Admins: Best Practices for Creating and Uploading DASH! Documents

The following are recommendations to maximize the appearance and functionality of your PDF materials in DASH!

  • Compile your PDF files: If your document is split into multiple PDFs, compile them into a single file
    • Include all pages and chapters, and front and back matter (table of contents, index, etc.)
    • The final file name should not have accents or other diacritics
  • Remove security settings: Acrobat security settings must be removed for ebrary to upload and process your files.
  • Embed fonts: All files should be embedded with compatible fonts.
  • Trim and crop: All pages should be trimmed to final display size with no registration/crop marks or excessive white space.
  • PDF type: ebrary recommends that all files be provided as PDF normal. Our technology also accepts PDF image and hidden text. Image-only PDFs are not recommended as these files do not support search and other key features of ebrary’s technology. So if you scan documents, best practice is to send them through OCR software.
  • Adjust resolution: While file size does not affect page views in the ebrary system, we recommend the following image resolution ranges for processing efficiency:
    • Color: 72-300 dpi
    • Grayscale: 72-450 dpi
    • Monotone: 72-600 dpi
  • Covers: DASH! Automatically generates a cover thumbnail from the first page of the document.
  • Add bookmarks and hyperlinks: If desired, include navigational aids in your PDF documents to enable users to find information more easily, such as chapter-level bookmarks and intra-document linking.
  • Validation: Double-check the basic appearance and navigation features of your PDF documents before submitting them.
  • Metadata: Although metadata is not required to use DASH!, we recommend providing as much information as possible to maximize Advanced Search functionality.  There are three ways to add metadata:
    • Enter metadata when you upload a document as prompted
    • Add or edit metadata for individual DASH documents at any time:
      • Go to the DASH tab
      • Click on the pencil-icon over at the far right for the document whose metadata you want to edit
      • Make the changes in the window that comes up
      • Click “Submit” to save the changes
      • It may take up to a few days for the changes to be reflected in search results