A file/folder is categorized as being represented by a digital resource classification role if the file/folder satisfies every criterion that makes up the defining condition for the digital resource classification role. Condition criteria for a digital resource classification role may be specified using the Digital Resource Role Classification Rules dialog window.

The defining condition for a digital resource classification role may include the following criteria:

Is/is not of type - This criterion is satisfied if the file/folder is of the specified system type.

note: For more information on the file types supported by the system, please refer to the “Setting Up File Types” chapter of the Virtual Ticket Administrator User Guide.

Is/is not named exactly - This criterion is satisfied if the name of the file/folder is/is not the specified string.

Name matches - This pattern-matching criterion is satisfied if the name of the file/folder matches the specified pattern(s).

Located in/under a digital resource role folder - This criterion is satisfied if the file/folder is physically located either in or under a folder that matches the definition of the specified digital resource role. For the purposes of this criterion, a file/folder is ‘in’ a folder only if it is located immediately within that folder (and not within a sub-folder). A file/folder is ‘under’ a folder if it can be found somewhere within the directory structure within that folder.

For example, suppose that the File System Service has detected the addition of “123-Art Catalog/BMPs/Picture.BMP” file. Picture.BMP is considered to be ‘under’ both the “123-Art Catalog” and “BMPs” folders, ‘in’ the “BMPs” folder, but not ‘in’ the “123-Art Catalog” folder.

Location matches - This pattern-matching criterion is satisfied if the location of the file/folder matches the specified pattern(s).

Satisfies JScript condition - This criterion allows you to specify, using JScript, other criteria that the file/folder must satisfy.

None of parents have the “<role name>” role... - This criterion specifies that none of the parent folders have been classified according to the current role. For example, this would exclude folders from being classified as a “Job” if they are themselves located in a folder that has already been classified as a “Job”.

note: The instructions below assume that the Digital Resource Role Classification Rules dialog, accessible from the Digital Resource Classification tab of the Digital Resources Classification Plug-in, is already open.

Adding criteria to the defining condition for a digital resource classification role

1. ‘Check’ the checkbox corresponding to a criterion that you would like to add. A row for the criterion will appear in the Condition Details section of the dialog.

2. In the appropriate row of the Condition Details section of the dialog, specify the editable values and/or patterns required by the criterion. This will differ depending on the criterion:

Is/is not of type - To toggle between ‘is’ and ‘is not’, simply click ‘is’/’is not’. Then, click <file type> and select the appropriate system file type from the popup menu.

Is/Is not named exactly - To toggle between ‘is named’ and ‘is not named’, simply click ‘named’/’not named’. Then, click <file name>; this will open a string entry dialog, allowing you to enter the appropriate file name.

Name matches - To begin specifying one of the patterns the file/folder name is allowed to match, click <token> and select whether the token represents a database field defined for the Digital Resource folder type in the database, a separator, any string, or any number. If a specific string should appear in the file name, choose the “Separator...” option, then enter the string in the dialog window that appears. To add another pattern to the criterion, right click within a pattern (patterns are outlined in black) and select ‘Insert pattern after’ from the popup menu. To add more tokens to a pattern, right-click the token and select an ‘Insert placeholder’ option.

Located in/under a digital resource role folder - To toggle between ‘in’ and ‘under’, simply click ‘in’/’under’. Then, click <digital resource role> and select the appropriate digital resource role from the popup menu.

Location matches - To edit this criterion, refer to the instructions for the ‘name matches’ criterion.

Satisfies JScript condition - Click <undefined>. This will open a text entry dialog, allowing you to enter the appropriate script.

3. Repeat steps 1-2 for each condition criterion you would like to add.

4. Click OK to close the Digital Resource Role Classification Rules dialog, then Save the modifications you have made to the defining condition for the digital resource role.

Enabling and Disabling Individual Classification Roles

At times you may wish to disable and enable individual classification roles. This is performed using the Enable checkbox for each classification role defined in the system. Be aware that when disabling classification roles, digital resources will not be associated if they include the classification role in their definition.

