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