3M 747 setup guide Create collection categories, Permanent Collection Categories

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Step 8.2 – Create collection categories

You can create collection categories for various tasks. For example, you might create an “in-house” collection category where you save the Item IDs for each in-house item that you read with the DLA.

1From the Data Manager List Actions menu, click Add Category to display the Add Category window.

2Define the following parameters:

Category Name – type the name that you want displayed in the Collection Categories listing.

Category Label – type the description (up to 10 characters) to be displayed in the Data Manager Label column and on the DLA.

Import Format – select the Import Format that you want to apply to collected data that you save in this category.

3Click OK. Data Manager creates a new category folder (with the same name as the category name) in the Import File Destination Folder.

Permanent Collection Categories

Data Manager automatically creates Default, Inventory and Locations collection categories that you cannot uncheck, delete or move (see figures). You can view them in Data Manager, and they are always automatically exported during each export procedure.

Default — The Default collection label is always exported, which ensures that you always have at least one collection category (on the memory card) where you can save data.

Inventory — The Inventory category is always exported, and accepts data collected when you select the DLA’s Background Inventory function. Because the Inventory category is reserved for background inventory only, it is not displayed on the Save Data DLA screen.

Locations — The Locations category is always exported, whether your library uses location IDs or not to identify specific locations or areas in your facility. When location IDs are used, the DLA or other equipment displays location information with corresponding primary and secondary information.

Figure 23: You can create collection categories for various collection tasks.

Figure 24: When you create a new collection category, it appears in the Collection Categories listing.

Figure 25: Data Manager creates a category folder for each collection category that you create (In-house Use in this example). These folders are stored in the Import File Destination folder. Default, Inventory and Locations folders are automatically created by Data Manager.

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© 3M 2011. All rights reserved.

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Contents Digital Data Manager Model 3M Library SystemsPage Installation and Setup Contents Test your export formats Optional Procedures3M Service Set import parameters3M Data Manager Model 747 Software License 3M 2011. All rights reserved Introduction About Data ManagerRelated documents Procedure Number Installation and setup overviewInstalling Data Manager for the first time Upgrading Data ManagerInstall Data Manager and DLA software Computer requirementsPrivileges required for Data Manager Installing Data Manager software ProcedureDatabase files reside in these locations Installing Digital Library Assistant DLA software For most installations, select all componentsInstall the new memory-card drive Install memory-card drive new drive onlyIf you have problems Before you beginProcedure Check the memory-card drive’s operationConfigure memory card eject privileges Removing a memory cardGenerate list files Determine import/export format requirementsDetermine data-format requirements Before attempting to use Data Manager…Move the list files into the correct folders Create list foldersCreate shelf-order, search-list, and import folders Create folders for your listsEnter Admin Setup Start Data Manager softwareSpecify list folder and export/import locations Can’t Find Export/Import LocationDefine list barcode validation parameters To define barcode validation parametersSelect Valid Characters Set export parameters Export-format parametersAbout location IDs Create export formats To create export formatsNew/Edit Export Format dialog box appears. See Figure Designating a default export format optional Select an import format and click Set DefaultSet up Duplicate Item Definitions optional Matching Primary Information FieldsMatching Secondary Information Fields Test your export formats Debug your export formatsTo preview the file export Export lists and check for errors and warnings Click RefreshSummary Log If you encounter a few errors and warnings About debugging export errors and warningsIf you encounter excessive errors and warnings Detecting errors and warningsView the exported lists on the DLA or other equipment For lists used by the DLAOverview Default Import FormatsSet import parameters Collection CategoriesCreate and preview import formats Create collection categories Permanent Collection CategoriesExport collection-category labels to the memory card To export collection category labelsTest your import formats To test your import formatsImport file list order Optional Procedures Specifying language settings optionalLanguage Settings dialog box appears Designating a default export format optional To designate a default export formatDesignating a default import format optional Select 3M Digital Data Manager, then click Next Separate each parameter in the Run field with a space3M 2011. All rights reserved Command-line operations Command-line operations and argumentsCommand-line help Command-line arguments that modify normal behaviorCommand-line error codes and messages Error Code Error MessageInformation to gather 3M Service3M Service phone numbers 3M Library Systems Web Site
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