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    Configuring Deposits

    Translatable
    This section describes the configuration activities that are available regarding Deposits. For an explanation of deposits, see Deposits. For an overview of working with digital resources, see Working with Digital Resources - Overview.
    The following topics are covered in this section:

    Configuring Deposit Profiles

    To configure deposit profiles, you must have one of the following roles:
    • Deposit Manager
    • General System Administrator
    Deposit profiles determine how submitted deposits are processed.
    To configure a deposit profile:
    1. Click Deposit Profiles (Resource Management > Resource Management Configuration > Configuration Menu > Deposit). The list of Deposit Profiles appears:
      Deposit Profiles
    2. Click Add Deposit Profile. The following appears:
      Deposit Profiles
    3. Fill in the fields according to the information in the following table:
      Deposit Profile
      Field Description
      Name The name of the deposit profile. Must be unique. Required.
      Description An internal description for staff.
      Status Select Active to allow deposits to this profile.
      Collection Assignment Select the collection to which the bibliographic records created with this profile are assigned.
      The created representation is added to the library of the selected collection.
      Access Rights Policy Select an access rights policy to be assigned to the representation created by the deposit.
      Auto-approve Select to have deposits automatically approved.
      • Staff-mediated deposits are auto-approved whether or not this is set in the deposit profile.
      • You cannot change the auto-approve setting of an existing deposit profile.
      Unsuppress bibliographic record Select to have the bibliographic record unsuppressed when the deposit is approved.
      Enrich bibliographic record Select to enrich the bibliographic record with metadata when the deposit is approved. The following fields are added:
      • dcterms:dateSubmitted (Deposit create date YYYY-MM-DD)
      • dcterms:dateAccepted (Deposit modified date YYYY-MM-DD)
      • dcterms:provenance submitted by (patron user ID)
      • dcterms:provenance deposit ID (deposit ID)
      • dcterms:provenance approved by (operator user ID or auto-approved)
      Generate a representation note Select to copy deposit approval notes to the representation when the deposit is approved.
      Public Instructions Instructions visible to patrons (for example, file format expected, maximum size, etc.).
      Metadata Schema Select the schema of the metadata (currently Dublin Core only.)
      User Group Select the user groups for whom the profile is available.
    4. Click Save.

    Configuring Deposit Return Reasons

    To configure deposit profiles, you must have one of the following roles:
    • Deposit Manager
    • General System Administrator
    You can configure the email message sent to depositors when their deposit is returned for corrections.
    To configure deposit return reasons, click Deposit Return Reasons (Resource Management > Resource Configuration > Configuration Menu > Deposit). The following appears:
    Deposit Return Reason
    You can add, edit, and delete deposit return reasons. The reason you select as the default appears in the email sent to the depositor when you return a deposit. When you are finished, click Save.

    Configuring Deposit Decline Reasons

    To configure deposit profiles, you must have one of the following roles:
    • Deposit Manager
    • General System Administrator
    You can configure the email message sent to depositors when their deposit is declined.
    To configure deposit decline reasons, click Deposit Decline Reasons (Resource Management > Resource Configuration > Configuration Menu > Deposit). The following appears:
    Deposit Decline Reason
    You can add, edit, and delete deposit decline reasons. The reason you select as the default appears in the email sent to the depositor when you decline a deposit. When you are finished, click Save.

    Configuring Patron Deposit Templates

    To configure deposit profiles, you must have one of the following roles:
    • Deposit Manager
    • General System Administrator
    You can configure the template of the email sent to depositors when their deposit is submitted, approved, declined, returned, or withdrawn.
    To configure the template of the email sent to depositors, click Patron Deposit Templates (Resource Management > Resource Configuration > Configuration Menu > Deposit). The following appears:
    Patron Deposit Templates
    You can edit the elements of the email. When you are finished, click Save.