C:\fakepath\confolio usage

$: C:\fakepath\confolio usage$
No 141942-LLP-1-2008-1-GR-COMENIUS-CMP

Metaschool: Towards Teacher Competence on Metadata and Online Resources

Confolio Tool Usage Guide and

Good Metadata Practices for Content Providers

No 141942-LLP-1-2008-1- GR-COMENIUS-CMP


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Table of Contents 1. Getting started with Confolio ................................................................................... 3

1.1. Logging in............................................................................................................. 3 1.2. Choosing your organization’s folder .................................................................... 4 1.3. Creating folders – checking the annotated LOs.................................................... 6

2. Content Resources ..................................................................................................... 8 2.1. Case A: Uploading a content file .......................................................................... 8

2.1.1 How to complete the “Upload file” dialog box .............................................. 8 2.1.2 How to complete the “Metadata Editing” dialog box..................................... 9 2.1.3 Storing the Metadata ..................................................................................... 19

2.2. Case B: Uploading a URL to a content file ........................................................ 19 2.3. How to complete the “Upload file” dialog box .............................................. 20



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1.Getting started with Confolio 1.1. Logging in

To log in to the Organic.Edunet Repository Tool you open a Firefox Browser (it does not support other browsers for the time being) and you type in the address http:\\oe.confolio.org. You login using the option on the top right of your screen by typing the username and password that was sent to you by e-mail.



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Figure 1.1: The Confolio homepage and the login area. NOTE: The present screenshots and any other following screenshots taken from the Repository Tool may become outdated after changes in the implementation of Confolio. If such is the case, please contact the developing team for clarifications.

1.2. Choosing your organization’s folder After logging in you should see the contents of the Overview portfolio, which basically consists of links to the portfolios of all content providers. Please click on the link with the abbreviation of your organization; you will then be forwarded to your organization's portfolio. Check the Figures 1.2 & 1.3 below to see how the overview looks like.

Figure 1.2: Available partner portfolios



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Figure 1.3: Folders of AUA



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1.3. Creating folders – checking the annotated LOs In Figure 1.4 you can see how a folder should look like. If this is the folder you will store your annotations in, then you do not need to do anything. In case you need to create a different folder to store the annotated LOs, then you should choose the “Folder” button to create a new folder.

Figure 1.4: Folder in confolio – “New Folder” button

Inside your organization's portfolio you see a few buttons for creating resources. They are located at the bottom of the user interface. The two most important ones are “File...” for uploading files, and “Link...” for the creation of references to already existing resources on the Internet. The respective processes are presented in the present chapter as well as to the next one.

Figure 1.5: Possible operations on a folder

When a folder is selected, it expands, thus revealing the permitted actions that can be performed on the specific folder. Each folder can be edited (change name, and other metadata), removed, copied and cut in order to be pasted somewhere else. Also, on each folder the user can apply accessibility restrictions to certain



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users.

When you click edit, a new dialog box will appear containing all the folder details. Please ignore the other options and only use the field “Title” in case you need to change the folder’s name (Figure 1.6).

Figure 1.6: Renaming a folder



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2.Content Resources 2.1. Case A: Uploading a content file

The following steps – instructions consider the uploading/annotation of physical learning objects that you have as an electronic file on your hard drive and not LOs that are accessible in some URL on the internet. This procedure is explained further on.

Figure 2.1: The “Upload file” dialog box

2.3.1 How to complete the “Upload file” dialog box

1. Click the Browse button to locate the file in your hard drive 2. Choose the Format type of the file from the pull down menu 3. Choose the Type of the LO from the pull down menu 4. Give a title to the LO you are uploading in the Title field 5. Provide a brief description of the LO you are uploading in the Description field 6. You do NOT need to change the access rights values. 7. Click the Finish button on the bottom right to continue to the next screen.

In Figure 2.2 you can see the “Upload file” dialog box, filled with the metadata of and academic article on Pest Incest Management for Organic Crops. As you can see, the



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Description field will automatically expand as you insert text, so do not hesitate to provide a comprehensive description of the LO.

Figure 2.2: The “Upload file” dialog box filled

2.3.2 How to complete the “Metadata Editing” dialog box

1.3.2.1 Mandatory Elements

1.3.2.1.1 Title



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Figure 2.3: The “Title” element

As you can see, the Title element can take multiple values according to the language of the title. As a mandatory element, it must take at least one description in any of the consortium languages, preferably English. Using the “+” and “-” buttons you can add or remove descriptions in multiple languages.



