Difference between revisions of "CM manual Monitor your country"

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As country manager, you have specific access to certain data and information, enabling you to monitor what happens for your country within the portal.
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The content of this page has been integrated into the [https://www.archivesportaleurope.net/tools/for-content-providers/data-preparation/country-manager-manual/ website of Archives Portal Europe] now.
The published data has to be maintained and properly managed in the future, to enable the users of the Archives Portal Europe to find the most up-to-date information. The following principles should be noted:
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* keep the institutions' contact information (i.e. the EAG document) up-to-date. This allows the Archives Portal Europe technical team to manage the portal and ask for help if something is needed; in addition, the users of the Archives Portal Europe may need to contact content providers for more information,
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* if any change happens in source data and files such as EAD/XML or EAG/XML files, it is important to upload the latest version of the files as soon as possible; especially if there is a change of identifiers (URL, reference number etc); new data should be updated as soon as possible, this will prevent any missing information and broken links,
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* if data is delivered to Europeana and has been updated in the Archives Portal Europe afterwards, it is necessary to also update the Europeana delivery; the Dashboard has to be used to once again convert updated data into EDM and re-deliver it, because the data in Europeana will not be updated automatically,
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* if it is needed to delete data from the Archives Portal Europe and/or Europeana, it has to be done using the Dashboard; deactivation of data in the Archives Portal Europe and Europeana needs to be executed separately,
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* if the content provider knows the object type of digital objects (<dao>), please try to assign them for all the uploaded files; this gives the user of the Portal and Europeana useful information about the content of the archives; it may take time to do it, because this is normally new information not originally included in Finding Aids, but batch processing will help the content providers to do the job,
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* if the content provider would like to display (newly created) thumbnails for the Finding Aids in the "second display" of the Portal (the display of the full Finding Aid),the xlink:title attribute of the corresponding <dao> element needs to have the value "thumbnail"; this will be advantageous when the Finding Aids are also delivered to Europeana, creating <europeana:object> in the EDM records,
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* if the content provider would like to include the links to extra information such as the presentation of a complete (or part of a) Finding Aid at their website (the "link to original presentation"), the hyperlinks can be included in the attribute URL accompanying the element <eadid> (for the link to the complete Finding Aid) respectively in the attribute xlink:href of the element <unitid type="call number"><extptr> (for the link to one specific component of the Finding Aid).
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Finally: a Country Manager always has all relevant statistics about the content of the institutions of his/her country at his/her disposal via the Dashboard option "'''Download institution statistics'''": when clicking on that Dashboard link all information will be gathered in 'real time' and offered for download in an Open Office Calc file (see figure 10 below).
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[[File:APE_CM_manual_10.png|600px|thumb|left|CM manual, figure 10]]
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<br clear=all>
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[[Category:Dashboard_CM_manual]]
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Revision as of 09:01, 28 October 2022

The content of this page has been integrated into the website of Archives Portal Europe now.