CONTENTdm basic skills 2: Working with text in CONTENTdm Thursday, October 10, 2024 WEBVTT 1 Mindy Tran 00:04:16.260 --> 00:04:35.900 What I'd like to welcome everyone again to content DM basic Skills two, working with text and content DM. For those of you who were with us in session one, welcome back for those of you who were not here with me in session one, welcome also. My name is Mindy Tran and i. 2 Mindy Tran 00:04:35.940 --> 00:04:40.460 I will be leading the session today. This module. 3 Mindy Tran 00:04:41.740 --> 00:05:01.980 Provides an introduction to configure a collection for full text using the compound object wizard to import postcards, documents, and monographs, as well as their accompanying transcripts. We'll also talk about PDF files in this session today, ok. 4 Mindy Tran 00:05:07.980 --> 00:05:27.140 In getting started with content DM, which is our session one, we discussed the steps to build a digital collection. So let's very quickly just review those steps here for those of you who were with us in session one as well as for those of you who've just joined us, in today's session. 5 Mindy Tran 00:05:29.260 --> 00:05:43.060 First of we'll want to add a collection, so in order to add digital items or objects to a collection, your content DM or collection administrator needs to add at least one collection to your library's content DM server. 6 Mindy Tran 00:05:44.500 --> 00:05:46.300 And then configure that collection. 7 Mindy Tran 00:05:48.060 --> 00:05:57.900 To define the collections such as naming the collection describe the collection, what it's about, set up the metadata fields for the collection et cetera. 8 Mindy Tran 00:06:00.060 --> 00:06:20.100 Once a collection has been created and defined, you will use the project client to create a project associated with that collection. You will want to configure your project such as choosing the correct metadata template to use depending on the type of material that. 9 Mindy Tran 00:06:20.300 --> 00:06:22.860 You're adding to the collection. Is it just a. 10 Mindy Tran 00:06:24.420 --> 00:06:32.220 Simple images that you're adding or will you be adding objects which will be which we will be talking about today. 11 Mindy Tran 00:06:34.380 --> 00:06:34.540 And then. 12 Mindy Tran 00:06:36.340 --> 00:06:55.340 When you're ready after you've added the items or objects added the metadata describing the item or objects, upload the digital items to the collection with from your project. And then of course your content DM administrator or collection administrator will. 13 Mindy Tran 00:06:56.980 --> 00:07:08.340 Go in and approve and index the collection before those items or objects are viewable and accessible on your library's content DM public web interface. 14 Mindy Tran 00:07:12.940 --> 00:07:13.660 Questions so far? 15 Mindy Tran 00:07:16.700 --> 00:07:17.900 So as I'm already. 16 Mindy Tran 00:07:19.220 --> 00:07:39.500 Mentioned, our agenda for today really is very focused on configuring or reconfiguring an existing collection for textual materials. There maybe instances where you're not, you won't be creating a new collection, but maybe just reconfiguring that existing collection if you're adding. 17 Mindy Tran 00:07:39.860 --> 00:07:51.820 Different types of material to that, that same collection. An example would be if it's a collection about an individual and that collection may may have. 18 Mindy Tran 00:07:53.260 --> 00:07:59.940 Simple images, it may have postcards, documents or monographs which are compound objects that we'll talk about. 19 Mindy Tran 00:08:02.980 --> 00:08:08.300 And maybe that collection will also have PDF files by or about that individual. 20 Mindy Tran 00:08:18.900 --> 00:08:37.580 Multiple images or scans can be assigned to a single object within content DM creating what we call a compound object. In this way, you can store and retrieve related items including the front and back of postcards, multi. 21 Mindy Tran 00:08:38.340 --> 00:08:46.060 Documents, and up to six views of multidimensional items such as sculptures or picture cubes. 22 Mindy Tran 00:08:48.620 --> 00:09:03.620 Content DM labels these object types as postcard which holds both the front and back images of two sided items such as tickets, flyers or baseball cards. 23 Mindy Tran 00:09:06.340 --> 00:09:15.660 Documents lets you create multiple sequential pages of a report, a journal, photo album or related image sets. 24 Mindy Tran 00:09:18.820 --> 00:09:37.860 Monographs allows you to retain the hierarchical structure of documents including the sections of the monograph, the chapters and pages of that monograph or book. Picture cube is another compound object type in content DM. 25 Mindy Tran 00:09:38.100 --> 00:09:48.300 And this lets you select up to six images to link together views of a three dimensional object. We will not cover importing picture queues in this session. 26 Mindy Tran 00:09:55.500 --> 00:10:15.060 If you recall in getting started with content DM, you must ensure that the collection has been configured and defined properly before adding items to a collection. You can, like I mentioned, you can reconfigure a collections metadata schema and change the collections option. 27 Mindy Tran 00:10:15.780 --> 00:10:16.260 As needed. 28 Mindy Tran 00:10:18.180 --> 00:10:37.980 Looking first at the collection configuration, you will want to be able to edit the metadata attached to your digital items even after they've been added to your collection. You can put into practice a good workflow to be able to retrieve and edit items or. 29 Mindy Tran 00:10:38.180 --> 00:10:50.260 Objects in the future. Before you can add related items, it is a good practice to tag each page with a unique hidden search string. 30 Mindy Tran 00:10:56.220 --> 00:11:13.220 The compound objects that we will be working with today all have accompanying transcripts. For those transcripts to be searchable, we need to edit or add another metadata field to make the data full text search. 31 Mindy Tran 00:11:15.180 --> 00:11:22.460 The full text search feature in content DM makes it possible to search and view the transcript files. 32 Mindy Tran 00:11:25.140 --> 00:11:30.660 Only one metadata field per collection may have a data type of full text search. 33 Mindy Tran 00:11:34.060 --> 00:11:51.380 So these are at least two settings that we will want to configure in advance of importing compound objects, most of which do have a companying transcript files. There will be some configuring that we will want to do with our projects in the project client. 34 Mindy Tran 00:11:58.620 --> 00:11:59.460 Questions so far? 35 Mindy Tran 00:12:04.380 --> 00:12:05.220 Just very quickly. 36 Mindy Tran 00:12:11.020 --> 00:12:15.660 I apologize I lost sight of my mouse here for a second. Yet again. 37 Mindy Tran 00:12:18.100 --> 00:12:35.220 Content DM provides an extension that enables the project client to generate file transcripts using optical character recognition or OCR. This allows the text characters in an image to file to be searched. 38 Mindy Tran 00:12:37.300 --> 00:12:56.900 For compound objects, the extension provides an option to create a PDF of the entire compound object for ease of printing for your users. Now, the accuracy though, of OCR is dependent upon the quality of your scan, the. 39 Mindy Tran 00:12:57.060 --> 00:13:09.340 The quality of the original document that your library have scanned and whether the characters being recognized are type written, whether they're computer generated, hand printed or cursive. 40 Mindy Tran 00:13:11.780 --> 00:13:27.580 Now the font face of the typewritten or computer generated text OCR can perform can be performed on JPEG images JPEG two thousand gift tiff files to name a few, ok? 41 Mindy Tran 00:13:32.220 --> 00:13:48.940 When we look at the project client again, I'll show you where you can activate or enable the OCR if you want to, but it is a separate subscription that's not included as part of your content DM. You'll have to subscribe to that and there's a. 42 Mindy Tran 00:13:50.220 --> 00:14:03.540 And have access to that. And there are, and you have to enable it in the project client and there maybe limitation on how many project clients can have access to it because it's, it's associated with licenses. 43 Mindy Tran 00:14:05.820 --> 00:14:09.900 The optical character recognition program, ok? 44 Mindy Tran 00:14:16.940 --> 00:14:18.780 Questions before we continue here? 45 Mindy Tran 00:14:22.820 --> 00:14:42.500 There are several options for importing compound objects. For this training, we will focus on using the compound object wizard. When using the wizard, all compound objects must be stored in a root or a main directory or folder, ok? 46 Mindy Tran 00:14:43.300 --> 00:14:53.900 The main folder or sometimes you may think of it as directory will have subfolders for the actual image files and for the optional transcript files. 47 Mindy Tran 00:14:55.940 --> 00:15:10.140 If you were also using custom thumbnails or have chosen not to have content DM create your access images, and have these files as well to load, you can have a subfolder for these thumbnails. 48 Mindy Tran 00:15:14.020 --> 00:15:27.100 The organization of your files, the names, the file names are equally important to the success of your import. The root file names for your image files must match the transcript file. 49 Mindy Tran 00:15:30.780 --> 00:15:49.180 You see in this slide we have Bell one dot tiff and bell one dot text. All of the tiff files are the same, are in the same folder as shown on the left side of the slide, and all of our text files is in, are in. 50 Mindy Tran 00:15:49.300 --> 00:15:50.300 In their own folder. 51 Mindy Tran 00:15:52.420 --> 00:15:58.020 This particular structure is what you would expect to see for postcards and for documents. 52 Mindy Tran 00:16:03.620 --> 00:16:11.540 The order of import, is ascending alphanumeric order, so you want to determine your file names accordingly. 53 Mindy Tran 00:16:13.740 --> 00:16:17.860 Page titles are used as navigation for end users. 54 Mindy Tran 00:16:23.860 --> 00:16:42.820 Monographs because they do have a hierarchical structure are a bit more complex. A graph is a compound object with more than one level of items. Monographs are similar to documents, but their pages are organized with a hierarchy. 55 Mindy Tran 00:16:43.060 --> 00:16:48.700 As in the case of a book with chapters or a report with sections. 56 Mindy Tran 00:16:52.980 --> 00:17:05.459 Content DM has two ways of establishing directory structure, either mimicking the existing directory structure or using what we call a tab delimit text file, which we will. 57 Mindy Tran 00:17:07.420 --> 00:17:08.420 Discuss in session three. 58 Mindy Tran 00:17:10.579 --> 00:17:23.180 If using directory structure monographs require that the files be stored in subdirectories within the main directory to create a hierarchy. 