IntraLibrary has four levels of user access: User, Contributor, Librarian and Administrator. Like all Users, Librarian users are able to search, browse and download resources from the library; see the intraLibrary manual Getting Started- Finding and Using Resources for more information. Like Contributor users, they are also able to contribute resources to the library and create metadata and classifications for these resources; see the intraLibrary manual Getting Started- Uploading and Cataloguing Resources for more information. However, there are also some additional tasks within intraLibrary that Librarian users are able to carry out. The Librarian role is aimed at users who are concerned with the quality of resources and metadata in an installation of intraLibrary, but who do not need to be involved in Administrator tasks such as user management and system configuration. Librarian users can manage the classification systems, or taxonomies, used in an installation of intraLibrary. They can also manage which groups and collections resources are associated with. This manual gives an overview of these functions in intraLibrary.

Resources within intraLibrary may be discovered by users through searching or browsing. Browsing the library is enabled through the use of classification schemes, or taxonomies, which appear in the left-hand screen in the Browse view. Resources are associated with nodes on these classification systems via the Classification fields in the resources' metadata. IntraLibrary can support multiple classification systems for classifying resources, and any resource may be classified at any number of nodes in a system or systems. For more information on how to browse intraLibrary, see the intraLibrary manual Getting Started- Finding and Using Resources for more information. For more information about classifying resources in intraLibrary, see the intraLibrary manual Getting Started- Uploading and Cataloguing Resources.

At least one classification system must be created or imported before contributing users can classify their resources. If resources or metadata files are being imported into the library with classifications already completed, any classification system used must be added to the library before the resources or metadata are imported.

IntraLibrary supports the IEEE Learning Object Metadata (LOM) standard, and the IMS Learning Resource Meta-data specification that it is based on. In the LOM, classification schemes or taxonomies can be used to classify resources for various purposes, e.g. by discipline (subject), accessibility, educational level, competency or prerequisite. This means that an installation of intraLibrary can support browsing of its resources in a number of different ways, e.g. through a common subject-specific classification (e.g. MeSH for medical resources); a general or universal subject scheme, (e.g. the Dewey Decimal Classification); a local taxonomy based on local curricula, competencies or prerequisites, etc.

There are two ways to add a classification system to intraLibrary: manually, and by importing the scheme as a ZThes file. For both methods, you must begin by creating an entry point for the system in the browse tree, and entering some details about the system, as follows:

1. Click on browse library in the main toolbar at the top of the screen.
2. Click the edit button in the classification system tool bar at the top of the left-hand pane: .
3. Click on the library node at the very top level of the browse tree in the left-hand screen. It should then be highlighted.
4. Click the green + sign in the classification system tool bar to add details (properties) about the classification system:
5. Enter the properties of your classification system (see table below) and click add.

Once you have created a top-level node for your classification system and entered details about it, as noted above under section 2.2 Adding a Classification System: First Steps, you can continue adding the classification system manually, using the buttons on the classification systems toolbar. The functions available are:

• Add node
• Delete node
• Cut node or sub-tree
• Paste node or sub-tree
• Import classification system (see below in section 2.4 Importing a Classification System )

Adding nodes to your classification system:

1. Click on browse library in the main toolbar at the top of the screen.
2. Click the edit button in the classification system tool bar at the top of the left-hand pane: .
3. Click on the name of the classification system you wish to add nodes to. It should then be highlighted.
4. To add the first level of nodes to this classification system, click on the Add node button in the toolbar: . An Add a Section form will appear in the right-hand screen, with four fields to be filled in: name; ref id; use for; and description. For explanations and examples of these fields, or node properties, see the table below.
5. Once you have added a node or nodes to the first level below the classification system name, you can continue to add further nodes: click on the node which you want to add a lower level of nodes to, and follow step 4 above.

Once a classification system has been added to intraLibrary, it will be necessary for an Administrator user to set up access to that classification system for relevant collections, in order for it to be visible to users.

