...
- Save the Excel file as a .xlsm, or Macro-enabled workbook.
- Save the Excel file as a text tab delimited file. When you do this, Excel will warn you that Excel doesn't support saving multiple-page worksheets as a text file and only the active page will be saved. So long as you're on the page with the data, this is ok. Excel will also warn you that the format doesn't support all of the features, and this is ok too. Just be sure to save with a different file name to insure that you still have a template to work with later.
- Close Excel and open the tab-delimited text file. Find and replace all " with nothing. Re-save the file. Note that if Excel is still open, the edited .txt file won't save.
- Open ContentDM. If you want to watch the upload progress, click "View Upload Manager." Click "Add Multiple Items." Select your text metadata file. Click next and select the folder with the PDF's and click next. Keep clicking next until you get to the "Multiple Items--Map Metadata Fields" screen. The left and right columns should match except for the last field. If they don't, you did something wrong and need to go back and insure that you have a .txt file with the column headings in the first line. Click "Next" again, then click "Add Items." Either it will begin uploading or you'll get an error. If you get an error, the contents of your txt metadata file don't match the contents of the folder with the pdf files. Go back and fix. If everything goes right, it will begin uploading, the number of files being uploaded will match the number of files you were trying to upload. Then wait a very long time. If everything goes correctly, you'll see a message saying how many files were added. This should again match how many you were trying to add.
- If everything uploaded correctly, the project will open behind the add message. Close the message screen, and use the project screen to edit each file by double-clicking it. Once you have a file open, you can navigate to the next by using the "Save and Back" or "Save and Next" buttons, or by closing the edit screen and returning the project tab (it will prompt you to save). In each ETD, change the thumbnail by clicking "Replace Thumbnail" and then click "Autogenerate." In each ETD, select a department from the department list.
- When done, have your loaded files checked and approved.
- Call Lindsey to make a back-up copy of your PDF and XML files from the batch. Once Lindsey has the back-up of the files, delete them from the FTP server. You can keep the files on your hard drive until you begin the next set or delete them now too.
Documents with Extra Files
If there are extra files when you unzip an ETD, that ETD has supplemental information. Give these to the Acquisitions Librarian to load into ContentDM as Compound Objects.
Documents with Embargoes
If the pdf just contains a title page, find the document in Digital Dissertations and look for an embargo to insure there is an embargo on it. In this case, you'll just upload the pdf with the title page. Insert a note into the metadata for the document stating: "At the author's request, this dissertation isn't being made available at this time." The metadata is then uploaded as usual. We should receive the full document for embargoed documents at a later time. Note documents with embargoes on them here so we can check for them and insure we eventually receive the full document:
...