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Required for this procedure:

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For other problems with the files Proquest FTP's to us, ask Michelle to call Proquest technical support at 877-408-5027 or 800-889-3358 (or email at tsupport@proquest.com or
http://support.proquest.com/
 ) to find a solution.

Adding Supplements to the metadata in Excel and Moving them to the PDF Directory

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For each publication form:

  • Find it's line on the spreadsheet (they are in alphabetical order, but if you don't see it, search for both the author and part of the title). If you can't find it on the spreadsheet, move it to the "not in this set" folder.  
  • Check the title and remember the first couple of Words
  • Open the publication form and ensure it's . If the publication form file doesn't contain a publication form, or is blank, delete it.
  • Ensure that the publication form has the correct title. Remember if there's an embargo.
  • Do Save as...
  • Replace everything between the author's name and .pdf with Open. eg.:

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  • Make sure all rights fields have the header dcterms.accessRights .

  • Save your sheet2 (you must be on it) as a .csv file. While on the "save as" screen, change the character encoding to UTF8  by using the tools drop-down, selecting web options, then encoding, and UTF8.

  • In the CSV file, make sure that dates are in the YYYY-MM-DD format. Find and replace to fix if necessary.
  • Be sure to close Excel or the next steps won't work.

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