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FIU Digital Project Guidelines and Help Materials

The internal standard operating procedures for FIU Libraries' digital collections

Sample Spreadsheets for Batching with METSEditor

Spreadsheet or CVS File

OVERVIEW

Batch Processing from Spreadsheet or CSV File allows the data from a spreadsheet or comma-seperated value (CSV) file to create METS files. The top row (or line) of each input file must be a header row which contains the names of each column. These columns should be named in English if possible, as the mappings often may be auto-generated in this case.

The Spreadsheet Batch Processor will step through each of the remaining rows (or lines) in the input files and will create a METS file with all of the data from those files.

 

PROCESS INSTRUCTIONS

Select the first option Import from Excel or CSV File from the Batch METS File Creation Menu.

Spreadsheet Batch Processor

  1. Select the source data file to import an Excel spreadsheet.
    • Select either an excel spreadsheet or a CSV file as the input file.
  2. Select worksheet from the dropdown list.
    • Select the worksheet within the workbook to import. If you selected a CSV file, there will only be one sheet (named 'Sheet 1') which you must select.
  3. Select column mapping and constants.
    • Once you select the sheet, the column names will be read from the first row in the input file, and any automatic mappings will be applied.
    • You will want to verify the mappings and correct any mappings which were incorrect.
    • You may also enter up to eight constants from the second tab under Step 3.
    • If you do not have any column mapped to Material Type, you will need to select a value from the drop down.
    • If you do not have a column mapped to BibID, you will also need to enter a value for the First BibID to be used as the ObjectID in the resulting METS files. The value you enter must adhere to the SobekCM BibID rules.
  4. Click the Execute button.
    • Press EXECUTE button once you are ready to proceed.

 

PROCESS DESCRIPTION

Once the batch processing from Spreadsheet or CSV File process is initiated, the processor will step through each row in your input file and perform the following steps:

  1. Read the row of data from your input file
  2. Input this data into a new METS object
  3. Apply all the constants from the processor form
  4. If no source institution code or source institution statement was included yet, the defaults from your metadata preferences are applied.
  5. METS file is written to your destination folder

Since most of your defaults are not included in the resulting metadata files, you will want to include these values in your input file.

Once complete, some very simple information will be displayed in the results form, including the newly assigned Bibliographic Identifier (BibID) and Volume ID (VID) which combine to form the METS ObjectID's.

If your input file was an excel spreadsheet, a new worksheet named OUTPUT will be added to the workbook, which includes all the original fields as well as two new columns with the new BibID and VIDs

your input file was a CSV file, another file will be written ending with '_output' that will contain these two new columns.

MARC21 Data File

OVERVIEW

Batch processing from a MARC21 Data File allows the data from a MARC21 export report file to create METS files.

The MARC21 Batch Processor will step through each record within the report, and generate a METS file for each per your specifications in the metadata preferences section.

 

PROCESS INSTRUCTIONS

Select the second option Convert a MARC21 file to METS from the Batch METS File Creation menu.

MARC21 Batch Processor

  1. Select the source data file to import MARCfiles.
    • Select the input MARC21 file to use.
  2. Select constants to apply to resulting METS files.
    • Enter up to eight constants from the second tab under step 2.
    • Enter a value for the First BibID to be used as the ObjectID in the resulting METS files. The value must adhere to the SobekCM BibID rules.
  3. Select the destination folder for METS files.
  4. Click the Execute button
    • Press EXECUTE button once you are ready to proceed.

 

PROCESS DESCRIPTION

Once the batch processing from a MARC21 Data File process is initiated, the processor will step through each record in your input file and perform the following steps:

  1. Read the next record from the MARC21 report
  2. Input this data into a new METS object
  3. Apply all the constants from the processor form
  4. If no source institution code or source institution statement was included yet, the defaults from your metadata preferences are applied.
  5. METS file is written to your destination folder

Once complete, some very simple information will be displayed in the results form, including the newly assigned Bibliographic Identifier (BibID) and Volume ID (VID) which combine to form the METS ObjectID's.