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To use the MMT, you must have a CMR metadata provider context.   Ensure that, for each of your providers, your Earthdata Login username for the appropriate environment (SIT, UAT, PROD) is a member of a group (normally the Administrator group for the provider) that has both 'Provider Context' and 'Provider Object ACLs' permissions.  See Manage 'Provider Object Permissions' for a user group.

If you log in login to the MMT but have no provider context set, you will see the following page:

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Login to the MMT

Click on 'Earthdata Login with Launchpad', and log in login to the MMT using your Earthdata Login username and password Launchpad credentials for the appropriate environment (SIT, UAT, PROD)

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Change Provider

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6. View an HTML rendering of your collection record on the 'preview panel':

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7.  Special NOTES when creating or editing a collection level record:

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2. On the Overview tab of the collection information page, click on Metadata Download: 'Available Formats'. 

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3. You will see a pop-up window asking you to choose the format in which you would like to download the collection metadata.

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4. Click on the format that you would like.   Your browser and local machine will now prompt you through the download process.

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6. View an HTML rendering of your collection record template on the 'preview panel':

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7. Special NOTES when creating or editing a collection level record template:

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click on 'Create New Record'.  A draft variable record will be created.  

NOTE: Before a variable record can be published to the CMR, it must be associated with a published collection record. The collection association can be made before creating a new draft variable record by entering the collection Concept ID (if known) into the provided field OR the collection association can be made when completing the metadata forms (see below).


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2. Begin filling in metadata fields for your draft variable record.  Use the information icons (blue 'i') to get information about what fields mean and how to format their values.

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5. Follow progress of your draft record on the progress panel:


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The icons on the progress panel have the following meanings:

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7. When all Required fields are complete with no validation errors (red icon) showing on the progress panel, and the variable record has been associated to a collection, you are ready to Publish your record to the CMR.  Click on the 'Publish Variable Draft' button above the Progress Panel on the draft record page:

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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.

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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 variable record in the CMR for my provider) to update the metadata in the draft record. 

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If there were n 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.


Associate a Variable with

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a Collection for my provider

  1. Find the variable record using the instructions above (Find and view variable records in the CMR), and click on the Name of the variable in the search results table to view the variable display page.
  2. At the top of the variable display page, click on 'Manage Collection Associations.

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3. On the Collection Associations page, all collections already associated with this variable will be displayed in a table:


1. Before a variable record can be published to the CMR, it must be associated with a published collection record. The collection association can be made before creating a new draft variable record by entering the collection Concept ID (if known) into the provided field

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2. If the collection Concept ID is unknown, the collection association can be made by on the 'Collection Association' metadata form


4Image Removed4. To add new collection associations, click on the 'Add Collection Associations' button.
5. A Collection Association Search page will be displayed.   Choose a Search Field from the pull-down selections, and enter a Search Term (value) for that Search Field.   Note that wildcard searches are supported for some search fields.  (The text below the search field will tell you if wildcard searches are supported for that field.)
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A variable can only be associated with a single collection.  If a collection is already associated with this variable, it will be displayed in the table.


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6. A table 6. A table of collections matching the collection search criteria will be displayed.  Any collections in the search results that are already associated with the variable will be present in the table but grayed out.   Click Click on the checkbox beside each the collection that you wish to associate with the variable (or click the checkbox in the table header to select all collections in the table), and click on Submit below the collection search results table.   All The selected collections collection will be associated with the variable.


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7.   A Collection Associations results page will be displayed, showing all collections the collection now associated with the Variable.   This includes any prior associations plus the associations just completed.   

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NOTE:   Because the collection / variable association operation is asynchronous, the results page may be displayed before all associations have association has completed.   You may need to click on the 'refresh the page' link to see the final results of the collection association.

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Update a Variable

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- Collection Association for my provider

  1. Find the variable record using the instructions above (Find and view variable records in the CMR), and click on the Name of the variable in the search results table to view the variable display page.
  2. At the top of the variable display page, click on 'Manage Collection Associations;

  3. On the Collection Associations page, all collections the collection already associated with this variable will be displayed in a table:
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  4. Click the checkbox beside each collection whose association to this variable you wish to delete (or click the checkbox at the top of the table to select all collections in the table).
  5. Click on 'Delete Selected Associations'.  
  6. A Collection Association results page will be displayed, showing all collections still associated with the variable.   
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  7. on 'Update Collection Association'. A Collection Association Search page will be displayed.   Choose a Search Field from the pull-down selections, and enter a Search Term (value) for that Search Field.   Note that wildcard searches are supported for some search fields.  (The text below the search field will tell you if wildcard searches are supported for that field.)


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5. A table of collections matching the collection search criteria will be displayed.  Click on the checkbox beside the collection that you wish to associate with the variable, and click on Submit below the collection search results table.   The selected collection will be associated with the variable.


