1. Switch to the Digital Resource Classification tab of the Digital Resources Classification Plug-in.
   
2. Click the New button in the upper-left corner of the page to begin setting up a new digital resource classification role.
3. Enter a unique name for the digital resource classification role in the Name field.
4. Click the Modify button in the “Categorize file/folder as <Role Name> if:” section to specify the defining condition for the digital resource classification role. A dialog window will appear, allowing you to configure the condition criteria.
   
5. Specify the appropriate defining condition for the digital resource classification role, then click OK. For more information on specifying defining conditions, refer to “Specifying Defining Conditions for digital resource classification roles” on page 65 below.
   

   Tip: If you wish to save your role without implementing it (having it used for classification purposes), make sure that the “Enabled” checkbox is not checked before saving the role.

6. Click Save to add the 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.
   
7. 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.
8. Click OK when finished. The Reclassify Digital Resources window will close. The role name specified in Step 3 will be displayed in the list of digital resource classification roles on the left side of the Digital Resource Classification tab.
9. Repeat steps 1-6 for each digital resource classification role you would like to add.
   
   At this point, the appropriate digital resource classification roles have been set up for the database, and you may continue the configuration of the Associator by defining association rules for the database’s file collectors (See “Association Rules tab” on page 72 for more information). However, you may also use the Plug-in to review and, if necessary, modify the digital resource classification role setup for the database (See the following procedure for more information).

1. Click the name of the digital resource classification role whose setup you would like to review/modify in the list of digital resource classification roles on the left side of the Digital Resource Classification tab. The name and defining condition of the digital resource classification role will be displayed in the corresponding sections of the right side of the Digital Resource Classification tab.
2. Review the name and defining condition that has been set up for the digital resource classification role.
3. optional: Edit the name of the digital resource classification role in the Name field.
4. optional: Click the Modify button in the “Categorize file/folder as <Role Name> if” section to modify the defining condition for the digital resource classification role. A dialog window will appear, allowing you to modify the condition criteria.
   
5. Edit the defining condition for the digital resource classification role, then click OK. For more information on specifying defining conditions, refer to “Specifying Defining Conditions for digital resource classification roles” on page 65 below.
   Tip: If you wish to save your role without implementing it (using it for classification purposes), make sure that the “Enabled” checkbox is not checked before saving the role.
6. 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.
   
7. 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.
8. Click OK when finished. The Reclassify Digital Resources window will close.

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.

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.

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.

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.