GREENSTONE DIGITAL LIBRARY USER'S GUIDE
Chapter 3 Making Greenstone Collections
The simplest way to build new collections is to use Greenstone's “librarian” interface (GLI). This allows you to collect sets of documents, import or assign metadata, and build them into a Greenstone collection. It supports five basic activities, which can be interleaved but are nominally undertaken in this order:
The librarian interface allows you to add what people call “external” metadata to documents, metadata that pertains to the document as a whole. But documents often need to be structured into sections and subsections, and “internal” metadata might be associated with each part. In Greenstone, source documents can be tagged with this information, and we explain this in Section 3.3.
Finally, an alternative way of building collections is provided by the Collector, which helps you create new collections, modify or add to existing ones, or delete collections. It predates the librarian interface, and for most practical purposes the librarian interface should be used instead of the Collector. It is described in Section 3.4.
To harness the full power of Greenstone to build advanced collections, you will also need to read Chapter 2 of the Developer's Guide.
3.1 The librarian's interface
To convey the operation of Greenstone's librarian interface, we work through a simple example. Figures 4 to 15 are screen snapshots at various points during the interaction. This example uses documents in the Development Library Subset (DLS) collection, which is distributed with Greenstone. For expository purposes, the walkthrough takes the form of a single pass through the steps listed above. A more realistic pattern of use, however, is for users to switch back and forth through the various stages as the task proceeds.
The librarian interface can be run in one of four modes: Librarian Assistant, Librarian, Library Systems Specialist, and Expert. Modes control the level of detail within the interface, and can be changed through 'Preferences' in the 'File' menu. The walkthrough in this section assumes that the librarian interface is operating in the default mode, Librarian.
Launch the librarian interface under Windows by selecting Greenstone Digital Library from the Programs section of the Start menu and choosing Librarian Interface. If you are using Unix, instead type
where ~/gsdl is the directory containing your Greenstone system. To begin, you must either open an existing collection or start a new one. Figure 4 shows the user in the process of starting a new collection. She has selected New from the file menu and begun to fill out general information about the collection—its title, the E-mail address of the person responsible for it, and a brief description of the content—in the popup window. The collection title is a short phrase used throughout the digital library to identify the collection's content: existing collections have names like Food and Nutrition Library, World Environmental Library, and so on. When you type the title, the system assigns a unique mnemonic identifier, the collection “name”, for internal use (you can change it if you like). The E-mail address specifies the first point of contact for any problems encountered with the collection.
The brief description is a statement describing the principles that govern what is included in the collection. It appears under the heading About this collection on the collection's initial page.
Figure 4 Starting a new collection
Figure 5 Exploring the local file space
At this point, the user decides whether to base the new collection on the same structure as an existing collection, or to build an entirely new kind of collection. In Figure 4 she has chosen to base it on the Development Library Subset collection. This implies that the “DLS” metadata set which is used in this collection will be used for the new collection. (In fact, this metadata set has been used to build several Greenstone collections that share a common structure and organization but with different content, including the Development Library Subset and Demo collections delivered as samples with Greenstone.)
The DLS metadata set contains these items:
(There is, in addition, a metadata item called AZList which is used to determine which bucket of the alphabetic list contains the document's title, with values like “A-B” or “C-D-E”. This is used to give precise control over thedivisions in the list. For most other collections it is absent, and Greenstone assigns the buckets itself.)
If, instead, the user had chosen “New Collection” at this point, she would have been asked to select what metadata sets should be used in the new collection. Three standard sets are pre-supplied: Dublin Core, the DLS metadata set mentioned above, and a set that comprises metadata elements extracted automatically by Greenstone from the documents in the collection. The user can also create new metadata sets using a popup panel activated through the “metadata” menu.
Several different metadata sets can be associated with the same collection; the system keeps them distinct (so that, for example, documents can have both a Dublin Core Title and a DLS Title). The different sets are clearly distinguished in the interface. Behind the scenes, metadata sets are represented in XML.
Assembling the source material
After clicking the OK button on the “new collection” popup, the remaining parts of the interface, which were grayed out before, become active. The Gather panel, selected by the eponymous tab near the top of Figure 4, is displayed initially. This allows the user to explore the local file space and existing collections, gathering up selected documents for the new collection. The panel is divided into two sections, the left for browsing existing structures and the right for the documents in the collection.
Operations available at this stage include:
Care is taken to deal appropriately with name clashes when files of the same name in different parts of the computer's directory structure are copied into the same folder of the collection.
In Figure 5 the user is using the interactive file tree display to explore the local file system. At this stage, the collection on the right is empty; the user populates it by dragging and dropping files of interest from the left to the right panel. Such files are “copied” rather than “moved”: so as not to disturb the original file system. The usual techniques for multiple selection, dragging and dropping, structuring the new collection by creating subdirectories (“folders”), and deleting files from it by moving them to a trashcan, are all available.
Existing collections are represented by a subdirectory on the left called “Greenstone Collections,” which can be opened and explored like any other directory. However, the documents therein differ from ordinary files because they already have metadata attached, and this is preserved when they are moved into the new collection. Conflicts may arise because their metadata may have been assigned using a different metadata set from the one in use for the new collection, and the user must resolve these. In Figure 6 the user has selected some documents from an existing collection and dragged them into the new one. The popup window explains that the metadata element Organization cannot be automatically imported, and asks the user to either select a metadata set and press Add to add the metadata element to that set, or choose a metadata set, then an element, and press Merge to effectively rename the old metadata element to the new one by merging the two. Metadata in subsequent documents from the same collection will automatically be handled in the same way.
When large file sets are selected, dragged, and dropped into the new collection, the copying operation may take some time—particularly if metadata conversion is involved. To indicate progress, the interface shows which file is being copied and what percentage of files has been processed.
Special facilities are provided for dealing with large file sets. For example, the user can choose to filter the file tree to show only certain files, using a dropdown menu of file types displayed underneath the trees. In Figure 7, only the HTM and HTML files are being shown (and only these files will be copied by drag and drop).
Enriching the documents
The next phase in collection building is to enrich the documents by adding metadata. The Enrich tab brings up a new panel of information (Figure 8), which shows the document tree representing the collection on the left and on the right allows metadata to be added to individual documents, or groups of documents.
Documents that are copied during the first step come with any applicable metadata attached. If a document is part of a Greenstone collection, previously defined metadata is carried over to the new collection. Of course, this new collection may have a different metadata set, or perhaps just a subset of the defined metadata, and only metadata that pertains to the new collection's set is carried over. Resolution of such conflicts may require user intervention via a supplementary dialog (Figure 6). Any choices made are remembered for subsequent file copies.
The Enrich panel allows metadata values to be assigned to documents in the collection. For example, new values can be added to the set of existing values for an element. If the element's values have a hierarchical structure, the hierarchy can be extended in the same way.
Figure 6 Importing existing metadata
Figure 7 Filtering the file trees
Figure 8 Assigning metadata using Enrich view
Figure 9 Viewing all metadata for selected files
Metadata values can also be assigned to folders, in just the same way. Documents in these folders for which this metadata is unspecified inherit the metadata values. However, they can subsequently be overridden by supplying different ones for the document itself.
Operations at this stage include:
For our walkthrough example, in Figure 8 the user has selected the folder ec121e and assigned “EC Courier” as its Organization metadata. The buttons for updating and removing metadata become active depending on what selections have been made.
During the enrichment phase, or indeed at any other time, the user can choose to view all the metadata that has been assigned to documents in the collection. This is done by selecting a set of documents and choosing Assigned Metadata from the metadata sets menu, which brings up a popup window like that in Figure 9 that shows the metadata in spreadsheet form. For large collections it is useful to be able to view the metadata associated with certain document types only, and if the user has specified a file filter as mentioned above, only the selected documents are shown in the metadata display.
The panel in Figure 10 allows the user to edit metadata sets. Here, the user is looking at the Subject element of the DLS set. The values of this element form a hierarchy, and the user is examining, and perhaps changing, the list of values assigned to it. The same panel also allows you to change the “profile” for mapping elements of one metadata set to another. This profile is created when importing documents from collections that have pre-assigned metadata.
