Bulk Importer

Prerequisites

Currently, the bulk importer requires:

  • a properly formatted csv file (see, formatting your bulk csv for guidance on preparing a csv for the importer).
  • any files associated with records to be bulk imported (unless all files are to be harvested from live, open URLs as part of the import process)

Creating a Bulk Import

  • Navigate to the Administrative Dashboard from the repository back office by selecting "Administration" from the dropdown menu in the top righthand corner of the screen:


  • In the Administrative dashboard, select "Bulk Importer" in the right hand navigation bar:

  • In the Bulk Importer tool, main screen, click the "+ New Import" button:

  • This will open a modal dialog window for giving your new import task a title, selecting a relevant CSV file, and uploading any files associated with the import:

  • Give the import task a title and select "record" as your record type:

  • Next, select "csv" as your serializer and leave your mode as "Import":

  • To associate the import task with a csv, click inside the "Metadata File" field and locate the pre-prepared csv file on your harddrive:

  • Drag and drop and files associated with the import task into the large box with the text "Drop files here or click to select" (Note: imports with more than 100 files or file sizes totaling over 10GB will need to be broken into separate imports). Once all of the files appear in the list, click the "Submit" button:

  • The system will upload the complete package and run it against validation rules, then the new import task will appear at the top of the list of all imports in the system:

  • Before running the import task, click on the title of the new task. This will take you to a status screen showing whether or not the validator has flagged any errors:

  • In this case, the validator has raised an error. To investigate the error, click the "Actions" button to the right of the flagged record and then select "View Errors" in the resulting dropdown menu:

  • Errors listed in the Errors tab need to be remediated in the CSV, and the process needs to be started over:

  • Once an import task passes validation without any errors being raised, run the task by clicking the "Run Task" button in the top right hand side of the Bulk Importer tool:

  • As records/files are uploaded, refreshing the dashboard will convey the status of the overall import task:


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