Help Sheets

Tab-Delimited File and Multiple Single Items (pdf)
Tab-Delimited File and Compound Objects: Documents, Postcards & Cubes (pdf)
CompoundTab-Delimited File and Compound Objects: Monographs (pdf)


Installation and User Support Center
Contact your local administrator for instructions and assistance with downloading and installing the CONTENTdm Project Client software.
The User Support Center (USC) is CONTENTdm's official help site. Go here to access help files for the Project Client and view community forums for CONTENTdm users. To access the USC, you must sign up for a user account. Contact your local administrator to obtain your Organization ID (required to create an account).


See RRLC's excellent guide to using CONTENTdm as part of New York Heritage Digital Collections here:

CONTENTdm Help: Working with Projects
The first step in creating a project in CONTENTdm is to name the collection and select the correct metadata template. Once the metadata template is set up, continue to use the Project Client -- first to describe digital files and then to upload them to the web server. Use the Metadata Template for entering persistent metadata fields and their contents. Use Metadata Properties to automatically capture certain property about a file that you want to add to a field.

CONTENTdm Help: Metadata Templates
Set up Excel spreadsheets for single or compound item metadata (pdf)
Use templates in the Project Client to automate repeating metadata (pdf)

How to set Image Rights for a Set of Digital Objects (Collection). Image rights can include banding, branding, or watermarking on each image.
CONTENTdm Help: Image rights
Exercise: Setting Image rights

How to Add a single or multiple items:
Use the Add Items feature to upload digital files, and Item Editing or Spreadsheet to enter descriptive information.
CONTENTdm Help: Add an Item
CONTENTdm Help: Adding Multiple Item

How to upload a postcard (compound object):
Compound Objects are constructed from individual digital files that are assembled together so as to be retrieved as a single object by end-users. Two-sided documents can be postcards, baseball cards, flyers, tickets, etc.
CONTENTdm Help: Compound Objects

Using OCR (Optical Character Recognition):
Document Compound Objects consist of the digital image files of scanned text pages that are matched one-on-one to each of their searchable transcript files. Please contact your Administrator or Library Council to obtain the OCR license to use this feature.

Working with PDF files:
Automatically convert PDF files into compound objects, create thumbnails from PDF files, and use full text extraction.
CONTENTdm Help: About Working With PDF Files
CONTENTdm Help: PDF Conversion

How to upload a document with transcript files:
Document Compound Objects consist of the digital image files of scanned text pages that are matched one-on-one to each of their searchable transcript files.
CONTENTdm Help: Transcript Files

Using the Compound Object Wizard to create Hierarchy (such as Table of Contents in a book):
How to reflect the structure of the monograph
CONTENTdm Help: Object List

Uploading Digital objects into CONTENTdm for Collection approval and Indexing:
Once data is entered into the metadata template in the Project Client, upload the items to the Pending Queue. Use the CONTENTdm Administration page to review, edit and approve uploaded items prior to publishing them.
CONTENTdm Help: Uploading Items to a Collection
CONTENTdm Help: Approving Items

Oral Histories

Recording Oral Histories for NY Heritage (pdf)
NYH Oral History Release Form (pdf)