Workflow option 3: The librarian uploads multiple assets to MAX+ then immediately adds metadata to all of them.


You only have to do this step once for each computer you're working on

In MAX+, go to the left-side menu and click “Uploads”. In the secondary menu, then click “Desktop Upload Tool”.

On the Desktop Upload Tool page, click the appropriate link to install the app on your computer.

Launch the app on your computer to configure it. The configuration information is on Desktop Upload Tool page in MAX+.

NOTE: This app currently only works on Windows computers. It does not work on a Macintosh.


STEP 1

Organize the files you want to upload to MAX+.
  • Centralize them all to a single location. (we recommend having all files on your desktop. Uploads will work from other locations too [network drive, DVD, thumb drive], but the upload process will be slower)
  • Fix file names (if necessary)
  • Gather metadata (names, child numbers, locations, etc.)
Launch the Upload Tool app. In your start menu, it will be in a folder named "Third Light".

The configuration information you entered when you set up the app should be remembered and the tool will automatically sign into your account in MAX+.

Once the app is open, a window will display on your screen.
  • The upper-left side of the window represents the files on your computer.
  • The upper-right side of the window represents the files in MAX+.
  • The lower half of the window will display the status of files being uploaded.



In the upper-left window, navigate to the assets you want to upload by clicking on the tiny plus sign next to the folders.
  • To select a single file, click once on it
  • To select more than one file, click once on the first one, then hold down SHIFT key and click once on the last one.
  • To upload an entire folder full of assets, click once on the folder.
Now, in the upper-right window, navigate to where you want the assets to be in MAX+ by clicking the tiny plus sign next to the folders.

With your mouse, drag the files from the upper-left window over to the appropriate folder in the upper-right window.


At the bottom of the window, you'll now see the status of all the files are they are uploading to MAX+.

Once your files have finished uploading, you are done with this step and can close the app. Do not close the app until all of the uploads are finished!


STEP 2

Sign in to MAX+.

In the left column, directly under the “Message from MAX+” box, you will now see a message about your uploads. Click the “CLICK HERE” link:


On the next screen, you’ll see the name of the folder where your assets were just uploaded. It is a link. Click on the link.

On the next screen, wait for all your assets to load. Depending on the number of assets you uploaded, this could take several minutes.

One by one, add as much information as possible to every single asset in the list (see an example on the next pages).

Click here for more information about what metadata to type in MAX+.


When you’re done, scroll back to the top of that section and click the green circle with a check mark under the thumbnail.


The asset will now be automatically forwarded to the MAX+ administrator. The administrator will check the metadata that has been entered. If something is missing, it will be returned to you. If it is acceptable, the asset will be added to the MAX+ library (after 6 months of assets being tagged accurately and completely, this feature will be turned off and you’ll be able to add assets directly to the library without waiting for the Administrator’s approval).