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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.
batch_uploading_etds_to_scholarworks.txt · Last modified: 2022/05/16 18:53 by jeustis
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