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setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks [2015/05/13 14:36]
setting_up_auto_collect_filters_for_dissertations_and_theses_collections_on_scholarworks [2019/01/07 12:20] (current)
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 +====== 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.
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