Figure 10 Editing the metadata set
Figure 11 Designing the collection
Figure 12 Specifying which plug-ins to use
Figure 13 Configuring arguments to a plug-in
Designing the collection
The Design panel (Figures 11—13) allows one to specify the structure, organization, and presentation of the collection being created. As noted earlier, the result of this process is recorded in a “collection configuration file,” which is Greenstone's way of expressing the facilities that a collection requires. This step involves a series of separate interaction screens, each dealing with one aspect of the collection design. In effect, it serves as a graphical equivalent to the usual process of editing the configuration file manually.
In Figure 11 the user has clicked the Design tab and is reviewing the general information about the collection, entered when the new collection was created. On the left are listed the various facets that the user can configure: General, Document Plug-ins, Search Types, Search Indexes, Partition Indexes, Cross-Collection Search, Browsing Classifiers, Format Features, Translate Text, Metadata Sets. Appearance and functionality varies between these. For example, clicking the Plug-in button brings up the screen shown in Figure 12, which allows you to add, remove or configure plug-ins, and change the order in which the plug-ins are applied to documents.
Plug-ins and classifiers have many different arguments or “options” that the user can supply. The dialog box in Figure 13 shows the user specifying arguments to some of the plug-ins. The grayed-out fields become active when the user adds the option by clicking the tick-box beside it. Because Greenstone is a continually growing open-source system, the number of options tends to increase as developers add new facilities. To help cope with this, Greenstone has a “plug-in information” utility program that lists the options available for each plug-in, and the librarian interface automatically invokes this to determine what options to show. This allows the interactive user interface to automatically keep pace with developments in the software.
Figure 14 Getting ready to create new collection
Figure 15 Previewing the newly built collection
Building the collection
The Create panel (Figure 14) is used to construct a collection based on the documents and assigned metadata. The brunt of this work is borne by the Greenstone code itself. The user controls this external process through a series of separate interaction screens, each dealing with the arguments provided to a certain stage of the creation process.
The user observes the building process though a window that shows not only the text output generated by Greenstone's importing and index-building scripts, but also progress bars that indicate the overall degree of completion of each script.
Figure 14 shows the Create view. At the top are shown some options that can be applied during the creation process. The user selects appropriate values for the options. This figure illustrates a popup “tool tip” that is available throughout the interface to explain the function of each argument.
When satisfied with the arguments, the user clicks Build Collection. Greenstone continually prints text that indicates progress, and this is shown along with a more informative progress bar.
The Preview Collection button (Figure 14) is used to view the collection that has been built. Clicking this button launches a web browser showing the home page of the collection (Figure 15). In practice, previewing often shows up deficiencies in the collection design, or in the individual metadata values, and the user frequently returns to earlier stages to correct these. This button becomes active once the collection has been created. The newly created collection will also have been installed on your Greenstone home page as one of the regular collections.
On-line help is always available, and is invoked using the Help item at the right of the main menu bar at the top of each of the Figures. This opens up a hierarchically structured file of help text, and account is taken of the user's current context to highlight the section that is appropriate to the present stage of the interaction. Furthermore, as noted above, whenever the mouse is held still over any interactive object a small window pops up to give a textual “tool tip,” as illustrated near the bottom of Figure 14.
3.2 Librarian Interface user guide
This section covers how to create, load, save and delete collections.
Creating a New Collection
To create a new collection, open the "File" menu and choose "New". Several fields need to be filled out -- but you can change their values later if you need to, in the Format view.
"Collection title" is the text displayed at the top of your collection's home page. It can be any length.
"Description of content" should describe, in as much detail as possible, what the collection is about. Use the [Enter] key to break it into paragraphs.
Finally you must specify whether the new collection will have the same appearance and metadata sets as an existing collection, or whether to start a default "New Collection". Default new collections have a standard configuration and use the Dublin Core metadata set. These can be changed later.
Click "OK" to create the collection.
Clicking "Cancel" returns you to the main screen immediately.
Saving the Collection
Save your work regularly by opening the "File" menu and choosing "Save". Saving a collection is not the same as making it ready for use in Greenstone (see "Producing Your Collection").
The Librarian Interface protects your work by saving it whenever you exit the program or load another collection.
Collections are saved to a folder within your Greenstone installation's "collect" folder, named with a short version of the collection name. Documents are saved to the "import" sub-folder, and metadata is saved to "metadata.xml" files within this folder. Configuration information is saved to the "collect.cfg" file within the "etc" sub-folder. Some information is also saved in a file named for the collection and with file extension ".col".
Opening an Existing Collection
To open an existing collection, choose "Open" from the "File" menu to get the Open Collection prompt. A list of your Greenstone collections appears. Select one to see its description, and click "Open" to load it. If you seek a collection that resides outside Greenstone's "collect" folder, click "Browse" for a file system browsing dialog.
In case more than one Greenstone Librarian Interface program is running concurrently, the relevant directories are "locked" to prevent interference. On opening a collection, a small temporary lock file is created in its folder. Before opening a collection, the Librarian Interface checks to ensure that no lock file already exists. However, when the Librarian Interface is exited prematurely the lock file is sometimes left in place. When you open such a collection, the Librarian asks if you want to "steal" control of it. Feel free to do so unless you think that someone else is currently working on the same collection.
When you open a collection that the Greenstone Librarian Interface did not create, the Dublin Core metadata set will be assigned to it, and any existing metadata will be imported just as it is when you drag in files with existing metadata. The process is described in the "Importing Previously Assigned Metadata" section.
To permanently delete collections from your Greenstone installation, choose "Delete..." from the "File" menu. A list of your collections appears. Select one to see its description, then tick the box at the bottom of the dialog and click "Delete". This action is irreversible, so be careful.
Downloading Files From the Internet
The "Download" view helps you download resources from the Internet. This section explains the Librarian Interface's downloading process.
The Download view
This section describes how to configure a download task and control the downloading process. Access the "Download" view by clicking its tab. The top half of the screen shows the downloading controls. The bottom half is initially empty, but will show a list of pending and completed download jobs.
There are several protocols that can be used for downloading records, and these are listed on the left hand side at the top.
Web: downloads web pages and files via HTTP and FTP.
OAI: downloads metadata records from an OAI (Open Archives Initiative) server.
Z3950: downloads MARC records that match a particular search criterion from a Z3950 server.
SRW: downloads MARCXML records that match a particular search criterion from an SRW server.
Select the appropriate type by clicking it in the left hand list. The right-hand side displays the options available for the selected download type. To find out what an option does, hover the mouse over it: a tool-tip explaining the option will appear. Some options are 'optional': these are presented with a check box which must be ticked on for the option to be used. Others are 'required': these have no check box, and a value must be given before the download is carried out.
Once the configuration is set up, click "Server Information" to check the connection to the server and view some basic information about the web page or server, or click "Download" to start the download.
There are two other buttons: "Preferences", which links to the connection section of the Preferences where proxy settings can be edited; and "Clear Cache", which deletes all previously downloaded files. You will need to set up proxy information if you use a proxy server to connect to the Internet. If authentication is needed when a download is being processed, the proxy server will prompt for username and password. The Librarian Interface does not store passwords between sessions.
Files are downloaded into a folder called "Downloaded Files" (only present when downloading is enabled), and can be used in any collections. Files are named by their full web URL (for Web downloads) or a combination of URL and option values (for other download types). A new folder is created for each host, followed by others for each part of the path. This ensures that each file is distinct.
The download list has an entry for each download processed. Each entry has a text region that gives details of the task along with a progress bar showing current activity. Three buttons appear to the left of each entry. "Pause" is used to pause a task. "View Log" opens a window showing the download log file. "Close" terminates the download and removes the task from the list.
Collecting Files for Your Collection
Once you have a new collection you need to get some files into it. These may come from your ordinary file space, from previously downloaded files, or from other Greenstone collections. Some may already have attached metadata. This section describes how to import files.
The Gather View
This section introduces the Gather area that you use to select what files to include in the collection you are building. The Librarian Interface starts with the Gather view. To return to this view later, click the "Gather" tab directly below the menu bar.
The two large areas titled "Workspace" and "Collection" are used to move files into your collection. They contain "file trees" that represent files and folders.
Select an item in the tree by clicking it. (There are other ways; see below.) Double-click a folder, or single-click the switch symbol beside it, to expand (or collapse) its contents. Double-click a file (or right-click and select "Open in external program") to open it using its associated application program (see "File Associations").
The Workspace file tree shows the sources of data available to the Librarian Interface -- the local file system (including disk and CD-ROM drives), the contents of existing Greenstone collections, and the cache of downloaded files. You can copy and view these files but you cannot move, delete, or edit them, with the exception of the downloaded files, which can be deleted. Navigate this space to find the files you want to include in the collection.
