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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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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 all open access items, copy and paste the file name into the open access column. For all limited access items, copy and paste the file name into the limited access column. Copy and paste the file name for everything without a license into the limited access column.

  • Change the header on the filenames column, which should now be blank, to 

  • Change the header of the open access column to filename__permissions:-r'Anonymous'__primary:true

  • Change the header of the limited access column to filename__permissions:-r'ScholarWorksUMBCIP'__primary:true

  • Change the header of the license column to filename__bundle:LICENSE__permissions:-r'Anonymous'  *It's important to note that this must include the final quote--ignore any examples that suggest that it's not needed.
  • In the dcterms.accessRights column, for all limited access items, fill in "Access limited to the UMBC community. Item may possibly be obtained via Interlibrary Loan through a local library, pending author/copyright holder's permission." For all open access items, fill in "Distribution Rights granted to UMBC by the author."

Check

  • Search for any blank spaces in license file names and fix them.
  • 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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