59 Mindy Tran 00:17:25.300 --> 00:17:36.260 Content DM supports up to nine levels of hierarchy within a monograph. I don't know if libraries ever use that many levels, but. 60 Mindy Tran 00:17:38.020 --> 00:17:40.500 You can go as deep as. 61 Mindy Tran 00:17:42.500 --> 00:17:43.460 Nine, ok? 62 Mindy Tran 00:17:45.460 --> 00:17:48.140 As you can see here, history of how canals. 63 Mindy Tran 00:17:50.180 --> 00:18:09.700 Your text files are associated with your monograph must be stored in another separate folder and saved as dot text files with root file names that correspond to the image file names. So they, as you see here, the transcript files are in its own folder. 64 Mindy Tran 00:18:11.540 --> 00:18:15.340 Separate from the directory for the text. 65 Mindy Tran 00:18:17.380 --> 00:18:17.700 Files. 66 Mindy Tran 00:18:19.340 --> 00:18:38.300 Content DM always import file files in the root directory or what we call the main directory first, and then it imports the subdirectories. So in this example, on the screen, the root directory is history of. 67 Mindy Tran 00:18:39.540 --> 00:18:59.660 Ohio Canals and the first items to appear in your imported monograph will be the files shown below the subdirectories zero, zero zero one underscore cover dot tiff zero zero two underscore inside cover dot tiff zero zero three underscore map dot tiff etcetera until all of those files. 68 Mindy Tran 00:19:00.900 --> 00:19:14.260 Have been imported. After the individual files are imported, then the subdirectories are chapters will will be imported. So chapter one, then chapter two, three, four, and so on. 69 Mindy Tran 00:19:16.860 --> 00:19:21.740 In this example, shown the directory or the chapter two. 70 Mindy Tran 00:19:24.020 --> 00:19:43.460 Contains files and subdirectory of its own section one, for instance. So content DM will import the files zero one underscore fifteen dot tiff to zero four underscore eight page eighteen dot tiff first before the subdirectory. 71 Mindy Tran 00:19:44.260 --> 00:19:48.980 Before the files under the subdirectory section one. Okay. 72 Mindy Tran 00:19:52.860 --> 00:20:07.940 Again, order of import is always ascending alphanumeric order. In these examples, the numeric prefixes that you see like zero zero one underscore or zero one underscore help to establish the order of import. 73 Mindy Tran 00:20:16.260 --> 00:20:16.780 Questions about that? 74 Mindy Tran 00:20:23.220 --> 00:20:27.020 When you So just to, when you. 75 Mindy Tran 00:20:28.460 --> 00:20:35.060 Import compound objects, the majority of your time probably will be spent on making sure. 76 Mindy Tran 00:20:36.980 --> 00:20:38.500 That your file organization. 77 Mindy Tran 00:20:39.780 --> 00:20:47.940 Is correct depending on the type of compound object that you are importing in. Is it a postcard, a two sided in. 78 Mindy Tran 00:20:49.540 --> 00:21:09.740 Compound object? Is it a document which is sequential, like a report with no sections and no hierarchy or is it a monograph? So you want to make sure that your file organization is correct, using prefix to tell project client and content DM, the order that you. 79 Mindy Tran 00:21:09.980 --> 00:21:26.780 Want the monograph or the document to be imported in, and if there's any transcripts making sure that the transcript file names are named exactly the same. As the image file that it corresponds to. 80 Mindy Tran 00:21:33.540 --> 00:21:53.700 Before I demonstrate this process live, let's very quickly review the process to build a compound object here. First, you'll want to make sure that your file organization is correct. You want to make sure that you can access all the files and the file names and directory structure is ready for import. 81 Mindy Tran 00:21:54.140 --> 00:21:59.820 And all of that is done outside of content DM outside of the project client. 82 Mindy Tran 00:22:01.540 --> 00:22:04.380 Next, you'll want to make sure that your collection. 83 Mindy Tran 00:22:06.260 --> 00:22:11.060 And your project are set up for full text if you have searchable transcript files. 84 Mindy Tran 00:22:13.540 --> 00:22:33.020 Once you start up the compound wizard in the project client, you will be prompted to identify the location of the image files and then if you have successfully configured your collection so that one metadata element has full text as its data type, you will be. 85 Mindy Tran 00:22:33.220 --> 00:22:39.740 Prompted to identify the location of the transcript file that you wish to import at the same time. 86 Mindy Tran 00:22:46.260 --> 00:22:59.300 So before we can import our compound objects, the first thing we'll want to do is either create a new collection specifically for textual materials or reconfigure our existing collection. 87 Mindy Tran 00:23:03.900 --> 00:23:14.260 To handle textual materials that we bring in. Okay, so I'm gonna go switch my screen over to my browser and I'll go out to my content DM administration. 88 Mindy Tran 00:23:16.060 --> 00:23:35.780 My server, navigate to my collection and I'm going to reconfigure my existing collection from our session one, which is called the Craven family October twenty twenty four collection, and if this collection is not the one that's showing as the current collection here. 89 Mindy Tran 00:23:36.420 --> 00:23:47.740 We can select it from the dropdown and make sure that we change it to this collection because we do not want to configure or reconfigure an incorrect collection. 90 Mindy Tran 00:23:49.860 --> 00:23:55.260 And then we'll go straight to our metadata field. So I'm gonna go ahead and click on our field. 91 Mindy Tran 00:23:56.980 --> 00:24:00.020 Link here or the field properties here on the screen. 92 Mindy Tran 00:24:01.740 --> 00:24:02.700 Takes us to the same place. 93 Mindy Tran 00:24:04.100 --> 00:24:11.260 We are not changing really anything here. We are adding, two new. 94 Mindy Tran 00:24:12.980 --> 00:24:15.940 Fields based on, the requirement. 95 Mindy Tran 00:24:17.860 --> 00:24:27.140 To add text or material. One of that is adding a tag to this existing metadata schema. So I'll go ahead and add. 96 Mindy Tran 00:24:29.140 --> 00:24:47.780 And I'll just call this field name tag, and this field isn't really mapping to any Dublin core element, but it is something that we want to have so that we, when we go in at a future date to, you know, edit, items or objects. 97 Mindy Tran 00:24:50.860 --> 00:24:55.580 Items in this compound object, we want to be able to retrieve all of those. 98 Mindy Tran 00:24:58.420 --> 00:25:17.420 Items, ok? It may not make a lot of difference if you use the project client to make these edits, but it does make a difference if you are editing using the content DM administration to do so, because, as we will see in session. 99 Mindy Tran 00:25:18.260 --> 00:25:37.260 When we talk about maintaining collections, how this particular field or a field similar to this that you set up for the collection would make a difference if you want to retrieve not just the object level metadata, but everything associated with an object. So that you can make edits. 100 Mindy Tran 00:25:40.620 --> 00:25:44.180 For this one, our data type will just be text. 101 Mindy Tran 00:25:46.820 --> 00:26:05.660 We do want to make it searchable, but we want to hide it from the public. This is only for internal use because we want this tag. It's more for our internal use to make, to, to manage the items or objects in this collection in the future. 102 Mindy Tran 00:26:09.380 --> 00:26:10.580 And save it, ok? 103 Mindy Tran 00:26:14.100 --> 00:26:32.380 The other tag that we want to add or the other field that we wanted to add was a transcript field. And this is so that we can import text files associated with our compound objects or other texture materials like the PDF that we will import. 104 Mindy Tran 00:26:33.860 --> 00:26:49.700 In the future. Okay, we want to have be be able to have a field where those texts can be in that field for it to be searchable by us, as the project client as the library's metadata. 105 Mindy Tran 00:26:51.220 --> 00:27:01.460 Working with these items as well as for our users. And so I'll go ahead and add this field. For this one, I'll call I'll just call this transcript. 106 Mindy Tran 00:27:05.580 --> 00:27:07.460 For some libraries, they may. 107 Mindy Tran 00:27:10.540 --> 00:27:22.460 Map this to descriptions so that searching for this can be across multiple collections, ok? So this is really up to you whether you want to. 108 Mindy Tran 00:27:25.700 --> 00:27:35.420 To have to map this transcript field to a Dublin core element or not if you want this to be searched across collections or just only within. 109 Mindy Tran 00:27:37.060 --> 00:27:37.540 The collection. 110 Mindy Tran 00:27:39.500 --> 00:27:48.620 Okay, if you only want the transcript field to be searched within this collection, then you would map use the Dublin core map as. 111 Mindy Tran 00:27:50.140 --> 00:27:51.580 You map it to none. Or. 112 Mindy Tran 00:27:55.100 --> 00:27:55.500 In this case. 113 Mindy Tran 00:27:57.700 --> 00:28:17.300 The other thing that you want to do is if you want this to be, changed to full text search so that you can import a transcript in a text file in for to a company the images for the textual material, for the compound object, ok? If you don. 114 Mindy Tran 00:28:18.660 --> 00:28:33.060 Your collection administrator did not set up a field with a data type full text search, when you go to import a compound object, one of the things you'll notice is that you will not be prompted to import a transcript file. 115 Mindy Tran 00:28:35.420 --> 00:28:35.900 So that's your. 116 Mindy Tran 00:28:37.940 --> 00:28:46.820 Indication that there isn't a field that's set up in out in the collection on the server with the data type full text search. 117 Mindy Tran 00:28:48.780 --> 00:28:59.020 We wanna make it searchable. We do not want to hide our transcript field from our users, so we said no, and then just go ahead and save the changes. 118 Mindy Tran 00:29:02.500 --> 00:29:03.300 And we are done. 119 Mindy Tran 00:29:08.620 --> 00:29:08.860 Creating. 120 Mindy Tran 00:29:10.620 --> 00:29:20.980 This collection, adding two fields to reconfigure this collection, right? And as a collection administrator, you can just close it out, ok? 121 Mindy Tran 00:29:25.500 --> 00:29:26.180 In order to. 122 Mindy Tran 00:29:29.380 --> 00:29:37.420 Begin importing compound objects, we want to pull it, do that in the project client. So you can open up your project client if you don't have it open. 123 Mindy Tran 00:29:39.980 --> 00:29:58.820 I am going to open that up in my, on my desktop here. I'll just double click on it to open it up. When I open it up, it is to the Craven photo to a, project that I currently have created before. Now, you can always use the same project. 