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28054046||Conference Paper

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Mapping More Collections

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||Creative Commons License||Embargos

Quantity Standard: 2 items per hour if there are character corrections; 3 items per hour if there are many authors a lot of variation in coversheets; 4 items per hour when there are few authors and the coversheets are mostly all the same.

For areas where normal mouse functions don’t work, a double click of the mouse will select a single word or name, and an additional click will select the entire contents of a box. You can also use the shift+ctrl+arrow key to select a section to copy and paste. You can also use the double click then extend the highlighting using the shift+ctrl+arrow key

1. Log in to to MD-SOAR.
2. Work through the spreadsheet in order. If you don't like the order, you can sort it differently, but you must add your sorted file to your "check work" subtask in Workast.
3. Open the published version of the work if there is one and any websites which might provide information that can be copied and pasted. The spreadsheet is also an important information source.Duplicate URL(s) from the URL to get PDF and/or Publisher’s URL. If there is one, download the file named in the File name if loaded to Workast. You’ll be copy/pasting information into MD-SOAR from these sites, the downloaded publication, and the spreadsheet.
4. Following the Duplicate Searching Procedure, duplicate search to ensure that the item isn't already in ScholarWorks following the Duplicate Searching Procedure.
5. Find the collection in the Collections  spreadsheet (download so that you can sort and find). Use Download the Collections spreadsheet. Click the link in it to go directly to the collection.
6. For entering data, you can use this chart which tells what you what information to find, and where to put it when you find it. It also includes information on which Dublin Core elements to use when entering data in administration. An abbreviated form of most of the information here will be on the top of the spreadsheet you're working on for the first few sets that you input.
7. Locate thethe Collections spreadsheet to open the collection from the Collection column in the original spreadsheet.
8. Hover the cursor over the green icon at the top left of the home page to open the Management menu. Click New > Item. Select the collection you opened, which will be at the top of the collections list.Image Added
9. If the What to submit column in the spreadsheet indicates that you should submit a PDF, add a cover sheet to the work:
   • Edit the default cover sheet to include requirements listed in the Additional rights statement to add, Publisher requirements, Creative Commons License, and Link to Creative Commons license
   • In Adobe Acrobat, add the cover sheet to the PDF by clicking Combine Files. Click Add Files and select the cover sheet and then the PDF. Click the bright blue Combine Save the newly created file using the original file name of the PDF, overwriting the original file.
10. Upload the new PDF to ScholarWorks by dragging the file onto the Submission page or locating it using Browse.

    Anchor
    Authors Authors

11. Copy and paste the Authors on from the spreadsheet. Copy and paste to enter them in ScholarWorks. The last name is entered in the last name field. The first name, middle name, and any suffixes are entered in the first name field, e.g. Last name: Abrams First name: Jasmine A. Authors must be given in the order they appear on the work. Organizations that are authors and et al must be entered in adminstration.
12. Locate ORCIDs on the spreadsheet. Copy and paste to enter them in ScholarWorks. 
13. Copy and paste any contributors into ScholarWorks into the Author(s) Each author must be added individually.
    1. Format authors’ names as “Last, First Middle Suffix” (e.g.: King, Martin Luther Jr.). Middle names, middle initials, and suffixes should follow the first name.
14. Add anything listed in the Authors that are et al, organizations, companies or universities column on the spreadsheet to the Author(s) fields after regular authors have been entered.
15. Copy and paste the ORCIDs from the spreadsheet into the Author ORCID(s) Each ORCID must be added individually.
16. Copy and paste any contributors or advisors into the corresponding fields. Enter names as described above.
17. Copy and paste any advisers into ScholarWorks. Enter names as described above.Locate the title in your information sources. If the title differs across sources, different versions it should be entered as alternate titles. Copy and paste to enter the title. the Title from the spreadsheet into the corresponding field.
    • Alt titles should be entered into the Other Titles field.
    • Check for problems with line breaks or with subscript
    or
    • , superscript,
    and
    • or other unusual characters. Problems can sometimes be
    resolves by downloading, opening with Adobe Acrobrate
    • resolved by:
      • Opening a PDF of the work in Adobe Acrobat, switching to edit mode, and copying from there.
      If there are still character problems, search
    • •  
      • Searching for the correct character in the unicode tables
    , here:
    • • (https://unicode-table.com/en/
    . If you can't find it or it doesn't display correctly, search the web for the unicode character. If you find it, or something you can use in it's place, use what you find. When you find the character, copy and paste or find and replace it in the title.
    • • ) or copy/pasting it from the internet.
      • If you don't find the character, consider alternatives to use instead
    , and if
    • • . If you can’t think of
    something, go with it, if not, ask Michelle.If the title appears different elsewhere, or if two or more titles are listed in the titles column in the spreadsheet, enter the other form(s) of the title into Other title(s)
    • • one, ask Michelle.
18. In your information sources, locate the date of issue or publication date  and and enter it into the Date of Issue field.Locate the publisher.
19. Copy and paste to enter in ScholarWorks. If there is more than 1, additional ones are entered in administration.Locate the the publisher from the spreadsheet into the Publisher
    

