Combine all parts of the load into 1 Excel file and 1 directory with all of the files.
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.
Find and replace all instance of || (blank space ||) with ||
Find and replace all instance of || (|| blank space) with ||
Find and fix any single |
Find and fix any |||
Search the filename column for 1 blank space to ensure there are no spaces in the file names.
Search for n/a in the entire spreadsheet and delete it where it’s been filled in.
Search for any empty cells in the relation.IsPartOf column and if there are any, complete them.
Check that Faculty Collection and Student Collections are correct.
Check for duplicate values by select the title column, then going to conditional formatting and selecting duplicate values, click ok, then go to filter, and filter by color.
Create a new sheet in the Excel file and copy and paste the columns to be loaded into it and save it.
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.
Be sure the csv is closed in all programs.
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)
Open Ubuntu.
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.
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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Zip the final SimpleArchiveFormat directory by:
navigating to the directory that the final SimpleArchiveFormat directory is in, using ls to view the contents of the directory you're in and cd to change directories.
Zip the SimpleArchiveFormat directory using the command zip -r myfilename.zip SimpleArchiveFormat/
Send the zipped SAF directory to MD-SOAR help, mdsoar-help@umd.edu, Joseph Andrew Koivisto <jkoivist@umd.edu> and Nima Asadi <nasadi1@umd.edu> requesting that they load it, telling them what collection to load it into. You can attach it and it will automatically be added to Google Drive and you’ll be prompted to give mdsoar-help access when you click send. Give them edit access.
Create a subtask on the load that says “waiting for tech support to load” and attach your final combined spreadsheet there.