124 Mindy Tran 00:29:59.260 --> 00:30:06.180 If it's associated with the collection that you're working, that you're working with. Some project client operators. 125 Mindy Tran 00:30:07.660 --> 00:30:27.860 Like to create a different project to kind of keep their material separate. Their image files that they're working with separate and their textual compound objects and textual materials separate because so that they don't have to go, constantly go back and forth. 126 Mindy Tran 00:30:29.380 --> 00:30:36.100 To reconfigure the metadata templates for our project. So they want to be able to just keep them separated. 127 Mindy Tran 00:30:38.900 --> 00:30:57.020 But like I said, for the, you can always just use the same project as long as that project is associated with the collection that that you're working with or that is supposed to import, upload it to that, to that right collection, ok? 128 Mindy Tran 00:31:00.300 --> 00:31:08.860 In this case, I'm gonna go ahead and create a new project. I'm gonna go ahead and create a new project associated with this collection. 129 Mindy Tran 00:31:17.620 --> 00:31:21.340 It's my October, and I'm just gonna call this. 130 Mindy Tran 00:31:28.140 --> 00:31:31.620 Craven text to know that I'm working with textual materials. 131 Mindy Tran 00:31:33.300 --> 00:31:53.660 And just finish. In this case, one of the things that you need to keep in mind if you have your project client open while you're administrator is making changes to the metadata schema, it doesn't automatically pop make the change if you have your project client open. You either wanna. 132 Mindy Tran 00:31:53.860 --> 00:32:00.060 Close your project client and open it up again, then it will refresh and pull down. 133 Mindy Tran 00:32:01.500 --> 00:32:21.860 Data from the collection or updated content from the collection or you can close the project and open it again, not that your project client entirely, but close that project and open it again and it will refresh and pull down recent data from or any changes that's been made. 134 Mindy Tran 00:32:22.500 --> 00:32:27.420 In the collection like adding two new fields for two metadata fields for instance. 135 Mindy Tran 00:32:30.620 --> 00:32:39.780 So one of the first things that we probably want to do like if you recall is to edit our metadata templates so that it makes importing. 136 Mindy Tran 00:32:41.060 --> 00:32:51.540 Our images or our materials easier with data that's being added or automatically extracted for us. So very quickly. 137 Mindy Tran 00:32:53.260 --> 00:33:09.020 I just want to go in. I wanted to show you here under project settings manager OCR. If you have a license or licenses for the optical character recognition, this is where you can activate it, ok? 138 Mindy Tran 00:33:11.100 --> 00:33:17.420 And set that up. That's all I wanted to say about that just to show you where that resides in the project client. 139 Mindy Tran 00:33:19.740 --> 00:33:23.300 So I want to go in and set up the metadata template. 140 Mindy Tran 00:33:25.260 --> 00:33:32.420 For the image template, I'm going to use that and I want to make sure that I edit the image template. 141 Mindy Tran 00:33:36.740 --> 00:33:39.340 This source is automatically extracted for me. 142 Mindy Tran 00:33:41.580 --> 00:33:48.300 By the file name and put in here, where I want the catalogger to just. 143 Mindy Tran 00:33:52.140 --> 00:33:54.140 For me, because I am the one that is. 144 Mindy Tran 00:33:57.900 --> 00:34:03.900 Adding these items in here. You'll notice the tag and the transcripts are here, ok? 145 Mindy Tran 00:34:06.900 --> 00:34:25.780 I may not have anything else that I need to worry about here except for the tag. If I know that I'm bringing in by importing a number of postcards, I might want to just have the tags here say start out with postcard, underscore something. 146 Mindy Tran 00:34:26.780 --> 00:34:29.700 So that I don't have to worry about. 147 Mindy Tran 00:34:31.379 --> 00:34:32.659 Typing it in each time. 148 Mindy Tran 00:34:36.220 --> 00:34:45.379 Looks good to me, don't have anything else that I want to worry about here in the metadata template. So I'll go ahead and say, OK. 149 Mindy Tran 00:34:48.659 --> 00:35:06.980 The other metadata template that I'm might want to set up is the compound object template because there are metadata in the object at the object level that I want to add here for my postcards or my documents or my monograph that may not, that I don't want. 150 Mindy Tran 00:35:07.660 --> 00:35:08.340 In the individual. 151 Mindy Tran 00:35:10.380 --> 00:35:28.380 Templates in the individual images. So go ahead and edit this here to say, I still want the source to be extracted and the file name to be put here. I do want my catalogger to. 152 Mindy Tran 00:35:30.100 --> 00:35:33.100 To be put in here, my transcript field, my tag. 153 Mindy Tran 00:35:37.140 --> 00:35:43.340 I do want that information here, but I want in the relation to have it say. 154 Mindy Tran 00:35:47.940 --> 00:35:51.660 I also want in the format here to say. 155 Mindy Tran 00:35:58.900 --> 00:36:08.620 That the format for this compound object is a postcard, and I want it to have it here in this format typed it in. Everything looks good. 156 Mindy Tran 00:36:13.700 --> 00:36:17.260 Say ok, and now I am ready to go out and import my. 157 Mindy Tran 00:36:20.580 --> 00:36:21.220 Compound object. 158 Mindy Tran 00:36:22.620 --> 00:36:26.060 So the first one that I want to do is I want to bring in a postcard. 159 Mindy Tran 00:36:27.860 --> 00:36:29.180 I want to go over to my. 160 Mindy Tran 00:36:31.220 --> 00:36:37.540 Tab for the project, here, and I wanna add a compound object. 161 Mindy Tran 00:36:40.620 --> 00:36:53.820 I can go ahead and click, the link on the common task on the left hand side or I can go up to the my add menu and say, I want to add a compound object and it opens up the wizard. 162 Mindy Tran 00:36:56.580 --> 00:36:58.660 Do it using the compound object wizard. 163 Mindy Tran 00:37:00.380 --> 00:37:09.740 So go ahead and click add, it's going to ask me what type of compound object I'm adding, postcard. I am not. 164 Mindy Tran 00:37:11.460 --> 00:37:16.660 Adding this using the tab to limit files so we will say leave it at no. Next. 165 Mindy Tran 00:37:18.300 --> 00:37:31.180 Where is the directory name? Where is the folder that contains your compound, the images for your postcard compound object? I'm gonna browse out and point the project client to. 166 Mindy Tran 00:37:33.740 --> 00:37:36.140 My desktop image for the. 167 Mindy Tran 00:37:37.540 --> 00:37:53.220 Bell postcard, ok? So under the bell postcard, there is an folder for scan and a folder for text, which is the transcript. I'm going to highlight the entire folder for that contains all of my scanned images for the postcard. 168 Mindy Tran 00:37:55.540 --> 00:37:56.100 Say ok. 169 Mindy Tran 00:38:00.580 --> 00:38:12.620 Do I want content DM to generate display images? Yes, because I don't have any particular, I don't have a separate thumbnails, so I'm gonna say yes here for content DM to generate display images. 170 Mindy Tran 00:38:15.380 --> 00:38:35.540 Now it's telling me, do I want to use the file name as my titles since i've spent time to name them specifically as Bell one dot tiff or Bell one dot jpeg? Bell one bell two, I am saying that yes, use the file name as a titles that will appear. 171 Mindy Tran 00:38:35.740 --> 00:38:38.180 For the end users. And then now. 172 Mindy Tran 00:38:40.100 --> 00:38:48.460 Next yes, I do have transcripts for this postcard. If you, if this section is grayed out. 173 Mindy Tran 00:38:50.380 --> 00:39:05.820 If you're not able to click to point the project client to where your transcript file exists, that means that the collection does not have a field that it says that is set excuse me, for full text. 174 Mindy Tran 00:39:08.300 --> 00:39:08.580 Search. 175 Mindy Tran 00:39:12.340 --> 00:39:14.500 I'm gonna browse out and point it to where. 176 Mindy Tran 00:39:18.500 --> 00:39:25.300 Bell postcard text files are. I'm gonna click on the entire one and there is the bell post two. 177 Mindy Tran 00:39:26.980 --> 00:39:30.860 That, has file that's there, say ok. 178 Mindy Tran 00:39:34.140 --> 00:39:45.420 Next, it's going to give me a summary of what it's importing to ask me is this correct? Before I click finish? So I'm importing two image files from this. 179 Mindy Tran 00:39:46.700 --> 00:39:56.420 Folder or directory and I'm importing one text file from the bell postcard. And that can be ok. 180 Mindy Tran 00:39:58.780 --> 00:40:09.180 Because sometimes postcards, it's only written on the second side, on the, but not on, you know, side one, for instance. So I'll go ahead and say finish. 181 Mindy Tran 00:40:11.060 --> 00:40:25.140 And it tells me that there's there isn't a postcard file for bell post one, just a warning, that's ok, because like I said, you may not have a text file for the image side of a postcard. 182 Mindy Tran 00:40:27.860 --> 00:40:38.420 Close it to dismiss it and it brought you here to the compound object area. You, it's not going to start importing this until. 183 Mindy Tran 00:40:40.100 --> 00:40:52.140 You're done. Now, if you have another postcard to import, you go through the same process again. I'm gonna go, I do have another one to import. So I'm gonna go ahead and say, add. 184 Mindy Tran 00:40:54.060 --> 00:41:11.820 Postcard again. It remembered the last compound object type that I selected. Next I'm gonna point it out to another postcard that I have called the Paris postcards. I'm gonna go ahead and import the. 185 Mindy Tran 00:41:13.100 --> 00:41:15.780 JPEG file for it. Okay. 186 Mindy Tran 00:41:17.740 --> 00:41:35.500 Say ok, next, again, generate display images, next, yes I'm gonna use the file names as my title, my transcript file is in a different directory, so I'll point it to the Paris postcard. 187 Mindy Tran 00:41:39.460 --> 00:41:48.700 Say ok, next confirm that these are the correct directory for the images and the correct directory for the transcripts. 188 Mindy Tran 00:41:50.260 --> 00:42:10.020 Finish. Again, it's giving me a warning that it only found one text file and there isn't one for the Paris one dot text to associate with the Paris one dot jpeg. For instance. That's fine. Close it and now I have two postcards. 189 Mindy Tran 00:42:10.820 --> 00:42:31.060 That are here. Now, I can edit the title of the postcard, the name of the postcard here or I can edit after I've imported. If you want to edit it here, like for this one, this is the bell postcard, so I'm gonna, I know that it is. I'm gonna call it bell post, change it to bell postcard. I'm going to. 190 Mindy Tran 00:42:31.180 --> 00:42:39.260 Leave the other one as just JPEG and show you how to edit that after you've imported it into the project. In the project client. 