A catalog template with relations will be necessary when fields or a group of fields repeat or contain multiple values. If your metadata is relational or has an infinite number of repeating values, you will need to use a catalog template with relations. Below is an example of relational data.

Note the shaded area in the data containing more than one value: author is Robert Sayer and author is John Bennett. A record with two authors would be represented with the following relations:

The next example represents the case of data containing repeating fields.

Note the shaded areas representing fields that share the same value. The repeating value that is shared by multiple records is represented by one record in a separate table (identified in Insight Studio as a Field Group). The Publisher table on the bottom right would be a Publisher Field Group in Insight Studio.

The user is required to flatten the data into a delimited text format for Insight Studio to import. Below is an example of relational data represented in a flat form:

Note that fields containing more than one value are broken into separate fields within a Field Group. For example, three fields now appear in the Author group: Author, Author2, and Author3. The final record in this data example contains three authors, which are now separated into distinct fields.

General Rules for Field Groups

To help maintain data integrity, as well as ease of use, Insight Studio imposes specific rules on fields and field groups:
– All fields and field groups must have unique names within a catalog template.
– Field groups must have at least one field defined within them.
– Dependent records cannot contain dependent records.
– Vocabularies can only contain one field.

Steps

 

1. After logging into Insight Studio, select the Collection Manager you'd like to use and double-click Manage Catalog Templates. Review the description and click Next to proceed.

2. Click the

   Open

   

   icon in the Templates panel or right-click on the white space of the panel and select Create Template to create a new template. Enter a Template Name, and optionally, a Brief Description and Reference URL. Select [Custom] in the "Base template on" field to create a template from scratch. Select whether or not this template can be used for Personal Collections. Click Next to proceed.

1. Click the

   Open

   

   button to add new fields. Enter a Field Name and choose an appropriate Field Type. Fields that exist at the root of the template will be the fields that belong to the primary record. In the next steps, you will create records that relate to the primary record.

1. To create a new relational record, click the

   Open

   

   button to create a new Field Group. Insight Studio will automatically create a new record type when a Field Group is created. Enter a Field Group Name, choose a Display Layout and select the appropriate Field Group Type (record type). Refer back to the Common Terms section for more details on Field Groups.

Field Group Types

Display Layout Options
Display Field Group Names: Displays the field group name in the descriptive data for Insight
Display Group & Field Names: Displays the field and field group name in the descriptive data for Insight
Display Field Names: Displays only the field name in the descriptive data for Insight
Single – Use Delimiter: Displays repeating field values with a delimiter value (such as a tab or comma)

1. Once you have created a Field Group, click the New Field button to add a new field and enter the field information. To move the new field, select the field and drag it to the location you desire.

Field Types

Insight stores data in two formats: Text and Numeric.
There are five different pre-defined Field Types available to choose from within the General tab, they are:

• Date

• Long Text

• Short Text

• Numeric

• Required

Date, Long Text, Short Text and Required are text fields and can support up to ~4000 characters per value. The Numeric will only accept whole numbers.

Date

Fuzzy Dates – If a field has been defined as a Date field, there are certain requirements of the values that are entered.  Dates may be entered with considerable flexibility of expression.  You may enter specific dates, periods, or date ranges using a variety of forms.
Sample date entries are described below.  If a date entry is not understood, a message will appear that specifies the invalid keyword or syntax.  Then, you need to try again using the examples below as a guide: