Middlebury

Difference between revisions of "CONTENTdm Project Client Procedures: Import multiple files with tab-delimited text"

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[[Specific Formats|&lt;&lt; Back to Specific Formats]]<br> [[Cataloging|&lt;&lt; Back to Cataloging]]
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Instructions for adding multiple files from a spreadsheet including metadata and the file/item (pdf, image, etc.)
 
Instructions for adding multiple files from a spreadsheet including metadata and the file/item (pdf, image, etc.)
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===== Prepare File Structure =====
  
* Convert Excel spreadsheet to tab-delimited text file (.txt)
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* Your files/images must be in one folder. Name the folder "images" or "PDFs" or something similar
* The final column in spreadsheet must be the actual file name, including extension (e.g., s10econ2012jones.pdf; starrlibrary.jpg)
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*Your Excel spreadsheet must have a final column labeled "File" or "Filename."
* Spreadsheet and files must be in same folder
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**Each cell should have the actual file name, including extension (e.g., "sprsym2013jones.pdf" ;''s10econ2012jones.pdf; starrlibrary.jpg'')
* In the Project Client, On the left task pane under Common Tasks, click Add Multiple Items. The Add Multiple Items wizard opens.
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* Convert Excel spreadsheet to tab-delimited text file (.txt) by using "Save as . . ." command
* On the Import Method screen, select Import using a tab-delimited text file and browse for the file.
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*Clean up text document using Notepad++. Look for extra tabs or carriage returns
* Click Open and then click Next. The Import Type screen displays.
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:::[[File:Notepadexample.PNG]]
* Specify files and then click Next. The Display Image Settings screen displays.
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* Text document and image/pdf filefolder must be in same parent folder
* Click Next. The Map Metadata screen displays. Map the fields in your CONTENTdm collection to the imported field names. The imported field names from your tab-delimited text file appear in the left column.
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:::[[File:Tab delim directories.jpg]]
* Click Next. The Confirm Settings screen displays.
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* Review the settings and then click Add Items.
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===== Open Project Client =====
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* On the left task pane under Common Tasks, click '''Add Multiple Items'''. The Add Multiple Items wizard opens.
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* On the Import Method screen, select '''Import using a tab-delimited text file''' and browse for the file.
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::[[File:Add metadata browse.jpg]]
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* Click '''Open''' and then click '''Next'''. The '''Import Type''' screen displays.
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::[[File:Add metadata import.jpg]]
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* Specify files and then click '''Next'''. The '''Display Image Settings''' screen displays. Select '''YES'''
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* Click '''Next'''. The '''Map Metadata''' screen displays. Map the fields in your CONTENTdm collection to the imported field names. The imported field names from your tab-delimited text file appear in the left column.
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::[[File:Add metadatamapping.jpg]]
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* Click '''Next'''. The '''Confirm Settings''' screen displays.
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::[[File:Add metadata confirm.jpg]]
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* Review the settings and then click '''Add Items'''.
 
* A progress screen displays as the items are processed. When complete, a summary screen displays the summary and any errors or warnings.
 
* A progress screen displays as the items are processed. When complete, a summary screen displays the summary and any errors or warnings.
* Click Close. The items are displayed in the project spreadsheet.
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::[[File:Add metadata summary.jpg]]
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* Click '''Close'''. The items are displayed in the project spreadsheet.
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[[Category:CONTENTdm]]

Latest revision as of 15:12, 1 May 2013

<< Back to Specific Formats
<< Back to Cataloging

Instructions for adding multiple files from a spreadsheet including metadata and the file/item (pdf, image, etc.)

Prepare File Structure
  • Your files/images must be in one folder. Name the folder "images" or "PDFs" or something similar
  • Your Excel spreadsheet must have a final column labeled "File" or "Filename."
    • Each cell should have the actual file name, including extension (e.g., "sprsym2013jones.pdf" ;s10econ2012jones.pdf; starrlibrary.jpg)
  • Convert Excel spreadsheet to tab-delimited text file (.txt) by using "Save as . . ." command
  • Clean up text document using Notepad++. Look for extra tabs or carriage returns
Notepadexample.PNG
  • Text document and image/pdf filefolder must be in same parent folder
Tab delim directories.jpg
Open Project Client
  • On the left task pane under Common Tasks, click Add Multiple Items. The Add Multiple Items wizard opens.
  • On the Import Method screen, select Import using a tab-delimited text file and browse for the file.
Add metadata browse.jpg
  • Click Open and then click Next. The Import Type screen displays.
Add metadata import.jpg
  • Specify files and then click Next. The Display Image Settings screen displays. Select YES
  • Click Next. The Map Metadata screen displays. Map the fields in your CONTENTdm collection to the imported field names. The imported field names from your tab-delimited text file appear in the left column.
Add metadatamapping.jpg
  • Click Next. The Confirm Settings screen displays.
Add metadata confirm.jpg
  • Review the settings and then click Add Items.
  • A progress screen displays as the items are processed. When complete, a summary screen displays the summary and any errors or warnings.
Add metadata summary.jpg
  • Click Close. The items are displayed in the project spreadsheet.
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