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  1. Download the .zip file for your campus. Contact David if you don’t have that URL.

  2. There is a separate CSV file within the .zip file for each data model/work form, of which we currently have four: dataset, educational resource, publication, and thesis. If your campus will be cleaning up Title metadata for more than just ETDs, you will need to complete the following clean up steps for each CSV separately.

  3. For each CSV file, download it and save it locally. Then delete all fields (columns) except for id (column A) and title (column I).

  4. Add a new column C (you can name it “title_revised” for now), and in cell C2, type =PROPER(B2) and press enter/return on your keyboard. This will convert the all caps text in B2 to title case.

    Screenshot of the PROPER function in the formula bar for cell C2
  5. Then fill the formula down the entire column. Please consult Excel’s documentation for additional guidance with that.

  6. Then copy the output of that formula and paste it as values in a new column (you can name that one “title_revised2” for now).

  7. Please save your file at this point to avoid losing your work.

  8. As noted above, this formula will capitalize the first letter of all words and lower case the rest, so spot checking will likely be required to identify those words that should be all caps (e.g., acronyms) and identify words that should not be capitalized (e.g., a, an, of, at).

    1. You may want to consider using find and replace to automate this process a bit, working from the title-revised2 column. For example, you could replace all instances of “ Of “ with “ of “ as shown in the screenshot to the right. Just be sure to include a space before and after the word in order to avoid replacing longer words that simply begin/end with the same letters. You will want to search “By Columns” and check the “Match case” option.

      Screenshot of sample Find and Replace search for Of
  9. Once the spot checking is completed, delete the original title column and the “title_revised” column. Then rename the “title_revised2” column “title”.

  10. That’s it! Be sure to save the CSV again, and you can send the file back to David. He will take it from there and give you the opportunity for a “sanity check” before finalizing the changes.

Field #2: Creator, Advisor, Committee

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Member (February 2022-March 2022)

Overview

In 2020-2021, the MWG discussed feedback from ScholarWorks project managers regarding the need for more inclusive help text for the Creator field, which advised that names be entered “with the last name first,” followed by a comma and the first name and middle name or initial, if applicable. The help text also included Anglocentric examples, as shown in the screenshot below.

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