6. Sidebar Functions, QC, and Troubleshooting
This section covers additional sidebar tools and cross-workflow quality checks.
Goal
Use administrative sidebar functions safely and apply consistent QC checks.
Prerequisites
- Appropriate administrative role for each function
- Understanding of local escalation paths
Other Sidebar Functions
Edit
- Edit communities
- Edit collections
Import / Export
- Use for approved batch workflows only
- Restrict access to trained staff
Access Control
- Manage people and groups
- Adjust permissions based on approved roles
- Escalate policy-level access questions to repository admins
Workflow, Curation Task, and Processes
- Monitor queues
- Process review and curation tasks
- Track administrative jobs
QC Checklists
Community Checklist
- Correct hierarchy
- Accurate descriptions
- Consistent naming
Collection Checklist
- Correct parent community
- Roles and permissions set
- Template item reviewed
Item Checklist
- Correct collection
- Complete metadata
- Files open correctly
- Rights information present
Troubleshooting
Missing Sidebar Options
- Verify account and role
- Confirm permissions at object level
- Contact repository admin if expected options are unavailable
Item in Wrong Collection
- Follow local move/correction procedure
- Verify identifier behavior after correction
Metadata or File Errors
- Correct the record immediately after discovery
- Re-run the appropriate QC checklist
- Document changes if local policy requires audit notes