3M 747 setup guide Create and preview import formats

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Step 8.1 – Create and preview import formats

Data Manager imports the Item IDs from a collection category and/or Pull-list Results and converts them into text files. An Import Format defines how these text files are formatted.

The import format should include any command codes required by your circulation system.

The import format can also add primary and/or secondary information to each record in imported collection and pull-list results text files.

Data Manager automatically assigns the “Pulled” and “Not Pulled” import formats to pull-list results. You can edit these formats but you cannot assign different formats to pull results.

To define input format parameters

1From the Admin Setup menu, click Import Formats.

2Click New to create a new import format.

To edit an existing import format

Select an existing Import Format and click Edit.

3Define the Import Format Parameters.

See the Data Format Guide for detailed descriptions and examples of input format and date/timestamp characters.

To check the import format

1Click Preview to check the import format.

The characters shown (abc1234567890, etc.) are generated as a sample barcode.

2Click OK when you are done.

To designate a default import format

1From the Admin Setup menu, click Import Formats.

2From the Available Import Formats list, select the format that you want to designate as the default format.

3Click Set Default.

When you add a category, the default import format automatically appears in the Import Format text box.

Figure 20: Import Formats dialog box.

Figure 21: Import Format Parameters.

Header String

Barcode Prefix

Figure 22: Preview the import format to ensure that the formatting meets your circulation system’s requirements.

© 3M 2011. All rights reserved.

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Contents 3M Library Systems Digital Data Manager ModelPage Installation and Setup Contents 3M Service Optional ProceduresTest your export formats Set import parameters3M Data Manager Model 747 Software License 3M 2011. All rights reserved Related documents IntroductionAbout Data Manager Installing Data Manager for the first time Installation and setup overviewProcedure Number Upgrading Data ManagerPrivileges required for Data Manager Install Data Manager and DLA softwareComputer requirements Database files reside in these locations Installing Data Manager softwareProcedure For most installations, select all components Installing Digital Library Assistant DLA softwareIf you have problems Install memory-card drive new drive onlyInstall the new memory-card drive Before you beginCheck the memory-card drive’s operation ProcedureRemoving a memory card Configure memory card eject privilegesDetermine data-format requirements Determine import/export format requirementsGenerate list files Before attempting to use Data Manager…Create shelf-order, search-list, and import folders Create list foldersMove the list files into the correct folders Create folders for your listsStart Data Manager software Enter Admin SetupCan’t Find Export/Import Location Specify list folder and export/import locationsSelect Valid Characters Define list barcode validation parametersTo define barcode validation parameters About location IDs Set export parametersExport-format parameters New/Edit Export Format dialog box appears. See Figure Create export formatsTo create export formats Select an import format and click Set Default Designating a default export format optionalMatching Secondary Information Fields Set up Duplicate Item Definitions optionalMatching Primary Information Fields To preview the file export Test your export formatsDebug your export formats Summary Log Export lists and check for errors and warningsClick Refresh If you encounter excessive errors and warnings About debugging export errors and warningsIf you encounter a few errors and warnings Detecting errors and warningsFor lists used by the DLA View the exported lists on the DLA or other equipmentSet import parameters Default Import FormatsOverview Collection CategoriesCreate and preview import formats Permanent Collection Categories Create collection categoriesTo export collection category labels Export collection-category labels to the memory cardImport file list order Test your import formatsTo test your import formats Language Settings dialog box appears Optional ProceduresSpecifying language settings optional To designate a default export format Designating a default export format optionalDesignating a default import format optional Separate each parameter in the Run field with a space Select 3M Digital Data Manager, then click Next3M 2011. All rights reserved Command-line help Command-line operations and argumentsCommand-line operations Command-line arguments that modify normal behaviorError Code Error Message Command-line error codes and messages3M Service phone numbers 3M ServiceInformation to gather 3M Library Systems Web Site
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