Using the Add Compound Objects Wizard
20-Jan-17
Using the Add Compound Objects Wizard
A compound object consists of multiple images or pages that are added to a collection and
retrieved as a single object by end users. Compound objects can be documents, books,
monographs, the front and back of postcards, or six-sided views of three-dimensional objects
(picture cubes). If you need information about creating specific types of compound objects
using the Add Compound Objects wizard, see Creating Compound Objects. Understanding
compound object types is a prerequisite to this tutorial.
Once you understand compound objects and want an efficient way to create and upload
multiple compound objects, you are ready to use the Add Compound Objects wizard. This
wizard provides three different ways to import more than one compound object. This tutorial
describes the three different methods of importing multiple compound objects and provides
information on when to use each of the different methods. Then, this tutorial steps you
through the three methods.
Sample data for this tutorial can be downloaded here.
Note: To create and import PDF compound objects, you do not use the Add Compound
Objects wizard. For more information, see About Working with PDF Files.)
Learn About:
Section I:
Overview
Common Terminology
Section II:
General Steps
Section III:
Determining Import Method
Section IV:
Using Compound Object Wizard Method
Without a Tab-delimited Text File
With a Tab-delimited Text File
Section V:
Using Directory Structure Method
Setting up Directories
Naming Files
Creating Tab-delimited Text Files
Using the Directory Structure Wizard
Section VI:
Using Object List Method
Setting up Directories
Naming Files
Creating a Tab-delimited Text File
Using the Object List Wizard
Section VII:
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Working with Tab-delimited Text Files
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Using the Add Compound Objects Wizard
Section I:
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Overview
The Add Compound Objects wizard allows you to add more than one compound object to a
collection at a time. This wizard provides you with three methods of adding multiple compound
objects to your project:

Compound object wizard

Directory structure

Object list
To help you understand this tutorial, we will first clarify some terms used throughout the
tutorial and then explain the different methods of importing compound objects using the Add
Compound Objects wizard.
Common terminology
This tutorial uses specific terminology:
Compound object – A set of related items with defined relationships. There are four different
kinds of compound objects:

Document (a group of items or pages in a specific order)

Monograph (a group of items or pages in a specific order with a specific hierarchical
structure such as chapter or section)

Picture Cube (up to six items that have a spatial relationship, such as a six-sided view of a
sculpture)

Postcard (two items that have a front/back relationship)
All types of compound objects can be imported using any of the three methods in the Add
Compound Objects wizard.
Note: With the release of the CONTENTdm Website (version 6+), there are no longer
specific viewers for each of the compound object types. While the options to create
postcards (now displayed as a two-page object) and picture cubes (now displayed as a
six-page object) remain in the Project Client, note there are no distinctions for these
objects in the end-user interface.
Additionally, the CONTENTdm Responsive Website does not offer specific viewing support
for monographs. Monographs are displayed as standard compound objects without
hierarchy in the Responsive end-user interface.
Display image – The image displayed in the CONTENTdm Web interface. When working with
full resolution images, CONTENTdm can create a display image automatically or can use
images that you provide (custom display images).
Field – A field is a particular type of data in a database or spreadsheet. In a spreadsheet, a
field is the column.
Item/Page – A portion of the compound object, usually the scan files themselves. These are
pages or scans.
Metadata – The information associated with an item. Compound objects have two types of
metadata: compound object-level (associated with the compound object) and page-level
(associated with the page).
OCR – Optical Character Recognition (OCR) is software that converts text scanned as a
graphic into text. One way to obtain transcripts is by running them through an OCR program.
CONTENTdm has add-on functionality that allows you to perform OCR on files as you add them
to your project.
Record – A record is a description of a single item as stored in a database. In a spreadsheet,
the record is the row that contains all fields.
Scan file – A scan file is a file that is usually a scan of paper documentation. These files may
be in different formats, including .jpg, .jp2, .tif, and .gif.
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Transcript – A text file containing the words within a scan file. In CONTENTdm, transcripts
are used in full text searching. Your collection must be enabled to support transcripts by
having a field with full text searching capability. Transcript files must have the same root
name as the scan file that contains the images of the words. For instance, item.txt is the
transcript for a scanned image named item.tif.
Section II:
General Steps
The general steps for adding multiple compound objects using one of the compound object
wizards are:
Step 1: Determine which method to use. Look at your data and determine which multiple
compound object method to use.
Step 2: Set up directories, as necessary. Your directories must be set up in a specific way
for each method. If you are importing monographs without using a tab-delimited text file, you
will need to create subdirectories that reflect the structure of your compound object.
Step 3: Create a tab-delimited text file, if needed. Create one or more tab-delimited text
files for the type of method that you are using to add compound objects. Adding monographs
may require that you create two additional fields in your file to define the structure.
Step 4: Complete the wizard. Select the import method that you wish to use within the Add
Compound Objects wizard and then follow the instructions on the screen. When you are
finished, the compound objects are added to the Add list. Errors are highlighted in red in the
Add list.
Step 5: Map fields. If using a tab-delimited text file, each compound object in the Add list
has metadata fields with information about the compound objects. Check that the fields you
import match the fields within the collection. All fields for all compound objects within the Add
list must map to the same fields within the collection. After the first compound object in a
batch is mapped, all subsequent compound objects use the same mapping as the first.
Step 6: Add to the project for preview. Compound objects and their pages can be
previewed and edited in your project before they are added to the collection.
Step 7: Upload to collection. Upload the compound objects to the collection. After you
upload compound objects to the pending queue on the server, a CONTENTdm administrator
must approve the items and index the collection before they can be accessed through a Web
browser.
Once you determine the best compound object method to use with your data, go to the
section for that method and follow the steps.
Section III:
Determining Import Method
Your data set helps you to determine which of the three methods within the Add Compound
Objects wizard to use to add your compound objects to your Project Client project. To choose
a method, click the Add Using drop-down list and then click Add. The wizard displays and
prompts you for information about your compound object. After you finish the wizard, the
compound object is placed within the Add list. After adding multiple compound objects to the
Add list, you can add all compound objects in the Add list at once to your project spreadsheet
by clicking Finish.
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Using the Add Compound Objects Wizard
Figure 1. Add Compound Objects wizard methods and the Add list
The three methods for importing multiple compound objects are:
Compound object wizard. With this method you can keep adding individual compound
objects until you are ready to add them all at once to your project. Each compound object you
create is added to the list and remains there until you either add all of the compound objects
to your project or delete them from the list.
The compound object wizard is covered in the tutorial, Creating Compound Objects.
Directory structure. Set up separate directories for each compound object when using this
method. All the compound objects must be of the same type (all documents, or all
monographs, etc.). Contained within these compound object directories are:

A directory containing the image files.

