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UF Libraries Metadata Unit Task Instructions: QC Checklist

This instruction is mainly for internal use and will be updated frequently as the work evolves.

UFDC only Spreadsheet Batches

QC Check List --- UFDC Only Spreadsheet Batches

(For SPOHP batches, please check here)

  1. Are all Headers UFDC spreadsheet headers as listed in the Column B of Sobek Fields? Please note as listed in the Sobek Fields doc, some fields, highlighted in red are not available for ingestion due to technical issues.  

  2. Are the following UFDC fields added and populated with data: GENRE, GENRE AUTHORITY, MATERIAL TYPE, AGGREGATION CODE, RIGHTS, SOURCE INSTITUTION STATEMENT, HOLDING LOCATION STATEMENT, SOURCE INSTITUTION CODE, HOLDING LOCATION CODE

  3. Is MATERIAL TYPE populated with the right term and following the proper general rules

  4. Are GENRE and GENRE AUTHORITY from this controlled list? 

  5. Is MATERIAL TYPE " Newspaper", if so, have any forms of "newspaper" been removed from GENRE and GENRE AUTHORITY? 

  6. Is MATERIAL TYPE " Serial", if so, have any forms of "serial" been removed from GENRE and GENRE AUTHORITY? 

  7. Are all blank columns removed? 

  8. Is YEAR a text column? Do the dates follow YYYY-MM-DD pattern? 

  9. Are Aggregation Codes, could be multiple instances from the aggregation/institution list

  10. Is Institution Code from the aggregation/institution list with the "i" removed? Please note, this field only holds the codes form the linked list with "i" removed, not other aggregation codes, that are, the codes not starting with a lowercase i. 

SPOHP Batches

QC Check List -- SPOHP Batches

  1. Are all Headers UFDC spreadsheet headers from SPOHP Metadata Guideline

  2. MEASUREMENTS, have "duration" and ": ", followed by the converted the data. 

  3. MATERIAL TYPE: Usually "Audio" for FORMAT: MP3 or "Video" for FORMAT: MP4

  4. GENRE and GENRE AUTHORITY: "Oral histories" and "fast"

  5. "YEAR" field type: text, usually YYYY-MM-DD 

  6. SUBJECT KEYWORDS 1: match the ones on "Project Names" tab? if not, add them and check with SPOHP to confirm the official name and codes 

  7. SUBJECT KEYWORDS: are they from the Subject List maintained by the Unit? 

  8. "Aggregation Code 2", check "Subject Keyword 1" to see if to add Aggregation Code 2. 

  9. "Aggregation Codes 1": "ORAL"

  10. MEASUREMENTS, have "duration" and then the converted the data. 

  11. Are all blank columns removed? 

  12. Unwanted or useless, meaningless punctuations, like the dot/periods, at the end of the field? Delete

After QC, follow the instruction on the SPOHP After QC to finish the work. 

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