Initial training for web applications

Web apps training

Goals: Review initial web application or two with Kelly, Orlando and Lisa.  Some review of CSpace Inventory/Movement (Location) data, but we'll have other opportunities to do general training in the CSpace user interface.  We will also have other opportunities to train you on using these inventory/move applications.

1. Storage Locations

  • Modeling decisions we made to merge FM Pro main and sub locations into one Storage Location vocabulary. We made some decisions about the terms, but did not do cleanup.
  • We added a Crate location vocabulary to accommodate the packing and packaging process.
  • This was based on similarities we saw with PAHMA, both for how they would use CSpace and for what they needed to accomplish with the move.
  • What this looks like in CollectionSpace
  • https://bampfa-dev.cspace.berkeley.edu
  • Show different Storage Location vocabularies
  • Search for Local Storage Locations - This same list will be available in the web apps. Do not bother to go into Storage Location record editor at this time (no added value yet).
  • Search for Crates

2. Inventory/Movement records

  • What we imported into CollectionSpace
  • Search Cataloging for "1994.15"
  • Review Collection Item, including Current Storage Location
  • Go to Inventory/Movement tab
  • Review two records
  • (Have FileMaker record open too.)
  • If there's time, add a new Inventory/Movement record for 1994.15, moving it to "Registration, A Wall White Cabinet Drawer 01" both to demonstrate how to do this and so it will show up in Systematic Inventory.

3. The web apps

  • https://dev.cspace.berkeley.edu/cgi-bin/cswaMainNV.py
  • What databases they connect to (dev vs prod)
  • How to log in to them (Inventory and then your CollectionSpace credentials)
  • Systematic Inventory
  • Review interface
  • Emphasize that search is by range of locations, not a fromlocation-to-tolocation move
  • This application used just to inventory items, confirm their current location, or indicate that they were not found where expected in the database (which puts them in a location called "Not Located"). (Moving is a different web application.)
  • Search for "Registration, A Wall White Cabinet Drawer 01" to "Registration, A Wall White Cabinet Drawer 05" - range of locations based on alphabetical sort!
  • Select reason and handler
  • Click Search
  • Get list of locations
  • Click Enumerate Objects to get objects in those locations (review interface, noting the ID Number is a link back to CSpace)
  • Workflow: Do you print these lists out and mark them up (bringing hard copy back to computer for data entry later), or do you use this app in the storage locations directly?
  • Now, just search for "Registration, A Wall White Cabinet Drawer 01" to "Registration, A Wall White Cabinet Drawer 01"
  • (Save the other locations in the former range for people to test with.)
  • If object is in the location, keep "Found" radiobutton checked.  If not located, select "Not Found".  Add a note if you like.
  • Demo this, marking one as Not Found.
  • Clicking Update Locations will add a new Inventory/Movement record for that location, with today's date as the Inventory/Movement Date.
  • Go back to CSpace and look at one of the Found objects and one Not Found object.
  • Workflow: What to do with the "Not Located" items?