Importing Data whilst Adding/updating Files - I

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I would like to acknowledge the work done by L M Galbraith in testing and description of much of the material in this series of articles.

This series of articles assumes you are familiar with the various Cataloging Options and Advanced Cataloging Options settings for data import. If not, use the links above and that on v6's mappings before reading further. Those with experience of v5.x should note the significant changes in this area as of v6.0.

There are 4 ways in which you can add files to a Portfolio Catalogue which result in data being added to Records:

Using these methods of adding files, data can be imported by 2 methods of control:

Extracting or assigning metadata, what's the difference?

In general, where both Extraction and Assignment occur, Assignment always proceeds Extraction. Assignment appears to be only related to Adding files rather than Updating them. However, as this series of articles shows, the reality is not quite so clear.

By now, you will have realised that it is possible to have a situation where data imported from 2 different sources when a file is added. There may be data embedded in the file and data may be assigned in the Cataloging Options. So, what priorities are used where possible conflict arises?

Read Part II of the article...

Question: Importing Data whilst Adding/updating Files - I [FAQ00307.htm]
Last Update:- 31 May 2006

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