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Create new project or open existing project (here, we will create a new project)

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Presentation on theme: "Create new project or open existing project (here, we will create a new project)"— Presentation transcript:

1 Create new project or open existing project (here, we will create a new project)

2 Log in and select your collection

3 Name your new project

4 Select “Edit metadata template”

5 Select “Edit” by Images Template

6 Type in values for fields that will remain the same (such as “Rights” and “Holding Library”). For “Identifier,” select “File Name” from drop-down box as the default type. Click “OK.”

7 Check the box for the Images template and click “OK.”

8 #1: Add an item Select “Add item” tab at left

9 Browse to the file you want and click “add”

10 A summary box will pop up informing you if the upload was successful or if there were errors. Click “close.”

11 A thumbnail for your item will appear, followed by a row of metadata fields.

12 Double-click on the thumbnail to open up the record. Notice that the fields you pre-set in the Images template have been automatically filled. Fill out the rest of your metadata.

13 When you click on a field with a controlled vocabulary, that vocabulary will appear at the right. Begin typing the term you wish to add, and if it appears at the right, double-click to add it to your field. If it does not appear, try another term.

14 Sometimes you will see a yellow sign with an apostrophe at the left of your fields. This is a warning sign that usually indicates a spelling error (much like Microsoft Word). Hover your mouse over the warning to read why it has appeared. These warnings do not affect your ability to upload your records.

15 When you are finished created your metadata record, click “Save” in the upper left corner of the record…

16 …And “Close” in the upper right corner.

17 Click “Select all.”

18 Click “Upload for Approval.”

19 To check the progress of your upload, click “View Upload Manager” in the blue column at the left.

20 The Upload Manager will show you the progress of your upload, and if any items appear to be holding up the queue.

21 Once the upload has completed, click on the “CONTENTdm Administration” link in the blue column at the left.

22 CONTENTdm Administration will open in your browser. Once you have logged in, click on the “Items” tab.

23 Click on one of the two “Approve” links.

24 If you uploaded all the items yourself, simply click on the radio button “Approval & index all” and click “Go.”

25 If you are approving someone else’s work, you have the option to review their work by clicking “edit” on each individual record at the bottom of the “Approve” page.

26 Here, you will be able to make any necessary edits to the item record, and to view the item if necessary.

27 If you try to approve an item that has unknown terms in any controlled vocabulary fields, you will receive a message like this:

28 Once you have made any necessary corrections, click “Approve.”

29 Approve all items, either as a batch or individually, and once all items have been approved, your page should look like this:

30 If you did not select “approve & index,” you will need to index separately. Click “index” in the blue horizontal bar at the top of the page.

31 You can either schedule your indexing for a specific time (yellow arrow) or click “index now” to do so immediately (red arrow).

32 The “Index status” button will indicate when your indexing began, and when it is completed.

33 When the index status changes to “Last index successful,” your items have been successfully published to the DLA website.

34 Click “View collection” to open the DLA website in a separate tab or window.

35 Now your item is published!

36 Click on the thumbnail or title link to view the item in detail.

37 The item record is below the image.

38 Please see “Edit or delete items” slide set for step- by-step instructions on making changes to your collection.


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