JSTOR Digital Stewardship Services: Tier 2-3 Quickstart Guide

Useful links

• JSTOR Digital Stewardship Services, Tier 2-3 login: https://stewardship.jstor.org
• JSTOR Digital Stewardship Support site: https://support.contributors.jstor.org

Checklist: Access and training

• Log in to start working in a project.
• Get trained by viewing an on demand training.

Checklist: Cataloging

1. Log into JSTOR Digital Stewardship Services.
2. Create and describe your content.
   • Create a blank record.
   • Catalog a single item.
   • Catalog or edit multiple items.
   • Use Excel to import new data, edit, or delete existing data.
   • Edit all items in a project, set, or saved filter.

     Note that it’s not recommended to use “Edit All” unless adding text to a new field, or correcting the text of a field that has the same data across records.

3. Link terms using Getty vocabularies and local authorities when cataloging in your project.
   • Link name authorities using ULAN and SSN.
   • View and link to AAT and TGN terms.
   • Catalog fields with your local terms by using Lists.
4. Manage your media.
   • Know JSTOR Stewardship's supported file types and recommended batch size for media uploads.
   • View, upload, and replace media files.
5. Facilitate cataloging workflows.
   • Try using sets and filters.
   • Set up your project view.
6. Share your project items by publishing to your collection and view them in JSTOR, Omeka, or other end user environments.
   • Set a filter on your publishing activity to review the published items in the project view.
   • Suppress published items from displaying in your collections.
   • Use the publishing monitor to check status.

Checklist: Building a project

1. Log into JSTOR Digital Stewardship Services.
2. Jumpstart project building.
   • Create a new project, using available templates to define a metadata schema.
   • Copy an existing project.
   • Rename or delete a project.
3. Manage project fields.
   • Know the different project field types.
   • Add, edit, or delete project fields.

     Note when editing project fields, a field cannot be deleted if it contains data. However, use Excel to CLEAR the data from a field in order to change the field type then re-import the data back into the field.

   • Configure default values, read-only, and required fields.
   • Edit field descriptions.
   • Designate field position number.
4. Cataloging forms are used as the visual element to view and edit metadata in a project. Review and manage the cataloging forms for any changes in the new project by using the following features.
   • Change cataloging form field labels.
   • Create read-only access.
   • Reorder or delete existing cataloging forms.

   Note that when you create a new project, a Full cataloging form displaying all the fields in your project will auto-generate. Also when you copy an existing project, the cataloging forms will duplicate in your new project.

5. Publishing targets are set-up to publish and share the content from projects.
   • Create a collection on JSTOR
6. Other publishing target options:
   • Create a target to a locally-hosted Omeka site
   • Create an OAI target for discovery vendors
7. Use the following features to manage new and existing publishing targets.
   • Edit existing publishing targets.
   • Remove a publishing target.
   • Map project fields to the target's display fields.
   • Manage rights information for a collection.
8. Manage user access.
   
   • Provision a new user.
   • Assign users a role.
   • Edit a user’s permissions.
   • Delete a user.
   • Set base filters to restrict access to specific project records.