Using the Project Tab

The Project tab provides the project spreadsheet and other features useful for entering or editing item and object metadata after the items have been added to the project or found in the collection and added to the project for editing.

The Project tab displays after you have created or imported a shared project. The tab label displays the project name. If there are no items in the project, the spreadsheet is empty. The left task bar displays the collection name and project name, and provides quick access to common tasks.

After items have been added to the project, each item record appears as a row in the spreadsheet. You can enter data directly into the cells.

Learn About:

  1. Entering Data in the Project Spreadsheet
  2. Keyboard Controls

Entering Data in the Project Spreadsheet

When entering metadata note that:

  1. Items that have required fields are flagged by a red icon until the required fields are not populated with metadata.

  2. All fields are displayed in the Project spreadsheet (up to 125 fields, displaying a maximum of 256 characters). You can resize the columns, but you cannot configure which fields are displayed.

  3. Administrative fields or fields that are not editable are displayed with a light blue background color, farthest to the right in the spreadsheet.

The Project spreadsheet provides several features to help with entering data.

  1. To sort items by field, click the column heading.

  2. To enter the same cell data in multiple contiguous rows, you can use the fill functions.

  3. To find and replace terms within the spreadsheet, click Find & Replace.

  4. To add a text file to a field, select a row and from the Edit menu, click Add Text File or right-click the cell and from the resulting menu, click Add Text File.

  5. To add OCR text, select a row and from the Edit menu or the More Actions menu, click Add OCR Text.

  6. To edit permissions, select a row and from the More Actions menu, click Set Permissions.

  7. To change the thumbnail image, select the thumbnail cell, right-click and select Replace Thumbnail.

  8. To add or edit an image right, select a row and from the More Actions menu, click Add/Edit Image Rights. For more information, see About Image Rights.

  9. To open the item in a new, item editing tab, double-click the thumbnail image at the beginning of a row in the project spreadsheet. The item editing view is especially useful for entering data for compound objects.

If your project has a Date data type field, see Entering Dates.

Spaces, tabs, carriage returns, and HTML are not generally recognized by the CONTENTdm Server and should not be used in your metadata with two exceptions:

  • The HTML
    tag may be used in all metadata fields.

     

    Note: If you are editing metadata for an item that already has been added to the collection, the tag may display in the Project Client as “
    ”. You do not need to edit this, and the HTML tag will function properly when the item is uploaded back to the collection and viewed by end users.

     

  • Carriage returns can be used only in full text search fields to aid in formatting when page text and page image are displayed side by side.

Keyboard Controls

Keyboard shortcuts within the project spreadsheet make it easier to enter metadata and perform common operations without using a mouse.

  • Press Tab to close the current active cell and move one cell to the right.

  • Press Shift + Tab to close the current active cell and move one cell to the left.

  • Press Enter to close the current active cell and move down one row.

  • Press Ctrl + c to copy text from an outlined cell.

  • Press Ctrl + v to insert copied text into an outlined cell.

  • Press Ctrl + x to cut text from an outlined cell.

  • Press Ctrl + arrow key to move to the farthest cell in that direction.

  • Press Ctrl + Enter to insert a carriage return in the text in an active cell. This formatting is displayed only when used in a full text search field and the page text and page image are viewed side by side in the Web interface.

When you are done entering metadata in the project spreadsheet, you may be ready to upload items to a collection.