diff --git a/docs/find_and_replace_action_webform.md b/docs/find_and_replace_action_webform.md new file mode 100644 index 00000000..d149ba92 --- /dev/null +++ b/docs/find_and_replace_action_webform.md @@ -0,0 +1,120 @@ +--- +title: Using Webform Find and Replace +tags: + - Advanced Batch Find and Replace + - Webform Find and Replace + - Search and Replace +--- + +**Please refer to the main [Find and Replace documentation page](find_and_replace.md) for a general overview of [where to find within your Archipelago](find_and_replace.md#where-to-find), a [general overview of default options](find_and_replace.md#main-page-overview) and [important notes and workflow recommendations](find_and_replace.md#important-notes--workflow-recommendations).** + + +# Using Webform Find and Replace + +Along the top of the main Home page, navigate to Tools (Repository Content Tools) and select 'Advanced Batch Find and Replace' from the drop down menu. + + + ![Advanced Batch Find and Replace](images/AdvancedBatchFAR_2022-12.jpg) + + +## Step 1: Digital Object/Collection Discovery + +Depending on your specific use case, you can utilize the Fulltext search, Facets, or a combination of both to aid in the discovery and selection of the ADOs you wish to perform the Webform Find and Replace action on. + +To use the Fulltext search, type any defining descriptive metadata values (i.e. Title, Date) directly in the search bar and click 'Search'. To narrow down potentially lengthy results, you can utilize the facets by selecting a value beneath an appropriate descriptive metadata source. + + + ![Search and Faceting](images/SearchAndFaceting_WebformFAR_2022-12.jpg) + + +To generate the results (ADOs) of a specific AMI set, you can select the set under the facet 'Ingest Method Service URL' + + ![Faceting via AMI set](images/AMISetFaceting_WebformFAR_2022-12.jpg) + + + +## Step 2: Digital Object/Collection and Webform Find and Replace Action Selection + +To Select the appropriate ADO(s) to undergo the Webform Find and Replace operation, click the toggle next to the individual ADO Title. If you wish to select all of your search results, click the toggle next to 'select/deselect all results'. Once selected, the toggle next to the ADO(s) will be highlighted. + +To see a full list of selected ADO(s) use the dropdown menu labled 'Selected'. It is also recommended that you utilize the 'Raw metadata (JSON)' dropdown to check that that the search and replace values for your selected ADO(s) is accurate. + + ![ADO Selection](images/ADOSelection_WebformFAR_2022-12.jpg) + +Next, select 'Webform find-and-replace Metadata for Archipelago Digital Objects content item' from the Action dropdown menu and click 'apply to selected items'. + + + ![Selection and Action](images/SelectionAndAction_WebformFAR_2022-12.jpg) + + +## Step 3: Webform Find and Replace Action Configuration + +Here you will need to select the configurations to be applied to your chosen ADOs. + +From the dropdown: + +- 1.) Select which Webform you want to use +- 2.) Select which Form element you want to use +- 3.) Select which value to search for in the [chosen form element] JSON key +- 4.) Select which value to replace with in the [chosen form element] JSON key + + + +The screenshot below shows an example configuration for the *type JSON key (media type)* where the type value *Visual Artwork* will be searched for and replaced with type value *Photograph* + + + ![Action Configuration](images/ActionConfiguration_WebformFAR_2022-12.jpg) + +## Simulation Option + +Before selecting 'Apply', there is an option to run a Simulation on your chosen configurations. By selecting this option, you will be able to carry out a simulated patch and preview action results. To run a simulation, tick the box next to 'only simulate and debug affected JSON' and select 'Apply'. + +On the next screen, you will see a list of your selected items with an option to 'execute action' or 'cancel'. Select, 'execute action'. + +Once executed, you will receive a notification displaying the results of your simulated processing and whether or not the patch rendered a match for modification. + + **Example of Match** + ![Simulation Processing](images/SimulationProcessing_WebformFAR_2022-12.jpg) + + **Example of No Match** + ![Simulation No Match](images/SimulationNoMatch_WebformFAR_2022-12.jpg) + +## Step 4: Execute Webform Find and Replace (Non-simulation) + +To execute the Webform Find and Replace you will need to follow steps 2 and 3 once more except this time you will leave the simulate option