191 Mindy Tran 00:42:40.860 --> 00:42:57.700 So if you've added all of your postcards, looks good, you can just go ahead and say finish and walk away, grab a couple of coffee or something and come back and to both of your postcards should be imported into the project. 192 Mindy Tran 00:43:00.700 --> 00:43:06.780 We'll see here, close it out to dismiss the summary, and now both of your postcards are here. 193 Mindy Tran 00:43:08.260 --> 00:43:09.540 In this project spreadsheet. 194 Mindy Tran 00:43:15.700 --> 00:43:25.340 You'll need to edit, but as you can see here, what you are looking at here in this project spreadsheet is the object level metadata. 195 Mindy Tran 00:43:26.940 --> 00:43:46.420 For this, ok? So for this one, I can always edit right here and I can put in here bell. That's the tag, it's not just postcard, but it has an actual name to it. I can edit as we remembered in the our first session at the project spreadsheet here. 196 Mindy Tran 00:43:49.860 --> 00:44:00.900 We are editing only our, at the object level or looking at only the object level, you don't see a transcript here because there isn't a transcript associated at the object level. 197 Mindy Tran 00:44:03.340 --> 00:44:16.420 So if I want to edit this, I can double click to open this and its own metadata. You'll see on the left hand side what we call the structure of this postcard. So. 198 Mindy Tran 00:44:19.620 --> 00:44:38.900 Where my highlight, this was what I had made the change in the, in the wizard for the bell postcard. So you can see that here. This will also be, the title and the navigation for the end user on the website side. 199 Mindy Tran 00:44:40.420 --> 00:45:00.180 Bell one, so object level, if I edit, anything here, this is at the object level. It describes the entire postcard. So I can, if I put a step into the TGM subject field, I can see, if I. 200 Mindy Tran 00:45:00.580 --> 00:45:12.380 Put in airplane, for instance or aircraft, that's probably more appropriate, Double click to add this here as the aircraft. That's the whole postcard, ok? 201 Mindy Tran 00:45:14.380 --> 00:45:23.220 The other thing is maybe this is a voyage around the world. I think that's kind of what this postcard represents. 202 Mindy Tran 00:45:26.820 --> 00:45:31.580 I can put a description in here describing the entire postcard. 203 Mindy Tran 00:45:33.940 --> 00:45:43.820 Otherwise I have nothing else to add here. If I need to edit the individual pages associated with this object, I can click. 204 Mindy Tran 00:45:45.980 --> 00:45:56.820 Into bell post one, and this is the metadata that I want to describe the, the front page of this postcard. 205 Mindy Tran 00:46:00.020 --> 00:46:08.420 And notice the tag is blank. I can put in the subject for this is probably again aircraft. 206 Mindy Tran 00:46:15.980 --> 00:46:17.100 That's the front side of it. 207 Mindy Tran 00:46:19.780 --> 00:46:24.420 And then if I want to edit the metadata for the other side, the second page. 208 Mindy Tran 00:46:26.260 --> 00:46:31.540 You will see Bell post two, and here I might say. 209 Mindy Tran 00:46:33.300 --> 00:46:36.260 This is describing the voyages around the world. 210 Mindy Tran 00:46:39.460 --> 00:46:59.380 It also, if you notice, that the transcript that we brought in is associated with the second page or the other side of this postcard. So if I open it up, you can see here the postcard, the transcript that we brought in, the text file is added here to. 211 Mindy Tran 00:47:00.060 --> 00:47:06.820 To the field, the transcript field for the second side of the postcard. Okay. 212 Mindy Tran 00:47:10.940 --> 00:47:22.380 Each compound object, it may not make that big of a deal for a postcard, but you can view the structure which is what we're looking at here. 213 Mindy Tran 00:47:23.860 --> 00:47:43.860 And clicking on each of them to edit the metadata for each of the pages, the object, which is the bell postcard, bell post one and bell post two are the individual items associa that's part of this object bell post card. Or I can. 214 Mindy Tran 00:47:44.140 --> 00:47:54.340 Click on this to view the spreadsheet, so each compound object can be viewed in its own spreadsheet. So that you can take advantage of. 215 Mindy Tran 00:47:56.260 --> 00:47:57.300 You can take advantage of. 216 Mindy Tran 00:47:59.460 --> 00:48:10.700 For this one, I want the tag to be the same as the object levels so from I can just click here and say, fill all to be the exact same thing. 217 Mindy Tran 00:48:12.980 --> 00:48:26.700 And if I edit here I can say I want the relation to be the same also for the individual page level of this compound object. I can right click on my mouse and then say fill down from this point. 218 Mindy Tran 00:48:28.340 --> 00:48:28.540 Okay. 219 Mindy Tran 00:48:31.780 --> 00:48:34.460 Everything else looks good. I can just save it. 220 Mindy Tran 00:48:36.500 --> 00:48:44.820 Close it and it will take me back to the project spreadsheet that lists that shows only the object level of my compound object. 221 Mindy Tran 00:48:50.780 --> 00:48:58.300 And then when I'm done, I just select it and upload it for approval, out in the collection. 222 Mindy Tran 00:49:01.780 --> 00:49:07.780 Same thing with the second postcard that I have here. I can double click to edit. Now, if I edit. 223 Mindy Tran 00:49:11.220 --> 00:49:14.900 Let's say I want to edit this to say Paris postcard. 224 Mindy Tran 00:49:16.980 --> 00:49:26.140 You are editing the structure of the post of this compound object. That is separate from editing the title. 225 Mindy Tran 00:49:28.420 --> 00:49:37.420 In the metadata itself, ok? So it's to your editing two separate things or two separate sections or two, two separate areas. 226 Mindy Tran 00:49:38.740 --> 00:49:58.940 When you edit under here, you're editing the structure of the compound object, the name and the title that appears for navigation to the end, to you as well as to the end user, out on the public site. If you also want to edit the title of this object, you would need to step. 227 Mindy Tran 00:50:00.060 --> 00:50:06.020 Title field in the metadata for this and also edit this as the Paris postcard. 228 Mindy Tran 00:50:07.540 --> 00:50:07.740 Okay. 229 Mindy Tran 00:50:11.420 --> 00:50:14.620 You would still, you need to step in here and. 230 Mindy Tran 00:50:20.420 --> 00:50:22.180 Edit in this way. Okay. 231 Mindy Tran 00:50:33.500 --> 00:50:43.020 Just travel. And click into each individual page to edit the metadata for that corresponds to each. 232 Mindy Tran 00:50:45.620 --> 00:50:55.820 Page level or item level that's associated with this compound object. The backside of this, the front side of this, ok? 233 Mindy Tran 00:50:57.620 --> 00:51:04.020 Or view the spreadsheet, ok? So you'll notice that. 234 Mindy Tran 00:51:06.860 --> 00:51:26.060 The subject field is here, but every time if you hover your mouse, you'll see that the subject field is required or the TGM field is required, but right now it's it's blank. Okay, so that's an indication to you as the project client operator that you need to go. 235 Mindy Tran 00:51:27.460 --> 00:51:29.940 And make sure that you add a subject. 236 Mindy Tran 00:51:32.740 --> 00:51:34.180 For this postcard. 237 Mindy Tran 00:51:36.820 --> 00:51:40.260 For this Paris one page and Paris two page. 238 Mindy Tran 00:51:54.220 --> 00:51:55.180 We'll just call it the same. 239 Mindy Tran 00:52:08.580 --> 00:52:12.940 And here in the Paris postcard here, we changed this to. 240 Mindy Tran 00:52:15.060 --> 00:52:18.020 So we're editing it one at a time. 241 Mindy Tran 00:52:20.220 --> 00:52:25.460 Or we can go to its own project spreadsheet and I want to fill down. 242 Mindy Tran 00:52:27.700 --> 00:52:28.660 Or fill all here. 243 Mindy Tran 00:52:37.860 --> 00:52:39.460 Say it, close it. 244 Mindy Tran 00:52:46.180 --> 00:53:06.220 And upload it to for approval. Okay, how does the administrator decide which fields are mandatory to fill? Is this decision based on any standards? It's, it's be it probably the standard for your library because these are your libraries collection. So. 245 Mindy Tran 00:53:08.100 --> 00:53:27.100 There are probably best practice or standards that your library or your digital program have come up with to say for this collection, these are the fields that we require anyone adding items to this collection passed to describe this collection has to contain a subject, has to contain. 246 Mindy Tran 00:53:27.500 --> 00:53:47.540 Source. So those mandatory fields are decisions made by your library because these collections are your library or your institution's collection. So you make that determination. So your library makes that determination. And we leave it up to your library to decide, because you're adding these collections. 247 Mindy Tran 00:53:47.660 --> 00:53:50.940 And you're adding these items and you're describing them and. 248 Mindy Tran 00:53:52.740 --> 00:54:01.380 Your administrators based on your libraries digital program library policy decide what fields are required. 249 Mindy Tran 00:54:03.300 --> 00:54:21.820 And those and those fields, again, could be like any cataloging may follow a catalogging guideline that says sub, there needs to be a subject describing this. There needs to be a description there needs to be a date added to this. There needs to be an. 250 Mindy Tran 00:54:24.860 --> 00:54:31.340 A creator or an author for this, provided that one exists or that is known. 251 Mindy Tran 00:54:33.180 --> 00:54:41.820 And so those guidelines are set up by your library for your, for the collections that you're adding to your content DM instance. 252 Mindy Tran 00:54:45.580 --> 00:54:46.060 Other questions. 253 Mindy Tran 00:54:49.900 --> 00:54:59.980 So we have two postcards that often ready, waiting for approval. Now, what if I want to add a document. 254 Mindy Tran 00:55:02.700 --> 00:55:03.020 Same way. 255 Mindy Tran 00:55:05.100 --> 00:55:21.500 Except in this case, maybe I want to go and just make a very quick edit to my metadata template for the compound object. This time since I'm bringing in documents, my format in this case, I have to go in and change this to. 256 Mindy Tran 00:55:23.220 --> 00:55:25.540 Documents or maybe it maybe. 257 Mindy Tran 00:55:31.380 --> 00:55:35.140 A specific type of document, ok? And here I can say. 258 Mindy Tran 00:55:40.700 --> 00:55:45.740 I can call this document and I'll call the format. These are. 259 Mindy Tran 00:55:50.340 --> 00:56:10.340 Maybe they're handwritten letters that I'm bringing in. It's a ti it's a format, ok? I'll go ahead and say ok, so I want to make a minor just minor edits to my metadata template. This is an example of, a reason why some catalogger. 260 Mindy Tran 00:56:10.700 --> 00:56:12.220 Project client operators. 