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6.   A Collection Associations results page will be displayed, showing the collection association has been updated. 

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NOTE:   Because the collection / variable association operation is asynchronous, the results page may be displayed before all association has NOTE:   Because the collection / variable 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 disassociationassociation.

Find which Collections are associated with a Variable 

  1. Find the variable record using the instructions above (Find and view variable records in the CMR), and click on the Name of the variable in the search results table to view the variable display page.
  2. At the top of the variable display page, click on 'Manage Collection Associations';

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  3. On the Collection Associations page, all collections already associated with this variable will be displayed in a table:

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Manage Service Metadata for my provider

Required Permissions

Manage Service Metadata for my provider

Required Permissions

To create, update, or delete service metadata records in the CMR, or to To create, update, or delete service metadata records in the CMR, or to associate / disassociate services with collections,  your login user id must be a member of a group with Provider Object Permissions which include Ingest Operations Read and Update.

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5. Follow progress of your draft record on the progress panel:

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The icons on the progress panel have the following meanings:

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6. View a HTML rendering of your service record on the 'preview panel':

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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.

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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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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.

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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 service record in the CMR for my provider) to update the metadata in the draft record. 

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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.

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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 service record in the CMR for my provider) to update the metadata in the draft record. 

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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.

Find which Collections are associated with a Service 

  1. Find the service record using the instructions above (Find and view service records in the CMR), and click on the Name of the service in the search results table to view the service display page.
  2. At the top of the service display page, click on 'Manage Collection Associations';

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  3. On the Collection Associations page, all collections already associated with this service will be displayed in a table:


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,

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click on 'Create New Record'.  A draft tool record will be created.   

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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.

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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.

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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.  

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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:

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The icons on the progress panel have the following meanings:

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6. View a HTML rendering of your tool record on the 'preview panel':

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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:

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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:

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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).


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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

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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).

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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

  1. 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.
  2. At the top of the tool display page, click on 'Edit Tool Record'

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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.

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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.

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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'

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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.

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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'

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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

  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 'Delete Tool Record'

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3. You will see a pop-up message asking you to confirm the tool record deletion.

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4. Click on Yes to delete the tool record.   The MMT will then display a 'Tool Deleted Successfully!' message.


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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>)'

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3. A table of the (up to) 10 most recent revisions of the tool record will be displayed.

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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:

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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.


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Associate a Tool with one or more Collections for my provider

  1. 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.
  2. At the top of the tool display page, click on 'Manage Collection Associations'.


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3. On the Collection Associations page, all collections already associated with this tool will be displayed in a table:


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4. To add new collection associations, click on the 'Add Collection Associations' button.
5. A Collection Association Search page will be displayed.   Choose a Search Field from the pull-down selections, and enter a Search Term (value) for that Search Field.   Note that wildcard searches are supported for some search fields.  (The text below the search field will tell you if wildcard searches are supported for that field.)
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6. A table of collections matching the collection search criteria will be displayed.  Any collections in the search results that are already associated with the tool will be present in the table but grayed out.   Click on the checkbox beside each collection that you wish to associate with the tool (or click the checkbox in the table header to select all collections in the table), and click on Submit below the collection search results table.   All selected collections will be associated with the tool.

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7.   A Collection Associations results page will be displayed, showing all collections now associated with the tool.   This includes any prior associations plus the associations just completed.

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NOTE:   Because the collection / tool association operation is asynchronous, the results page may be displayed before all associations have completed.   You may need to click on the 'refresh the page' link to see the final results of the collection association.

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Disassociate a Tool with one or more Collections for my provider

  1. 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.
  2. At the top of the tool display page, click on 'Manage Collection Associations';

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  3. On the Collection Associations page, all collections already associated with this tool will be displayed in a table:
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  4. Click the checkbox beside each collection whose association to this tool you wish to delete (or click the checkbox at the top of the table to select all collections in the table).
  5. Click on 'Delete Selected Associations'.  
  6. A Collection Association results page will be displayed, showing all collections still associated with the tool.   
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NOTE:   Because the collection / tool 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.

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Produce a Holdings Report for my provider 

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2. A table of groups that you are permitted to see will be displayed.  You may filter that table by Provider

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Current / Available Providers and/or by User (group member)

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Click on 'Apply Filters' to filter the table.

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4. The Group information page will be displayed.   The page shows the group name, group description, all Collection Permissions associated with the group (see next section of this User's Guide for a discussion of Collection Permissions), a link to the Provider Object Permissions associated with the group, and a table of group members.

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 5. You may Edit or Delete the group from the group display page using the Edit or Delete buttons at the bottom of the page,

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  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Groups'

2. A  A table of groups that you are permitted to see will be displayed.  You may filter that table by Provider

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Current / Available Providers and/or by User (group member)

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Click on 'Apply Filters' to filter the table.