A tab-delimited text file containing the compound object-level metadata. Page-level
metadata is optional but may also be included in the tab-delimited text file.

A transcript folder and a display image folder may also be in the compound object
directory if you are importing transcripts or custom display images.
Object list. With this method, use a single tab-delimited text file with compound object-level
data to import your files. The tab-delimited text file contains the name of the compound object
directory for each compound object you want to import. This import method does not support
page-level metadata.
The chart below helps you to understand when to use which method.
Method
When to use
Requirements
Compound
When you want to import one item at a time to the
Must create a
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Method
When to use
Requirements
object wizard
Add list.
compound object
directory for each
compound object that
you import.
Can be used with or without tab-delimited text files.
Ideal if you are importing only a few compound
objects and want to process them all at once.
Directory
structure
Use if you have separate directories for each
compound object with each directory containing a
tab-delimited text file containing both compound
object and page-level metadata.
Use if you have many compound objects with pagelevel metadata to import and already have compound
objects in separate directories.
Ideal if your third-party scanning vendor delivers files
in this format.
Object list
Use if you have one text file that lists all the
compound objects to import, such as data exported
from a database.
Use if you only have compound object-level
metadata. Do not use if you have page-level
metadata to import.
Ideal to use if you have collections with compound
objects that do not require page-level metadata.
Each compound object
must be in a separate
directory.
Each compound object
directory contains at
least a scans directory
and a tab-delimited text
file.
One tab-delimited text
file lists all the different
compound objects to
import.
Each compound object
must be in a separate
directory.
The tab-delimited text
file lists the compound
object directories.
Table 1. Understanding methods
Use the decision tree to determine the best method to use with your data type. This decision
tree assumes that you have many compound objects to import and that you are planning to
use the Add Compound Objects wizard.
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Are your scan files
separated into
compound object
directories?
No
Create compound object
directories for each
compound object.
Yes
Are they all the same
type of compound
object?
Yes
Do you have page-level
metadata for the
compound objects?
No
Do you have one list of
all the compound
objects to import?
No
Do you have tabdelimited text files for
each compound object?
Yes
Yes
Yes
Use directory structure
method.
Use object list.
Use directory structure.
No
Create text file listing all
compound objects and
object metadata or
create a text file for each
compound object.
Figure 2. Multiple compound object decision tree
Section IV:
Using Compound Object Wizard Method
The compound object wizard can be used with or without tab-delimited text files. If you use a
tab-delimited text file, you are importing compound object-level metadata, and possibly pagelevel metadata, into the collection. If you do not use a tab-delimited text file, you can add
compound object-level metadata using the Project Spreadsheet, and you will not need to map
fields.
Because of these differences, this section contains information about uploading compound
objects with and without the tab-delimited text files. We will use the same data for both
examples, which is contained in the Monograph Sample directory in the Multicmpdobj.zip file
associated with this tutorial. However, because we will change the data slightly for the two
examples, make a copy of the Monograph Sample directory. If you haven’t already done so,
unzip the Multicmpdobj.zip file. For this example, store all of the unzipped files on your C
drive. Once the sample files are unzipped on the C drive, you are ready to begin.
Using the compound object wizard without a tab-delimited text file
In this example, we will create separate directories for each method. Before continuing the
tutorial, follow the steps below to create a directory on your C drive or another location
accessible by the Project Client. Name the new directory cowiz-notab.
To create a new directory using Microsoft Windows XP:
1. Open My Documents in Windows Explorer and navigate to your C: drive, which is
accessible to your Project Client.
2. From the File menu, select New and then Folder.
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3. Name the folder cowiz-notab.
Note: If you are using a network drive rather than your C drive, you will need to map
the network drive so it is accessible to the Project Client.
Next, copy the folder Monograph Sample into the cowiz-notab directory. Make sure that it is a
copy and not the original downloaded files because we will make some changes to the
contents of this directory. Rename this directory History of the Ohio Canals. Now, we are
ready to begin the compound object import process.
Setting up directories
The compound object wizard imports files within a directory in alphanumeric order. If we were
adding more than one compound object, we would separate scan files by compound object by
creating compound object directories. Within the compound object directory, we would create
subdirectories to separate transcript, (optional) display image and scan files.
In this example, we are creating a single monograph; we’ve named it History of the Ohio
Canals. We are not adding display images or transcript files. However, we must create
subdirectories within the History of Ohio Canals directory to define the structure of the
monograph. CONTENTdm supports up to nine levels of hierarchy within a monograph.
When you do not have a tab-delimited text file, the alphanumeric order of the files within the
directories determines the order in which files will be imported. Open the History of Ohio
Canals directory to determine if you need to rename any of the files.
Figure 3. Files in History of Ohio Canals directory
The files are labeled to show what chapter they are in. (Because this is an excerpt of a longer
document, the page numbers are not sequential). Eventually, we will create directories and
move the scan files into the appropriate directory. Since the files will be imported in
alphanumeric order, which is not always the same as the order displayed in a Windows
directory, we know that files 01_Page 15 and 22 will be imported before 01_Page 7.
Therefore, we must rename the files to ensure that they will be imported in the correct order.
In choosing how to rename files, take page-numbering options within the wizard into account.
The wizard provides page-naming options within compound objects.

Use file name as titles. You can determine the sequence of page upload and retain the
original file name by entering a number and an underscore before the original file name.
For example, adding 001_ to cover.jpg ensures that your cover page is uploaded first. An
option within the wizard provides the ability to ignore the information before the
underscore when the titles are created from the file names. Using this option, the file
named 001_cover.jpg will appear as cover when it is displayed within the collection.
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
Label pages using sequence. Pages are uploaded in alphanumeric order. Then they are
named with your choice of prefix and starting with a number of your choice. The default
selections are Page and 1.

