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.

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3M 747 setup guide Create and preview import formats