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Collection building overview

Before you begin

This document is written with the assumption that the computer that you are using has installed:

  • Microsoft Windows® Windows 7 or Windows 10.

Understand Collections and Projects within CONTENTdm:

  • Collections: On the server, items are contained in collections. Each collection can contain items from many projects.
  • Projects: In the Project Client items are processed in a project. When a project is created, a project is linked to a single collection.

Follow the steps below to download the Project Client, create a project, add items to the project, upload items to a collection on the server, and view those items with your Web browser.

Download and install Project Client

  1. Go to the Download the Project Client.
  2. Right-click the InstallProjectClient612.zip file. Save the file to your computer.
  3. Unzip the file, and then run the executable to install the Project Client on your computer.

Download sample items

Note: Follow these steps only if you do not have any items of your own for a project.

  1. Download the samples file.
  2. Save the file to a directory that is accessible from the Project Client.
  3. Unzip the contents of the file.

Work with a project

Create a new project

  1. Open the Project Client.
  2. From the Project Client Home tab click Create New Project or select New from the Project menu. The New Project wizard displays.
  3. Enter the CONTENTdm Server URL, your user name and password, and then click Next.
    Choose the collection that you wish to upload items to. Click Next.
  4. Name your project or use the name provided. If you want to make this project available to other Project Client users, check Share this project on a network with other users. This saves items and Project Client settings to the shared location you specify. Click Finish.

Add a single item

  1. Navigate to the Home tab or Project tab.
  2. On the left task pane under Common Tasks, click Add item or select Item from the Add menu. The Add Item wizard opens.
  3. Click Browse to locate the file you want to add.
  4. Click Add once you have selected your file.
  5. A summary screen displays confirmation or any errors or warnings.
  6. Click Close. The item is displayed in the project spreadsheet.
     

Add multiple items (a folder-full)

  1. Navigate to the Home tab or Project tab.
  2. On the left task pane under Common Tasks, click Add multiple items or select Multiple Items from the Add menu. The Multiple Items wizard opens.
  3. Select Import from a directory.
  4. Click Browse to locate the directory containing the items that you want to add. Click OK, then click Next.
  5. Select whether to generate display images.
  6. Click Next. The Confirm Settings screen displays. Review the settings.
  7. Click Add Items or click Back to change your settings.
  8. A summary screen displays confirmation or any errors or warnings.
  9. Click Close. The items are displayed in the project spreadsheet.

Add metadata

  1. Double-click a thumbnail image in the project spreadsheet. The item opens in a new tab.
  2. Type your metadata into the form.
    Note: When typing multiple terms in a controlled vocabulary field, separate them with a semicolon (;).
  3. When finished, click Save before closing the Item tab.

Upload items to server

  1. On the Project tab, select the items you want to upload from the project by selecting the checkbox in each item row or click Select All.
  2. Click Upload for Approval. Selected items are uploaded and the status bar at the bottom of the Project Client indicates progress.
  3. When the upload is complete, the administrator can review the pending queue and approve the items.

Building a collection

Approve and index items within a collection

  1. From the Administration menu of the Project Client, click Approve. If a login screen opens, enter your user name and password and click OK.
  2. The approval queue displays. Select Approve & Index all, then click go.
  3. A status message is displayed while the approval and index is in progress. When approval andindexing are complete, the status message changes to indicate there are no pending items.
  4. When finished, you can close the CONTENTdm Administration page and the Project Client.

View items

Browse collections on a server

  1. In your browser’s address bar, go to your CONTENTdm Website URL to see your website Home page.
  2. CONTENTdm Website Version 6.x: Click Browse All. Items from all collections display, sorted by title. You can change display options, reverse the sort, and sort on other fields by clicking on the field name.
    CONTENTdm Responsive Website: Click the Hamburger Menu, then click Browse. Items from all collections display, sorted by the default chosen by the Administrator in the Website Configuration Tool. You can change sort options using the Sort menu.
  3. Hovering over a thumbnail in the default view displays a Quick View to preview the metadata.
  4. To view the full item and its metadata, click the thumbnail image or the image title.

 

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