Middlebury

Difference between revisions of "CONTENTdm Project Client Procedures: College Newspapers and Magazines (editing)"

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[[Specific Formats|&lt;&lt; Back to Specific Formats]]<br>[[Cataloging|&lt;&lt; Back to Cataloging]]  
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[[Specific Formats|&lt;&lt; Back to Specific Formats]]<br>[[Cataloging|&lt;&lt; Back to Cataloging]]<br>
  
 
==== Open your project<br>  ====
 
==== Open your project<br>  ====
  
#Open CONTENTdm Project Client <br><br>[[Image:Cdm_pclient_icon.jpg]]<br>
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#Open CONTENTdm Project Client <br><br>[[Image:Cdm pclient icon.jpg]]<br>  
#Click PROJECT/Open and select your project<br><br>[[Image:Cdm open project.jpg]]<br>  
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#Click PROJECT/Open and select your project (If it does not automatically show in the top tabs)<br><br>[[Image:Cdm open project.jpg]]<br>  
#You can now add items from the collection and edit them
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#You can now add items from the collection and edit them. Your project will show up in the top tabs (Like Midd campus below)<br><br>[[Image:Cdm_menu_tabs.jpg]]<br>
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----
  
 
==== Search for items  ====
 
==== Search for items  ====
  
 
#Click '''Find in collection''' tab  
 
#Click '''Find in collection''' tab  
#Open '''My advanced search. '''Search for title and volume, etc., using "exact phrase." Click '''Search<br><br>[[Image:Cdm advanced search.jpg]]<br>'''
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#Click '''My advanced search. '''Search for title and volume, etc., using "exact phrase." Click '''Search''' at bottom<br><br>[[Image:Cdm advanced search.jpg]]<br>  
 
#When items are imported, check the boxes by the ones you want to edit, or click '''Select all'''  
 
#When items are imported, check the boxes by the ones you want to edit, or click '''Select all'''  
 
#Click '''Add to project (edit)'''  
 
#Click '''Add to project (edit)'''  
#Click your project tab (e.g., '''Midd campus''') Suggestion: sort items by issue date (click once in '''Issue date''' box)<br><br>[[Image:Cdm menu tabs.jpg]]
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#Click your project tab (e.g., '''Midd campus''') Suggestion: sort items by issue date (click once in '''Issue number '''or'''Issue date''' box)<br><br>[[Image:Cdm menu tabs.jpg]]
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----
  
 
==== Edit items<br>  ====
 
==== Edit items<br>  ====
  
 
#Double-click on item and open  
 
#Double-click on item and open  
#Click '''View structure/View spreadsheet<br><br>[[Image:Cdm_view_spreadsheet.jpg]]<br>'''  
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#Click '''View structure/View spreadsheet<br><br>[[Image:Cdm view spreadsheet.jpg]]<br>'''  
 
#Change issue date to correct form: yyyy-mm-dd  
 
#Change issue date to correct form: yyyy-mm-dd  
 
#Check other fields to be sure they're correct (e.g., genre for Campus should be "Newspapers," not "Newsletters")  
 
#Check other fields to be sure they're correct (e.g., genre for Campus should be "Newspapers," not "Newsletters")  
 
#To fill in all cells of a particular field with same information, right-click on top cell, then choose '''Fill down'''. All cells in that field column will be populated with the same content  
 
#To fill in all cells of a particular field with same information, right-click on top cell, then choose '''Fill down'''. All cells in that field column will be populated with the same content  
#Click '''Save''' or '''Save and next<br><br>[[Image:Cdm_save&next.jpg]]<br>'''  
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#Click '''Save''' or '''Save and next<br><br>[[Image:Cdm save&next.jpg]]<br><br>'''  
#Repeat editing steps for each issue
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#Repeat editing steps for each issue. After last issue,&nbsp; click '''Close'''
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----
  
 
==== Upload items for approval  ====
 
==== Upload items for approval  ====
  
#When finished editing all fields, you'll be returned to project screen. Click '''Select all'''  
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#When finished editing all fields &amp; closing, you'll return to project tab/screen. Click '''Select all'''  
#Click '''Upload for approval<br><br>[[Image:Cdm_upload.jpg]]<br>
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#Click '''Upload for approval'''<br><br>[[Image:Cdm upload.jpg]]  
#Fill in workflow spreadsheet<br><br>  
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#Complete [https://spreadsheets.google.com/a/middlebury.edu/ccc?key=0AixlmWQIoPcmdFZUMmhnN1lBMlAzRjc4bU1uNTd0M2c&hl=en#gid=0 workflow spreadsheet] for your item<br>
  
 
[[Category:CONTENTdm]] [[Category:Project_Client]]
 
[[Category:CONTENTdm]] [[Category:Project_Client]]

Latest revision as of 10:58, 1 February 2011

<< Back to Specific Formats
<< Back to Cataloging

Open your project

  1. Open CONTENTdm Project Client

    Cdm pclient icon.jpg
  2. Click PROJECT/Open and select your project (If it does not automatically show in the top tabs)

    Cdm open project.jpg
  3. You can now add items from the collection and edit them. Your project will show up in the top tabs (Like Midd campus below)

    Cdm menu tabs.jpg

Search for items

  1. Click Find in collection tab
  2. Click My advanced search. Search for title and volume, etc., using "exact phrase." Click Search at bottom

    Cdm advanced search.jpg
  3. When items are imported, check the boxes by the ones you want to edit, or click Select all
  4. Click Add to project (edit)
  5. Click your project tab (e.g., Midd campus) Suggestion: sort items by issue date (click once in Issue number orIssue date box)

    Cdm menu tabs.jpg

Edit items

  1. Double-click on item and open
  2. Click View structure/View spreadsheet

    Cdm view spreadsheet.jpg
  3. Change issue date to correct form: yyyy-mm-dd
  4. Check other fields to be sure they're correct (e.g., genre for Campus should be "Newspapers," not "Newsletters")
  5. To fill in all cells of a particular field with same information, right-click on top cell, then choose Fill down. All cells in that field column will be populated with the same content
  6. Click Save or Save and next

    Cdm save&next.jpg

  7. Repeat editing steps for each issue. After last issue,  click Close

Upload items for approval

  1. When finished editing all fields & closing, you'll return to project tab/screen. Click Select all
  2. Click Upload for approval

    Cdm upload.jpg
  3. Complete workflow spreadsheet for your item
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