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When upload is complete and your secure FTP connection is closed, proceed to the packet submission step.

Step D: Submit packet to EAS loader

Once your email packet is in the dropbox and secure FTP connection to the dropbox is closed, connect to EASi and submit the packet.

Tip:  The EAS loader runs about every 15 minutes (at  :15, :30, :45 and :59 minutes past the hour).  Your packet needs to be in the dropbox and submitted to EASi to be picked up by the loader.

  1. Make sure your VPN client is turned onOpen a VPN connection to the secure DRS tunnel. 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 messages 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.

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Step E: Review the EAS load report

The EASi loader process will check for submitted packets EAS loader runs about every 15 minutes (at at  :5915, :1530, :30 45 and :45 59 minutes past the hour). Depending on size of the packet, Once a packet is picked up, loader processing may take several minutes to several hours . See depending on size of the packet. You can check the EASi Packet Import Queue and Packet Summary sections for more information to check on status of packets in process or the Packet Summary for packets that have been loaded to EAS. 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.

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