Drafted and updated by Xiaoli Ma, May 2025
To add new content into the University of Florida Digital Collections (UFDC), the Metadata Unit handles two types of batches: MARC and non-MARC.
MARC batches require more steps. This is because MARC data needs to be converted to fit the UFDC spreadsheet template and as well, the Metadata Unit is responsible for the proper presentation of the new content in multiple environments that include: OCLC Connexion, Alma and Primo.
Non-MARC batches use UFDC spreadsheet templates customized for individual project needs. To prepare non-MARC metadata for UFDC, please read more here.
Regular batches handled by the Metadata Unit include contributions from the following departments and units:
Other Metadata Unit Libguides:
Non-MARC batches usually require to have customized Excel templates set up based on the needs. Here is the documentation on known Sobek fields and how they respond to the ingestion process. For each request, we will consider frequently used fields from this list.
To know the basic metadata quality requirements and templates in use, please read more at this page: Prepare Your Metadata for dLOC and UFDC.
The Metadata Unit members collaborates each other to QC all batches. In the Planner, one member, the worker, finishes a batch, and assigns the batch to another member, the reviewer. The reviewer QCs the batch based on the checklists and leaves the feedback for the worker in the Planner.
The unit members report the following counts biweekly to the shared and live unit Excel but also track on their own to avoid accident data loss. The unit uses Microsoft Planner to register and note metadata requests. Details are here.
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