The Collection file tree represents the contents of the collection so far. Initially, it is empty.
You can resize the spaces by mousing over the grey bar that separates the trees (the shape of the pointer changes) and dragging.
At the bottom of the window is a status area that shows the progress of actions involving files (copying, moving and deleting). These can take some time to complete. The "Stop" button stops any action that is currently in progress.
Two large buttons occupy the lower right corner of the screen. "New Folder", with a picture of a folder, creates new folders (see "Creating Folders"). "Delete", with a garbage can, removes files. Clicking the Delete button will remove any selected files from the Collection file tree. Alternatively, files can be deleted by dragging them onto the Delete button.
To select several sequential items, select the first and then hold down [Shift] and click on the last -- the selection will encompass all intervening items. Select non-sequential files by holding down [Ctrl] while clicking. Use these two methods together to select groups of non-adjacent items.
Creating A Shortcut in the Workspace Tree
Certain folders -- such as the one containing your own web pages -- sometimes have special significance. If you like, the Librarian Interface can map them to the top level of the file tree. To do this, right-click the desired folder. Select "Create Shortcut", and enter a name for the folder. To remove an item, right-click the mapped folder and select "Remove Shortcut".
Use folders in the Collection file tree to group files together and make them easier to find. Folders can be placed inside folders. There is virtually no limit to how many folders you can have or how deeply they can be nested.
To create a new folder, optionally select an existing folder in the Collection Tree and click the New Folder button. The new folder appears within the selected one, or at the top level if none is selected. You are prompted for the folder's name (default "New Folder").
Folders can also be created by right-clicking in the Collection Tree, or over a folder, choosing "New Folder" and proceeding as above.
Files can be copied into the collection by dragging and dropping. The mouse pointer becomes a ghost of the selected item (or, if more than one is selected, the number of them). Drop the selection into the Collection Tree to copy the files there (if the source was the Workspace Tree) or move them around within the collection (if the source was the Collection Tree).
When copying multiple files, they are all placed in the target folder at the same level, irrespective of the folder structure they occupied originally. When you copy a second file with the same name into the same folder, you are asked whether to overwrite the first one. Respond "No" and the file will not be copied, but the others will be. To cancel all remaining copy actions, click the "stop" button.
Only the "highest" items in a selection are moved. A folder is higher than its children. You cannot select files within a folder and also the folder itself.
When you add a file, the Librarian Interface searches through the source folders for auxiliary files containing metadata previously assigned to the added file and, if it finds one, begins to import this metadata. As the operation proceeds, you may be prompted (perhaps several times) for extra information to match the imported metadata to the metadata sets in your collection. This process involves many different prompts, described in the "Importing Previously Assigned Metadata" section. For a more detailed explanation of associating metadata with files read Chapter 2 of the Greenstone Developer's Guide -- Getting the most out of your documents.
You can also add a "dummy" document to the collection by right-clicking in the Collection Tree or on a folder, and selecting "New dummy document". This will create a new empty file to which metadata can be assigned. The file can be replaced with a "real" file later on.
Renaming and Replacing Files
Files can be renamed by right-clicking them and selecting "Rename" from the list. Enter the new name at the prompt and click "OK".
Files can be replaced in the collection by right-clicking the file to replace and choosing "Replace". A file browser will open up: navigate to the new document and click "Open". The new document will replace the old one in the collection, and any metadata will be transferred to it. This is particularly useful for replacing dummy documents by their real ones.
There are several methods for removing files and folders. You must first indicate what items to remove by selecting one or more files and folders as described in "The Gather View".
Once files have been selected, click the "delete" button to remove them, or press the [Delete] key on your keyboard, or drag them from the collection to the delete button and drop them there.
"Exploding" Metadata Files
Metadata database file types, such as MARC, CDS/ISIS, BibTex, Refer and Procite can be imported into Greenstone but their metadata cannot be viewed or edited in the Librarian Interface. To see or edit any metadata, you need to go back to the program that created the file.
"Exploding" a metadata database file splits it into individual records, with viewable and editable metadata. This process is irreversible: the original metadata file is deleted.
Explodable files have a green icon in the Collection tree. To explode one, right click it and choose "Explode metadata database". A popup window shows options for the exploding process. The first option ("plugin") specifies the plugin to be used for exploding. In most cases, only one plugin will process a particular type of file, but in some cases, where different file types share the same filename extension, there may be two plugins that both process files with that extension. The "input_encoding" option can be used to specify the encoding of the database. The "metadata_set" option specifies which metadata set the new fields should be added to. If none is specified, you will be prompted for what to do with each new field in the database: add it as a new element to an existing metadata set, merge with another element, or ignore.
When a file is exploded, a new empty document is created for each record, and the metadata from the record is assigned to the document. These are named using numbers such as 000001.nul, 000002.nul etc. If the "document_field" option is set (to a database field name), the value of this field, if present, will be used for the filename. The exploding process will also try to download the file and use it instead of an empty file. The "document_prefix" and "document_suffix" options can be used to make a valid URL or file path from the document_field value. The "records_per_folder" option can be used to group exploded records into sub-folders. If the database is very large, using this option will accelerate subsequent metadata editing.
Explodability is determined by file extension. In some cases, files may be incorrectly labelled as explodable if they have the same file extension as an explodable file. For example, the ProCite plugin processes files with a .txt extension, but most .txt files are plain text files, not ProCite files.
Filtering the Trees
"Filtering" the collection and workspace trees allows you to narrow down the search for particular files.
The "Show Files" pull-down menu underneath each tree shows a list of predefined filters, such as "Images". Choosing this temporarily hides all other files in the tree. To restore the tree, change the filter back to "All Files". These operations do not alter the collection, nor do they affect the folders in the tree.
You can specify a custom filter by typing in a pattern to match files against (Librarian Systems Specialist and Expert modes only). Use standard file system abbreviations such as "*.doc" ("*" matches any characters).
Enriching Your Collection with Metadata
Having gathered several files into the collection, now enrich them with additional information called "metadata". This section explains how metadata is created, edited, assigned and retrieved, and how to use external metadata sources (also see Chapter 2 of the Greenstone Developer's Guide -- Getting the most out of your documents).
The Enrich View
Use the "Enrich" view to assign metadata to the documents in the collection. Metadata is data about data -- typically title, author, creation date, and so on. Each metadata item has two parts: "Element" tells what kind of item it is (such as author), and "Value" gives the value of that metadata element (such as the author's name).
On the left of the "Enrich" view is the Collection Tree. All the right-click functionality that was available for the Collection Tree in the "Gather" view is available here too. To the right is the Metadata Table, which shows metadata for any selected files or folders in the Collection Tree. Columns are named in grey at the top, and can be resized by dragging the separating line. If several files or folders are selected, black text indicates that the value is common to all of the selected items, while grey text indicates that it is not. Editing grey values will only affect those documents with that metadata. Any new metadata values entered will be added to all selected values.
A folder icon may appear beside some metadata entries. This indicates that the values are inherited from a parent (or ancestor) folder. Inherited metadata cannot be edited or removed, only appended to or overwritten. Click on the folder icon to go immediately to the folder where the metadata is assigned.
Clicking on a metadata element in the table will display the existing values for that element in the "Existing values for ..." area below the table. This "Value Tree" expands and collapses. Usually it is a list that shows all values entered previously for the selected element. Clicking an entry automatically places it into the value field. Conversely, typing in the text field selects the Value Tree entry that starts with the characters you have typed. Pressing [Tab] auto-completes the typing with the selected value.
Metadata values can be organized into a hierarchy. This is shown in the Value Tree using folders for internal levels. Hierarchical values can be entered using the character "|" to separate the levels. For example, "Cards|Red|Diamonds|Seven" might be used in a hierarchy that represents a pack of playing cards. This enables values to be grouped together. Groups can also be assigned as metadata to files.
Greenstone extracts metadata automatically from documents into a metadata set whose elements are prefixed by "ex.". This has no value tree and cannot be edited.
Selecting Metadata Sets
Sets of predefined metadata elements are known as "metadata sets". An example is the Dublin Core metadata set. When you add a metadata set to your collection, its elements become available for selection. You can have more than one set; to prevent name clashes a short identifier that identifies the metadata set is pre-pended to the element name. For instance the Dublin Core element Creator becomes "dc.Creator". Metadata sets are stored in the Librarian Interface's metadata folder and have the suffix ".mds".
