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In the Collection Manager, data templates and data schemas are used to give structure to records in a collection.

Data templates are like patterns that can be used over and over again for one or more collections. A data schema is unique to a collection and is based on an a data template.

Every time you build a collection in LUNA you must choose a template to base your data schema on. The template you choose as your data schema can't be changed once you've saved it.  And while you can always go back and edit both a data template and a data schema, any edits made to the data schema will not be saved to the data template and vice versa. 

 

 





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Watch the Video:

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urlhttps://www.youtube.com/watch?v=5ibNpE30RX8&t=6s

Create a New Template

Under the Templates tab, click "New Template" (look for the blue button on the left). You'll be asked to give the template a name and description. This is helpful information if you're sharing the Collection Manager with others in your organization and think they could benefit from identifying and then using your template.

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To edit your data schema click on View/Edit schema to the right of Data Schema. When you're done editing, be sure to click "Back to Collection Properties". 


The template that you based your data schema on will remain the same (under the Templates tab) and still be available to edit and use for other collections.

 


Fields, Field Groups and Authorities

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Field groups are just that- groups of fields, a nice way to organize common content. For example, you could have a field group called "Creator" and in this group would be fields related to "Creator", such as "Creator Date", "Creator Nationality", etc. In the LUNA Viewer the fields will always display grouped as a set.

To create a new Field Group click New Field Group

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To add fields to a field group, click on the field group and then click New Field.

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Note

When editing a Template you can go back anytime and change a Field Group to an Authority or do the reverse. However, when editing a Data Schema, field groups are permanent and can't be changed.

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Repeating Fields

In the Record Editor, there are two ways to create repeating fields.

For a single field with repeating values, check "Multivalue" located in the field properties.

For multiple fields that repeat as a group, create a field group first and then add the fields to that group. In the example below you see a field group with the fields Title, Title Type and View repeated twice. Visit Record Editor help section for additional information on repeating fields.

In Library:

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In Viewer:

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Authorities

Authorities are a helpful way of providing data catalogers with a list of controlled vocabularies. This helps ensure data consistency across a collection. With the right permissions you can create new authorities, and upload a .csv list of authorities. Catalogers would then easily pick from the list of available data. Authorities are managed in the Library, and permission for managing authorities granted in the Administrator.

To create an Authority:

  1. Create and name a field group.
  2. Check the "Authority Field Group" box. All the fields in that field group will then be associated with that authority.

In the example below the "Location" field group is an Authority so the fields "City", "State of Provence", "Country" and "Country code" can all be populated with values from that specific "Location" authority.

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Note

When editing a Template you can go back anytime and change an Authority to a Field Group or do the reverse. However, when editing a Data Schema, Authorities are permanent and can't be changed.

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Note

If you're not familiar with MARC records you might want to contact us for help. Please also read additional details on using MARC as source data in LUNA.

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Understanding the deletion and renaming of fields in a Schema

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