Setting up auto collect filters for dissertations and theses collections on ScholarWorks

1. Sign in to scholarworks

2. Click on scholarworks.umass.edu Tools to configure this site

3. Click on ir_series: show 344 ir_series (Might show more series than this)

4. Click on any series that ends in diss or theses (I increased the font size on my browser to make it easier to read.)

5. In the top left hand corner click on Collection

6. Click Create new filter. (There will be a blue bar that lets you know what you are creating the filter for. It will say “Create new filter for Geosciences Department Masters Theses Collection”)

7. Click drop down box under “within publication:”

  • For a dissertation collection:
    • If there is already an Auto Collection set up, make sure it is pulling from Dissertations (open_access_dissertations). If there is not already an Auto Collection set up, create a new filter to pull from this list and label it Auto Collection.
    • Create a second Auto Collection to pull from Doctoral Dissertations 1911-2013 (dissertations_1) and label this Auto Collection2.
    • Create a third Auto Collection to pull from Doctoral Dissertations 2014-current (dissertations_2_ and label this Auto Collection3.
  • For a theses collection:
    • If there is already an Auto Collection set up, make sure it is pulling from Masters theses 1896-2013. If there is not already an Auto Collection set up, create a new filter to pull from this list and label it Auto Collection.
    • Create a second Auto Collection go pull from Masters Theses 2014-current (masters_theses_2) and label this Auto Collection2.

8. Then where it says “Matching all parameters.” Select “Degree program” “is” and choose the appropriate degree program from the drop down box list. NOTE: If the degree program name is missing, select “Degree program [missing]”. This should then show the degree program in the drop down box.

9. Label the filter “Auto Collection”, “Auto Collection1”, or “Auto Collection2” as appropriate (see above).

10. Do a quick double check that you've set up the filter correctly, then click “Save”

11. When it's done saving it will say “NOTE: Filter created.” Click update site on left hand menu.

setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks.txt · Last modified: 2014/02/18 10:26 by kdion
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