When you create a new collection, the Dublin Core metadata set is added by default. You can change which metadata sets are used in a collection by clicking the "Manage Metadata Sets..." button underneath the Collection Tree in the Enrich view. This brings up a new window for managing the collection's metadata sets.
The "Assigned Metadata Sets" list shows you what sets are currently used by the collection.
To use another metadata set with the loaded collection, click "Add...". A popup window shows you the default metadata sets that GLI knows about. To add one of these, select it from the list and click "Add". If you have defined your own metadata set, you can use the "Browse" button to locate the file on your file system.
To create a new metadata set, click "New...". This will launch the Greenstone Editor for Metadata Sets, GEMS. An initial popup window prompts you for the set name, namespace and description. You can also choose to base the new set on an existing one, in which case it will inherit all the elements from the specified set. Click OK. The main window shows the metadata set on the left hand side, and some attributes for the set on the right hand side. If you have based the set on an existing one, one or more elements will be displayed. Clicking one displays attributes of the element in the right hand side.
To add a new element, right click on the set and choose "Add Element". To add a new subelement, right click on the element and choose "Add Subelement". Elements and subelements can be deleted by choosing "Delete (Sub)element" from the right click menu.
Note: the Greenstone Editor for Metadata Sets can be run independently of GLI by selecting it from the Greenstone Start menu, or by running gens.sh or gems.bat in the gli folder of your Greenstone installation.
Sometimes two metadata sets may have the same namespace, for example, Dublin Core and Qualified Dublin Core both use the namespace "dc". Such sets cannot be used in the collection at the same time. If you try to add a set with a namespace already used by the collection, a warning will be shown. If you go ahead, the existing set will be removed and the new one added. Any assigned metadata values will be transferred to the new set providing those elements still exist.
With GEMS upi can edit existing metadata sets as well as create new ones. Clicking the "Edit" button launches GEMS with the specified metadata set open. Once you have finished editing the set (as described above), save it (File->Save) and close GEMS.
If a collection no longer needs a metadata set, select it and press "Remove". If you have assigned any metadata to its elements you will be asked how to deal with this metadata when you next open the collection.
Appending New Metadata
We now add a metadata item -- both element and value -- to a file. First select the file from the Collection file tree on the left. The action causes any metadata previously assigned to this file to appear in the table at the right.
Next select the metadata element you want to add by clicking its row in the table.
Type the value into the value field. Use the "|" character to add structure, as described in "The Enrich View". Pressing the [Up] or [Down] arrow keys will save the metadata value and move the selection appropriately. Pressing [Enter] will save the metadata value and create a new empty entry for the metadata element, allowing you to assign multiple values to a metadata element.
You can also add metadata to a folder, or to several multiply selected files at once. It is added to all files within the folder or selection, and to child folders. Keep in mind that if you assign metadata to a folder, any new files in it automatically inherit the folder's values.
Adding Previously Defined Metadata
To add metadata that has an existing value, first select the file, then select the metadata element that you are assigning to, then select the required value from the value tree, expanding hierarchy folders as necessary. The value of the selected entry automatically appears in the metadata field (alternatively, use the value tree's auto-select and auto-complete features).
The process of adding metadata with already-existing values to folders or multiple files is just the same.
Editing or Removing Metadata
To edit or remove a piece of metadata, first select the appropriate file, and then the metadata value from the table. Edit the value field, deleting all text if you wish to remove the metadata.
The process is the same when updating a folder with child folders or multiple files, but you can only update metadata that is common to all files/folders selected.
The value tree shows all currently assigned values as well as previous values for the current session, so changed or deleted values will remain in the tree. Closing the collection and then re-opening it will remove all values that are no longer assigned.
Reviewing Assigned Metadata
Sometimes you need to see the metadata assigned to many files at once -- for instance, to determine how many files are left to work on, or to get some idea of the spread of dates.
Select the files in the Collection Tree you wish to examine, then right-click and choose "Assigned Metadata...". A window called "All Metadata", dominated by a large table with many columns, appears. The first column shows file names; the rows show all metadata values assigned to those files.
Drawing the table can take some time if many files are selected. You can continue to use the Librarian Interface while the "All Metadata" window is open.
When it gets too large, you can filter the "All Metadata" table by applying filters to the columns. As new filters are added, only those rows that match them remain visible. To set, modify or clear a filter, click on the "funnel" icon at the top of a column. You are prompted for information about the filter. Once a filter is set, the column header changes colour.
The filter prompt has a "Simple" and an "Advanced" tab. The Simple version filters columns so that they only show rows that contain a certain metadata value ("*" matches all values). You can select metadata values from the pull-down list. The Advanced version allows different matching operations: must start with, does not contain, alphabetically less than and is equal to. The value to be matched can be edited to be any string (including "*"), and you can choose whether the matching should be case insensitive. Finally, you can specify a second matching condition that you can use to specify a range of values (by selecting AND) or alternative values (by selecting OR). Below this area is a box that allows you to change the sort order (ascending or descending). Once you have finished, click "Set Filter" to apply the new filter to the column. Click "Clear Filter" to remove a current filter. Note that the filter details are retained even when the filter is cleared.
For example, to sort the "All Metadata" table, choose a column, select the default filter setting (a Simple filter on "*"), and choose ascending or descending ordering.
Importing Previously Assigned Metadata
This section describes how to import previously assigned metadata: metadata assigned to documents before they were added to the collection.
If metadata in a form recognized by the Librarian Interface has been previously assigned to a file -- for example, when you choose documents from an existing Greenstone collection -- it is imported automatically when you add the file. To do this, the metadata must be mapped to the metadata sets available in the collection.
The Librarian Interface prompts for the necessary information. The prompt gives brief instructions and then shows the name of the metadata element that is being imported, just as it appears in the source file. This field cannot be edited or changed. Next you choose what metadata set the new element should map to, and then the appropriate metadata element in that set. The system automatically selects the closest match, in terms of set and element, for the new metadata.
Having checked the mapping, you can choose "Add" to add the new metadata element to the chosen metadata set. (This is only enabled if there is no element of the same name within the chosen set.) "Merge" maps the new element to the one chosen by the user. Finally, "Ignore" does not import any metadata with this element name. Once you have specified how to import a certain piece of metadata, the mapping information is retained for the collection's lifetime.
For details on the metadata.xml files which Greenstone uses to store the metadata, see Chapter 2 of the Greenstone Developer's Guide -- Getting the most out of your documents.
Configuring Your Collection
Once your files are marked up with metadata, you next decide how the documents should be accessed by the end users. What kind of information is searchable? What ways are provided to browse through the documents? These things can be customized; this section describes how to do it.
The Design View
This section introduces you to the design view and explains how to navigate between the various views within this pane.
With the Librarian Interface, you can configure how the documents are processed, and how the collection is accessed by the user. The configuration options are divided into different sections, each associated with a particular stage of collection customization.
On the left is a list of different views, and on the right are the controls associated with the current one. To change to a different view, click its name in the list.
To understand the stages and terms involved in designing a collection, first read Chapters 1 and 2 of the Greenstone Developer's Guide.
This section describes how to configure the document plugins the collection uses. It explains how you specify what plugins to use, what parameters to pass to them, and in what order they occur. Under the "Design" tab, click "Document Plugins".
To add a plugin, select it using the "Select plugin to add" pull-down list near the bottom and then click "Add Plugin". A window appears entitled "Configuring Arguments"; it is described later. Once you have configured the new plugin, it is added to the end of the "Assigned Plugins" list. In Librarian mode, each plugin, except for UnknownPlug, may only occur once in the collection. In higher modes, plugins can appear multiple times. The process_exp argument will need to be set in order to make this useful.
To see a short description of a plugin, select it in the "Select plugin to add" pull-down list, then hover the mouse over it. A tool-tip displaying the description will appear.
To remove a plugin, select it in the list and click "Remove Plugin".
Plugins are configured by providing arguments. To alter them, select the plugin from the list and click "Configure Plugin" (or double-click the plugin). A "Configuring Arguments" dialog appears with various controls for specifying arguments.
