Insight can easily grant access to remote collections. This section describes how to grant access to multiple collections.
As the following diagram illustrates, a user can be assigned to many User Groups. Each User Manager User Group Name and Access Key (Code Key) must have a matching Collection Manager User Group Name and Access Key (Code Key) for the collection being accessed.
Once you have added your Group Name and Access Key (Code Key) to the User Manager, either through Studio or the Administrator Tools, you will need to use the Insight Administrator Tools to grant access to users.
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- Open Insight Administrator Tools. Connect to the User Manager by right-
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clicking on the manager name and selecting Connect.
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- Select the Users folder on the User Manager.
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3.Select and edit the user you wish to grant access to by double-clicking
on the user.
4.Select any of the user groups in the Available Authentication Groups
panel that you would like this user to be a member of and move them to the Assigned Authentication Groups panel.
5.Click Save.
Creating a Catalog Template
This chapter will describe how to build a catalog template using Insight Studio.
Common terms
Catalog Template
A catalog template is the metadata schema that represents the way that data is organized within a collection. A catalog template consists of a set of fields or groups of fields that represent one complete record.
Field
Fields are the lowest-level building blocks of a data structure. Each field represents one unique section of data. Fields can be categorized as Numeric, Short Text, Long Text, Date, or Required. Multiple fields can be combined to create Field Groups.
Field Group
Field Groups represent groups of fields organized for display and for data entry, as a way to organize common content.
Independent Records (An Authority record)
Independent Records should be used when data fields are related more to each other than the main (object) record. For example, a single creator record may be created to describe an individual artist (e.g. Pablo Picasso, 1881-1973), but it will be linked to multiple Work Records representing works by Picasso. The independent record enables catalogers to access and manage this information separately from the object record (accessible from the File | Open Record menu option in Inscribe).
Figure 2: Independent Record Diagram
Work 1: Les Demoiselles d'AvignonWork 2: Blue BoyCreator Name: Pablo Picasso
Creator Dates: 1881-1973
In the example above, both Work Records (Work 1 and Work 2) link to the same creator information (Creator 1). If the Creator Record is updated, both records will share the updated data.
Dependent Records
Dependent Records duplicate data and are merged into the parent record (in many cases, this is the base record). A metadata architect might use dependent records for something like a Work Title where a unique title needs to be created for each object instead of linking each record to a unique title. Dependent Records can also be used to allow a field to repeat. Dependent records are not displayed in the form selection list in the File | Open Record of Inscribe.
Figure 2: Dependent Record Diagram Main Work Record*Work Title:* Les Demoiselles d'Avignon
Work Title Type: Primary*Work Title:* Young ladies of Avignon
Work Title Type: Title Translation
Controlled Vocabularies
Controlled vocabularies are a special type of independent record. Like independent records, they maintain unique values, but can only contain one field. Like dependent records within Inscribe they do not show up in the File | Open Record menu.
Catalog Template Tools
Add a new template: this will open the Catalog Template Properties page, where you can add a name, description, and reference URL for your collection.
Edit a template: this will open the Catalog Template Properties page, where you can adjust the template name, description, and reference URL.
Delete a template: you must delete all collections that use this template before deleting it.
Import a template: if you have exported a catalog template from Insight Studio, you may later import the associated XML file to the templates list.
Export a template: by selecting a template from the list and clicking this icon, you can export the template's properties to a location on your file server and later use this template in Insight Studio.
View template extended detail: this will open the Catalog Template Summary window, showing detailed information about the selected template.
You may view, edit, export, or delete any template in the list by right-clicking on it. You may add or import a template by right-clicking on the blank area of the Templates panel.