Editing relationship metadata (Web Admin)

Owned by Julie Wetherill
Last updated: Jun 22, 2017 by Vitaly Zakuta

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Overview

Relationships between files and objects can be automatically determined during batch processing or explicitly set by a user in Batch Builder or in Web Admin. When relationships exist, most will display in the Relationships tab for the file or object that is the source of the relationship. The relationships will not display in the Relationships tab for an object or file that is the target of the relationships. This section describes how to add or delete relationship metadata in Web Admin.

Which relationships display under the Relationships tab?
Typically, derivative relationships (e.g., HAS_SOURCE) and associative relationships (e.g., HAS_TARGET, HAS_DOCUMENTATION) explicitly display under the Relationships tab. Structural relationships, such as relating a component file to a target object (e.g., IS_PART_OF), are implicitly represented in object and file displays and do not appear in the Relationships tab.

Adding a Relationship

The type of relationship you can add will vary by content model and also within content model, by level (file-to-file, file-to-object, object-to-object). The Web Admin +add relationships feature will limit you to relationships that are valid for the content model and level in which you are working. You can only add relationships from the file or object which is the source of the relationship. For a complete list of relationships you can add (by content model), see the Adding Relationships chapter in the Batch Builder User Guide.

When using Web Admin, you are always establishing a relationship between objects or files that are already stored in the DRS. To add a relationship, you would need to open the source item and create a relationship to a target item. For example, to relate an image file to a color profile object, you would create the relationship from image file metadata. 

To establish a relationship, you will need the DRS ID of the target item. If the target is an object, you can also use its object persistent ID or owner supplied name.

  1. Display the summary page for the object or file which is the source of the relationship you need to create and select the Relationships tab (on the left).

  2. Click + add relationships to open a relationships pop-up window.

  3. Locate the appropriate relationship and input the identifier of the target item. If you are entering a value other than DRS ID, select type of identifier from the pull down list



    Optionally, you can click the nearby "i" icon to expose summary metadata for the target object or file associated with the identifier you just entered. This information can help you verify the relationship will point to the correct target.

  4. Click the Add button to add the relationship. The pop-up window will close.

  5. Back on the Relationship tab, click the save changes button to commit this change.

Updating and deleting a relationship

It is not possible to update an existing relationship in place, but you can delete a relationship and add a new one.  As with adding relationships, you need to start this procedure from the source object or file.  For example, if you want to delete the relationship between an image file and color profile object, you would initiate the action from image file metadata.

To delete a relationship:

  1. Display the summary page for the object or file which is the source of the relationship and select the Relationships tab (on the left).
  2. Locate the relationship and click the "x delete" button.  This action crosses out the owner supplied name of the target, indicating that the relationship is marked for deletion.
    The relationship is not deleted yet.  To reverse the action, click "x delete" again and the delete request will be cancelled.   
  3.  Click the save changes button to commit the deletion.

Bulk adding relationships between existing objects and/or files

Relationships between existing objects and files can be added using the "Bulk Add Relationships" function available from the Bulk Operations screen. Any valid relationship can be added. To see the list of valid relationships for each content model see https://harvardwiki.atlassian.net/wiki/x/5KSUAg.

To add relationships in bulk:

  • Choose the Bulk Operations menu item from Bulk Processing tab:

  • Create a CSV file:

    • The CSV file should consist of three columns with no header row.

      • column 1: DRS ID for the source
      • column 2: Type of relationship to add
      • column 3: DRS ID for the target
  • Browse to the CSV file on your computer from the Upload a CSV File dialog and then click Upload.
  • After the uploaded CSV file is processed, you will receive a "Bulk Load Report" email that provides a summary and a CSV attachment that indicates the success or failure for each transaction.

  • Please be aware of these guidelines:

    • To perform this operation, you need the metadata_editor role for the owner code of the objects/files listed in the CSV.
    • WebAdmin does not support bulk removal of relationships or update of existing relationships
    • There is no "undo" once the CSV file is submitted.
    • CSV files are limited to no more than 500 rows.

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