3. From the resulting table of groups, select the group you wish to update by clicking on the 'Edit' Action in the row with the group name, OR you may click on the Group Name itself and use the Edit button on the group display page described in the previous section.

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  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Groups'

2. A  A table of groups that you are permitted to see will be displayed.  You may filter that table by Provider

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Current / Available Providers and/or by User (group member)

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Click on 'Apply Filters' to filter the table.

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4. Click on the Submit button at the bottom of the Edit page to save the changes to the Collection Permission.

Manage 'Provider Object Permissions' for a user group

NOTE:  You must have Administrator privileges for your provider to perform this operation.

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3. Click on the Name of a group in the table to edit the Provider Object Permissions for that group.  A table of Provider Objects for that group, with Create, Read, Update, and Delete permissions, will be displayed.  Check all appropriate boxes in the table and then click the 'Submit' button at the bottom of the page to save the changes.

 

Manage 'System Object Permissions' for a user group

NOTE:  You must have System Administrator privileges to perform this operation.operation.

  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'System Object Permissions'


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Manage Ordering for my provider

Manage Order Policies for my provider 

Create Order Policies for my provider


  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Order Policies'
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  2. If you have not yet defined the Order Policies for your provider, click on 'Create Order Policies',
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  3. Enter the order policies for your provider.   All required fields must be filled in.
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  4. Click Submit to save the Order Policies.

Update Order Policies for my provider


  1. On the 'Manage CMR' dashboard, under 'Permissions & GroupsOrders', click on 'System Object PermissionsOrder Policies'

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Manage Ordering for my provider

Manage Order Policies for my provider 

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2. The Order Policies for your provider will be displayed.

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3. Click on the Edit button to edit the policies.   Click on Submit when finished with the edits.

Delete Order Policies for my provider.

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Order Policies'

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 2. The Order Policies for your provider

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will be displayed.

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3. Click on 'Delete' to delete the order policies for your provider.  

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You will be prompted to confirm the deletion:

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4. Click 'Yes' to delete the Order Policies for your provider.

Test Routing Location Endpoint Connection for my provider orders

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  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Order Policies'

2 2. The Order Policies for your provider will be displayed.

3. Click on the Edit button to edit the policies.   Click on Submit when finished with the edits.

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 Click on 'Test Endpoint Connection'.   The MMT will test the endpoint that you have entered under Routing Location, and display a pop-up message indicating whether the endpoint connection was successful or not.

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Track Orders for my provider

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Order PoliciesTrack Orders'.

 2. The Order Policies for your provider will be displayed.

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3. Click on 'Delete' to delete the order policies for your provider.   You will be prompted to confirm the deletion:

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4. Click 'Yes' to delete the Order Policies for your provider.

Test Routing Location Endpoint Connection for my provider orders

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Order Policies'

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 2. The Order Policies for your provider will be displayed.

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3. Click on 'Test Endpoint Connection'.   The MMT will test the endpoint that you have entered under Routing Location, and display a pop-up message indicating whether the endpoint connection was successful or not.

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2.  Search for Orders for your provider either by: a) entering an Order GUID and clicking on the Submit button below the Order GUID; or b) entering a combination of order state, user ID, and date/time filters and clicking on the Submit button below the date/time filters.

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3. The MMT will display a table of orders for your provider which satisfy the search criteria.

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4. Click on Order GUID in the 'View Provider Order' column for any order in the table, to get more information about that order.

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Resubmit a Closed Order for my provider

  1. Find the Order using the instructions for 'Track Orders for my provider' above.
  2. Click on 'View Provider Order' for the CLOSED order you wish to resubmit.
  3. On the Order details page, click on 'Resubmit' beside the order state.
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Manage Order Options for my provider

Create an Order Option

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Create an Order Option'.  Or click on 'View Order Options', and on the display page for the order options, click on 'Track Orders'the 'Create an Order Option' button.

2.   Search for Orders for your provider either by: a) entering an Order GUID and clicking on the Submit button below the Order GUID; or b) entering a combination of order state, user ID, and date/time filters and clicking on the Submit button below the date/time filters.On the Order Option creation page, fill in all required fields for the Order Option, including the Order Form XML, and click on Submit.

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3. The MMT will display a table of orders for your provider which satisfy the search criteria.

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4. Click on Order GUID in the 'View Provider Order' column for any order in the table, to get more information about that order.

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Resubmit a Closed Order for my provider

status message which indicates the success or failure of your order option creation.

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Find an Order Option

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'View Order Options'

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2. A table of Order Options for your provider will be displayed.

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3. Click on the Order Option name to see the display page for that Order Option.