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1.3.2.1.2 Language Again, the Language element (Figure 2.4) can take multiple values since the languages of the LO can be multiple. For example, a document that maps agricultural terms from English to Greek and Spanish. In the case of annotating the learning resources of your organization, most probably, the language will be your native one. This is not the case when it comes to public resources that are mainly available in English.

Figure 2.4: The “Language” element

1.3.2.1.3 Description The Description element (Figure 2.5) can take multiple descriptions in different languages. You can add/remove descriptions with the use of the “+” and “-” buttons.

Figure 2.5: The “Description” element

1.3.2.1.4 Copyrights and Other Restrictions As far as copyrights are concerned, the only thing that the content annotators have to provide is whether or not there are copyrights and other restrictions on the LO. If the value is “Yes” then the field with the description of the copyrights should also be filled.

Figure 2.6: The “Copyrights and Other Restrictions” element



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1.3.2.1.5 Creative Commons Licenses

1.3.2.2 Figure 2.7: The Creative Commons values drop down list

If the resource is already characterized with a creative commons license, the user can indicate this by selecting one of the values above. If the user is the owner/author of the resource these values can also be used to indicate the intellectual property rights that apply to this resource.

1.3.2.3

1.3.2.4 Recommended Elements

1.3.2.4.1 Keyword In the Keyword element you are supposed to provide with a couple (or more) keywords that describe the LO and can be used in the case of an advanced search. If you need to insert more than one keywords, please use the the “+” and “-” buttons to add more keywords. DO NOT write all the keywords in one field (e.g. separated by commas) as this feature is NOT supported. So, if you need to provide three keywords, your dialog box should look like Figure 2.7.

Figure 2.8: An example for the “Keyword” element (Three keywords are provided here)

1.3.2.4.2 Structure The element Structure defines the structure of the LO.



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Figure 2.9: Screenshot of the “Structure” element

1.3.2.4.3

1.3.2.4.4 Contribution The element “Contribution” stores data about the entities (i.e., people, organizations) that have contributed to the state of the LO during its life cycle (e.g., creation, edits, publication). This element can store multiple contributors of an LO. For example, a content provider may upload a specific LO without providing extensive details about it. Some days later, another contribution can be made by the author of the LO that complements the previous description with details such as typical age range, intended end user role, etc.

Figure 2.10: Screenshot of the “Contribution” element

1.3.2.4.5 Format The Format element is used to store the exact format of the LO. In the final implementation of the Confolio tool, this field will be controlled by a pull-down menu with the most common format types along with the option for the user to describe the format if it is not in the proposed list. For the time being, you do not need to change anything to the Format field.



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1.3.2.4.6 Intended End User Role Intended End User Role is intended to indicate the role of principal user(s) for which this learning object was designed. Note that you can add more user roles using the “+” and “-” buttons.

Figure 2.11: Screenshot of the “Intended End User Role” element

1.3.2.4.7 Typical Age Range Typical Age Range is intended to indicate the typical age of the user of the LO. There is also the possibility of entering multiple age ranges. Nevertheless these age ranges should not be overlapping for the same LO. For example, there is no reason to have an age range of “18-21” and another one “20-25”. Either minimum or maximum value can be set to U (undefined) meaning that then the range is extended in that way.

Figure 2.12: Screenshot of the “Typical Age Range” element

1.3.2.4.8 Context Context indicates the principal environment within which the learning and use of this LO is intended to take place.



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Figure 2.13: Screenshot of the “Context” element

1.3.2.4.9 Cost Cost element is used to indicate if the use of the LO requires any payment.

Figure 2.14: Screenshot of the “Cost” element



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1.3.2.4.10 Ontology Term

Figure 2.15: Screenshot of some Organic.Edunet

ontology terms

The ontology terms that characterize each LO can be retrieved from the Organic.Edunet ontology. The user that annotates the LO must browse through the ontology terms using the “+” and “-” signs until he finds the term that best fits the LO described. In the example examined, the LO has to do with Pest Control so we concluded to the term “PestControl” that is marked and by double clicking on it, we selected it.



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Figure 2.16: Alternative way of browsing through

Organic.Edunet ontology terms

The ontology terms can also be retrieved by typing the desired term. This functionality is designed for more experienced users that are already familiarized with the terms. While the user types in letters, the system provides suggestions for possible matches to the ontology.