Label pages using tab-delimited text file. CONTENTdm uses the information from the
first field of the tab-delimited text file to label the pages. If you are importing
monographs, CONTENTdm uses the information in the first field after the CDM_LVL_NAME
field. When using tab-delimited files, the tab-delimited file data is in the title field of the
page metadata, and your chosen page naming option is used for the compound object
page navigation in the display.
For this example, we choose from the wizard the page numbering option Use file names as
titles. In addition, we select Ignore information before underscore. Knowing this, we
must rename the files within the folders so that they import in the correct order. Add
additional numbers to the prefix so that pages will be imported in ascending alphabetical
number.
Rename your files as follows:
Original File name
Revised File Name
0001_Cover.TIF
No change
01_Page 7.TIF
01-1_Page 7.TIF
01_Page 15.TIF
01-2_Page 15.TIF
01_Page 22.TIF
01-3_Page 22.TIF
0002_Inside Cover.TIF
No change
02_Page 8.TIF
02-1_Page 8.TIF
02_Page 16.TIF
02-2_Page 16.TIF
02_Page 23.TIF
02-3_Page 23.TIF
0003_Map.TIF
No change
03_Page 9.TIF
03-1_Page 9.TIF
03_Page 17.TIF
03-2_Page 17.TIF
03_Page 24.TIF
03-3_Page 24.TIF
04_Page 18.TIF
04-1_Page 18.TIF
0007_Table of Contents.TIF
No change
0008_Table of Contents.TIF
No change
0013_Preface.TIF
No change
Roster.txt
No change
Your files should look similar to the image below.
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Figure 4. Renamed files within History of Ohio Canals directory
Now, you are ready to create directories to delineate chapters, move the appropriate files into
the chapters and then delete the tab-delimited text file. We want to create four chapter
directories named Chapter 1, Chapter 2, Chapter 3, and Chapter 4.
Create four directories now. Move the files beginning with 01 into the Chapter 1 directory,
move the files beginning with 02 into the Chapter 2 directory, move the files beginning with
03 into Chapter 3 directory, and move the file beginning with 04 into the Chapter 4 directory.
Then, delete the roster.txt file.
Your files should look similar to the image below.
Figure 5. Moved files within subdirectories
You are now ready to use the wizard to import the compound object.
Using the compound object wizard
Once you have the compound object directories created and the scan files renamed to import
alphanumerically in the order of the monograph pages, you are ready to use the compound
object wizard. Use the wizard to add as many compound objects as you would like, as long as
the fields in each compound object map to the same fields in the collection.
To access the compound object wizard:
1. Navigate to the Home or Project tab, click Add Compound Objects from the left task bar
or the Add menu. The Add Compound Objects screen displays.
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Figure 6. Select Compound Object Wizard
2. On the Import Objects tab, select Compound Object Wizard and click Add to start the
wizard. The Choose Type screen displays.
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Figure 7. Choose type without tab-delimited text file.
3. Select Monograph, which is the compound object type that we are importing.
4. Select No in answer to the question “Is compound object structure and metadata
defined by tab-delimited text file?” Then, click Next. The Select Directory screen
displays.
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Figure 8. Select directory
5. Browse to the directory that contains your files. Click OK and Next. The Display Image
Settings screen displays. If a CONTENTdm administrator has enabled full resolution
images in your collection, the Display Image Settings screen displays.
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Figure 9. Display Image Settings screen
6. Select whether to generate display images. (For additional information, see Managing
Archival Files.) To simplify this tutorial, we are not using the Archival File Manager.
However, when working with high-resolution images, you always have the option to set
whether you want CONTENTdm to automatically generate display-quality versions of the
high resolution images that you add. Click Image Options to review or edit display image
settings.
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Figure 10. Page Information screen
7. Click Next. The Page Information screen displays. Specify the options Use file names as
titles and Ignore information before underscore since this is how we set up our pages
earlier in the tutorial. Select No transcripts because we are not adding any transcripts at
this time. Click Next. The Confirm Settings screen displays.
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Figure 11. Confirm Settings screen
8. The settings we specified in the wizard are displayed in the Confirm Settings screen. Click
Finish. Or click Back to make changes. The Summary screen displays to indicate that the
pages are added to the Compound Object wizard. Click Close.
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Figure 12. Add Compound Objects screen
9. The Add Compound Objects screen displays with the just-added compound object shown
in the Add list. You can add more compound objects to the list by repeating the previous
steps for each compound object. When you have finished creating all the compound
objects you want to add at one time, click Finish to add the compound objects to your
project. You can also close the Project Client and your Add list will be retained between
sessions. When you have added all the compound objects you want to the Add list, click
Finish.
Figure 13. Summary screen
10. A progress dialog displays as the compound objects are processed. When complete, the
Summary screen displays to confirm that the compound objects have been added to your
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Using the Add Compound Objects Wizard
project. Any errors or warnings are also displayed in the Summary screen. Click Close.
The compound object is displayed in your project spreadsheet.
Once the monograph is added to your project, you can view the compound object, make
changes to the page order or add or edit metadata if needed and upload it to the server for
approval.
Entering Metadata
After you add compound objects to the Project Client they are displayed in the spreadsheet.
There are two levels of metadata within a compound object: Compound object-level metadata
and page-level metadata.

Compound object-level metadata is information about the compound object itself, such
as document or book title, creator, and total number of pages.