Classification systems may be imported into intraLibrary from an XML file in ZThes format (http://zthes.z3950.org). IntraLibrary currently supports:

• ZThes termType PT (Preferred Term). These terms will be used in the name field in intraLibrary node properties. They will appear as nodes in the library browse tree.
• ZThes relationTypes NT (Narrower Term) and BT (Broader Term). These elements determine the hierarchical structure of the classification system in the library browse tree.
• ZThes relationType UF (Use For term). These terms will be used in the use for field in intraLibrary node properties. They will appear when the mouse hovers over a node in the library browse tree.
• ZThes termID. These identifiers will be used in the ref id field in intraLibrary node properties. The ref id for a node or term will determine in what order the nodes are listed in the classification system in the Browse Library view, when the Order Sections By property of the system is set to ref id. See above under section 2.2 Adding a Classification System: First Steps for more information.

To import a classification system:

1. Click on browse library in the main toolbar at the top of the screen.
2. Click the edit button in the classification system tool bar at the top of the left-hand pane: .
3. Add the classification system's name and details as described above in section 2.2 Adding a Classification System: First Steps.
4. Click on the name of the classification system in the browse tree, highlighting it.
5. Click the import taxonomy button: . An import taxonomy window should open.
6. Browse your local file system and select the ZThes file for the classification system you want to import.
7. Click the Import Taxonomy button.
8. If your file is a valid ZThes file, you will see your classification system appear below its name in the browse tree in the left-hand screen. Otherwise you will see an error message.

Once a classification system has been added to intraLibrary, it will be necessary for an Administrator user to set up access to that classification system for relevant collections, in order for it to be visible to users.

Classification systems in intraLibrary may be edited or deleted, whether they were added manually or imported as ZThes files. Sections of classification systems, i.e. individual nodes plus all of the nodes underneath them (known as children of the node) may be deleted. Sections of classification systems (i.e. nodes and their children) may also be imported as ZThes files.

Editing a classification manually: Individual nodes in a classification system may be edited by clicking on the edit button on the toolbar, then clicking on the node. A Section Editor form will then open in the right-hand screen. See the table above under section 2.3 Adding a Classification System Manually for more information on the node properties that you can edit. Nodes may also be added, deleted, or cut-and-pasted manually, using the buttons on the classification systems toolbar. The functions available are:

• Add node
• Delete node
• Cut node or sub-tree
• Paste node or sub-tree
• Import classification system (see above in section 2.4 Importing a Classification System )

NB: If a node or any of its children have any resources classified against them, you will only be able to edit the use for terms and the description for that node. You will not be able to edit the name or ref id for that node, nor will you be able to delete the node. In this case you will need to move the resources classified there into a workflow and delete the relevant classifications from their metadata in the Classification Editor.

Editing a classification in ZThes format: IntraLibrary does not support export of ZThes files. To edit a classification system that was imported in ZThes format, you can edit it in the intraLibrary interface; however, this will not change your original ZThes file. If you choose to edit the ZThes file itself, you can delete the original classification system from intraLibrary, by clicking on its name and clicking the delete node button in the toolbar: . You can then import the new version. NB: Deleting a taxonomy means that any resources that were classified there will need to have their classifications saved again in the Metadata Editor when the taxonomy is re-imported. For more information, see below under Deleting a classification system.

It is also possible to import sections of classification systems (individual nodes and their children) as ZThes files, by clicking on the node underneath which you wish to import the section, and following the instructions given above in section 2.4 Importing a Classification System.

Deleting a classification system: A classification system may be deleted whether or not there are resources classified there. If there are resources classified there, a warning message will appear if you attempt to delete the classification system: "Do you want to force deletion? This section or its children have objects classified against them." Click OK if you still want to delete. Any resources classified against the deleted system will retain all classifications in their metadata. If you re-import the same classification system, you can re-classify these resources using the Classification Editor:

• While in your work area, click on the Edit Metadata button next to the resource in question to enter the Metadata Editor. NB: You will need to ensure the resource is in a workflow that you have access to.
• Click on classify in the toolbar to enter the Classification Editor.
• You should see the relevant classification listed. Simply click save or save and exit, then complete whatever processes you need to complete to re-publish the resource. The resource should then appear when browsing the appropriate node in the classification system, in the Browse view of the library.

