BulkIngestValidateHeadings.doc

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29 Νοε 2012 (πριν από 4 χρόνια και 7 μήνες)

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Bulk ingest from Excel files

Validate fields against corresponding
DI
-
fusion
authority files


Objective



connect excel file with the “dspaceulb” postgresql database (running on the DI
-
fusion
server)

over an ODBC connection



validate headings in the excel fil
e against authority files on the DI
-
fusion server

Setup on the
DI
-
fusion server

-

Make sure that incoming connections on port 5432 are allowed on the firewall

-

Change
<rootdir of postgresql>/postgresql.conf

o

listen_addresses = ‘*’

-

Change
<rootdir of postgresql
>/pg_hba.conf
: add lines to allow acce
s
s from
specific hosts; like for example:

o

host all all 172.30.100.5/32 trust

-

Reload these new postgresql configuration settings:
pg_ctl reload

Setup on your PC

-

Install DTM ODBC Manager
(
http://www.sqledit.com/odbc/
)
on your PC

(software
available on
\
\
bib71.ulb.ac.be
\
dibsoft
\
win32
\
ODBCManager

)

o

run
odbcmgr.exe

to install it

o

start ODBM Manager and import

DISpace.dsi

o

install
psqlodbc.msi
; do the
upgrade.bat


o

Choose
Tools/ODBC Administrator…

to administer the DISpace ODBC
connector

o

Check that settings correspond to what is sho
w
n in the picture underneath





Install
AuthorizeHeadings
macros in
MS
-
Excel (20
07)


Under
Bouton Office

choose
Options Excel/Compléments/Atteindre…/

Click on
Parcourir…

and select your

.xla
file
.

The
Authorize.xla

file is available on
<dibsoft>/win32/DI
-
fusion
.

A new Tab
Compléments

will now appear (if not already there) in Excel, un
der which you
should see
Barres d’outils personnalisées

with
2

icons
:




xlAuthorizeHeadings: Validate
selected

headings



xlAuthorizeHeadings: Validate
ALL

headings


How to use the AuthorizeHeadings macros


The headings of the columns in your Excel sheet shou
ld adhere to the following naming
conventions, for the co
lumns that need to be authority
-
validated:

‘Author(s)’,
‘Subject(s)’,

BibCitation



If you click on the ‘Validate ALL headings’ the macro will validate all headings in
the
above three columns
.


You
could also select some cells in one of the three columns, and get only those validated
by clicking on the ‘Validate selected headings’ tab.


If you select the top cell of one of the three columns (i.e. you select just the cell saying
‘Author(s)’ for examp
le), the macro will select the complete column for you and do the
validation on the complete column.