261 Mindy Tran 00:56:14.420 --> 00:56:30.620 Go in, project client operators want to create different projects for different types of materials so that they do not have to constantly go back and forth to the metadata template and make these minor, these changes, ok? 262 Mindy Tran 00:56:48.460 --> 00:56:56.060 There's a question in chat. How do I get rid of the small gold block to the left of the thumbnail? And I, if. 263 Mindy Tran 00:56:57.980 --> 00:57:18.020 I may need you to expand a little bit more on that. You're talking about when you are searching like find in collection and either your browsing the collection or you are searching for an item or object from that already exists in the collection and then there's a, there's a, a. 264 Mindy Tran 00:57:18.260 --> 00:57:38.660 A gold lock that's next to your items, is that right? That means that the item is locked for you. You can still view it, your users can still view it and edit, not edit, view it and look at the items out on the public site and you can still view it in the project client or in your collection, but you. 265 Mindy Tran 00:57:38.660 --> 00:57:56.460 You can't make any changes or edit to it because either the item is currently being edited by someone else in working on that collection or the item for some reason is locked, so you may need to go and unlock that item for object from the collection out on the server. 266 Mindy Tran 00:57:59.860 --> 00:58:18.780 Or if you don't have, then you may need to tell, ask your collection administrator to unlock it. I'll show when we go out and look at the collection I can show you where that resides, but we do talk about maintaining, which is part of editing items or objects in the collection. 267 Mindy Tran 00:58:19.660 --> 00:58:21.420 The other thing is that it could be that. 268 Mindy Tran 00:58:23.460 --> 00:58:43.060 The item might have been edited by you, uploaded for index approval, but it hasn't been indexed yet, so the items by the I, the collection hasn't been indexed yet or reindexed, so the item remains locked to any other project client operator until. 269 Mindy Tran 00:58:43.340 --> 00:58:49.700 The collection has been re indexed and the changes that's been made to that item or object have taken effect. 270 Mindy Tran 00:58:53.740 --> 00:58:59.980 Was it indexed? Has it been indexed since it's been changed the item or object has been changed? 271 Mindy Tran 00:59:06.380 --> 00:59:18.900 Then there's probably something going on. You may need to go and see if the item is object is still locked for some reason and if that's still not the case, I would contact OCLC support. 272 Mindy Tran 00:59:21.380 --> 00:59:26.580 For help in that case, then there maybe something else that's happening behind the scenes. Okay? 273 Mindy Tran 00:59:32.780 --> 00:59:43.860 When we go out to the content DM administration, I'll show you where you can look and then if that doesn't resolve it, then it's time to call OCLC support, ok? 274 Mindy Tran 00:59:46.500 --> 00:59:47.140 Any other questions. 275 Mindy Tran 00:59:50.380 --> 00:59:54.660 So what if I want to bring in a compound object type document. 276 Mindy Tran 00:59:57.100 --> 01:00:03.340 Same thing, it's a compound object, so I want to go in and add a compound object, but in this. 277 Mindy Tran 01:00:04.900 --> 01:00:11.180 Using the wizard, so go ahead and click on add here. I want to this time add a document though. 278 Mindy Tran 01:00:13.660 --> 01:00:17.980 And I'm not adding it as a tab delimited. I'll go say next. 279 Mindy Tran 01:00:20.060 --> 01:00:32.340 Now I want to point to the directory that contains the document itself. So I'm gonna browse out. I am bringing in a, document at. 280 Mindy Tran 01:00:34.220 --> 01:00:42.460 Edgar Craven letter and I'll bring in, these are all of the images of the Edgar Craven letter. There's four pages to it. 281 Mindy Tran 01:00:44.420 --> 01:00:44.900 Say ok. 282 Mindy Tran 01:00:47.100 --> 01:00:49.820 Next, same process. It's just walking you through. 283 Mindy Tran 01:00:51.500 --> 01:00:53.780 The wizard is just doing that. Next. 284 Mindy Tran 01:00:55.220 --> 01:00:56.020 I am going to. 285 Mindy Tran 01:00:57.820 --> 01:00:58.580 I'm. 286 Mindy Tran 01:01:03.140 --> 01:01:12.780 My label once it's brought in, I'm going to change it instead of whatever my file name is. I want it to change to. 287 Mindy Tran 01:01:18.980 --> 01:01:24.700 Letter one, letter two, letter three, letter four, ok? Begin with. 288 Mindy Tran 01:01:27.420 --> 01:01:33.500 I do have transcripts for these. I'm gonna go ahead and browse out, same. Go to the same place. 289 Mindy Tran 01:01:34.820 --> 01:01:55.020 To the Edgar Craven letter that I'm bringing in, but this time my transcripts are here in my tra text folder. I'm gonna expand the JPEG folder for you to see they are named exactly the same except their extension. One is dot JPG, the other is dot txt, ok? 290 Mindy Tran 01:01:55.460 --> 01:02:01.620 And this is the folder that I want the dot TXT for the transcripts. Say ok. 291 Mindy Tran 01:02:05.100 --> 01:02:20.340 Just want to make sure it's asking you to confirm that this is the right, directory for the images and the right directory for the transcript. And that I want the sequence to, start at one and. 292 Mindy Tran 01:02:22.180 --> 01:02:32.460 To say letter one, letter two, ok? Finish, there's four documents that it's bringing in, say close, and there it is, document type. 293 Mindy Tran 01:02:36.340 --> 01:02:39.340 And then I only have one document. I'll go ahead and say finish. 294 Mindy Tran 01:02:46.340 --> 01:02:51.380 There it is, close it out. There is my letter. Okay, there's my document. 295 Mindy Tran 01:02:53.060 --> 01:02:58.300 And If I open it up, you'll see that the compound object. 296 Mindy Tran 01:03:00.100 --> 01:03:03.300 Template that we made changes to, that information is here. 297 Mindy Tran 01:03:05.380 --> 01:03:09.340 We can see it appears here. If I open it up. 298 Mindy Tran 01:03:12.900 --> 01:03:20.820 Double click, it shows my structure right here with the structure just saying JPEG, I want to change that. 299 Mindy Tran 01:03:22.580 --> 01:03:37.780 To say Edgar Craven letter, ok? And notice the letter one, letter two, letter three, if you recall, I wanted the project client to change it to say letter and start with one, two, three in that sequence. 300 Mindy Tran 01:03:39.660 --> 01:03:47.140 I'm just changing the structure I need to go over here and also change the title for this. It's called the Edgar Craven letter. 301 Mindy Tran 01:03:49.580 --> 01:03:52.300 I want to put in a subject for this. 302 Mindy Tran 01:04:07.300 --> 01:04:08.660 Two subjects, ok? 303 Mindy Tran 01:04:15.060 --> 01:04:19.300 And you'll notice that the tag just says document. I'll change it here. 304 Mindy Tran 01:04:21.460 --> 01:04:40.860 I'll call it Edgar, ok? Looks good enough. I can save it, but notice I'm in the structure. Now I need to add metadata for each of my letters here. Okay, and if I click on, you'll see that the transcript for letter one is there transcript for letter two. 305 Mindy Tran 01:04:41.220 --> 01:04:45.660 Transcript for letter three, letter four. For instance, but. 306 Mindy Tran 01:04:47.980 --> 01:05:07.660 If I just need to change, let's say, I can go to view spreadsheet and view this document in the spreadsheet, you see this bold gray line, the first row is the object level metadata. The second row and beyond is the item level metadata. 307 Mindy Tran 01:05:08.620 --> 01:05:10.540 Starting from letter one to. 308 Mindy Tran 01:05:12.900 --> 01:05:18.420 Letter four, ok? Maybe I want to change this title instead to say. 309 Mindy Tran 01:05:25.740 --> 01:05:33.860 And I can edit here in the project spreadsheet for the compound object rather than one at a time. If I know if it's easy to do. 310 Mindy Tran 01:05:50.180 --> 01:06:08.380 And maybe for this, the subjects are exactly the same, then it's just as easy to just fill all from this point. We don't need to worry about the format. We only want it at the object level metadata, but we want the relation to be for all of them, ok? 311 Mindy Tran 01:06:10.620 --> 01:06:26.260 Notice how I only change the compound object to say document but the individual image template I didn't change it. That's ok. If I change it there, I can always just fill all from this point and it will edit that for me. 312 Mindy Tran 01:06:37.180 --> 01:06:43.540 I can go back to the structure view. One of the things that I noticed is that one of my transcripts here. 313 Mindy Tran 01:06:45.540 --> 01:06:58.060 If I pull it up, the transcript has sometimes have these weird characters. If I created a text file that's not truly asking text, this is what happens it. 314 Mindy Tran 01:06:59.380 --> 01:07:04.100 It may import in with the characters being very odd. Okay. 315 Mindy Tran 01:07:05.700 --> 01:07:10.660 That's ok. You can pull it up, edit, and say ok and now it's fixed. 316 Mindy Tran 01:07:13.620 --> 01:07:14.140 Everything looks good. 317 Mindy Tran 01:07:16.260 --> 01:07:22.980 Save it, close it, upload it for approval and indexing. 318 Mindy Tran 01:07:30.700 --> 01:07:31.220 Monographs. 319 Mindy Tran 01:07:32.660 --> 01:07:40.300 As the other compound object, same thing I'm gonna add a compound object. I'm going to use the wizard to add it. 320 Mindy Tran 01:07:43.060 --> 01:07:45.380 I'm going to add a monograph instead. 321 Mindy Tran 01:07:51.980 --> 01:08:11.580 Where is the folder that contains all of your images for this monograph? So if I'm bringing in the short bridge, the Covington and Cincinnati book, I'm gonna click on that. You'll notice that there's the main folder that conta. 322 Mindy Tran 01:08:12.540 --> 01:08:25.380 Covington and Cincinnati, but under each of the folders are chapters one, two, and three, for instance. And they all, each of the images associated with the chapters are in their own folder. 323 Mindy Tran 01:08:27.060 --> 01:08:29.420 Okay, so I'm bringing in this entire. 324 Mindy Tran 01:08:31.779 --> 01:08:40.819 Directory, Hubbington and Cincinnati and everything under it. This particular one does not have individual pages before the chapters. 325 Mindy Tran 01:08:44.380 --> 01:08:57.460 I'll go ahead and say ok next yes, generate display images, next. This time since I might have spent time to name the individual files. 326 Mindy Tran 01:08:59.819 --> 01:09:09.420 Correctly or, you know, as I want it to appear to the end users, I'm gonna use the file names as my title. I don't want the project client to change it to anything else. 327 Mindy Tran 01:09:11.540 --> 01:09:20.859 I do have associated transcripts for this in a separate folder. I just need to browse out, go to the same. 328 Mindy Tran 01:09:23.100 --> 01:09:38.859 Book and notice there's a transcript folder by itself. But if you notice the transcripts are all in one folder, it's not in a directory like the images, and you'll also notice that. 329 Mindy Tran 01:09:40.779 --> 01:09:43.740 The file names are named exactly. 