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Update an Order Option

  1. Find order options for your provider using the instructions for 'Find an Order OptionFind the Order using the instructions for 'Track Orders for my provider' above.
  2. Click on the 'View Provider Order' Edit' action in the row for the CLOSED order Order Option you wish to resubmit.
  3. On the Order details page, click on 'Resubmit' beside the order state.
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Manage Order Options for my provider

Create an Order Option

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Create an Order Option'.  Or click on 'View Order Options', and on the display page for the order options, click on the 'Create an Order Option' button.

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2. On the Order Option creation page, fill in all required fields for the Order Option, including the Order Form XML, and click on Submit.

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  1. edit, or click on the name of the Order Option you wish to edit, and then click on the Edit button on the Order Option display page.
  2. The Edit page for the Order Option will be displayed.
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  3. Edit the fields you wish to change, and click on Submit to save the changes.   NOTE:  YOU MUST CHANGE THE NAME OF THE ORDER OPTION WHEN EDITING IT.  THE ORDER OPTION WITH THE ORIGINAL NAME WILL BE DEPRECATED.
  4. The MMT will display a status message which indicates the success or failure of your order option

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Delete an Order Option

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'View Order Options'

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2. A table of Order Options for your provider will be displayed.

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3. Click on the Order Option name to see the display page for that Order Option.

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  1. Find order options for your provider using the instructions for 'Find an Order Option' above.
  2. Click on the 'Delete' action in the row for the Order Option you wish to delete, or click on the name of the Order Option you wish to delete, and then click on the Delete button on the Order Option display page.
  3. You will be prompted to confirm the deletion of the order option.   Click Yes to delete, or click No to avoid the deletion.
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Deprecate an Order Option

  1. Find order options for your provider using the instructions for 'Find an Order Option' above.
  2. Click on the 'EditDeprecate' action in the row for the Order Option you wish to editdeprecate, or click on the name of the Order Option you wish to deprecate, and then click on the Deprecate button on the Order Option display page.
  3. You will be prompted to confirm the deprecation of the Order Option you wish to edit, and then click on the Edit button on the Order Option display page.
  4. The Edit page for the Order Option will be displayed.
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  5. Edit the fields you wish to change, and click on Submit to save the changes.   NOTE:  YOU MUST CHANGE THE NAME OF THE ORDER OPTION WHEN EDITING IT.  THE ORDER OPTION WITH THE ORIGINAL NAME WILL BE DEPRECATED.
  6. the order option.   Click Yes to deprecate, or click No to avoid the deprecation.
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Assign an Order Option to Collections

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'Create an Order Option Assignment'.  Or click on 'View Order Option Assignments', and click on the 'Create an Order Option Assignment' on the resulting 'Order Option Assignments' page.

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2. On the Order Option Assignments page, choose an existing order option from the Option Definition pull-down, and then choose one or more collections to assign to the order option by using the Available Collections chooser.  You may filter the list of Available Collections by typing a partial string in the input box above the collection list.

Click Submit to associate the selected Order Option with the selected collection(s).

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3. The MMT will display a status message which indicates the success or failure of your order option

...

assignment.

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View existing Order Option

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to Collection assignments

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'View Order Option Assignments'

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2. On the Order Option Assignments page, select collections whose Order Option Assignments you wish to view, using the Available Collection chooser, and click on 'Display Assignments'.

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3. A table of selected Collections with their Order Option assignments will be displayed.   Only selected collections which have Order Option assignments will be initially displayed in the table.  Click the checkbox beside 'Include selected collections with no assigned options?' to see all selected collections in the table.

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Delete Order Option to Collection Assignments

  1. Find order option assignments to specific collections using the instructions for 'View existing Order Option to Collection Assignments' above.
  2. On the display table of Order Option to Collection Assignments, click the checkbox beside any Order Option to Collection Assignments that you wish to delete, and then click on 'Delete Selected Assignments'
  1. Find order options for your provider using the instructions for 'Find an Order Option' above.
  2. Click on the 'Delete' action in the row for the Order Option you wish to delete, or click on the name of the Order Option you wish to delete, and then click on the Delete button on the Order Option display page.
  3. You will be prompted to confirm the deletion of the order option.   Click Yes to delete, or click No to avoid the deletion.
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Deprecate an Order Option

  1. Find order options for your provider using the instructions for 'Find an Order Option' above.
  2. Click on the 'Deprecate' action in the row for the Order Option you wish to deprecate, or click on the name of the Order Option you wish to deprecate, and then click on the Deprecate button on the Order Option display page.
  3. You will be prompted to confirm the deprecation deletion of the order option assignments.   Click Yes to deprecatedelete, or click No to avoid the deprecation.
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  1. the deletion.
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Manage Services for my provider

Manage Service Entries for my provider

Create a Service Implementation 


  1. On the 'Manage CMR' dashboard, under 'OrdersService Management', click on 'Create an Order Option Assignment'.  Or click on 'View Order Option Assignments', and click on the 'Create an Order Option Assignment' on the resulting 'Order Option Assignments' page.