Page-level metadata is the information about each page, which can include transcripts
or page text.
Figure 14. Project spreadsheet with compound object
For information about entering or editing compound object metadata, see Using the Item
Editing Tab in the Help files.
When making changes in the Item Editing tab, save your changes by clicking Save.
In this example, we are not adding any additional compound objects. We are ready to upload.
Uploading items
To upload items to the pending queue on the server, navigate to the Project tab. Make sure
that any items or compound objects you want to upload are not open in the Item Editing tabs.
From the Project tab, select the items in the project spreadsheet you want to upload by
selecting the checkbox in each item row. Click Upload for Approval.
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For additional information about uploading items, see Uploading Items from the Project
Tab in the Help files.
When the upload is complete, a CONTENTdm administrator can review the pending queue and
approve the items before they become part of the collection and are viewable in the Web
interface.
Using the compound object wizard with a tab-delimited text file
Now that we have successfully uploaded a compound object without a tab-delimited text file,
we will upload a compound object that has a tab-delimited text file. In the steps below, we will
create a new directory in a location that is accessible by the Project Client. Name the new
directory cowiz. In this example, we will create this directory on the C drive.
If you plan to use a network directory as your import location, confirm that you can access the
network drive from the Project Client location.
Setting up directories
The compound object wizard imports all files within a directory. Separate your scan files by
compound object by creating compound object directories. In the compound object directories,
separate transcripts, custom display images (if you are adding them) and scan files (or source
images). The example below shows a directory of a compound object with both transcript files
and custom display images (although we are not adding custom display images in this
tutorial).
Figure 15. Compound Object with Display and Transcript Directories
In this tutorial, we will change the name the folder Monograph Sample, to History of the Ohio
Canals. This is our compound object directory. Open the compound object directory and verify
that there is a tab-delimited text file in this directory. Now, we are ready to begin the import
process. Since we are using a tab-delimited text file to define the structure of the monograph,
the tab-delimited text file can be in the same directory as your scan files.
Naming files and determining page information
When you import metadata using a tab-delimited text file, the import order and compound
object structure is determined by the tab-delimited text file. You do not need to rename files
to ensure that the items are loaded in the correct order. However, you do need to determine
how the pages of your compound object will be named, which is one of the options in the
compound object wizard.
The wizard provides three ways to name compound object pages:

Use file name as titles. You can determine the sequence of page upload and retain the
original file name by entering a number and an underscore before the original file name.
For example, adding 001_ to cover.jpg ensures that your cover page is uploaded first. An
option within the wizard provides the ability to ignore the information before the
underscore when the titles are created from the file names. Using this option, the File
001_cover.jpg appears as cover when displayed within the collection.

Label pages using sequence. Pages are named with your choice of prefix and starting
with a number of your choice. The default selections are Page and 1.

Label pages using tab-delimited text file. CONTENTdm uses the information in the
first field of the tab-delimited text file to label the pages. If you are importing
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monographs, CONTENTdm uses the information in the first field after the two CDM_LVL
fields.
When you use tab-delimited text files, it is important to note that data in the tab-delimited file
is never overwritten with your page-naming selection. This means if you chose a page-naming
option from the wizard, the chosen page naming option is used in the compound object
navigation, but not in the title field of the metadata for the pages.
The titles from the tab-delimited file are imported into the title fields of each page. This also
enables you to have title metadata that differs from the page navigation labels, if needed. If
you want to have the page navigation and the metadata in the title field the same, you can
select the option to Label pages using tab-delimited file.
Open the compound object directory and check how your files are named.
Figure 16. Check file names
The file names are labeled using an underscore, so we could select Use file names as titles
with the option Ignore information before underscore. Because we have a tab-delimited
text file, we could also use Label pages using tab-delimited text files.
If we select the Label pages using tab-delimited text files option, CONTENTdm uses the
text in the first column to name the pages. When importing monographs, CONTENTdm uses
the first column after the monograph structure fields. Keep this in mind when creating your
own tab-delimited text files.
Creating tab-delimited text files
A tab-delimited text file used when you add a compound object must contain metadata about
the compound object. It can have any name. In our example, the tab-delimited text file is
named roster.txt.
Page-level metadata is optional. If you are adding a monograph, the tab-delimited text file
must also define the compound object's structure using two additional fields placed as the first
two fields of the data.
Because we are creating a monograph in this example, we must have two additional fields in
our tab-delimited text file to organize the monograph structure:
CDM_LVL. This field defines the hierarchical levels of the compound object file. CONTENTdm
supports up to nine levels in a monograph. The first level is 0. For example, a title page, table
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of contents, and preface may all be at level 0. Chapter headings may be at Level 1. Section
headings may be at Level 2.
CDM_LVL_NAME. This field defines the names of the levels of the compound object file. For
instance, Chapter 1 and Chapter 2 may be the names of Level 1. All records within the same
level must contain the same CDM_LVL_NAME.
If you wish, you can open the tab-delimited text file named roster.txt and follow along. Or,
you can create a tab-delimited text file and then compare the results of your text file with the
existing file.
To create a tab-delimited text file using Microsoft Excel:
1. Open Microsoft Excel.
2. In the first row of an empty Microsoft Excel Worksheet, enter metadata field names from
your collection of the metadata that you want to import.
In this example, we enter the following field names from left to right. This is only an
example and your collection will likely contain more fields that you will want to capture.





CDM_LVL
CDM_LVL_NAME
Title (This data will be imported into the title field of each page and can be used as
page navigation, if you select this option in the compound object wizard.)
Subject
File name
3. In the second row of the tab-delimited text file, enter the compound object-level metadata
for the first compound object. In this case, we enter metadata for a book entitled History
of Ohio Canals.
This metadata is all that is required for documents. For monographs, we must complete
the CDM_LVL and CDM_LVL_NAME field for each scan file we are importing. In addition,
we will add titles for each page. The information appears similar to the screenshot below.
Figure 17. Tab-delimited text file for a monograph
4. Use the Save As… command to save the Excel spreadsheet as a tab-delimited text file.
You may be asked to confirm this choice. Close the file.
5. Open the file again using Notepad or a similar text editing tool to confirm the following:
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



