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Customizing Metadata

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Justin Coyne edited this page Nov 9, 2016 · 51 revisions

Note

Please note that this documentation applies to Sufia 7.

Table of Contents

Generate a model

We'll begin by generating a work-type for Sufia to use. We'll call our work type GenericWork although you could use any name you choose (e.g. Image, ETD, etc). The first step is to run this generator:

$ bin/rails generate sufia:work GenericWork

This will generate a number of files into your application. Now we can customize these files.

Customize the displayed labels

One file that is generated is the English locale file for the work type. For GenericWork this is located in config/locales/generic_work.en.yml. You can copy this file, change the en key to another locale, and translate the included keys to provide internationalization. You may edit the values in the English locale to change what is displayed by default.

Override the GenericWork model

The GenericWork class is generated with some default metadata, but we want to update it with our own metadata.

# app/models/generic_work.rb
class GenericWork < ActiveFedora::Base
  include ::CurationConcerns::WorkBehavior
  include ::CurationConcerns::BasicMetadata
  include Sufia::WorkBehavior
  self.human_readable_type = 'Work'
end

Add the property

We'll add a select box of university departments, and make it a non-repeatable field. Add the property declaration into the GenericWork class (and pass a block to make sure the property is indexed in Solr):

  property :department, predicate: ::RDF::URI.new("http://lib.my.edu/departments"), multiple: false do |index|
    index.as :stored_searchable, :facetable
  end

If you'd like the field to be repeatable your block should look like this:

  property :department, predicate: ::RDF::URI.new("http://lib.my.edu/departments") do |index|
    index.as :stored_searchable, :facetable
  end

When you're done the file should look like this:

class GenericWork < ActiveFedora::Base
  include ::CurationConcerns::WorkBehavior
  include ::CurationConcerns::BasicMetadata
  include Sufia::WorkBehavior
  self.human_readable_type = 'Work'

  property :department, predicate: ::RDF::URI.new("http://lib.my.edu/departments"), multiple: false do |index|
    index.as :stored_searchable, :facetable
  end
end

Create a vocabulary

## config/authorities/departments.yml
terms:
  - id: English
    term: English
  - id: History
    term: History
  - id: Latin
    term: Latin
  - id: Zoology
    term: Zoology

Create a service to load the vocabulary

# services/departments_service.rb
module DepartmentsService
  mattr_accessor :authority
  self.authority = Qa::Authorities::Local.subauthority_for('departments')

  def self.select_all_options
    authority.all.map do |element|
      [element[:label], element[:id]]
    end
  end

  def self.label(id)
    authority.find(id).fetch('term')
  end
end

Create a view to display your field

# records/edit_fields/_department.html.erb
<%= f.input :department, as: :select,
    collection: DepartmentsService.select_all_options,
    include_blank: true,
    item_helper: method(:include_current_value),
    input_html: { class: 'form-control' }
%>

Update the form so that your new field will display

# forms/curation_concerns/generic_work_form.rb
module CurationConcerns
  class GenericWorkForm < Sufia::Forms::WorkForm
    self.model_class = ::GenericWork
    self.terms += [:department]
  end
end

If you would like to make your new field required

# forms/curation_concerns/generic_work_form.rb
module CurationConcerns
  class GenericWorkForm < Sufia::Forms::WorkForm
    self.model_class = ::GenericWork
    self.terms += [:department]
    # Add following line if you'd like to make your field required
    self.required_fields += [:department]
  end
end

Making a default Sufia field non-repeatable

By default all fields in Sufia are repeatable. If you'd like to change this behavior for a field that Sufia provides out of the box, the title field in this case, you can do the following:

# forms/curation_concerns/generic_work_form.rb
module CurationConcerns
  class GenericWorkForm < Sufia::Forms::WorkForm
    self.model_class = ::GenericWork
		
    def self.multiple?(field)
      if field.to_sym == :title
        false
      else
        super
      end
    end
		
    # cast title back to multivalued so it will actually deposit
    def self.model_attributes(_)
      attrs = super
      attrs[:title] = Array(attrs[:title]) if attrs[:title]
      attrs
    end
  end
end

Retrieve the field for search results display

Inside app/controllers/catalog_controller.rb, add the following:

config.add_show_field solr_name("department", :stored_searchable), label: "Department"

Adjustments to display the field in work display

Add the field to app/models/solr_document.rb

def department
  self[Solrizer.solr_name('department')]
end

Add the field to app/presenters/sufia/work_show_presenter.rb

delegate :department, to: :solr_document

Add the field to app/views/curation_concerns/base/_attribute_rows.html.erb

<%= presenter.attribute_to_html(:department) %>

Labels and help text

TBD

Creating a Default Deposit Agreement

By default, Sufia will ask you to accept a deposit agreement each time you upload a file. You can make this implicit by having a passive agreement instead. To do this, change the app/config/initializers/sufia.rb to:

  config.active_deposit_agreement_acceptance = false

Create custom translations in your sufia.en.yml locales file:

en:
  sufia:
    passive_consent_to_agreement: "By clicking the Save button, I am agreeing to etc..."
    deposit_agreement: "Institutional Agreement"

Lastly, create your own app/views/static/agreement.html.erb page with the content of your deposit agreement.

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