Curatorial work

Browse groups and categories

Collection review

Data mapping review

Syncing curatorial settings across environments

Curatorial settings should be applied in the development environment, tested, then applied in the user acceptance testing environment. Once the user acceptance testing environment is configured correctly, the curator settings can be exported and imported into the production environment. Some curatorial work will require different settings in the development environment (e.g. enabling display on some facets that should not be displayed in production). For that reason, settings cannot be exported from development and imported to the user acceptance testing and production environments. The purpose of each DLME environment is documented here.

Much of the curatorial work will be done using bulk tags. For example, a curator might filter records using a combination of facets and keyword searches, then apply bulk tags to all of those records. This will create a stable set of records that can be used to build a browse category without concern that adding new records will inadvertently change the browse category. The work flow for adding bulk tags should be applied as follows:

1. [dev] Filter records as desired and apply bulk tags in the dev environment.
2. [dev] Manually inspect the records with the applied bulk tag and untag any records that should not be included (e.g. if the search results returned a non-relevant record.
3. [dev] Export all records from the dev environment by selecting 'Download csv'.
4. [prod] Delete all bulk tags in prod Caution, never delete bulk tags from dev! Make sure you are in prod. This step is important since importing tags from dev will not remove a tag from any resource in prod.
5. [prod] Import into prod the csv file you exported from dev in step 3.