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A new form can be created; by creating a new form in the form builder; by copying an existing form and changing the name; or by importing a form definition from another Islandora instance.  Once the form is created, the below steps describe how to add it to the production SIdora system.  For further information on creating forms using the Islandora Form Builder, see the following link:  https://wiki.duraspace.org/display/ISLANDORA/Islandora+and+Ingest+Forms . 

Step-by-step guide

  1. SIdoraConcept2DC.xsl - transforms the SIdora Concept metadata to Dublin Core metadata when a new object is created and populates the DC datastream of the newly created object.  The SIdoraConcept2DC transform is placed in the following location on the SIdora front end server:  /var/www/drupal-7.34/sites/all/modules/SIdora/workbench/transforms/SIdoraConcept2DC.xsl

  2. Si:HierarchyObject is the content model used for the majority of SIdora concepts and it is stored in Fedora.  The Si:HierarchyObject must be able to be located by the form builder in order to set up the appropriate form associations and SIdora configurations.

  3. Schemas are used to make sure objects adhere to the appropriate schema and are stored in the SIdora front end server at the following location: /var/www/drupal-7.34/sites/all/modules/islandora_xml_forms/schema

  4. SIdora concepts use a self-transform to organize the descriptive metadata into valid xml according to the SIdoraConcept Schema.  The SIdora Concept self-transform is stored in the SIdora front-end server at the following location:    /var/www/drupal-7.34/sites/all/modules/islandora_xml_forms-7.x/builder/self_transforms
    Note:  Make sure the permissions on the self-transform file enable Drupal to access it.

  5. Form associations set the appropriate label for the object being created by the form and create a link between the form, the content model, the DC transform and the self-transform (if applicable).  Associate the form by clicking on Islandora, Form Builder, and Associate
    1. The associate screen displays with multiple drop down lists:
      1. Select the appropriate content model, most of SIdora forms use the SI:HierarchyObject
      2. Select the field that will be set as the label or title of the concept in the SIdora hierarchy, most of the time this is primary title
      3. Select the DC transform, SIdora forms that are based on SIdora Concept schema use SIdoraConcept2DC transform
      4. Select the self-transform (if applicable), all SIdora Concept based forms use SIdora Concept Self Transform (not all forms require self transforms)

  6. Add the form to the SIdora menu:
    1. Select SIdora Configuration
    2. Adjust the JSON to include a new menu item or edit an existing menu item to reflect the new form

  7. Add a new XSL for the concept overview display to use
    1. Select SIdora Configuration, Upload New XSL file (XSL files with the same name will be overwritten)
    2. Select Upload and navigate to the new XSL from the file selection dialog
    3. Select Add
    4. The new XSL is added to the list of XSLs in the SIdora Configuration XSL drop down list
  8. Associate the new form to the appropriate Concept Overview XSL
    1. Select SIdora Configuration
    2. Add New Row to Configure
    3. Select the form name from the list
    4. Select the Content Model
    5. Select the DSID
    6. Select the XSL file

 

 

Steps 1-4 above only need to be done when a new form is being created that requires a new Schema, DC transform, Content Model and/or a self-transform. When creating a new form that uses existing schemas and content models, begin from step 5.

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