Setup: reference

Metadata standards

You manage these under Data model › Metadata standards (status 9). The model behind them is explained in The concept behind the standards .

The “All concepts” view of the metadata standards with the counter “n of m mapped” and the button for the open concepts, the filters All, Open and With suggestion, and the list of concepts with the columns Used in, Comes from and In the export. Open concepts show a suggestion with “Apply” or the buttons “Create field” and “Choose field”.

The concept hub

More than 60 concepts, compiled by hand and maintained with Moliri. A concept is a meaning, not a format and not a list of fields. You bind it once to your institution’s fields, and it is then part of every standard whose node points to it.

A concept has:

PropertyMeaning
Value kindText, authority record (term with identifier), date, number, language or structured
Language tagWhether the value can carry a language tag
FacetsFor structured concepts, the individual parts
VocabularyRecommended sources, such as AAT, GND or Wikidata

The standards

StandardBasisScope
Minimaldatensatz (minimum data set, MDS) 1.2LIDO 1.1An explicit selection. Stays small even when the base schema grows
DDB-LIDOLIDO 1.1All nodes of the base schema
EODEM (loans / exhibition)LIDO 1.1Selection for loans: core identification, dimensions, material, event
Dublin CoreDublin CoreIts own flat schema

The separation saves maintenance: a new LIDO node extends DDB-LIDO and leaves the minimum data set alone. Beyond the minimum data set, DDB-LIDO contains inscriptions and marks, distinguishing features, related works and rights in the work, among other things.

The same mappings feed the Linked Data documents and IIIF manifests of publicly shared objects, as JSON-LD following the Linked Art profile. See Shares .

Requirement levels

Each node carries a level in the respective profile:

LevelMeaning
MandatoryWithout a value the record does not meet the profile
Conditionally mandatoryMandatory as soon as a precondition applies
RecommendedShould be filled in
OptionalFree

The administration shows the level on each concept (Level column) and the progress as n of m mapped, for example 42 of 67 mapped. If you choose a project under Fill level from, it shows the fill level: how many objects have a value for a concept.

Sources of values (Comes from)

In a concept’s dialog the sources are listed under Comes from; you add new ones with Add source.

SourceMeaning
FieldLink an existing field or create a new one. The usual case
JSON fieldA JSON field supplies a repeatable concept, one entry per row. The row’s label (__label) carries the language or the reference
Events of the objectThe maintained events , optionally limited to certain types. Without a limit, all of them
Files of the objectOne media entry per file: path, rights, alternative text
LinksThe links of a library, optionally of one type. Each link becomes an entry of its own, see below
Fixed valueA fixed value for all objects. For the holding institution, the record language, rights statements

A concept may have several sources; they are merged. Like a virtual field, a field source can concatenate, fall back, combine or compute (As is, Concat, Fallback, Union, JS). In addition, a mapping can carry a filter (equals, contains, in list) so that only certain values are output.

Under Library and Type you choose which links the source supplies (all types is possible). For each entry these attributes are available:

AttributeContents
Target label, Target IDThe name and the number of the target
Target URIFor authority data, the record’s own URI, otherwise the GND or Wikidata address; for other libraries, the URI of the target, only if it is readable
Library, Link type, Link type nameWhere the link comes from, and its type as key and name
LIDO term of the link type, Concept of the link typeWhat is set for export under Link types
Uncertain, SourceThe link’s annotations
Order, Link IDPosition in the link area and number of the link
Event typeOnly for events
Extra: …One per additional field of the type
Concept: …One per additional field to which the type has assigned a concept
GND ID of the target, Wikidata ID of the targetOnly for authority data

Creating missing fields

Where a concept has no field yet, Moliri creates one on request, either as individual fields (searchable, sortable and groupable) or as a JSON field (equivalent for the export, not reachable through the search).

Map n open … opens the Map open concepts dialog with all concepts that are not mapped. For each concept: Create new, Link existing, Default mapping, an existing field or Skip. Set all (Create new, Existing only, None) decides for all of them at once, and Create & bind carries it out.

Process templates

Next to the standards, the overview lists templates for workflows under Processes. Ten of them cover the procedures of collections management, each with the concepts a procedure needs. What each procedure involves and how it can be represented in Moliri is described in the Collections management section.

ProcessConcepts
Object entry8
Acquisition / accession14
Inventory / audit6
Cataloguing17
Location & movement6
Loan in12
Loan out11
Object exit6
Condition check8
Deaccession / disposal9

Two further templates bring a library of their own: Literatur creates a library project for references, with fields following CSL, and Equipment one for display cases, plinths and frames.

