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The batch process can be used to upload anything to DSpace and is particularly useful when you have more than just a handful of items. Though the batch load process saves a lot of time that you would otherwise spend manually uploading items one-by-one using the submission form in DSpace, it still requires time and attention to detail to prep the files correctly.
Prerequisites
User doing the batch upload must have Administrator permissions in DSpace.
All files for batch loading must use DSpace's In order to batch ingest items, items and associated metadata must be bundled in the DSpace Simple Archive Format (SAF). Install SAF Creator from the following link to create the SAF package: https://github.com/jcreel/SAFCreator
Batch Load Process
Prepping Metadata File
Make a CSV with column headers that match the corresponding metadata fields in DSpace. This file MUST be a CSV and not an Excel file. If you try to run the batch upload with an Excel file, it will not work. At minimum the metadata fields should include:
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On the Batch Details tab, select the appropriate files and folders for the items you are uploading
Select metadata CSV file = metadata CSV spreadsheet (should be located within the folder of all the items)
Select source files directory = “project” folder (the folder on your desktop that includes all of the items and the metadata CSV spreadsheet)
Select SAF output directory = empty Batch folder you created and placed in the project folder.
Once the program runs properly, it will place everything into the SAF format into this folder, that we will later upload to DSpace.
Once all 3 areas have been filled with the appropriate files/folders, select “Load specified batch now!”
Tab over to “Batch Verification”
Select “Verify Batch” and ensure you have no errors
If you get errors while verifying the batch, go back to your spreadsheet and ensure all spaces, punctuation, etc. is the same within all your items in the folder.
The program will usually give you an indication of where the error is so it should hopefully be easy to find. Once you correct the errors, try running SAF Creator again.
Tab back to “Batch Details” and select “Write SAF data now!”
Now you should see items in the empty Batch folder that you created previously
Zip the Batch folder in order to be able to properly upload it to DSpace
On a PC, right click the Batch folder and select “Send to,” and then select “Compressed (zipped) folder.” A new zipped folder with the same name will be created in the same location.
Once the SAF package is created, you can upload the items into DSpace using the Batch Import tool.
Sources
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