Import and Customize SFU Transfer Profiles

After downloading and installing DART you will need to import one of SFU's custom Transfer Profiles. These contain data entry fields and help text tailored to SFU transfer scenarios. Once imported, you can further customize the profile to set your name, department affiliation and contact information as default values that will auto-complete every time you start a new transfer, saving you the need to manually enter this information each time.

Import a Transfer Profile

  1. Open DART.
  2. Select Settings from the Menu bar along the top of the app screen.
  3. Select Import Settings from the drop-down menu.
  4. On the Import Settings page, click "Import from URL."
  5. An Import Settings from UrL field will appear; enter the URL given below that applies to your situation (if in doubt, contact the Archives).
  6. Click the Import button.

DART will load the Transfer Profile to your app. Click the Done button. Your DART app is now ready to use.

Which URL to enter in the Import Settings fields (Step 5 above)?

If you are SFU staff transferring university records:


If you are a private donor transferring personal archives:


If you transferring records from an organization that is not an official body of SFU:


Customize your Transfer Profile

If you will be using DART regularly, it is a good idea to set your name, department and contact information as default values so that you do not have to re-enter this with each transfer. You do this by editing the Transfer Profile you installed above.

  1. Open DART, select Settings > BagIt Profiles.
  2. Click the profile you want to edit, e.g. SFU university records transfer.
  3. Select the blue link Tag Files, then "bag-info.txt".
  4. The BagIt Profile page shows a list of all "Tag Names" (i.e. fields) used in the profile; to set default values, click a tag name; in the pop-up window enter the value in the Default value field.
  5. Edit the following fields and click the Save button for each.
    • Contact-Email: your SFU email address.
    • Contact-Name: your name.
    • Contact-Phone: your SFU phone number.
    • Contact-Position-Title: your job title.
    • Organization-Address: your SFU campus (SFU Burnaby, SFU Surrey, or SFU Vancouver).
    • Source-Organization: your department or unit name; give the full name, e.g. "Department of English" rather than just "English."
  6. Click the Save button to save changes.

The next time you create a Transfer Package, the default contact information will automatically be entered.

To view / edit default information when creating packages, click the Show All Tags button on the Bag Metadata screen.

Last updated: June 7, 2024