    Anchor
    Citations Citations

20. Copy and paste the citation on the spreadsheet . Copy and paste to enter it in ScholarWorks. Check for from the spreadsheet into the Citation of Original Publication
    • Fix problems with line breaks or
    with subscript or superscript, and unusual characters. Problems can sometimes be resolves by downloading, opening with Adobe Acrobrate, switching to edit mode, and copying from there.  If there are still character problems, search for the correct character in the unicode tables, here: https://unicode-table.com/en/. If you can't find it or it doesn't display correctly, search the web for the unicode character. If you find it, or something you can use in it's place, use what you find. When you find the character, copy and paste or find and replace it. f you don't find the character, consider alternatives to use instead, and if you think of something, go with it, if not, ask Michelle.Locate the publishers DOI on their
    • special characters as described above.
21. Locate the publisher’s DOI on the publisher’s record and enter it as an identifier.
22. Copy and paste the publisher's record URL into the external link field. This can also be the URL for the work on a lab or departmental page, or from another source.
23. In type of work, select the appropriate type. It is text for articles.
24. In format, enter the format(s) of work from the spreadsheet.the URL from the Publisher’s URL column on the spreadsheetinto the External Link. If that column is blank, use the URL from the URL to get PDF column.
25. The Type field is automatically populated with “text,” which is appropriate for articles, conference papers, and other text-based works. Select a different Type from the drop-down menu for other types of works.
26. Copy and paste the Format of work from the spreadsheet into the format. Each format must be added individually.  
27. In extent, indicate the length of the item. For articles it's the number of pages. In languageExamples: Pages for articles, slides for presentations.
28. In language, select English (United States).Click next or other language as needed.
29. Copy and paste Keywords from the spreadsheetin to the Subject Keywords. Each keyword or phrase must be added individually.
30. Copy and paste the the abstract or summary from your information sources in into the abstract box. An abstract is a summary of the work, so a summary can be put in the place of an abstract. Check for Abstract.
    • Fix problems with line breaks or
    with subscript or superscript, and unusual characters. Problems can sometimes be resolves by downloading, opening with Adobe Acrobrate, switching to edit mode, and copying from there.  If there are still character problems, search for the correct character in the unicode tables, here: https://unicode-table.com/en/. If you can't find it or it doesn't display correctly, search the web for the unicode character. If you find it, or something you can use in it's place, use what you find. When you find the character, copy and paste or find and replace it . If you don't find the character, consider alternatives to use instead, and if you think of something, go with it, if not, ask Michelle. AnchorLink-OnlyLink-OnlyCopy and paste keywords or subjects from the spreadsheet into ScholarWorks.Copy
    • special characters as described above.
31. Copy and paste funding agencies, grants, etc. from your information sources into the sponsor field.Copy and paste any additional rights statements in the rights field removing the standard one that appears by defaultthe Sponsors
32. If the Additional rights statements column in the spreadsheet is populated, replace the default text in the Rights Statement field with the Additional rights statements from the spreadsheet.

