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--- wiki:autolit:admin:import [2024/04/01 12:12]
jthurnham
+++ wiki:autolit:admin:import [2024/04/01 12:57] (current)
jthurnham
@@ Line 81: / Line 81: @@
 To import Tags, you will need to bring an Excel sheet or CSV formatted **exactly**  as outlined below; you can use our template to ensure the formatting is correct.
-Once you have selected "Begin," a modal will open showing the ability to download the template, upload an Excel or CSV, and adjust settings:
+Once you have selected "Begin," a modal will open showing the ability to download the template, upload an Excel or CSV, and adjust settings. In the modal, you have the ability to import tags with accompanying text contents and tags with table contents but note these imports are separate.
-==== Format and Template ====
+==== Tags with Text Contents ====
-You can download the template from the Import Modal (see first red outline below):
+By default, importing tags with text contents is selected and tags with table contents can always be imported here or configured later on in your hierarchy. Imports must follow the correct format, you can download the template from the Import Modal:
-{{  :undefined:screenshot_2023-10-11_at_13.20.08.png?nolink&  }}
+{{ :undefined:screenshot_2024-04-01_at_13.41.53.png?nolink |}}
-The titles of your sheet must have the following **exact column names**:
+The titles of your sheet must have 1-5 of the following **exact column names**:
   * DOI
@@ Line 113: / Line 113: @@
 ==== Settings: Allow Tag Creation ====
-The first setting (second red outline above) determines whether the nest should automatically create new Tags based on the imported sheet.
+The first setting determines whether the nest should automatically create new Tags based on the imported sheet.
 <WRAP center round tip 80%> If there is a Tag listed in the sheet that is **not already configured in the nest,**  leaving this setting toggled "on" will automatically create any missing Tags.
-These Tags will be added to your nest without Parent Tags, so make sure you check Configure Extraction and assign the appropriate Parent Tags after Import. </WRAP>
+These Tags will be added to your nest without Parent Tags, so make sure you check Configure Tagging and assign the appropriate Parent Tags after Import. </WRAP>
 If you would prefer that **no new Tags be created**  in your nest, toggle this setting off.
@@ Line 125: / Line 125: @@
 ==== Settings: Allow overwrite ====
-The second setting (third red outline above) determines whether the tag excerpts in your import should override tag excerpts already present in the nest. That is, if you want any existing tag excerpts to be **replaced by the imported excerpts,**  leave this setting toggled "on."
+The second setting determines whether the tag excerpts in your import should override tag excerpts already present in the nest. That is, if you want any existing tag excerpts to be **replaced by the imported excerpts,**  leave this setting toggled "on."
 If you would prefer that **existing tags be left (and not overwritten)**, toggle this setting off. If toggled off, no overwriting will be completed over existing tags.
@@ Line 131: / Line 131: @@
 <WRAP center round important 80%> Be careful about this action, because no report will be returned regarding overwriting of records! </WRAP>
-==== Import Tags ====
+==== Import Tags with Text Contents ====
 Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button.
@@ Line 137: / Line 137: @@
 When complete, check your nest for the new Tags you uploaded and to ensure that they were altered as you had planned.
+==== Tags with Table Contents ====
+For import of tags with accompanying tables, toggle "Import Table Contents." This time, each sheet within your workbook should correspond (case-sensitive) to a tag in your nest you'd like to import a table for. Imports must follow the correct format, you can download the template from the Import Modal:
+{{ :undefined:screenshot_2024-04-01_at_13.44.29.png?nolink |}}
+The titles of your sheet must have 1-5 of the following **exact column names**:
+  * DOI
+  * Title
+  * PubMed Id
+  * Ref Id (if applicable)
+  * External Id
+Then, each remaining column must match exactly (case-sensitive) the columns configured in the pre-existing tag table. You can also have tags and columns created for your tag table by selecting "Allow Tag & Column Creation."
+==== Settings: Allow Tag Creation ====
+The first setting determines whether the nest should automatically create new Tags based on the imported sheet.
+<WRAP center round tip 80%> When this is toggled on, new tags and corresponding tables will be created if they do not exist or they cannot be matched to existing tags in the nest.
+These Tag tables will be added to your nest without Parent Tags, so make sure you check the Configure Tagging page and assign the appropriate Parent Tags after Import. </WRAP>
+If you would prefer that **no new Tag Tables be created**  in your nest, toggle this setting off.
+<WRAP center round important 80%> If there are tag tables/sheets in your workbook that do not **exactly match**  existing tags in the nest, the import of records with those non-matching Tags will fail import and a list of records that failed Tag import will be displayed to you. </WRAP>
+==== Settings: Allow overwrite ====
+The second setting determines whether the tag tables in your import should override tag tables already present in the nest. So if you want any existing tag tables to be **replaced by the imported excerpts,**  leave this setting toggled "on."
+If you would prefer that **existing tag tables be left (and not overwritten)**, toggle this setting off. If toggled off, no overwriting will be completed over existing tags.
+<WRAP center round important 80%> Be careful about this action, because no report will be returned regarding overwriting of records! </WRAP>

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