Sorting Items Creating Reservation Requests for Items Downloading Items

Managing Content 11-3

11.2.3 Adding or Removing Items

Use this procedure to add items to a content basket.

1. Search for the items to add to the content basket.

2. On the search results page, select the box of each item to add to the content basket.

3. Click Actions then Add to Active Content Basket in the Table menu. Items can

only be added to a basket designated as active. The content basket page is displayed, with the new items added at the bottom of the list. Use this procedure to remove items from the basket. When items are removed, they are only removed from the content baske. They are not deleted from the system:

1. Click My Content Server then click the name of the basket to use.

The Content Basket Page is displayed.

2. Click the checkbox of the items to remove. Click Actions then Remove Selected

Items from the Table menu.

3. To remove all items, click Actions then Empty Content Basket from the Page

menu.

11.2.4 Sorting Items

Use this procedure to sort the items in a content basket. The display order of the items can be chaged by modifying the numbers in the Order Priority column.

1. Click My Content Server then the name of the basket to reorder.

The Content Basket Page is displayed.

2. Click Actions then Toggle Row Reorder. Click the up or down arrows on

individual rows to move the item upward or downward.

11.2.5 Creating Reservation Requests for Items

Use this option to make a reservation request for one or more physical items in a content basket.

1. Click My Content Server then the name of the basket to use.

The Content Basket Page is displayed. If the content basket does not contain the items to reserve, add them first. For more information, see Adding or Removing Items on page 11-3.

2. Select the checkbox of each physical item and click Request then Request

Selected Items from the Table menu. To reserve all items in a content basket, click Request then Request All Items. A prompt is displayed asking if the selected items should be removed from the content basket after they are reserved.

3. Click Yes or No. Click Cancel to abort the reservation request.

The Create or Edit Request Page is displayed. Note: You can only make reservation requests for physical items. 11-4 Oracle Fusion Middleware Users Guide for Universal Records Management 4. Specify the properties of the new reservation request, such as the transfer method, priority, and delivery location.

5. Click Create when done.

The items are now reserved, and the administrator is notified of the reservation request. After the administrator processes the reservation request, it can be fulfilled in accordance with the procedures in an organization. If a reserved item is already checked out, the user is placed on a waiting list for that item.

11.2.6 Downloading Items

Use this procedure to download a zip file with one or more items in a content basket.

1. Click My Content Server then the name of the basket to use.

The Content Basket Page is displayed. If the content basket does not contain the items to be reserved, add them first. For more information, see Adding or Removing Items on page 11-3.

2. Select the box of each item to download, and click a download option from the

Download menu on the Table menu. Selecting to download to a workspace stores items in the user’s workspace location. A workspace is defined on the users profile page. It can be an FTP or WebDAV server, a path on the local file system to a location, or Other which downloads a zip file to be saved at a specified location. Selecting to download to the workspace stores the items in the users workspace location. If the location is an FTP or WebDAV server and authentication is needed, a dialog is displayed and credentials must be entered. ■ Download Selected Items ■ Download All Items ■ Download Selected Items to Workspace ■ Download All Items to Workspace A zip file called Bundle.zip is created and a dialog is displayed with a prompt for the location to open or save the file. The contents of the zip file depends on the type of item: ■ Internal electronic items : The zip file contains the selected rendition file for the item. The file name for the item is built up as follows: Item_Title Primary|Web [Content_ID Revision-Rev. No.].File_Extension where Primary refers to the native file rendition, and Web to the web-viewable rendition. For example: Report2005 Primary [CS12025 Revision-2].doc. ■ External physical items : The zip file contains a file with the metadata, location, and retention information about the physical item, in the archive metadata format as specified on the Configure Records Management page. See theOracle Fusion Middleware Setup Guide for Universal Records Management for details. The file name is built up as follows: Note: You can only download items in a zip file if the system has been set up to support this feature. Managing Content 11-5 Random_Number External Item [Item_Name].File_Extension where the file extension depends on the configured format setting. For example: 810871584 External Item [Contracts2009].hda.

11.2.7 Creating E-Mail Links to Items in the Content Basket