There are different kinds of controls. Some are checkboxes, and clicking one adds the appropriate option to the plugin. Others are text strings, with a checkbox and a text field. Click the box to enable the argument, then type appropriate text (regular expression, file path etc) in the box. Others are pull-down menus from which you can select from a given set of values. To learn what an argument does, let the mouse hover over its name for a moment and a description will appear.
When you have changed the configuration, click "OK" to commit the changes and close the dialog, or "Cancel" to close the dialog without changing any plugin arguments.
The plugins in the list are executed in order, and the ordering is sometimes important. The order of the plugins can be changed in Library Systems Specialist and Expert modes only (see "Preferences").
Indexes specify what parts of the collection are searchable. This section explains how to add and remove indexes, and set a default index. Under the "Design" tab, click "Search Indexes".
The top right of the "Search Indexes" panel displays information about which indexer is currently being used by the collection. This can be changed by clicking "Change...". A popup window appears with the list of options: MG, MGPP, and Lucene. Changing this affects how the indexes are built, and may affect search functionality.
The "Assigned Indexes" list shows what indexes are currently assigned to the collection.
To add an index, click "New Index".... A popup window appears with a list of sources, which includes text and metadata. Select which sources you want to index. The "Select All" and "Select None" buttons will check or uncheck all of the items in the list, respectively. Once a new index has been defined, click "Add Index" to add it to the collection. "Add Index" will only become active once the settings describe a new index that is not already assigned to the collection.
For MG indexes, you also need to choose the granularity of the index, using the "Indexing level:" menu.
For MGPP and Lucene indexes, index granularity is determined globally, not per index. The possible levels are displayed on the main "Search Indexes" pane, and can be added to the collection by ticking the checkboxes.
A special index is available for MGPP and Lucene: an "allfields" index which merely provides combined searching over all specified indexes, without having to specify a separate index that contains all sources. To add this index, check the "Add combined searching over all assigned indexes (allfields)" check box and click "Add Index".
For MGPP and Lucene, an "Add All" button is also provided, as a shortcut to adding all metadata and text sources as individual indexes.
To edit an index, select it and click "Edit Index". A similar dialog to the "New Index" one is shown.
To remove an index, select it from the list of assigned indexes and click "Remove Index".
The order that the indexes are specified in the Assigned Indexes list is the order they appear in the drop down menu on the search page. Use the "Move Up" and "Move Up" buttons to change this ordering.
The one that is selected by default on the search page is called the "default index". This can be set by selecting an index from the list and clicking "Set Default". The default index is tagged with "[Default Index]" in the "Assigned Indexes" list. If no default index is set, the first one in the list will be used as the default.
The names used for the drop-down list of indexes on the search page can be set in the "Search" part of the "Format" panel (see "Search").
Indexes are built on particular text or metadata sources. The search space can be further controlled by partitioning the indexes, either by language or by a predetermined filter. This section describes how to do this. Under the "Design" tab, click "Partition Indexes".
The "Partition Indexes" view has three tabs; "Define Filters", "Assign Partitions" and "Assign Languages". To learn more about partitions read about sub-collections and sub-indexes in Chapter 2 of the Greenstone Developer's Guide.
The Partition Indexes screen is only enabled in Library Systems Specialist and Expert modes (see "Preferences"). Note that for MG collections, the total number of partitions generated is a combination of all indexes, sub-collection filters and languages chosen. Two indexes with two sub-collection filters in two languages would yield eight index partitions. For MGPP, all indexes are created in one physical index, so there would only be four index partitions. For Lucene, the number of physical indexes is determined by the number of levels assigned to the collection, one index per level. So for the above situation, one level would result in four physical indexes, while two levels would result in eight.
Filters allow you to group together into a sub-collection all documents in an index for which a metadata value matches a given pattern.
To create a filter, click the "Define Filters" tab and enter a name for the new filter into the "Subcollection filter name:" field. Next choose a document attribute to match against, either a metadata element or the name of the file in question. Enter a regular expression to use during the matching. You can toggle between "Including" documents that match the filter, or "Excluding" them. Finally, you can specify any of the standard PERL regular expression flags to use when matching (e.g. "i" for case-insensitive matching). Finally, click "Add Filter" to add the filter to the "Defined Subcollection Filters" list.
To remove a filter, select it from the list and click "Remove Filter".
To alter a filter, select it from the list, change any of the values that appear in the editing controls and click "Replace Filter" to commit the changes.
Defining filters does not create sub-collections. Sub-collections are specified in the "Assign Partitions", based on the filters you have just defined.
Having defined one or more sub-collection filters, use the "Assign Partitions" tab to build indexes for it (or for a group of filters). Select the desired filter or filters from the "Defined Subcollection Filters" list and click "Add Partition". Each specified partition will result in a sub-collection that contains documents that match any of the filters associated with that partition.
To alter a partition, select it from the list, modify the filters, and click "Replace Partition".
To remove a partition, select it from the list and click "Remove Partition".
The order that the partitions are specified in the Assigned Partitions list is the order they appear in the drop down menu on the search page. Use the "Move Up" and "Move Up" buttons to change this ordering.
To make a partition the default one, select it from the list and click "Set Default".
The names used for the drop-down list of partitions on the search page can be set in the "Search" part of the "Format" panel (see "Search").
This section details how to restrict search indexes to particular languages. You do this by generating a partition using the "Assign Languages" tab of the "Partition Indexes" view.
To add a new language partition, use the "Assign Languages" tab to build an index for it. Select one or more languages from the "Languages to add" list and click "Add Partition".
To change an existing partition, select it from the "Assigned Language Partitions" list, modify the selected languages in the "Languages to add" list below, and click "Replace Partition".
To remove a language partition, select it from the "Assigned Language Partitions" list and click "Remove Partition".
The order that the language partitions are specified in the Assigned Language Partitions list is the order they appear in the drop down menu on the search page. Use the "Move Up" and "Move Up" buttons to change this ordering.
To set the default language partition, select it from the list and click "Set Default".
The names used for the drop-down list of language partitions on the search page can be set in the "Search" part of the "Format" panel (see "Search").
This section explains how to assign "classifiers", which are used for browsing, to the collection. Under the "Design" tab, click "Browsing Classifiers".
To add a classifier, select it using the "Select classifier to add" pull-down list near the bottom and then click "Add Classifier...". A window appears entitled "Configuring Arguments"; instructions for this dialog are just the same as for plugins (see "Document Plugins"). Once you have configured the new classifier, it is added to the end of the "Assigned Classifiers" list.
To see a short description of a classifier, select it in the "Select classifier to add" pull-down list, then hover the mouse over it. A tool-tip displaying the description will appear.
Each classifier has several arguments that can be configured. Important arguments include "metadata", which specifies the metadata that documents will be classified on, and "buttonname", which is the name that will appear in the navigation bar.
To remove a classifier, select it from the list and click "Remove Classifier".
To change the arguments for a classifier, select it from the list and click "Configure Classifier" (or double-click on the classifier in the list).
The ordering of classifiers in the collection's navigation bar is reflected in their order here. To change it, select the classifier you want to move and click "Move Up" or "Move Down".
For further information on classifiers read Chapter 2, Greenstone Developer's Guide -- Getting the most out of your documents.
Producing Your Collection
Having collected the documents for the collection, annotated them with metadata, and designed how the collection will appear, you can now produce the collection using Greenstone. This section explains how.
The Create View
The Create view is used to create the collection by running Greenstone collection-building scripts on the information you have provided. Access the Create view by clicking the Create tab.
Clicking "Build Collection" initiates the collection building process. The time this takes depends on the size of the collection and the number of indexes being created (for huge collections it can be hours). A progress bar indicates how much of the process has been completed. To cancel the process at any time, click "Cancel Build". The lower part of the panel shows some output from the build process. The upper part shows some options for controlling the build process.
Once the collection has successfully built, clicking "Preview Collection" will launch a web browser showing the home page of the collection.
Errors in collection building
Sometimes things go wrong during collection building. Maybe some files couldn't be processed: the rest of the collection builds fine, and can be previewed, but some documents are absent. Or the whole collection is not built properly, in which case a message says "An error has occurred and the collection could not be created." When this happens, it may be helpful to switch the GLI into expert mode (File->Preferences->Mode, see "Preferences"), set the build option "verbosity" to 5, and rebuild, to see if there are any error messages.
Create view in Expert mode
In Expert mode, you can use the "Message Log" entry at the left to review previous attempts to build the collection, whether successful or not. Select the log you want by clicking on the desired date in the "Log History" list.
