1. CONTENTdm for Beginners September 25, 2012 by Kourtney Blackburn

2. Today’s Goals Familiarize or re-familiarize yourself with CONTENTdm Become comfortable using CONTENTdm

3. Today’s Agenda Take tour of CDM Project Client software Learn how to begin a “project” ▫Set up, edit, upload Tour Online Administration of CDM Approve and Index items Edit existing items Tour the USC (User Support Center)

4. Before you use CONTENTdm Digitize collection as TIFs- Archive & Access Images NYH Members contact Kourtney to set up new collection/ get collection ID 1 st time NYH members: download CONTENTdm and start new project NYH Members: Start new project in CDM

5. What is CONTENTdm? Program needed to publish items on NY Heritage Two components: ▫Desktop Software (Project Client) ▫Online Administration (Web Server)

6. CONTENTdm Jargon Item: a file and its associated metadata Object: an item or group of items that collectively represent a single work Compound Object: Multiple files displayed to the end user as a single workCompound Metadata Template: template created to assign consistent metadata to a project

7. Collection vs. Project Digital Collection: items grouped by provenance or theme, and often already exists as a physical collection in an archive Project: temporary group of items you are editing and only exist inside the Project Client ▫New or existing

8. Tour of Project Client New versus Shared Projects Remember- projects are temporary!

9. Editing Your Metadata Template Metadata fields are established within Online Administration (Web Server) Metadata template- allows you to generate consistent metadata to fields in Project Client ▫General or file-specific Set this up before loading items in Project Client!

10. Uploading an Item Start small- upload one item first Use an access image within a folder on your computer “Add item” from Home Tab in Project Client

11. Editing Items Edit in the Spreadsheet View in Project Tab Add transcript from.txt file if needed (available by right-clicking on field within Project Tab) Double-click to edit one-at-a-time and use controlled vocabularies

12. Upload, Approve, Index Click check box in Project Tab. Then, upload item to Online Administration after editing Online Admin launches. Check and Approve Index to make public on NY Heritage

13. Adding Multiple Items Files must be located in the same folder Options: 1. Upload files of images, then add metadata within Project Client as normal 2. Upload files of images and metadata all at once (using.txt file created in Excel)

14. Option 1: Upload files of images, then edit metadata Upload into Project Client by selecting “Add Multiple Items”, “Importing from Directory”, and selecting folder with files Edit metadata as usual ▫Fill down, fill all features available by right- clicking after 2+ items are in Project Tab

15. Upload, Approve, and Index After uploading multiple items into Project Client, upload to Online Administration, approve, and index as practiced with one item.

16. Option 2: Uploading files of images and metadata together Open Excel and enter metadata field names in Row 1 Add column “Object File Name” to end of Row 1 (In rows 2+ adding the file name of files will “map” your metadata to the corresponding file on your computer. (fall001.tif) Enter metadata for images in rows 2+, putting the file name (fall001.tif) of the images in the last column

17. Uploading files of images and metadata all at once Save* Excel file as a.txt file (Tab-Delimited Text) *File must be saved in its own folder, outside of folder containing images. Put both folders in a folder labeled as your digital collection name Select “Add Multiple Item” from Home Tab and Import using a tab-delimited text file option

18. Upload, Approve, and Index After uploading multiple items into Project Client, upload to Online Administration, approve, and index as practiced with one item.

19. Upload a double-sided image From Home Tab, select “ Upload Compound Object” Upload using Compound Object Wizard

20. Upload a double-sided image Select type of compound object to upload Locate folder (not individual files) and add to Wizard Finish upload to Project Client, edit object level and page-level metadata

21. Upload, Approve, and Index After uploading into Project Client and editing, upload to Online Administration, approve, and index as practiced.

22. Editing Published Items Options: 1. “Pull” items back into Project Client (we will practice) 2. Search for and edit in Online Administration under “Items” tab

23. “Pull” items back into Project Client Edit item while old version is still public until you upload, approve, & index (also true of editing in Online Admin) Find in Collection Tab- many ways to search for your item

24. Upload, Approve, and Index After editing your item(s),upload once again to Online Administration, approve, and index as practiced.

25. Have a question? Try these resources: RRLC Librarian Kourtney Blackburn kblackburn@rrlc.org 585-223-7570 OCLC’s CONTENTdm User Support Center http://www.contentdm.org/login/login_USC.asp NY Heritage Contributors Page- underneath map http://www.nyheritage.org/contributors http://www.nyheritage.org/contributors Find more links on home screen of Project Client