1.3.2.4.11 Ontology Relationships



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Figure 2.17: Relationships for the Organic.Edunet

ontology terms

The user can use the drop down list to provide information on the type of the relationship that exists between the resource and the ontology term. For example, the resource about the Insect Pest Management on Organic Crops, “provides data on” (relationship) PestControl (ontology term).

2.3.3 Storing the Metadata

When you insert all the mandatory and recommended elements, you should choose the “Done” option on the bottom of the metadata dialog box. By doing this, you simultaneously store the metadata you inserted. If you wish, you can edit these metadata afterwards and store any changes by clicking the same button again. Be careful because if you click on “Cancel” the changes you make will be deleted!

2.2. Case B: Uploading a URL to a content file In the case of a link to a web resource, please note that file you are annotating should be already online either because the organization hosts its own content website (BMLFUW case) or because the organization describes publicly available resources (Intute case).



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Figure 2.18: The “Link to web resource” dialog box

2.3. How to complete the “Upload file” dialog box 1. Click the Browse button to locate the file in your hard drive 2. Choose the Format type of the file from the pull down menu 3. Choose the Type of the LO from the pull down menu 4. Give a title to the LO you are uploading in the Title field 5. Provide a brief description of the LO you are uploading in the Description field 6. Click the Finish button on the bottom right to continue to the next screen.

In Figure 3.2 you can see the “Upload file” dialog box, filled with the metadata of and academic article on Pest Incest Management for Organic Crops. As you can see, the Description field will automatically expand as you insert text, so do not hesitate to provide a comprehensive description of the LO.



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Figure 2.19: The “Link to web resource” dialog box filled

All the other metadata elements follow the same logic in the case of the “Link to a web resource” as well.

Good Practices for Metadata Providers



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Title

Good Metadata Example

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-085ed66f-b89e-11de-922e-3b751303d8ec Recommendation: This title is long enough to provide an accurate idea of what this resource is about. Judging also by the description, it seems that this title is the fitting one.

Poor Metadata Example(s)

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-94d485af-b89f-11de-922e-3b751303d8ec Recommendation:



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Please use more comprehensive and descriptive titles. This is not the book itself. If this was the book, the title could have been “Old Hungarian Poultry”. Now, it should be: Presentation of the Book: “Old Hungarian Poultry”, or sth like this. Also, the title itself is not acceptable due to the digit “3” that is right after the word “Poultry”.

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-38f7efdb-b89e-11de-922e-3b751303d8ec Recommendation: The specific URL points to a collection of papers and posters presented in a conference on climate change. The title is misleading as to the actual content of this resource. -------------------------------------------------------------------------------------------------------

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-0baacd26-b89e-11de-922e-3b751303d8ec Recommendation:



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Please use a more comprehensive title. For example the CRC acronym, can be refined as Cooperative Research Centre just to provide the user with a way to understand what this learning resource is about.



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RESOURCES WITH SIMILAR PROBLEMS:

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec

2. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-65ce1939-b89f-11de-922e-3b751303d8ec

3. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-bc9b03e1-b89f-11de-922e-3b751303d8ec

4. http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=1361&Itemid=103

5. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-f9f9768d-b89f-11de-922e-3b751303d8ec

Description


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-6f086579-b8a1-11de-922e-3b751303d8ec




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URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-94d485af-b89f-11de-922e-3b751303d8ec Recommendation: This learning resource is not just the presentation of the book. It also contains the book cover and specific information on the chapters of the book. Such details should be addressed also in the description element.



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URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8478a221-b8a0-11de-922e-3b751303d8ec

Recommendation: This description is 566 words long. This makes it useless for the user that will come across this learning object. Shorter descriptions should be provided. An ideal length should be no more than 60-70 words.



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RESOURCES WITH SIMILAR PROBLEMS:

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec


3. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-f9f9768d-b89f-11de-922e-3b751303d8ec

4. http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=1627:Importanta%20cerealelor%20si%20a%20pseudocerealelor%20in%20alimentatie&catid=1:latest-news&Itemid=103

Keyword


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-7d95c242-b8a3-11de-922e-3b751303d8ec




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URL reference: http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=3511:Album:%20Organic%20Pigs%20In%20The%20Snow&catid=1:latest-news&Itemid=103 Belongs to the collection of: EULS Recommendation: While the title implies that there could be more keywords here, like “snow”, “pigs”, “winter”, etc. only one is provided which is also too general and not that relevant to the real content of the resource. The search engine will still work and will provide the results if you search using “snow” as a term, but still, the keywords element cannot look like that.