330 Mindy Tran 01:09:45.220 --> 01:09:46.220 Like the. 331 Mindy Tran 01:09:47.900 --> 01:10:00.860 The image file even down to the underscore zero one, the prefix zero one underscore title page. So that it knows that this is exactly the image that it's associated with. 332 Mindy Tran 01:10:02.500 --> 01:10:22.340 Okay, but there's only a single folder for the transcripts. And I'll choose that, say ok, now let me back up just a little bit under the specified page name. I'm telling project client to use the file name as the titles, but. 333 Mindy Tran 01:10:22.820 --> 01:10:43.300 I also am going to check this box to say, once you've imported the file in remove the prefix, anything before the, the underscore, including the underscore. I only need it to make sure that the project line is importing my files in the correct order, but I do. 334 Mindy Tran 01:10:43.300 --> 01:11:03.740 Do not want those prefixes as part of the title for my compound object. Okay, so I can have the project make sure I check that so the project client can do that for me. Okay, everything else looks good. Next, just making. 335 Mindy Tran 01:11:03.900 --> 01:11:19.140 Sure that my directory is correct and the options that I've selected are correct, and then just say finish. It's adding a monograph with six pages. That's right? I'll go ahead and close it and there is my monograph. 336 Mindy Tran 01:11:20.700 --> 01:11:23.980 Looks good. I'm just gonna go and say finish to bring it in. 337 Mindy Tran 01:11:27.620 --> 01:11:38.500 Yes, my monograph is entitled Covington and Cincinnati closed, and it appears on my project spreadsheet. Nothing looks different than bringing in a document or. 338 Mindy Tran 01:11:40.780 --> 01:11:58.580 A postcard or a monograph on the project spreadsheet, you just see the object level metadata for this for this book, for this monograph. However, when you click to open it up in the structure, you see that there's a hierarchy associated with this. 339 Mindy Tran 01:12:03.020 --> 01:12:19.700 So there's the Cuvington and Cincinnati, which is the object level metadata or the, the book, the object itself, and here's the metadata associated with this whole object, this whole Covington and Cincinnati book. 340 Mindy Tran 01:12:21.460 --> 01:12:23.340 Put in a subject for this. This is about. 341 Mindy Tran 01:12:25.780 --> 01:12:26.140 Bridges. 342 Mindy Tran 01:12:29.740 --> 01:12:30.380 Construction. 343 Mindy Tran 01:12:34.780 --> 01:12:41.100 Probably is good enough. Okay, now I can see the individual chapters. These are the. 344 Mindy Tran 01:12:43.340 --> 01:13:02.060 If I click on the plus sign, there is the individual pages under chapter one. Okay, if you want to edit the metadata for this, you have to click on title pages and now you can edit the metadata for the title page. Title page Versa. 345 Mindy Tran 01:13:03.620 --> 01:13:17.860 Under chapter two, we see the description page one, we see page four under the adverts chapter. There's the advertisement one advertisement two with its associated transcript files. 346 Mindy Tran 01:13:21.740 --> 01:13:38.460 Same thing as documents, however, this one has a hierarchy, that means that if the end user looks at it on the on the public side, there's actually if your library has set it up, or that you've. 347 Mindy Tran 01:13:40.180 --> 01:13:43.260 On your website configuration, sometimes. 348 Mindy Tran 01:13:45.300 --> 01:14:05.500 Users can flip it like they're flipping a book. That's what the monograph, the hierarchy does, is that you can, it being able to view it as flipping it like a book, having its chapters and making sure that, you know, they know that it's chapter one and chapter two versus a document is just a seq. 349 Mindy Tran 01:14:05.900 --> 01:14:12.140 Which we'll see in a little bit, ok? You can view this as a project spreadsheet. 350 Mindy Tran 01:14:15.180 --> 01:14:29.260 And you would edit in exactly the same way. You can say, I forgot that the this is not a handwritten letter, I didn't go and change my metadata template, so I can, here in format, I can say this is actually. 351 Mindy Tran 01:14:30.580 --> 01:14:50.980 Monograph as a format. Craven family is something that I want for I can instead of typing it in one at a time, I could just fill all here. Makes it a lot easier to edit a monograph if it's a monograph that is a lot of pages. This is very useful. My. 352 Mindy Tran 01:14:50.980 --> 01:14:56.180 My tag is incorrect. This is supposed to be booked underscore, let's say. 353 Mindy Tran 01:14:58.900 --> 01:15:00.860 I'm gonna call. Covington. 354 Mindy Tran 01:15:04.420 --> 01:15:18.700 Oops, there's no G I'm gonna step away from that field, that cell, go back in. So just click one click to highlight and then feel down from this point. So now all of the pages will have the same tag. 355 Mindy Tran 01:15:20.740 --> 01:15:25.740 Okay, if your subject for this entire book is the same. 356 Mindy Tran 01:15:27.580 --> 01:15:32.460 All the pages have the same. Again, you can fill all of the pages with the same subject. 357 Mindy Tran 01:15:34.060 --> 01:15:34.260 Okay. 358 Mindy Tran 01:15:39.420 --> 01:15:58.660 A question, when applying subjects, is it common, is it common practice to read and apply subjects for each item or are you so more so applying the same subject for each item within an object? That is really up to you. I think as the catalogger or the project. 359 Mindy Tran 01:15:59.220 --> 01:16:18.740 Operator working in this collection, you know your item or your object. So, and I think that really depends on your library. Are you assigning, would you, are you, is the guideline to assign subject for individual pages or is it more assigning subject for the. 360 Mindy Tran 01:16:19.500 --> 01:16:26.180 The entire item? Or or the entire object? And if it is for the entire object, then you may not. 361 Mindy Tran 01:16:28.340 --> 01:16:34.020 You may not for the subject may not require the subject so that, but let each. 362 Mindy Tran 01:16:35.940 --> 01:16:48.780 Catalog or project client operator know that there needs to be a subject assigned at the object level for every compound object or for each item if it's individual items. 363 Mindy Tran 01:16:52.100 --> 01:16:54.940 But I think that decision is really more. 364 Mindy Tran 01:16:56.740 --> 01:16:59.100 For the library. I've seen it. 365 Mindy Tran 01:17:00.900 --> 01:17:16.300 In both, it depends on the type of compound object, if it's a monograph. I've seen libraries actually assign a subject for the entire, for the entire book, and that is applicable across all of the. 366 Mindy Tran 01:17:17.700 --> 01:17:31.020 The entire book. If it is for a compound object like images like a postcard, it could be that the object level, like we saw for the bell postcard, there's the. 367 Mindy Tran 01:17:35.780 --> 01:17:42.460 Subject for that applies to the entire object, but then the individual item has its own subject. 368 Mindy Tran 01:17:47.100 --> 01:18:02.100 So a lot of, so the answer to that is really it depends on your collection on your library's policy, on your library's guidelines in how to assign subject to the type of items or. 369 Mindy Tran 01:18:04.420 --> 01:18:12.420 Or to the objects in in that specific collection or all collections at your library digital collection. 370 Mindy Tran 01:18:20.180 --> 01:18:20.940 Any other questions? 371 Mindy Tran 01:18:28.340 --> 01:18:34.900 Looks good. Save it again, close it, upload it for approval and indexing. Okay. 372 Mindy Tran 01:18:37.980 --> 01:18:39.860 I can go out to my collection now. 373 Mindy Tran 01:18:42.300 --> 01:18:43.660 Take a look at under. 374 Mindy Tran 01:18:45.860 --> 01:18:46.460 Items tab. 375 Mindy Tran 01:18:48.100 --> 01:19:08.220 And if I click on the approve, there will be four, three, I think the, the monograph is still uploading, waiting for approval and indexing. Now, to go back, previously to your question about the lock that you see appear on. 376 Mindy Tran 01:19:08.340 --> 01:19:14.020 Your items or objects when you are browsing your collection. 377 Mindy Tran 01:19:15.580 --> 01:19:35.420 If the indexing doesn't unlock those, one of the place you want, the place that you want to check then is under items, go to lock administration and it will show if there are any items that are locked here, it will show as locked and if you are the administrator. 378 Mindy Tran 01:19:35.900 --> 01:19:44.540 You can unlock it. Otherwise, you need to contact the administrator for the collection or your content DM administrator and ask them to unlock. 379 Mindy Tran 01:19:46.140 --> 01:20:05.500 The items or objects. Okay, and if it And then re index the collection. If that still doesn't resolve it, then you'd want to contact OCLC support or have the administrator do contact OCLC support, ok? 380 Mindy Tran 01:20:12.060 --> 01:20:30.060 So now I have four items, four items or objects ready for approval and indexing. I'm gonna go ahead and do that. It's gonna take a long time, but while that is doing it, behind the scenes, I am going to go out to my. 381 Mindy Tran 01:20:31.860 --> 01:20:33.020 Content DM. The. 382 Mindy Tran 01:20:34.860 --> 01:20:41.300 Training site and show you a collection what the compound object looks like for your end user. 383 Mindy Tran 01:20:43.420 --> 01:20:51.940 On their side. So if you added a postcard, like the Paris postcard or the bell postcard, and your user opens it up. 384 Mindy Tran 01:20:54.540 --> 01:21:13.980 This is on the right hand side here, this is the structure that I'm talking about. So remember in the project line, you see this on the left hand side. This is reflected to the user here on this right hand on the right hand side of my screen here. Paris one is the first page. 385 Mindy Tran 01:21:15.340 --> 01:21:15.660 Of your. 386 Mindy Tran 01:21:16.940 --> 01:21:36.620 Postcard, the object description, that's the object level metadata that describes the postcard, the entire postcard. And then the item description is describing this first page, this front view. If I navigate to the second page for this. 387 Mindy Tran 01:21:37.380 --> 01:21:38.420 The opposite, the second side. 388 Mindy Tran 01:21:43.180 --> 01:21:43.540 There it is. 389 Mindy Tran 01:21:45.180 --> 01:22:04.580 Notice that the object level metadata that and then this is the pairs two, this up, the second side of the Paris postcard. But you also noticed that there's a transcript field that appears when you're on the second side because that one has an accompanying transcript. 390 Mindy Tran 01:22:06.100 --> 01:22:18.220 For this image, ok? So that's what the user sees and the user can use that structure to navigate the compound object. 391 Mindy Tran 01:22:20.660 --> 01:22:21.980 Now, what if it's a document. 392 Mindy Tran 01:22:24.180 --> 01:22:34.060 Like the Edgar Craven letter, so if I click on that, the user sees here there's four pages to the Edgar Craven letter. This is the first page. 393 Mindy Tran 01:22:36.420 --> 01:22:47.500 This is the object level metadata. Here's the item level metadata. It maybe the same, it maybe different, this is letter, different source. 