pergamonmystic:linkedhelp:bison_import_items
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pergamonmystic:linkedhelp:bison_import_items [2021/10/06 15:18] admin |
pergamonmystic:linkedhelp:bison_import_items [2021/10/07 15:03] (current) admin |
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| {{ :pergamonmystic:linkedhelp:mystichelp_bison_0001.jpg?200|}}The BISON Import Items facility is designed to import items from formatted CSV and TSV text files, plain-text reports, Excel spreadsheets and bibliographic MARC files. | {{ :pergamonmystic:linkedhelp:mystichelp_bison_0001.jpg?200|}}The BISON Import Items facility is designed to import items from formatted CSV and TSV text files, plain-text reports, Excel spreadsheets and bibliographic MARC files. | ||
| + | |||
| + | ---- | ||
| ==== Uploading a File ==== | ==== Uploading a File ==== | ||
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| Select the **[Add]** toolbar icon to start the [[PergamonMystic:linkedhelp:file_upload|file uploader]]. Select and upload the file. When the file is stored in the Mystic file space, it will be prefixed by a date stamp in order to uniquely identify the file to users as having been imported on this date. | Select the **[Add]** toolbar icon to start the [[PergamonMystic:linkedhelp:file_upload|file uploader]]. Select and upload the file. When the file is stored in the Mystic file space, it will be prefixed by a date stamp in order to uniquely identify the file to users as having been imported on this date. | ||
| + | |||
| + | ---- | ||
| ==== Pre-Processing the file ==== | ==== Pre-Processing the file ==== | ||
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| * For MARC based text files, the [[PergamonMystic:linkedhelp:bison_marc_importer|BISON MARC Importer]] is presented. | * For MARC based text files, the [[PergamonMystic:linkedhelp:bison_marc_importer|BISON MARC Importer]] is presented. | ||
| - | In most cases, the import pre-process will perform the task of loading the data into the application as well as writing the individual records to the live Catalogue. | + | In most cases, the import pre-process will perform the task of loading the data into the application as well as writing the individual records to the live Catalogue. If this occurs for within the dialog presented, the process is complete and the items are live. |
| - | ==== Creating Items ==== | + | ---- |
| + | |||
| + | ==== Creating Items Manually ==== | ||
| In the rare cases where the pre-processing importer does not automatically write the items into the live Catalogue, the items are displayed in the list box within the **BISON Import Items** dialog. | In the rare cases where the pre-processing importer does not automatically write the items into the live Catalogue, the items are displayed in the list box within the **BISON Import Items** dialog. | ||
| To start the process of importing these new items, click the **[Create]** toolbar icon. | To start the process of importing these new items, click the **[Create]** toolbar icon. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== Item Import Tools ===== | ||
| + | |||
| + | The **[Tools]** toolbar tab contains three tools that are useful to use after the import process has been completed. | ||
| + | |||
| + | === Default Audience: Add to All === | ||
| + | |||
| + | The **[Add To All]** option adds the default Audience to all items in the catalogue. This tool is provided to correct Circulations issues caused by misconfiguration of items. | ||
| + | |||
| + | In some ways, it is better to use the **[Check Integrity]** tool within the **Item Manager** which is configured to find additional issues that you may wish to fix. | ||
| + | |||
| + | === Default Audience: Add to Missing === | ||
| + | |||
| + | The **[Add To All]** option adds the default Audience to all items in the catalogue where they do not have any Audience setting at all (as opposed to above, which adds the default to all items, even if they already have another Audience setting. This tool is provided to correct Circulations issues caused by miss configuration of items. | ||
| + | |||
| + | In some ways, it is better to use the **[Check Integrity]** tool within the **Item Manager** which is configured to find additional issues that you may wish to fix. | ||
| + | |||
| + | === Maintenance: Clean === | ||
| + | |||
| + | The **[Clean]** tool is designed to clean up values attached to items. | ||
| + | |||
| + | Especially if the **Add to All** tool has been used, it is possible for multiple copies of the same setting to be assigned to an item((this is possible as it is a perfectly normal situation to have multiple //different// settings applied to the same item)). The **[Clean]** tool tidies possible clashes and duplicate entries. | ||
| ---- | ---- | ||
pergamonmystic/linkedhelp/bison_import_items.1633533513.txt.gz · Last modified: 2021/10/06 15:18 by admin
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