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1. Save the Excel file as a .xlsm, or Macro-enabled workbook.
2. 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.
3. 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.
4. Open ContentDM and click ". 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 it starts uploading. When it starts uploading, insure that the number of files it's uploading matches 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 're were trying to upload. Then wait a very long time. Note that you can track the progress of an upload by clicking "View Upload Manager."
5. If everything uploads correctly, the project will open. 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 then clicking autogenerate. In each ETD, select a department from the department list.
6. When done, have your loaded files checked and approved.
7. Call Lindsey to make a back-up copy of your PDF and XML files from the batch. Before deleting any batches of ETD's, insure that Lindsey has made a back-up.