Setting Default Metadata Values for Reservation Items and Offsite Storage

8-12 Oracle Fusion Middleware Setup Guide for Universal Records Management

8.6 Configuring Default Metadata Values: Offsite and Reservations

If a user submits a reservation request for one or more items, a new content item is checked into the repository in the Reservation security group. This content item automatically enters the Reservation Process workflow, if enabled, and the administrator receives a workflow review notification about the request. See Setting Up Workflows on page 7-4, for details about creating and enabling the reservation workflow. After reviewing the reservation request, the administrator can further process the reservation request in accordance with the applicable procedures within the organization. You can set the default metadata values for the reservation items that are checked into the repository. Default metadata values can be set for items that are allocated for offsite storage. The definition procedure is the same.

8.6.1 Setting Default Metadata Values for Reservation Items and Offsite Storage

Use this procedure to set the default metadata values for reservation items checked into the repository. A similar process is used to set metadata values for offsite storage.

1. Click Physical then Configure from the Top menu. Click Metadata then

Reservation Default Metadata . To configure offsite storage, click Physical then Configure then Offsite then Offsite Default Metadata. The Default Metadata for Checked-in Reservation or Offsite Entries Page is displayed.

2. Set the metadata values and click Submit Update.

The following defaults are set: ■ The default content ID is res or offsite. This is a prefix added to the ID to create the full content ID of an item for example, res1430068 or offsite3921. This setting cannot be modified. ■ The default content type is REQUEST-PCM Request or OFFSITEREQUEST - Offsite Request. ■ The default title is Reservation for reservations and Offsite Transfer Request for offsite storage. This is a prefix added to the name to create the full title of an item for example, Reservation My Request. ■ The default security group is Reservation or Offsite. Important: Offsite storage options only appear if Offsite Storage functionality is enabled. To check the status, click Physical then Configure then Settings from the Top menu. Verify that the Offsite option is checked. Permissions: The PCM.Admin.Manager right is needed to perform this action. This right is assigned by default to the PCM Administrator role. Configuring Physical Content Management 8-13 Important: You can change the content type and security group, but if you do, you need to modify your reservation process and workflow to match the new settings. 8-14 Oracle Fusion Middleware Setup Guide for Universal Records Management 9 Setting Up PCM Storage Space 9-1 9 Setting Up PCM Storage Space This chapter explains how to set up and manage a storage environment in Physical Content Management. This chapter covers the following topics: Concepts ■ Storage Space Considerations on page 9-1