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2. On the Order Option Assignments page, choose an existing order option from the Option Definition pull-down, and then choose one or more collections to assign to the order option by using the Available Collections chooser.  You may filter the list of Available Collections by typing a partial string in the input box above the collection list.

Click Submit to associate the selected Order Option with the selected collection(s).

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3. The MMT will display a status message which indicates the success or failure of your order option assignment.

View existing Order Option to Collection assignments

  1. On the 'Manage CMR' dashboard, under 'Orders', click on 'View Order Option Assignments'

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2. On the Order Option Assignments page, select collections whose Order Option Assignments you wish to view, using the Available Collection chooser, and click on 'Display Assignments'.

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3. A table of selected Collections with their Order Option assignments will be displayed.   Only selected collections which have Order Option assignments will be initially displayed in the table.  Click the checkbox beside 'Include selected collections with no assigned options?' to see all selected collections in the table.

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Delete Order Option to Collection Assignments

  1. a Service Entry'
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  2. On the Service Entries creation page, fill in the Name, URL, and Description of the Service Implementation, choose a Type of 'Service Implementation', choose an existing (system-controlled) Service Interface, and optionally associate Collections with the Service Implementation using the Available Collections chooser.   Click on Submit to create the Service Implementation.
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  3. The MMT will display a status message which indicates the success or failure of your service implementation creation.

View Service Entries

  1.  On the 'Manage CMR' dashboard, under 'Service Management', click on 'View Service Entries'
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2. Service Entries for your provider will be displayed.

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Update a Service Entry 

  1. Find service entries for your provider using the instructions for 'View Service Entries for my provider 'above.
  2. Click on the 'Edit' action in the row for the Service Entry you wish to edit, or click on the name of the Service Entry you wish to edit, and then click on the Edit button on the Service Entry display page.   NOTE:  Providers are responsible for maintaining Service Entries of Type = Service Implementation.   Service Entries of Type = Service Interface are system-controlled.
  3. The Edit page for the Service Entry will be displayed.   
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  4. Edit the fields you wish to change, and click on Submit to save the changes.  
  5. The MMT will display a status message which indicates the success or failure of your service entry update.

Delete a Service Entry


  1. Find service entries for your provider using the instructions for 'View Service Entries for my provider 'above.
  2. Click on the 'Delete' action in the row for the Service Entry you wish to delete, or click on the name of the Service Entry
  3. Find order option assignments to specific collections using the instructions for 'View existing Order Option to Collection Assignments' above.
  4. On the display table of Order Option to Collection Assignments, click the checkbox beside any Order Option to Collection Assignments that you wish to delete, and then click on 'Delete Selected Assignments'on the Delete button on the Service Entry display page.   NOTE:  Providers are responsible for maintaining Service Entries of Type = Service Implementation.   Service Entries of Type = Service Interface are system-controlled.
  5. You will be prompted to confirm the deletion of the order option assignmentsservice entry.   Click Yes to delete, or click No to avoid the deletion.
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Manage

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Service Options for my provider

Create a Service

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Option


  1. On the 'Manage CMR' dashboard, under 'Service Management'', click on 'Create a Service Option'.  Or click on 'View Service Options', and on the display page for the service options, click on the 'Create a Service EntryService Option' button.

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2. On the Service

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Option creation page, fill in

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all required fields for the Service Option, including the Service Form XML, and click on Submit.

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3.  The MMT will display a status message which indicates the success or failure of

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your service option creation.

View Service Entries

  1.  On the 'Manage CMR' dashboard, under 'Service Management', click on 'View Service Entries'
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2. Service Entries for your provider will be displayed.

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Update a Service Entry 

  1. Find service entries for your provider using the instructions for 'View Service Entries for my provider 'above.
  2. Click on the 'Edit' action in the row for the Service Entry you wish to edit, or click on the name of the Service Entry you wish to edit, and then click on the Edit button on the Service Entry display page.   NOTE:  Providers are responsible for maintaining Service Entries of Type = Service Implementation.   Service Entries of Type = Service Interface are system-controlled.
  3. The Edit page for the Service Entry will be displayed.   
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  4. Edit the fields you wish to change, and click on Submit to save the changes.  
  5. The MMT will display a status message which indicates the success or failure of your service entry update.

Delete a Service Entry

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Find a Service Option

  1. On the 'Manage CMR' dashboard, under 'Service Management', click on 'View Service Options'. 

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2. A table of Service Options for your provider will be displayed.

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3. Click on the Service Option name to see the display page for that Service Option.

