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Training and Support

Metadata code

Project Client

OCLC has released a new version of the CONTENTdm Project Client. Download and install the client now. See additional information below.

Download and install

How to install:

The updated version can be downloaded at
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.

KDL Tutorials

Getting Started with KDL
Customizing the collection website
Project Client tutorials: Adding and Editing items
About Project Client

Items can be added and edited individually in the CONTENTdm admin module or batch-processed using the Project Client, a Windows-based digital collection builder in which settings can be applied to make working with large quantities of items more efficient. Visit OCLC Support for extensive Project Client documentation or to download the Project Client.

Each KDL member institution is allowed one instance of the Project Client. Contact KYVL (below) for your institution's license key. 844.400.KYVL

CONTENTdm Administration tutorials: Adding and Editing items

OCLC resources

The Kentucky Digital Library is built on the responsive version of OCLC's CONTENTdm platform. OCLC offers comprehensive training and support. For more information, visit OCLC's CONTENTdm help pages or select from the options below.

CONTENTdm basic skills online courses

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.

CONTENTdm Community

OCLC Community Center Sign In

To join

Help and support are available through OCLC's CONTENTdm Community. Connect with peers, explore workflows and best practices, and contribute ideas to improve OCLC products and services.

  • Make sure your library or organization has completed a KDL memorandum of agreement.
  • Request credentials for CONTENTdm Community access.
    When completing the form: 
    • Use your institution's name and OCLC symbol.
    • In the comments, note that you are requesting access as part of KYVL's Kentucky Digital Library, as KYVL holds the license for the consortium.
  • Once you have received your welcome email, visit the OCLC Community Center information page for tips on:
    • Signing in
    • Editing your profile, and
    • Making the most of your engagement with the community.
CONTENTdm Office Hours

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

Standards and guidelines

Refer to these standards and guidelines for best practices.

Digitization basics
  • 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.

Scanning guidelines

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

Still images

Recommended resolution

Recommended file type

Manuscripts and other text

300 ppi minimum

PDF (*.pdf)


400-800 ppi

TIFF (*.tif)

Graphic materials

600-800 ppi

TIFF (*.tif)

600 ppi (< 36") or 300-400 ppi (> 36")

TIFF (*.tif)

96,000 kHz minimum resolution
24-bit minimum bit depth

Find additional audio-visual resources at the National Archives.


Find audio-visual resources at the National Archives.
See also FADGI Guidelines for Analog to Digital and Born Digital.

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

KDL metadata standards

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

Managing collections

Adding a collection

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.

Customizing look and feel

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.
Select a collection to edit
  • Log into the Website Configuration Tool.
    • If you are already in CONTENTdm Admin, choose Website from the Collections tab.
    • You will have to log in again, using your WorldCat login credentials.
  • Select the Collection-level Settings tab.
    • Select the collection you want to edit from the Editing collection dropdown.
    • You must click "change."
Change header background and text colors
  • While customizing Header options, add your institutional colors.
  • Icon color controls the magnifying glass and Advanced Search icons in the header.
  • Save changes
  • Preview
  • To make your changes visible, Publish.
  • Tip: Save a screenshot of published settings as a guide for future customizations.
Update collection descriptions
  • From the Page Types group, select Landing Pages.
  • Edit collection title if desired.
  • The Collection Summary on Home Page is the description on the KDL home page.
  • The Collection Landing Page is the the page users arrive at after clicking on the collection. It is also the page users return to when clicking the header image while browsing the collection.
  • Save changes
  • Preview
  • To make your changes visible, Publish.
  • Tip: Save a screenshot of published settings as a guide for future customizations.
Add a custom logo
  • From the Appearance group, choose Header.
  • Check box to Override global settings for this collection.
  • Select the option to Use an optional logo.
    • Recommended height is 150 px.
    • The KDL Web Team recommends testing your logo on a variety of screen sizes.
    • Help is available! Contact Jennifer Howard, Web Team Chair, for assistance in troubleshooting your logo size.
  • Save changes
  • Preview
  • To make your changes visible, Publish.
  • Tip: Save a screenshot of published settings as a guide for future customizations.
Controlled Vocabulary (Notes / tutorial pending)

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
    • PATH /cdm/sites/17244/Website/public_html/customizations/collection/COLLECTION-ALIAS/pages/FOLDER/FILENAME.txt

(Path to file syntax - Site level)

  • LINK
  • PATH /cdm/sites/17244/Website/public_html/customizations/global/pages/FOLDER/FILENAME.txt
Tracking usage

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

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 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.