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JSTOR Digital Stewardship Services:

Tier 1 training webinar

Learning resources

Welcome

This page is designed to compile resources for participants of the JSTOR Digital Stewardship Services Tier 1 training webinar. Bookmark this page to save time finding the resources that you need. If you need help with any aspect of JSTOR Stewardship Services, use the links at the bottom of the page to contact our support team or reach out to Lee Dotson.

Getting started with Tier 1

JSTOR Digital Stewardship Services: Tier 1 - Quickstart Guide

On this page: useful links, access and user management, customizing your institution page, creating and publishing collections, release notes and technical information, training and videos

Customizing your institutional landing page [Tier 1]

On this page: Editing your institution page, Institution banner, Institution description, Institution logo

Creating and managing collections

Creating a collection [Tier 1]

On this page: Step 1 - Choose a name and access level, Step 2 - Import your metadata, Step 3 - Review and edit your fields, Step 4 - Upload your media files, Step 5 - Customize your collection page, Step 6 - Publish your collection

How to create a collection

Learn how to create a new collection using Collection Loader, and publish it to JSTOR. (3 minutes)

Updating your collection landing page

On this page: Editing your collection page(s), Collection image, Collection name, Collection description

Editing collections

Adding, editing, and deleting items [Tier 1]

On this page: Editing items in a collection, Deleting items from a collection, Adding items to a collection

How to edit a record

Learn how to edit the metadata or replace the media files of a record you have already created with Collection Loader. (2 minutes)

How to add to a collection with Collection Loader

How to add new records to a collection you have already created with Collection Loader. These instructions apply to Tier 1 JSTOR Stewardship participants. (2 minutes)

Collections usage dashboard

Using the Collections Usage Dashboard

On this page: usage reports for shared collections on JSTOR

Useful links

Training webinar

JSTOR Digital Stewardship Services Tier 1 training, September 30, 2025


A live training session about the JSTOR Digital Stewardship Services Tier 1 tool. You will learn how to create, add to, and edit a JSTOR collection, as well as understand your collection usage dashboard. This 30 minute webinar is appropriate for Stewardship Tier 1 users who are using the collection loader tool to create and edit JSTOR collections.

Frequently Asked Questions

Q: What determines the order of published records?

A: The records on JSTOR will display in alphabetical order by title. JSTOR users can change the order by selecting the "Sort by" dropdown box and reorder the items using the given options.

 

Q: What fields are required for the metadata spreadsheet when uploading data?

A: The only required field is filename, but we do recommend that you also include the following: Title, Creator, Subject, Description, Date, and Location. For more information, including a downloadable metadata template, please see Metadata fields [Tier 1].

 

Q: Do I need to upload a new spreadsheet whenever adding items to my collection?

Yes, to add items to a collection, create and upload a new spreadsheet. The spreadsheet can be used for multiple records that you would like to add in bulk. For more information, please see Adding items to a collection.

 

Q: What is the best way to update a number of records in a collection at one time? Should I delete the collection and start over?

A: We do not recommend deleting your collection to avoid broken links if you have already published and shared your collection. One workaround suggestion would be to delete the old records and create new records in your collection with the updated metadata.

 

Q: How can I get special characters to display properly upon upload?

A: If you are working with a CSV file, save as a UTF-8 file to ensure special characters display correctly.

 

Q: Is it possible to have some hidden fields when publishing, for example a local notes field?

A: The Tier 1 tool does not allow for hidden fields. All fields with data will be visible when published.

 

Q: What filetypes are accepted for upload?

A: Stewardship Tier 1 accepts a variety of image, document, video, and audio files. For more information, see Supported file types and sizes [Tier 1].

Get Help with JSTOR Digital Stewardship Services

JSTOR Stewardship Technical Support

 Email: stewardshipsupport@ithaka.org
 Text: (734)-887-7001
 Call Toll Free in the U.S.: (888)-388-3574
 Call Local and International: (734)-887-7001

Hours of operation: Mon - Fri, 8:30 a.m. - 5:00 p.m. EDT (GMT -4:00)

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