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Each record ends with a carriage return.
There is not an extra carriage return after the last record.
There are no carriage returns or tabs within a field.
There are no special characters within the fields. Special characters are: \ / : * ? " < >
If you need additional assistance with creating a tab-delimited text file, review Section VII:
Working with tab-delimited text files.
The tab-delimited text file contains a title field. This data in the title field of the tab-delimited
text file will be imported into the title field of each page. If you want the page navigation of
the compound object and the metadata in the title field to be the same, you will use the Label
pages using tab-delimited text file option in the wizard to name your pages.
Using a tab-delimited text file with the compound object wizard
Once we have created the compound object directories and the tab-delimited text file, we are
ready to use the compound object wizard to import a compound object with tab-delimited text
file. Use the wizard to add as many compound objects as you would like, as long as the fields
in each compound object correspond or map to the same fields in the collection.
To access the compound object wizard:
1. Navigate to the Home or Project tab, and click Add Compound Objects from the left task
bar or the Add menu. The Add Compound Objects screen displays.
Figure 18. Compound Object Wizard
2. On the Import Objects tab, select Compound Object Wizard and click Add to start the
wizard. The Choose Type screen displays.
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Figure 19. Select Compound Object Type
3. Select Monograph, which is the compound object type that we are importing.
4. Select Yes to indicate that you want your compound object metadata defined by a tabdelimited text file. Click Next. The Import Type screen displays.
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Figure 20. Browse to the tab-delimited text file and the items
5. Click Browse to navigate to the directory that contains your tab-delimited text file. When
you’ve selected the tab-delimited text file, click Open. This returns you to the Import Type
screen where the file path is shown in the text box. Select the type of items to import (in
this example, select Import files from a directory). Click Browse to navigate to the
directory with your images or scanned files. Click Next.
6. Select whether to generate display images. (For additional information, see Managing
Archival Files.) To simplify this tutorial, we are not using the Archival File Manager.
However when working with high-resolution images, you always have the option to set
whether you want CONTENTdm to automatically generate display-quality versions of high
resolution images that you add. Click Image Options to review or edit display image
settings.
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Figure 21. Display Image Settings
In this example, select Yes since our files are high resolution TIF images. Select Next.
The Page Information screen opens.
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Figure 22. Specify page name
7. In the Page Information screen, select Label pages using tab-delimited text file. In
the Transcript section of the screen, select No transcripts because we are not using full
text in this example.
8. Click Next. The Confirm Settings screen displays, showing the settings we specified in the
wizard. Click Back to make changes. Click Finish to add the compound object to the Add
list.
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Figure 23: Confirm Settings screen
9. The Summary screen displays to indicate that the pages are added to the wizard. Click
Finish, which includes the compound object in the Add list.
The following screenshot shows the History of Ohio Canals within the Add list. Compound
objects queued in the Add list will remain there until you upload them.
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Figure 24. Add list containing a monograph
The Add Compound Objects screen displays with the just-added compound object shown in
the Add list. You can add more compound objects to the list by repeating the previous steps
for each compound object.
Map fields
When you use a tab-delimited text file to add metadata, the Map Fields tab becomes active.
The Map Fields tab allows you to match the fields from your tab-delimited text file to the fields
in the collection. If you do not map fields, the fields that you are importing and the data in
them are matched to the collection field based on order. This means that the data might be
imported into an incorrect field. So always check that the fields are mapped correctly.
More than one imported field can map to the same collection field with the exception of the
collection field called Object File Name. Only one imported field (usually your file name field)
can map to the Object File Name. If you do not want to use an imported field, select None to
indicate that there is no corresponding collection field. Fields mapped to None are not
imported.
When adding multiple compound objects to the Add list, all of the compound objects must
have identical field mappings.
To map fields:
1. Select the Map Fields tab. The fields within your tab-delimited file are in the Import Fields
column on the left. The Collection Fields column is on the right.
2. Click the drop-down arrow in the Collection Fields column.
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Figure 25. Map Fields screen, displaying Collection Fields
3. Select the collection field to map to.
4. When you complete mapping your imported fields to your collection fields, click Finish to
add the compound objects to your project.
Once you add the monograph to your project, you can view the compound object, make
changes to the page order, and add or edit metadata in the Item Editing tab.
For information about entering or editing compound object metadata, see Using the Item
Editing Tab in the Help files.
When you have completed your metadata edits, you are ready to upload your compound
objects.
For additional information about uploading items, see Uploading Items from the Project
Tab in the Help files.
When the upload is complete, a CONTENTdm administrator can review the pending queue and
approve the items before they become part of the collection and are viewable in the Web
interface.
Section V:
Using Directory Structure
When you import compound objects using Directory Structure, setting up the directories is the
most important part of the process.
To import compound objects using Directory Structure, you must align your files in a specific
directory layout, and you must create a tab-delimited text file for each compound object you
add. When you use Directory Structure to import multiple compound objects, each compound
object must be of the same type.
All compound objects that you add using the Directory Structure method remain in the Add list
until you click Finish from the Add Compound Objects screen.
For each compound object, we will create a tab-delimited text file that contains compound
object-level metadata. We can also enter page-level metadata into the tab-delimited text file,
but it is not necessary.
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In this tutorial, we will use the Directory Structure method to add three editions of the Utah
Ski Archives to our collection. We must create separate directories for each of the three
compound objects. Within each compound object directory, we will create another directory,
named Scans, to store our scans or image files. We will create a tab-delimited text file to
reside in each compound object directory. (If we wanted to use custom display images or
transcripts, we would create additional directories within each compound object directory.)
Then, we will use the Compound Object wizard to import these three compound objects into
the Add list.
Setting up directories
First, we must establish a root directory that contains all the files we are adding. Within this
root directory, we will create subdirectories containing all the files of each compound object
we are adding.
Within each compound object directory are:

A tab-delimited text file, which is required, that defines the metadata for the compound
object. The tab-delimited text file must have the same name as the compound object
directory. Optionally, the tab-delimited text file may also define the compound object's
structure and contain page-level metadata.

A subdirectory that contains the files that make up the compound object.
CONTENTdm assumes that this is named Scans, but the wizard provides you an
opportunity to change the directory name.

A transcripts subdirectory, which is optional. This subdirectory contains text files that
are used for full text transcripts. The text files must be named with the same root name as
the files that make up the compound object. For instance, item.txt would be the transcript
for a scanned file named item.tif.

