Importing new digital heritage items (multiple step workflow)

The steps given below reflect a general workflow used by our team for many projects.

• You will likely adapt this to your own workflow that best fits your projects and resources. 
• This document does not provide a start-to-finish walkthrough. As the whole workflow consists of several unique steps, this document instead refers to detailed resources on each of those steps.

1) Download the digital heritage import template spreadsheet from your Mukurtu site.

• See Downloading metadata import templates and finding field format information for roundtrip for directions on downloading the spreadsheet template.
  • Or go directly to /import/mukurtu_import_node_digital_heritage (eg: https://myURL.com/import/mukurtu_import_node_digital_heritage) to download the template.
• Downloading the template from your site ensures that you are working with the most current version. This template is changed periodically, for example, if a metadata field is added or changed in a Mukurtu version update.
• See File formats, character encoding, and spreadsheet tools for more information on choosing a suitable spreadsheet tool.

2) Begin filling in digital heritage metadata.

• A common, but optional, method is to first go through and fill in descriptive metadata (eg: title, description, creator), and then go back and fill in technical Mukurtu metadata later (eg: protocol, GUID, username). This can all be done at once, or broken in multiple steps, as preferred.
• You may choose to rearrange or delete fields to best fit your needs, but this is optional, and may be project-dependent.
  • See General roundtrip notes and tips for more information
• At this time, leave the “Media Assets” field empty, this will be completed in another step.
• Refer to the resources below for information on correctly filling out and formatting each field:
  • Digital heritage metadata fields (2.1)
  • Digital heritage metadata fields for roundtrip
  • Finding Node IDs (NIDs) for roundtrip

3) Upload media assets to the media library.

• This workflow assumes that you have already prepared the access copies of your media files and are that they are ready to be uploaded. 
  • See Mukurtu CMS access copy sizes, resolutions, and file formats for more information.
• This workflow works best if you do not need to use the optional media asset fields, such as protocol, tags, or people. 
  • See Media asset metadata and Managing media access with cultural protocols for more information on the uses of these fields.
  • If you do need to use those optional fields, see the next step for information on updating media asset metadata, or consider using the ZIP archive import method.
• Refer to the resources below to see how to upload media assets:
  • Importing multiple media assets (web interface workflow)
  • Uploading media assets overview

4) Update the media asset metadata for recently imported media assets.

• This is optional. 
• If you do not need to use media protocols, or other fields like tags, people, and contributor (which support other tools), this step can be skipped. See Media asset metadata for more information.
• See Updating existing media asset metadata workflow for instructions.

5) Complete the “Media Assets” field on the digital heritage metadata spreadsheet.

• Enter the SCALD IDs (SIDs) of each media asset into the “media assets” field for the correct digital heritage item(s). If an item includes more than one media asset, separate multiple SIDs with a semicolon.
• Finding media asset SCALD IDs (SIDs) for roundtrip

6) Export or save the digital heritage metadata spreadsheet.

• Give the sheet a final review. Make sure that required fields are correctly filled in and formatted.
• Make sure it is a UTF-8 encoded CSV sheet.
• The workflow will vary for each spreadsheet tool.

7) Import the digital heritage metadata spreadsheet.

• Importing a digital heritage metadata spreadsheet