Overview

This is a description of the procedure to manually create a batch of opaque container objects from template in Batch Builder 2 (BB). This method should be used if you have less than 5 objects per batch.

Procedure summary:

1. Create a new project
2. Enter DRS deposit settings
3. Create object template
4. Add directories to template
5. Add metadata
6. Save your work
7. Create a new object batch
8. Move/copy files into corresponding directories on disk

9. Process the batch

What you need before you start:

• Prepare several opaque container object zip files and put them in a directory of your choice somewhere on local hard disk or network drive. Consult DRS2 Content Models Reference for guidelines on creating opaque container objects.

• Decide what you will use for Owner Supplied Names (OSNs) for opaque container objects. For instance, you could use local classification or local accession numbers. Consult Naming rules for files, objects and directories for more information.

Procedure:

1. Create a new project.
   
   1. Open BB by double clicking on the executable.
   2. From the Project menu select New.
   3. In the dialog enter Project Name (used for internal tracking); select the directory on disk in which the project will be saved (click the ellipsis button to browse to it on disk); select Content Model "opaque container" from the dropdown; click OK to continue.
      
      
2. Enter DRS deposit settings.
   
   1. Click on "Deposit Settings" in Project Panel tree.
   2. Enter deposit data in the form:
   3. Batch Name Pattern: default - {owner}{batchDir}{yyyy}{mo}{dd}_{hh24}{mm}{ss}
      (This is the name for a batch that appears on DRS deposit reports. Batch name must be at least 3 characters long.)
      
      Success Email: type email and press enter. 
      Failure Email: type email and press enter.
      Success Method: choose how you will receive load report.
      Deposit Agent: type your HUID.
      Deposit Agent Email: type your official Harvard email address.
      
      
3. Create object template
   
   1. Select "Object Template" in Project Panel on the left and then enter information in the Content Panel on the right.
   2. Enter DRS Owner Code for objects you will be depositing (use all caps).
   3. Enter DRS Billing Code for objects you will be depositing (use all caps).
   4. Select DRS Access Flag value for objects you will be depositing.
   5. (Optional) Switch to "optional" tab in the Content Panel to enter any optional metadata (for example descriptive metadata, roles or/and relationships that will apply to your objects). For more about optional metadata see Sections 9. Adding Relationships, 10. Adding Descriptive Metadata, 11. Adding Supporting Content.
      
      
4. Add directories to template.
   
   Container directory
   
   1. Right click on "Object Template" in the Project Panel on the left and add a directory (The directory name starts with "container" but you can append a custom suffix).
   2. In the Project Panel on the left select the directory you just created.
   3. In the Content Panel on the right, choose "yes" from the dropdown list for the field "First Generation in DRS".
   4. Choose "LOWUSE" for Usage Class.

  Documentation directory (optional)

1. 1. Right click on "Object Template" in the Project Panel on the left and add a directory (The directory name starts with "documentation" but you can append a custom suffix).
   2. In the Project Panel on the left select the directory you just created.
   3. In the Content Panel on the right, choose "yes" from the dropdown list for the field "First Generation in DRS".
   4. Choose "LOWUSE" for Usage Class.
   
   Go to Project menu in the top menu bar and choose Save to save your project.

5.  Save your work: Project > Save on main menu.

6.  Create a new object batch.

1. 1. From the Batch menu select "New"; enter the name of the new batch directory to be created on disk and click OK. A new batch icon will be added to the Project Panel on the left (icon with red letter B).
   2. From the Object menu select New; leave Content Model at default (FROM TEMPLATE) and enter the name of the object (Object Owner Supplied Name). Click OK.
   3. Click on the "+" next to the Batch icon to expand it – it will show the icon for the new object.
   4. (Optional) Select the object icon of your new object in the Project Panel and switch to "optional" tab in the Content Panel to enter any optional metadata (for example descriptive metadata, roles or/and relationships that will apply to your objects). For more about optional metadata see sections 9. Adding Relationships, 10. Adding Descriptive Metadata, 11. Adding Supporting Content. Note that any metadata entered at the object level will override metadata entered at the template level.
   5. Repeat b-d if you have more than object.

7.  Move/copy zip files into corresponding file directories on disk. 

(Can be done outside Batch Builder)

The directory structure on disk is the same as what you see in the Project Panel in Batch Builder if you expand the batch icon. If you need to check where on disk Batch Builder built the directory structure, click on Deposit Settings in the Project Panel on the left and look at the Project Path field at the bottom of the Content Panel on the right.

1. 1. Copy the zip files into the corresponding container directory in the object directory.
   2. Repeat if you have more than one object.

8.  Process the batch.

1. 1. In the Project Panel on the left right-click on the batch you want to process (batch icon with a red letter B) and select "Create descriptors and batch.xml."
   2. Builder will start processing the batch.
   3. When the batch is successfully processed you will see the following message: FINISHED - Creation of batch.xml and descriptors complete for batch: …