Training and Support

How to install:

The updated version can be downloaded at kyvl.org/projectclient.
Please note: This is a very large download file (almost 1GB)! Allow for plenty of time for the file to download.

You will need to have your license key (provided by KYVL) available. Contact KYVL for your institution's license key if needed. As a reminder, each KDL member institution is allowed one instance of the Project Client.

Once you have downloaded the installation file:

• Backup existing projects (optional) -- If you have items currently in your Project Client and want to make a copy as a backup, the files are located at C:\Users\[your Windows username]\AppData\Roaming\OCLC\CONTENTdm Project Client.
• Uninstall the 6.x version of the Project Client.
• Restart your computer.
• Install the updated (7.x) version of the Project Client.
• Restart your computer again.
• Open Project Client and confirm that your projects, settings, and any items have transferred correctly.

If you experience any issues, you can contact OCLC support for assistance.

• Getting Started with KDL rev. Jan 11, 2022
• Join the CONTENTdm User Communityrev. May 20, 2022
• KDL Metadata Standards rev. Oct. 3, 2022
• Rights Statements rev. April 19, 2022

• Customize the Collection Website rev. Oct. 4, 2022
• Edit Collection Title & Collection Details rev. Oct. 31, 2022
• Add a Custom Page rev. Oct. 3, 2022

• Create a New Project rev. Oct. 31, 2022
• Add Items Using a Tab-Delimited File rev. May 3, 2021
• Add Items Using CONTENTdm Project Client rev. Oct. 31, 2022
• Edit Using CONTENTdm Project Client rev. Oct. 31, 2022

• Edit Using CONTENTdm Admin rev. Sept. 6, 2022
• Approve and Index a Collection with CONTENTdm Admin rev. Oct. 3, 2022

• 1. Before you Begin: Get OpenRefine rev. April 22, 2021
• 2. Get Metadata and Create a Project rev. March 22, 2021
• 3. Metadata Prep: Getting Ready for Action rev. April 8, 2021
• 4. Metadata Transformed (forthcoming) rev. March 22, 2021
• 5. Back to the Future with CONTENTdm Tools (forthcoming) rev. March 22, 2021

The fundamentals of using CONTENTdm to manage your digital collections are covered in three OCLC webinars. Upcoming live webinars and recorded sessions can be found at the links below. Running times listed are for the recorded sessions.

• 1: Getting started with CONTENTdm (95 minutes)
• 2: Working with text in CONTENTdm (86 minutes)
• 3: Maintaining collections in CONTENTdm (83 minutes)

OCLC Community Center Sign In

KDL members with technical questions may participate in CONTENTdm Office Hours. CONTENTdm Product Manager Shane Huddleston holds office hours via WebEx the third Thursday of each month, starting at 2 pm Eastern Time / 1 pm Central.

CONTENTdm Office Hours WebEx link.

OCLC Office Hours

• Add Finding Aids
• Embed EAD HTML
• Adding EAD-Encoded Finding Aids in CONTENTdm
• Sample EAD-Encoded Finding Aud XML 

• Digitization is the reformatting of a tangible, analog object into a computer file. Reformatting can also include conversion from one digital format to another.
• Best practice is to reformat once, the right way, saving time (thus money), wear and tear on originals, equipment, etc.
• Digitization is not the same as preservation, and disposing of physical items once digitized is not considered best practice.

Basic process

1. Create master (uncompressed) file.
   1. For analog content: Scan/sample
   2. For born-digital content: Convert
2. Name the file in a consistent way.
3. Perform quality control; edit as needed.
4. Save master on stable, long-term storage.
5. Create derivative or access file.
6. Share access files as needed.

For more information, see   Digital Reformatting and File Management, courtesy of the Public Library Partnerships Project.

Scan at the best resolution you can afford to store

• Resulting digital file should have 4000 to 8000 pixels across the long dimension, excluding mounts and borders.
• Calibrate monitor and scanner according to manufacturer's instructions

For more information, see   Digital Reformatting and File Management, courtesy of the Public Library Partnerships Project.

KDL metadata standards were approved by KYVL Leadership team May 18, 2018, and are consistent with minimum Digital Public Library of America metadata requirements. Most recent version November 2021.

KDL Metadata Standards

To request a new collection for your institution, complete the KDL Add Collection Request Form. A KDL administrator will notify you when the collection has been added.

Give your collections the look and feel you want.

Follow the steps below or view the  Customize the Collection Website tutorial to:

• Add your institution's logo and colors to collection header.
• Edit the collection descriptions on the KDL home page and collection landing page.

To upload shared vocabulary to a collection:

• In Website Config Tool
  • Editing collection
    • Select collection
    • Change
  • Custom group
    • Custom pages
      • manage files
        • Upload OR
        • New File
• Once file is loaded:
  • Navigate to file
  • Right-click
  • Copy URL

To add controlled vocabulary from file:

In Admin > Fields:

• Edit field
• Controlled vocabulary: Yes
• Create new > Import: Use the following syntax (collection level):
  • LINK http://cdm17244.contentdm.oclc.org/customizations/collection/COLLECTION-ALIAS/pages/FOLDER/FILENAME.txt
  • PATH /cdm/sites/17244/Website/public_html/customizations/collection/COLLECTION-ALIAS/pages/FOLDER/FILENAME.txt

(Path to file syntax - Site level)

• LINK http://cdm17244.contentdm.oclc.org/customizations/global/pages/FOLDER/FILENAME.txt
• PATH /cdm/sites/17244/Website/public_html/customizations/global/pages/FOLDER/FILENAME.txt

Monthly pageview reports are available for CONTENTdm collections. KDL admins can run these reports for their institutional collections.

• Log in at kyvl.org/kdladmin.
• Select the Collections tab.
• Click Reports.

There is a known glitch affecting some accounts. If you receive a message that you do not have rights to run reports, please contact KYVL at kyvl@ky.gov or 844.400.5985.

• Make sure desired collection appears in the Current Collection dropdown. To select a different collection, choose from the dropdown and click Change.
• Select month and year, and click Change.
• Data will appear on screen and may be exported as a tab-delimited file.