In this mode, a full list of import and build options are shown in the Import and Build tabs to the left. The various settings are controlled just like the "Configuring Arguments" window described in the "Document Plugins" section. Some fields require numeric arguments, and you can type these in or use the arrows to increase or decrease the current value (in some cases, the interface restricts the range you can enter). Others are enabled by clicking a checkbox (click again to disable).
For more information about importing and building read Chapter 1 of the Greenstone Developer's Guide -- Understanding the collection-building process.
Customizing Your Collection's Appearance
Once you have built the collection, you next decide how it should appear to the user. What names should be used for the drop-down list of indexes in the search form? How should search results be displayed? What metadata should be displayed when a document is viewed? These can be customized; this section explains how to do it.
The Format View
This section introduces you to the Format view and explains how to navigate between the various views within this pane.
With the Librarian Interface you can configure how the collection appears to the user. The configuration options are divided into sections, each associated with a different type of customization.
On the left is a list of views and on the right are the controls associated with the current one. To change to a different view, click its name in the list.
Under the list of views is a "Preview Collection" button. Changes made in the Format view don't require a collection rebuild, so can be previewed straight away. However, the collection must have been built at least once to allow previewing.
This section explains how to review and alter the general settings associated with your collection. First, under the "Format" tab, click "General".
Here some collection wide metadata can be set or modified, including the title and description entered when starting a new collection.
First are the contact email addresses of the collection's creator and maintainer. The following field allows you to change the collection title. The folder that the collection is stored in is shown next, but this cannot be altered. Then comes the icon to show at the top left of the collection's "About" page (in the form of a URL), followed by the icon used in the Greenstone library page to link to the collection. Next is a checkbox that controls whether the collection should be publicly accessible. Finally comes the "Collection Description" text area as described in "Creating a New Collection".
This section explains how to set the display text for the drop down lists on the search page. Under the "Format" tab, click "Search".
This pane contains a table listing each search index, index level (for MGPP or Lucene collections), and index or language partition. Here you can enter the text to be used for each item in the various drop-down lists on the search page. This pane only allows you to set the text for one language, the current language used by GLI. To translate these names for other languages, use the Translate Text part of the Format view (see "Translate Text").
The web pages you see when using Greenstone are not pre-stored but are generated 'on the fly' as they are needed. Format commands are used to change the appearance of these generated pages. They affect such things as which buttons appear when a document is shown, and what links are displayed by the DateList classifier. Format commands are not easy to develop, and you should read Chapter 2 of the Greenstone Developer's Guide. This section discusses the format settings, and how the Librarian Interface gives access to them. Under the "Format" tab, click "Format Features".
You can apply a format command to anything in the "Choose Feature" pull-down list, which includes each classifier and a predefined list of features. When you select a feature, there are two types of control. Some features are simply enabled or disabled, and this is controlled by a checkbox. Others require a format string to be specified. For these there is a pull-down list ("Affected Component") for selecting which part of the feature the string applies to (if necessary), a text area ("HTML Format String") for entering the string, and a selection of predefined "Variables". To insert a variable into a format string, position the cursor at the place to insert, then select the desired variable from the "Insert Variable..." combobox.
You can specify a default format for a particular component by selecting the "All Features" feature. This format is then applied to all applicable features unless a more specific one is defined.
To add a new format command, select the applicable feature and component. The default value for this command will be displayed in grey. Click "Add Format" to assign it to the collection. The "HTML Format String" will become editable and you can change it if you wish. Only one format command can be assigned to each feature/component combination.
To remove a format command, select it from the list and click "Remove Format".
For more information about variables and the feature components, read Chapter 2 of the Greenstone Developer's Guide.
This section describes the translation view, where you can translate text fragments for parts of the collection's interface into other languages. Under the "Format" tab, click "Translate Text".
First choose an entry from the "Features" list. The language-specific strings associated with this feature appear below. Use the "Language of translation" pull-down list to select the target language, and type the translated text into the text area, referring to the "Initial Text Fragment" if necessary. Click "Add Translation" when finished.
To remove an existing translation, select it in the "Assigned Translations" table and click "Remove Translation".
To edit a translation, select it, edit the "Translated Text" area and click "Replace Translation".
Greenstone can search across several different collections as though they were one. This is done by specifying a list of other collections to be searched along with the current one. Under the "Format" tab, click "Cross-Collection Search".
The Cross-Collection Search view shows a checklist of available collections. The current collection is ticked and cannot be de-selected. To add another collection to be searched in parallel, click it in the list (click again to remove it). If only one collection is selected, there is no cross-collection searching.
If the individual collections do not have the same indexes (including sub-collection partitions and language partitions) as each other, cross-collection searching will not work properly. The user will only be able to search using indexes common to all collections.
For further details, see Chapter 1 of the Greenstone Developer's Guide.
Collection Specific Macros
Under the "Format" tab, click "Collection Specific Macros".
This view shows the contents of the collection's extra.dm macro file. This is where collection specific macros can be defined. To learn more about macros, see Chapter 3 of the Greenstone Developer's Guide.
This section describes features of the Librarian Interface that are not associated with any particular view.
This section explains the preferences dialog, accessed by opening "File" -> "Preferences".
The preferences window opens at the "General" tab. The first option is a text field for entering your e-mail address. This will be used for the "creator" and "maintainer" collection metadata items for new collections. The next option is a pull-down list of the languages in which the Librarian Interface can be presented. If you change the dictionary by choosing one from the list, the Librarian Interface must be restarted in order to load the new language strings from the dictionary.
If "View Extracted Metadata" is checked, the various controls dealing with metadata always show all metadata that has been extracted automatically from documents. De-selecting it hides this metadata (although it is still available during collection design, and within the final Greenstone collection). If "Show file sizes" is checked, the file size is shown next to each file in the Workspace and Collection file trees in the Gather and Enrich views.
The "Mode" tab is used to control the level of detail within the interface. At its lowest setting, "Library Assistant", the design view is disabled, arguments requiring regular expressions are hidden and the collection building process produces a minimal log of events. In contrast the highest setting, "Expert", provides access to all of the features of design, including plugin positioning and regular expression arguments, and also allows the full output from the collection building to be recorded in the logs. To change or review modes, click the radio button next to the mode you are interested in. You can quickly review what mode you are in by looking at the Librarian Interface's title bar.
The Librarian Interface can support different workflows by determining which of the various view tabs are visible. Use the "Workflow" tab to customize what views are available by checking the boxes next to the views that you want to be available. Alternatively, use the pull-down list at the bottom to select predetermined configurations. Closing the preferences dialog establishes these workflow settings. These settings are stored with the collection, not in the Librarian Interface configuration file.
The "Connection" tab lets you alter the path to the locally-running Greenstone library server, which is used when Previewing collections. It also lets you set proxy information for connecting to the Internet (e.g. when downloading files; see the "Downloading Files From the Internet" section for details). Check the box to enable proxy connection and supply details of the proxy host address and port number. The proxy connection is established when you close the Preferences dialog.
During the course of a session the Librarian Interface may give warning messages which inform you of possibly unforeseen consequences of an action. You can disable the messages by checking the "Do not show this warning again" box. You can re-enable warning messages using the "Warnings" tab. Check the boxes next to warning messages you want to see again.
The Librarian Interface uses particular application programs to open particular file types. To alter file associations open the "File" menu and click "File Associations...".
To add an association, select the target file extension from the pull-down list, or type in a new extension (do not include the "."). Next either type the command that launches the desired application in the appropriate field, or choose the application from the "Browse" dialog. "%1" can be used in the launch command to insert the name of the file being opened. Once these are filled out, "Add" is enabled and can be clicked to add the association.
To edit an association, select an existing file extension. Any existing associated command is shown in the "launch command" field. Edit it, and then click "Replace".
To remove an association, select an existing file extension and click "Remove". (The file extension remains in the "For Files Ending" pull-down list.)
File associations are stored in the Librarian Interface's main folder, in a file called "associations.xml".
Exporting collections to other formats
Greenstone can export the contents and/or metadata of a collection to several standard formats, including METS, DSpace and MARCXML.
To export one or more collections, open the "File" menu and choose "Export...". You can choose which format to export to by selecting it in the "Export to" drop-down list. Specify a name for the directory where you want to put the exported files—the files will end up in <path to greenstone>/tmp/exported_xxx, where xxx is the name you specified. Select one or more collections in the list of available collections, then click "Export collection(s)".
