Required for this procedure:

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• When you receive notices from Proquest, first insure that they were able to successfully transfer all of the files. If some transfers fail, they'll likely try again the next day. Wait until you likely have all the files for a semester before beginning work on a set. Be sure to keep track of what you have already loaded into ContentDM and what you haven't loaded.
• If haven't already done so, give Lindsey copies of everything from your PDF and XML folders for the ContentDM backup. Then delete any old content from your ETD folder.

FTP and Unzip the files (about 100 at a time): Downloaded files through

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• Use Filezilla to FTP the new thesis and dissertations from Proquest. Open Filezilla. Enter the Proquest FTP IP, the username, and port. Push Enter. The last line of the top box on the screen should say "Directory Listing Successful" and the lower left-hand portion of the screen should be populated with files on the Proquest server. The left side of the screen shows your computer--find the ETD folder on your hard drive. Use the date to identify the new files that we need to obtain. Highlight all of the files we need by holding down the shift key while clicking the first and last files you want highlighted. Drag them to your ETD folder. The progress of file transfer will show on the bottom of the screen. Wait while all files transfer (you can minimize and do something else).
• Verify that you have all of the files that have been sent by checking the number of files against the number of files the e-mail notices said were successfully downloaded. Add the number of successful downloads. Highlight all the ETD files, right click, and select properties. The number of files stated in the notices should match the total here.
• Use 7-Zip to extract the zip files. Open 7-Zip. The folder that your files are in should be selected in the bar across the top of the window. If not, use the drop-down arrow to find it. Once you are on the correct folder, all of your zip files should display in the window. Highlight all of the zip files by holding the the shift key by clicking the first and last files you want highlighted. Click extract. The destination for the extract opens to C:\ETD\ZIP*\. Delete the *\ so that the files all go into the ZIP folder. Click ok.
• Use Windows Explorer to sort the files by going to the "View" menu and selecting "arrange by file type.". Select all of the files of a given type, and move the to the appropriate sub-folder: Highlight all of the PDF files by holding down the shift key while clicking the first and last files you want highlighted. Drag them to the PDF subfolder and drop them there (or alternately, copy and paste them). Highlight all of the XML files by holding down the shift key while clicking the first and last files you want highlighted. Drag them to the XML subfolder and drop them there or alternately, copy and paste them).
   

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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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• 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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• Check that all departments are in the collection builder file. Sort and scan.
• Check that dates are in the year-mo-da format
• Check the rights field labels to ensure they are  dcterms.accessRights 
• Check the author field label

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