[[batch_uploading_etds_to_scholarworks]]
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batch_uploading_etds_to_scholarworks [2017/02/01 18:16] – [Adding “OPT-OUTS” TO Scholarworks Metadata Spreadsheets] ldegozzaldibatch_uploading_etds_to_scholarworks [2022/05/16 18:53] (current) – jeustis
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-====== Batch Uploading ETDs to ScholarWorks ======+====== PAGE OUTDATED ARCHIVED Batch Uploading ETDs to ScholarWorks ======
  
 **Link to ETD Workflow Google doc:** **Link to ETD Workflow Google doc:**
  
-https://docs.google.com/document/d/1Qs_uIWPjDfUIcQhxJiMlgvgN8XpexZn2CTs0eSGTOxo/edit +https://docs.google.com/document/d/1MWz76tt3SzTEvXZGQ1nke7QSm2erd1WuPLWb1_79r44/edit?usp=sharing 
  
 ===== Transform MARC.XML file of short-version bibs.+IA URLs to Bepress XML: ===== ===== Transform MARC.XML file of short-version bibs.+IA URLs to Bepress XML: =====
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   =502  \\$aThesis (M.S.)--Massachusetts Agricultural College, 1911.   =502  \\$aThesis (M.S.)--Massachusetts Agricultural College, 1911.
   =650  \0$aCorn$zMassachusetts.   =650  \0$aCorn$zMassachusetts.
-  =690  \\$aTheses$xHorticulture$xMasters.+  =657 _7 \\$aTheses$x[Program]$xMasters$2local/mu
   =776  $w(OCoLC)18237440   =776  $w(OCoLC)18237440
   =856  41 %%$uhttp://archive.org/details/typesofcornsuite00smit%%   =856  41 %%$uhttp://archive.org/details/typesofcornsuite00smit%%
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 This should enter a spreadsheet into the metadata 2 folder:  bpimport_date.  RENAME with the date and Masters/PhD, and save to personal folder. This should enter a spreadsheet into the metadata 2 folder:  bpimport_date.  RENAME with the date and Masters/PhD, and save to personal folder.
 +
 +Aaron's script is written in Python (Compiled in windows binary so you can't edit that file.  Need to go back to original source, edit, and recompile.  Use active python - packaged open source.)  
  
 ===== Make adjustments to Bepress spreadsheet ===== ===== Make adjustments to Bepress spreadsheet =====
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   - PhD’s:  All other entries will have “dissertation” in this column.   - PhD’s:  All other entries will have “dissertation” in this column.
   - Masters:  Correct the Department column heading to degree_prog   - Masters:  Correct the Department column heading to degree_prog
-  - Keyword fix:  Go to scholmasters or scolphd file in MarcEdit and download 600's, 610's, 650’s and 651’s with all subheadings to an Excel spreadsheet.  Combine lines per record, remove periods, $x, $y, $z.  Remove comma between Subject headings and Subdivisions, retain commas between separate entries only.  Remove parentheses.  Run Compare line differences using the 776 value to be sure MarcEdit/bpimport matches, then paste new Keyword entries into the bpimport spreadsheet.  +  - Keyword fix:  Go to scholmasters or scolphd file in MarcEdit and download 600's, 610's, 650’s and 651’s with all subheadings to an Excel spreadsheet.  Combine lines per record, remove periods, $x, $y, $z.  Remove comma between Subject headings and Subdivisions, retain commas between separate entries only.  Remove parentheses.  Run Compare line differences using the 776 value to be sure MarcEdit/bpimport matches, then paste new Keyword entries into the bpimport spreadsheet. 
 +  - NOTE: The program name in the cataloging record must be that which is provided by the Graduate Office on the spreadsheet. Do not use any variant form or department listed on the title page. A copy of the Degree Programs and their codes can be found in [[Graduate Degree Program Codes]].   
   - **NOTE:  The final file needs to be saved (and uploaded) as “Excel 97-2003 Worksheet”!!!!**   - **NOTE:  The final file needs to be saved (and uploaded) as “Excel 97-2003 Worksheet”!!!!**
  
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 **NOTE:**  The Opt-in/Opt-out information will be found in the ETD Master File, saved on the W: Drive under ETD Digitization Project, in Sheet 2, "all titles," Column R, "Authors Permissions Response: Opt-in, Opt-out, no response." **NOTE:**  The Opt-in/Opt-out information will be found in the ETD Master File, saved on the W: Drive under ETD Digitization Project, in Sheet 2, "all titles," Column R, "Authors Permissions Response: Opt-in, Opt-out, no response."
  
-**NOTE 2:**  Because the number of Opt-Outs is small compared to the total number of ETD's, don't use the V-LOOKUP to match to the bpimport file in process.  +**NOTE 2:**  Because the number of Opt-outs is small compared to the total number of ETD's, don't use the V-LOOKUP to match to the bpimport file in process.  
  
 **NOTE 3:**  Opt-outs are updated by Department, in response to letters received from the authors.  We should be informed when these letters are received.  If the new Opt-outs are not already sorted out for us, proceed as follows:   **NOTE 3:**  Opt-outs are updated by Department, in response to letters received from the authors.  We should be informed when these letters are received.  If the new Opt-outs are not already sorted out for us, proceed as follows:  
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   - Make a new copy of the Master File Sheet 2 (all titles) of the ETD Master File, retaining only columns R (Opt-ins/Opt-outs), A or J (Author), B (Department), C (Year), D (Masters/PhDs) and title (F).  Make sure all data is connected, with no blank columns between, and sort on column R.   - Make a new copy of the Master File Sheet 2 (all titles) of the ETD Master File, retaining only columns R (Opt-ins/Opt-outs), A or J (Author), B (Department), C (Year), D (Masters/PhDs) and title (F).  Make sure all data is connected, with no blank columns between, and sort on column R.
   - Retain only the rows with Opt-out in Column R.    - Retain only the rows with Opt-out in Column R. 
-  - Sort by R, and delete all rows which do not contain "Opt-out." **Transfer any __new__ Opt-out information to ETD Opt-out Tracking sheet.xlsx, also present in the W: Drive in the same location as the Master File.**+  - After sorting on R, delete all rows which do not contain "Opt-out." **Transfer any __new__ Opt-out information to ETD Opt-out Tracking sheet.xlsx, also present in the W: Drive in the same location as the Master File.**  (Hint: Sort by Department to isolate the new Opt-outs, as reported to us.  Run a duplicate check on the ETD Out-out Tracking sheet, to be sure we don't already have any of this added information.)
   - When the ETD's on the Opt-out list are in process, enter this information on the ETD Opt-out Tracking sheet, together with date.   - When the ETD's on the Opt-out list are in process, enter this information on the ETD Opt-out Tracking sheet, together with date.
   - When the ETD's have been uploaded to ScholarWorks and uploaded and downloaded to Connexion and Aleph, enter DONE on the ETD Opt-out Tracking sheet, together with date.   - When the ETD's have been uploaded to ScholarWorks and uploaded and downloaded to Connexion and Aleph, enter DONE on the ETD Opt-out Tracking sheet, together with date.
batch_uploading_etds_to_scholarworks.1485972993.txt.gz · Last modified: (external edit)
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