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  1. Combine all parts of the load into 1 Excel file and 1 directory with all of the files.

  2. Search the date issued column for an / and then sort by date to check for any that aren’t in the correct format and fix.

  3. Find and replace all instance of || (blank space ||) with ||

  4. Find and replace all instance of || (|| blank space) with ||

  5. Search the filename column for 1 blank space to ensure there are no spaces in the file names.

  6. Search for n/a in the entire spreadsheet and delete it where it’s been filled in.

  7. Create a new sheet in the Esudxcel Excel file and copy and paste the columns to be loaded into it and save it.

  8. While on the Excel sheet with the files to be loaded, save as, and change the file type to comma delimited csv and in the tools go to web options and ensure that the encoding is set to Unicode (UTF-8), then save.

  9. Be sure the csv is closed in all programs.

  10. Put the .csv metadata file and all of the files to be loaded in the Zotload directory. (The directory should include all of the files that compose a work, including supplements, and a csv file with metadata in it. The directory must be in the directory mapped to Linux)

  11. Open Ubuntu.  

  12. Use the command ls to list all the files in the directory, and cd to change the directory to navigate to the directory with the safbulider.sh file. Use the cd command alone to go up a level in the directory. Remember directory names, file names and commands are all case sensitive.

  13. Run the safbuilder by typing "sudo ./safbuilder.sh -c etd/path to metadata file." For example, "sudo ./safbuilder.sh -c  etd/Oct2019etds/PDFs/ETDtempDspace_Oct2019Load.csv"would run the safbuilder on the metadata.csv file and all of the files in the directory with it.

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