User Management in CLS Overview

Instructions for adding new users and partners, and managing existing ones

Overview

"Partner(s)" are any organization, or institution, that participates in the California Revealed program. Once a "Partner" indicates interest in participating in the project, a Partner Collection is created to house their metadata within the California Light and Sound (CLS) Repository (otherwise known as "Islandora" or "the Repository"). This collection on CLS will push the metadata housed in CLS, paired with access files hosted on the Internet Archive (IA), to californiarevealed.org.

Partner Users are staff or volunteers authorized by the Partner to have access to CLS to nominate materials, edit or update metadata, or QC digitized/uploaded files. There is no limit to the number of users that can be assigned to a Partner Collection.

Every Partner Collection must have at least one Partner User assigned to it as a primary contact. This person is identified in the Repository as the "Partner Lead". The Partner Lead is the main contact responsible for the partner's digital collection; usually, this is the applicant listed in the Application Form. However, this can change over time as staff leave or responsibilities change. Partner Leads can be added.

Important note: We do not delete or cancel user accounts for [any] reason -- it causes data loss. If a user account is deleted, we run the risk of deleting records and pages of which they are the "Author." For more information, see steps below on how to Remove or Disable a user from a Partner Collection.

If you need instructions for how to do something in the Repository that is not covered by the wiki contact Megan and Pamela via Teamwork.