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Add an item

Learn how to add an individual file using the Project Client.

Items (images, compound objects, PDF files, finding aids, URLs, video, and audio) can be added to the project spreadsheet in multiple ways. After items or objects are added to the project spreadsheet, you can enter metadata, save changes, and then upload them to the server to be approved and indexed as part of your collection. See Upload items to a collection for more information.

Before adding items to your project, you may wish to review and establish your project settings using the Project Settings Manager, such as enabling the automatic conversion of multiple-page PDF files to compound objects. The settings apply to all items as they are added to the project. For more information about working with archival files, see Manage archival files and high resolution images.

Add an individual file

When adding a file into the project spreadsheet, the original file remains in its existing location. A copy of the file is added to the project spreadsheet so you can enter metadata and prepare the item to upload to the server for approval. Special considerations should be given when importing finding aids and PDF files. Please see Add finding aids and Work with PDF files for more information.

  1. Navigate to the Home tab or Project tab.
  2. Under Common Tasks, click Add Item. The Add Item wizard opens.
  3. Specify or browse to the file you want to add. 

     Note: To add more than one item, press Ctrland click on the individual files to add.

  4. Select whether to create a display image.
  5. Click Add. A progress screen displays as the item is processed. When complete, a summary screen displays including any errors or warnings.
  6. Click Close. The item is displayed in the project spreadsheet.

     Note: The original file remains in its current location. A copy is added to the project spreadsheet.

For information on compound objects, see Add a compound object

For additional information on adding metadata, see Enter metadata.

See Add full resolution images for information on working with full (or high) resolution files.