflow structure
- Stefanie Ramsay (Unlicensed) will request a new share, defining the name and access in consultation with Annie and Alicia
- Gabe Galson will think of ways to split out new items from the Preservation exports
- Gabe Galson will schedule a part 2 meeting covering the ETD migration plan
- Gabe Galson will transfer the ETD delivery process from FTP to SWORD
- Alicia Pucci will train Celio and Carla, coordinate on training dates
- Holly Tomren will share the cleanup sheet she used that isolated supplemental files.
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