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- Delete all extraneous information from the spreadsheet until it contains ContentDM field titles in the first row and the data, and nothing else.
- 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.
ContentDM Load Errors:
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System Error
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One of the files being loaded is open in another program and needs to be closed.
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Too many fields in delimited text file...
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One of more characters in the metadata are being creating an extra tab in the middle of a field. To find and fix the problem:
- Open the .txt file in Word.
- Convert the text to a table. Highlight it all. To convert, go to the "Insert" tab and select "Table" "Convert Text to Table."
- Increase the size of the page so that you can see what's going on. Go to "Page Layout" and select "Size" "More Paper Sizes." Make the width and height both 22." When prompted, click "Ignore."
- Scroll down your file to find where the table mis-aligns. Likely a portion of the abstract immediately before the misalignment is partially in the identifier field, and could extend to other fields as well.
- Note the author or title of the problem, and the text immediately surrounding the mis-alignments.
- Re-open the Excel metadata file and find the problems you noted. Delete and retype the characters immediately surround the erroneous tab, eliminated any problem characters such as smart quotes or colons.
- Return to step 2 in the "Loading" procedure.
Upload for approval and approve:
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