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- Save the Excel file as a .xlsm, or Macro-enabled workbook.
- Save the Excel file as a text tab delimited file.
- 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 and 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 the number of files you're trying to upload. Then wait a very long time. Note that you can track the progress of an upload by clicking "View Upload Manager."
- If everything uploads correctly, the project will open. Edit each file by changing 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 and by selecting . 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. Before deleting any batches of ETD's, insure that Lindsey has made a back-up.