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    Rosetta
    Ex Libris Knowledge Center

    Administrative Structure

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    Configuring a Consortium

    If your organization is using the consortial capabilities of Rosetta, your Administrator will set up the individual institutions and make any edits to the consortium properties. This work begins on the List of Institutions page. To access the page, from the Administration Home page, click Advanced Configuration, then the Administrative Structure heading. This opens the List of Institutions page.
    rcCnsrtInstListPage.gif
    List of Institutions for Consortium
    The name and description fields of the consortium are editable and any institutions that have been added to the consortium are listed on the lower part of the page.

    Updating a Consortium

    Administrators can change the properties of their existing consortium, such as changing the consortium’s name and description.
    To update a consortium:
    1. From the Advanced Configuration home page, click Advanced Configuration, then the Administrative Structure heading. The List of Institutions page opens.
    2. In the Consortium information pane, modify the fields that you want to update.
    3. Click Save.
    The updated consortium is saved in the Rosetta system.

    Configuring Institutions Within a Consortium

    Administrators work with a consortium’s institutions using the Institutions List page. The following actions can be performed on this page:

    Viewing Institutions Within a Consortium

    Administrators can view institutions within a consortium.
    To view institutions within a consortium:
    1. Access the List of Institutions page from the Administrative Home page: click Advanced Configuration > Administrative Structure.
    2. The List of Institutions page opens.

    rcCnsrtInstListPage00001.gif

    Institution List Page

    Adding a New Institution

    Administrators can add a new institution to a consortium. New institutions copy the settings of the first institution configured for this consortium. Settings can be edited after the new institution has been saved.
    To add an institution:
    1. Open the List of Institutions page by clicking Advanced Configuration > Administrative Structure from the Administration Home page.
    2. Click the Create new Institution button. The institution information form opens.
    rcCnsrtInstInfo.gif
    Institution Information Form/List of Departments
    1. Enter information in the Code, Name, and Description fields.

    The code is any alphanumeric combination (but cannot start with a number) that has meaning within the context of your institution. It will also be used for identification purposes within the Rosetta system.

    1. Select a Base institution from the drop-down list of existing institutions.

    The base institution determines default settings for institution-level items like metadata profiles, SIP processing rules, and SIP routing rules.

    1. Click Create New Department.

    Every institution must create at least one department before it can be saved to the database and included as a member of the consortium.

    A new department form opens in a light box over the page.

    rcCnsrtCrtNewDept.gif

    New Department Form
    1. Enter a Code, Name, and Description for the department and click Add.
      The department information displays on the Department List section of the List of Departments page.
    2. Add as many departments as you need for your institution.
    3. Click Save.

    The new institution is displayed in the Institution List pane and is saved in the Rosetta system.

    At the top of the list, Rosetta indicates your username and password for the new institution. This username and password is necessary to prevent your current user information from being shared with other institutions. To add users to your new institution, log out and log in again with the new username and password.

    Updating an Institution

    Administrators can change the properties of an existing institution, such as changing the institution’s name and description, by updating it.
    To update an institution:
    1. On the Institution List page (see Viewing Institutions Within a Consortium), in the Institution List pane, locate the institution with which you want to work and click Edit.
      The Department List page opens.
    rcAdStrDeptList.gif
    Department List Page
    1. In the Institution Information pane, modify the fields that you want to update.
    2. Click Save.
    The updated institution is saved in the Rosetta system.

    Configuring an Institution to Work With a Patron Directory Service

    In order for users to sign in to the new institution, the institution must be configured in the PDS as well as in Rosetta.
    To create a PDS-enabled institution:
    1. On the Institution List page (see Viewing Institutions Within a Consortium), in the Institution List pane, locate the institution you want to configure for PDS and click the corresponding PDS text link. The Ex Libris PDS Configuration page opens.
    2. Fill out the PDS Configuration form and click Save & Continue to move through the remaining configuration pages.
    For information about Patron Directory Services and how to configure them, see the Patron Directory Services Guide in the Cross-Product section of the Ex Libris Documentation Center.

    Deleting an Institution

    Administrators can delete existing institutions as long as there are no IEs associated with the institution. An Administrator cannot delete an institution through which he or she is currently logged on.
    CAUTION: Deleting an institution will cause the user to lose access to all objects that were deposited through this institution.

    To delete an institution:

    1. On the Consortium Information page (see Viewing Institutions Within a Consortium), in the Institution List pane, locate the institution that you want to delete and click Delete. The confirmation page opens.
    2. Click OK.
    The institution is deleted from the Rosetta system.

    Configuring Departments Within an Institution

    Administrators can work with an institution’s departments using the List of Departments page. The following actions can be performed on this page:

    Viewing Departments Within an Institution

    Administrators can view departments within an institution.
    To view departments within an institution:
    1. On the Consortium List page (see Configuring a Consortium), in the Institution List pane, locate the institution with which you want to work and click Edit. The Institution List page opens.
    2. Locate the institution within which you want to view departments and click Edit. The Department List page opens.

    rcAdStrDeptList00001.gif

    Department List Page

    Adding a New Department

    Administrators can add a new department to an institution.
    There is no limit to the number of departments that can be added to an institution.
    To add a department:
    1. On the Department List page (see Viewing Departments Within an Institution), click the Create New Department button.
      A blank department form opens in a light box over the page.
    rcCnsrtCrtNewDept00001.gif
    New Department Form
    1. Enter information for all three required fields.
    2. Click Add.

    The new department is displayed in the Department List pane and is saved in the Rosetta system.

    Updating a Department

    Administrators can change the properties of an existing department, such as changing the department’s name and description, by updating it.
    To update a department:
    1. On the Department List page (see Viewing Departments Within an Institution), in the Department List pane, locate the department you want to change and click Edit.
      The department information displays in a light box over the page.
    2. Modify the fields that you want to update.
    3. Click Save.
    The updated department is saved in the Rosetta system.

    Deleting a Department

    Administrators can delete an existing department. However, Administrators cannot delete a department when the department’s users (such as Producer Agents and staff users) are depositing, or have already deposited, content to the Rosetta system.
    To delete a department:
    1. On the Institution Information page (see Viewing Departments Within an Institution), in the Department List pane, locate the department that you want to delete and click Delete. The confirmation page opens.
    2. Click OK.

    The department is deleted from the Rosetta system.

    Remote Institution Monitoring

    You can configure the consortium institution to view dashboard BIRT reports provided by another instance that is not part of your consortia.

    Member Institution Configuration

    Perform the following configurations for each member institution for which you want to view BIRT reports:
    1. Set the enable_remote_reports_user parameter (Admin UI > General > General Parameters) to true.
    2. Take the key from the remote_access_key parameter to enter in the consortium institution.
    3. Click Update.

    Consortium Institution Configuration

    Perform the following configurations for the consortium institution:
    1. Set the remote_management parameter (Admin UI > General > General Parameters) to true.
    2. Open the Remote Instances for Reports mapping table (Admin UI > General > Mapping Tables). The following appears:
    remote_instances_for_reports.png
    Remote Instances for Reports
    1. For each member institution for which you want to view BIRT reports, enter the key, institution code, base URL, and description.
    2. Click Save.
      A drop-down list appears that allows you to display the BIRT reports provided by another instance that is not part of your consortia:

    remote_institution_monitoring.png

    Remote Institution Monitoring
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