Required for this procedure:

• Notices from Proquest that files are available.
• Filezilla.
• Proquest FTP login info.
• ETD Directory on hard drive with pdf and xml subdirectories.
• 7-Zip.
• Adobe Acrobat Standard. Modify Acrobat settings: When you're in Acrobat, go to edit, then preferences. Click on "Documents" in the left-hand column. In the main part of the pop-up, under PDF/A view mode, use the drop-down to select "never."
• Computer configured to open XML files with WordPad (Right click an XML file and select "Open with" and then "Chose Program." Select WordPad, then click "Always use the selected program to open this kind of file.").
• Editix XML Editor.
• XSL file for reformatting the XML files, ETDConversionForDspace.xsl (attached here).
• Microsoft Excel with the Developer tab enabled and macros enabled (Left click on the windows symbol and select "Excel Options." On the popular tab, check "Show developer tab in the Ribbon." Go to the Trust Center Tab. Click "Trust Center Settings." Click "Enable all Macros.").
• Excel Template, ETDtempDspace.xlsm, (attached here).
• SAF Builder program (downloaded from Github and installed by LITS) and Java JDK, GIT, and Maven. Oracle VM Virtual Box for running it on Linux, and directory that can be accessed both for Linux and windows. Instructions for installation here: STEPS_rev1.docx. Use the command git clone https://github.com/DSpace-Labs/SAFBuilder to install it.
• Collection File program (attached here in a zip file–unzip it and put it in your ETD directory) and Python to run it. It can also be run on the staff eLumin desktop, this procedure includes that method..
• For converting video files to mp4's: Avidemux.

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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.

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

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• After FTPing the files, be sure to delete them from the FTP server.
• 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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• Check that all departments are in the collection builder file. Sort and scan.
• Check the rights field labels to ensure they are  dcterms.accessRights 
• Check the author field label is dc.contributor.author.
• Fix accessRights issues: Delete extraneous access rights column. Look for and fix an extra space after dcterms.accessRights in the column with the standard note.
• Check that dates are in the year-mo-da format. After this step is done, do NOT open in Excel but import selecting "delimited" as type and "comma" as the delimiter. When you get to step 3, make sure ALL the columns with dates are set to TEXT.

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