There are other options specific to the various formats. You can specify XSLT files which will be applied to the resulting XML document(s) in order to customize the output format. Exporting to MARCXML uses a mapping file to map Greenstone metadata to MARC fields. The default mapping file maps only Dublin Core metadata. You can specify a custom mapping file to be used instead.
Exporting Collections to CD/DVD
Greenstone can export one or more collections to a self-installing CD/DVD for Windows.
To export a collection, open the "File" menu and choose "Write CD/DVD Image". A list of Greenstone collections appears; click on any one to see its description. Tick the check boxes of the collections to export. You can enter the CD/DVD's name in the "CD/DVD name" box: this is what will appear in the Start menu when the CD/DVD has been installed. You can choose whether the resulting CD-ROM or DVD runs directly from the disk drive, or installs some files onto the computer. Then click "Write CD/DVD image". The process involves copying many files and may take a few minutes.
Upon completion, Greenstone will show the name of a folder containing the exported collections. Use a CD/DVD writer to copy its contents to a blank CD/DVD.
3.3 Tagging document files
Source documents often need to be structured into sections and subsections, and this information needs to be communicated to Greenstone so that it can preserve the hierarchical structure. Also, metadata - typically the title - might be associated with each section and subsection.
The source documents from an OCR process are typically a set of word processor files, including images. If these are represented as MicrosoftWord files, they can be input into Greenstone using the Word plugin. Alternatively, they can be converted to HTML and input using the HTML plugin.
In either case, the hierarchical structure of a document may be indicated by inserting tags in the text as follows:
<Metadata name="Title">Realizing human rights for poor people: Strategies for achieving the international development targets</Metadata>
(text of section goes here)
The <!-- ... --> markers are used because they indicate comments in HTML; thus these section tags will not affect document formatting. You must include these markers around your section tags, even if the document you are working with is not HTML (e.g. if it's a Microsoft Word file).
In the Description part (between the <Description> and </Description> tags) other kinds of metadata can be specified, but this is not done for the style of collections we are describing here.
It is important to remember that you are creating a hierarchical table of contents when you insert section tags into your document. This means that sections can be nested within other sections. In fact, all sections must be nested within a single enclosing section that encompasses the entire document.
The following example demonstrates a document with two chapters, the second of which contains two subsections. For real examples of sourcedocuments tagged in this way, look at the source documents for the Demo or DLS collections.
<Metadata name="Title">My Document</Metadata>
<Metadata name="Title">Chapter 1</Metadata>
(text of chapter 1 goes here)
<Metadata name="Title">Chapter 2</Metadata>
<Metadata name="Title">Subsection 1</Metadata>
(text of sub-section 1 goes here)
<Metadata name="Title">Subsection 2</Metadata>
(text of sub-section 2 goes here)
Note that metadata assigned from within a section tag in a source document takes precedence over that assigned to the document as a whole. This means that you should not explicitly specify Title metadata for the top-level section within a source document unless you want it to override the title you gave it when specifying metadata. In the above example, unless you want to override the document's existing title you should omit the line that reads:
<Metadata name="Title">My Document</Metadata>
3.4 The Collector
The Collector is a facility that helps you create new collections, modify or add to existing ones, or delete collections. To do this you will be guided through a sequence of web pages which request the information that is needed. The sequence is self-explanatory: this section takes you through it. As an alternative to using the Collector, you can also build collections from the command line—the first few pages of the Developer's Guide give a detailed walk-through of how to do this. The Collector predates the librarian interface described in Section 3.1, and for most practical purposes the librarian interface should be used instead of the Collector.
Building and distributing information collections carries responsibilities that you should reflect on before you begin. There are legal issues of copyright: being able to access documents doesn't mean you can necessarily give them to others. There are social issues: collections should respect the customs of the community out of which the documents arise. And there are ethical issues: some things simply should not be made available to others. The pen is mightier than the sword!—be sensitive to the power of information and use it wisely.
To access the Collector, click the appropriate link on the digital library home page.
In Greenstone, the structure of a particular collection is determined when the collection is set up. This includes such things as the format of the source documents, how they should be displayed on the screen, the source of metadata, what browsing facilities should be provided, what full-text search indexes should be provided, and how the search results should be displayed. Once the collection is in place, it is easy to add new documents to it—so long as they have the same format as the existing documents, and the same type of metadata is provided, in exactly the same way.
The Collector has the following basic functions:
Figure 16a shows the Collector being used to create a new collection, in this case from a set of html files stored locally. You must first decide whether to work with an existing collection or build a new one. The former case covers options 1 and 2 above; the latter covers options 3—6. In Figure 16a, the user opts to create a new collection.
Figure 16 (a) Using the Collector to build a new collection (continued on next pages)
Either way it is necessary to log in before proceeding. Note that in general, people use their web browser to access the collection-building facility on a remote computer, and build the collection on that server. Of course, we cannot allow arbitrary people to build collections (for reasons of propriety if nothing else), so Greenstone contains a security system which forces people who want to build collections to log in first. This allows a central system to offer a service to those wishing to build information collections and use that server to make them available to others. Alternatively, if you are running Greenstone on your own computer you can build collections locally, but it is still necessary to log in because other people who use the Greenstone system on your computer should not be allowed to build collections without prior permission.
Figure 16 (b) Using the Collector to build a new collection (Continued)
Upon completion of login, the page in Figure 16b appears. This shows the sequence of steps that are involved in collection building. They are:
The first step is to specify the collection's name and associated information. The second is to say where the source data is to come from. The third is to adjust the configuration options, a step that becomes more useful as you gain experience with Greenstone. The fourth step is where all the (computer's) work is done. During the “building” process the system makes all the indexes and gathers together any other information that is required to make the collection operate. The fifth step is to view the collection that has been created.
These five steps are displayed as a linear sequence of gray buttons at the bottom of the screen in Figure 16b, and at the bottom of all other pages generated by the Collector. This display helps users keep track of where they are in the process. The button that should be clicked to continue the sequence is shown in green (collection information in Figure 16b). The gray buttons (all the others, in Figure 16b) are inactive. The buttons change to yellow as you proceed through the sequence, and the user can return to an earlier step by clicking the corresponding yellow button in the diagram. This display is modeled after the “wizards” that are widely used in commercial software to guide users through the steps involved in installing new software.
Figure 16 (c) Using the Collector to build a new collection (Continued)
The next step in the sequence, collection information, is shown in Figure 16c. When creating a new collection, it is necessary to enter some information about it:
The collection title is a short phrase used through the digital library to identify the content of the collection. Example titles include Food and Nutrition Library, World Environmental Library, Development Library, and so on. The E-mail address specifies the first point of contact for any problems encountered with the collection. If the Greenstone software detects a problem, a diagnostic report may be sent to this address. Finally, the brief description is a statement describing the principles that govern what is included in the collection. It appears under the heading About this collection on the first page when the collection is presented.
The user's current position in the collection-building sequence is indicated by an arrow that appears in the display at the bottom of each screen—in this case, as Figure 16c shows, the collection information stage. The user proceeds to Figure 16d by clicking the green source data button.
Figure 16 (d) Using the Collector to build a new collection (Continued)
Figure 16d is the point where the user specifies the source text that comprises the collection. You may either base your collection on a default structure that is provided, or on the structure of an existing collection.
If you opt for the default structure, the new collection may contain html documents (files ending in .htm, .html), or plain text documents (files ending in .txt, .text), Microsoft Word documents (files ending in .doc), PDF documents (files ending in .pdf) or E-mail documents (files ending in .email). More information about the different document formats that can be accommodated is given in the section on “Document formats” below.
If you base your new collection on an existing one, the files in the new collection must be exactly the same type as those used to build the existing one. Note that some collections use non-standard input file formats, while others use metadata specified in auxiliary files. If your new input lacks this information, some browsing facilities may not work properly. For example, if you clone the Demo collection you may find that the subjects, organization, and how to buttons don't work.
Boxes are provided to indicate where the source documents are located: up to three separate input sources can be specified in Figure 16d. If you need more, just click the button marked “more sources.”
There are three kinds of specification:
If you use file:// or ftp:// to specify a file, that file will be downloaded.
If you use http:// it depends on whether the URL gives you a normal web page in your browser, or a list of files. If a page, that page will be downloaded—and so will all pages it links to, and all pages they link to, etc.—provided they reside on the same site, below the URL.