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec



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Recommendation: More keywords needed. Just one keyword is not enough, and even so, the keyword text here is misleading. These keywords should be provided separately as “turkey” and “poultry” along with some others, and not as one “turkey poultry”. RESOURCES WITH SIMILAR PROBLEMS: MOGERT

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-89e3291f-b89f-11de-922e-3b751303d8ec



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Coverage


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-1c4dc38a-b8a0-11de-922e-3b751303d8ec


URL reference:



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http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec Recommendation: Are these turkeys located only in Hungary? If this is not some kind of a special breed, it should not cover only Hungary. The language of the document is already declared in another metadata element and has nothing to do with coverage. For example, a scientific paper talking about the effects of pollution, even if it’s written in Greek, it covers the whole world as far as its content is concerned.

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-243ab9ab-b8a0-11de-922e-3b751303d8ec Recommendation: Coverage should always be provided. RESOURCES WITH SIMILAR PROBLEMS:

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-fae52bc5-b89e-11de-922e-3b751303d8ec



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Intended End User Role


URL reference: http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=3511:Album:%20Organic%20Pigs%20In%20The%20Snow&catid=1:latest-news&Itemid=103 Recommendation: This learning resource, has all (or at least most) of the Educational Metadata filled out. This, as you can see is a nice example of how these metadata can work. When finding this resource, the user can get a quick look of the educational context in which this learning resource can be used.




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URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec RESOURCES WITH SIMILAR PROBLEMS: MOGERT

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8de5c5ab-b89f-11de-922e-3b751303d8ec

2. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-7e065b1d-b89f-11de-922e-3b751303d8ec

Intute 3. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-085ed66f-

b89e-11de-922e-3b751303d8ec Miksike




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Learning Resource Type


URL reference: http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=1361&Itemid=103


URL reference: http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=3511:Album:%20Organic%20Pigs%20In%20The%20Snow&catid=1:latest-news&Itemid=103



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Recommendation: Is this an image? It is a powerpoint presentation (the type presentation is available in the pull-down menu in Confolio). Nevertheless, our suggestion in cases that you have a simple presentation with ONLY pictures and no text such as this one, would be to upload the pictures separately, one by one and annotate them. In this case you also have more learning objects. It also does not make any sense to present a series of photos as a single powerpoint presentation if you are not adding text or video for example.

Context


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-433acabb-b8a3-11de-922e-3b751303d8ec


URL reference:

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-7d95c242-b8a3-11de-922e-3b751303d8ec

2. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-81ba3ea9-b8a3-11de-922e-3b751303d8ec



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Recommendation: Since the age range is from 15 years old to undefined, it only makes sense that the Educational context cannot be limited to higher education but should also consider high school. Be very careful because in this sense, these two elements should not conflict.

Typical Age Range


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-4473d92d-b89e-11de-922e-3b751303d8ec



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URL reference: http://portal.organicedunet.eu/index.php?option=com_content&view=article&id=3511:Album:%20Organic%20Pigs%20In%20The%20Snow&catid=1:latest-news&Itemid=103 Recommendation: This is more of a problem in understanding, but why is it that simple pictures of pigs in the snow with no scientific details on them cannot be used for children that are less than 10 years old? Couldn’t these pictures be used in the context of a primary class?



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Classification


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-243ab9ab-b8a0-11de-922e-3b751303d8ec




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URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-0baacd26-b89e-11de-922e-3b751303d8ec

URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-8cac0d27-b89f-11de-922e-3b751303d8ec Recommendation: Please use more classification terms for each resource. These terms should be more than 2-3 if possible. -------------------------------------------------------------------------------------------------------



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URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-4473d92d-b89e-11de-922e-3b751303d8ec Recommendation: From the description of this resource, some more classification terms can be inferred when reading the thematic areas of this journal. ------------------------------------------------------------------------------------------------------- RESOURCES WITH SIMILAR PROBLEMS: MOGERT

1. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-7e065b1d-b89f-11de-922e-3b751303d8ec

2. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-65ce1939-b89f-11de-922e-3b751303d8ec

Miksike 3. http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-bc9b03e1-

b89f-11de-922e-3b751303d8ec



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Format


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-243ab9ab-b8a0-11de-922e-3b751303d8ec


URL reference: http://portal.organicedunet.eu/index.php?option=com_metavi&loId=lo-f9f9768d-b89f-11de-922e-3b751303d8ec Recommendation: Format does not match the path of the resource (i.e. format is XML while resource is html).



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C:\fakepath\confolio usage

Education

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