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

Jan 18, 2018

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Hester Rose

Name your new project
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Page 1: Create new project or open existing project (here, we will create a new project)

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

Page 2: Create new project or open existing project (here, we will create a new project)

Log in and select your collection

Page 3: Create new project or open existing project (here, we will create a new project)

Name your new project

Page 4: Create new project or open existing project (here, we will create a new project)

Select “Edit metadata template”

Page 5: Create new project or open existing project (here, we will create a new project)

Select “Edit” by Images Template

Page 6: Create new project or open existing project (here, we will create a new project)

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.”

Page 7: Create new project or open existing project (here, we will create a new project)

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

Page 8: Create new project or open existing project (here, we will create a new project)

#1: Add an itemSelect “Add item” tab at left

Page 9: Create new project or open existing project (here, we will create a new project)

Browse to the file you want and click “add”

Page 10: Create new project or open existing project (here, we will create a new project)

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

“close.”

Page 11: Create new project or open existing project (here, we will create a new project)

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

Page 12: Create new project or open existing project (here, we will create a new project)

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.

Page 13: Create new project or open existing project (here, we will create a new project)

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.

Page 14: Create new project or open existing project (here, we will create a new project)

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.

Page 15: Create new project or open existing project (here, we will create a new project)

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

record…

Page 16: Create new project or open existing project (here, we will create a new project)

…And “Close” in the upper right corner.

Page 17: Create new project or open existing project (here, we will create a new project)

Click “Select all.”

Page 18: Create new project or open existing project (here, we will create a new project)

Click “Upload for Approval.”

Page 19: Create new project or open existing project (here, we will create a new project)

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

Page 20: Create new project or open existing project (here, we will create a new project)

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

up the queue.

Page 21: Create new project or open existing project (here, we will create a new project)

Once the upload has completed, click on the “CONTENTdm Administration” link in the blue

column at the left.

Page 22: Create new project or open existing project (here, we will create a new project)

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

Page 23: Create new project or open existing project (here, we will create a new project)

Click on one of the two “Approve” links.

Page 24: Create new project or open existing project (here, we will create a new project)

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

Page 25: Create new project or open existing project (here, we will create a new project)

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.

Page 26: Create new project or open existing project (here, we will create a new project)

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

Page 27: Create new project or open existing project (here, we will create a new project)

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

this:

Page 28: Create new project or open existing project (here, we will create a new project)

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

Page 29: Create new project or open existing project (here, we will create a new project)

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

like this:

Page 30: Create new project or open existing project (here, we will create a new project)

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.

Page 31: Create new project or open existing project (here, we will create a new project)

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

(red arrow).

Page 32: Create new project or open existing project (here, we will create a new project)

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

Page 33: Create new project or open existing project (here, we will create a new project)

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

website.

Page 34: Create new project or open existing project (here, we will create a new project)

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

Page 35: Create new project or open existing project (here, we will create a new project)

Now your item is published!

Page 36: Create new project or open existing project (here, we will create a new project)

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

Page 37: Create new project or open existing project (here, we will create a new project)

The item record is below the image.

Page 38: Create new project or open existing project (here, we will create a new project)

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

collection.