This slide show was created to assist our partners in uploading items to their digital collections. This is a step-by-step guide to using the ContentDM Project Client.

1. Using the ContentDM Project Client Andrea Weddle, TAMU-C Special Collections

2. What is the Project Client?

3. What is the Project Client? The ContentDM Project Client is a program that allows you to upload new items to your digital collection It also allows you to control your existing collection Items are uploaded directly from partner sites to the server at Texas A&M-Commerce File editing and the entering of metadata occurs at the partner locations

5. Subject

6. Description

7. Creator

8. Publisher

9. Contributors

10. Date

11. Type (Yearbook, photo)

12. Format (JPEG, MPEG)

13. Upload Date

14. Source

16. Building your collection - Items Adding items Items are single files, such as a photograph or a newspaper clipping Examples: Camp County Exhibit at the Northeast State Fair http://dmc.tamu-commerce.edu/cdm4/item_viewer.php?CISOROOT=/camplib&CISOPTR=198&CISOBOX=1&REC=6 Bonham Bargain House http://dmc.tamu-commerce.edu/cdm4/item_viewer.php?CISOROOT=/bonham&CISOPTR=683&CISOBOX=1&REC=11 The following slides will demonstrate how to upload a single file item.

17. Step 1 Either click ‘Add’ and select ‘Item’ or click ‘Add Item’ under ‘Common Tasks’

18. Step 2 Click ‘Browse’ and select the file you wish to upload. Click ‘Add’

19. Step 3 The summary box will open once the item has been successfully added to your spreadsheet. Click ‘Close’ The summary box will open once the item has been successfully added to your spreadsheet. Click ‘Close’

20. Step 4 This is your spreadsheet. From here, you enter the metadata for the item/s you are uploading. If you want to upload multiple items at a time, repeat steps 1-3. The new item you select will be added to the spreadsheet as well. Items are automatically saved in the spreadsheet, allowing you to close the program at any point. Once you reopen the Project Client, your items will still be in the spreadsheet until they are uploaded. Single click a box and start typing to enter the metadata

21. Step 5 Once the metadata is complete, check the box next to the item/s you wish to upload. Any items that are not selected will remain in the spreadsheet Click ‘Upload for Approval’

22. Step 5 (cont) All uploads in the Project Client occur behind the scenes. To view the progress of your uploads, click on the ‘Home’ tab. Click the ‘View Upload Manager’ to view the progress of your upload. All uploads in the Project Client occur behind the scenes. To view the progress of your uploads, click on the ‘Home’ tab. Click the ‘View Upload Manager’ to view the progress of your upload.

23. Step 5 (cont) The upload manager will display the progress of any uploads currently underway.

24. Step 6 Once the items are uploaded, they must be approved To approve the items open ‘Administration’ on the file menu and select ‘Approve’

25. Step 7 ContentDM Administration will open in your default web browser (Internet Explorer, Mozilla Firefox, etc.) To approve and index your newly uploaded items at the same time, select ‘Approve and Index all’ Click ‘go’ ContentDM Administration will open in your default web browser (Internet Explorer, Mozilla Firefox, etc.) To approve and index your newly uploaded items at the same time, select ‘Approve and Index all’ Click ‘go’

26. Building your collection - Items Your single file items are now added to your collection

27. Building your collection – Compound Objects There are two common types of compound objects Type 1 Document. Document with no hierarchy. Examples: International Brotherhood of Locomotive Engineers Rule Book http://dmc.tamu-commerce.edu/cdm4/document.php?CISOROOT=/commerce&CISOPTR=158&REC=3 Booker T. Washington 1963 Wildcat Yearbook http://dmc.tamu-commerce.edu/cdm4/document.php?CISOROOT=/deltalib&CISOPTR=301&REC=2 This type of compound object has no hierarchy It lists each page within the compound object, one after the other

28. Building your collection – Compound Objects Type 2 Monograph. Document with hierarchy, such as chapters in a book Examples: Camp County Obituary Collection http://dmc.tamu-commerce.edu/cdm4/document.php?CISOROOT=/camplib&CISOPTR=4750&REC=8 Clarksville Fire Department Hat and Badge http://dmc.tamu-commerce.edu/cdm4/document.php?CISOROOT=/redriverlib&CISOPTR=1422&REC=18 This type of compound object has a clear hierarchy and can be used to divide one compound object into multiple components

29. Step 1 Either click ‘Add’ and select ‘Compound Objects’ or click ‘Add Compound Objects’ under ‘Common Tasks’

30. Step 2 Click ‘Add’

31. Step 3 Select the type of compound object you wish to upload Click ‘Next’ Select the type of compound object you wish to upload Click ‘Next’

32. Step 4 Click ‘Browse’ to locate the folder on your computer Click ‘Next’ Click ‘Browse’ to locate the folder on your computer Click ‘Next’

33. Step 5 Select ‘Yes’ Click ‘Next’ Select ‘Yes’ Click ‘Next’

34. Step 6 Select ‘Use file names as titles’ Select ‘No transcripts’ Click ‘Next’ Select ‘Use file names as titles’ Select ‘No transcripts’ Click ‘Next’ Select ‘Use file names as titles’ Select ‘No transcripts’ Click ‘Next’

35. Step 7 Click ‘Finish’

36. Step 8 The summary box will open once the item has been successfully added to your spreadsheet. Click ‘Close’ Click ‘Close’

37. Step 9 Your compound object is now ready to be added to your spreadsheet. If you wish to add more compound objects, click ‘Add’ and follow steps 2-8 again. This process can be repeated as needed Once you are finished, click ‘Finish’ Your compound object is now ready to be added to your spreadsheet. If you wish to add more compound objects, click ‘Add’ and follow steps 2-8 again. This process can be repeated as needed Once you are finished, click ‘Finish’ Your compound object is now ready to be added to your spreadsheet. If you wish to add more compound objects, click ‘Add’ and follow steps 2-8 again. This process can be repeated as needed Once you are finished, click ‘Finish’

38. Step 10 Click ‘Close’

39. Step 11 Your compound object will now appear in your spreadsheet. The remaining steps are the same steps you completed to enter metadata and upload single files. Follow steps 4-7 of the uploading single file items instructions to complete the process.

40. Additional Readings Visit the ContentDM User Support Center at http://www.contentdm.org/usc You will need to create a free account You can access tutorials and other resources From the Project Client, click ‘Help’ from the file menu and select ‘Tutorials’ for additional help

41. Contact Andrea Weddle HeirLoom Project Archivist Andrea_Weddle@tamu-commerce.edu Robyn Price HeirLoom Project Cataloging Assistant Robyn_Hollis@tamu-commerce.edu Adam Northam Digital Collections Library Adam_Northam@tamu-commerce.edu This project is made possible by a grant from the U.S. Institute of Museum and Library Services to the Texas State Library and Archives Commission under the provisions of the Library Services and Technology Act