Metadata filter creation

The creation of a metadata filter can be accessed from the main screen of ‘Ingestion Controls’, by means of the link Create a new import filter.

In order to create an import filter, we must fill out the information related to name, description, status (active / inactive) and the mandate to request a metadata file pattern from the user.

In the Filter files section, we must include all the files needed for the correct execution of the metadata filter. LIBSAFE lets us do that by a convenient drag & drop system, whereby we will only have to drag and drop the necessary files, or by the link Drag files or select them here, where a Windows file selection window will open.

Note: there is a limit as for the number of files and the total size of the same that may be added simultaneously when we create a metadata filter. LIBSAFE will consult the server’s internal configuration and apply set guidelines. It will be the system administrators’ responsibility to configure said server parameters (in the example of the figure below, LIBSAFE is limited to 20 files and a maximum file size of 128 MB).

The added files are listed as shown in the following figure. We can remove from the list any file that has been added, but later deemed not needed. It is possible to add a description for every file.

In case the ingestion control has more than one file, we will have to select which one will be the main or executable file for the ingestion control. LIBSAFE, by default, will select the first file to be added.

If the metadata filter includes an XSLT or XML file for the parsing of the descriptors, we must select the XSLT/XML check related to the corresponding file.

Next, the metadata filter parameters are configured, if needed. By means of the link Add in the Metadata filter parameters section, we will see a form with the information needed to be filled out, such as:

• Description: a brief description of the parameter, syntax, possible values, etc.

• Type of parameter: as previously explained, on creating a preservation plan, the value entered for the parameter will be validated when a metadata filter is associated. Besides, if the type of data selected is numeric, we shall be able to assign the parameter value to a range and to specify said range.

• Recommended Value: we can indicate a value in order to facilitate the configuration of the metadata filter later on. This value will be modifiable when we apply a metadata filter to a preservation plan.

• Default value: in case a metadata filter will always need a value for the parameter, but there are situations where due to either the functionality of the metadata filter or because the user should not be forced to enter the value, this field can be filled with the value applied if the parameter value is left blank when configuring a metadata filter in a preservation plan.

• Mandatory: it is a check indicating whether it is mandatory to put a value to the metadata filter parameter or not.

Note: Metadata filters will admit the configuration of up to five parameters.