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Update a Service Option

  1. Find service options Find service entries for your provider using the instructions for 'View Service Entries for my provider Find a Service Option' above.
  2. Click on the 'DeleteEdit' action in the row for the Service Entry the Service Option you wish to deleteedit, or click on the name of the Service Entry the Service Option you wish to deleteedit, and then click on the Delete the Edit button on the Service Entry the Service Option display page.   NOTE:  Providers are responsible for maintaining Service Entries of Type = Service Implementation.   Service Entries of Type = Service Interface are system-controlled.
  3. You will be prompted to confirm the deletion of the service entry.   Click Yes to delete, or click No to avoid the deletion.
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Manage Service Options for my provider

Create a Service Option

  1. On the 'Manage CMR' dashboard, under 'Service Management', click on 'Create a Service Option'.  Or click on 'View Service Options', and on the display page for the service options, click on the 'Create a Service Option' button.

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2. On the Service Option creation page, fill in all required fields for the Service Option, including the Service Form XML, and click on Submit.

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3.  The MMT will display a status message which indicates the success or failure of your service option creation.

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  1. The Edit page for the Service Option will be displayed.

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4. Edit the fields you wish to change, and click on Submit to save the changes.  

5. The MMT will display a status message which indicates the success or failure of your service option update.

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Delete a Service Option

  1. Find service options for your provider using the instructions for 'Find a Service Option' above.
  2. Click on the 'Delete' action in the row for the Service Option you wish to delete, or click on the name of the Service Option you wish to delete, and then click on the Delete button on the Service Option display page.
  3. You will be prompted to confirm the deletion of the service option.   Click Yes to delete, or click No to avoid the deletion. 
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Assign a Service Option to Collections


  1. On the 'Manage CMR' dashboard, under 'Service Management', click on 'View Service Options'. 

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2. A table of Service Options for your provider will be displayed.

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3. Click on the Service Option name to see the display page for that Service Option.

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Update a Service Option

  1. Find service options for your provider using the instructions for 'Find a Service Option' above.
  2. Click on the 'Edit' action in the row for the Service Option you wish to edit, or click on the name of the Service Option you wish to edit, and then click on the Edit button on the Service Option display page.
  3. The Edit page for the Service Option will be displayed.

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4. Edit the fields you wish to change, and click on Submit to save the changes.  

5. The MMT will display a status message which indicates the success or failure of your service option update.

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Delete a Service Option

  1. Find service options for your provider using the instructions for 'Find a Service Option' above.
  2. Click on the 'Delete' action in the row for the Service Option you wish to delete, or click on the name of the Service Option you wish to delete, and then click on the Delete button on the Service Option display page.
  3. You will be prompted to confirm the deletion of the service option.   Click Yes to delete, or click No to avoid the deletion. 
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  1. on 'Create a Service Option Assignment'.   Or click on 'View Service Option Assignments', and click on the 'Create a Service Option Assignment' on the resulting 'Service Option Assignments' page.

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2. On the Service Option Assignments page, choose an existing Service Implementation (most providers only have one Service Implementation), choose an existing Service Option from the Service Option pull-down, and then choose one or more collections to assign to the order option by using the Available Collections chooser.  You may filter the list of Available Collections by typing a partial string in the input box above the collection list.   If the Service Option should apply only to selected collections with Granules, click the 'Granules Only?' checkbox.

Click Submit to associate the selected Service Option with the selected collection(s).

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3.  The MMT will display a status message which indicates the success or failure of your order option assignment.


View existing Service Option to Collection assignments 

  1. On the 'Manage CMR' dashboard, under 'Service Management', click on 'View Service Option Assignments'.

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2. On the Service Option Assignments page, select a Service Implementation, and click on '

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Display Assignments'.

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3.  A table of selected Service Option/Collection assignments for the selected Service Implementation will be displayed.  Each row in the table represents a three-way association of Service Implementation, Collection (Entry Title, Short Name, and Version) and Service Option.   The row also indicates if the Service Option / Collection association was created with the 'Granules Only' box checked.

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Delete Service Option to Collection assignment 


  1. Find service option assignments to specific collections using the instructions for 'View existing Service Option to Collection Assignments' above.
  2. On the display table of Service Option to Collection Assignments, click the checkbox beside any Service Option to Collection Assignments that you wish to delete, and then click on 'Delete Selected Assignments' at the bottom of the table:
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  3. You will be prompted to confirm the deletion of the order option assignments.   Click Yes to delete, or click No to avoid the deletion. 
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Manage Data Quality Summaries for my provider

A Data Quality Summary is a named object consisting of text that describes the quality of data in a collection or collections. 

