Learner guide: CONTENTdm Basic Skills 3 - Maintaining collections in CONTENTdm
Maintain a collection using Project Client
Edit item metadata
- Open your desired project.
- In the Find in Collection tab, search or browse for item.
- Select the item and click Add to project (edit) for editing.
- Click on your project tab.
- Edit the item(s) metadata.
- Upload the edited item(s).
- Approve items and index collection.
Edit object structure and metadata
- Open your desired project.
- In the Find in Collection tab, search or browse for object.
- Select the item and click Add to project (edit) for editing.
- Click on your project tab.
- Edit the object(s) structure and/or metadata.
- Upload the edited object(s).
- Approve items and index collection.
Find and Replace metadata
- Open your desired project.
- In the Find in Collection tab, search or browse for an item or object.
- Select the item or object and click Add to project (edit) for editing.
- Click on your project tab.
- Select Find and Replace to find term(s) in selected items or objects and replace with new term(s)
- Upload the edited items and/or object(s).
- Approve items and index collection.
Replace item
- Open your desired project.
- In the Find in Collection tab, search or browse for an item or object.
- Select the item and click Add to project (edit) for editing.
- Click on your project tab.
- Select Replace Items to replace selected item and edit item metadata
- Upload the edited item(s).
- Approve items and index collection.
Keyboard shortcuts when using project spreadsheet
Shortcut | Description |
---|---|
Tab | Close the current active cell and move one cell to the right |
Shift + Tab | Close the current active cell and move one cell to the left |
Enter | Close the current active cell and move down one row |
Ctrl + c | Copy text from an outlined cell |
Ctrl + v | Insert copied text into an outlined cell |
Ctrl + x | Cut text from an outlined cell |
Ctrl + arrow key | Move to the farthest cell in that direction |
Ctrl + Enter | Insert a carriage return in the text in an active cell. This is displayed when used in a full-text search field. |
Maintain a collection using CONTENTdm Administration
Edit item metadata
- Under the item tab, click edit.
- Search or browse for the item.
- Click the metadata link next to the item to open it.
- Edit the item metadata.
- Click Save changes.
- Index collection.
Edit object structure and metadata
- Under the item tab, click edit.
- Search or browse for the item.
- Click the structure or metadata link next to the item to open it.
- Edit the object structure and/or metadata.
- Click Save changes.
- Index collection.
Find and Replace metadata
Caution: You cannot undo this change.
- Under the item tab, click find & replace.
- Determine whether to replace metadata within one field or all fields, or change metadata in a specific field.
- Find and replace a single field
- Find the term(s) to replace.
- Select the field to search from drop-down.
- Replace with the desired term(s).
- Click replace to update change.
- Find and replace across all fields
- Find the term(s) to replace in all fields.
- Replace with the desired term(s).
- Click replace to update change.
- Change field metadata
- Find and replace a single field
- Index collection.
Add items using CONTENTdm Administration
- Under items tab, click the add link.
- Select add an item or add URL.
- Add metadata for the item.
- Click Save changes to add the item.
- Approve item(s) and index collection.
Build a compound object using CONTENTdm Administration
- Under items tab, click the edit link.
- Search or browse for the items.
- Select items to add to compound object.
- Add or edit object metadata.
- Click Save changes to add the items.
- Approve item(s) and index collection.
Using Tab-delimited method in the Project Client
Import multiple items and metadata using a tab-delimited text file
- Organize your files.
- Import your files into the project.
- Edit your item(s).
- Upload for approval.
- Approve and index collection.
Import compound objects and metadata using a tab-delimited text file
- Organize your files.
- Import your files into the project.
- Edit your object(s).
- Upload for approval.
- Approve and index collection.
Test your knowledge
- If you do not have administrative privileges which permit you to use the Web-based Administration for editing, how can you edit records?
- When replacing multiple items that are already part of a collection, how do you ensure that the existing items are replaced with the correct, new items?
- When using the replace item option, if I have existing technical metadata in the record, e.g. the file size is included in the description field, how do I capture the information for the new item?
- Can I add a new image to a compound object that is already indexed?
- Ja
- Nee
- Is the feature to add a new image to an already indexed compound object available in the Project Client?
- Ja
- Nee
- Is the feature to add a new image to an already indexed compound object in the Web- based Administration?
- Ja
- Nee
- What would be the most efficient method for changing my institution’s name in all the collection records? This information is entered in the publisher field.
- Which feature makes it possible to import legacy metadata?
Supplemental information
- CONTENTdm training - Find this class and additional training content here.
- CONTENTdm technical office hours - Find time and call-in information here.
- CONTENTdm FAQ & Troubleshooting articles
- CONTENTdm Community Center
- Connect with OCLC staff and peers using CONTENTdm.
- Attend webinar events and keep up with product news
Additional questions? Contact OCLC Support in your region.