Page History
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Enter a search term (e.g., Short Name, Entry Title, a CMR concept id, a service keyword) . in the white 'Enter Search Term' box, and click on 'Search Services'. A table of CMR service records which match the search term will be presented (sorted by Name).
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Select a provider from the 'Select a Provider' drop-down list, and then click on 'Search Services'. A table of all CMR service records for the selected provider will be presented (sorted by Name).
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NOTE: Because the collection / service disassociation operation is asynchronous, the results page may be displayed before all disassociations have completed. You may need to click on the 'refresh the page' link to see the final results of the collection disassociation.
Manage Tools Metadata for my provider
Required Permissions
To create, update, or delete tool metadata records in the CMR, or to associate / disassociate tools with collections, your login user id must be a member of a group with Provider Object Permissions which include Ingest Operations Read and Update.
See your provider Administrator if you are not sure whether your user id has the correct permissions for these operations. The provider Administrator should refer to the "Manage 'Provider Object Permissions' for a user group" section below to assign these permissions.
Create a tool record in the CMR for my provider
1. On the 'Manage Tools' dashboard,
click on 'Create New Record'. A draft tool record will be created.
2. Begin filling in metadata fields for your draft tool record. Use the information icons (blue 'i') to get information about what fields mean and how to format their values.
3. Navigate from form to form using the Previous or Next buttons, or by choosing the next form to edit from the pull-down list at 'Save & Jump To:'. You may work on forms in any order. When you move from one form to another, your input from the previous form will be saved in your draft record.
4. Explicitly Save form input (within a session or at the end of a session) with the 'Save' button; Finish editing your draft record using the 'Done' button.
NOTE: When you are working with a draft tool record, all 'Save' and 'Done' operations update the draft record in the MMT database, not in the CMR, i.e., DRAFT records are not stored in the CMR. Your draft tool record will not be ingested into the CMR until you click on the 'Publish Tool Draft' button in step 7 below.
5. Follow progress of your draft record on the progress panel:
The icons on the progress panel have the following meanings:
6. View a HTML rendering of your tool record on the 'preview panel':
7. When all Required fields are complete with no validation errors (red icon) showing on the progress panel, you are ready to Publish your record to the CMR.
Click on the 'Publish Tool Draft' button above the Progress Panel on the draft record page:
8. You will see a green banner indicating that your tool record has been successfully published to the CMR. You will also receive an email stating that your record has been published, and providing the 'concept id' (CMR identifier) for the published record. You may use that concept id to search for your record on the MMT.
Find and view tool records in the CMR
Use the 'Search Tools ' interface in the upper right corner of the MMT banner:
Find records based on a keyword
Enter a search term (e.g., Short Name, Entry Title, a CMR concept id, a tool keyword) in the white 'Enter Search Term' box, and click on 'Search Tools'. A table of CMR tool records which match the search term will be presented (sorted by Name).
To view an html representation of the metadata for any tool in the search results table, click on the Name of the tool.
Find all tool records for a provider
Select a provider from the 'Select a Provider' drop-down list, and then click on 'Search Tools'.
A table of all CMR tool records for the selected provider will be presented (sorted by Name).
To view an html representation of the metadata for any tool record in the search results table, click on the Name of the tool in the search results table.
Update a tool record in the CMR for my provider
- Find the tool record using the instructions above (Find and view tool records in the CMR), and click on the Name of the tool in the search results table to view the tool display page.
- At the top of the tool display page, click on 'Edit Tool Record'
3. A new draft of this record will be created in the MMT database. The MMT will display the progress panel (and html representation) for the draft record.
4. On the progress panel, click on any section to begin editing the draft record. Use the progress panel and navigation buttons described above (Create a tool record in the CMR for my provider) to update the metadata in the draft record.
5. When you have finished editing the draft record, publish it to the CMR by clicking on the 'Publish Tool Draft' button above the progress panel. This will create a new revision of the tool record in the CMR. The CMR stores up to 10 revisions of each tool record. When an 11th revision is created, the first revision is deleted, and so on. Each revision of a tool record has the same concept id as the original tool record.
Clone and edit a tool record in the CMR for my provider
1. Find the tool record using the instructions above (Find and View Tool in the CMR), and click on the Name of the tool to view the tool page.
2. At the top of the tool page, click on 'Clone Tool Record'
3. A draft of a clone of this record will be created in the MMT database. The MMT will display the progress panel (and html representation) for the draft record (the clone).
Since tool Names must be unique within a provider, the clone is initiated with a blank Name. The Entry Title of the clone will be initialized to '<entry title of the original record' - Cloned'. You may edit the record to change the default entry title of the clone.
NOTE: A prompt to enter a new Name and Long Name for the clone appears in the blue bar, and the progress panel indicates that the Name and Long Name have not yet been filled in.
4. On the progress panel, click on any section to begin editing the draft record (the clone). You must enter a new Name and Long Name for the clone. Use the progress panel and navigation buttons described above (Create a tool record in the CMR for my provider) to update the metadata in the draft record.
5. When you have finished editing the draft record (the clone), publish it to the CMR by clicking on the Publish Tool Draft button above the progress panel. The clone will be stored as a new tool record in the CMR, with a different concept id from the original record.
Download JSON for a tool record in the CMR
1. Find the tool record using the instructions above (Find and View Tool in the CMR), and click on the Name of the tool to view the tool page.
2. At the top of the tool page, click on 'Download JSON'
3. Your browser and local machine will now prompt you through the download process, and a JSON version of the tool record will be downloaded to your local machine.
Delete a tool record in the CMR for my provider
- Find the tool record using the instructions above (Find and View Tool in the CMR), and click on the Name of the tool to view the tool page.
- At the top of the tool page, click on 'Delete Tool Record'
3. You will see a pop-up message asking you to confirm the tool record deletion.
4. Click on Yes to delete the tool record. The MMT will then display a 'Tool Deleted Successfully!' message.
Revert to a previous revision of a tool record in the CMR for my provider
1. Find the tool record using the instructions above (Find and View Tool in the CMR), and click on the Name of the tool to view the tool page.
2. At the top of the tool page, click on 'Revisions (<number of revisions>)'
3. A table of the (up to) 10 most recent revisions of the tool record will be displayed.
4. You may View previous revisions of the record by clicking on the 'View' link next to the Revision Description. After you determine which revision you want to revert to, click on 'Revert to this Revision' in the Actions column for that revision. You will see a pop-up message asking you to confirm the action:
5. Click on Yes to revert to the selected previous revision of the record. The MMT will then display a 'Revision Created Successfully!' message, as well as the new revision history for the record.
If there were no revisions before you reverted to a previous revision, there will now be n+1 revisions, and the n+1st revision will be identical to the previous revision to which you reverted.
Produce a Holdings Report for my provider
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Manage Subscriptions for my provider
Required Permissions
To create, update, delete or view subscriptions, your username must be a member of a group with Provider Object Permissions which include Subscription Management.
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Overview
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