Detailed information on the operation of the Data Harmony MAIstro administrative module from Access Innovation's, Inc. Presented by Alice Redmond-Neal and Jack Bruce at the 2012 Data Harmony User Group meeting on February 7, 2012 at the Access Innovations, Inc. offices.

1. MAIstro Admin Module

2. All parts work together
 Thesaurus Master manages terminology
and links between concepts
 M.A.I. handles categorization
 XIS captures content, organizes into
fields (metadata), and applies subject
metadata
 Admin Module manages software access
and operation
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3. MAIstro Admin Module – manages
your thesaurus and indexing projects
 Create a new project
 Reconfigure an existing project
 Start and stop projects
 Change passwords for the administrator
 Set up user accounts
 Change passwords for users
 Delete a project
 Restore a project
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4. Access to the Admin Module starts with
the Administrator’s login
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5. To create a new thesaurus, in the left pane
click Create new TMMAI Project
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6. Enter your project name.
Check with your system administrator for the
project location (or default to DH Server directory).
Empty
project?
No,
if you have
an existing
taxonomy –
browse to
locate it.
Yes,
start from
scratch. 6

7. New project “samplethes” is established.
Now select “samplethes” project and customize
Thesaurus Master and M.A.I. for the project needs.
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8. Click Thes configuration in the right-hand pane
to set details for Thesaurus Master and MAI
configuration for M.A.I. preferences
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9. Configuration settings let you
-- allow Multiple Broad Terms (Polyhierarchies)
-- automatically relate sibling terms
-- enter new terms as Candidate or Accepted
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10. You can also customize fields in the term record
Reciprocal fields (for Related Terms–two way relationship)
Equivalent fields (NonPreferred Terms–one way)
Text fields (short visible notes)
Simple fields (Scope Notes, Editorial Notes, and sort factors)
Choose
the type
of field
you want,
then
right click
to access
Add/Edit/
Sort factor Delete
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11. When you Add a field
 Name the field as it will appear
 in the XML file (field name)
 to the thesaurus editor (display name)
 Specify whether it applies to
 only Preferred terms or
 Preferred and Nonpreferred terms
 Specify that it be searchable (indexable)
or not
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12. Field
name
Display name
(Alternative name)
Apply to
Searchable Preferred and
field NonPref terms
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13. Use the same procedure to
Add
Edit
Delete
Equivalent fields or
Simple (free text entry) fields.
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14. Configure M.A.I. – Limit use of a term to n documents?
Limit the number of terms M.A.I. suggests?
How much text to scan?
Treat singular the same as plural?
Ignore
stopwords?
Quote marks?
Plural=Singular?
Most specific
term only?
Suggest
Candidates?
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15. To work on a project, you need to START it.
Select the project,
select Start/Restart
If project is
not running
If project
is running
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16. When you reconfigure your project
you need to
RESTART
it again
to apply the new settings
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17. Personalize your Administrator password
The default password is
Administrator
Change it to your
own password
and re-enter
to confirm.
If you make a mistake …
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18. Manage User access
Select the project,
select User
Administration
click Add
to open
User name
entry box.
Enter User name,
select User’s access level
for the project,
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and the need for a password.

19. <DHuser> has been added to the project,
with Full access and
NO Password required.
Privilege levels:
Read only – Add candidates /
comments
Add, approve candidates
Add, change terms
Read/write certain branches
Read/write certain levels
Read/write certain facets
Fully read/write – Project Admin
Password required:
if Yes – type and confirm
your chose password 19
if No – leave blank

20. To change User access:
click on the User name and
change access level
change password
remove user from a project
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21. You can delete a project from your active project list.
Data can be recovered
from the Recycle Bin.
It can be emptied
from the Recycle Bin.
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22. The MAIstro Admin Module provides
complete project management capability
for your Thesaurus Master
and M.A.I. projects.
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