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setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks [2014/02/18 15:06]
kdion
setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks [2019/01/07 17:20]
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-====== Setting up auto collect filters for dissertations and theses collections on ScholarWorks ====== 
  
-1. Sign in to scholarworks 
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-2. Click on scholarworks.umass.edu ​ Tools to configure this site 
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-3. Click on ir_series: show 344 ir_series ​ (Might show more series than this) 
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-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.) 
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-5. In the top left hand corner click on Collection 
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-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"​) 
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-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.  ​ 
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-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]"​ 
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-9. Label the filter "Auto Collection",​ "Auto Collection1",​ or "Auto Collection2"​ as appropriate (see above). 
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-10. Do a quick double check that you've set up the filter correctly, then click "​Save"​ 
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-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: 2019/01/07 17:20 (external edit)
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