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karenmajewicz committed Aug 15, 2022
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<!DOCTYPE html>
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<p class="caption"><span class="caption-text">Overview</span></p>
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<li class="toctree-l1"><a class="reference internal" href="/about/">Metadata for the BTAA Geoportal</a>
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<li class="toctree-l1"><a class="reference internal" href="/b1g-custom-elements/">Custom Elements</a>
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<h3 id="1-save-edited-template-as-a-csv-file">1. Save edited template as a CSV file</h3>
<p><a href="https://z.umn.edu/b1g-template">Use the B1G Template</a></p>
<h3 id="2-upload-the-spreadsheet-to-geomg">2. Upload the spreadsheet to GEOMG</h3>
<ul>
<li>This is done via the batch imports function. </li>
<li>When logged into GEOMG, go to Admin Tools and select Imports. Click "New Import".</li>
<li>Give a name to the upload and enter details about the source and description. These details are helpful later in tracking imports.</li>
<li>Select the CSV file for upload</li>
<li>For Type, choose the BTAA CSV. </li>
<li>Click the <strong>Create Import</strong> button</li>
<li>Review the <em>Field Mappings</em> page. If the CSV was formatted with column headers spelled the same way as the template, the fields should automatically map to the correct elements. Otherwise, manually choose the crosswalk mapping.</li>
<li>Scroll to the bottom and click the button <strong>Create Mapping</strong></li>
<li>On the <em>Import</em> page, check that the number in the CSV Row Count matches your CSV.</li>
<li>Click the button <strong>Run Import</strong></li>
<li>The import may take a few minutes. During the process, you can view the Import Results tab. Items in the queue will show up in the first sub-tab ("Failed"), but will transfer to the second tab upon import ("Success").</li>
<li>When complete, review any items that did not import in the Failed tab. See Troubleshooting (<em>coming soon</em>) for help.</li>
</ul>
<h3 id="3-spot-check-records-for-errors-and-consistency">3. Spot check records for errors and consistency</h3>
<ul>
<li>The newly uploaded records will be listed as Draft under the Publication State on the main dashboard</li>
<li>Select 'Draft' under Publication State and select an item. This will open it in editing view.</li>
<li>Click the button <strong>View in Geoportal</strong></li>
<li>Inspect the record and test the links. (note: Metadata and Web Service links will not open while the item is still in Draft)</li>
<li>Repeat this process for about 3 records.</li>
</ul>
<h3 id="4-convert-records-from-draft-to-published">4. Convert records from 'Draft' to 'Published'</h3>
<ul>
<li>If the records are satisfactory, return to the Dashboard view and select all Draft items in the upload. </li>
<li>Select All and then select the text "Select all results that match this search"</li>
<li>Click the State button. From the dropdown, select Published.</li>
<li>On the <em>Bulk Action</em> page, click the button <strong>Run Bulk Action</strong></li>
<li>Review 3-5 of the published records and test all the links.</li>
</ul>
<h3 id="5-publish-to-opengeometadata">5. Publish to OpenGeoMetadata</h3>
<ul>
<li>Completed records are synced to the workflow GitHub online repository as needed. </li>
<li>Records that are deemed stable and complete can be shared with the <a href="https://github.com/OpenGeoMetadata">OpenGeoMetadata community</a>.</li>
</ul>

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