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How to Open an EIMS Record in Edit Mode |
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| What is this? |
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This web page serves as a "How to..." guide for opening an EIMS record in edit mode. It contains an overview of the process and a summary of the steps involved, followed by detailed instructions with screen shots from the EIMS application. Red markings on the screen shots highlight or describe screen content.
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Overview |
What is the purpose of opening an EIMS metadata record in edit mode? |
| You cannot edit records viewed via either the Simple or Advanced Search functions. To alter an EIMS record in any way, you must first open it in edit mode via the EIMS Metadata Entry Main Page.
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Who can open EIMS records in edit mode? |
| Any registered user of EIMS can add a metadata record, the first step toward sharing information about an Information Object with the EIMS user base. Once the record has been added, any user with editing permissions (DEP, Co-Owner, Librarian) may add, edit, and/or delete any of the Information Component data as often as necessary to ensure complete and accurate population of the metadata. The record will not be released to the designated user base until its Metadata Status has been set to Reviewed by the applicable Librarian.
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Prerequisites |
| Before you can add, edit, and/or delete Information Component data of an EIMS record, the record must already exist (see "How to..." guide for adding a record), you must have Logged in with a registered account, and you must have editing permissions for the record. |
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How do you open an EIMS record for editing?
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Select Edit Directory Entry from the EIMS Main Menu.
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Enter search criteria for the record on the Metadata Entry Main Page search form.
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Select the Find button.
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Select the record you want to edit from the search results.
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| Detailed Instructions | 
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| Step 1 |
Select Edit Directory Entry from the EIMS Main Menu to display the Metadata Entry Main Page in search mode. |
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| Step 2 |
Enter search criteria for the record on the Metadata Entry Main Page search form (see instructions below). |
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| | The following tables provide definitions and instructions for each field. (Please see Conventions for an explanation of the form's buttons.)
| Dir Entry ID |
An Entry ID is the EIMS identification number for a specific metadata record generated by the system upon submission of a completed Metadata Entry Main Page. If you know the Entry ID for the record you want to open, enter it here. No other selection criteria are necessary. |
| Availability |
A record's Availability indicates who will be able to view the record through EIMS search functions once it has been reviewed by the Metadata Librarian. If you wish to limit your search to records with a specific Availability, use the pick list to select from the following: - Public – accessible to all EIMS system users
- EPA Only – accessible to only EPA registered users
- Group – accessible to only a specifically defined group of system users
- Owner – accessible only by the designated owner of the EIMS record
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| Title |
To search by Title, enter a text string found in the Title field of the desired metadata record. You may use the "%" wildcard to indicate one or more unknown characters. For example, "%train%" would retrieve the following titles:
- "TRAINING RECORD",
- "RECORD FOR TRAINING PURPOSES ONLY", and
- "TRAIN EXHAUST STUDY".
Thus, you can (in effect) use this selection criteria for topic or keyword searches from the Title field. |
Abstract |
To search by Abstract, enter a text string found in the Abstract field of the desired metadata record. You may use the "%" wildcard to indicate one or more unknown characters. For example, "%train%" would retrieve the following Abstract values:
- "Abstract of a record for training purposes only",
- "...with the following constraints...", and
- "Train exhaust study comparing...".
Thus, you can (in effect) use this selection criteria for topic or keyword searches from the Abstract field. |
Information Type |
The Information Type categorizes the Information Object described by the EIMS metadata record. If you want to limit your search to a single type of Information Object, select one of the following values from the pick list:- Data Set – a freestanding collection of information not included in a formal database management system
- Model – a set of algorithms used to calculate a derived quantity or predict a future state
- Web Site – a collection of web pages accessed at a specific URL
- Database – collections of data residing in a database management system
- Multimedia – information products such as maps, pictures and images, sound files and video films
- Document – any type of text information products (e.g., memorandum, book, article, report, etc.)
- Project – any type of bounded, focused activity with a defined outcome (a more comprehensive description of project activity is under development).
- Meeting – an organized assembly of people brought together for a defined purpose
- Spatial – environmental information that incorporates geographic identifiers which reference locations on the earth's surface using a standard set of coordinates
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| Metadata Status |
If you want to limit your search to records with a specific Metadata Status, select one of the following values from the pick list:
- Incomplete – The record owner has not yet finished entering metadata and has, thus, not submitted the record for review.
- Pending – The record has been submitted for review by a Metadata Librarian, but the review process has not been completed. (By setting the Metadata Status to Pending, the user triggers the application to notify the applicable Librarian that the record is ready for review before release to the specified user base.)
- Reviewed – The record has been reviewed and approved by the applicable Metadata Librarian and is available for access through EIMS searches.
- Retired – The record is no longer available for access through EIMS searches.
- Deleted – The record is no longer accessible to anyone other than EIMS Administrators. (Only EIMS Administrators will see this option value.)
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| Step 3 |
Select the Find button to display the results. |
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| Step 4 |
Select the record you want to edit from the search results. |
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| | The Metadata Entry Main Page for the selected record displays in edit mode. |
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| NOTE |
Select a data entry form from the Navigation Sidebar to populate information in the EIMS metadata record.
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