Managing Deposit Profiles

To configure deposit profiles, you must have the following role:

Deposit Manager

Deposit profiles determine how submitted deposits are processed. They are used when a patron creates a deposit (Patron Deposits) or when a staff creates a deposit on behalf of a patron (Staff-Mediated Deposit).

To configure a deposit profile:

Open the Deposit Profiles page (Resources > Deposit > Manage Deposit Profiles).
Deposit Profiles
Select Add Deposit Profile. The Deposit Profile page appears.
Add Deposit Profile

Fill in the fields according to the information in the following table:

Deposit Profile
Field	Description
Name	The name of the deposit profile. Must be unique. Required.
Description	An internal description for staff.
Status	Select Active to allow deposits to this profile.
Collection	The collection to which the bibliographic records created with this profile are assigned. If the collection you select has a form associated with it, the patron or staff user fills the fields of the form when depositing with this profile. For more information, see Managing Collections. The created representation is added to the library of the selected collection.
Access Rights Policy	The access rights policies to assign to the representation created by the deposit.
Auto-approve	Select to have deposits automatically approved. Staff-mediated deposits are auto-approved whether or not this is set in the deposit profile. You cannot change the auto-approve setting of an existing deposit profile.
Add waiver to bibliographic record	Save the waiver agreed to by the patron in the bibliographic record.
Unsuppress bibliographic record	Select to have the bibliographic record unsuppressed when the deposit is approved.
Enrich bibliographic record	Select to enrich the bibliographic record with metadata when the deposit is approved. The following fields are added: For Dublin Core Records: dcterms:dateSubmitted(Deposit create date YYYY-MM-DD) dcterms:dateAccepted(Deposit modified date YYYY-MM-DD) dcterms:provenance submitted by(patron user ID) dcterms:provenance deposit ID(deposit ID) dcterms:provenance approved by(operator user ID or auto-approved) For MARC records: <marc:datafield tag="541" ind1="0" ind2=" "> <marc:subfield code="a">Patron ID: {ID}</marc:subfield> <marc:subfield code="c">Deposit. Terms: {ToU}</marc:subfield> <marc:subfield code="d">Received: {YYYY-MM-DD}</marc:subfield> <marc:subfield code="e">Deposit ID: {ID}</marc:subfield> </marc:datafield> <marc:datafield tag="541" ind1="0" ind2=" "> <marc:subfield code="a">Approver ID: {ID}</marc:subfield> <marc:subfield code="d">Approved: {YYYY-MM-DD}</marc:subfield> </marc:datafield>
Generate a representation note	Select to copy deposit approval notes to the representation when the deposit is approved.
Public Instructions	Instructions visible to patrons (for example, file format expected, maximum size, etc.). Select the globe icon to configure public notes in different languages.
User Group	The user groups for whom the profile is available.
Maximum number of files	The maximum number of files that can be deposited per deposit. Options are 1-5 and No limit.
Maximum file size (each, in MB)	The maximum size of the files allowed in the deposit
Allowed extensions	The extensions of the files allowed in the deposit

Select Preview to display a preview of the form configured for the collection to which the profile is assigned. If no form is assigned to the collection, the default form containing the Title and Abstract fields appears.
Select Save.