unticked at the end of step 3. Now select, 'Apply'. + +On the next screen, select 'execute action'. + +Once the action is finished processing you will receive a notification displaying that your ADO revision persisted to the Filesystem and was successfully patched. + + ![ADO Patch Notification](images/ADOpatchNotification_WebformFAR_2022-12.jpg) + +## Step 5: Revisions + +How to check your changes: + +Navigate to the ADO you just performed the Webform Find and Replace on and select the 'Revisions' tab. + + ![Revision Navigation](images/RevisionNavigation_WebformFAR_2022-12.jpg) + +*Language from form itself:* + +*Revisions allow you to track differences between multiple versions of your content, and revert to older versions.* + +The current revision will always be at the top of the list. + + ![Revision Report](images/RevisionReport_WebformFAR_2022-12.jpg) + + +___ +Thank you for reading! Please contact us on our [Archipelago Commons Google Group](https://groups.google.com/forum/#!forum/archipelago-commons) with any questions or feedback. + +Return to the [Archipelago Documentation main page](index.md). + + + + + + + + diff --git a/docs/images/ADOSelection_WebformFAR_2022-12.jpg b/docs/images/ADOSelection_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..b883e5e7 Binary files /dev/null and b/docs/images/ADOSelection_WebformFAR_2022-12.jpg differ diff --git a/docs/images/ADOpatchNotification_WebformFAR_2022-12.jpg b/docs/images/ADOpatchNotification_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..91c24515 Binary files /dev/null and b/docs/images/ADOpatchNotification_WebformFAR_2022-12.jpg differ diff --git a/docs/images/AMISetFaceting_WebformFAR_2022-12.jpg b/docs/images/AMISetFaceting_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..78c246c9 Binary files /dev/null and b/docs/images/AMISetFaceting_WebformFAR_2022-12.jpg differ diff --git a/docs/images/ActionConfiguration_WebformFAR_2022-12.jpg b/docs/images/ActionConfiguration_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..4cfa2308 Binary files /dev/null and b/docs/images/ActionConfiguration_WebformFAR_2022-12.jpg differ diff --git a/docs/images/AdvancedBatchFAR_2022-12.jpg b/docs/images/AdvancedBatchFAR_2022-12.jpg new file mode 100644 index 00000000..b41b0f59 Binary files /dev/null and b/docs/images/AdvancedBatchFAR_2022-12.jpg differ diff --git a/docs/images/RevisionNavigation_WebformFAR_2022-12.jpg b/docs/images/RevisionNavigation_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..3ecfcdd8 Binary files /dev/null and b/docs/images/RevisionNavigation_WebformFAR_2022-12.jpg differ diff --git a/docs/images/RevisionReport_WebformFAR_2022-12.jpg b/docs/images/RevisionReport_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..76a53140 Binary files /dev/null and b/docs/images/RevisionReport_WebformFAR_2022-12.jpg differ diff --git a/docs/images/Revisions_WebformFAR_2022-12.jpg b/docs/images/Revisions_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..4a695794 Binary files /dev/null and b/docs/images/Revisions_WebformFAR_2022-12.jpg differ diff --git a/docs/images/SearchAndFaceting_WebformFAR_2022-12.jpg b/docs/images/SearchAndFaceting_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..4ae27252 Binary files /dev/null and b/docs/images/SearchAndFaceting_WebformFAR_2022-12.jpg differ diff --git a/docs/images/SelectionAndAction_WebformFAR_2022-12.jpg b/docs/images/SelectionAndAction_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..39f4dd49 Binary files /dev/null and b/docs/images/SelectionAndAction_WebformFAR_2022-12.jpg differ diff --git a/docs/images/SimulationNoMatch_WebformFAR_2022-12.jpg b/docs/images/SimulationNoMatch_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..92b50d52 Binary files /dev/null and b/docs/images/SimulationNoMatch_WebformFAR_2022-12.jpg differ diff --git a/docs/images/SimulationProcessing_WebformFAR_2022-12.jpg b/docs/images/SimulationProcessing_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..20df864d Binary files /dev/null and b/docs/images/SimulationProcessing_WebformFAR_2022-12.jpg differ diff --git a/docs/images/Simulation_WebformFAR_2022-12.jpg b/docs/images/Simulation_WebformFAR_2022-12.jpg new file mode 100644 index 00000000..f4d495a5 Binary files /dev/null and b/docs/images/Simulation_WebformFAR_2022-12.jpg differ diff --git a/docs/images/WebformFARConfiguration_2022-12.jpg b/docs/images/WebformFARConfiguration_2022-12.jpg new file mode 100644 index 00000000..de7aaf30 Binary files /dev/null and b/docs/images/WebformFARConfiguration_2022-12.jpg differ