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batch_uploading_etds_to_scholarworks [2017/02/01 18:16] ldegozzaldi [Adding “OPT-OUTS” TO Scholarworks Metadata Spreadsheets] |
batch_uploading_etds_to_scholarworks [2017/02/01 18:37] ldegozzaldi [Adding “OPT-OUTS” TO Scholarworks Metadata Spreadsheets] |
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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. |