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This page describes how to create a workset in the HTRC Workset Builder.

 Navigate to the Workset Builder

The workset creation functionality allows users to create a workset with the volumes they are interested for further text analysis. On the Portal home page, click on the button "Worksets -> Create Workset" on the top navigation bar, or click on "Browse Workset" button on the bottom left of the page, to go to page for creating a workset.

Note: You will be led to the HTRC Workset Builder system, a system accessible through the portal, for building your workset. That also means you need to sign in again once arriving at the Workset Builder.

You will then see a pop-up window, click on the "Go" button. This will take you to the page for signing in to the Workset builder. You will need to sign in again at the Workset Builder system using the same username and password as in the Portal. 

 

 Sign In to the Workset Builder

When arriving the Workset Builder, you will be asked to sign in again. Sign in with the same username and password as in the Portal. To sign in, click on the "Login" button on the top right of the page.

You will be asked to enter your username and password on the next page. Input the same user name and password as the one in Portal.

 

Then you will be navigated to the approval page. Click on the "Approve" button. Alternatively you can also click on the "Approve Always" button.

 

 Query the Volumes

Simple search: Once in the Workset Builder, you can query in the Search box on the page. Enter search terms in the search box.

For the entered search terms, you can select which field to query them in. The available fields are Full Text, Title, Author, Subject. Then click on the "Search" button to obtain search results. For example, below is a query of the search term"Shakespeare" in the Author field. 

You will see all the volumes with Shakespeare as author shown up on the result page.

 

 Select Volumes from Search Results

A search usually returns you many volumes and you can go through the results to select the ones of your interest. Click on the checkbox next to a volume title on the page to indicate that a volume needs to be included in your workset.

The "Selected Items" on the top right of the page reflects the number of volumes you have selected. In this example, we select the first two volumes in the search result to put in a workset, and you can see that the text says "Selected Items (2)", indicating that two volumes have been selected.

 

 Add Selected Volumes to A Workset

After selecting volumes, click on the "Selected Items" button on the top right of the page to put them in a workset. 

That takes you too the Selected Items page where your selected volumes are listed. You can add these volumes to a workset.

You have two options with regard to where to add the selected volumes: create a new workset for them, or put them to a pre-existing workset. For either option, you need to click on on the "Create/Update Workset" button right above the volume showing section. This takes you to the page for creating a new workset or adding to a pre-existing one.

Please see below for operations for the 2 options.

Option 1: Create a new workset

After clicking the "Create/Update Workset" button on the Selected Items page, you are led to this page. Fill in the fields on the page for the workset creation. 

For the "Availability" field, you can choose Public if you want to make the workset publicly accessibly, or set it to Private if you only want yourself to see it.

Option 2: Replace a pre-existing workset

Alternatively, you don't need to create a new workset, but replace volumes of a pre-existing workset using with the selected items.

After clicking the "Create/Update Workset" button on the Selected Items page, on the page you are led to, you can choose an existing workset listed under the "Update an existing workset" section, and then click the "Update" button.

Warning: this action will erase all the volumes in the existing workset and replace them with the newly selected items.

 

 Manage Workset

You can manage your own or public workset by using the "Manage Workset" functionality. In the Workset Builder, click on "Manage Workset" on the top right part of the page.

You will be led to the Manage Workset page. On the page, in the drop down list, select the workset you want to manage. After selecting one, click on the "Open" button to open the Workset. Here we are using the "ontology_workset", a public workset.

The Workset page (i.e. the Selected Items page for this workset) lists the volumes of this workset. You can remove an unwanted volume by deselecting the checkbox next to a volume. Below shows deselecting the first volume in the workset. Here the first two items are deselected.

 After deselecting the unwanted volumes, click on the "Create/Update Workset" button to save the change. 

On the next page, choose the workset you want to update. Since we are working with the "ontology_workset" workset here, we select the "ontology_workset" to update.

It is done by select the "ontology_workset" in the drop down list under the "Update an existing workset" section, and then clicking the "Update" button.


 

 

 Switch Between Workset Builder and Portal

Sometimes it's necessary to switch between the Workset Builder and Portal to perform your work. For example, you may want to create a workset in the Workset Builder and then run text mining algorithms on the workset in the Portal. You can switch between the Workset Builder and the Portal by following the hyperlinks on the pages.

Workset Builder -> Portal

In Workset Builder, click on the "Portal" button on the top right of the page to go to Portal.

Portal -> Workset Builder

In Portal, you can go to the Workset Builder by either clicking on "Worksets -> Create Workset" on the top menu bar, or clicking on "Create Workset" on the bottom left of the Portal homepage.

 

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