How to create new PBSDS deal and catalog records in Rightsline
Modified on: Mon, 11 Mar, 2024 at 6:54 PM
How to create new PBS License deal and episodes in Rightsline
These are the steps for this scenario:
- You have Deal and Catalog Information.
- You have all the Required fields info.
Step/Action | Result |
1.From the deal module, Select the deal template you like to create. Different deal templates are: - PBS License Agreement
- PBSDS WFH Agreement
- PBSDS Pilot Agreement
- PBSDS Talent Agreement
- PBSDS Quick License Agreement
- PBSDS Contract Term Sheet Agreement
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379641/original/z7yyU5jxhlmbkZY0SVuCrNhfZEltI6770w.png?1710194880)
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2. Enter the desired values for the fields: - Deal Name- Name of the contract.
- Programming Service - Identifies which PBS Distributor
- Effective Date
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379647/original/tuMKb4BATfMMMmV_sw_gC-__w2vnH6IDmg.png?1710194883)
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3. Add Contacts if you have details. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379642/original/Ivkekyw3btCLO6bCrNLKnqfz5PNXNB_uVQ.png?1710194882)
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4. On the deal, go to catalogs Items tab and Sign. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379646/original/18EP9mQm9_-uNHc18ERd5Waohrci8BcgoA.png?1710194883)
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5. Now on the choose option to ‘Create New Catalog Item ‘and select catalog item. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379640/original/tzXOC69yLX945j4Cwu4HR1GSkl-RunBh0g.png?1710194880)
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6. Add the values in series required fields: - Sort-Friendly Title- The series title with article at the end.
- Display Title- The full series title with article at the beginning.
- PBS Release Title - The full series title with article at the beginning
- Title Language- defaults to English
- PBS House Sequence - Alpha characters as identifier, if Nola Root is not available.
Select the ‘Continue to Associate Contacts’ on the series template. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379649/original/ejN7UlkBeiLjb8Xb7qXScEpyuO4Q6k04oA.png?1710194883)
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7. Select or add contacts as needed and Continue to Auto-Create Child Items. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379650/original/Rm1CK1Rc4tqzIoKD5OKbq2F7sin50WrBrQ.png?1710194883)
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8. Select the desired number on catalog item, hierarchical wise like to be created and click on Done: - Season Container
- Season
- Episode
- PBS Edit
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379651/original/0THROc28cJBUd6qfIvzEnofSOXiXw38tLg.png?1710194883)
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9. On the series template, you can also click on the SYNC button to sync the fields to other catalog items. You can sync all fields or sync selected fields. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379645/original/vbbaajvitd8HRnlXpQY2U58HjgP--K47Pw.png?1710194883)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379644/original/pBXYxAzQlZMon8StMM_BIpVlZrYibrHdGg.png?1710194883)
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Now there is 2 ways to add required/desired fields on the season/episode/PBS Edit record.
a. By adding fields one by one, which is following step 10 -13. b. By using bulk upload feature. which is following step 14 - 18.
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10. Now go to season and enter the values in season required fields and click ‘Save’: - Sort-Friendly Title- The series title with article at the end.
- Display Title- The full series title with article at the beginning.
- PBS Release Title - The full series title with article at the beginning
- Season Number – Number for the season.
- PBS House Sequence - - Alpha characters for identifier
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207379652/original/WMjb92fz-qaox-Nlin0mGQhjnhXd6MrA-Q.png?1710194883)
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11. Now go to Episode Record and Enter the values in required /desired fields and Click 'Save'. - Sort-Friendly Title- The supplemental title with article at the end.
- PBS Release Title- The full supplemental title with article at the beginning
- Referent Type – If the content is Interactive which is games/bonus data.
- Episode Number- Number of the episode
- Title Language- defaults to English, or the language show is premiered on.5.
- PBS Reporting Category (Primary)- PBS's primary genre
- Country of Origin-Default The country.
- Approx. Length-Approximation of the episode's total run time
- PBS NOLA Root-Alpha Characters that make up complete NOLA code identifier for broadcast.
- PBS NOLA Code-Numerical characters that make up complete.
- Edit Use- Type of Edit (i.e. US broadcast, UK Version, Theatrical)
- Edit Class-The purpose of the edit.
- Edit Class - The purpose of Edit.
- Edit Use - Type of Edit (i.e. Broadcast or Web) you will choose Web.
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207380493/original/KQBnB2t19MeNRDrJzYHHNoc9MYmUbDc4MQ.png?1710195933) |
12. Enter the values in PBS Edit required fields: •Sort-Friendly Title- The series title with article at the end •Display Title- The full series title with article at the beginning •Title Language - defaults to English | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207380480/original/Mzh0AfIywNcssISkHVtJQo7Kd3zAmvvtog.png?1710195919) |
13. If the content is for web. Please add pbs edit for ‘Web’. Like (donkey hokie) | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207380596/original/3Sdqof-KbqSe_yrTMUmBjIlhfUq2qlOF-w.png?1710196099) |
14. Under your profile select data tools :- On the upper right corner under your name.
- Select Data Tools Option
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207381123/original/q5veZgrRZSsJ192USospt7hqcWtj8YRpCA.png?1710196662) |
15. Choose 'Data Update' Option. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207381252/original/AJlxJKGUaDBw6ut4GbSFNA3CNSwYH39CIg.png?1710196777) |
16. On the Data Update screen, choose these options:- Select Type - Catalog
- Select Template - you desire.
- Click on Download CSV Template
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207381378/original/zC2Uomr95uDoQWWOxApm41WCe21121AD5w.png?1710196957) |
17. See attached files as a sample . - Make sure you add correct RL Catalog ID in each file (episode ,PBS Edit)
| Files are attached as sample . |
18. Now select 'Upload CSV file' option.- Upload the file.
- Map all the fields correctly.
- Click on Update.
| ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207381632/original/h-FupXeYWocA9-MuGu_TIvl2CO0otvp1sg.png?1710197310) |
19. Click on the deal status to update from “Pending” to “Ready for Rights”. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207380624/original/ake_CzW5rcYsfmIGWb6NzUA-W5-XJohdsw.png?1710196125) |
20. Click on the season status and set to “Ready for Scheduling OTT”. | ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/9207381716/original/XnXoPBjX_J6dhIqxPvbJyVbD_-szg6aROg.png?1710197371) |
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