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Editing existing items in CONTENTdm's Project Client

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Editing existing items in CONTENTdm's Project Client

  1. 1. Editing Existing Items in CONTENTdm’s Project Client Brooke Roegge Digital Information Specialist Minnesota Dept. of Employment and Economic Development November 14, 2011
  2. 2. <ul><li>Open an existing collection in Project Client </li></ul>
  3. 3. <ul><li>Click the “Find in Collection” tab </li></ul>
  4. 4. <ul><li>Click “Browse Collection” (may take awhile to load, depending on collection size) </li></ul>
  5. 5. <ul><li>Items in collection will appear in the center pane </li></ul>
  6. 6. <ul><li>Select items for editing, option #1: Select All </li></ul>
  7. 7. <ul><li>Select items to edit, option #2: Check off individual items using the checkboxes </li></ul>
  8. 8. <ul><li>Then click “Add to Project (edit)” </li></ul>
  9. 9. <ul><li>Items will turn blue and a lock will appear on the left </li></ul>
  10. 10. <ul><li>Next, click the tab with the name of your project </li></ul>
  11. 11. <ul><li>You will be taken to the screen where you can begin editing your items </li></ul>
  12. 12. <ul><li>You can edit fields directly on this screen, but beware of bugs that will lose your changes </li></ul>
  13. 13. <ul><li>To edit an item, you can either… </li></ul>
  14. 14. <ul><li>… check the item’s checkbox and select “Open in Tab” </li></ul>
  15. 15. <ul><li>… . Or you can double-click any of the item’s fields </li></ul>
  16. 16. <ul><li>Either option will open the screen where you can edit the item’s metadata </li></ul>
  17. 17. <ul><li>Double clicking a field will open a bigger window for easier editing </li></ul>
  18. 18. <ul><li>(Example of what that looks like) </li></ul>
  19. 19. <ul><li>When editing, you can also run “Find & Replace” and “Spell Check” options on metadata </li></ul>
  20. 20. <ul><li>When editing a compound object, you can also select individual pages and add metadata for each of those </li></ul>
  21. 21. <ul><li>To return to main metadata for item, click the name of the item at top of the list of pages </li></ul>
  22. 22. <ul><li>When you’re done editing, you can save two ways: </li></ul>
  23. 23. <ul><li>If you’re only editing one item in a collection, click “Save” on left and “Close” on right. </li></ul>
  24. 24. <ul><li>If you’re editing multiple items, click “Save and Next” (or “Save and Back”) </li></ul>
  25. 25. <ul><li>When you’re done editing, check the items ready to be re-uploaded to the web </li></ul>
  26. 26. <ul><li>Then click “Upload for Approval” </li></ul>
  27. 27. <ul><li>If you are uploading many items at once, you can monitor progress via “View Upload Manager” </li></ul>
  28. 28. <ul><li>Upload Manager (at bottom of screen) shows progress of items being uploaded </li></ul>
  29. 29. <ul><li>Once uploads are complete, click “Administration” menu and select “Approve” </li></ul>
  30. 30. <ul><li>This takes you to the web-based admin approval screen, where you can approve and index items like usual </li></ul>
  31. 31. Editing Existing Items in CONTENTdm <ul><li>That’s it for basic editing! </li></ul><ul><li>A couple extra tips… </li></ul>
  32. 32. <ul><li>Tip #1: Don’t want to edit the item after all? Check the box and click “Delete” at the top. </li></ul>
  33. 33. <ul><li>Deleted items are unlocked and restored to normal on “Find in Collection” tab </li></ul>
  34. 34. <ul><li>Tip #2: Is your item stuck in locked mode despite being approved and re-indexed? </li></ul>
  35. 35. <ul><li>Go to the web-based administration screen and select the “Items” tab. Then select “Lock Administration” from the main menu. </li></ul>
  36. 36. <ul><li>Use “Unlock All” to unlock all items or the individual “unlock” options for specific items or pages </li></ul>
  37. 37. Editing Existing Items in CONTENTdm <ul><li>Questions? </li></ul>

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