Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Your Storage Location terms do not need to be hierarchical - it’s fine to just import a list of terms and skip the second step. Once these terms have been added, you only need to repeat this step if you’d like to import another large batch of Storage Locations. You can always add new Storage Locations one-by-one via the user interface.

Storage Location Terms CSV Import Template

Storage Location Hierarchy CSV Import Template

ADD LOCATION, MOVEMENT, AND INVENTORY RECORDS

Now that you have a Storage Location authority, you can start assigning locations to your Objects! This process also has To use the CSV Importer also requires two steps - first creating the Location, Movement, and Inventory records and then creating relationships between the LMIs and the Objects.

This process can also be done through the CollectionSpace UI - see User Manual: Locations: Add a Location to an Object.

The templates below have a few lines of sample data you can use for your Location, Movement, and Inventory import, and your relationships. Be sure to swap in the right Storage Location names based on your previous import, and use Object ID Numbers that exist in your system.

Location, Movement, and Inventory Import Template

Location, Movement and Inventory to Object Relationship Template