Edit Dashboard

The default Dashboard interface (also labeled “Search” in the tools) has a number of features to identify specific sub-sets of records. In particular, there are a number of filters on the left side of the screen.

General Notes

• Records that display are based on an individual editor’s permissions

• Filters only show up when there are at least two options (e.g., “collection” won’t display if an editor only has access to edit one collection)

Tool Uses

• Some filters are useful for quality control, e.g.:

  • hidden records (in a collection that should be visible)

  • incomplete records

  • invalid dates

  • records without place names / place boxes / place points (that should have them) or vice versa

• Sorting can also be relevant, especially sorting by creation date, e.g.:

  • sort serials to see if the dates in main titles match the order

  • for publications that have a name change (e.g., NTSU vs. UNT), verify whether items at the beginning/end of the list fall in the range

Quality Control Example

Here are some examples of what to check specifically from the Dashboard:

• Are all records visible (or the number expected)?

• Visible records are complete

• The numbers for collection/institution seem correct

• Collection usage is correct (especially if some/all items should be in multiple collections)

• Dates for visible records are valid

• Resource types match expectations

Special Features

• The menu to the right of the search bar lets editors sort by title, dates, ARKs, or completeness

• Below the search box, there are buttons to change the way records are displayed; each display shows a different number of records per page and can make it easier to see different kinds of information

• Any filters that have more than 7 options include a “view more” link at the bottom of the filter box that opens a search interface to see all possible list items

• An icon next to each item ARK on the Dashboard lets editors copy the “title, ARK” value, which can be pasted directly into the relation field of a related item

• When viewing reocrds in the “brief” view, there are icons below the page links (upper-right above the record titles) to download a .csv file of information for the 99 items on that page; either the ARKS or the information that is displayed in the list view (title, metaid, type, system, collection, institution, modification date, and accession date)

Tool Limitations

• Filters show records that have invalid/misisng values but do not provide information about what is wrong without looking at individual records