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  1. Make sure your VPN client is turned on. Connect to EASi:

    Production:  https://easi.library.harvard.edu/easi
    Test (qa): https://easi-qa.lib.harvard.edu:9035/easi

  2. Select the "Packets" option on the EASi main menu. The Submit Packet page will display.
  3. Select a packet to process. At top left, select your packet on the Select Packet list. A listing of packet contents will display under Packet Inventory on the right.
  4. Assign metadata to content in the packet. Enter values into the metadata panel on the left.  Required fields are: packet name, depositor email, creator client, DRS access flag, and billing code; the rest are optional.
    • Packet name: By default, the staging directory name is used here, but you can replace this with a name of your choice.  This packet name will be associated with every message and attachment in the packet.
    • Depositor email: Address to which the load report will be sent.  The "manager email" value from your EASi account is used by default, but you can substitute another address.
    • Creator client: Email software used to create content in the packet.  If you know the exact creator client and version for your content but these are not listed, please contact Library Technology Services. If you do not know the exact creator client version, select the “version unknown” option for that client.
    • DRS access flag: This flag controls access to messages and attachments once these are stored in the DRS. Flag value is set to N (not accessible). 
    • Billing code: DRS billing code that will be associated with message and attachments in the packet.
  5. Submit the packet.  Click the Submit button to start the process.  Click "OK" on the pop-up window that displays to confirm the submission.

Depending on size of the packet and the number of packets in the queue, processing time may be several minutes to several hours.  When processing is complete, EAS will email a load report to the address specified in the "Depositor email" field in packet metadata. Once you get the load report, items in your packet should be available in EASi.

The load report email will report the date/time of import, the packet name you supplied, a packet ID number assigned by EAS, and a count of the messages, attachments, inline files, orphaned and missing attachments.  "Inline files" are usually image files embedded in messages.

About the loader process

The EASi loader process will check for submitted packets every 15 minutes (at :59, :15, :30 and :45 minutes past the hour). Depending on size of the packet, processing may take several minutes to several hours. See Packet Import Queue and Packet Summary sections for more information. When processing is complete, the EASi loader will email a load report to the address specified in the "Depositor email" field in packet metadata. Once you get the load report, items in your packet should be available in EASi.

The load report email will report the date/time of import, the packet name you supplied, a packet ID number assigned by EASi, and a count of the messages, attachments and inline files that were processed. "Inline files" are usually image files embedded in messages.

Sample load report:

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