A display subdirectory, which is optional. This subdirectory contains custom display
images for full resolution scans. Display images must have the same root name as the full
resolution scans. For instance, item.jpg is the display image for a scanned file named
item.tif.
In the example pictured below, all three compound object directories have the required Scans
directories. In addition, one has a display directory, and one has a transcripts directory. The
tab-delimited text files are within the compound object directory.
Figure 26. Example of Directory Structure set-up options
In this tutorial, we will create a root directory and three compound object subdirectories within
the root directory in a location that can be accessed by the Project Client.
First, create the root directory and name this directory Directory Structure Uploads.
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Next, we create or add subdirectories within this directory. The names of the subdirectories
reflect the names of the compound objects we are creating. In this example, subdirectory
names are:

Autumn 1993

Fall 1994

Spring 1994
For this exercise, we can use the data in Multicmpobj.zip. Unzip the file if you haven’t already
done so and open the directory named Utah Ski Newsletters (DS). Copy the three directories
into the new Directory Structure Uploads directory.
Now, within each of the three compound object subdirectories, we will create a Scans
directory. The Scans directory will hold all of the actual scan files that make up the compound
object. If your directories are not named Scans, and are named Images for example, you can
enter the name of these folders in the wizard. However, the same name must be used in all
three compound object subdirectories.
If you have chosen to copy directories from the sample data files provided with this tutorial,
the Scans directories already exist within the compound object subdirectories.
When we have finished creating all folders, the directory structure appears as shown:
Figure 27. Directory Structure Method Directories
If we were creating monographs and were not using a tab-delimited text file to define
structure, we could define structure by creating directories within the compound object
directory that reflect the structure of the monograph, as we saw in the first compound object
wizard example. For instance, we might have directories within each compound object
directory named Chapter 1, Chapter 2, etc. In this example, we are importing documents, so
we don’t need to create other directories.
Now we are ready to rename scan files and create a tab-delimited text file.
Naming files and determining page information option
As discussed in the Compound Object Wizard section, the wizard provides you with three ways
to name the pages within your compound object.

Use file name as titles.

Label pages using sequence.

Label pages using tab-delimited text file.
For this example, we will select Use the file names as titles. If necessary, we would add
prefixes to the file names to ensure that the files are imported in the correct order.
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Figure 28: Rename Files for Directory Structure method
Creating tab-delimited text files
Using the Directory Structure method requires a tab-delimited text file for each compound
object that you are adding. This tab-delimited file defines the metadata for the compound
object. The tab-delimited text file must have the same name as the compound object
directory. Page-level metadata is optional.
In this example, we are adding documents. If we were adding a monograph with a tabdelimited text file, the tab-delimited text file would need to define the compound object
structure with the CDM_LVL and CDM_LVL_NAME fields. The use of these two fields was
demonstrated in the example for the Compound Object wizard section, when we imported a
monograph.
In this tutorial, we will create three tab-delimited text files using Microsoft Excel. The tabdelimited text files will reside in each of the compound object subdirectories (but outside the
scans directory), as in the image shown below:
Figure 29: Tab-delimited text files located outside of the Scans directory
If you prefer to use the tab-delimited text files provided in the sample data, open the files and
compare the data with the information in this tutorial.
To create a tab-delimited text file using Microsoft Excel:
1. Open Microsoft Excel.
2. In the first row of an empty Excel worksheet, type the field names of the metadata that
you want to import.
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In this example, we enter the following field names in the first row of our Excel worksheet
from left to right:
Title
Creator
Subject
Description
Publisher
Contributors
File Name
Note: The data in the sample text files have more fields than are shown here.
3. In the second row, enter the compound object-level metadata for the first of your three
compound objects.
In this example, we will enter metadata for the Autumn 1993 compound object directory.
Enter the following data in the second row from left to right:
Title
Utah Ski Archives
Creator
Friends of the Ski Archives
Subject
University of Utah Libraries --Periodicals; Skis and skiing --Utah-Periodicals.
Description
This is third edition of the 1993 Utah Ski Archives. Autumn 1993, No.
3 collection.
Publisher
University of Utah Marriot Library Ski Archives Program
Contributors
Korologos, Mike; Thompson, Gregory C.
File Name
[leave this blank since this is compound object-level metadata]
Note: The data in the sample text files have more fields than are shown here.
Compound object-level data is all that is required for the Directory Structure import.
Adding page-level metadata is optional. However, we will add page-level metadata in this
example.
4. In rows 3-8 of the Excel worksheet, we add the titles of the stories on each page and the
file name. This is the only page-level metadata that we will add.
Enter the following data in the Title field and File Name fields in rows 3-8.
Title
File Name
Ski Founders Commemorative
001_Cover.jpg
October 28: A Ski Affair to Remember;
Quinney: Visionary, Achiever, Contributor
001_Page 2.jpg
We Need Your Help
003_Page 3.jpg
Bear Hollow, Engen Museum Add to Ski Lore
004_Page 4.jpg
Archives to Salute Ski Area Pioneers
005_Page 5.jpg
Tales from the Archive
006_Page 6.jpg
Note: The data in the sample text files have more fields than are shown here.
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The spreadsheet appears similar to the screenshot below.
Figure 30. Create Tab-delimited text file for Directory Structure Method
5. Save the Excel spreadsheet as a tab-delimited text file with the same name as the
compound object directory. You may be asked to confirm this choice. Once you do, close
the file.
6. Open the file again using Notepad or a similar text editing tool to confirm that:




Each record ends with a carriage return.
There is not an extra carriage return after the last record.
There are no carriage returns or tabs within a field.
There are no special characters within the fields. Special characters are: \ / : * ? " < >
If you need additional assistance with creating a tab-delimited text file, review Section VII:
Working with tab-delimited text files.
After you have created a tab-delimited text file for the Autumn 1993 compound object, add
the file to the compound object subdirectory, but outside of the Scans directory. Then, create
tab-delimited text files for Fall 1994 and Spring 1994. If you would rather, open the tabdelimited text files provided in the sample data and compare them with the information in this
tutorial.
Using the Directory Structure method
Now that we have tab-delimited text files within each compound object directory, our scan
files residing in a Scans directory within that compound object directory, and our scan files
named so that they are imported in the correct order, we are ready to use the Add Compound
Objects wizard Directory Structure method to import these three compound objects.
1. From the Home or Project tab in the Project Client, click Add Compound Objects from
the left task bar.
2. Select Directory Structure from the drop-down list and then click Add.
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Figure 31. Select Directory Structure
3. Choose Document for the type of compound object that you are importing. Then, click
Browse to navigate to the root directory where the compound object directories are
located.
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Figure 32. Select the Document type in the Directory Structure method wizard
The next screen allows you to provide the name of the subdirectory that contains your
scan files (if it is not named Scans).
4. Click Next. We are using Scans as the directory name, so we do not change the selection.
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Figure 33. Specify the name of the directory, if it is not labeled Scans
5. Select whether to generate display images. (For additional information, see Managing
Archival Files.) To simplify this tutorial, we are not using the Archival File Manager.
However when working with high-resolution images, you always have the option to set
whether you want CONTENTdm to generate display-quality versions of high resolution
images you add. Click Image Options to review or edit display image settings.
In this example, select Yes because our files are high resolution JPG images. Select Next.
The Page Information screen displays.
6. Determine how the pages of the compound object should be named. Select the options
Use file names as titles and Ignore information before underscore.
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Figure 34. Select page naming
If you have full text search enabled for a field in your collection, you will have three
transcript options to choose from:



