Difference between revisions of "Getting Started"

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(Step 3. Register a Vocabulary)
(Training Screencasts)
 
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The Open Metadata Registry provides services for discovery, use, and administration of metadata vocabularies and element sets.
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The Open Metadata Registry provides services for discovery, use, and administration of metadata vocabularies and schemas. It supplies tools for both maintainers and users of vocabularies. This document is intended as a starting place for maintainers and representatives of owning organizations. For users, the registry supplies an interface for searching available metadata terms and allows tracking changes to used vocabularies through RSS & Atom feeds.
 
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For vocabulary maintainers, the registry provides a stable hosting service and a range of management tools.
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==Training Screencasts==
 
==Training Screencasts==
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* Using the Registry: Step-by-Step
 
* Using the Registry: Step-by-Step
 
** [http://www.screencast.com/users/DianeHillmann/folders/Camtasia/media/0a8af9ca-3f9a-4065-bb22-e157e8d86026 User Management Structure and Instruction]
 
** [http://www.screencast.com/users/DianeHillmann/folders/Camtasia/media/0a8af9ca-3f9a-4065-bb22-e157e8d86026 User Management Structure and Instruction]
** Building Element/Property sets [In development]
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** [http://achelo.us/videos/element-sets.ogv Building Element/Property Sets]
** Building Value Vocabularies [In development]
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** [http://achelo.us/videos/creating-vocabs.ogv Building Value Vocabularies]
 
* Managing Registered Vocabularies Over Time [In development]
 
* Managing Registered Vocabularies Over Time [In development]
  
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* '''Sensible vocabulary development tools will support institutions using the Semantic Web.''' While many institutions are still using vocabularies in traditional ways, many are excited by the possibilities of the Semantic Web and open linked data to improve their results and make their work (whether product, description or idea) more broadly available for use and reuse by new communities of practice. The Registry enables vocabulary development to be undertaken with these Semantic Web opportunities in mind--it is based on standards and good practices developed by the World Wide Web Consortium (W3C), increasingly seen as the underpinnings that will drive the new information world for libraries, commerce and users of all varieties working on the Web.
 
* '''Sensible vocabulary development tools will support institutions using the Semantic Web.''' While many institutions are still using vocabularies in traditional ways, many are excited by the possibilities of the Semantic Web and open linked data to improve their results and make their work (whether product, description or idea) more broadly available for use and reuse by new communities of practice. The Registry enables vocabulary development to be undertaken with these Semantic Web opportunities in mind--it is based on standards and good practices developed by the World Wide Web Consortium (W3C), increasingly seen as the underpinnings that will drive the new information world for libraries, commerce and users of all varieties working on the Web.
  
To start playing in the sandbox, it's enough to be aware of these assumptions. As you plan to use the registry software to maintain schemas & vocabularies either as an individual or in a larger organizational context, you will want to read the following for policy guidance:
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To start playing in the sandbox, it's enough to be aware of these assumptions. As you plan to use the registry software to maintain schemas & vocabularies either as an individual or in a larger organizational context, you may find the following helpful for policy guidance:
  
 
* [[Planning an Implementation]]
 
* [[Planning an Implementation]]
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Anyone who will work on vocabulary development should register as a user. If you will be maintaining vocabularies as a part of a larger organization, you should create or join the Agent representing that organization. Otherwise, you can simply register an individual resource owner.  Please note that the production Registry and the Sandbox require separate registration.
 
Anyone who will work on vocabulary development should register as a user. If you will be maintaining vocabularies as a part of a larger organization, you should create or join the Agent representing that organization. Otherwise, you can simply register an individual resource owner.  Please note that the production Registry and the Sandbox require separate registration.
  
You do not need to register as a user to access metadata resources hosted on the registry.
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You do not need to register as a user to search and access metadata resources hosted by the registry.
  
==User Management Step-by-Step==
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==What's Next?==
  
===Step 1: Register an Individual===
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The [[Open_Metadata_Registry_Step-By-Step_Instruction|Step-by-Step Instructions]] provide a walkthrough of the process of registering users, agents, and metadata terms. This is a good introduction to the registry's capabilities and the perfect place to start if you want to learn how to work with the software.
 
