Middlebury

Difference between revisions of "Scholarship at Middlebury: Adding items via Project Client"

m (Add item (one at a time))
m (Add multiple items)
 
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[[Specific Formats|&lt;&lt; Back to Specific Formats]]<br>[[Cataloging|&lt;&lt; Back to Cataloging]]
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===== To begin =====
 
===== To begin =====
# Open CONTENTdm Project Client
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# Open CONTENTdm Project Client [[File:Cdm pclient icon.jpg]]
:::[[File:Cdm pclient icon.jpg]]
 
 
# [[CONTENTdm Project Client Procedures: Create a New Project|Create a new project]] if you haven't already
 
# [[CONTENTdm Project Client Procedures: Create a New Project|Create a new project]] if you haven't already
# Create a metadata template (left column) for your project with default information for the following fields [[File:Edit metadata template.PNG]]
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# Create a metadata template (click "Edit metadata template" in left column) for your project with default information for the following fields [[File:Edit metadata template.PNG|right]]
 
#* Physical description: '''leaves'''
 
#* Physical description: '''leaves'''
 
#* Year: '''2012''' (or current year)
 
#* Year: '''2012''' (or current year)
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#*Digital format: '''application/pdf'''
 
#*Digital format: '''application/pdf'''
 
#*Cataloger: '''[your initials]'''
 
#*Cataloger: '''[your initials]'''
# In left column of Project Settings manager, click Processing
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# In left column of Project Settings manager, click "Processing"
 
#*Under PDF File Conversion, choose "Do Not Convert multiple-page PDF files to compound objects"
 
#*Under PDF File Conversion, choose "Do Not Convert multiple-page PDF files to compound objects"
 
:::[[File:Processing do not convert pdfs.PNG]]
 
:::[[File:Processing do not convert pdfs.PNG]]
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===== Add single item =====
 
===== Add single item =====
 
# Click ''Add item'' from left menu
 
# Click ''Add item'' from left menu
# Specify file: browse to Middfiles folder  
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# Specify the file: browse to folder containing item (O:\orgs\Digital Halcyon\Electronic theses etc\SeniorWork, Undergrad Research\Theses&seniorwork_2012) [[File:Add item browse files.PNG]]
 
# Click ''Add'' button
 
# Click ''Add'' button
# At the summary window, you should see a message that the item was added successfully. Close window
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# At the summary window, you should see a message that the item was added successfully. Close window [[File:Summary added items.PNG]]
# Double-click item
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# Double-click item to view full metadata fields
# The title field should have the file item ID in it (e.g., s10econ2012jones). Copy and paste it into the Identifier field
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# The title field should have the file item ID in it (e.g., s10econ2012jones). Copy and paste it into the Identifier field <br>[[File:Identifier field.PNG]]
# Replace with correct title and then complete with appropriate metadata
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# Add correct title to the title field, and then continue to other fields & complete with [https://docs.google.com/a/middlebury.edu/document/d/1cDzBoYMmrjBFpejc2TftBefAxX7R7FuB_bS3PGJio4c/edit appropriate metadata]
# To view document, click the View button in left column under thumbnail
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# To view actual item, click the View button in left column under thumbnail
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:::[[File:View thumbnail.PNG]]
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===== Add multiple items =====
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# Click ''Add multiple items'' from left menu
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# Choose ''Import from a directory'' & specify file
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# To continue, follow same instructions as above for adding single items
  
 
===== Upload item for approval =====
 
===== Upload item for approval =====
 
# When finished adding all metadata & closing, you'll return to the porject tab/screen.
 
# When finished adding all metadata & closing, you'll return to the porject tab/screen.
 
# Click Upload for approval
 
# Click Upload for approval
[[File:Cdm upload.jpg]]
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:::[[File:Cdm upload.jpg]]
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[[Category:CONTENTdm]]
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[[Category:Project Client]]

Latest revision as of 16:57, 16 July 2012

<< Back to Specific Formats
<< Back to Cataloging

To begin
  1. Open CONTENTdm Project Client Cdm pclient icon.jpg
  2. Create a new project if you haven't already
  3. Create a metadata template (click "Edit metadata template" in left column) for your project with default information for the following fields
    Edit metadata template.PNG
    • Physical description: leaves
    • Year: 2012 (or current year)
    • Degree: B.A.
    • Language: English
    • Genre: Theses
    • Rights: Copyright retained by author.
    • Collection: Scholarship at Middlebury
    • Type of media: text
    • Digital format: application/pdf
    • Cataloger: [your initials]
  4. In left column of Project Settings manager, click "Processing"
    • Under PDF File Conversion, choose "Do Not Convert multiple-page PDF files to compound objects"
Processing do not convert pdfs.PNG
Add single item
  1. Click Add item from left menu
  2. Specify the file: browse to folder containing item (O:\orgs\Digital Halcyon\Electronic theses etc\SeniorWork, Undergrad Research\Theses&seniorwork_2012) Add item browse files.PNG
  3. Click Add button
  4. At the summary window, you should see a message that the item was added successfully. Close window Summary added items.PNG
  5. Double-click item to view full metadata fields
  6. The title field should have the file item ID in it (e.g., s10econ2012jones). Copy and paste it into the Identifier field
    Identifier field.PNG
  7. Add correct title to the title field, and then continue to other fields & complete with appropriate metadata
  8. To view actual item, click the View button in left column under thumbnail
View thumbnail.PNG
Add multiple items
  1. Click Add multiple items from left menu
  2. Choose Import from a directory & specify file
  3. To continue, follow same instructions as above for adding single items
Upload item for approval
  1. When finished adding all metadata & closing, you'll return to the porject tab/screen.
  2. Click Upload for approval
Cdm upload.jpg
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