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sfx_routine_maintenance [2019/03/19 16:58] cknapp [Images, UMLinks, Logos, and Mobile Customizations] |
sfx_routine_maintenance [2019/03/27 13:23] jmulvaney [DataLoader] |
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| * Prepare a file. Begin with a spreadsheet, perhaps an export of the target you wish to update (using a Custom export allows exporting note fields). The first column is usually print ISSNs (in order); print are used because ExLibris tends to more thoroughly include print ISSNs than eISSNs. The next column on the spreadsheet might be local date thresholds (as they would appear in the object portfolio edit screen), "ACTIVE" or "INACTIVE" in every cell of the column to activate or deactivate titles, target parsers, parse params (jkeys), or notes (general, authentication or internal). | * Prepare a file. Begin with a spreadsheet, perhaps an export of the target you wish to update (using a Custom export allows exporting note fields). The first column is usually print ISSNs (in order); print are used because ExLibris tends to more thoroughly include print ISSNs than eISSNs. The next column on the spreadsheet might be local date thresholds (as they would appear in the object portfolio edit screen), "ACTIVE" or "INACTIVE" in every cell of the column to activate or deactivate titles, target parsers, parse params (jkeys), or notes (general, authentication or internal). | ||
| * Save the spreadsheet with only the necessary columns as a Text (tab delimited) file. | * Save the spreadsheet with only the necessary columns as a Text (tab delimited) file. | ||
| + | * Be sure to remove any titles to the columns, it doesn't affect the upload but will register as an error. | ||
| * After selecting "DataLoader" in SFX Admin>KBTools, choose the target in "Select the Target + Service". You may be prompted to drill down to a specific target under a publisher name. | * After selecting "DataLoader" in SFX Admin>KBTools, choose the target in "Select the Target + Service". You may be prompted to drill down to a specific target under a publisher name. | ||
| * Set up "Column 1 (Primary Key)" as ISSN if that is your first column, and other columns as appropriate. | * Set up "Column 1 (Primary Key)" as ISSN if that is your first column, and other columns as appropriate. | ||
| * Choose to add, update or remove portfolios. | * Choose to add, update or remove portfolios. | ||
| * A KBART file may also be used. | * A KBART file may also be used. | ||
| + | * If you want to remove local changes in a batch form, create a data upload and use "NULL" is a value. It will overwrite and delete local changes. | ||
| ==== Date Thresholds ==== | ==== Date Thresholds ==== | ||
