Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version...

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Shared Shelf 1.2 Walkthrough

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Transcript of Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version...

Page 1: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

Shared Shelf 1.2 Walkthrough

Page 2: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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SHARED SHELF PRESENTATION

Shared Shelf Version 1.2

Multi-Field Controlled Lists

Shibboleth Support

Additional Load Balancing

Page 3: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

CLICK TO ADD SUBTITLE Review list functionality

Catalog using controlled lists

Add values to controlled lists

Create new controlled lists

Add values using Excel

Training OutlineSHARED SHELF PRESENTATION

Page 4: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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SHARED SHELF PRESENTATION

Previous List Functionality

Lists are per project, per field. Cannot set up one list and

share across all projects at your institution

Terms must be added one-by-one. Bulk upload of terms

requires Artstor staff

New values can be entered by an administrator only in SS

Admin tools; catalogers cannot enter new values on the fly

Lists can contain single values only

For those using work records, Shared Shelf provided lists are

provided at the work record level only

Current List Functionality

Lists can be shared across projects at your institution

Terms can be added in bulk through Excel

New values can be entered by catalogers that you designate.

They can enter values within Shared Shelf (no admin access

necessary)

Lists can contain multiple values

Shared Shelf provided lists remain available when cataloging

work records, and they can also be used for cataloging

display record fields

Page 5: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

CLICK TO ADD SUBTITLEFull Bleed Image

Controlled List Structure in 1.1.3

Page 6: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

CLICK TO ADD SUBTITLEFull Bleed Image

Controlled List Structure in 1.2

Page 7: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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Accessing Controlled Lists in Cataloging Environment: DemoSHARED SHELF PRESENTATION

SEARCH CONTROLLED LISTS &

AUTHORITIES

SEARCH CONTROLLED LISTS

Page 8: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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Adding Values to Controlled Lists: Orientation & DemoSHARED SHELF PRESENTATION

CONTROLLED LISTS

LIST TERMS

Page 9: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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Creating New Controlled Lists: Orientation & DemoSHARED SHELF PRESENTATION

SELECT CONTROLLED LIST

EDIT FIELDS AND PERMISSIONS

Page 10: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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Bulk Importing Terms in Excel: DemoSHARED SHELF PRESENTATION

EXCEL OPTIONS

Page 11: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

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(Re)Organizing Your Controlled Lists in 1.2SHARED SHELF PRESENTATION

Migration of your existing lists

Your controlled lists have all been converted to this new list format.

Lists are now available across projects, but previously they were project specific. Because of this, each one of your controlled lists has been individually converted. For example, if you were using a Faculty requestor controlled list in three of your projects, you’ll see 3 different faculty requestor lists in Shared Shelf. 1.2

A video tutorial is available on Shared Shelf Help to show you how to consolidate your migrated controlled lists. http://support.sharedshelf.org/?article=training-videos

User permissions

The default setting for the 1.2 release allows all project admins to add terms to all the controlled lists used at your institution. This can be changed within the Shared Shelf Administrative Tools.

Shared Shelf institutional administrators will see all lists.

http://support.sharedshelf.org/?article=training-videos
http://support.sharedshelf.org/?article=training-videos
http://support.sharedshelf.org/?article=training-videos
http://support.sharedshelf.org/?article=training-videos
Page 12: Shared Shelf 1.2 Walkthrough. CLICK TO ADD SUBTITLE SHARED SHELF PRESENTATION Shared Shelf Version 1.2 Multi-Field Controlled Lists Shibboleth Support.

CLICK TO ADD SUBTITLE [email protected]

(212) 500-2402

Support Site:

http://support.sharedshelf.org/

Training available weekly or by appointment:

http://support.sharedshelf.org/?article=training

Join the Shared Shelf discussion list:

Send a blank email to [email protected]

Contact UsSHARED SHELF PRESENTATION


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