PANDAS Manual

Publisher Supplied Gathering

These instructions describe the process of adding files to PANDORA that have not been gathered using PANDAS. This situation occurs when publishers choose to push files to us rather than let us gather the title, or we are unable to successfully gather a title and the publisher forwards us the files upon request (say via a CD or FTP). Additionally some titles will only be distributed via email as a file attachment. These instructions cover how to add files to PANDAS via WebDav. You can add the files immediately and you can also set a schedule to create an alert that re-archiving is due at intervals (e.g. monthly, quarterly, annual) or on dates that you specify.

The procedure involves creating a 'dummy' instance for the title using the PANDAS gatherer to use to attach the supplied files to. This procedure is the same for publisher-supplied normal and publisher-supplied email gathers. Before gathering a publisher-supplied title you should ensure that the basic management details for the title are up-to-date - that is for example, its Status should be set at "National Preservation" and the Standing should be set at "current". You should also ensure you have ownership of the title.

Publisher Supplied gathering procedures

• Creating a Gathered Instance
• Adding Supplied Files via WebDav
• Displaying and Comparing the Supplied Files on the Title Entry Page

Creating a Gathered Instance

1. Search for the title you wish to gather
2. Click on the title to go to the Title View screen
3. Click on Gather Detailsfrom the Menu Bar. You will be taken to the Edit Gather Settings screen Basic tab window
   
   
4. On the Basic tab window you can specify the URL to gather. This is the starting URL for the gather process. This will default from the Publisher's URL you have already entered when creating the title record (and which provides the link to the publisher's site on the title entry page). It is OK to have an email address in this field if the title is supplied by email.
5. Select the gather Method from the drop-down list. Options are:
   

   Publisher Supplied - normal (For titles that the publisher supplies by FTP, CD or ZIP disk.)
   Publisher Supplied - email (For titles that the publisher supplies by email.)

6. Select the gather Schedule from the drop-down list. If the title is only to be gathered once, select the option Never (i.e. meaning that it will not be scheduled to be regathered.)
7. If you want to request the title to be gathered on specific dates (either instead of or in addition to a gather schedule) enter the date in the Non-Scheduled Dates box and click the Add button. Repeat to set more than one date. These gathe dates can be removed by highlighting the date in the list and clicking the Remove button.
8. Enter a start date for the gather schedule in the boxes labelled Start Date. In this section of the screen you will also find when the title was last gathered and the next scheduled gather date.
9. Click on theSave button.
10. If you want to gather the title straight away (whether it is for a one off gather or if you have set a schedule) click the Gather on save tick box then click Save. This will initiate the gather process when you click the Save button.

Adding Supplied Files via WebDav

The next step after creating the 'dummy' instance is to process the gather and add the files via WebDav.

1. In Process Title go to the File tab.
2. The first step is to create a starting URL for the system so the location of the first file is known. This takes the format of [starting folder]/[first file to be accessed]. For example for an email supplied title this may be c.fong_unsw.edu.au as the folder (no sub-folder applies in this example) and then the file may be TaxPolicyDevelopment-MPMedi-MichaelDirkist.doc. This is input into the Starting URL field as: c.fong_unsw.edu.au/TaxPolicyDevelopment-MPMedi-MichaelDirkist.doc :
   
   
3. Click on the Update button.
4. Copy the WebDav URL displaying in the green area of the screen and paste into My Network Places to enter WebDav (see detailed instructions under Processing Titles).
5. In My Network Places call the toplevel folder a meaningful name and then create a folder to represent the starting folder as described in step 2 above. If the files you are adding reside in sub-folders (sub-directories) of this starting folder create these as well.
6. Copy the file or files you wish to add to the gather and paste them into the appropriate directory in WebDav (these should have been saved locally to your PC first).
7. Return to the Basic tab and press the Archive button.
8. Processing has now been completed for the instance and the files have been gathered. From the Title Selection screen select Modify Display details.
   
   

Displaying and Comparing the Supplied Files on the Title Entry Page

1. From the Edit Title Entry Page screen select Instances, then click on the link to view the archived instance you have created (remembering that there is a delay after processing an instance before you can view it in this screen). The first file you added will now display (this was the one specified in the Starting URL box on the Files tab of the Process Title screen). Using this archived instance URL as a base URL you can now change the file name within the URL string to view any other file you may have added via WebDav (or alternatively you may be able to navigate through the archived title as you normally would). The aim is to check that all files have been archived OK. If there are no issues or copyright statements to add skip step 2.
2. Now select Instances and add issues if applicable by pasting in their corresponding URLs copied from the archived instance you have viewed. Similarly, paste in the URL for the copyright statement if one exists via the Copyright tab.
3. Preview the TEP if necessary and then click on Archive, and again Archive on the next screen.

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Last updated 11 June 2002