OHRM RIF-CS export functionality - GoogleCode

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The University of Melbourne

eScholarship Rese
arch Centre

OHRM

RIF
-
CS export functionality

5 March 2012


Product description

The OHRM
1

(Online Heritage Resource Manager)
is a software tool for describing
and managing research data collections, particularly at the University of Melbourne.


The functionality descr
ibed in this documentation enables existing OHRM users to
export information about their research data collections in a format compliant with the
RIF
-
CS metadata standard
2
.

This functionality is of particular relevance for OHRM
users wanting to publish inf
ormation to the University of Melbourne Research Data
Registry
3
, or directly to Research Data Australia
4
.


Acknowledgement

This
functionality was developed with support from

the Australian National Data
Service (ANDS). ANDS is supported by the Australian
Government through the
National Collaborative Research Infrastructure Strategy Program and the Education
Investment Fund (EIF) Super Science Initiative.


User guide

This guide is for OHRM users and administrators who would like to export OHRM
data conforma
nt to the RIF
-
CS metadata standard. This functionality is of particular
relevance
for

publish
ing

information to the University of Melbourne’s Research Data
Registry, and/or to Research Data Australia. These instructions assume the RIF
-
CS
export functionali
ty has been installed
in the target

OHRM.

For instructions on
installing the functionality to an OHRM, please refer to the System Administrator’s
Manual section of this document.





1

http://www.esrc.unimelb.edu.au/ohrm/index.html

2

www.ands.org.au/resource/rif
-
cs.htm
l


3

https://rdr.unimelb.edu.au/vivo/


4

http://services.ands.org.au/home/orca/rda/


1)

From the “main menu” form, click “HTML Console” button


2)

In “HTML console” f
orm, click “Export
-
PostgreSQL and/or XML”
button

3)

From the pop
-
up window, select either “RIF
-
CS Export” or “RIF
-
CS Upload”.



RIF
-
CS Export option

The RIF
-
CS export option generates and saves a RIF
-
CS XML file to a
location you specify.


RIF
-
CS Upload

Th
e RIF
-
CS Upload option generates a RIF
-
CS XML file and copies it via
Secure Copy Protocol (SCP) to a central location for upload into the
University Research Data Registry. This requires an additional set up
process to be completed before this functionalit
y is operational. Please
refer to the System Administrator Manual (below) or speak to your OHRM
administrator for more information.


Export Setting

The export settings option can be used to change the style sheets used to
process the exported XML. Please
refer to the System Administrator
Manual (below) for more information.

System administrator manual: Adding RIF
-
CS export
functionality to an existing OHRM

To add the RIF
-
CS export functionality to an existing OHRM you will need to add new
tables, forms
and a new module to the OHRM, and reference two provided XSLT
files. These are available
to download
from
:
http://code.google.com/p/ohrm
-
additional
-
functionality/




Please ensure the

OHRM is closed before you start. These instructions assume MS
Access 2003, and may require some variation if you are using a different version of
MS Access.


1)

Adding the additional MS Access files and enable XML module



Download and unzip the “OHRM
-
RIFCS
-
ex
port
-
functionality.zip” file
under the target OHRM’s data directory



Open the “Export
-
formtablemodule.mdb” in the vbCode directory
which contains the export functionality



Open the target OHRM you are adding the RIF
-
CS export
functionality to



Add the additi
onal Tables (“rifcs” and “rifcProperties”), Forms
(“frmExportDb” (replace existing form) and “frmExportrifcsSettings”)
and Module (“mdlRIFCSExport”)

from the

Export
-
formtablemodule.mdb
” to the target OHRM



Close the “
Export
-
formtablemodule.mdb
”. The

vbCode

directory

can
now be deleted.



The “rifcsExport” directory should now be
moved into the target
OHRM’s data

directory
.


The Microsoft XML engine must be enabled for the export functionality to
work. Go to Modules (View, Database Objects, Modules) and open a
ny
module. Open the Tools menu and select References. Ensure the following
options are selected:



Visual Basic For Applications



Microsoft Access 12.0 Object Library



OLE Automation



Microsoft DAO 3.6 Object Library



Microsoft XML, v6.0



Windows Script Host Obje
ct Model


2)

Map OHRM entities to RIF
-
CS elements



Open the mapping table

by opening the View menu, and selecting
“Database Objects” and “Tables”. Open the “rifcs” table



Update the values in the OHRM_COLUMN_Value column to match
the corresponding RIF
-
CS entit
y and relationship types in the
corresponding RIFCS_Entity and RIFCS_Relationship columns



The mapping table elements are case sensitive



If you require assistance with this mapping process, please contact
the ESRC, or refer to the RIF
-
CS documentation:
http://ands.org.au/resource/rif
-
cs.html



3)

Reference mapping files



F
rom the
OHRM
HTML Console click the “Export
-
PostgreSQL and/or
XML” button.



Click the “Export Setting” button.



Add the file names
for

t
he XSLT files

contained in the “
rifcsExport

directory that will be used for the RIF
-
CS export functionality.
Default files are provided.



Additional (custom) XSLT files can be added if required. Each
specified XSLT file will be processed in descending or
der.


4)

Set up Secure Copy Transfer to the University Research Data
Registry (optional)

To enable Secure Copy Transfer for metadata to be copied for upload to the
University Research Data Registry, you must first contact the Registry
administrator to request

permission. Once permission has been granted, the
OHRM needs to be configured to enable metadata transfer. A software
application called puttygen.exe has been included in the “..
\
rifcsExport
\
winCP”
directory. For instructions on how to use the application
, please refer to the
application itself. Basic instructions are as follows:



Create an RSA key pair by opening the puttygen.exe application in the
wincp directory (Open the application, press the generate button, and
move your mouse around while the key is

being generated as
instructed). Save the private key as rsa
-
key
-
ohrm.ppk under the auth
directory. Copy the text in the public key window, save this text in a text
file and send it to the Data Capture infrastructure system administrator.



The batch file t
ransfer_rifcs.bat will need to be updated as per the
instructions in the batch file itself


refer to the “Per
-
deployment
configurations” section for details.



The batch file should now be run to set up the transfer of the metadata
to the central location.


The OHRM RIF
-
CS export functionality should now be installed, and the end
-
user should be able to trigger export of metadata to the central directory
location allocated to the research centre by using the OHRM user interface
(see the User Guide section of

this document for more information).


More information

For more information concerning this
functionality
, please contact the University
Library’s eScholarship Research Centre
(
http://www
.esrc.unimelb.edu.au/about/inquiries.html
)
.