Overview

This is a description of the procedure to manually create a batch of Text objects from template in Batch Builder 2 (BB). Use this method when only several Text objects need to be created, processed in Batch Builder (BB) and deposited into the DRS. If you have many (over 10) objects to create, use the procedure to build objects automatically.

Procedure summary:

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

What you need before you start:

• Prepare several text files and put them in a directory of your choice somewhere on local hard disk or network drive.
• Decide what you will use for Owner Supplied Names for your Text objects and the digital files they consist of. For instance, you could use local classification or local accession numbers. Section 3 of this Guide for more information about file and object Owner Supplied Names.

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 "text" 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:
      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 (called "batch template" in BB 1).
   
   1. Select "Object Template" in Project Panel on the left and then enter information in the Content Panel on the right.
   2. Enter Owner Code for objects you will be depositing (use all caps).
   3. Enter Billing Code for objects you will be depositing (use all caps).
   4. Select DRS Access Flag value for objects you will be depositing.
   5. Enter the URN Authority Path for your objects (Look up your Path here if needed: http://nrs.harvard.edu/urn-3:hul.ois:nrsstatusprod) – use all caps.
   6. Enter File URN Resource Name Pattern.
   7. (Optional) Switch to "optional" tab in the Content Panel to enter any additional 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 metadata entered at the object level will override metadata entered at the template level.
      
      
4. Add directories to template.
   
   1. Right click on "Object Template" in the Project Panel on the left and add a directory (The directory name starts with "text" 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 "HIGHUSE" for Usage Class.
   5. Note about Role: For text objects, role at the file directory level is optional. In any case, there is no "deliverable" role at this level and one is not needed since the DRS loader automatically generates a delivery URN for text files.
   6. Go to Project menu in the top menu bar and choose Save to save your project.
      
      
5. Create new object batch.
   
   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 additional optional metadata (for example descriptive metadata, roles or/and relationships that will apply to your object). For more about optional metadata see Sections 9. Adding Relationships, 10. Adding Descriptive Metadata, 11. Adding Supporting Content. Note that metadata entered at the object level will override metadata entered at the template level.
   5. Repeat if you have more than object.
      
      
6. Move/copy files into corresponding file directories on disk (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. Copy the files into corresponding file directories in the object directory.
   2. Repeat if you have more than one object.
      
      
7. Process the batch.
   
   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: …

If you see any error messages, remedy the errors and re-process the batch.