Create a Data Quality Summary

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2. On the Service Option Assignments page, choose an existing Service Implementation (most providers only have one Service Implementation), choose an existing Service Option from the Service Option pull-down, and then choose one or more collections to assign to the order option by using the Available Collections chooser.  You may filter the list of Available Collections by typing a partial string in the input box above the collection list.   If the Service Option should apply only to selected collections with Granules, click the 'Granules Only?' checkbox.

Click Submit to associate the selected Service Option with the selected collection(s).

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3.  The MMT will display a status message which indicates the success or failure of your order option assignment.

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  1. On the 'Manage CMR' dashboard, under 'Service ManagementData Quality Summaries', click on 'View Service Option Assignmentson 'Create a Summary'.

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  1. On the Data Quality Summaries page,

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  1. enter a Name for your Data Quality Summary, and enter the Data Quality Summary text.     Click on Submit.

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3. The MMT will display the Data Quality Summary display page, with a green banner indicating that the Data Quality Summary was created successfully (or a pink banner indicating a failure creating the Data Quality Summary).

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Update a Data Quality Summary 

  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'View Summaries'.

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2. The MMT will display a table of Data Quality Summaries for your provider.

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3. Select the Data Quality Summary you wish to update and click on the Edit action for that Data Quality Summary.   (or you may click on the Name of the Data Quality Summary, and then click on the Edit button on the display page for that Data Quality Summary).

4. On the Edit page for the Data Quality Summary, update the Name and/or Summary fields as needed, and click Submit.

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Delete a Data Quality Summary

  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'View Summaries'..

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2. The MMT will display a table of Data Quality Summaries for your provider.

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3. Select the Data Quality Summary you wish to update and click on the Delete action for that Data Quality Summary.   (or you may click on the Name of the Data Quality Summary, and then click on the Delete button on the display page for that Data Quality Summary).

4. You will be asked to confirm the deletion:

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5. Click on 'Yes' to confirm the deletion.   The MMT will display a success message if the DQS is deleted:

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NOTE:   If the DQS is assigned to collections, you will not be able to delete the DQS until you have deleted its associations to collections first.

Assign a Data Quality Summary to Collections

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3.  A table of selected Service Option/Collection assignments for the selected Service Implementation will be displayed.  Each row in the table represents a three-way association of Service Implementation, Collection (Entry Title, Short Name, and Version) and Service Option.   The row also indicates if the Service Option / Collection association was created with the 'Granules Only' box checked.

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Delete Service Option to Collection assignment 

  1. Find service option assignments to specific collections using the instructions for 'View existing Service Option to Collection Assignments' above.
  2. On the display table of Service Option to Collection Assignments, click the checkbox beside any Service Option to Collection Assignments that you wish to delete, and then click on 'Delete Selected Assignments' at the bottom of the table:
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  3. You will be prompted to confirm the deletion of the order option assignments.   Click Yes to delete, or click No to avoid the deletion. 
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Manage Data Quality Summaries for my provider

A Data Quality Summary is a named object consisting of text that describes the quality of data in a collection or collections. 

Create a Data Quality Summary

  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'Create a Summary'.
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  2. On the Data Quality Summaries page, enter a Name for your Data Quality Summary, and enter the Data Quality Summary text.     Click on Submit.

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3. The MMT will display the Data Quality Summary display page, with a green banner indicating that the Data Quality Summary was created successfully (or a pink banner indicating a failure creating the Data Quality Summary).

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Update a Data Quality Summary 

  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'View SummariesCreate a Summary Assignment'.

 

2. The MMT will display a table of Data Quality Summaries for your provider.

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3. Select   On the page for creating the Data Quality Summary you wish to update and click on the Edit action for that Data Quality Summary.   (or you may click on the Name of the Data Quality Summary, and then click on the Edit button on the display page for that Data Quality Summary).

4. On the Edit page for the Data Quality Summary, update the Name and/or Summary fields as needed, and click Submit.

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Assignment, choose a Data Quality Summary for your provider from the drop down list, and then use the collection chooser to select one or more collections to associate with the Data Quality Summary.   Click on Submit to assign the Data Quality Summary to the selected collections.

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3. MMT will display a success or failure message for the Data Quality Summary assignment operations.

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View existing assignments of Data Quality Summaries to Collections

  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'View SummariesSummary Assignments'..

 

2. The MMT will display a table of Data Quality Summaries for your provider.

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3. Select the Data Quality Summary you wish to update and click on the Delete action for that Data Quality Summary.   (or you may click on the Name of the Data Quality Summary, and then click on the Delete button on the display page for that Data Quality Summary).

4. You will be asked to confirm the deletion:

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5. Click on 'Yes' to confirm the deletion.   The MMT will display a success message if the DQS is deleted:

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NOTE:   If the DQS is assigned to collections, you will not be able to delete the DQS until you have deleted its associations to collections first.

