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METS Viewer / Editor Application

Guide for Version 0.1

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Index

1. Installation & Configuration

2. Preparation

3. Creating a new metadata file from scratch, or from an existing record

4. Saving as METS, and saving in other formats

5. Opening an existing metadata file

6. Creating a table of contents or index structure with chapters

7. Setting your preferences

8. Additional Help

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1. Installation and Configuration

The latest version of the METS Editor is always available for download from the main METS

software site under UFDC. ( http://ufdc.ufl.edu/software/mets )

The download will be a MSI windows installer file. Run this application to install the METS

Editor application on your local computer.

This windows application will run on any machine running a Microsoft operating system from

Windows XP up to Windows 7 or Server 2008. This application requires that .NET framework

version 3.5 is also installed on the machine. This can be downloaded from the Microsoft

Download Center if it is missing on your machine.

It is recommended that after installation you navigate to the application’s folder ( by default this

is C:\Program Files (x86)\SobekCM or C:\Program Files\SobekCM ). Selecting the main

application folder ( SobekCM METS Editor ), use the right button on the mouse to pull up the

context menu and then select Properties. On the properties menu, select Security. Then edit the

security to give either yourself or everyone read/write access to the directory, subdirectories, and

files. To use some features of the METS Editor, in particular the ability to create default project

files, the editor will need access to write into the subfolder.

Launching the application the first time will display the message below. Select the option which

is most relevant and then continue. If neither option applies, leave the default option selected.

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The metadata preferences screen below will appear next. If you are using this tool in support of

one of the Florida initiatives, be sure to enter your default information.

The source code should be the initials for your institution and the source statement is generally

the name of your institution or the name of your library within your institution.

If you will use this to submit to the Florida Dark Archive, also enter your FDA Account code,

FDA project code, and any FDA Sub-Account code you wish to use.

You can view this form again at any time by selecting Options Metadata Preferences.

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2. Concepts and Preparation

In preparation for creating your first digital resource package, you should have the files for your

item in the same folder. The folder can be named in any format. The folder name is

automatically added in the METS file as the object identifier (OBJID).

Files which represent the same portion of the intellectual entity should be named with the same

filename, although of course the extension will be different. For example, images of the same

page in different formats should share the same root filename, so 00001.jpg, 00001.tif,

00001.jp2, and 00001.jp2 should all be images of the same page.

The following files types are considered page images:

TIFF images ( *.tif, *.tiff )

JPEG images ( *.jpg, *.jpeg )

JPEG2000 images ( *.jp2 )

GIF images ( *.gif )

Text images – OCR text ( *.txt )

PRO files – Prime Recognition OCR files ( *.pro )

Page images will form their own structure map in the resultant METS which represents the

structure of the actual item and for books and newspapers is analogous to a table of contents for

the item.

Any file which is not a page image is considered additional resource files and will be included in

a second structure map. These files can still be organized hierarchically and be placed into

divisions. Where page is the bottom layer of the page image hierarchy into which page images

are placed, additional resource files are organized into file groups. Again, all files with the same

root name will be organized into the same file group.

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3. Creating a new metadata file from scratch, or from an existing

record

Step 1:

From the main screen, select: Create new

METS file

Or

From the top menu, select: Action

New METS File

Step 2:

Select the folder for the item.

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The METS Application will automatically find any images and files in the folder, and ask if you

would like them to be added to the METS file for the item. To add the images, click yes.

After selecting the folder and agreeing or declining to add the files, the METS application

automatically opens the default metadata editing template for a new item.

If no images are found, the METS Application will still create a new METS file, and it

automatically opens the default metadata editing template for a new item where you can add files

manually if desired.

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4. Saving as METS, and saving in other formats

Saving as METS: From top menu: Select Action Save

Save as MARCXML, MODs, & Dublin

Core:

From top menu: Select Action Save As

Select the format:

MARCXML

MODS

Dublin Core

For Dublin Core Files, select either:

Dublin Core <records>

RDF Dublin Core

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5. Opening an existing metadata file

From the main screen, select: Open

existing METS file

Or

From the top menu, select: Action

Open

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6. Creating a table of contents or index structure with chapters

All TIF files within the folder are automatically added to the METS file. All are added within a

“Main” division initially.

Right-clicking on the division label allows you to “Edit Division” and to add other divisions

using “Insert new Sibling” and “Add new Child” division.

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Edit Division

Editing the division allows you to select from a menu of division types.

The name field for the division is context sensitive. Thus, selecting divisions that can be named

(Chapter, Section, Appendix) allows you to type the name for that division.

For divisions that cannot be further named (Main, Title Page, Front Cover), the name segment

will remain un-editable.

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Insert a new Sibling and Add new Child

“Insert a new Sibling” allows you to add a division that is at the same level with the current

division.

“Add new Child” allows you to add a division that is under the level of the current division.

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7. Setting your preferences

From the top menu, select: Options

For metadata preferences, select: Metadata Preferences

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Metadata Preferences

Checking “Include FDA / DAITSS Custom Metadata” causes the FDA Account, FDA Project,

and FDA Sub-Account fields to display. You can then enter and save your FDA Account,

Project, and Sub-Account information.

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8. Additional Help

For more help, open the METS Viewer Editor Application and select: Help Online Help

The Online Help pages can be accessed directly from the following link:

http://ufdc.ufl.edu/software/metshelp