Metis Sandbox Training

Metis Sandbox Training

 

1 What is the Europeana Metis Sandbox?

The Europeana Metis Sandbox, referenced as Metis Sandbox in the rest of this training, is an online tool to check the quality of datasets that are offered for ingestion into the Europeana database. The Metis Sandbox allows users to get insight in their records, check for any errors and get a preview of what the data would look like on the Europeana website. 

This training resource is in Beta stage. The instructions and exercises are published for public feedback. It can be used for training purposes, but please note that not all training information is available at this moment and that text and images are subject to change.

 

1.2 Who are the intended users of the Metis Sandbox?

The Metis Sandbox is developed with different users and use cases in mind. Examples of users and their use cases are:

  1. Metadata coordinators at an aggregator to 

    1. Get insight into the data quality checks and processes that apply to data;

    2. Check the data they are planning to send to Europeana for ingestion;

  2. Professionals at a cultural heritage institution working with metadata to check their datasets before sharing this with an aggregator;

  3. Employees of the Europeana Foundation to check and give feedback on datasets from aggregators.

1.3 What will you learn in this training?

After completing this training you will:

  1. Know how to access the Metis Sandbox

  2. Know how to use the Metis Sandbox

  3. Be able to interpret the outcomes of the use of the Metis Sandbox

  4. Get insight into how to improve the data you want to share with Europeana

1.4 How will you learn this?

There are several exercises in this training. You are asked to complete these exercises and answer the questions.

1.5 What will you need?

For this training you need:

  1. This training document.

  2. A computer with an internet connection.

  3. 45-60 minutes depending on your previous experience with working with datasets for Europeana.

  4. Example files for the first few exercises (see instructions below).

  5. A dataset of your own, preferably limited to 50 records (not yet included in this training)

  6. Something to take notes on, physically (a pen and notebook or sticky notes) or digitally (text editor)

  7. The Metis Sandbox User Guide for reference. You can use the user guide whenever you want to look up more information about the Sandbox.

Download the sample files

There are 3 files that you need for exercises 2.1 and 2.3. The filenames describe for which exercises they are.

  1. Click on this link to go to the files for exercise 2.1.

  2. Click on the download button in the top right corner to download the files as a zip file.

  3. Choose a location on your computer to download the files to. Please leave the zip file as is, there is no need to unzip it.

 

  1. Click on this link to go to the files for exercise 2.3.

  2. Click on the download button in the top right corner to download the files as a zip file.

  3. Choose a location on your computer to download the files to, you will need to use this dataset in the first exercise. Unzip this file, you should then have a folder with two files, a zip file and a xsl file.


2 Upload a dataset

In the following exercises you will 

  1. Go through the different processes of uploading a test dataset to the Metis Sandbox.

  2. Review any errors in the dataset.

 

Use case

You are preparing a dataset to be processed for publication to the Europeana website. With the Sandbox you want to check if there are any problems with the dataset before submitting your records for processing (to the Europeana Foundation DPS team).

Ways to upload

There are three ways to upload a dataset to the Metis Sandbox. 

  1. Uploading a zip file that you have on your computer

  2. Upload a zip file that is accessible on a web server

  3. Incremental harvesting through OAI-PMH

The files can be in EDM or can be converted to EDM during the upload process. Only zip files are supported. Other compression methods, such as tar.gz, can not be used in the Sandbox.

In the exercises below you will learn how to upload

  1. a zip file in EDM format from your computer and on a server,

  2. a zip file not in EDM format from your computer.

OAI-PMH harvesting is currently excluded from this training, please contact Henning Scholz if you would like to recieve more information about this option. 

It takes some time for a dataset to be processed by the Sandbox. The order of the exercises is chosen to make the best use of your time. You can choose to skip upload exercises 2.2 and/or 2.3 if you know that these are not relevant for you. This might result in that you have to wait a short time for your dataset of exercise 2.1 to be processed to be able to continue with the next exercises.


2.1 Upload a local zip file in EDM format

You need the dataset Sandbox_Training_Files_2.1.zip for this exercise.

2.1.1 Create a new dataset

  1. Go to the Metis Sandbox by going to https://metis-sandbox.europeana.eu/ .

  2. Create a new dataset by clicking on the “create new dataset” link.