Create, Copy, Rename, and Delete Projects

Project Templates

Forum offers project templates as a way to start your project with guidelines. Project templates consist of pre-built metadata schema, meaning the field labels are created, the field types designated, description text added, and the position number of the fields in the item panel defined. For pre-built linked fields, suggested resources are already linked to use at your preference. Templates also come with a pre-built full cataloging form, representing every field in the metadata schema.

Project templates are entirely editable to create your custom fields and cataloging forms, so you can always use a template to define your own metadata fields if you’re unsure where to begin.

Project templates include:

• Visual Resources Template
  • Based on VRA Core 4.0, these fields are often intended for visual resources collections, but can be modified to fit other cultural heritage object collections.
• Dublin Core Template
  • Based on Dublin Core fields, this template is useful for describing archival and print materials.
• Archivision Template
  • Based on Archivision fields, this template is recommended for institutions subscribed to Archivision and interested in hosting the content in Forum. Visit Archivision.com to learn more about the base and modular collections or to obtain a copy of the data and images for uploading if your institution is subscribed.
• JSTOR Template
  • Recommended for Publishing to JSTOR. Read more on our Community Collections Metadata page.

For a list of all fields, field types, and descriptions in each template, download Project Templates. You can configure template fields, field types and descriptions by following the instructions in Manage Project Fields.

Creating a new project

To create a new project:

1. Log into Forum with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Forum Support.
2. On the project dashboard, click Add Project.
3. Select New Project and click Next.
   • You may also choose to start from an existing project. See Copying an existing project for more information.
4. Choose a title and optional description to identify your project in Forum and click Next.
   
   • Note that a "project" refers to content in Forum that may be published as a collection to one or more publishing destinations. Your project title and description will only appear within Forum. You'll choose a collection title and description when setting up a publishing destination.
5. Choose from one of the available metadata schemas and click Finish.
   
   • You can preview a schema's field titles, types, and descriptions by clicking Preview the schema fields next to any schema.
6. Optionally, set up a publishing target or choose Not Now to finish creating your project.

Copying an existing project

To facilitate the process of creating projects, administrators can also copy a completed project. This will automatically establish the fields, including the types, descriptions, and positions, as well as cataloging forms, publishing targets and field mappings. This is an especially useful activity if the project configurations are similar, but the content must be kept separate.

Though you can copy the built structures of a project, field values are not copied. Also, fields which link to an integrated or external source in the project from which you copied will not retain their sources in the new project. Administrators will need to add the appropriate sources to the specific linked fields from the Fields tab.

While it is useful in some instances to copy a project and re-use the publishing target, other projects may need to be established with a new target. Before you begin adding any content, go to the Targets tab and verify that this copied target is the intended publishing environment for your new, copied project. If it is not, select the target and remove it, then create your new target from any of the available target types. Remember to map your new project’s fields to the target fields, as well as add a collection description and representative image.

To copy an existing project:

1. Log into Forum with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Forum Support.
2. On the project dashboard, click Add Project.
3. Choose the project you wish to copy and click Next.
4. Choose a title and optional description to identify your project in Forum and click Next.
   
   • Note that a "project" refers to content in Forum that may be published as a collection to one or more publishing destinations. Your project title and description will only appear within Forum. You'll choose a collection title and description when setting up a publishing destination.
5. Click Finish to finish creating your project.

Renaming a project

To rename a project:

1. Select the project you want to rename from the project dashboard or Projects menu.
2. Click the Project Settings button.
3. Select the Overview tab and click Edit name and description next to the project name.
4. Once you've finished updating the project name and/or description, click Save.

Deleting a project

To delete a project:

1. First, suppress all items published to targets. See Suppress and Delete Items for more information.
   
   • If you'd like to delete a project that has been published to Omeka, exposed as OAI, or harvested for DPLA, additional steps are required. Please contact JSTOR Forum Support to learn more.
2. Select the project you want to delete from the project dashboard or Projects menu.
3. Click the Project Settings button.
4. Click Delete project and confirm your selection by checking the “All items in the project will be deleted." checkbox and clicking Yes, delete.