1. Work through the spreadsheet in order. If you don't like the order, you can sort it differently, but you must provide Michelle with your differently sorted version and work through it in order. She'll use it to check your work, and to know when you're running low and work and that she should give you more.
2. Open the work and any websites which might provide information that can be copied and pasted. The spreadsheet is also an important information source.
3. Search ScholarWorks@UMBC by title and author to ensure the item is not already included.
4. Find the collection to add the item to in column B in the spreadsheet. Navigate to the appropriate collection in ScholarWorks@UMBC. You can use the spreadsheet of collection abbreviations, names, and their links to do this.  Click "new submission" 
5. 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.
6. Locate the authors in your information sources. 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. 
7. Look for any contributors or advisers in your information sources. Copy and paste to enter them, entering names as described in the previous step.
8. Locate the title in your information sources. Copy and paste to enter it. 
9. 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).
10. In your information sources, locate the date of issue and enter it.
11. Locate the publisher in your information sources, and enter it. Note that pre-print services such as ArXiv and Semantic Scholar are not publishers. Also, academic social media sites such as Research Gate and Academia.edu are not publishers, and national repositories such as PubMed are not publishers.
12. Usually a citation can be copies and paste from the publishers record. Look for a citation feature there, and once located, copy and paste into the Citation of original publication field. Make sure the citation that you copy and paste includes this basic information: Authors. Article title. Journal. vol. #, issue #, year, DOI or link. If no citation is available to copy and paste, write one yourself, formatting the citation as follows. Authors. Article title. Journal. vol. #, issue #, year, DOI or link. 
13. Locate any series name and number in your information sources, and enter them.
14. Locate the publishers DOI on their record and enter it as an identifier.
15. 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.
16. In type of work, select the appropriate type. It is text for articles.
17. In format, enter the type of work from the spreadsheet.
18. In extent, indicate the length of the item. For articles it's the number of pages. 
19. In language, select English (United States).
20. Click next.
21. Copy and paste the abstract from your information sources in the abstract box. Check for 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 characters didn't render correctly, search the Unicode Tables, here to find the equivalent character in Unicode and copy and paste it over the improperly rendering equivalents.
22. Copy and paste keywords from your information sources in the keyword box one at a time. If there are no keywords in your information sources, find a few in the abstract and enter them. Also, if the work is from a UMBC lab, add a lab keyword. If the work is a student work produced for a class, add the class as a keyword.
23. Put any information on funding agencies, grants, etc. in the sponsor field.
24. In the description field, include conference information if the work is a conference paper.
25. Click next.
26. If column C in the spreadsheet indicates that you should submit a PDF, upload it here.
27. Click next.
28. Check your work. Records must include all of the above information, and should be without any errors at all. Ensure that everything given in column J, publisher's requirements, is included. 
29. Click next.
30. 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. 
31. Click next.
32. Click I grant the license.
33. Click "Complete Submission".
34. Highlight the item you just completed in the spreadsheet so that you know it's done.

Wait for Michelle to give you corrections, or for her to ok your submissions.

Make Corrections and Approve Submissions

1. Login 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. Make any corrections that Michelle gave you by clicking "edit metadata." When you've gone back through the submission process, you'll return to the actions screen. 
7. Scroll to the bottom and click "Commit to archive".

Add Additional Collections to the Metadata 

For each item

1. Locate the item in your archived submissions and open.
   
   For each additional collection
2. When you've located the record for it, click "Edit this Item."
3. Click on "Item Metadata."
4. In the Name drop-down, select dc.relation.ispartof.
5. Add each collection given in column n in the spreadsheet by finding it on the collections speadsheet, and copying and pasting its name into the dc.relationispartof value box. After entering each collection, click "Add New Metadata"
6. Click "Update"

Map to the additional Collections 

       For each additional collection

1. finding it on the collections speadsheet and open it. Click "Item Mapper."
2. Using the item mapper search box, search for the item you just approved. 
3. Locate the item in the search results list and click the box next to it.
4. Click "Map Selected Items"

Publishers' Required Statements

1. Enter this into a new right field by going to the top, selecting dc.rights, and pasting the statement into the value field.
2. Fill in any values in the statement that need to be filled in.
3. When you've finished with the metadata, be sure to click "update".

Creative Commons License

1. Go to the Item Metadata. If the item is on a creative commons license, scroll down to the dc.rights fields.
2. Open the link in the spreadsheet to the correct creative commons license.
3. Copy the license name from the Creative Commons license, and paste it over the incorrect license name in the dc.rights field.
4. Copy the URL of the Creative Commons license, and paste if over the incorrect link in the dc.rights field.
   
   

When you've finished with the metadata, be sure to click "update".

Embargoes

1. Add a rights statement statement to the metadata that states "Access to this item will begin on date"

   When you've finished with the metadata, be sure to click "update".

2. Click on "Item Status"
3. click "Authorizations".
4. Find the bitstream with the file name on it. Check the box next to it. Scroll to the bottom and click "Delete Selected."
5. Find the bitstream with the file name on it again. Use the "create new bitstream" button next to t it to create a new bitstream.
6. Select "Read"
7. In Select a group, Select "anonymous"
8. In the start date field, fill in the date after the embargo ends.
9. Click "save".

Extra Licenses

1. Click on "edit item"
2. Click on "Item Bitstreams"
3. Click on "Upload a new bitstream"
4. Under "Bundle" select "License".
5. Click choose file and select the extra license file
6. Click "upload"