CSV Import Tool Glossary

Batch

• Uses the Connection associated with the User’s Group. One record type. One CSV file as input.

Connection

• The technical configuration allowing the CSV Import Tool to interact with a CollectionSpace instance

• Each Group is associated with one Connection

Group

• Users who can use this tool to interact with a given CollectionSpace instance

• Group is associated with one Connection and a set of RecordMapper configs (one per record type included in Profile used by the CollectionSpace instance associated with the Connection/Group)

Import/Update Batch

• Batch that can create new records or update existing records in CollectionSpace instance

Project

• A way to organize Batches for a User (and/or Group?)

Record

• Derived from one row of data from the input CSV

Record Type

• e.g. CollectionObject, Movement, Person, Relationship, Hierarchy

Record Validation

• The process of checking whether it will be possible to map a record into CollectionSpace XML and successfully import that records into a CollectionSpace instance

• Agnostic about whether the record would go into CollectionSpace instance as a new or updated record

• Current behavior: For a Record associated with a given record type, Mapper Application checks whether (a) required field(s) for that record type are present in the Record; and (b) whether each required field in the Record is populated with a value. (The CSV lacking an objectNumber column is a different problem than the objectNumber column being blank in 3 of 5000 rows.)

• Other checks could be added to Record Validation in the future as needed

• Record Validation failures block the workflow from moving forward

RecordMapper config

• JSON file produced by cspace-config-untangler, specifying how data is transformed into a CollectionSpace XML record

• One RecordMapper config per record type per profile