NB: IntraLibrary uses the ZThes property termID, or intraLibrary property ref id, to identify classification nodes, not the name of the node. If you have edited the name of the node at which the resource is classified, the resource will still be classified at that node, but with the old node name still appearing in the metadata for that resource. To change the classification as it appears in the resource's metadata you will need to delete the classification while in the Classification Editor and go through the process of classifying the resource against the new node name. If you have edited the termID in the ZThes file, the resource will not be re-classified against the node as noted in the steps above.

However, any other editing or deleting of any of the nodes within a classification system can only be carried out if there are no resources classified anywhere in that classification system. This includes resources that are still in someone's Work Area and haven't yet been published to the library.

As well as managing classification systems, Librarian users of intraLibrary are able to carry out the following tasks involved in managing the contents of the library:

1. Accessing any resource in the library, whether it is published or unpublished.
2. Viewing the group, workflow and collection history of any resource.
3. Moving resources into any group and workflow stage.
4. Changing which collections resources belong to.
5. Deleting any resource.

IntraLibrary Users and Contributors have access to resources in the library according to what group they belong to and what collections those groups have access to. Librarian and Administrator users have access to every resource in the library. To make this possible there are two extra options a Librarian or Administrator user has when searching or browsing the library (see the intraLibrary manual Getting Started- Finding and Using Resources for detailed information on searching and browsing):

• Include unpublished objects.
• Include objects from all collections.

Librarian and Administrator users can select either or both of these options for any search or browse they perform.

Including unpublished resources: Selecting the Include unpublished objects checkbox will cause the search or browse to be reloaded. The new results listing that appears will include all resources in the library that meet the search or browse criteria, including all published and unpublished resources, even those that have been reserved by other users in their Work Areas. In the results screen, the listing for resources is colour-coded to help Librarian and Administrator users to recognise their different status. The colour codes are:

• Beige= published resource.
• Grey= resource that is not published.
• Red= resource that is not published and has been reserved by a user.

Including resources from all collections: Like all users, Librarian and Administrator users normally only see resources in collections that their group membership gives them access to. However, they can override this constraint by selecting the Include objects from all collections checkbox. This will cause the search or browse to be reloaded. The new results listing that appears will include resources from every collection in the library that meet the search or browse criteria.

For Librarian and Administrator users, resources that are displayed in a search or browse results list have a view status button alongside the usual buttons. Clicking this opens a pop-up window which shows information about the group the resource belongs to, and the workflow stage the resource is in, if any. If the resource is not in a workflow the pop-up box will say: "This object has completed the workflow". If the resource is reserved by a user, the pop-up window will include a link that enables you to unreserve the object.

The view status pop-up box also includes a link to view full workflow history. When clicked on, the pop-up then shows an Object History view. This view includes a table showing all previous workflow processes carried out on the resource. For each process, the table indicates the date, time, previous group, current group, previous stage, current stage, collections, workflow process, the specific action taken, and the user who carried out the action.

For Librarian and Administrator users, resources that are not reserved by any user are displayed in a search or browse results list with a move object button alongside the usual buttons. You can move any such resource into any user group and workflow stage, by clicking on this button. If you wish to move a resource that has been reserved by a user, you will need to click on the view status button and click on the unreserve link in the pop-up window first.

Once you have clicked the move object button, you will see a pop-up window that contains a form allowing you to select a group and workflow stage to put the resource into. You can also add comments about the resource and what you are doing with it. This comment will be made available to whoever is working on the resource in their Work Area; they will need to click on the view history link in the Work Area to read it.

For Librarian and Administrator users, resources that are not reserved by any user are displayed in a search or browse results list with a move object button alongside the usual buttons. You can put any resource into any collection by clicking this button. This opens a pop-up box containing a form that lets you select the collections you want the resource to be in. It is possible to select more than one collection.

Librarian and Administrator users may delete any unreserved resource from the library at any time by clicking the delete object button: . If you wish to delete a resource that has been reserved by a user, you will need to click on the view status button and click on the unreserve link in the pop-up window first.