33. Anchor
    Conference-paper Conference-paper

    In the description field, copy Copy and paste anything given any text in the Description column on the spreadsheet . Also add conference information if into the Description field. If the work is a conference paper or presentation or poster presented at a conference, add conference information to the Description field. (formatted as “name; location; date”). If there is
    • If you need to enter more than 1 value
    , enter additional values in administration.
34. Click next.
AnchorCover-sheetCover-sheetIf column C in the spreadsheet indicates that you should submit a PDF, fill in and add a cover sheet to the work.  To add the cover sheet to the PDF, in Acrobat click “Combine Files.” Then click “Add Files” and find and add the coversheet. Click “Add files” again, and find and add the work. Click the bright blue “Combine” button. Save the new file named “binder1”using the original file name of the work and overwrite it.  Then upload into ScholarWorks.
35. Click next.
36. • (i.e., an authors list and conference information) into the Description field, edit the record after approval to add additional values.
37. If the Creative Commons license column in the spreadsheet is populated, select the appropriate option from the Creative commons license dropdown menu. Select CC0 if the work is on a Public Domain license.
38. Under Deposit license, tick the checkbox next to I confirm the license above.
39. Check your work. Records must include all of the above information, and should be without any errors at all. Ensure that everything given listed in column J, publisher's requirements, the Publisher Requirements column on the spreadsheet is included in the metadata and on the coversheet.
40. Click nextClick the +Deposit.
41. If column L indicates if the item is on a Creative Commons license, select Creative Commons license, then choose the options to best match the information given in column L. If there is nothing in column L, choose no Creative Commons License. 
42. Click next.
43. Click I grant the license.
44. Click "Complete Submission".
45. Highlight the item you just completed in the spreadsheet so In the spreadsheet, change the row background color for the item you just completed to indicate that you've entered it.

Approve Submissions

1. Login Log in to MD-SOAR.
2. Click on "Submissions"
3. Scroll down to Workflow Tasks, and below that, Tasks in the Pool.
4. Take only the item you just entered. Click "Take Selected Tasks."
5. Scroll down to Workflow Tasks and Tasks You Own. Click on the title of the item.
6. Scroll to the bottom and click "Commit to archive"In the dropdown menu under the User Profile icon at the top right of the page, click My MD-SOAR.Image Added
7. In the Show dropdown menu at the left of the page, select Workflow Tasks.
8. Locate your submission in the list of results and click the Claim button.
9. Click the Approve button.

Anchor
Mapping-collections Mapping-collections

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Add additional collections to the metadata

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1. Find each additional collection on the Collections Spreadsheet and open it. Click "Item Mapper." Using the item mapper search box, search for the item. Locate the item in the search results list and click the box next to it. Click "Map Selected Items"
2. After the items are mapped to additional collections, go to the Edit Item Metadata screen in the record that you just enetered.
3. Enter each additional collection into a new dc.relation.ispartof field by going to the top, selecting dc.relation.ispartof, and entering the additional collection into the value field (copy and paste from the Collections Spreadsheet then click "Add New Metadata". 
4. When you've finished with the metadata, be sure to click "update".

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 and map

1.  Search for and open the record in MD-SOAR.
2. Select the Edit (pencil) icon to the right of the record title.
3. On the Metadata tab, click +Add.
4. In the Field column, type relation.ispartof.
5. In the Value column, copy and paste the name of the collection from column B in the Collections
6. Click the Confirm (check mark) icon.
7. Repeat these steps for any additional collections.
8. Click Save. 

Mapping

1. Select the Collection Mapper
2. Click on Map new collections.
3. Search for the collection in the search box, using the full name of the collection in quotation marks (“ ”).
4. Tick the checkbox next to the collection in the search results and click the Map item to selected collections button.