If you use file:// or ftp:// to specify a folder or directory, or give a http:// URL that leads to a list of files, everything in the folder and all its subfolders will be included in the collection.
You can specify sources of more than one type.
In this case (Figure 16d) the new collection will contain documents taken from a local file system as well as a remote web site, which will be mirrored during the building process.
When you click the configure collection button to proceed to the next stage of building, the Collector checks that all the sources of input you specified can be reached. This might take a few seconds, or even a few minutes if you have specified several sources. If one or more of the input sources you specified is unavailable, you will be presented with a page like that in Figure 16e, where the unavailable sources are marked (both of them in this case).
Figure 16 (e) Using the Collector to build a new collection (Continued)
Sources might be unavailable because
The last case is potentially the most mysterious. It occurs if you normally have to present a username and password to access the Internet Sometimes it happens that you can see the page from your Web browser if you enter the URL, but the Collector claims that it is unavailable. The explanation is that the page in your browser may be coming from a locally cached copy. Unfortunately, locally cached copies are invisible to the Collector. In this case we recommend that you download the pages using your browser first.
Configuring the collection
Figure 16 (f) Using the Collector to build a new collection (Continued)
Figure 16f shows the next stage. The construction and presentation of all collections is controlled by specifications in a special collection configuration file (see below). Advanced users may use this page to alter the configuration settings. Most, however, will proceed directly to the final stage. Indeed, in Figure 16d both the configure collection and the build collection buttons are displayed in green, signifying that step 3 can be bypassed completely.
In our example the user has made a small modification to the default configuration file by including the file_is_url flag with the html plugin. This flag causes URL metadata to be inserted in each document, based on the filename convention that is adopted by the mirroring package. This metadata is used in the collection to allow readers to refer to the original source material, rather than to a local copy.
Building the collection
Figure 16 (g) Using the Collector to build a new collection (Continued)
Figure 16g shows the “building” stage. Up until now, the responses to the dialog have merely been recorded in a temporary file. The building stage is where the action takes place.
During building, indexes for both browsing and searching are constructed according to instructions in the collection configuration file. The building process takes some time: minutes to hours, depending on the size of the collection and the speed of your computer. Some very large collections take a day or more to build.
When you reach this stage in the interaction, a status line at the bottom of the web page gives feedback on how the operation is progressing, updated every five seconds. The message visible in Figure 16f indicates that when the snapshot was taken, Title metadata was being extracted from an input file.
Warnings are written if input files or URLs are requested that do not exist, or exist but there is no plugin that can process them, or the plugin cannot find an associated file, such as an image file embedded in a html document. The intention is that you will monitor progress by keeping this window open in your browser. If any errors cause the process to terminate, they are recorded in this status area.
You can stop the building process at any time by clicking on the stop building button in Figure 16g. If you leave the web page (and have not cancelled the building process with the stop building button), the building operation will continue, and the new collection will be installed when the operation completes.
Viewing the collection
When the collection is built and installed, the sequence of buttons visible at the bottom of Figures 16b—16f appears at the bottom of Figure 16g, with the View collection button active. This takes the user directly to the newly built collection.
Finally, there is a facility for E-mail to be sent to the collection's contact E-mail address, and to the system's administrator, whenever a collection is created (or modified.) This allows those responsible to check when changes occur, and monitor what is happening on the system. The facility is disabled by default but can be enabled by editing the main.cfg configuration file (see the Greenstone Digital Library Developer's Guide, Section 4).
Working with existing collections
When you enter the Collector you have to specify whether you want to create an entirely new collection or work with an existing one, adding data to it or deleting it. By creating all searching and browsing structures automatically from the documents themselves Greenstone makes it easy to add new information to existing collections. Because no links are inserted by hand, when new documents in the same format become available they can be merged into the collection automatically.
To work with an existing collection, you first select the collection from a list that is provided. Some collections are “write protected” and cannot be altered: these ones don't appear in the selection list. With the collection, you can
Add new data
The files that you specify will be added to the collection. Make sure that you do not re-specify files that are already in the collection—otherwise two copies will be included. Files are identified by their full pathname, web pages by their absolute web address. You specify directories and files just as you do when building a new collection.
If you add data to a collection and for some reason the building process fails, the old version of the collection remains unchanged.
Edit configuration file
Advanced users can edit the collection configuration file, just as they can when a new collection is built.
Delete the collection
You will be asked to confirm whether you really want to delete the collection. Once deleted, Greenstone can not bring the collection back!
Export the collection
You can export the collection in a form that allows it to be written to a self-contained, self-installing Greenstone CD-ROM for Windows. Because commercial software that creates self-installing CD-ROMs is expensive, this facility includes a homegrown installer module.
When you export the collection, the dialogue informs you of the directory name in which the result has been placed. The entire contents of the directory should be written on to CD-ROM using a standard CD-writing utility.
The immense variety of different possible Windows configurations has made it difficult for us to test and debug the Greenstone installer under all possible conditions. Although the installer produces CD-ROMs that operate on most Windows systems, it is still under development. If you experience problems and you possess a commercial installation package (e.g. InstallShield), you can use it to create CD-ROMs from the information that Greenstone provides. The above-mentioned export directory contains four files that relate to the installation process, and three subdirectories that contain the complete collection and software. Remove the four files and use InstallShield to make a CD-ROM image that installs these directories and creates a shortcut to the program gsdl\server.exe.
When building collections, Greenstone processes each different format of source document by seeking a “plugin” that can deal with that particular format. Plugins are specified in the collection configuration file. Greenstone generally uses the filename to determine document formats—for example, foo.txt is processed as a text file, foo.html as html, and foo.doc as a Word file.
Here is a summary of the plugins that are available for widely-used document formats. More detail about these plugins, and additional plugins for less commonly-used formats, can be found in the Greenstone Digital Library Developer's Guide.
TEXTPlug (*.txt, *.text)
TEXTPlug interprets a plain text file as a simple document. It adds title metadata based on the first line of the file.
HTMLPlug (*.htm, *.html; also .shtml, .shm, .asp, .php, .cgi)
HTMLPlug processes html files. It extracts title metadata based on the <title> tag; other metadata expressed using html's metatag syntax can be extracted too. There are many options available with this plugin, documented in the Greenstone Digital Library Developer's Guide.
WORDPlug imports Microsoft Word documents. There are many different variants on the Word format—and even Microsoft programs frequently make conversion errors. Greenstone uses independent programs to convert Word files to html. For some older Word formats the system resorts to a simple extraction algorithm that finds all text strings in the input file.
PDFPlug imports documents in PDF Adobe's Portable Document Format. Like WORDPlug, it uses an independent program, in this case pdftohtml, to convert PDF files to html.
As with WORDPlug, by default collections will display the html equivalent of the file when the user clicks the document icon; however, the format strings in the collection configuration file can be adjusted to give the user access to the original PDF file instead, and we recommend that you do this. Again, just replace the <link> … </link> tags by <srclink> … </srclink> ones.
The pdftohtml program fails on some PDF files. What happens is that the conversion process takes an exceptionally long time, and often an error message relating to the conversion process appears on the screen. If this occurs, the only solution that we can offer is to remove the offending document from the collection. Also, PDFPlug cannot handle encrypted PDF files.
PSPlug imports documents in PostScript. It works best if a standard Linux program, called ps2ascii, is already installed on your computer. This is available on most Linux installations, but not on Windows. If this program is not available, PSPlug resorts to a simple text extraction algorithm.
EMAILPlug imports files containing E-mail, and deals with common E-mail formats such as are used by the Netscape, Eudora, and Unix mail readers. Each source document is examined to see if it contains an E-mail, or several E-mails joined together in one file, and if so its contents are processed. The plugin extracts Subject, To, From, and Date metadata. However, this plugin does not yet handle MIME-encoded E-mails properly—although legible, they often look rather strange.
ZIPPlug (.gz, .z, .tgz, .taz, .bz, .zip, .tar)
ZIPPlug plugin handles the following compressed and/or archived input formats : gzip (.gz, .z, .tgz, .taz) , bzip (.bz) , zip (.zip, .jar) , and tar (.tar). It relies on the programs gunzip, bunzip, unzip, and tar, which are standard Linux utilities. ZIPPlug is disabled on Windows computers.
 This option is disabled if an element of the same name already exists.
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