Page History
...
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.
...
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.
...
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.
...
- 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
...
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).
...
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.
...
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.
...
- 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
...
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:
...
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
...
Overview
Content Tools