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NIMAC 2.0 Publisher Portal: Managing Inventory

NIMAC 2.0 Publisher Portal: Managing Inventory. What is the Publisher Portal?. This portal provides publisher access to the NIMAC system. Publishers who are registered with the NIMAC receive an account to submit NIMAS file sets to the repository.

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NIMAC 2.0 Publisher Portal: Managing Inventory

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  1. NIMAC 2.0 Publisher Portal: Managing Inventory

  2. What is the Publisher Portal? • This portal provides publisher access to the NIMAC system. • Publishers who are registered with the NIMAC receive an account to submit NIMAS file sets to the repository. • The publisher “super user” receives a Login ID and password that allow them to access their account.

  3. What does the publisher portal do? • The NIMAC Publisher portal enables publishers to: • View and download your own inventory • Upload NIMAS file sets that are 60 MB or smaller directly into the system. • Edit incorrect metadata in the database record for Uncertified files. • Edit incorrect OPF metadata for Uncertified files. • AND MORE!

  4. In this training… • From the home page, you will see four menu tabs: • Home Page • Manage Inventory • User Information • Support • In this training, we will focus on the Manage Inventory functionality.

  5. A quick note about the Support Tab • The Support tab contains helpful documentation and tools that you can download anytime, including: • The NIMAC Metadata Guidelines document • The NIMAC Validation Wizard • The NIMAC Batch Load Excel Spreadsheet • This PowerPoint presentation!

  6. A quick note on getting help: • If you experience a technical problem or error while using the publisher portal, contact OverDrive Tech Support: nimacsupport@privatereserve.com • If you have a problem or question related to an FTP delivery, contact the OverDrive Batch Team : FTPNIMAC@privatereserve.com • All other questions:nimac@aph.org

  7. Manage Inventory • The Manage Inventory tab has three menu options: • Transform Excel to OPF • Add New Inventory • View Inventory

  8. Transform Excel to OPF: (Start with ↓ and end with ↓)

  9. Transform Excel to OPF • This is a new tool that allows you to convert metadata from an OverDrive Batch Excel spreadsheet into valid OPF metadata. • The system converts the metadata from the uploaded sheet into OPF metadata, with the correct NIMAS tags and formatting. • The system then emails the OPF files to you in a zip file.

  10. Transform Excel to OPF • The vendor then completes the OPFs, and zips them into the NIMAS file sets. • This can reduce metadata errors by eliminating the need for vendors to manually enter metadata into the OPF file. • Note: This option is for creating NEW OPFs only; it cannot be used to correct files already submitted to the NIMAC.

  11. Transform Excel to OPF • In order to take advantage of this functionality, you MUST use the official OverDrive Batch delivery spreadsheet. • This sheet can be downloaded at any time from the Support tab in the publisher portal. • It is also available at the NIMAC web site: http://www.nimac.us/publishers.html

  12. Add New Inventory • Files that are smaller than 60 MB should always be uploaded directly into the system. • The Add Inventory page allows the user to create a new database record and upload a NIMAS zip file into the system. • When you open the page, you will see the complete metadata web form.

  13. Add Inventory • Clicking this option will take you to a web form of all NIMAC metadata fields. • The page also includes file path boxes for uploading a NIMAS zip file and extracting metadata from an unzipped OPF. • Save option buttons are found at the top and bottom of the page.

  14. 1. Creating a new metadata record • Files that are uploaded directly through the portal require that a metadata record be created. • Users are welcome to enter data directly into the web form. • However, the easiest way to create a record for a new file is to extract the metadata from an unzipped OPF.

  15. Extracted Metadata • After performing the extraction, you can scroll down the page to view the metadata. • Required metadata fields appear at the top of the screen, with optional fields below. • Be sure all required metadata fields are populated. • Optional fields may remain blank.

  16. Publisher Name • Please note that there is a new feature in the system designed to prevent vendors from uploading files with an inconsistent form of the publisher name. • If your Publisher Name does not extract in the metadata, it does not match an imprint associated with the account. • Contact the NIMAC if the account has added a new imprint.

  17. 2. Uploading the NIMAS zip file • Once you have created your metadata record, you are ready to upload the NIMAS zip file. • Be sure you have run the file through the NIMAC validation wizard before attempting to upload. • The system will not upload an invalid file set.

  18. Uploading the zip file • Important note: The system does not review your extracted metadata until you try to upload and save the zip file. • The system will reject the zip file upload if required metadata is missing from the database record—or if the ISBN or Identifier is already in the system. • You must address those issues and upload the zip file again.

  19. Reminder: “Add” versus “Edit” • As in the old system, you cannot use Add New Inventory to replace an existing NIMAS file set. • You must go to the existing file in your inventory and use Edit to make any needed changes. (We will talk about this later.)

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