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On the Data Quality Summary Assignments page, use the Collection Chooser to select collections whose Data Quality Summary assignments you wish to see.  

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3. Click 'Display Assignments'.  A table of the selected collections with their Data Quality Summary assignments will be displayed.   Each selected collection will appear in one row per Data Quality Summary assigned to it.  If a selected collection has no Data Quality Summary assignments, it will not appear in the table unless you check the 'Include selected collections with no assigned summaries?' box at the top of the page.

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 Delete assignments of Data Quality Summaries to Collections


  1. On the 'Manage CMR' dashboard, under 'Data Quality Summaries', click on 'Create a Summary Assignment'.

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2.  On the page for creating the Data Quality Summary Assignment, choose a Data Quality Summary for your provider from the drop down list, and then use the collection chooser to select one or more collections to associate with the Data Quality Summary.   Click on Submit to assign the Data Quality Summary to the selected collections.

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  1. on 'View Summary Assignments'.

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2. On the Data Quality Summary Assignments page, use the Collection Chooser to select collections whose Data Quality Summary assignments you wish to see.  

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3. Click 'Display Assignments'.  A table of the selected collections with their Data Quality Summary assignments will be displayed.   Each selected collection will appear in one row per Data Quality Summary assigned to it.  If a selected collection has no Data Quality Summary assignments, it will not appear in the table unless you check the 'Include selected collections with no assigned summaries?' box at the top of the page.

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 4. Click on the check box beside any Collection/Data Quality Summary assignment you wish to delete, or click on the check box in the table header to delete all assignments in the table.  Click on 'Delete Selected Assignments'.

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5. The MMT will prompt you to confirm the deletion(s):

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6. Click 'Yes' to confirm the deletions.  The 3. MMT will display a success or failure message for the Data Quality Summary assignment operations.

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deletions(s).

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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.

See your provider Administrator if you are not sure whether your username 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 Subscription

  1. On the 'Manage CMR' dashboard, under 'Data Quality SummariesSubscriptions', click on 'View Summary AssignmentsCreate a Subscription'.

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  1. On the

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  1. Subscriptions page, enter a Name for your Subscription, the Collection Concept ID, Query parameters and name of the Subscriber.     Click on Submit.

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3. The MMT will display the Subscription display page, with a green banner indicating that the Subscription was created successfully (or a pink banner indicating a failure creating the Subscription).

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Update a Subscription

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3. Click 'Display Assignments'.  A table of the selected collections with their Data Quality Summary assignments will be displayed.   Each selected collection will appear in one row per Data Quality Summary assigned to it.  If a selected collection has no Data Quality Summary assignments, it will not appear in the table unless you check the 'Include selected collections with no assigned summaries?' box at the top of the page.

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...

  1. On the 'Manage CMR' dashboard, under 'Data Quality SummariesSubscriptions', click on 'View Summary AssignmentsSubscriptions'.

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2. On the Data Quality Summary Assignments page, use the Collection Chooser to select collections whose Data Quality Summary assignments you wish to see.  

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3. Click 'Display Assignments'.  A table of the selected collections with their Data Quality Summary assignments will be displayed.   Each selected collection will appear in one row per Data Quality Summary assigned to it.  If a selected collection has no Data Quality Summary assignments, it will not appear in the table unless you check the 'Include selected collections with no assigned summaries?' box at the top of the page.

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 4. Click on the check box beside any Collection/Data Quality Summary assignment you wish to delete, or click on the check box in the table header to delete all assignments in the table.  Click on 'Delete Selected Assignments'.

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5. The MMT will prompt you to confirm the deletion(s):

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6. Click 'Yes' to confirm the deletions.  The MMT will display a success or failure message for the deletions(s).

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2. The MMT will display a table of Subscriptions for your provider.

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3. Select the Subscription you wish to update and click on the Edit action for that Subscription.   (or you may click on the Name of the Subscription, and then click on the Edit button on the display page for that Subscription).

4. On the Edit page for the Subscription, update the Name and/or Query parameter fields as needed, and click Submit.

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Delete a Subscription

  1. On the 'Manage CMR' dashboard, under 'Subscriptions', click on 'View Subscriptions'..

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2. The MMT will display a table of Subscriptions for your provider.

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3. Select the Subscription you wish to update and click on the Delete action for that Subscription.   (or you may click on the Name of the Subscription, and then click on the Delete button on the display page for that Subscription).

4. You will be asked to confirm the deletion:

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5. Click on 'Yes' to confirm the deletion.   The MMT will display a success message if the Subscription is deleted:

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View existing Subscriptions

  1. On the 'Manage CMR' dashboard, under 'Subscriptions', click on 'View Subscriptions'.

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2. The MMT will display a table of Subscriptions for your provider. 

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Report problems or get help with MMT

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