Import transcript files from a directory. To use this selection, you must have a
transcripts subdirectory within the compound object directory. If you choose to call the
subdirectory by a name other than transcripts, you have an opportunity to change the
directory names.
Generate transcripts using OCR. This option requires that the CONTENTdm OCR
Extension is installed on your Project Client and uses optical character recognition to
extract transcript text from your images.
No transcripts.
In our example, we do not have full text search enabled in our collection so we do not
need to make a selection. Click Next.
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Figure 35. Confirm Settings screen
7. The Confirm Settings screen displays. Review the information. Click Back to make
changes or Finish to add your compound objects to the Add list. The Summary displays
showing any errors or warnings. Click Close.
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Figure 36. Summary screen
Compound objects queued in the Add list will remain there until they are uploaded or manually
deleted from the list.
Figure 37. The Add list in the Add Compound Objects wizard
When you use a tab-delimited text file to add metadata, the Map Fields tab becomes active.
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The Map Fields tab allows you to match the fields that you are importing with the fields in the
collection. If you do not map fields, the fields that you are importing are matched based on
order. All compound objects in the Add list must have identical field mappings.
See Map Fields in the compound object wizard section for more information on mapping
fields. When you complete mapping your imported fields to your collection fields, click Finish
to add the compound objects to your project
Once you add the compound objects to your project, you can view the compound objects,
make changes to the page order, and add or edit metadata in the Item Editing tab.
For information about entering or editing compound object metadata, see Using the Item
Editing Tab in the Help files.
When you have completed your metadata edits, you are ready to upload your compound
objects.
For additional information about uploading items, see Uploading Items from the Project
Tab in the Help files.
When the upload is complete, a CONTENTdm administrator can review the pending queue and
approve the items before they become part of the collection and are viewable in the Web
interface.
Tip: Upload large numbers of compound objects during off hours by uploading items for
approval before you leave for the day.
Section VI:
Using Object List
When using the Object List method to add compound objects, directories are set up similar to
the Directory Structure method with a root directory and a separate compound object
subdirectory for each compound object. However, this method requires a single tab-delimited
text file that contains all your compound object-level metadata. You cannot enter page-level
metadata with this method.
You are limited to importing one type of compound object at a time, such as all monographs
or all documents. The tab-delimited text file you create must contain the names of each of the
compound object subdirectories that we are adding. Within the wizard, we will enter the field
name that contains the names of the compound object directories.
In this tutorial, we will add the same documents that we used in the Directory Structure
method. As in the directory structure method, we must create a separate subdirectory for
each compound object that we import.
Setting up directories
First, we must establish a root directory that contains all the files we are adding. Within this
root directory, we will create compound object directories containing all the files for each
compound object we are adding.
These compound object directories are named exactly as listed in the designated field of the
tab-delimited file. CONTENTdm uses the Title field as the default, but you can change which
field you are using as your designated file name.
The structure of each compound object and the order of its pages are determined by the
structure and order of the files within the directory.
Within the compound object directory are:

Any subfolders that reflect the structure of the compound objects that you are adding.
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
The files that make up the compound objects, named so that their order within the
directory reflects the order they should be in within the compound object.

A transcripts subdirectory, which is optional. This subdirectory contains text files that
are used if you want to add full text transcripts. The text files must be named with the
same root name as the files that make up the compound object. For instance, item.txt
would be the transcript for a scanned file named item.tif.

A display subdirectory, which is optional. This subdirectory contains custom display
images for full resolution scans. Display images must have the same root name as the full
resolution scans. For instance, item.jpg is the display image for a scanned file named
item.tif.
In this tutorial, we will create a root directory and three compound object subdirectories in a
location that can be accessed by the Project Client.
First, create the root directory and name this directory Object List Upload.
Next, we create or add three compound object-level directories within the Object List Uploads
directory. The names of the subdirectories reflect the names of the compound objects we are
creating. In this example the subdirectories are named:

Autumn 1993

Fall 1994

Spring 1994
For this exercise, we can use the data in Multicmpobj.zip. Unzip the file if you haven’t already
done so and find the directory named Utah Ski Newsletters (OL). Copy the three directories in
that directory and the text file into the new Object List Upload directory.
Your directory structure for the Object List method is similar to the image below.
Figure 38. Object List directory
Naming files and determining page information option
As discussed earlier in this tutorial, the Add Compound Objects wizard provides three ways to
name the pages within your compound objects:

Use file name as titles.

Label pages using sequence.