394 Mindy Tran 01:22:49.940 --> 01:22:51.140 Different title. 395 Mindy Tran 01:22:52.900 --> 01:22:56.620 That describes this page. The transcript associated with. 396 Mindy Tran 01:22:58.140 --> 01:23:00.460 The letter one, ok? 397 Mindy Tran 01:23:04.820 --> 01:23:13.140 Navigate to letter two. Same thing except the transcript is for letter two and the item description is for letter two. 398 Mindy Tran 01:23:23.940 --> 01:23:32.980 What if I want to search for the text? So if I put in, so this is full text search, so if I put in, I want to search for horse. 399 Mindy Tran 01:23:37.060 --> 01:23:39.660 It's telling me that there are two results found. 400 Mindy Tran 01:23:41.620 --> 01:24:01.060 And I can say show all. It's telling me that there's two results found. One is in letter two and one is in letter four. So if I go to letter two here, which is where I'm at right now, under transcript, it highlight horse as the term that I'm searching. If I go to. 401 Mindy Tran 01:24:01.420 --> 01:24:02.020 Letter four. 402 Mindy Tran 01:24:05.300 --> 01:24:08.620 And go to the transcript, there it is, second. 403 Mindy Tran 01:24:10.460 --> 01:24:14.580 Term that's been highlighted. It found two instances of horse. 404 Mindy Tran 01:24:18.220 --> 01:24:19.140 In my transcript files. 405 Mindy Tran 01:24:27.900 --> 01:24:32.500 One last thing we want to look at is the monograph. So here. 406 Mindy Tran 01:24:34.740 --> 01:24:54.500 I have the monograph Coverington and Cincinnati. I'm gonna go ahead and open it up. The user sees the first page in chapter one, the first image. However, at the navigation on the right hand side is reflective of the structure navigation that we saw. 407 Mindy Tran 01:24:54.660 --> 01:25:10.540 In the project client. So if I, if as a user, if I expand chapter two, these are the pages under chapter two, if I expand chapter three, so the user is knowing they're looking at a monograph or a report with sections or chapters. 408 Mindy Tran 01:25:12.700 --> 01:25:21.700 Unlike the letter earlier or if it's another document or a photo album, it's just sequential. There isn't any chapters or sections. 409 Mindy Tran 01:25:27.420 --> 01:25:47.380 And I can again the same navigation, I can click on this to go to Verso or if I click on page four as a user, I know that I'm on page four, but it's in chapter two. I can click on advertisement two as a user. I know I'm on the page advertisement two, but it's in the chapter. 410 Mindy Tran 01:25:47.700 --> 01:25:48.820 Adverts. 411 Mindy Tran 01:25:51.860 --> 01:26:07.820 Same transcript file as it if there is one, same object description or for that describes the entire object, and then item level description that describes just this advertisement page. 412 Mindy Tran 01:26:15.140 --> 01:26:15.540 Questions about that? 413 Mindy Tran 01:26:24.340 --> 01:26:35.900 Our compound objects are probably still, oh, it's done. Okay, didn't take as long as I thought. But we've already seen the compound objects. Any other questions? 414 Mindy Tran 01:26:55.620 --> 01:27:15.740 Yes, let me go back here. I think you noticed something that I sort of noticed. So your if you notice something wrong in the transcript or one of the fields, can you edit on content Dm's backend? Yes, just because an item or an object is already formally in your collection that's been approved and it's viewable by the. 415 Mindy Tran 01:27:15.940 --> 01:27:19.140 The user, it does not mean that you can't edit that. 416 Mindy Tran 01:27:21.940 --> 01:27:24.260 If you find an error to it or. 417 Mindy Tran 01:27:26.700 --> 01:27:46.220 Or that there's something information information that's missing to describe the object or the item. That is something that we touch on in more detail in session three is editing items or objects that's already been approved and indexing your collection and you need to make those changes. But the. 418 Mindy Tran 01:27:46.700 --> 01:27:57.540 And the quick, the quick answer is yes, you can always go back and make changes and make edits to items or objects as already in your collection. 419 Mindy Tran 01:28:12.260 --> 01:28:16.940 One of the other things about texture materials are PDF files. 420 Mindy Tran 01:28:19.620 --> 01:28:32.100 Libraries more and more libraries or more and more pdf files are being added to collections in content DM. So let's talk a little bit about how they're handled by content DM. 421 Mindy Tran 01:28:35.500 --> 01:28:54.980 PDF files are ideal for documents that were initially created as digital documentation such as dissertations or city council minutes. If your PDF file was created from a born digital document such as Microsoft Word, it will. 422 Mindy Tran 01:28:55.460 --> 01:28:57.860 Almost always have embedded text. 423 Mindy Tran 01:29:00.300 --> 01:29:02.540 PDF files are not efficient. 424 Mindy Tran 01:29:04.100 --> 01:29:23.900 As optimal end user experience for scanned images, scanned books, scanned maps or newspapers because an item that has been scanned does not automatically contain embedded texts. If your PDF file was created from scan, say TIFF images. 425 Mindy Tran 01:29:24.700 --> 01:29:31.300 It does not happen that it text unless you've taken the additional step to OCR the image. 426 Mindy Tran 01:29:33.660 --> 01:29:36.580 And add the text to the PDF file. 427 Mindy Tran 01:29:38.820 --> 01:29:51.900 Now PDF files created from scanned images can be very large and slow to download for online viewing though, so that's the reason why we say that scanned images are not. 428 Mindy Tran 01:29:54.100 --> 01:29:54.380 Ideal. 429 Mindy Tran 01:29:56.100 --> 01:29:58.740 To be imported at, as PDF files. 430 Mindy Tran 01:30:00.540 --> 01:30:20.020 And in order to view PDF files and PDF like compound objects in the project client, you must have Adobe reader. Same thing for if your end user if you want your end users to view PDF files that computer has to have Adobe reader installed on it, ok? 431 Mindy Tran 01:30:26.180 --> 01:30:46.380 A single PDF file can contain many pages. So regardless of the number of pages, it is a single file and it is uploaded into content dm as a single file. You can import multiple PDF files using the import multiple files function like you would import. 432 Mindy Tran 01:30:46.660 --> 01:30:47.060 Multiple. 433 Mindy Tran 01:30:48.460 --> 01:30:49.060 Simple images. 434 Mindy Tran 01:30:51.340 --> 01:31:03.700 Now depending on how your collection is configured multiple page pdf files can be added to your collection to be viewed as a single PDF. 435 Mindy Tran 01:31:05.100 --> 01:31:10.220 Or, if PDF conversion has been enabled in the project client. 436 Mindy Tran 01:31:12.180 --> 01:31:15.900 They can automatically be converted to a PDF compound object. 437 Mindy Tran 01:31:20.020 --> 01:31:39.780 When multiple page PDF files are automatically converted to compound objects, each page of the PDF becomes a single page with its own metadata record and each page is, could be navigated using the feature of the compound object viewer that we saw for the. 438 Mindy Tran 01:31:40.380 --> 01:31:41.260 On the end user side. 439 Mindy Tran 01:31:50.180 --> 01:32:08.100 Questions about that? You don't have to do anything else with the collection out on your server. It's already configured to handle textual materials, and so the only thing that you need to worry about is, it within the project client editing the metadata. 440 Mindy Tran 01:32:08.860 --> 01:32:19.820 Or in some cases use cataloggers or project plan operators like to create a separate project for PDF files, ok? 441 Mindy Tran 01:32:21.460 --> 01:32:23.580 So I'm gonna switch over to my. 442 Mindy Tran 01:32:26.580 --> 01:32:46.820 And I'm not going to create a new project. What I will do though is I'm going to say, go to my metadata template, and I can do that over here in other tasks, edit metadata template to get straight to it. I am going to edit the PDF file template because what I'm bringing in is PDF, and so I want to edit. 443 Mindy Tran 01:32:48.780 --> 01:32:53.420 To say that, I still need the type to be. 444 Mindy Tran 01:33:03.260 --> 01:33:03.660 I want the. 445 Mindy Tran 01:33:11.900 --> 01:33:16.100 The format is PDF I'm just gonna do that. The source. 446 Mindy Tran 01:33:17.540 --> 01:33:31.820 Is the I'm gonna have it find the file name and put it there. Same thing catalogger because I'm using a different template, I need to enter the information again. That's gonna be applied to this. 447 Mindy Tran 01:33:35.180 --> 01:33:35.860 To this metadata. 448 Mindy Tran 01:33:38.140 --> 01:33:41.620 To the PDF files that are being brought in, ok? 449 Mindy Tran 01:33:43.180 --> 01:33:46.980 Everything looks good. Actually, one last thing, it's Craven. 450 Mindy Tran 01:33:52.420 --> 01:33:52.940 Say ok. 451 Mindy Tran 01:33:55.020 --> 01:34:05.420 I've selected to use it. Now I'm ready to bring in my PDF file. If I, if I have only one PDF file that I'm bringing in, I just go add item. 452 Mindy Tran 01:34:07.660 --> 01:34:10.060 Browse, go out to my. 453 Mindy Tran 01:34:11.700 --> 01:34:11.820 I'm. 454 Mindy Tran 01:34:13.500 --> 01:34:24.940 PDF file. I'm going to bring, in this geniology research guide, just one double click, like bringing in an image and add. 455 Mindy Tran 01:34:30.020 --> 01:34:40.100 It's gonna close it, there's my pdf. One image, one file as a single file, everything. 456 Mindy Tran 01:34:42.700 --> 01:34:57.780 Double click and you'll see that my transcript, the entire six or so pages of this is all here. Now, one thing to keep in mind when you bring in a single file, your entire. 457 Mindy Tran 01:35:02.500 --> 01:35:17.220 Will be, all of the embedded texts if it's a born digital, will all be in a single transcript file, a transcript field, and the transcript field can hold up to a hundred and twenty eight. 458 Mindy Tran 01:35:18.540 --> 01:35:29.220 Thousand characters including spaces and special characters. So that might be a consideration if you have a very big document multiple patients like hundreds of pages. 459 Mindy Tran 01:35:31.020 --> 01:35:34.580 It may not all fit in the transcript. It will cut off. 460 Mindy Tran 01:35:37.100 --> 01:35:39.260 That might be a determination of why libraries. 461 Mindy Tran 01:35:41.220 --> 01:35:49.660 Convert multi page compound objects into multi page pdf files into a compound object. Okay. 462 Mindy Tran 01:35:54.220 --> 01:35:55.580 Because it is a single file. 463 Mindy Tran 01:35:57.180 --> 01:36:00.340 You would only if there is only one metadata. 