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On the upper right hand corner of every Registry page is a tab, which, for a user not signed in says:
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* sign in/register | about
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When clicked on '''sign in/register''', the following page appears:
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[[Image:UserRegStep1sm.jpg|700px]]
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A new user must register by clicking the box that says ''click here to create a new account'' which allows the user to fill in four boxes, all mandatory:
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* a login name
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* a password
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* a password confirmation
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* an email address
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The email address is used only for password retrieval, when a user forgets his or her password, is used for no other purpose, nor shared with any other service or individual.
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[[Image:UserRegStep2sm.jpg|700px]]
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Results: A new user account is created.  The user should note the login name and password, as well as the email address entered at the time of new account registration.
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===Step 2. Register an Agent===
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Now that you are logged in, you can add a resource owner. Every schema or vocabulary must be owned by a resource owning agent, which can be registered as either an individual or an organization.
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To register an agent, click on the '''(Add)''' link next to '''Resource Owners''' in the '''Browse''' box on the right side of the page and fill out the resulting form. '''Owner Name''' and '''Email''' are required fields. As with user registration, email addresses are kept private. When you register an agent, you become the registrar of that agent and an '''Agent Administrator''' for that organization or individual. Other users and administrators can be added later.
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[[Image:agent-registration.png|Agent Registration Page|700px]]
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'''DEFINITIONS:'''
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----
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An '''Agent Administrator''' is defined as: "One or more persons authorized to maintain one or more Agent records." This Agent Administrator is automatically the Vocabulary Administrator and Maintainer for all element sets or vocabularies owned by that Agent, and authorized to:
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* Edit/Delete Agent Records (an Agent can only be deleted by an Admin if there are no associated Vocabularies) 
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* Designate other registered users as:
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** Agent Administrators for that Agent
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** Agent Contacts for that Agent (can receive notifications but has no explicit role in vocabulary development)
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** Vocabulary Administrator for individual Vocabularies owned by that Agent
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** Vocabulary Maintainers for individual Vocabularies owned by that Agent
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A '''Vocabulary Administrator''' is defined as: "One or more persons responsible for editorial functions related to one or more submitted vocabularies. The user who registers a Vocabulary becomes the Administrator for that Vocabulary."
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The Vocabulary Administrator is authorized to:
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* Act as Vocabulary Maintainer
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* Designate other registered users as Vocabulary Maintainers
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A '''Vocabulary Maintainer''' is defined as: "A registered user designated as responsible for maintaining a Vocabulary."
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The Vocabulary Maintainer is authorized to edit vocabulary properties and concepts.
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===Next Step: Register an Element Set or a Vocabulary===
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==What's Next?==
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Add other users in other roles
 
  
 
[[Category:Documentation]]
 
[[Category:Documentation]]

Latest revision as of 23:35, 10 October 2010

The Open Metadata Registry provides services for discovery, use, and administration of metadata vocabularies and schemas. It supplies tools for both maintainers and users of vocabularies. This document is intended as a starting place for maintainers and representatives of owning organizations. For users, the registry supplies an interface for searching available metadata terms and allows tracking changes to used vocabularies through RSS & Atom feeds.

Training Screencasts

The Sandbox

The registry sandbox is a non-production implementation of the registry software and can be used for testing the registry's features. Everything there works the same as in the live registry, except for the URIs (this avoids the temptation to use the sandbox as a substitute for the production-level registry). We advise playing around a bit in the sandbox before trying anything on the real thing.

Use Cases

For information about common use cases, see: <ask format="ul"></ask>

Making Policy Decisions Prior to Implementation

  • Metadata increasingly lives in an open world. Most older vocabulary development tools are designed to provide assistance in developing vocabularies in commercial environments or where development processes are assumed to reside 'in house.' They are usually applications designed to run behind a firewall for a good-sized organization or on a personal computer. In most cases they can provide output that can be used to develop web pages, but they assume that the organization is not interested in exposing the process itself outside the institution. The Registry is designed to be used in an open web environment--it can be used behind firewalls, but this requires more effort for the institution to manage.
  • Group based vocabulary development and maintenance is the best approach. Most vocabularies are designed for some combination of use by internal and external parties for specific purposes: to enhance discoverability, to deal with the ambiguities of language, or to sell products. Given this reality, most groups find that the development process needs to take advantage of the wisdom of the entire group in order to meet the goals of the group. The Registry software is designed to recognize that need, and accommodates a variety of group processes and workflows, providing opportunities to build vocabularies that can improve over time and reflect changes in language.
  • Sensible vocabulary development tools will support institutions using the Semantic Web. While many institutions are still using vocabularies in traditional ways, many are excited by the possibilities of the Semantic Web and open linked data to improve their results and make their work (whether product, description or idea) more broadly available for use and reuse by new communities of practice. The Registry enables vocabulary development to be undertaken with these Semantic Web opportunities in mind--it is based on standards and good practices developed by the World Wide Web Consortium (W3C), increasingly seen as the underpinnings that will drive the new information world for libraries, commerce and users of all varieties working on the Web.

To start playing in the sandbox, it's enough to be aware of these assumptions. As you plan to use the registry software to maintain schemas & vocabularies either as an individual or in a larger organizational context, you may find the following helpful for policy guidance:

User Registration

The Registry user management system is based on a simple model. An individual user begins the process by building a simple profile for himself or herself. This first user then registers an institutional or individual agent who will be the vocabulary owner for vocabularies developed subsequently. By registering an institution or individual agent, the user becomes the Agent Administator for that organization/individual.

Registry Standard Workflow.jpg

Who Should Register

Anyone who will work on vocabulary development should register as a user. If you will be maintaining vocabularies as a part of a larger organization, you should create or join the Agent representing that organization. Otherwise, you can simply register an individual resource owner. Please note that the production Registry and the Sandbox require separate registration.

You do not need to register as a user to search and access metadata resources hosted by the registry.

What's Next?

The Step-by-Step Instructions provide a walkthrough of the process of registering users, agents, and metadata terms. This is a good introduction to the registry's capabilities and the perfect place to start if you want to learn how to work with the software.