Label pages using tab-delimited text file.
For this example, we select Use the file names as titles. The example data already has
prefixes to ensure that the scan files import in the correct order.
Creating a tab-delimited text file
Create your tab-delimited text file in the root directory Object List Upload. The first row of
your tab-delimited text should contain the field names you are importing. One of the fields in
the first record must designate the name of the compound object folders. In our example, the
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field that designates the name of the compound object folders will be Directory Name. All
subsequent records list the compound object-level metadata for each of the compound objects
being added, and one field must contain the name of the compound object directory.
Remember, this method does not support page-level metadata.
If you are importing a monograph, create a directory structure that matches the structure of
the monograph that you are importing. In this example, we are importing documents and
additional directory structure is not needed.
Create a tab-delimited text file using Microsoft Excel. The tab-delimited text file resides in the
root of the import directory.
If you prefer to use the tab-delimited text file provided in the sample data, open the text file
from the Object List Uploads directory and compare the data with the information in the
tutorial.
To create a tab-delimited text file using Microsoft Excel:
1. Open Microsoft Excel.
2. In the first row of an empty Microsoft Excel Worksheet, enter the field names of the
metadata that you wish to import.
In our Excel worksheet, we enter the following field names from left to right:
Directory
Name
Article
Title
Creator
Publisher
Contributors
Rights
Management
Newsletter
Date
3. In the second row, enter the compound object-level metadata for the first compound
object to import. Fall 1994.
4. In the third and fourth rows, add the compound object-level metadata for Autumn 1993
and Spring 1994, as shown below.
Figure 39. Tab-delimited text file for Object List method
5. Save the Excel spreadsheet as a tab-delimited text file. Use any name for the tabdelimited text file. In our example, the name is Utah Ski Doc List. Once you save the file
as a tab-delimited text file, you may be asked to confirm this choice. Once you do, close
the file.
6. Open the file again using Notepad or a similar text editing tool to confirm the following:




Each record ends with a carriage return.
There is not an extra carriage return after the last record.
There are no carriage returns or tabs within a field.
There are no special characters within the fields. Special characters are: \ / : * ? " < >
If you need additional assistance with creating a tab-delimited text file, review Section VII:
Working with tab-delimited text files.
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Using the Object List method
Now that the object list text file is created and separate compound object directories
established, we are ready to use the Add Compound Objects wizard Object List method to add
these three compound objects.
1. From the Home or Project tab, click Add Compound Objects from the left task bar.
2. Select Object List from the Add Using drop-down list, and then click Add.
Figure 40. Select Object List
3. Choose Document for the types of compound objects that you are importing.
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Figure 41. Select Document
4. Next to the File Name field, click Browse to navigate to the tab-delimited text file. Select
the tab-delimited text file, and then click Open.
5. Next to the Scans Directory field, click Browse to select the directory where your files
are stored. Click OK at the root directory. Click Next. The Choose Mapping Field screen
opens.
6. Use the drop-down list to select Directory Name, which is the field within the tabdelimited text file that contains the names of the compound object directories.
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Figure 42. Choose Mapping Field screen
7. Select whether to generate display images. (For additional information, see Managing
Archival Files.) To simplify this tutorial, we are not using the Archival File Manager.
However when working with high-resolution images, you always have the option to set
whether you want CONTENTdm to generate display-quality versions of high resolution
images you add. Click Image Options to review or edit display image settings.
In this example, select Yes since our files are high resolution JPG images. Select Next.
The Page Information screen displays.
8. Determine how the pages of the compound object are to be named. Select the option Use
file names as titles. Also, select Ignore information before underscore.
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Figure 43. Select page numbering method
In this example, we do not have full text search enabled in our collection, so we do not
need to select any transcript options. Click Next.
9. The Confirm Settings screen displays. Review the information. Click Back to make
changes or Finish to add your compound objects to the Add Compound Objects wizard
Add list.
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Figure 44. Review Object List Confirm Settings screen
10. The Summary screen displays any errors or warnings and indicates that the compound
objects are added to the Add list. Click Close..
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Figure 45. Summary screen
11. The three compound objects are displayed in the Add list. Click the Map Fields tab to
match the fields that you are importing with the fields in the collection. If you do not map
fields, the fields that you are importing are matched based on order.
All compound objects in the Add list must have identical mappings. All fields in all compound
objects must map to the same collection fields.
See Map Fields in the compound object wizard section for more information on mapping
fields.
Once you add the compound objects to your project, you can view the compound objects,
make changes to the page order, and add or edit metadata in the Item Editing tab.
For information about entering or editing compound object metadata, see Using the Item
Editing Tab in the Help files.
When you have completed your metadata edits, you are ready to upload your compound
objects.
For additional information about uploading items, see Uploading Items from the Project
Tab in the Help files.
When the upload is complete, a CONTENTdm administrator can review the pending queue and
approve the items before they become part of the collection and are viewable in the Web
interface.
Tip: Upload large numbers of compound objects during off hours by uploading items for
approval before you leave for the day.
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When the upload is complete, a CONTENTdm administrator can review the pending queue and
approve the items before they become part of the collection and are viewable in the Web
interface.
Section VII:
Working with tab-delimited text files
Tips for creating a tab-delimited text file:
If you do not format your tab-delimited text file correctly, you will be unable to import your
compound object or your compound object may not appear as expected. In your tab-delimited
text file:

Eliminate carriage returns in metadata, especially at the end of columns and at the end of
file.

Eliminate unnecessary tabs in metadata.

Use the last field for the file name. Do not enter path information.

Confirm that the entries in the file name fields match the file names exactly. Be wary of
the letter O and the number 0, the letter l and the number 1, hyphens, spaces, and other
characters that are easily mistaken for one another.

Check that you do not have word-wrap enabled in Microsoft Excel or in Notepad.
If there is an error in a compound object, you may see it in the Add list or the Summary
screen. The cell that contains the error will be marked with a red error icon.
If you receive an error, do the following:
In the tab-delimited text file

Open the tab-delimited text file in Microsoft Excel to view the data.

Check that each row is complete and includes the file name.

Check that there are no special characters in the field names.

Check that there are no extra carriage returns after the data. There should only be one
carriage return after a record.

Check that the option Wrap Text is not selected.

Check that there are no extra tabs between the fields.

Move the file name field to the last column, if it is not already in the last position.

Check that you are not including paths in the file name field. Only include the file name.

If the error appears to be in a specific record that checks out OK, check the rows before
and after the record as well.
In the directories

Check that all the files listed in the tab-delimited text file exist in the directories.

Check that the directories and/or file names match the entries in the tab-delimited text
file.
Once you have checked the tab-delimited text files and directories, isolate the record with the
errors by dividing your import into small batches. Keep adding records until you discover your
error.
Try importing the images without a tab-delimited text file to ensure there are not errors with
the image files themselves.
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