464 Mindy Tran 01:36:03.300 --> 01:36:08.980 Associated record associated with this PDF file, and this is. 465 Mindy Tran 01:36:10.500 --> 01:36:15.820 Research, that's my subject. Everything else looks good. I don't have to add anything else. 466 Mindy Tran 01:36:20.100 --> 01:36:27.260 Save it, close it, and upload it for approval and indexing. Okay. 467 Mindy Tran 01:36:29.780 --> 01:36:49.100 Now, if I need to bring in multiple PDF files, same thing, add multiple files, I have a folder of them. I can add multiple files, point it out to the folder or directory that contains all the PDF files that I want to bring in and work on it in the. 468 Mindy Tran 01:36:50.180 --> 01:36:53.260 At one time, browse out, point it to. 469 Mindy Tran 01:36:54.580 --> 01:36:58.500 The folder PDFs here that contains all three of these. 470 Mindy Tran 01:37:01.420 --> 01:37:01.780 Bring it in. 471 Mindy Tran 01:37:04.940 --> 01:37:06.260 And add all three of them. 472 Mindy Tran 01:37:10.260 --> 01:37:16.540 Takes a while because I'm bringing in more than one and their textual documents, ok? 473 Mindy Tran 01:37:19.020 --> 01:37:24.340 There it is. And then I just pull it up because they are brought in as single items. 474 Mindy Tran 01:37:26.140 --> 01:37:28.420 I open it up, edit like I do. 475 Mindy Tran 01:37:30.340 --> 01:37:39.700 Any individual item with its own, just one metadata record that describes the entire PDF file regardless of how many pages. 476 Mindy Tran 01:37:42.100 --> 01:37:53.100 Add my metadata as needed, save it, edit the next one, and the next one, and then select it and upload it for approval. Okay. 477 Mindy Tran 01:37:57.180 --> 01:38:14.980 Now, what if I have a very big PDF file and I want to import it as a, I want to have it converted as a compound object. Well, you can have the project client help you do that so that you, behind the scenes as it's being brought. 478 Mindy Tran 01:38:15.380 --> 01:38:15.500 To this. 479 Mindy Tran 01:38:17.940 --> 01:38:18.620 In into this. 480 Mindy Tran 01:38:22.940 --> 01:38:30.540 So one of the first things that you want to do is you want to go out and edit your project settings. You want to go to. 481 Mindy Tran 01:38:31.860 --> 01:38:32.300 Processing here. 482 Mindy Tran 01:38:34.380 --> 01:38:41.420 And notice you want here you can say, well, you know what? I don't want to bring it in as just a single. 483 Mindy Tran 01:38:43.020 --> 01:39:00.140 I want to convert my pdf file into a compound object I want you to help me at when I bring it in, I want it to be converted to a compound object. And when you do that, I also want the page name setting to be. 484 Mindy Tran 01:39:02.660 --> 01:39:06.900 Changed to say, page, beginning with the number one. 485 Mindy Tran 01:39:11.660 --> 01:39:28.540 The other thing that you want to do if you are converting this into a compound object is you probably want to take a look at your metadata template for compound object template because you're so that means that it will have an object level metadata. 486 Mindy Tran 01:39:30.260 --> 01:39:36.060 So you may want to edit this to reflect the actual object metadata. So this is. 487 Mindy Tran 01:39:48.220 --> 01:39:48.380 I'm. 488 Mindy Tran 01:39:50.260 --> 01:39:56.020 Source is still the file name craven family, everything else looks good, but the tag is not. 489 Mindy Tran 01:39:58.380 --> 01:40:17.380 The tag is probably PDF underscore something or other, let's say. So if you are bringing in a PDF as a compound object or converting it, you want to make sure you also check and make any changes to your compound object template if you select to use it. 490 Mindy Tran 01:40:19.300 --> 01:40:25.660 Say ok and now you're ready to bring in a compound a PDF as a compound object. So. 491 Mindy Tran 01:40:27.300 --> 01:40:42.060 What you are not adding a compound object, you are still adding an item that doesn't change whether you're bringing in a PDF as a single item or convert it. So I'm gonna add item, I am going to bring in the same. 492 Mindy Tran 01:40:44.340 --> 01:40:46.660 Genealogy research guide, ok? 493 Mindy Tran 01:40:49.100 --> 01:41:04.700 And then just say add. It's going to take a little bit longer because behind the scenes as it's importing this PDF into your file, it is creating a compound object where each. 494 Mindy Tran 01:41:06.100 --> 01:41:09.100 Page has its own metadata, ok? 495 Mindy Tran 01:41:10.820 --> 01:41:13.740 Close it and now I have two genealogy research. 496 Mindy Tran 01:41:19.100 --> 01:41:36.860 Same name looks pretty much the same, right? Except that if you'll notice the transcript, there isn't a transcript in the the most recent one that we brought in because the transcript will associate with the individual page. 497 Mindy Tran 01:41:38.780 --> 01:41:39.140 So now. 498 Mindy Tran 01:41:40.660 --> 01:41:43.820 Just so we can see the difference, if I open this one. 499 Mindy Tran 01:41:46.060 --> 01:41:54.780 Notice there's a single metadata record associated with this PDF file. If I go back and open the last one. 500 Mindy Tran 01:41:57.340 --> 01:42:02.340 This is a compound object PDF, ok? Whereas the first. 501 Mindy Tran 01:42:03.660 --> 01:42:24.020 PDF record, first metadata record is associated with the object level geneology research guide. If I click on page one, it will have the subject it will have the metadata record for page one. Page two page three, and the transcript only contains the transcript, the text for p. 502 Mindy Tran 01:42:28.340 --> 01:42:28.700 Cancel it. 503 Mindy Tran 01:42:30.620 --> 01:42:32.340 If I edit this to say research. 504 Mindy Tran 01:42:35.020 --> 01:42:35.380 There it is. 505 Mindy Tran 01:42:37.900 --> 01:42:57.300 If I I can view this because this is a compound object now, I can view this as a spreadsheet for this compound object and edit this like any other compound object. I can fill down from this point or fill all. I can say this is. 506 Mindy Tran 01:42:58.180 --> 01:42:58.660 PDF. 507 Mindy Tran 01:43:00.980 --> 01:43:07.700 I'm, the source is the same, so I'm gonna fill all down relation is the same. 508 Mindy Tran 01:43:10.180 --> 01:43:11.060 Cataloger is the same. 509 Mindy Tran 01:43:15.620 --> 01:43:19.660 The tag for this one isn't there, so I'm gonna say PDF underscore. 510 Mindy Tran 01:43:27.700 --> 01:43:30.340 And then maybe I'll fill it down for this whole thing. 511 Mindy Tran 01:43:33.340 --> 01:43:42.820 But you'll notice compound object individual page level, same ID, you didn't have to do anything. The project client did that for you. 512 Mindy Tran 01:43:46.540 --> 01:43:48.180 Once you're done editing the metadata. 513 Mindy Tran 01:43:50.540 --> 01:43:58.020 Editing the item object, save it, close it, upload it for approval and indexing. 514 Mindy Tran 01:43:59.580 --> 01:44:00.100 That's it. 515 Mindy Tran 01:44:03.300 --> 01:44:04.820 Now this is what the user sees. 516 Mindy Tran 01:44:07.780 --> 01:44:11.100 The end user side. So if I go back here. 517 Mindy Tran 01:44:15.100 --> 01:44:15.420 If I. 518 Mindy Tran 01:44:16.780 --> 01:44:26.460 Ask the administrator or the, I would go to the collection and approve and index both of those, ok? Items that are there. 519 Mindy Tran 01:44:29.780 --> 01:44:30.180 That's it. 520 Mindy Tran 01:44:32.500 --> 01:44:33.700 On the end user side. 521 Mindy Tran 01:44:38.020 --> 01:44:40.500 So here's my collection to show you. 522 Mindy Tran 01:44:42.460 --> 01:44:43.340 So if I look at this one. 523 Mindy Tran 01:44:46.300 --> 01:44:54.380 This is what a P a single PDF looks like. So if I open this up as a user, you can see the PDF. 524 Mindy Tran 01:44:55.900 --> 01:45:10.660 You can see the item description, you can see the transcript for the whole PDF, However, you can only see the first page of the PDF right here inside the content DM viewer. You have to click out. 525 Mindy Tran 01:45:12.500 --> 01:45:20.180 To view this entire PDF file out on the Adobe PDF, ok? 526 Mindy Tran 01:45:26.500 --> 01:45:40.740 That's bringing it in as a single file, the user, if they want to see this whole file, they'll have to click to open up in a, in the separate Adobe reader to read the entire file. 527 Mindy Tran 01:45:43.540 --> 01:45:45.100 Now, if you brought it in. 528 Mindy Tran 01:45:46.420 --> 01:45:51.460 As a PDF, as a compound object like this one here, I'm gonna open it up. 529 Mindy Tran 01:45:53.580 --> 01:46:08.420 The navigation for the user is like a PDF document is like a compound object document, ok? So the user still could click out and view this entire document out in Adobe reader. 530 Mindy Tran 01:46:11.500 --> 01:46:14.660 Or view out here or. 531 Mindy Tran 01:46:16.660 --> 01:46:28.300 Instead of viewing the entire thing out there, they can stay within the content GM opt viewer here and just navigate to the first page, second page, third page, fourth page. 532 Mindy Tran 01:46:32.140 --> 01:46:35.580 And stay within content DM and not have to go anywhere else. 533 Mindy Tran 01:46:38.980 --> 01:46:58.540 They'll have the transcript for each page here, like any project client, like any op compound object document. But the navigation is all contained within the content content DM viewer. They don't have to go outside of the content DM, viewer here. 534 Mindy Tran 01:46:59.300 --> 01:47:13.260 And also, it's an advantage if you have a very big PDF file that takes a long time to load, the user can see the the first the few first, you know, read through the first few pages while the rest of the document loads. 535 Mindy Tran 01:47:15.340 --> 01:47:27.420 And I think it really depends on how fast or slow your computer is really. If you have a slow computer for on the public side and it takes a while for the file to load, this is an advantage. 536 Mindy Tran 01:47:40.740 --> 01:47:41.300 Questions about this? 537 Mindy Tran 01:47:47.540 --> 01:47:53.820 I'm gonna pause here and ask, are there any questions about anything that we've covered in the session today? 538 Mindy Tran 01:48:00.420 --> 01:48:18.300 It's ok if you don't, if you have quiet questions later and you, as you're working with content DM and you're working with projects, feel free to contact OCLC support in your region or if you're in the US or in Canada, you can call. 539 Mindy Tran 01:48:18.740 --> 01:48:24.060 Toll free number to talk to one of our support team members. 540 Mindy Tran 01:48:27.260 --> 01:48:41.340 If you thought of any other questions, I'll be online for another minute or two here to answer any other questions. If not, I'd like to thank everyone for spending this time with me. I want to ask. 541 Mindy Tran 01:48:43.020 --> 01:49:03.300 For just another minute or two of your time to fill out the, the evaluation for this class. If you exit out, it will redirect you to the evaluation. I've also put that evaluation in chat here. I want to thank you again for spending this time with me, for those of you who will be. 542 Mindy Tran 01:49:03.540 --> 01:49:13.260 Joining me in session three, I'll see you then Otherwise, have a great rest of the day and hope to see you in other OCLC training sessions.