Using the Home Tab

The Home tab provides a starting place for your CONTENTdm collection building, and offers features for creating and reviewing your projects and collections. You can review recent upload activity, create new projects, import shared projects, access the User Support Center, select other projects and collections to work on, and link to other collections in the CONTENTdm user community that are featured by OCLC.

To learn more about projects, see Working with Projects.

The first time you start the Project Client or when you view the Home tab with no projects open, the Welcome view displays.

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The Welcome view prompts you to get started by creating a new project, or opening an existing or shared project.

The Home tab displays each time you start the Project Client, with your most recently used project open and summarized. The left task bar displays the collection name and project name, and provides quick access to common tasks.

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Learn about:

  1. Reviewing and Accessing Your Projects and Collections
  2. Opening Projects Using the Home Tab
  3. Using the Upload Manager Summary

Reviewing and Accessing Your Projects and Collections

The Home tab offers a way for you to view and manage your projects and collections. The open project (and associated collection) is summarized in the upper-left. In addition to accessing features such as creating a new project, editing project settings, and navigating to the project tab, you can review information, including:

  • Current collection information
    • Collection name
    • Last index date and time
    • Number of items in the queue pending administrator approval
    • Number of items in the collection
  • Project information
    • Type of project (either shared or local [not shared])
    • Number of items in the project
    • Logged in user name
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If you work with more than one project per collection, click Other Projects in This Collection to see all projects associated with the current collection.

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The Other Collections section of the Home tab provides access to the other collections, enabling you to switch collections, create a new project for a collection, or open an existing project.

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The top collections are displayed by default. Click Expand to Show All Collections to see the full list of collections on the server that you have access to.

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Opening Projects Using the Home Tab

A project is associated with a collection on a CONTENTdm Server. The Home tab provides you a view of all the collections and associated projects that you have access to on that server. You can open projects in the current collection, or you can view a list of other collections, and then open and work on a project in that collection.

(You also can open and create projects without using the Home tab.)

To open a project in the current collection:

  1. From the open project summary area on the Home tab, click Other Projects in This Collection. The list of other projects for the collection displays.
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2. Click the project name to close the current project and open the selected project. The selected project displays in the summary area and the name of the project tab in the Project Client updates. You can now begin working with the new project.

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To open a project in a different collection:

From the Other Collections area of the Home tab, click the project name in the list of collections that you have access to on the server.

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The selected project displays in the summary area and the name of the project tab in the Project Client updates. You can now begin working with the new project.

(If the collection you want to work with is on a different server, click the Open Project icon and enter the new server URL, and user name and password as part of the New Project wizard. For more information, see Creating a New Project.)

To create a project in a different collection:

Click the Create Project icon to display the New Project wizard that walks you through the steps. For more information, see Creating a New Project or Opening a Project.

(If the collection you want to work with is on a different server, you will be able to follow the same steps above, but you will enter the new server URL, and user name and password as part of the New Project wizard. For more information, see Creating a New Project.)

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Using the Upload Manager Summary

The Home tab provides a summary of recent upload activity for the open project in the Upload Manager Summary area of the Home tab. Information provided includes the date and time of the completed upload, number of items and total bytes uploaded.

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If there is an upload in process, the Upload Manager Summary displays the item being uploaded, overall progress, and number of total items being processed with the current upload.

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Click Show Details to open the Upload Manager at the bottom of the Project Client window (or click Hide Details to close the Upload Manager). For more information, see Using the Upload Manager.

If there were any errors during the previous upload process, an incomplete status displays, indicating the number of items that failed to upload.

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To learn more about any errors, open the Upload Manager by clicking the Show Details link in the Upload Manager Summary area. For more information, see Using the Upload Manager.