Disabling and Enabling Classification Roles

1. Open the Digital Resources Classification tab in the MetaData Service Snap-in.

2. Select the role you would like to disable or enable in the list of defined roles.

3. To disable a classification role: Uncheck the “Enabled” checkbox for the selected classification role.

4. To enable a classification role: Check the “Enabled” checkbox for the selected classification role.

5. Click Save to save the modified digital resource classification role. The Reclassify Digital Resources window will appear, providing you the option of reclassifying resources contained in the Production folders listed in the window.

6. Select the folders you want to reclassify. Selected folders will appear highlighted in blue. By default, all Production folders will appear in the list and will be selected. If you have disabled a classification role, digital resources that were previously classified by the role will no longer be classified by the role after the files and folders have been reclassified.

7. Click OK to reclassify the selected folders or Cancel to continue without reclassifying any digital resources. The Reclassify Digital Resources window will close.

Association Rules tab

After digital resource classification roles have been defined, files and folders added by the File System Service are classified according to the defining conditions of those roles. For this classification to result in the files/folders being associated with file collector fields contained in your forms, you need to configure the association rules for those file collectors. Association rules for file collectors may be specified using the Association Rules tab of the Digital Resources Classification Plug-in of the MetaData Service Snap-in.

Remember: You can only associate classified files and folders with file collectors contained in forms. If you do not have any file collectors in your forms, you will not be able to create any association rules. For information on adding file collectors to your forms, refer to your Administration Guide.

Configuring association rules for a file collector

1. Switch to the Association Rules tab of the Associator Plug-in.

2. Select the file collector for which you would like to set up association rules from the tree on the left side of the Association Rules tab. Any association rules that have previously been defined for the file collector will be displayed on the right side of the Association Rules tab.

Note: Only file collectors that exist in Forms will appear in the File Collectors pane of the Association Rules tab. If you do not yet have any file collectors defined for your forms, you will not be able to create Association Rules.

3. Click the Modify button in the “Association Rules for File Collector <File Collector Name> of <Folder/Document Type Name>” section. A dialog window will appear, allowing you to add the association rules for the file collector field.

4. In a rule row of the Association Rules dialog, click <role> and select the digital resource role which you would like to be associated with the file collector field.

5. OPTIONAL: To add more roles to the association rule, right click the role name and select “Add Role to List”. A new <role> placeholder will appear, separated by a comma from the previous role.

note: The following three steps contain the instructions for defining the association criterion of the rule. The association criterion is used to determine whether a reference to a particular digital resource (that has been classified as playing one or more of the roles defined for the rule) should be placed in the file collector field of a particular record.

6. To begin specifying the association criterion of the rule, click <Ticket field> and select a database field of the folder/document type. The fields available will be those of the parent folder/document type of the file collector field.

7. Click <DR field> and select a database field of the Digital Resource folder type. The association criterion is the comparison of the value of this database field will that of the database field selected in the previous step.

8. Click <Operation> and select the comparison operator that will be used when comparing the values of the fields chosen in the previous two steps. The type of the previously selected <Ticket field> determines available comparison operators. Numeric fields include: is less than (“<“), is greater than (“>”), is equal to (“=”), is not equal to (“<>”), is less than or equal to (“<=”), and is greater than or equal to (“>=”). For character fields they are: is equal to (“=”), not equal to (“<>”), “includes”, and “does not include”. The operations “includes” and “does not include” are used to compare a <DR field> with a <Ticket field> that represents a comma or semicolon separated list.

9. OPTIONAL: To add more conditions to a rule, right click an existing condition and select an action from the popup window. For the current rule to be true, all conditions included in the rule must be satisfied.

10. OPTIONAL: To add more association rules, right click a rule row and select an “Insert rule before” or “Insert rule after” command, then repeat steps 1-3. Rules are analyzed in a sequence they have been specified, one after another. As a rule succeeds, more file/folders are added to the resulting set of digital resources to be associated with the file collector.

11. OPTIONAL: In the “File Collector Association Options” section, specify the way in which the Associator should place the digital resource references it generates in the file collector field:

Append generated references to file collector contents - the digital resource references generated by the associator will be added to the set of references already in the file collector.

Replace file collector contents with generated references - the contents of the file collector will be modified in the following manner: references to digital resources located within the scope of the Associator will be replaced with the references generated by the Associator (references not in accordance with the association rules for the file collector will be removed).

12 Click Save. The Association Rule will be saved.