Required for this procedure:
...
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
...
- 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. 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.:
Dutrow-Daryl_Open.pdf |
- Copy the file name and paste into the license column in the spreadsheet, ensuring that you're on the correct row.
- Copy and paste everything in the Filename column into the Open Access or Limited access columns as appropriate.
- If there's an embargo still in effect, the title, author, and the date the embargo expires to the embargo list.
- Close the license and delete the file without the Open in it.
...
- Delete all of the rows where extra data was filled in.
- Check departments to ensure they're all in the correct form for the collection program.
- Change the labels in row 1 as follows:
- Column B: filename__permissions:-r'Anonymous'__primary:true
- Column C: filename__permissions:-r'ScholarWorksUMBCIP'__primary:true
- Column D : filename__bundle:LICENSE__permissions:-r'Anonymous'
- Sort for all items without a license. Move their filenames to the UMBCIP column.
- For open access, add the Access Rights field states: "Distribution Rights granted to UMBC by the author."
- For closed access, add the Access Rights field states: "Access limited to the UMBC community. Item may possibly be obtained via Interlibrary Loan through a local library, pending author/copyright holder's permission."
- Delete column A
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.
...