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--- pergamonmu:plugins:sims_importer [2017/08/09 14:45]
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+++ pergamonmu:plugins:sims_importer [2018/01/31 08:49] (current)
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@@ Line 1: / Line 1: @@
 ====== SIMS Import Plugin ======
+A tutorial video accompanies this article and can be found  [[https://youtu.be/WLsBEkQBfr4|here]].
 ----
 {{:pergamonmu:info048.png?nolink |Information}}As with all Pergamon Plugins, the SIMS Importer exists as a separate application located in the Pergamon application directory but should **NOT** be executed separately. Instead, start the application from within the Pergamon managerial toolbar menu. In order to work correctly and communicate with the correct database, ensure that the [**Connection**] toolbar icon is **GREEN**.
+Addendum: Current versions of SIMS Importer have been released to allow separate execution. Any selection of a toolbar icon will search for the database before use.
 ----
@@ Line 38: / Line 42: @@
 ===== Processing The Data =====
-{{:pergamonmu:plugins:import-sims-review.png?direct&200 |}}The second step in importing the data is using the [**Review**] tab to view the imported data.
+{{:pergamonmu:plugins:import-sims-review.png?direct&200 |}}The second step in importing the data is using the [**Review**] tab to view the imported data. An initial match-up has taken place during the loading of the data, but you will probably need to perform further checks to catch all records. Any records which matched correctly will be checked, and the Reader Barcode number of the matched reader displayed in the left hand column of the Review list.
+Use one or more of the options in the [**Search**] toolbar menu to perform additional checks. If you wish to clear the matches and start again, choose the last option of this menu.
+Any records which are eventually checked will be considered a record **update**, while any that were not checked will be regarded as a new record **import**.
+===== Writing The Data =====
+Once the records have been matched as far as is possible / desired, you can write them into the live database using two processes.
+==== Create New Records ====
+Select the [**Create**] toolbar icon to write new records into the live Reader database. Use this process for importing new reader records.
+==== Update Existing Records ====
+Select the [**Update**] toolbar icon to update existing records in the live Reader database, which were identified and checked in the [**Review**] list. On selection, the importer will ask whether you wish to import immediately, or defer update.
+  * **__Import Immediately__** - The live Reader Records are modified immediately and any view of this reader records will see an immediate change as soon as the process is completed.
+  * **__Defer Update__** - The changes recorded in the SIMS Import file are recorded internally to the database, but are not applied to the live Reader records. You will be asked for a short description to identify this update batch.
+===== Updating Deferred Records =====
+{{:pergamonmu:plugins:import-sims-defer.png?nolink |Deferred Update}} In order to update deferred record updates at a later stage, such as the movement of readers to a new year group immediately before the start of a new academic year, start the [[pergamonmu:readers:managing_readers|Reader Management]] dialog in the main Pergamon application.
+Select the [**Update**] toolbar icon in the **Deferred** icon group. Unless Deferred update batches are available, this icon will remain 'ghosted'.
+Select the update batch required. Any changes to data stored in this batch are updated within the live Reader database and the update batch is deleted.

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