USING THE CONTENTDM PROJECT CLIENTAndrea Weddle, TAMU-C Special Collections

What is the Project Client?

Server @ TAMU-C

Project Client @

Partner Site

Project Client @

Partner Site

Project Client @

Partner Site

Project Client @

Partner Site

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

What is metadata?

Metadata is the descriptive information that accompanies every item within the digital collection

Common metadata fields in ContentDM:

• Title• Subject• Description• Creator• Publisher• Contributors

• Date

• Type (Yearbook, photo)• Format (JPEG, MPEG)• Upload Date• Source• Rights

Building your collection

There are three common ways to upload items to ContentDM1. As items2. As compound objects

1. Without hierarchy2. With hierarchy

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.

Step 1

Either click ‘Add’ and select ‘Item’ or click ‘Add Item’ under

‘Common Tasks’

Click ‘Browse’ and select the file you wish

to upload.

Click ‘Add’

Step 2

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’

Step 3

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

Step 4

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’

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.

Step 5 (cont)

Step 5 (cont)

The upload manager will display the progress of any uploads

currently underway.

Once the items are uploaded, they must be

approved

To approve the items open ‘Administration’ on the file menu and select

‘Approve’

Step 6

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’

Step 7

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

your collection

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.p

hp?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

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/documen

t.php?CISOROOT=/camplib&CISOPTR=4750&REC=8

Clarksville Fire Department Hat and Badge http://dmc.tamu-commerce.edu/cdm4/documen

t.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

Step 1

Either click ‘Add’ and select ‘Compound Objects’ or click ‘Add

Compound Objects’ under ‘Common Tasks’

Step 2

Click ‘Add’

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’

Step 4

Click ‘Browse’ to locate the folder on your

computer

Click ‘Next’

Click ‘Browse’ to locate the folder on your

computer

Click ‘Next’

Step 5

Select ‘Yes’

Click ‘Next’

Select ‘Yes’

Click ‘Next’

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’

Step 7

Click ‘Finish’

Step 8

The summary box will open once the item has been successfully

added to your spreadsheet.

Click ‘Close’

Click ‘Close’

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’

Step 10

Click ‘Close’

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.

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

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