Processes prepare fields, link types and layouts; the workflow itself is up to your institution. Because they rest on the same concepts as the standards, anyone who has mapped for the minimum data set already has most of the fields for Cataloguing.

Installing

Install in the header of an open process opens the preview. It says what will be created, and only creates it when you click Install in the dialog.

Row of the previewContents
Library projectOnly for Literatur and Equipment: the project is created or already exists
Object types, fieldsWhat is new, what already exists and what is skipped because the name is taken by another field type. Existing fields stay as they are
LayoutFor Literatur and Equipment, the layout of the library project. For all other processes, a layout template from the mapped fields that appears in new projects. Concepts without a field are listed below it, next to Create missing fields
Link typesFor each type missing, equal, adapted or deviates. An existing type opens under Link types through the icon next to it

If a layout with the process’s name already exists, none is added; this also applies to a layout under an earlier name of the template. A second installation of the same template only creates what is still missing. If everything is there, the preview says Everything is in place.

Moliri creates everything in one go. If a step fails, nothing is left half created, and the message names the step. If the existing setup has changed since the preview, for example because someone else has created a field in the meantime, nothing is created and the preview reloads. The same applies to Create missing fields, Create field on a concept and Create layout in a standard.

Log

Under Installed so far in the dialog and through Log in the header of a process or standard you can see who created what and when, with the version of the template:

EntryWhen
InstallationFirst installation of a template
SupplementA further installation that adds what was missing
Missing fields createdFields through Create missing fields or Create field
Layout createdCreate layout in a standard

Each entry says what was created: fields, object types, link types, bound concepts, the library project.

Views of the administration

ViewShows
OverviewA card for each standard and each process with n of m mapped and the percentage
Standard (card open)The concepts of a profile in groups, with Level, Comes from and In the export. Plus Check, Create layout and Log
Process (card open)The concepts of a procedure, plus Install and Log
All conceptsAll concepts with their mapping state and Used in (in how many standards and processes)

In every list, All, Open and With suggestion filter. If a project is chosen above the list under Fill level from, Gaps is added: the mapped concepts that do not have a value on every object in this project. Clicking a concept opens the detail column: In the export shows what the mapping produces for an object, also as XML with Show XML, and below it Comes from with the sources.

A mandatory concept whose mapped fields all lack the not empty condition and have no custom condition carries a red exclamation mark in the Level column. The detail column says so in a note. Set condition below it sets not empty on the mapped field; if there are several, you choose the field in a small menu, because the condition on one of them is enough. Other conditions of the field stay. The note and the exclamation mark disappear at once. Only people who may edit fields see the button. Next to it, the link with the field name, for example “Datensatzsprache öffnen”, opens the field details in a new tab. Moliri never changes existing fields by itself. When Moliri creates a field for a mandatory concept, on the other hand, it gets the condition straight away.

Check checks the objects of a project you choose against the mapping as currently set, including unsaved changes. In the report, Check file also starts the schema validation.

In the header of a standard, a process and All concepts, the Copy prompt for the mapping icon (asterisk) puts a request for a language model of your choice on the clipboard. It contains the concepts of the view with requirement level, facets and mapping state, and the existing fields. At the top is an empty line AUFGABE (task) for your instruction, for example “only the mandatory concepts”. What comes back is a table of suggestions (concept, field, facet, confidence, reasoning) and the concepts without a matching field. Moliri sends nothing to a language model; you then do the mapping by hand in this view.

Export and validation

You export in the project, on the Data In- & Export tab, under Metadata standards. The procedure from the user’s point of view is described under Exporting LIDO .

StepWhat happens
CompletenessHow many objects meet the mandatory details of a profile, and which concept is missing for how many. A click filters to the objects concerned
Check before exportFor each object, missing mandatory details and formal errors: missing references, no ISO date, a placeholder instead of a value, control characters. Then: Export anyway, Only complete or cancel
Schema validation (XSD)The finished file is validated against the schema, in the browser and without internet access. Each finding points to its object. For the minimum data set against the profile’s schema, otherwise against LIDO 1.1. There is no binding schema for Dublin Core

Concepts that are not mapped are missing from the result. Moliri invents nothing.

LIDO import

LIDO files can be read in, also from other collection systems and as EODEM. Preselected by themselves are concepts bound to exactly one field, measurements per measurement type and links with a type; events are created where the event type matches. Names of persons and places are not automatically matched to authority data. Details under Set up the LIDO import , the steps under Import LIDO .

Further reading